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--- wmanager:core_setup_processes [2018/02/22 13:08]
adharsh G created
+++ wmanager:core_setup_processes [2018/02/23 08:57] (current)
adharsh G
@@ Line 1: / Line 1: @@
-====Setup Troubles====
+====Setup Processes====
-Troubles in WManager is just the means to handle customer requests. With setup troubles we have actually attained near perfect mechanism to acheive the client requests. With Setup troubles you can create your own trouble type that suits your business. We have provided below the description on how to add a new trouble type.
+Processes in WManager is the most important feature in CRM section. Process is of 2 types **Automatic and Manual**. The difference between these 2 types is the way the process is created for a particular customer. The process can be created from the process section by a admin.We can see how a process is being created below.
-===Add New Trouble Type===
+Each Process will contain multiple activities that will be directly associated to a operative of your organization.
-To add a new trouble type you need to click on **Troubles** in admin section. It will take you to list page where you can find all existing types. To add a new one click on **ADD**
-This Section contains 3 tabs:
+====Adding a process====
-  * General Details
+Adding a process will contain 4 tabs they are:
-  * Related Processes
+  * General
-  * Subtypes
+  * Form
+  * Status
+  * Other Variable
-===General Details===
+===General Tab===
-This Tab you can add the title,key,blocking options and severity of the trouble type. Click on save button to enable the other tabs.
+This tab you can provide the basic details about the process like Title,Key,Description,BPM (that means weather it is automatic or manual),Weight and Blocking options.
-{{:wmanager:add_trouble_1.png|General Details}}
+{{:wmanager:setup_process1.png| General}}
-===Related Process===
+===Form Tab===
-With Troubles you can actually initiate a business process when the trouble is created. In order to use the feature we need to add the related process. when you check the **auto-create** then you are enabling the auto create feature that our engine supports. Be sure that you don't add processes that are not related to the trouble because any agent can open the process from troubles page.
+This tab you can select a form that you have added for this process and you have select which all role can create this process.
-{{:wmanager:add_trouble_2.png| Related Process}}
+{{:wmanager:setup_process2.png| Form Tab}}
+===Status Tab===
+This tab you can add the status for the process to find in which state the process is in during execution. On create you always get 3 default status **NEW,WIP and DONE**.
-===Subtypes===
+{{:wmanager:process_save3.png| Status}}
-With this option you can actually add subtypes on a particular trouble. say for example phone damage is trouble and subtype can be screen-damage,speaker damage etc. If you don't need a subtype just ignore the tab as it won't be displayed in front end.
+===Other Variables===
+With this tab you can any extra variables that are needed to be saved in **VARS** table. During the initial creation we usually get **RESULT,RESULT NOTE,STATUS** in vars. In-case if you more than that to be stored in vars then you can use this tab.
+{{:wmanager:setup_process4.png|}}
+{{:wmanager:process4.png|}}
-{{:wmanager:add_trouble_3.png|}}
-===Trouble Status===
-Troubles has 4 status to locate in which state each trouble is currently processed. The statuses are given below:
-  * **NEW:** Denotes that trouble is early stage.
-  * **WIP:** Denotes that work regarding this trouble has been stated.
-  * **DONE:** Denotes the final stage of the trouble.
-  * **CANCELLED:** Denotes that the trouble was cancelled even before the issue was addressed.

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