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Speaking of Configuring processes...
Process is the continuing sequence of events or transactions which have a certain unit or that reproduce with some regularity. That way, we can understand the processes must represent existing work routines in companies. A process always has the aim to achieve some result (objective) and for that result to be achieved must be performed tasks (activities). These activities must have a logical sequence of execution (WorkStream). The prior analysis, drafting and mapping of this information is important and necessary for the registration of the process on platform.
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When a process is configured to allow add-ons, a user can add comments or attachments in an open request, whether they are responsible or not for the current task, in order to avoid communication by other means that will not be recorded in the history of the process.
Configuring processes
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01. From the main menu, click Processes.
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03. View all processes existing in the company.
Add process
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01. Click on Add.
02. Enter the code that represents the process in question.
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When you click Save and edit, it displays a window where you can configure all the settings available for a process. For more information, see Process settings. |
Edit process
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01. Select the process you want to edit.
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When you click that option, it displays a window where you can edit all the settings available for a process. For more information, see Process settings. |
Release process version
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01. Select the process for which you want to release the version that is in edit mode.
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If the process is not in edit mode, that button is displayed as New version. When you click Release version, the platform automatically performs the process information consistency analysis. If all necessary information is correct and properly recorded, the process is released for use. If not, a message is displayed informing the inconsistency found. When you release the process version, the name of that button changes to New version and, when clicked, it allows you to create a new version of the process in edit mode. To release the new version, click Release version again. |
04. Click on Close.
Create process new version
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01. Select the process that has its last released version for which to create a new version.
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If the selected process is in edit mode, that button is displayed as Release version. In that case, to create a new version, release the current version first. |
04. Click on Close.
Delete process
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01. Select the process to be deleted.
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03. Click Ok to confirm the deletion of the process based on the criteria to be applied to it.
Export process
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01. Select the process to be exported.
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When you click this option, it creates a .zip file containing the process, its subprocesses (and subprocesses of those subprocesses), forms linked to the related processes, and datasets linked to the related forms. This compressed file can then be imported into Studio. You can also find this option in the lower right corner of the displayed configuration window when adding or editing a process. |
Define process mobile usage
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01. In the process configuration main window, select the process for which the usage in the Fluig Mobile application will be defined.
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