Processmaker manual

As of ProcessMaker 3.

ProcessMaker is an open source, workflow management software suite, which includes tools to automate your workflow, design forms, create documents, assign roles and users, create routing rules, and map an individual process quickly and easily. It's relatively lightweight and doesn't require any kind of installation on the client computer. This file describes the requirements and installation steps for the server. Before installing, Nginx needs to be configured to use php-fpm and point to the public folder. The online documentation for usage of ProcessMaker 4 can be found by clicking the link below. If your PR requires branches in other packges or core, you can specify the branch anywhere in the PR body with this tag:.

Processmaker manual

All rights reserved. Introduction 1. BPM can be applied to large and small organizations alike. The goal - the improvement of business performance and agility by applying one or all of the following:. The following defines a few basic terms before we delve further into the topic. Definition of a Business Process A business process can be anything from processing a customer order, to opening a new account or on- boarding a new employee. It is the set of steps taken in our day to day work activities performed to accomplish a desired outcome. There are different levels or types of business processes. Types of processes are referred to here as 'Super processes' including management processes, operational processes and supporting processes. The top chart includes some examples of these super business processes. Super processes are generally broken down into high level business processes or groups. For example, if we look at the Employee Lifecycle Management super process in more detail, it can be unpacked into. These high level business processes in turn can be broken down into workflow level processes, which are the detailed activities and tasks performed to complete each process as depicted by the Performance Reviews workflow to the right. Understanding how day to day work activities ultimately roll-up to high level processes and super processes is fundamental to the establishment of metrics and alignment of work activities to strategic goals and business objectives. Click here to learn more about process frameworks, or for industry standard process frameworks with defined process categories and breakdowns by industry, visit APQC.

Professional Documents. Type: this field indicates the SLA type.

Current Version: 3. Release Notes Version 3. Learn how to develop business solutions in ProcessMaker Platform while maintaining your existing ProcessMaker 3 solutions in PM Classic: the perfect bridge between your new and existing solutions with a state-of--the-art BPM platform. Learn how to design your own processes, while discovering all the available BPM elements in ProcessMaker 3. Let's get started!

As of ProcessMaker 3. In ProcessMaker, a case is an instance of a process. In other words, a process represents the map of work to do and a case is a new instance that follows this map. A case runs through several activities tasks or sub-processes within the process. For example, inside an insurance process within a hospital, each insurance claim for the treatment of a patient is represented by a single case. Each case in ProcessMaker has a unique ID which is a 32 digit hexadecimal number to uniquely identify the process, and a case number which counts cases starting from 1.

Processmaker manual

ProcessMaker automates workflows that are form-based and approval-driven and it improves the way that information flows between people and systems. Please rate how useful you found this document: Average: 4. Getting Started An overview of ProcessMaker with examples to get started. Learn the basic concepts and how the parts of a process work together. Tutorials Step-by-step examples and video tutorials to help you become familiar with ProcessMaker. System Administration All the information to install ProcessMaker. In addition, how to configure the language, email server, skin, calendar, plugins, and other settings in ProcessMaker. Helpful Resources Find out more information, get additional help and learn how to translate ProcessMaker.

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Version: 3. After a user finishes his task he must assign the task to the next person. When there is little formalization or concentration given to process improvement, everyone may know what the end goal is, but it may seem like it's handled differently every time. In the screen shot above, four fields have been filled out: Sub-Process name, Process, Starting task, and Type. Process: process in which the SLA will be applied. Once the changes are applied, go to Home. What is a lane? Open the case by double clicking on it. That's it, we put together all the process components we have been designing during previous hands-on labs. Lanes are used to divide up a pool into sections.

Current Version: 3. Release Notes Version 3. Learn how to develop business solutions in ProcessMaker Platform while maintaining your existing ProcessMaker 3 solutions in PM Classic: the perfect bridge between your new and existing solutions with a state-of--the-art BPM platform.

In this example, the ID of the user who started the case is stored in the requester variable. Case Tracking. Ask your trainer how to access this interface. Carousel Next. Drop it. To search cases, click the search icon to access the Add Search Filter Criteria pop up screen. Select the connector between the "Execute Payment? Next, click on the View Report button as shown in the image below. There is also Case Notification option available which will send an email to the next person to whom the case can be assigned. Close the "Report Form" and from the Main toolbox, create a new Dynaform with the following characteristics:. Save the changes.