How to create Process Templates and manage Settings

Key Takeaways

• The Process Builder is the central tool used to transform mental operational models into functional digital systems.
• Efficient template management relies on specific settings:
  • Organizational Hierarchy: Templates are housed in Folders, which serve as the primary navigation point for operators launching a process.
  • Workflow Continuity: The Action Required Notification ensures seamless transitions by notifying the relevant job role as soon as the preceding task is completed.
  • System Maintenance: Features like Auto Close automatically remove 100% completed processes from the live view to prevent administrative clutter.
  • Data Integrity vs. Efficiency: Settings such as Require Comment on Save allow administrators to balance the need for detailed audit trails with the speed of data entry during the initial build phase.

"How-To" Guide: Setting Up a Process Template

1. Access the Builder: Open the Main Menu and select Process Builder.
2. Organize your Template: Locate the appropriate Folder (e.g., "Quality") or create a new one to house your template.
3. Initialize the Template: Click to add a new process template and provide a Name that is consistent with your associated forms.
4. Configure Core Notifications: Enable Action Required Notification to ensure the system automatically alerts users when a task assigned to their job role is ready.
5. Optimize the Live View: Toggle Auto Close Process When Complete to ensure finished records do not clutter the active dashboard.
6. Adjust Visibility: Keep Show tasks that are not required disabled unless your specific workflow logic dictates that operators must see skipped steps