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The BPM tab is used to create or modify an existing workflow.
Templates Select an existing template (to modify) or click the Add button to create a new BPM.
Template Name Enter the new template name
Recalc Due Dates on Actions Check to recalculate due dates based on the length of time that previous steps took
Associate With Select the module(s) that this BPM will be associated with. Or, select Any to have the ability to use with any module.
Save Click the Save icon to save the BPM record.
BPM Managers The user designated as the BPM Manager can edit the record after it is finished (approved, withdrawn, rejected etc.)
Overdue Alert Options Select the options that will apply to this BPM template
Alert Active: Check to turn on alerts
Days (+/-): Determines how many days before or after the due date the Alert will be activated
Roles: Select all roles that will receive the alert
Email: Check to email the Alert
Onscreen: Check to active an onscreen alert
Visual Workflow Designer Click to create your workflow in the designer view (drag and drop roles, steps etc.) You can also design by following the steps listed in #4.
Roles & APM Rules Drag and drop the roles from the left to the right under the workflow grid OR click Add Role or Add Branch. A list of the existing roles will be displayed in the Roles and APM rules box.
Add Role Press to add a new Role Step - See "Add Role Step" section for Role Step options
Add Branch Press to add a new Branch Step - See "Add Branch" section for Branching options
Steps Drag roles to the Steps box to build the workflow
Type: Role Step or Branch - Press the icon in this column to edit the line options
Description: Role Name or Branch Description
Action: Next Step, Branch or Final Approval
Return To: Select which step a return will be sent to
Delegate: Checked if this step is delegated to another user
Visual Workflow This provides a flowchart or picture of the process you created in the grid above.
Show Name/Roles Select whether the visual workflow should show the user name or the workflow role
