Process Scheduling | Process Orchestration | Comidor Low-Code BPM

Process Scheduling

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Comidor can help you manage your processes and avoid losing valuable time on rescheduling a repetitive process. Process Scheduling does exactly this. It provides users with the opportunity to create a process that will be repeating continuously without assuming its creators’ valuable time.

Create a Process Schedule

  1. In order to access Process Scheduling, go to Modules Menu Icon >Business Automation > Process Scheduling.
  2. Click on the “+” icon to create a new Process Schedule.
  3. Fill in the Title of the Process Scheduling and the Basic Info.
    • Type: Select the type of Process you want to Schedule. This means that a Process of type “General” will start in the scheduled start date and Time in a repetition plan, a Process of type “Event” will start in the scheduled start date and time in a repetition plan, etc.

Process Scheduling | Comidor Low-Code BPM

    • Business Function: Extra categorization option.
    • Assigned to: Click on Assigned to field in order to see Comidor Users and Groups. You can assign this Process (when created) in as many people or groups as you wish. This means that people you will select here, are those who should participate in this process.
    • Set Scheduled Start and End Dates and Times of the Process.Process Scheduling | Comidor Low-Code BPM
  1. Complete Process Schedule’s Description.
  2. Then, you should set scheduling of the Process, which is actually the timeframe of the process that is about to be created and choose which State you wish the Process to begin with.(Opened, Confirmed, or Scheduled, etc.)Process Scheduling | Comidor Low-Code BPM
  3. Comidor allows you to set the repetition of a Process (in minutes, hours, days, etc.) from a specific Date to another one. Choose:
    • Minutes to repeat the Process per minutes
    • Hourly to repeat the Process per hours
    • Daily to repeat the Process per day
      • You can exclude weekends by choosing Every weekday
    • Weekly to repeat the Process per specific day of the week
    • Monthly to repeat the Process per specific day of the month
      • You can choose an -every 2 weeks- repetition by selecting “Day 14 of every 1 month”.
      • You can choose an -last day of the month- repetition by selecting “Day L of every 1 month”.
    • Yearly to repeat the Process per specific day of a given year(s).
  4. Additionally:process scheduling/comidor low-code bpm platform
    • Choose Responsible group: The group which probably has the accountability of this Process.
    • Select Importance (Normal, High, Top) and Priority (Low, Normal, High, Top) of the Process, if applicable.
    • Each Process Schedule may have its core relations. So, you can Link this Process with a related Contact, Parent Template, and a Personnel. Type some related letters to find an entity.
  5. Set users that will be Administrators and Process’s Supervisor. Practically, this means that these users will have access on the created Process, even if you have not added them in the Basic info above.Process Scheduling | Comidor Low-Code BPM
  6. In addition, you have to complete the following:
    • Send notification to: Fill in Comidor Users and Groups, you wish to receive a notification when someone commented on this Process.
    • Access rights: People or/and Groups that should have access to this Process, without being necessary to act upon it.
    • Change rights: People or/and Groups that could edit this Process details in the future. “Everyone” is chosen by default. This means that everyone who has access to this Process will have the right to modify it.
  7. Finally, Scheduled duration must be set in order to calculate the Tasks Workload later, if applicable. So, put the scheduled duration of the Process (any type) in hours. e.g. put 0.5 for a Process that will last half an hour or 20 for a Process that is about to last 20 hours.
  8. For repetitive processes, that you are certain of the Start and End time, you can enable the Parameter Execute automatically. The process will be set as running at the scheduled start date and will automatically change to completed at Scheduled end date and time. If you wish to complete the processes manually, leave this parameter unchecked.
  9. Click on Save to save the Process Schedule, on Save and New to save this Schedule and create a new one, on Save and notify when you need to save but also send a Note- Notification message to appropriate people, or Cancel to cancel the procedure.

 

View and Edit a Process Schedule

  1. In order to access Process Scheduling, go to Modules Menu Icon > Business Automation > Process Scheduling.
  2. Select a Schedule from the List view and click on it to access it.Process Scheduling | Comidor Low-Code BPM
  3. If you wish to Edit the Process Schedule, simply click on the pencil button on the top left.
    • Make any modifications in the Process Schedule and then press Save to save the Process Template, on Save and notify when you need to save but also send a Note-Notification message to appropriate people with the changes you made, or Cancel to cancel the procedure.
  4. Click on the Actions button,
    • To Delete this Process Schedule. A confirmation message will appear.
    • To Print this Process Schedule view.
    • Click on Link with in order to Link this Schedule with any Comidor entity (another process, account, contact, project, opportunity, etc.). A pop-up window appears.
    • Click on Notify in order to Notify a person or group of people regarding this Schedule. Watch out to Notify someone that has access on this Schedule.
  5. Click on Tags to add a new Tag on that Process Schedule that it may be a private, group, internal or public. From this point, you can also manage old tags that have been added on that Template.
    • Putting Tags in Process Schedules may help you in grouping them, filtering and finally find them easier.
  6. Click on Links to connect Schedule with other Comidor entities such as Accounts, Contacts, Projects, Opportunities, Messages, Files, etc.Process Scheduling | Comidor Low-Code BPM
  7. Also, you can easily upload related files straight from your Desktop or by clicking on to attach a File URL. Different versions of Files that are uploaded here, may both be kept and managed. You can:
    • Open to view online or download a file or check its versions
    • Rename it
    • Delete it

 

Managing Process Schedules

  1. In order to access Process Scheduling, go to Modules Menu Icon > Business Automation > Process Scheduling.
  2. Select Schedules(s) from the List view. You can Delete the selected Process Schedule(s). A check message appears in a pop-up window prompting you to be specific and check what Process Schedules you would like to delete. Choose between “Yes” or “No”.process scheduling - comidor low-code bpm platform
    • You can Link Schedule(s) with other Comidor entities such as Accounts, Contacts, Projects, Opportunities, Messages, Files, etc.
    • Finally, you can Run the selected Schedules.process scheduling/comidor low-code bpm platform
  1. In the Process Schedules’ main view, click on the Actions button and select between Export or Print buttons in order to export or print the list of the Process Schedules that you are viewing at that moment or all. Regarding printing, a new tab will open in your browser; please, make sure you will follow your browser’s printing procedure.

Make sure prior to this action that you are viewing the searched or filtered or all Schedules, having them sorted and/or grouped by the way you wish. Check Data Management for more information about all these options above.