A stage in a process may require that a number of other activities are performed before the process can be deemed complete and the process can move to the next stage. As previously mentioned, it is therefore possible to create any number of sub-processes within a process. Use this procedure to add a process within a process.
To add a sub-process:
In Process Designer, select the process to which you want to add a sub-process.
On the Process tab, click Add Process.
When the Additional Information pane opens, complete the following details:
Name. Specifies a name for the sub-process.
Description. Specifies a brief description of the sub-process.
Auto-run. the process automatically moves to In progress when it is Ready
User role. Specifies that a user with the selected role in relation to the matter (e.g. Matter Supervisor) will be automatically assigned any tasks that are created by the process or the workflow associated with the same process. Defaults to Matter Fee Earner.
Due date. Specifies a due date for any tasks created by the process or the workflow associated with the same process. This is the result of a formula. When left empty the task will be due on the date the process became Ready. Set the check box to the right of the Due Date if you wish the customer to be able to defer the process or run it earlier.
Can be modified. The due date can be modified in the task list, e.g. to defer a process.
Override condition. Specifies a condition that if met before the pre-condition is met, then the process is overridden and does not run. Where this is the case, the Process Overview shows a blue tick to indicate that it is not required. See Process override conditions.
Label. Specifies a friendly description that is displayed for the override condition at run-time. Only visible when you've specified an override condition.
Workflow. Specifies the workflow logic to run when the sub-process is reached. This can only be specified for a process that does not have a sub-process. Select from the drop-down or click the Plus sign to create a new one. Note: the workflow is not automatically selected. Clicking the Edit button opens the associated workflow.
Click Save.
Notes
There is no limit to the number of levels you can create with sub-processes. For example, sub-processes can also have sub-processes attached, and those sub-processes can have their own sub-processes too.
When there are a succession of tasks for the same process (e.g. the associated workflow has multiple attended activities) and another user takes ownership of a task:
All the tasks for the same process go to the new owner.
All tasks are assigned the same due date (the formula is not re-evaluated for each task).