Manually creating a new process
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Select .
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On the Manage Process tab, select .
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Specify this information:
- Process Name
- Specify a name for the process.
- Team
- Select the team that owns the process.
- Process Owner
- Select the person from the designated team to own the process.
- Company
- Select the default company that is used for the process.
- Default Calendar
- Select the default calendar for the process.
- Default Period Group
- Select the default period group for the process.
- Schedule Tasks For Work Days Only
- Select this check box to assign tasks only on work days according
to the designated calendar.
- Priority
- Select the priority for the process: Low, Medium, or High.
- Risk
- Select the risk for the process: Low, Medium, or High.
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Click OK.
- Close Management setup
- Close Management general setup
- Action reasons
- Close Management resources setup
- Close setup
- Creating approval codes in Close Management
- Creating task types
- Manage process
- Creating a new process using the Process Wizard
- Manually creating a new process
- Adding a sub process
- Adding tasks
- Linking tasks
- Adding process documentation to processes, sub processes, and tasks
- Copying processes, sub processes, and tasks
- Moving processes, sub processes, and tasks
- Reassigning processes, sub processes, and tasks
- Renaming processes, sub processes, and tasks
- Using Infor Spreadsheet Designer
- Creating a process using Infor Spreadsheet Designer