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Process Definition
Processes are organized in folders administered by managers. Only one folder level is possible in WorkflowGen.
A folder is assigned to a global participant. The persons who are part of that participant are known as folder managers or process managers. A manager may be one or more persons. However, the participant type List of persons with a coordinator cannot be used for the purpose of assigning folder managers.
Managers have full access to the process definition of their processes, but not to other folders or other administration features.
Users with a WorkflowGen administrator profile have complete access to all folders and their associated processes.
A process can have several versions, but only one can be active at any one time for the purpose of launching new requests. Existing requests launched in prior versions continue to function with the older process definition until the requests are closed but the processes for those prior versions cannot, for the most part, be edited.
A process can be declared as a sub-process and then used in another process action as an independent or embedded sub-process.
A process is made up of the following components:
- Participants (e.g. requester, actor)
- Relevant data (e.g. form, agreement, amount, etc,)
- Actions (e.g. find information, validate, process, wait)
- Transitions (e.g. next actions, conditions)
- Assignment method (e.g. automatic, manual, etc.)
- Notifications (e.g. assignment, closing, etc.)
The definition of a process involves building a number of rules. To simplify implementation, WorkflowGen groups process definition into several sections:
Information related to process creation (status, version, etc.) and general parameters (archiving, notification upon closing, process lead time).
Global participants selected or process-specific participants that will take on the roles of either a requester, an actor, or a process supervisor.
Data that are used by the process per request and that are relevant and necessary to carry out the process workflow.
WYSIWYG built-in form designer to create the forms used by the workflow.
Workflow definition that is made up of actions and their associated transitions, conditions, and exceptions.
Display or quit the process definition full screen mode.
Provides both an overview and details of all parameters used in the process, and also provides a description of any workflow design errors. As well, the report shows summary usage statistics on the process.
Allow testing the process if the status is set to In test. To be able to select the Test link, the process/folder manager must be one of the requesters of the process.
Links | Remarks |
New folder | Displays a blank folder form to add a new folder |
Refresh | Refreshes the folder list displayed |
Filter on * | Remarks |
Name | Filters by folder name |
Description | Filters by folder description |
* A filter can be applied to a part of a field.
Columns | Remarks |
Folder | Folder name (a link displays the process list contained in the folder) |
Description | Folder description |
Process | Number of processes contained in the folder |
Edit | Link to edit the folder information |
Fields | Remarks |
Folder name | Unique identifier for the folder; must respect nomenclature and be limited to 30 characters (required field) |
Description | Folder description limited to 255 characters (required field) |
Process manager | Name of the global participant managing the folder (required field) |
A process manager must be a Person or List of persons type global participant.
A folder cannot be deleted if it contains processes.
Links | Remarks |
New | Displays a blank process form to where you can add a new process |
Refresh | Updates the process list |
Delete | Delete a process |
Filter on * | Remarks |
Name | Filters by process name |
Description | Filters by process description |
* A filter can be applied to a part of a field.
External filters | Remarks |
Status | Filters by process status |
Columns | Remarks |
Name | Process name and version (a link displays the process form in edit mode) |
Description | Process description |
Status | Process status |
Last modified 8mo ago