Work with processes
WorkZone Process applies an overall phase-based process model and makes it possible to automate processes, thus supporting business process automation. The phase-based process model includes deadline and duration controls. This gives you a better overview of the current state in the case management flow. For more information about processes, see the User's Guide for WorkZone Process, for example About WorkZone Process and Use the Processes overview.
From WorkZone Client, you can start a process from a case or a document detail page. Note that all processes are based on a case even if you start it from a document detail page.
Prerequisite: Before you start a process, you need to select a case that is not part of a running process yet, or you need to create a new case.
Processes differ by the sequence of actions to be completed by involved actors. For example, actors can contribute to a process one by one or work on this process simultaneously.
Read more about available options.
- Submission is a process based on a sequential flow where one or more actors approve a document in a certain order.
- Hearing is a process based on a parallel flow. This means that selected actors should not respond in a particular order – they can work in parallel.
-
The purpose of a distribution process is to assign ownership of a case to a responsible contact and, perhaps, find contributors. Once the responsible contact has accepted ownership of the case, the contributors, if they accept their role as contributors, can start working on the case.
Find more information on this topic in the Basic Package and Extended Package sections of the WorkZone ProcessUser's Guide.
- Open a case detail page to start a process.
- In the ribbon, click Process
and select a sequence of involved actors among the available options to open the Start Submission form.
- In the Start Submission form, click Deadline
and specify date and time to set the process deadline. - In the Description field, enter an optional process description.
- Select documents for this process.
- Assign actors to this process. You can do this in two ways:
- Add actors from the Select parties list.
- Select an actor sequence from the drop-down list of available sequences.
- Click Start.
-And / Or-
Prerequisite: To use this option, you must create an actor sequence. Find a detailed instruction on how to create an actor sequence here.
Start a process from a document
- Open a document detail page to start a process.
- In the ribbon, click Process and select a sequence of involved actors among the available options to open the Start Submission form.
- Click Deadline and specify date and time to set the process deadline.
- In the Description field, enter an optional process description.
- If you start a process from a document detail page, this document is then automatically added to the process. You can add more documents for the process in the Documents section.
- Assign actors to the process. You can do this in two ways:
- Add actors from the Select parties list one by one.
- Select an actor sequence from the drop-down list of available sequences.
- Click Start.
-And / Or-
Prerequisite: To use this option, you must create an actor sequence . Find a detailed instruction on how to create an actor sequence here.