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Table of Contents
1. Installation
1.1 Introduction installation
1.1.1 Requirements
1.2 Java JDK
1.3 MySQL database
1.4 JBoss
1.5 Installation T!M
1.5.1 Options of adapting tim.properties
1.7 Dashboard installation
2. Clients
2.1 Login entry form
2.2 Types of registration
2.3 Distinguishing between different clients
2.3.1 TodoClient
2.3.2 TodoClient-1G
2.3.3 Processmanager-4G
2.3.4 Processmanager-2G
2.3.5 Business Activity Monitoring (BAM)
2.3.5 Process Repository Client (PRC)
2.3.6 Administration Client
2.6.1 Administration
2.6.1.1 Client profile
2.6.1.2 Calendar profile
2.6.1.3 Group settings
2.6.1.4 User settings for group membership
2.6.1.5 User context menu
2.6.1.6 Roles
2.6.1.6.1 Role: Team Manager
2.6.1.7 LDAP
2.6.1.8 How to create clients
2.6.2 Context roles
2.6.2.1 Editing context roles
2.6.3 Timer
2.6.3.1 Setting the timer
2.6.4 Rules matrix
2.7 Dashboard
2.7.1 Dashboard overview
2.7.2 Views
2.7.3 Installation
2.7.4 Table structure
2.7.5 How to configure a theme
2.7.5 Sample analyses
2.8 Generalities
2.8.1 User profile
2.8.1.1 User profile properties
2.8.1.2 Information on a user profile
2.8.1.3 User absence
2.8.1.4 User absence rules
2.8.1.5 Changing a user profile password
2.8.2 Filter functionality
2.8.3 How to pin tabs
2.8.4 Configuring columns
2.8.5 Downloading a table in XLS-format
2.8.6 Updating the client
2.8.7 Notes
3. General Information on Processes
3.1 Process structure
3.2 Groups
3.3 Assigning swimlanes
3.4 Process variables
3.5 Overview of symbols
4. Process Definitions
4.1 General information
4.2 Deploying a process definition
4.3 The context menu of a process definition
4.3.1 Accessing available reports
5. Process Instances
5.1 General information
5.2 Starting a process instance
5.2.1 Alternative options for starting a process instance
5.3 The context menu of a process instance
5.3.1 Accessing available reports
5.3.1.1 Process instance reports
5.3.2 Uploading documents
5.3.3 Archiving a process instance
5.3.4 Using an instance as a template
5.3.5 Properties
6. Activities
6.1 General information
6.2 On the status of an activity
6.3 The context menu of an activity
6.3.1 Uploading of documents
6.3.2 Properties
7. Tasks
7.1 General information
7.2 Creating an absence rule
7.3 Inserting links
7.4 Finishing tasks
7.5 The assignment of tasks
7.6 Creating so-called ad hoc tasks
7.7 The context menu of a task
7.7.1 Accepting a task
7.7.2 Conferring a task
7.7.3 Finishing a task
7.7.4 Access to the assignment history
7.7.6 Create a note
7.7.6 Track efforts
7.7.7 Setting task assignments as read or unread
7.7.8 Properties
8. CPM (Critical Path Method)
8.1 Escalation
9. Smartform
9.1 General information
9.2 HTML/CSS
9.3 Custom JS
9.4 Section handling
9.5 Common errors related to Smartforms
9.6 Launching a Smartform on start
9.7 Index fields
9.8 Softlinks
10. Actionhandler
11. Timer
12. E-mail features
12.1 Testing e-mail configurations
12.2 Mail nodes - attachments - HTML - response options
12.3 Making decisions via e-mail
12.4 Finishing tasks via e-mail
12.5 Editing e-mails for tasks and groups
12.6 Mail Dumbster
12.7 Roundcube - an alternative to Dumbster
13. Logs and options for configuration
14. Quickstart / examples / elements
14.1 Example for onboarding with Signavio
14.2 Example for onboarding with iGrafx
14.2.1 iGrafx FAQ
14.3 Elements for parallel approval
15. Mobile client / Android app
16. Tips and tricks
