How to create a Process

Follow these steps to create a process:
1. The Basics
In the Configuration menu, choose 'Processes'. Then click 'Create Process'  to start.
In the screen that pops up, enter the basic characteristics of the new process:
Field
Description
Name
The name of the process in English, as it will appear in the list of cases. If needed, provide the name in other supported languages through Translations.
Example: 'Onboarding'. 
Type
Creation: the process results in the creation of an instance of an outcome ontology.
Lifecycle: the process modifies an existing instance of an outcome ontology. 
Outcome ontology
Choose the ontology this process applies to.
Workflow
Each case created with this process will follow the steps defined in the workflow you select here.
Click 'Create'. The process is now listed in the Processes overview screen.
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2. Set Parameters
The next step is setting the parameters that determine how, if at all, the process shows up in the Case Manager.
To begin, in the Processes overview screen, click on the process you just created.
In the screen that follows, the parameters are grouped in the left half:
The options that haven't been set in the previous step are:
Option
Description
Key
Taken from the process name you provided, atfinity identifies the process by the key.
Allow instance creation
Yes: this is the default setting, which enables a user to add or remove other instances, besides the primary outcome instance which is always part of the case.
Button Text
The name on the button that starts the process. The default setting uses the process name you chose. Buttons for creation processes appear at the top left corner of the cases overview. Lifecycle process buttons show up in the detail view of an instance.
Start from Dashboard
Yes: the process can be started by clicking its button on the Dashboard.
Show Process Tabs
Process tabs are: Issues, Documents, Links, Tasks.
Yes: these tabs appear as a horizontal navigation bar near the top of the Case Manager screen.
Tabs that show information, as configured by the user, are always visible. 
Show Link Tab
Yes: the tab Links appears between the Documents and Tasks tabs in the Case Manager.
No access restrictions / Only certain user roles
No access restrictions: any logged in user can access the process.
Only certain user roles: only people with certain user roles, for example compliance officers, can access the process.
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The 'Duplicate Process' button in the top right corner is there to save you time.
When you create a process, you need to configure everything from scratch. If you have two similar processes, it is more efficient to duplicate the first process. That way, you only have to adjust the changes in the similar process that differentiate it from the first.
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3. Add Documents, Proofs, and Rules
Next, add documents, proofs, and process rules to the process.
Having documents, proofs, and process rules present in the system is only a first step. Their mere presence doesn't have any effect.
To make them work, each document, proof, and process rule has to be attached to a process. Only then will they define how the process behaves, what questions are asked in a case, which documents are required, and when issues are raised.
The tab 'Documents' in the right half of the screen, shows you which documents have already been added. To add another one, simply click 'Add Document'.
From the list of all available documents, select which you want to include in this process.
Move to the 'Proofs' and 'Rules' tab, and follow similar steps to add these elements to the process.

Putting Changes Live

How to create an Ontology

Last modified 7mo ago

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Contents

1. The Basics

2. Set Parameters

3. Add Documents, Proofs, and Rules