Business Processes (BPM)

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

Enter the new template name

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

Select the module(s) that this BPM will be associated with.  Or, select Any to have the ability to use with any module.

Click the Save icon to save the BPM record.

The user designated as the BPM Manager can edit the record after it is finished (approved, withdrawn, rejected etc.) 

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

 

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.

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. 

 

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

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

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

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

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