Processes

About Processes

Process Templates are procedures that can be defined the once, and then used as the basis for multiple Processes. For example, a Process Template like "Review the Application" can be defined for a Banking Solution, and then reused in Activities for different kinds of Cases--say, Consumer Loans and Commercial Loans.

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.

Business Process Modeling (BPM) is concerned with creating a computerized process model that users can interact with. Such models gives each user the information they need to carry out the next step in the process, and they allow for accurate record-keeping.