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--- tech2018:manual_process [2018/06/04 20:11]
Gianluca Pelliccioli
+++ — (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 ====
-   * **[[poa_design | Design]]**
-    * [[#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
-   * **Implementation**
-    * [[#insert_new_role| Insert designed roles]];
-    * Verify there is at least one company for each role;
-    * Configure forms;
-    * Configure process and POA;
-==== 5. Implement/Configure forms ====
-xxx
-==== 6. Implement/Configure the POA ====
-xxx
-==== 7. Test and Go! ====
-xxx
-[[tech2018:tech2018_engine| Back to: workflow management]]