Processes › How to Define Steps and Actions › Define Step Properties

Define Step Properties

To define the properties of a new step

1. Select Processes from the Data Administration menu.

   The Available Processes page appears.

2. Click the desired process.

   The Process Definition: Properties page appears.

3. From the content menu, click the type of step you want to create:
   • To create the start step, click Start Step.

     The Process Definition: Start Step page appears.

   • To create an intermediate step, Click Steps.

     The Process Definition: Steps page appears.

   • To create the finish step, click Finish Step.

     The Process Definition: Finish Step page appears.

4. If you are creating an intermediate step, click New Step.

   The Process Definition: New Step page appears.

5. Complete the following fields:

   Step Name

   Defines the step's name.

   Step ID

   Defines the step's unique ID.

   Description

   Defines the step's description.

   Group

   If this is an intermediate step and if you want to associate this step with a particular group, defines the group name associated to this step.

   Milestone

   Designates this step as a milestone.

   Raise a Warning After

   Defines whether you want to raise warning if the process fails to run.

   • Select the period
   • Enter the number for the period.

6. Click Save.

   If this is an intermediate step, the Process Definition: Step Details page appears. If this is a start or finish step, you remain on the Process Definition: Start Step or Process Definition: Finish Step page.

More information:

Process Groups