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

• Design
  • Understand the process (who is doing what);
  • Define the POA, forms fields and exit scenarios;
  • Define companies and roles;
  • Define reporting/KPI on forms data

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

Back to: workflow management