Process Event Maintenance
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Overview of NA308UPD
The Process Event Maintenance allows you to configure specific events for follow up in the Connect FR system. There are only certain events (Event, Gift Receipt or Misc Revenue) that qualify for this process. You should only edit existing items on this screen, unless otherwise directed by DDI staff.
- From the DDI Connect main menu, double-click Process Management
- Double-click Process Event Management. You will see a screen similar to this one:
Select an existing item and click the Edit button. The fields will now become enabled for editing:
The following fields are available for modification on this screen:
Field | Description |
---|---|
Process Template | Click the drop down arrow to select from a list of active process templates in the system |
Is Active? | If selected, this event is active in the system |
Assign to DDI User | Click the drop down arrow to select the user that this event process should be assigned to. To add an individual to this list, they must be added as a user within User Maintenance, and their default org MUST be your organization. If not, they will not appear on this list |
When you have finished making your changes, click Save to retain them.