Difference between revisions of "Processes"
From AgileApps Support Wiki
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===Creating or Modifying a Process=== | ===Creating or Modifying a Process=== | ||
To create a process, you first need a [[Process Template]] to attach it to. | |||
With the Process Template created, you're ready to create the process. | |||
To create or modify a Process: | To create or modify a Process: | ||
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# Fill in the information below | # Fill in the information below | ||
# Click '''[Save]''' | # Click '''[Save]''' | ||
===Process Information=== | |||
Revision as of 23:53, 11 January 2013
> Customize > Processes
About Processes
Processes are sequences of tasks (or steps) that are carried out by Case Workers. The sequence, or process flow can do conditional branching based on Case Data. Additionally, Timers can be created to perform actions at specified times.
Processes are built from Process Templates. The templates provide a reusable skeleton for the operations. The Process provides the specific dates and data for a given instance of the process.
- Note:
Business Process Modeling (BPM) is concerned with creating a computerized process model that users can interact with. The models help to arrange task flow so that users get the information they need to carry out their tasks. Computerizing the model automates the sequence, and allows for accurate record-keeping.
Working with Processes
Creating or Modifying a Process
To create a process, you first need a Process Template to attach it to. With the Process Template created, you're ready to create the process.
To create or modify a Process:
- Got to
> Customize > Processes - Click [New Process] or click an existing processes.
- Fill in the information below
- Click [Save]