Difference between revisions of "Processes"

From AgileApps Support Wiki
imported>Aeric
imported>Aeric
Line 9: Line 9:


==Working with Processes==
==Working with Processes==
==Starting a Process==


===Creating or Modifying a Process===
===Creating or Modifying a Process===
Line 19: Line 21:
# Fill in the information below
# Fill in the information below
# Click '''[Save]'''
# Click '''[Save]'''
<blockquote>
====Basic Information====
:* '''Name -'''
:* '''Description -'''
:* '''Required -'''
:* '''Process Template -'''


===Process Information===
====Due Date====
:* '''Process Due Date -'''
:* '''Date calculated from start of -'''
::* '''Case -'''
::* '''This Process -'''
:* '''Only Count Business Days -'''
</blockquote>

Revision as of 00:00, 12 January 2013

GearIcon.png > 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

Starting 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:

  1. Got to GearIcon.png > Customize > Processes
  2. Click [New Process] or click an existing processes.
  3. Fill in the information below
  4. Click [Save]

Basic Information

  • Name -
  • Description -
  • Required -
  • Process Template -

Due Date

  • Process Due Date -
  • Date calculated from start of -
  • Case -
  • This Process -
  • Only Count Business Days -