PROCESS

This guide will walk you through the step-by-step process setup interface, covering how to create processes, sub-processes, and sub-sub-processes, as well as how to manage them within the system.

Why Create Process, Sub-Process, and Sub-Sub-Process?

Creating processes, sub-processes, and sub-sub-processes helps organize workflows clearly and efficiently. It breaks down complex tasks into smaller parts, making them easier to manage, track, and adapt. This structure improves resource use, accountability, and reporting while supporting flexibility and smoother operations.

Pre-Conditions

Before starting, ensure the user is logged into the system with valid credentials and has access to the Data Setup section.

Permissions related to Process

  • Can See Data Setup Left Menu
  • Can create Process, Sub-Process, and Sub-Sub-Process
  • Can Edit Process, Sub-Process, and Sub-Sub-Process

Accessing the Process Setup

Step 1: Navigate to "Data Setup"

Click on Data Setup in the left menu to open the section where processes are managed.

Step 2: Select "Process"

Click on Process in the top right corner of the Data Setup section.

Step 3: Open the "Create" Button

Click on the Create button to open the process creation form.

STEPS FOR PROCESS

Once clicked, the Process Form will appear, which includes three main sections:

  1. Process
  2. Sub-Process
  3. Sub-Sub-Process

Creating a Process

Step 4: Fill Out the Process Form

The Process Form includes the following fields:

  • Process Name: Enter the name of the process.
  • Process Description: Provide a brief description of the process.
  • Status: Choose the status (Active or Inactive).

PROCESS FORM

Step 5: Save the Process

  • Click Save and Continue to proceed to the Sub-Process section.
  • Click Save to save the process and finish the setup for the current process.

Creating a Sub-Process

Step 6: Fill Out the Sub-Process Form

After clicking Save and Continue, you will move to the Sub-Process section.

  • Select Main Process: Choose the main process from the dropdown.
  • Sub-Process Name: Enter the name of the sub-process.
  • Sub-Process Description: Provide a brief description.
  • Status: Select the status (Active or Inactive).

SUB PROCESS FORM

Step 7: Save the Sub-Process

  • Click Save and Continue to move to the Sub-Sub-Process section.
  • Click Save to save the sub-process without proceeding further.

Creating a Sub-Sub-Process

Step 8: Fill Out the Sub-Sub-Process Form

After clicking Save and Continue, you'll enter the Sub-Sub-Process section.

  • Select Sub-Process: Choose the sub-process from the dropdown.
  • Sub-Sub-Process Name: Enter the name of the sub-sub-process.
  • Sub-Sub-Process Description: Provide a brief description.
  • Status: Select the status (Active or Inactive).

SUB SUB PROCESS FORM

Step 9: Save the Sub-Sub-Process

Click Save to finalize the creation of the sub-sub-process.

View or Search for Processes

After creating your processes, sub-processes, and sub-sub-processes, you can view or search for them as follows:

PROCESS EDIT

  • Search for a Process: Use the search bar to look for a specific process.
  • View Created Processes: After a process is created, it will appear in the system with details such as Process ID, Description, and Status.

Action

PROCESS EDIT

  • Edit: Click the icon to enable editing mode, then make the necessary changes. After editing, save the changes to update the information.
  • To add multiple sub-processes and sub-sub-processes under the existing process, click the edit icon, select the desired process, enter the name of the new sub-process or sub-sub-process, and then click save.

PROCESS SETUP

Step 1: Open the Process Setup Form

Click the Process Setup button to open the configuration form.

PROCESS SETUP BUTTON

This will bring up the Process Setup form.

PROCESS SETUP

Single Process Mode

Default Behavior (Single Process Mode Disabled)

By default, all processes are active. No restrictions are applied.

Enabling Single Process Mode

  • To enable Single Process Mode, click the toggle button. This will deactivate all other processes except for the selected one.

PROCESS SETUP

Step 2: Configure the Process

  • Search for the Main Process: Select the main process from the dropdown.
  • Search for Sub-Process: Select the related sub-process.
  • Search for Sub-Sub-Process: Select the corresponding sub-sub-process.

Click Save to activate the configuration. When Single Process Mode is enabled, only the selected process will be active, and all other processes will be deactivated.

Step 3: Process Setup Confirmation

Once you save your configuration, a confirmation message will appear.

PROCESS SETUP SAVE

This confirms that the selected process has been activated, and the others have been Inactive.