Commonly used buttons and icons
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Create |
Creates an item. |
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Add |
Adds an item. |
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Delete |
Deletes an item. |
Browse |
Navigates to a location in the machine to select an item. |
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Actions |
Displays the actions that are performed on a job. |
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Move Up |
Moves the item towards top. |
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Move Down |
Moves the item towards bottom. |
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View Job |
Displays job details. |
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Activate |
Activates the job. |
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Change Owner |
Changes the owner of the job. |
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Change State |
Changes the state of the job. |
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On Hold |
Places the job on hold. |
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Recover |
Recovers the job. |
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Suspend |
Suspends the job. |
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Add Note |
Adds note to a job. |
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Terminate |
Terminates the job. |
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Refresh |
Refreshes the page. |
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View Subjob |
Displays the details of subjob. |
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Re-evaluate Pre-conditions |
Reevaluates the pre-conditions. |
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Re-evaluate Score |
Reevaluates the score. |
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Re-evaluate Skin |
Reevaluates the skin. |
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Update Value |
Updates the value. |
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Update Target Date /Update Actual Date |
Updates the target date/ actual date. |
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Loaned Resources |
Displays loaned resources. |
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View |
Displays the note. |
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Change State |
Changes the state. |
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Update View properties |
Updates linked cases. View properties for associated jobs. |
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View Subjob |
Displays the details of subjob. |
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Unlock |
Unlock document or folders. |
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Day Ahead |
Number of days available to resource. |
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Activities |
Displays the list of activities available to resource. |
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My Work / My Jobs |
Displays the work of the logged-on user. |
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Productivity |
Displays the productivity of the resource. |
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Update |
Updates the item. |
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Edit |
Edits an item. |
Green |
Represents the status of the job that is assigned by the user. |
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Red |
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Amber |
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Black |
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Purple |
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Take Activity |
Runs an activity. |
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Complete Activity |
Completes the activity. |
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Reassign |
Reassigns the activity to another user. |
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Add Note / Process Design Notes |
Adds a note to the activity. |
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View Job |
Displays job details. |
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Reset Resource, Un-delegate |
Resets the resource and clears the allocation. Removes the delegation between resources. |
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Resource/User |
Identifies the resource as a user. |
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Allocate & Leave |
Allocates the task to a resource while keeping the resource available for other activities. |
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Allocate & Remove |
Allocates the task to a resource and the removes the resource from the list of available resources. |
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Associated Groups |
Displays the associated groups for the selected resource. |
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External User |
Identifies any valid email id as an external resource. |
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Resource Group |
Identifies the resource as a group not an individual. |
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Job History |
Opens the Job History dialog box that displays the history of a job. |
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Information |
Displays the following job summary: Job ID, primary ap name, primary map version, resource who created the job, job creation date, job status and job finish time. Also displays the activity information. |
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Re-evaluate Skin |
Opens the Re-evaluate Skin dialog box where you can update variable values and live activities. |
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Expected Finish Time |
Opens the Edit Expected Finish Time dialog box that displays the expected finish date time to complete the job. You can update the expected finish time, if needed. |
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Resources |
Opens the Edit Floating Role Resources dialog box that displays the list of floating roles. |
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Process Design Notes |
Opens the Add Process Design Notes dialog box where you can add notes for your process. |
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Zoom Slider |
Zoom in or out the process map. |
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Overview |
Displays an overview of the job in a panel below. You can also navigate (pan or zoom) to a particular activity using the mouse |
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Orientation |
Displays the map in vertical orientation. |
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Legend |
Displays the color legend for each job status.. |
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Refresh |
Refreshes the page. |
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View Previous |
Displays the previous process map. |
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Information |
Displays the summary of the activity. The information includes: Node ID, status, node type, and whether the node is automatic.
For a Custom service activity, the node type is the Custom service group name.
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Restart here |
Restarts the job at the selected activity. |
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Restart next |
Restarts the job at the next activity. This icon only appears if another activity follows the selected activity. |
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View Process |
Displays the process map. |
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Priority |
Displays the priority of the activity. |
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Due Date |
Displays the due date of the activity. |
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Resources |
Displays the list of resources and roles. |
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Information |
Displays the summary of the process. Also displays the activity information. |
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Priority |
Displays the priority of the process. |
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Duration |
Displays the duration of time when the process is open. |
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Budget |
Displays the budget of the job. |
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Expected Cost |
Displays the cost of the job. |
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Resources |
Displays the floating role resources. |
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Performance |
Displays the performance of the job. |
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Zoom Slider |
Zoom in or out the process map. |
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Orientation |
Displays the map in vertical orientation. |
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Legend |
Displays the color legend. |
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Refresh |
Refreshes the page. |
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View Previous |
Displays the previous process map. |
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Tools |
Creates a customizable process.
This option only appears if you have access privilege to customize a process.
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View Process |
Displays the process map.
This option only appears for an embedded process or a subjob.
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Information |
Displays the summary of the activity. The information includes: Name of the activity, node type, whether the node is automatic, target due date, target duration, priority, expected cost, and fixed cost.
For a Custom service activity, the node name and node type are the same, that is, custom service group name.
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Priority |
Displays the priority of the activity. |
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Due Date |
Displays the target due date of the activity. |
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Duration |
Displays the target duration. |
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View Process |
Displays the process map.
This option only appears for an embedded process or a subjob.
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Resources |
Displays the list of resources and roles. |