Starting a process
Jak rozpocząć sprawę prowadzoną procesem, co dzieje się w chwili startu i dlaczego czasem trzeba wskazać osobę, do której trafi pierwsze zadanie.
Starting a matter
A matter run by a process begins its course the moment you start it. Usually this happens together with creating the record: you create a request, a ticket, or a contract, and the process starts from the first stage.
From that moment the record has a current stage and transition buttons. What was previously an ordinary form becomes a matter with a course.
The course of starting a process
- The matter stands at the initial stage.
- At this stage the first task arises.
- The task goes to the right person or to a pool from which someone will take it.
Who gets the first task depends on how the process was built. Sometimes it is a person set in advance, sometimes you as the person starting it, and sometimes that person must be indicated at the start.
Example. You create a leave request. The process starts, the request stands at the To approve stage, and the approval task goes to the supervisor, because that is how the first stage was set.
Indicating a person at a transition
If the process requires indicating a person, at the start you will see a choice field: whom to pass the matter on to. This is not a formality. The person you indicate will get the task, and the next move depends on them.
Choose deliberately and from the list the system offers. The list is narrowed to the people who at the given stage have the right to get a task.
Conditions before starting
Some processes ensure that certain fields are filled in before a matter moves on. If a transition will not perform, read the reason the system shows: usually one field is missing or a condition is not met. Complete it and try again.
Changes not reversible through editing
Once a matter has started, do not change its course by moving fields by hand. The move happens only through transitions. If a matter went the wrong way, use a transition that turns it back, if one exists, or report it to the administrator.
Processes - introduction
Proces prowadzi sprawę od początku do końca po ustalonych etapach. Zamiast maili i pytania kto teraz, każdy wie, na jakim etapie jest sprawa i co ma zrobić.
My tasks
Lista zadań to kolejka pracy z procesów: co czeka na decyzję, do kiedy i jak przejść z zadania wprost do sprawy.