You can create a process to map out the stages in a business process. You start by creating the top-level process, called a master process, and then adding the desired sub-processes for each of the different stages. For example, the Purchase process would have a master process called Purchase and sub-processes for all its stages, e.g. Take Instructions, Pre-exchange, etc. A master process can contain any number of sub-processes.
To create a new master process:
On the Home tab, under Components, click Create.
From the drop-down menu, click Master Process.
When the Properties pane opens, complete the following:
Name. Specifies a name for the master process.
Description. Specifies a brief description of the master process.
Auto-run. Specifies that the process will run automatically.
Entity. Specifies the owning entity.
Click Design. Process Designer opens ready for you to build your process. You can set the following options:
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.
Automatically transfer tasks to runtime user. When the process runs against an enquiry all tasks are assigned to the run-time user. When this process becomes available to run as a consequence of running earlier processes, this option specifies that its tasks will automatically transfer ownership and run for the currently logged in user, regardless of the user they are initially assigned to.
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.
Date can be modified. Specifies that the process due date can be modified at run-time.
Auto-run process. The process automatically moves to In progress when it is Ready. When this option is switched off, a task is created for the user to start the 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.
Next, you can:
Click Save.
Notes
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).