Getting Started › View Your Information › Processes

Processes

A process is a series of actions or steps in the product resulting in an end. All processes have the following characteristics:

• A start step and finish step.
• Post-conditions and preconditions to connect the steps.
• Each step performs a single action that is intended to move the process toward its completion.

Note: Processes are not explicitly marked as complete. The completeness of a process instance depends on the status of the steps it contains. When the Finish step is completed, the process instance ends.

You can view the following processes from the Organizer:

• Initiated

  Includes process instances that you started or to which you have the view access. You can view the status or click a process link to view the step details.

• Available

  Includes processes available for you to initiate and to edit their definitions. You can start a process or click a process link to edit its definition. You can also create new processes.

  Note: To view a list of all available global processes, process administrator access is required.

Follow these steps:

1. Open Home, and from Personal, click Organizer.
2. Click Processes.
3. Open the Processes menu, and click Available or Initiated.

More Information:

Action Items

Notifications

Tasks

Start a Process

Each time a process is started, by either a manual action or an automated trigger, a process instance is created.

Follow these steps:

1. Open Home, and from Personal, click Organizer.
2. Click Processes.
3. Open the Processes menu and click Available.
4. Select the check box next to the process you want to start, and click Start.

Modify a Process

You can only modify processes that have Mode set to Draft or On Hold. If the mode is set to Active, you cannot modify a process. The appropriate access rights are required to modify a process.

Follow these steps:

1. Open Home, and from Personal, click Organizer.
2. Click Processes.
3. Open the Processes menu, and click Available.
4. Click the name of the process to modify.
5. Complete the following steps:
   • Modify the generic attributes for this process.
   • Update the process steps as desired by adding, renaming, deleting, adding conditions to, or altering actions.
   • Update groups by adding, removing, reorganizing, or renaming them.
   • Update escalation properties by changing escalation type, level, grace period, or additional notifications.
   • Click the Validation link to validate the process modifications. If you identify any errors, correct them and revalidate the process. If there are no errors, click Exit.

Cancel a Process Instance

You can cancel only active and incomplete processes. When you cancel a process instance, the process instance stops at the step in progress. Canceled process instances are not deleted and remain for reference purposes. You cannot reinstate a canceled process.

Follow these steps:

1. Open Home, and from Personal, click Organizer.
2. Click Processes.
3. Open the Processes menu and click Initiated.
4. Select the process instance, and click Cancel Process.
5. Click Yes to confirm.