Processes

> 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.

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 > 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 -