How to: add a new process by starting from a template

Defining a process from a template is a real time saver! Tweak the process to fit your organization easily.

Start from template

1. Go > Foundation > Process Management.
2. Click ‘Add new process’.
3. Click ‘Start from template’.
4. Select the applicable department.
5. Select the applicable main process.
6. Search the applicable process and select it.

Set-up

1. Most fields will be filled out by the template data, review them carefully and edit the information if necessary.
2. Select a process owner from the user list.
3. Select a data owner from the user list.
4. Select a process owner from the user list.
5. Select the IM systems that are involved in the process  or create new IM Systems by clicking on the ‘+’ sign.
6. Click ‘Next’.

Add Process Steps

1. Review the template process carefully.
2. If actors need to be replaced click on the swimming lane sign to replace the order of the swimming lanes.
3. Click on each step to review the step description, the data processed and the linked IM Systems.
4. Add extra steps by dragging a step into the process. The following step types are available:
   1. Send data: use this step to indicate data is send internal to another department or external to another stakeholder.
   2. Sub-process: use this step to refer to sub-process.
   3. Action: use this step to indicate data is being processed.
   4. Gateway types:
      1. A complex gateway: Use the complex gateway if you need multiple gateways to describe the business flow; otherwise, you should use a simpler gateway.
      2. An exclusive gateway evaluates the state of the business process and, based on the condition, breaks the flow into one of the two or more mutually exclusive paths.
      3. An inclusive gateway: breaks the process flow into one or more flows.
      4. A parallel gateway: is used to represent two concurrent tasks in a business flow.
      5. Stop: to indicate the end of a process.
   5. Stop: to indicate the end of a process.
5. Click ‘Save’.