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.
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 Template Name
Enter the new template name
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 Recalc Due Dates on Actions
Check to recalculate due dates based on the length of time that previous steps took
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 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.
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 Save
Click the Save icon to save the BPM record.
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 BPM Managers
The user designated as the BPM Manager can edit the record after it is finished (approved, withdrawn, rejected etc.)
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 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
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 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.
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 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.
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 Add Role
Press to add a new Role Step - See "Add Role Step" section for Role Step options
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 Add Branch
Press to add a new Branch Step - See "Add Branch" section for Branching options
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 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
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 Visual Workflow
This provides a flowchart or picture of the process you created in the grid above.
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 Show Name/Roles
Select whether the visual workflow should show the user name or the workflow role
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