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.
Working with Processes
Starting a Process
The processes associated with a case are displayed in the sidebar of the Agent Console. If the process can be be started manually, a [Start] button is displayed. Clicking it initiates the process.
Processes can also be started using Rules.
Creating or Modifying a Process
To create a process, you first need a Process Template to attach it to. (The Process Template defines the sequence of tasks that must be performed to complete the process.)
With the Process Template created, you're ready to define 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]
Basic Information
- Name - Give the process a name.
- Description - Give it a short description.
- Required - If this box is checked, the Process must be completed before the case can be closed.
- Process Template - Select the template that defines the sequence of steps that make up the process. (The tasks to be performed.)
Due Date
- Process Due Date - Specify the numbers of days, hours, and/or minutes in which the process needs to be completed
- Date calculated from start of -
- Case - The process due date is based on the start-date of the case, regardless of when the process starts.
- This Process - The process due date is calculated from the date and time that the process is initiated.
- Only Count Business Days - Click this button to ignore weekends when doing the date calculations.