Process Templates

process templates | business processes | comidor

Process Templates

1897 952 Comidor

Process Templates

Process Templates give you the opportunity to have all your standardized processes in one place and have the guidelines to follow a very specific company’s procedure.

They can be used when creating a new process of any type or when you are using Quick Adds.

 

Create a Process Template

  1. Click Application Menu Icon > Business Processes > Process Templates.
  2. Then, press on the ‘+’ button to add a new Process Template.
  3. Fill in the Title of the Process Template and the Basic Info.process templates | business processes | comidorType: Select the type of Process you want to associate the Template with. This means that a Template of type “General” will be available when creating a new generic process, a Template of type “Project” will be available when creating a new project, etc.
    • Category: Search for a Process Category and select it or add a new one. See how to add Categories in Data Management.
    • 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. Also, choose the Role.
    • Select the Priority (Low, Normal, High, Top) of the Process Template.
    • Put the Duration in days or hours (depending on the expected process duration) – this will set the scheduled end date and time, when taking into account the scheduled start date and time.
    • Initial State refers to Opened, Confirmed, Scheduled or Running state, that users can set for the beginning of the Process.
    • Finally, each Process Template may have its core relations. So, you can Link this Process Template with an Account and a Workflow.
  4. Add the Location details, such as Country, Address, Cityprocess templates | business processes | comidor
  5. Then, complete Process Template Description.

process templates | business processes | comidor

  1. In the Additional Info, fill-in:
    • Category: Extra categorization option.
    • Responsible group: The group which probably has the accountability of this Process.
    • Select Importance (Normal, High, Top).
    • Link the process template with a Parent process,a Contact, a Personnel or a service. Type some related letters to find an entity.
  2. In Performance tab, users should put Workload in hours, which will be the sum of duration of all Tasks that should be performed upon this Process completion.
  3. Then, set users that will be Administrators and Process Template’s Supervisor. Practically, this means that these users will have access on the created Process, even if they are not added in the Basic info above.process templates | business processes | comidor
  4. From this point, you can choose who you want to have access to the Proccess Template and whom you wish to send notifications to:
    • Send notification to: Fill in Comidor Users and Groups, you wish to receive notification when someone commented on this Process.
    • Additional access: 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 Topic will have the right to modify it.
    • Template rights: People or/and Groups that could use this Template and of course have access on this.
  5. Finally, you can choose whether to Execute automatically the new process, when created. This will start and finish automatically the process in the specified timeframe.
  6. Click on Save to save the Process Template, on Save and New to save this template 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 Template

  1. Go to Application Menu Icon > Business Processes > Process Templates.
  2. Select a Template from the List view and click on it to access it.
  3. Click to Edit the Process Template by clicking on the pencil button on top left.
    • Make any modifications in the Process Template 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.process templates | business processes | comidor
  1. Click on the Actions button to Print this Process Template view.
  2. Click on Tags to add a new Tag on that Process Template 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 may help you in grouping them, filtering and finally find them easier.process templates | business processes | comidor
  1. 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 Templates

  1. Go to Application Menu Icon > Business Processes > Process Templates.
  2. Select Template(s) from the List view.process templates | business processes | comidorYou can Delete the selected Process Template(s). A check message appears in a pop-up window prompting you to be specific and check which ones you would like to delete. Choose between “Yes” or “No”.
  3. In the main view, click on the Actions button and select between Export or Print buttons in order to export or print the list of the Templates 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.

process templates | business processes | comidor

Make sure prior to any action that you are viewing the searched or filtered or all Process Templates, after you have sorted and/or grouped them by the way you wish. Check Data Management options for more information about all these options below.

Create Form and Fields in a Process Template

  • Go to Application Menu Icon > Business Processes > Process Templates.
  • Enter a Template from the List view.
  • Select from the left-side menu the tab User fields in order to create custom user fields for the creation form, when initiating the specific process template.
  • Then, go to the tab User Forms and click on “+” button to add the creation form.
  • Complete the basic info as bellow.process templates | business processes | comidor
  • Check Main, if you want to see this form and the data inside in your Mother Process. It will appear in a separate tab in the left side menu of the process.
  • Do not forget to select in Quick the option In process template list, if you wish to use this form as insert form in the Quick Add. Alternatively, choose in quick add menu and your form will appear in quick add bar below other units.
  • After saving the from, then you should create a component in order to organize your form and add your fields and be displayed in the way you wish.process scheduling | business processes | comidor
  • In the window that opens, fill in the Block Name, Column, Label, and the Alignment to be displayed in your form. Then, click save.process templates | business processes | comidor
  • Search database fields or/and custom fields from Available fields List and then and drag-n-drop them to Used fields list inside the Container you have created.process templates | business processes | comidor
  • Here, you can see how your form will appear in Quick add, after you select the Template you have made. The fields Title and Attachments by default appear in all Process Templates. You have the ability to choose from a numerous list of database fields or/and custom fields to be added in your form.process templates | business processes | comidor

For more information on how to create user forms and fields please visit our User Fields and User Forms Help Center.