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

• Design
  • 1. Understand the process (who is doing what);
  • 2. Define the POA, forms fields and exit scenarios;
  • 3. Define companies and roles;
  • 4. 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;

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