Business Processes (BPM)

The BPM tab is used to create or modify an existing workflow. 
 
Business Processes (BPM)
 
1

Templates

Select an existing template (to modify) or click the  Add button to create a new BPM.
2

Template Name

Enter the new template name
3

Recalc Due Dates on Actions

Check to recalculate due dates based on the length of time that previous steps took
4

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.
5

Save

Click the Save icon to save the BPM record.
6

BPM Managers

The user designated as the BPM Manager can edit the record after it is finished (approved, withdrawn, rejected etc.) 
7

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
 
8

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.
9

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. 
 
10

Add Role

Press to add a new Role Step - See "Add Role Step" section for Role Step options
11

Add Branch

Press to add a new Branch Step - See "Add Branch" section for Branching options
12

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
13

Visual Workflow

This provides a flowchart or picture of the process you created in the grid above.
14

Show Name/Roles

Select whether the visual workflow should show the user name or the workflow role