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Flag a Process as Manual or Automated

Use the Manual Process Stages panel to flag a process as manual or automated.

To flag a process as manual or automated

  1. In the Navigation pane, click System Codes and Settings > Accounts > Manual Process Stages.

Manual Process Stages panel

  1. Click the Edit icon. The process appears in edit mode.

Manual Process Stages panel - edit mode

Is Manual: If selected, the process is manual. Users move the process to subsequent stages manually. If cleared, the process is automated. The system moves the process to subsequent stages automatically, based on the stage order set for the process.

  1. Select or clear the check box and then click the check mark.

Related Topics

Search for a Permission or System Code

Data Grids

Manual Process Stages