Creating Process Instances

Use

An authorized user can create a process instance in the Administration screen. You can create up to 24 process instances for each process template.

Generating a process creates all required activities and activity contexts. Once generated, the process instance is no longer associated with the template. Any changes to the template definition do not impact previously generated processes.

Prerequisites

A process template has been created, validated, and deployed.

Procedure

In the Process Instances screen, choose New. This opens the New Process Instance wizard that has the following steps:

Select the process template.
Choose the process owner.
Select the context.
You can change the performer or reviewer for each activity.

Select an activity and click Change Performer or Change Reviewer as appropriate and choose a different user or team.
You can set a timeline by scheduling a start date for the process instance and enabling corresponding deadlines for each activity. For more detailed information, refer to Setting Deadlines for Activities.
Note
Any settings you made in the process instance overwrite those made in the process template. Therefore, if you choose not to enable deadlines for the activities during the creation of the process instance, the deadlines you previously set in the process templates will not take effect.
Review the process, select Start the process instance and click Finish.

The title of the created process is derived from the process template name and the context of the process.

Result

You have created a process. Click Refresh in the Process Instances screen to add the new process to the list; it is displayed with a status of Active.

You must manage the process and activate it before a user can see it in the interface. You can perform the following functions for a process in the Process Instances window:

Function	Description
Start/Resume	Start is normally used to manually begin an activity. Resume is to restart a suspended process. After that the status changes to Running.
Suspend	Suspend deactivates an active process or a process waiting for finalization. The status changes to Suspended. The process can be reactivated using Resume. An inactive process does not appear available for users and can be seen only in the Administration window. Note that the deadline is not postponed even when a process is suspended.
Change Assignments	The Change Assignments wizard allows you to change the process owner and an activity performer or reviewer.
Reset	Resets a process back to activity 1. The system resets the status within the process so users must perform the steps again. The system does not, however, reset changes made to your metadata or transaction data.
Archive	To delete process instances that are no longer needed. The processes to be archived must not be in the status Running.
Refresh	To refresh the display after changes have occurred.