Flow (EN) – Wiki https://wiki.qualiex.com Base de Conhecimento Sobre o Software da Qualidade Qualiex Mon, 27 Sep 2021 19:38:39 +0000 pt-BR hourly 1 https://wordpress.org/?v=6.5.2 https://wiki.qualiex.com/wp-content/uploads/2021/10/cropped-favicon-32x32-1-32x32.png Flow (EN) – Wiki https://wiki.qualiex.com 32 32 How to link a document to the flow? https://wiki.qualiex.com/modules/flow-en/how-to-link-a-document-to-the-flow/ Mon, 27 Sep 2021 19:38:39 +0000 https://wiki.qualiex.com/?post_type=docs&p=2488

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In Flows we can link a Docs document to the flow.
We can link a document to a flow in any status, click on the context menu  and select the option Link Documents.

Only the issuer or person responsible for the flow can link documents.

Accessing the flow it is also possible to link documents, on the details screen click .

The screen for linking a document appears.
Locate the document that will be linked.

After locating the document click:

  • Open: To view the document.
  • Link: Associate the document with the flow.

Linked documents are displayed on the Linked tab.

If you need to remove the link from a document, go to the Linked tab.
In the document’s context menu, click Remove.

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How to link an indicator to the flow? https://wiki.qualiex.com/modules/flow-en/how-to-link-an-indicator-to-the-flow/ Mon, 27 Sep 2021 19:37:31 +0000 https://wiki.qualiex.com/?post_type=docs&p=2486

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In Flows, we can link an Indicator indicator to the flow.
We can link an indicator to a flow in any status, click on the context menu  and select the option Link indicators.

Only the issuer or person responsible for the flow can link indicators.

Accessing the flow it is also possible to link indicators, on the details screen click .

The screen for linking a document appears.
Locate the document that will be linked.

After locating the indicator click on:

  • Open: To view the indicator.
  • Link: Associate the indicator with the flow.

Linked indicators are displayed on the Linked tab.

If it is necessary to remove the link from an indicator, go to the Linked tab.
In the context menu of the indicator and click Remove.

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How to link a risk to the flow? https://wiki.qualiex.com/modules/flow-en/how-to-link-a-risk-to-the-flow/ Mon, 27 Sep 2021 19:36:31 +0000 https://wiki.qualiex.com/?post_type=docs&p=2484

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In Flows we can link a risk from Risks to the flow.
We can link a risk to a flow in any status, click on the context menu  and select the option Link Risks.

Only the issuer or person responsible for the flow can link risks.

Accessing the flow, it is also possible to link risks, on the details screen click .

The screen for linking a risk will appear.
Locate the risk that will be linked.

After locating the risk, click on:

  • Open: To view the risk.
  • Link: Associate the risk with the flow.

Linked risks are displayed on the Linked tab.

If it is necessary to remove the link from a risk, go to the Linked tab.
In the risk context menu, click Remove.

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How to link another flow to a subprocess https://wiki.qualiex.com/modules/flow-en/how-to-link-another-flow-to-a-subprocess/ Mon, 27 Sep 2021 19:35:42 +0000 https://wiki.qualiex.com/?post_type=docs&p=2482

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When designing a flow, we can link another flow already created as a sub-process.

Here’s how to draw a stream.

Access the flow drawing mode and add the sub-process shape .

To access the drawing mode, it is necessary to be the sender or responsible for the flow.

When adding the shape, the configuration tab will be visible.

To link, select the desired flow from the list. Click on view sub-process to view the linked flow.

Flows with at least one approved and active review are displayed in the listing.

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How to generate the flow report? https://wiki.qualiex.com/modules/flow-en/how-to-generate-the-flow-report/ Mon, 27 Sep 2021 19:34:27 +0000 https://wiki.qualiex.com/?post_type=docs&p=2480

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We can generate reports to view the general list of flows created.
Access the Reports tab.

The report screen will appear, click List.

After loading, a new tab will open in the browser to display the report.

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How to remove the category from a flow? https://wiki.qualiex.com/modules/flow-en/how-to-remove-the-category-from-a-flow/ Mon, 27 Sep 2021 19:33:16 +0000 https://wiki.qualiex.com/?post_type=docs&p=2478

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We can remove the category from a stream.
To remove the categories, access the Flows module.

Remove the flow category

In the Streams module, click the Categories tab.

Click the context menu for  the category you want to remove and then click Remove.

After selecting the Remove option, it is necessary to confirm the removal.

After removal, it is not possible to recover the category.

To confirm the removal, click Remove.

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How to edit the category of a stream? https://wiki.qualiex.com/modules/flow-en/how-to-edit-the-category-of-a-stream/ Mon, 27 Sep 2021 19:32:08 +0000 https://wiki.qualiex.com/?post_type=docs&p=2476

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We can edit the created categories.
To edit the categories, access the Flows module:

Edit the flow category

In the Streams module, click the Categories tab.

Click the context menu for the category you want to change and then click Edit.

A new window will appear for editing the category. Edit the items you find necessary.

  • Title: Edit the name for the type that will be registered.

Fields with * are mandatory.

  • Icon: Click  to expand the checkbox. Change the symbol for that flow category.
  • Color: Click  to expand the selection box. Modify the color that will represent this type of flow.
  • Active: We can activate or deactivate a category.

Make the necessary edits. After changing the desired data, click on  to finish the modifications.

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How to register a flow category? https://wiki.qualiex.com/modules/flow-en/how-to-register-a-flow-category/ Mon, 27 Sep 2021 19:31:14 +0000 https://wiki.qualiex.com/?post_type=docs&p=2474

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We can create categories to differentiate the types of flows.
To register the categories, access the Flows module:

Register a flow category

In the Flows module click on the Categories tab.

To add a new category click .

A new window will appear to register the desired category. Fill in the following data:

  • Title: Enter a name for the type to be registered.

Fields with * are mandatory.

  • Icon: Click to expand the selection box and define a symbol for that flow category.
  • Color: Click  to expand the selection box. Select a color to represent this type of flow.

 

It is still possible to select the hexadecimal color system. Click on  and in the new window, select the desired color.

  • Active: We can create a category and leave it active to be used or inactive to be used later.

When inactivating the category, it is not listed in the registration of a flow.

After filling in the data click on  to finish the registration.

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How to view the flow history? https://wiki.qualiex.com/modules/flow-en/how-to-view-the-flow-history/ Mon, 27 Sep 2021 19:28:51 +0000 https://wiki.qualiex.com/?post_type=docs&p=2472

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In the History we can see the actions that were carried out in a flow.
To see a flow’s history, click on the Flows tab.

The list of flows registered in the system will be displayed.
Here we can view the history in two ways:

Accessing by listing streams

 

In the stream you want to see the story and click on the context menu  and click on History.

Clicking on History the system opens a new window showing the actions performed in this flow.

Accessing through flow details

Select the stream you want to view the History and click on the context menu .

Then click on View.

Scroll down the side scroll bar to the Historic section.

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How to remove a flow? https://wiki.qualiex.com/modules/flow-en/how-to-remove-a-flow/ Mon, 27 Sep 2021 19:27:12 +0000 https://wiki.qualiex.com/?post_type=docs&p=2470

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If it is necessary to remove a flow, we can delete it. We have three options to remove, through the listing, details screen and in drawing mode.

To remove a flow, it is necessary to be the sender or the person responsible for the flow. Users with permission to edit all streams can also remove a stream.

Listing of flows

To remove a stream from the list click on the context menu and select the Remove option.

Flow details screen

When clicking on the flow and accessing the details click on the context menu  and select the Remove option.

Drawing mode

In drawing mode click on the context menu  and select the Remove option.

To remove it is necessary to confirm the operation by clicking on remove.

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