Folder is a directory containing related process or documents in the Emakin. The left side of the screen contains the navigation menu for folders.
Starting a new process
After selecting a folder from the navigation menu, all accessible processes are listed on the page. Clicking the process name will start the process. Some processes may be hidden, due to user not having the permission to access, or they have been disabled by the administrator.
Managing a Folder
The folder toolbar is used to manage the folder properties. This toolbar is only visible when the user has a “Write” permission for the respective folder.
New Folder
Creates a new folder in the current folder.
Edit
Changes the folder’s name.
Permissions
Allows editing who can access the current folder with what kind of permission. Folder permissions can be specified as: “Read“, “Execute“, “Write“ and “All“
Security Profile
Used to give permissions to users for reaching the folder. If a security group doesn't exist, system uses the default group.
Identity
Specifies the responsible person, unit or a group.
Permissions
Permission specifies the authorization level of users. There are four authorization levels which are Read, Execute, Write and All.
Read allows user to see folders, contents inside and start tasks.
Execute grants the same permissions a process administrator has. Users with this permission can execute any action provided to process administrators such as configuring the settings page of a process.
Write allows user to access the process design screen and make changes on it.
All permission consists of all three permissions listed above.
Clicking the little downward arrow next to the Identity selection, a field opens up with a details panel that consists of the three subtitles. These are "Type", "Begins at" and "Expires at".
Type: consists of the two options for managing identity's permission. Those are allow and deny.
Begins At (optional): start date of a permission period. If type of allow you can access that folder after begins date. If type of deny, you can't access that folder after begins date.
Expires At (optional): end date of a permission period. If type of allow you can't access that folder after expires date. If type of deny, you can access that folder after expires date.
Learn how to manage permissions and authorization :
Delete
Deletes the current folder and its child folders.
When a folder is deleted, all of the related processes and tasks are automatically removed from the system.
This action cannot be undone. Therefore, it is recommended that instead of deleting a folder, best option would be to delete the user identities from the access control list in order to hide it from users.
Learn how to move folders:
Dashboard and Report
Dashboard and report features can be designed, if a process needs them. Dashboard and report are customized with processes and change accordingly to the process specific graphics or listings.
Dashboard
Dashboard is submitted as a graphical summary of important data. It also gives an overview of a running process. After selecting a folder from the navigation menu, dashboards of the related process are listed on the page.
Example dashboard:
Pie chart shows an active contract counts, with each piece of a contract separated from each other with different color. When you move mouse over the color, you will see a contract type name and count.
Active contract: Some of the features are listed under the pie chart. These are “Revision Date”, “Inception of Treaty”, “Duration”, “End date” and “Responsible”.
If you want to learn how to make a graphic diagram, click here.
Report
Reports are used for giving details about process account or statement, and to export an Excel list.
Criteria can be decided on how the the report to be shown. When the search button is clicked, the corresponding data are listed on the screen.
To learn how to make a report, click here.
Click on the hamburger button to reach the process design section.
To create a process section, enter the name of the process and click the “+” button.