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--- tech2018:manual_process [2018/06/04 20:02]
Gianluca Pelliccioli [4. Define reporting/KPI on forms data]
+++ — (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 (who is doing what)]];
-   * [[#define_the_poa_forms_fields_and_exit_scenarios| Define the POA, forms fields and exit scenarios]];
-   * [[#define_companies_and_routings | Define companies and roles]];
-   * 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, forms fields and exit scenarios ====
-Based on the simple process we have, this is the list of activities we assume to have:
-^ Activity type ^ Role ^ process ^ deliverables ^
-| VC_CALL | CALL-CENTER | The user will call the prospect and ask if there is any interest on the product Vacuum Cleaner. 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 |
-| VC_QUOTATION | BACK-OFFICE | The backoffice operator will create and deliver a customized quotation  for the Vacuum Cleaner  | The DATE of sending can be a reasonable info to be stored. |
-==== 3. Define companies and routings ====
-The scenario is pretty straight-forward:
-   * We have 2 roles: FO_SALES and BO_SALES
-   * We have 2 companies, FO_COMPANY and BO_COMPANY.
-When the first activity is created it must be assigned to the company FO_SALES.
-When the second activity is created it must be assigned to the company BO_SALES.
-==== 4. Define reporting/KPI on forms data ====
-Based on the process info we can suppose to have 2 KPI:
-   * How many thrads landed in a quotation;
-   * What is the date of sending of the quotation.
-==== 5. Implement/Configure forms ====
-xxx
-==== 6. Implement/Configure the POA ====
-xxx
-==== 7. Test and Go! ====
-xxx
-[[tech2018:tech2018_engine| Back to: workflow management]]

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