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tech2018:manual_process [2018/06/05 07:58]
Gianluca Pelliccioli
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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. 
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-{{:tech2018:poa_manual_process.png?200|}} 
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-==== Checklist to configure a new Manual process ==== 
-   * **[[poa_design | Design]]** 
-    * [[poa_design#understand_the_process_and_roles_who_is_doing_what| Understand the process (who is doing what)]]; 
-    * [[poa_design#define_the_poa_forms_fields_and_exit_scenarios| Define the POA, forms fields and exit scenarios]]; 
-    * [[poa_design#define_companies_and_routings | Define companies and roles]]; 
-    * [[poa_design#define_reporting_kpi_on_forms_data | Define reporting/KPI on forms data]] 
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-   * **[[poa_implementation | Implementation]]** 
-    * [[#insert_new_role| Insert designed roles]]; 
-    * Verify there is at least one company for each role; 
-    * Configure forms; 
-    * Configure process and POA; 
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-[[tech2018:s2:tech2018_engine | Back to: Workflow management]] 
tech2018/manual_process.1528185506.txt.gz ยท Last modified: 2018/06/05 07:58 by Gianluca Pelliccioli