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. |
|
Model |
The model governs both identity dimensions, including the time dimension for process instances and the available dimensions for activity context. If, for example, you select the Planning model, whose Time dimension is in monthly increments, the process template works in monthly time increments, as well. |
|
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. Note The system automatically selects the
Time dimension, since it is required for all processes. |
|
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 |
By default 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 about how to change default settings so you can reopen the current activity as the performer or reviewer of the activity, refer to Criteria for Reopening Activities |
Activities
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.