Process properties
Common properties of all processes that follows a given process map (definition) are set in the screen below. This screen appears when you press button New in the iPB-designer screen or button Properties on the same screen after selecting a process map in the list by mouse clicking on it. Both buttons are in the upper toolbar of the iPB-designer screen.
Process type - name (label) assigned to the process map (definition). This name is used when the end-users create new processes, search among already existing ones, or browse the process repository.
Short info - short description of the process that is shown to the end-users when they browse throw the process repository or view a map of a particular process type.
Concerns person - when checked the end-user will see a so-called "Concerns" tab for each process of this type. In this tab he/she will be able to attach a business object "Person", e.g., a customer or patient in the hospital. Attaching a person to a process via "Concerns" makes it easier to find all processes to which this person is attached. Not available for trial.
Concerns organization - the same ass Concerns person above in relation to business object "Organization". Attaching an organization to to a process via "Concerns" makes it easier to find all processes to which this organizations is attached. Not available for trial.
Hide tabs -> Documents - checking this box results in the end-users will not be able to attach documents to the processes of the given type.
Hide tabs -> Notes & Tasks - checking this box results in the end-users will not be able to make unsorted notes or plan tasks for the processes of this type.
Status - regulates possibility to see/use/change the process map (definition). Explanations see in the table below:
| Status | Definition is visible in repository | End-user can start a process of this type | Definition can be deleted | Definition can be modified |
|---|---|---|---|---|
| Design | No | No | Yes | Yes |
| Show | Yes | No | Yes | Yes |
| Trial | Yes | Yes | Yes1) | Yes2) |
| Operation | Yes | Yes | No3) | Yes2) |
| Locked | Yes | Yes | No3) | No |
| Retired | Yes | No | No3) | No |
1)All processes of the given type started by the end-users will disappear
2)Some user data can disappear - the developer is responsible for consequences of changes if there already exist processes of the given type
3)Unless there are no processes created based on the definition
Button Reports - open a new window for reports definition (described elsewhere). Not available for trial.
Button Description - opens a simple editor window. The text will be seen when the user views the process map from the repository and double clicks on a space between the steps.
Note: Buttons "Reports" and "Description" are enabled only after the definition has been first created.
Trial version does not differentiate statuses, except you cannot create a new process if the process map has been retired.