Defining Steps and Substeps

You can create steps that form part of a Business Process Flow (BPF). For guidelines on defining steps and substeps, see Criteria for Defining Steps and Substeps.

Prerequisites

The necessary settings have been made in the Setup BPF screen of the template creation interface.

Procedure

Defining Steps

From the Define Steps/Sub-Steps screen, choose Add and provide the following information in the dialog box that appears:

Item	Navigation	More Information
Name	Provide a title for the step.	None
Instruction	Provide a description of what is to be done in the step.	None
Enable Reviewers	To allow a review action for the step, select the checkbox.	To define an action that a reviewer must perform when reviewing the step, see Defining Actions.
Allow Reopen	To allow authorized users to reopen a step, select the Yes radio button.	For more information, see Criteria for Reopening Steps.
Define Step Region Criteria	Provide information about the driver dimension, owner and reviewer property, and the dimension members.	For more information, see Defining Step Region Criteria.
Opening Criteria	Select the appropriate radio button to open by All Step Regions or Matched Step Region.	For more information, see Criteria for Opening Steps.

Defining Sub-Steps (Optional)

From the Define Steps/Sub-Steps screen, select an existing step and choose Add New Sub-Step. Provide the following information in the dialog box that appears:

Item	Navigation	More Information
Name	Provide a title for the substep.	None
Instruction	Provide a description of what is to be done in the substep.	None

Note Note

You cannot define properties here as this is only relevant at step level.

End of the note.

Result

You have created steps and substeps for your BPF. To define actions, choose Next. You can define actions for steps that do not have substeps. For more information, see Defining Actions.