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Difference between revisions of "Process Settings"

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(Created page with " ===Creating or Modifying a Process=== To create a process, you first need a Process Model that defines the tasks that must be performed to complete the process, and the mann...")
 
imported>Aeric
 
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===Creating or Modifying a Process===
To create a process, you first need a [[Process Model]] that defines the tasks that must be performed to complete the process, and the manner in which information flows between them. With the Process Model created, you're ready to define the process.
To create or modify a Process:
# Click '''[New Process]''' or click an existing processes.
# Fill in process settings
# Click '''[Save]'''
===Process Settings===
<blockquote>
====Basic Information====
====Basic Information====
:* '''Name -''' Give the process a name.
:* '''Name -''' Give the process a name.
:* '''Description -''' Give it a short description.
:* '''Description -''' Give it a short description.
:* '''Required -''' If this box is checked, the Process must be completed before the case can be closed.
:* '''Enabled''' (Default=true)
:* '''Process Model -''' Select the template that defines the sequence of steps that make up the process. (The tasks to be performed.)
:*: Clear this box to turn off a process without deleting it.
 
:* '''Process Control Role(s)'''
:*: Select one or more [[Roles]] who are authorized to start (or stop) this process.
:*: If no Roles are selected, then anyone with access to the record can start the process and stop it.
 
:* '''Process Model'''  
:*: Click the diagram to open the [[Process Model]] editor.
:*: Version comments you provide when saving changes are displayed in the process history, below the Settings.


====Process Target====
====Process Target====
This section appears for a standard process. It does not appear for a callable process.
:* '''Target Duration -''' Specify the numbers of days or hours in which the process will normally be completed. (This field exists for reporting only, to track the number of processes that were within goal or exceeded the target.)
:* '''Target Duration -''' Specify the numbers of days or hours in which the process will normally be completed. (This field exists for reporting only, to track the number of processes that were within goal or exceeded the target.)
:* '''Target Date will be Calculated from -'''  
:* '''Target Date will be Calculated from -'''  
::* '''Process Start -''' The target date is calculated from the date and time that the process is initiated.  
::* '''Process Start -''' The target date is calculated from the date and time that the process is initiated.  
::* '''Case Creation -''' The target date is based on the start-date of the case, regardless of when the process starts.
::* '''{objectName} Creation -''' The target date is based on the date the record in this Object was created, regardless of when the process starts.
:* '''Calculate using Business Hours -''' Clicking this button lets you choose the [[Business Hours Calendar]] to use for the target date calculations. Leave it unchecked for a 24/7, 365 response policy.
:* '''Calculate using Business Hours -''' Clicking this button lets you choose the [[Business Hours Calendar]] to use for the target date calculations. Leave it unchecked for a 24/7, 365 response policy.
</blockquote>
 
====Revision History====
This section shows the history of [[Process Model]] revisions, with the most recent at the top. The Revision comment is shown for each version, along with the last person to modify the process model, and when.
 
;Actions:
: '''View'''
:: See the process model diagram for an older version, click the version number.
: '''Revert'''
:: Revert to this version of the process model (a confirmation dialog appears).
:: After reverting, a new version appears at the top of the history, with the comment "Reverted to version {version#}".

Latest revision as of 01:32, 28 April 2015

Basic Information

  • Name - Give the process a name.
  • Description - Give it a short description.
  • Enabled (Default=true)
    Clear this box to turn off a process without deleting it.
  • Process Control Role(s)
    Select one or more Roles who are authorized to start (or stop) this process.
    If no Roles are selected, then anyone with access to the record can start the process and stop it.
  • Process Model
    Click the diagram to open the Process Model editor.
    Version comments you provide when saving changes are displayed in the process history, below the Settings.

Process Target

This section appears for a standard process. It does not appear for a callable process.

  • Target Duration - Specify the numbers of days or hours in which the process will normally be completed. (This field exists for reporting only, to track the number of processes that were within goal or exceeded the target.)
  • Target Date will be Calculated from -
  • Process Start - The target date is calculated from the date and time that the process is initiated.
  • {objectName} Creation - The target date is based on the date the record in this Object was created, regardless of when the process starts.
  • Calculate using Business Hours - Clicking this button lets you choose the Business Hours Calendar to use for the target date calculations. Leave it unchecked for a 24/7, 365 response policy.

Revision History

This section shows the history of Process Model revisions, with the most recent at the top. The Revision comment is shown for each version, along with the last person to modify the process model, and when.

Actions
View
See the process model diagram for an older version, click the version number.
Revert
Revert to this version of the process model (a confirmation dialog appears).
After reverting, a new version appears at the top of the history, with the comment "Reverted to version {version#}".
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