Workflow role definitions menu option is used to record the tasks throughout the ordering, shipping, billing and other workflow phases and the persons in charge for these tasks. The option is located under the Main Records menu of the Workflow Management section. The buttons and menu options of the Workflow Role Definitions list are used to generate new definitions and to process the existing definitions.
New | Used to create a new role definition. |
Update | Used to modify role information. |
Delete | Used to delete the role definition. |
View | Used to view the role definition card without making changes. |
Copy | Used to create a new record by copying the information of the selected record. |
Multiple Delete | Used to delete the selected records in batch. |
Record Info | Indicates the users who performed the entry and update transactions of the selected record and the time of these transactions. |
Number of Records | Lists the total numbers of the records in the role definitions list. |
Refresh | Used to refresh the role definitions list. |
Back to Defaults | Used to display the active window with the standard dimensions defined in the application. |