Using the Process Manager
You can use the Process
Manager form to handle the procedures described here.
Note: You lose any unsaved changes when you click a different tab in the Process Manager form.
- Set up reusable information for Process Manager templates and processes:
- Set up process types.
- Set up reusable process tasks.
- Create templates for various roles. For example, you could reuse a template and its tasks for each new sales representative that you hire.
- Ensure that any documents that users need to update are provided in areas of the system that the users can access.
- Ensure that any workflows that users need to run are created.
See Example: Setting Up a Workflow to Use with the Process Manager.
- Set up a process for a specific employee. The process can be based on a template or not.
- Add a new task to a template or process.
- Perform an assigned process task and mark it as complete.
- Search for processes and templates that match certain keywords.
See Searching for Processes or Templates with the Process Manager.
- Remind an assigned employee about a task deadline. Click the Remind link next to the task, which sends an automated email to the assigned employee.
- Change the details of an existing task in a template or process. Click the Edit link next to the task in the Process Manager form.
- Delete an existing task:
- To delete a task from a process or template, click the Delete link next to the task in the Process Manager form. The task is deleted from the process or template but not from the Existing Tasks list.
- To delete a task so that it no longer displays in the Existing Tasks list, delete the task in the Process Manager - Tasks form.
- Delete a process or a template:
- To delete a specific process or template, select the template on the Process Manager form and then click .
- To delete a range of templates or completed processes, see Deleting a Process or Template with the Process Manager Purge Utility.
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