Playbook activity view

Playbooks in Accounts Payable Operations displays step by step process involved in processing an invoice processing case through activity views.

The playbook life cycle provides the context as to where an Accounts Payable specialist is within the playbook, including information for each stage and activity and any dependencies between stages. For stages with multiple activities, the playbook life cycle provides step-by-step guidance for completing the stage.

The figure below displays the playbook workflow.

The stages and activities in a playbook life cycle are configured using Process Automation Designer (PAD). Refer to the table below for the Playbook activity.

Table 1. Playbook details

Indicator	Field	Description
1	Playbook header	Displays the title of the playbook
2	Progress indicators	Displays the state of the playbook
3	Playbook action menu	Allows you to expand or collapse stages in the playbook resulting in focussed view. You can use the filter option to refine activities by the assigned user or by the activity status
4	Expand and collapse	Allows you to expand or collapse stages in the playbook
5	Show/hide playbook pane	Allows you to view or hide playbook pane

The playbook work area appears in the center part of the playbook section. It displays the action taken for the current activity, depending on the configured activity view.