Processes › Process Groups

Process Groups

Use process groups to categorize steps that represent larger segments of the process.

To create process groups, you must first create a placeholder group and then associate process steps to that group. You can reorder the steps within the group and update the group from time to time.

Create Groups

To create a group of steps in a process

1. Select Processes from the Data Administration menu.

   The Available Processes page appears.

2. Click the process name for which you want to group steps.

   The Process Definition: Properties page appears.

3. From the content menu, select Steps.

   The Process Definition: Steps page appears.

4. Click New Group.

   The Process Definition: Group Properties page appears.

5. At Group Name, enter a group name.
6. At Description, enter a brief description.
7. Click Submit.

   The Process Definition: Steps page appears and lists the group name.

8. Assign steps to this group.

Associate Steps with Groups

After creating a placeholder group, you must associate it with steps from the process.

To associate steps with a group

1. From the Process Definition: Steps page, click the step that you want to associate with a group.

   The Process Definition Step Details page appears.

2. In the General section, click the Group drop-down and select the group with which you want to associate this step.
3. Click Submit.

   The Process Definition: Steps page appears displaying the step as a part of the group.

4. Add more steps in the group as needed.

Reorder Steps and Groups

To reorder groups or steps

1. On the Process Definition: Steps page, click Reorder.

   The Reorder Steps and Groups page appears.

2. Use the up and down arrows to move the steps or groups into the desired order in which they should be performed in the process.
3. Click Submit.

   The Process Definition: Steps page appears displaying the changed order of the steps and groups.

Update Groups

To update a group

1. From the Process Definition: Steps page, click the group name that you want to update.

   The Process Definition Group Properties page appears.

2. Change the Group Name and Description as desired.
3. If necessary, click the Translate icon and change any translations.
4. At Reorder Steps, use the up and down arrows to change the order in which steps are performed in the group.
5. Click Submit.

   The Process Definition: Steps page appears displaying the changes.

View Process Steps

To view the list of steps in a process, from the Available Processes page, click the name of the process whose steps you want to view. From the content menu, select Steps.

The Process Definition: Steps page appears listing all the steps and groups included in the process.