We will learn here how to configure a Manual Process by starting by a simple example.

• 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 designed roles;
• Verify there is at least one company for each role;
• Configure forms;
• Configure process and POA;

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.

Based on the simple process we have, this is the list of activities we assume to have:

insert into setup_roles (key) values ('NEW-ROLE');

xxx

xxx

xxx

xxx Back to: workflow management