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Step one: Open the module
Access the Reports module to review documents, records, or transactions connected to this operation.
Module screenshot or visual resource
Main workspace for the module.
Activities•Reports
Reports manual
Understand what Reports is for, how it fits into Activities, and how users should operate it from the portal.
Prerequisites
Before using this guide, make sure the user has access to the module and the initial portal setup is consistent.
1. Process introduction
Reports is the workspace where users review, register, or follow information linked to the corresponding business process.
Activities structures execution, task coordination, deliverables, and follow-up so teams can operate with clearer responsibility and progress visibility.
2. Business value
Reports is not only about displaying data. It also helps reduce manual follow-up, improve visibility, and support a more structured operation across teams and participants.
When users understand this module inside the broader flow, they can make faster decisions and operate with less friction.
3. Step-by-step instructions
Open this module from the portal to review its reports, records, or available operations.
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Step two: Review key information
Check that the main information of the record matches the business context before continuing.
| Field | Description | Required |
|---|---|---|
| Reports | Main information required to operate inside the module. | Yes |
| Complementary data | Complementary data that helps validate the flow or document. | Optional |
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Step three: Confirm and continue
Once the information has been reviewed, continue with the expected action so the process remains traceable and consistent.
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