Process status

Last updated: 2023-02-23

After running processes or generating reports, you can view the status of a process or reprint a report if this was a scheduled process.

  1. Generate a scheduled report from the Global Actions Menu or from the Component Actions Menu for a project, proposal, letting, etc.
  2. Click the global Actions button and select "Open Process History"
  3. The Process History Overview Component will appear.
  4. Select the Process History tab.
  5. Review the report log. View or print the report.
  1. Generate a scheduled process from the Global Actions menu OR from the Component Actions menu for a project, proposal, letting, etc.
  2. Click the global Actions button and select "Open Process History".
  3. The Process History Overview Component will appear.
  4. Select the Scheduled tab.
  5. After the process runs, select the Process History tab.
  6. View the error log. If the process created data, save it to another location (e.g., Export to Estimator process).

 

 

Tip: Click the Reviewed checkbox on the Process History overview tab to show that the process or report has been reviewed. This is helpful if you are running a process or report multiple times.