It’s important that you review your process settings before starting your process to make sure that your process runs as expected.
Review general settings
Click Settings in the toolbar and go to the General tab to:
- Change the Process name
- Change the Start order
- All at once starts all actions as soon as you start your process
- One at a time waits for the first action in the process to finish before starting the next one
- Manual allows you to manually start each action once you start your process
- Change how you want to Close the process (closed processes can be reopened if needed). This setting can be changed at any time even after the process has started.
- Select Automatically to automatically close the process once all actions are completed or canceled.
- Select Manually to keep the process open and editable until a process owner manually closes the process.
- Edit the process file Permissions to control who owns or who can edit or view the process.
- Select a new Process manager. This is only available after the process has started, and only a Workspace Admin can make this change.
Review calendar settings
Note: Workiva Calendars, Calendar-related features (such as using business days in processes), process templates, process monitoring charts and insights, and the process copy summary card are currently only available in some of our Financial Reporting and Financial Services solutions.
Click Settings in the toolbar and go to the Calendar tab to:
- Add existing calendars (ex: a calendar of business holidays) to see their events in the process’s calendar. This makes it easier to track task due dates against relevant calendar events.
- If you typically set your task due dates relative to a specific schedule (ex: you have a task that needs to be completed by the 5th business day of a two-week cycle), configure business days to make it easier to update those due dates if the schedule changes or if you need to reuse this process again in the future.
- Set the First business day and Last business day.
- Set the typical working days.
- Add any exceptions using the Add exception button or by toggling the dates on the calendar to the right. For example, if your typical working days are from Monday to Friday, but your business has a day off on a Friday, add that date as an exception.
- Review the calendar to the right to make sure your configurations look correct. Unshaded dates indicate business days, while shaded dates indicate days off. The circled numbers indicate the n-th business day of your schedule.
If your process has certification actions, you can also review the certification settings under the Certification tab. Learn more about certification settings.