Processes

Overview

The Processes page shows background processes. Use this page to review process history, check process status, identify the creator, and retry or cancel supported processes.

Use this page to:

• View all available processes in a table.
• Search for processes.
• Review process timing and duration.
• Review who created a process.
• Check whether a process succeeded.
• Retry a process when the retry action is available.
• Cancel or close a process action when the cancel action is available.

This page helps operators monitor process execution and investigate process results without opening each related product area.

Before you begin

Required permissions

• You must have permission to view processes.

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Access to the Processes page and process actions is controlled by the relevant role permissions for equipment and processes.

Preconditions

• At least one process must exist before the table shows process records.

Dependencies

• Process records are created by supported system operations, such as report generation or equipment-related workflows.
• Status values depend on the result returned by the related operation.
• Search results depend on the process data available to the current user.

Important limitations

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• The retry and cancel icons are visible in each row, but the action behavior depends on process state.

Page layout

Processes table

The processes table lists process records and their status. Each visible row shows a succeeded process created by Default Super Admin. Some values are shortened with an ellipsis because the column width is limited.

Processes

Callout	UI element	Description	When to use
1	Timing column	Shows when the process ran and how long it took.	Use to review when a process occurred and its duration.
2	Creator column	Shows the process creator name and email.	Use to identify who started or created the process.
3	Panel column	Shows the related panel.	Use to identify the panel related to the process when a panel value exists.
4	Info column	Shows process information.	Use to understand what the process was related to.
5	Status column	Shows the process result.	Use to confirm whether a process completed successfully.
6	Retry and Cancel actions	Shows a circular arrow and an X icons at the end of each row.	Use to retry, cancel, stop, or dismiss a process when the action is enabled and supported.

How to use this page

Review process status

Goal:

• Confirm whether a process completed successfully.

Steps:

1. Open the Processes page.
2. Find the process row in the table.
3. Review the Status column.
4. Check the status icon next to the status text.

Expected result:

• The process status is visible in the Status column.
• A green check icon and Succeeded status indicate that the process completed successfully.

Retry a process

Goal:

• Run a process again when retry is available.

Steps:

1. Open the Processes page.
2. Locate the required process row.
3. Review the process status and information.
4. Select the circular arrow icon at the end of the row.
5. Monitor the process status after the retry starts.

Expected result:

• The system attempts to run the process again when retry is allowed.
• The process status updates after the retry completes or fails.

warning

Retry is available only when the process state and your permissions allow it. Review the process information before retrying an operation.

Cancel or close a process action

Goal:

• Cancel, stop, or dismiss a supported process action.

Steps:

1. Open the Processes page.
2. Locate the required process row.
3. Select the X icon at the end of the row when the action is enabled.
4. Review the process status after the action is applied.

Expected result:

• The process action is canceled, stopped, or dismissed according to the supported behavior for that process.
• The process status updates if the action changes the process state.

Tips

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• Use Search Processes when the table contains many process records.
• Review the Timing column before retrying a process to avoid retrying an old or unrelated record.
• Check the Creator column when auditing who started a process.
• Check the Info column to understand whether the process is related to a report or another operation.
• Use pagination when the total count is higher than the number of visible rows.

Troubleshooting

The process I need is not visible

Possible causes

• The process is on another page.
• The search field is filtering the table.
• The process is not available to the current user.
• The process was not created successfully.

What to do

1. Clear the Search Processes field.
2. Review the process count below the page title.
3. Use the pagination arrows to move between pages.
4. Change the number of processes shown per page.
5. Confirm that your role has permission to view the process.

Retry is not available or does not work

Possible causes

• The process state does not support retry.
• The process already succeeded.
• You do not have permission to retry the process.
• The retry action is disabled by system rules.

What to do

1. Review the process status.
2. Confirm that retry is supported for the selected process.
3. Confirm that your role has permission to retry processes.
4. If retry remains unavailable, contact an administrator.

The cancel or close action is not available or does not work

Possible causes

• The process state does not support cancellation.
• The process already completed.
• You do not have permission to cancel or close the process action.
• The action is disabled by system rules.

What to do

1. Review the process status.
2. Confirm that the process can still be canceled or closed.
3. Confirm that your role has the required permission.
4. Refresh the table and check the process status again.
5. Contact an administrator if the action should be available but is not shown.

Long values are cut off in the table

Possible causes

• The column width is limited.
• The creator email or report name is longer than the visible space.
• The browser window is narrow.

What to do

1. Increase the browser width if possible.
2. Check whether the full value appears on hover or in a related details page.
3. Use search with the visible part of the value if you need to find matching records.
4. Open the related report, process, or audit record if more detail is required.

Related pages

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• Permissions