Start Process

Start process is really there whenever you need to ad hoc create a process without a form being completed.

Start a process selection

When one clicks the process to start the following UI is presented:

Start a process functionality

As one can see there are three core functions:

1) Attaching documents to the process

It is possible to attach multiple documents and if multiple accounts are linked to a process to make the document(s) visible to all linked accounts.

If the EDMS functionality is licensed, one can click on the pencil icon to the far right hand side of the document uploaded and set a Document Type. In the above, one can see the 'Right To Buy' document type is appended to it.

2) Linking Accounts to the process

When processes are created they normally have an 'account' or someone/something to index/associate the process with.

If one clicks on the pencil icon beside the Accounts text it opens up the available account options for your organisation. For most councils the only option will be OneVu but for others, where the EDMS functionality or Revenues Process Orchestration function is licensed, there will be more. The following shows one linking an account as a part of Start Process:

Linking an account as a part of Start Process

3) Adding Notes to the process

When notes are added these will then show on the process once started. If multiple accounts are linked to a process, it is possible to make the note visible to all linked accounts.

It's important to note that you must either attach a document or link an account to start a process. You cannot start a process without at least one of these.