Stream details

View the details of a stream by clicking the stream tile or by clicking a row in the streams list view. The Stream Details page is displayed. Use the Stream Details page to filter the steps, view steps, complete steps, and comment on steps. Stream owners have the option to edit or add steps.

See Adding steps to a template or stream.

Use these Show drop-down list options to change the view:

Sort by Description
All Steps All steps of a current stream are displayed.
My Steps Only the steps for which I am a participant are displayed.

View the details of each step by clicking the expand icon. Within each step are the fields and actions that the template creator or the stream owner has defined as necessary for this step. As a participant of the stream, you can add data to each requested input. If the stream owner has restricted the step to be completed by a particular participant, only the participants who are assigned to the step can act on that specific step. To act on a step the participant must click Start for the step. After the participant has finished acting on that specific step, you can click Save, Complete, or Cancel. If a step has been completed, you can click Restart if more changes are needed. When edits are completed, you can click the collapse icon to hide the details of that step.