Process Settings
Before creating a process template, you provide basic information that identifies the process template. If you want to further modify a process template, you can use the same features as the setup process described in this topic.
The following table describes the information you need to complete the setup process in the Process Settings tab:
|
Item |
Description |
|---|---|
|
Name |
The name of the process template. |
|
Description |
A description for the process template. |
|
Identity Dimensions |
One or more dimensions common to all processes created from this template. The identity dimension is used to distinguish a BPF instance. The members of any identity dimensions must be specified every time a new BPF instance is created. |
|
Process Monitors |
These are the users that have rights to monitor and change processes created from the process template. |
|
Check only the current step when reopening |
When this checkbox is selected, you can reopen the current activity if you are the performer or reviewer of the activity. Otherwise, you must be the performer or reviewer of both the current activity and the next open activity to reopen the current activity. For detailed information, refer to Criteria for Reopening Activities. |
Navigation attribute is now supported in the embedded configuration of Business Planning and Consolidation, which allows you to select certain navigation attributes as identifying dimensions or driving dimensions in a process template. After you define an attribute as a navigation attribute in an InfoObject, the navigation attribute displays in the corresponding InfoProvider. Then enable the checkbox in the On/Off column of the navigation attribute and you can then use it in the Business Planning and Consolidation web client. For detailed information about the usage of navigation attribute, refers to .
To create a process template from scratch, go to Administration and under the Business Process Flows section, choose Process Templates. Choose New to start the creation of a new template.
You can also use Copy or New Version to create a process template based on an existing template.
To define activities within the business process flow, choose the Activities tab. For more information, see Activities.