Process Management



Go to the "Processes" menu option. You can view the list of existing processes.


This screen allows you to:


  • Create a new design.
  • Display 5, 10, 15, or 50 entries.
  • Search and view diagrams.
  • Edit processes.
  • Edit diagrams.
  • Publish processes.
  • Deactivate processes.
  • View diagrams.
  • Duplicate processes.



Display of Grids


Nombre

Descripción

#

Process Number

Nombre

Process Name

File Type

Record Type associated with the process

Module

Process module which can be one  of three : Main, Capture or Business Rules..

Status

Process status. which can be: Active, Deactivated, In Development.

Version

Process Version. When a new process with the same name, record type, and module is created, he previous one is deactivated , and the version number increases upon publishing the new one.

Updated

Update date: Day, month, and year

Actions

When he process is in development: Edit Process, Edit Diagram, and Publish. When the process is published: Deactivate process, view process diagram, and duplicate process.






Description of Actions


Icon

Name

Description

Edit process

Allows editing the main data of the process.

Edit Diagram

Enables creating the task flow associated with the process and editing the design once it is created.

Publish Process

Allows publishing the process to put it into operation, otherwise, it will remain inactive.

Deactivated Process

Once published, it allows deactivating a process.

Activate Process

Once a process i publishes, it activates automatically. If another process is active for the same module and the same record type, it will be deactivated, allowing only one active process.

View Process Diagram

The user can reactivate i if desire. Once a process is published, it allows visualization and editing.

Duplicate Process

Allow creating a new process from an existing one. This action will increase the version counter.


Create Process


To create a process, select the "New" button. This action opens a screen where you can enter the process name, select the associated record type, and choose the module it belongs to.



The possible modules are:


  • Main: Refers to processes where records go through interconnected scheduled tasks, which may include both manual and automated tasks. Its diagrams include document capture.
  • Additional Rules: These are processes that run periodically to control, modify, alert, or perform any type of operation automatically that could not be included in the main process. They act on the records created, whether they belong to the main or capture process.
  • Capture: These processes are exclusively designed for the capture of documents and data for the record. They include automatic tasks for this purpose and also include manual tasks such as validation.


Once the process is created, press the "Save" button, and it will appear in the list of created processes.



Created with the Personal Edition of HelpNDoc: Quickly and Easily Convert Your Word Document to an ePub or Kindle eBook