Configuring a process type
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Prerequisite
- Access to the Configuration > Classification > Process type (PM032) menu.
Introduction
Process types are used to classify and organize the processes created in SoftExpert Process, allowing them to be structured according to criteria defined by the organization.
This classification contributes to the standardization, segmentation, and better management of the processes modeled in the system.
As an example, this article will demonstrate the configuration of a type that will be used to create purchase request processes.
The type will have the default configuration of the system, which has public security control for all internal users and simplified revision control.
Configuring a process type
Watch the video below to learn how to configure a process type in a quick and easy way:
Extra information about type configurations
| General tab screen |
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| Attribute tab |
Use the Attribute tab to associate the attributes that will complement the data referring to the process of the type. Check the Associating an attribute article for further details. |
| Revision tab | By default, the revision of processes of the type is defined as simplified; however, it is possible to define that the revision will be carried out according to the ISO9000 standard or via workflow. Check further details by clicking here. |
| Security tab |
In the Security tab, it is possible to define the access permissions for the processes and for the instances of the type. To do so, select whether the configuration will be valid for the processes or for the instances in the Security definition field, and then use the Check further details about what permission profiles are and how to use them by clicking here. In the tab, the following options are also available:
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button to associate the desired permission profiles.
Conclusion
After configuring the type, the next step is to create a process in the system.