Process scheduling

process scheduling | business processes | comidor

Process scheduling

1900 745 Comidor

Process Scheduling

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 which will be repeating continuously without assuming its creators’ valuable time.

Create a Process Schedule

  1. In order to access Process Scheduling, go to Application 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.process scheduling | business automation | comidor 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.
    • Category: 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 these who should participate in this Process.
    • Set Scheduled Start and End Dates and Times of the Process.process scheduling | business automation | comidor
  4. Complete Process Schedule’s Description.
  5. 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 | business automation | comidor
  6. Comidor allows you to set a 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 week day
    • 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 given year(s).
  7. Additionally, choose:process scheduling | business automation | comidorResponsible 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 has 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.
  8. 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 add them in the Basic info above.process scheduling | business automation | comidor
  9. In addition, you have to complete the following:
    • Send notification to: Fill in Comidor Users and Groups, you wish to receive notification when someone commented on this Process.
    • Access rights: People or/and Groups that should have access on 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 on this Process will have the right to modify it.
  10. Finally, Scheduled duration must be set in order to calculate the Tasks Workload later, if applicable. So, put here 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.
  11. 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 Application Menu Icon > Business Automation > Process Scheduling.
  2. Select a Schedule from the List view and click on it to access it.process scheduling | business processes | comidor
  3. If you wish to Edit the Process Schedule, simply click on the pencil button on 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 (other 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 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 | business processes | comidor
  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 Application Menu Icon > Business Automation > Process Scheduling.
  2. Select Schedules(s) from the List view.process scheduling | business processes | comidor 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”.
    • 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 | business processes | comidor
  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.