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--- tech2018:manual_process [2018/06/04 12:36]
Gianluca Pelliccioli [Checklist to configure a new Manual process]
+++ — (current)
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-==== How to configure a manual process =====
-We will learn here how to configure a Manual Process by starting by a simple example.
-{{:tech2018:poa_manual_process.png?200|}}
-==== Checklist to configure a new Manual process ====
-   * [[#understand_the_process_and_roles_who_is_doing_what|Understand the process and roles (who is doing what)]];
-   * Define the POA, forms fields and exit scenarios;
-   * Define companies and routings;
-   * Define reporting/KPI on forms data
-   * [[#insert_new_role| Insert designed roles]];
-   * Verify there is at least one company for each role;
-   * Configure forms;
-   * Configure process and POA;
-==== 1. Understand the process and roles (who is doing what) ====
-The first thing you have to to is to mature the complete understanding of "who is doing what" to achieve your expected result.
-If you are lucky enough this understanding should be based on a documented process that the business consultant should have shared.
-==== 2. Define the POA ====
-Based on the simple process we have, this is the list of activities we assume to have:
-^ Activity type ^ Role ^ process ^ deliverables ^
-| PRODUCT_X_CALL | CALL-CENTER | The user will call the prospect and ask if there is any interest on the product X. If YES then he/she will create a new activity for back-office in order to create and send a customized quotation. Otherwise the operator will just close the thread | The RESULT variable will tell if the process should proceed or not |
-| PRODUCT_X_QUOTATION | BACK-OFFICE | The backoffice operator will create and deliver a customized quotation  for PRODUCT X | The DATE of sending can be a reasonable info to be stored. |
-==== 3. Verifiy activities roles ====
-<code>
-insert into setup_roles (key) values ('NEW-ROLE');
-</code>
-==== 4. Verifiy companies and routing options ====
-xxx
-==== 5. Configure the forms ====
-xxx
-==== 6. Configure the POA ====
-xxx
-==== 7. Test and Go! ====
-xxx
-[[tech2018:tech2018_engine| Back to: workflow management]]

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