# Process Management

## Table of Contents

1. [Accessing Process Management](#accessing-process-management)
2. [Process Dashboard](#process-dashboard)
3. [Managing Processes](#managing-processes)
4. [Process Analytics](#process-analytics)
5. [Case Management](#case-management)

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## Accessing Process Management

**Step-by-Step Instructions:**
1. Navigate to **Process Builder**
2. Click **"Manage Processes"** in the header
3. Or use the dashboard overview

## Process Dashboard

**Overview Metrics**
- **Total Processes**: Number of all processes in the system
- **Published vs Draft**: Count of published and draft processes
- **Active Cases**: Currently running process instances
- **Performance Metrics**: Completion rates and average times

**Performance Analytics**
- **Completion Rates**: Percentage of successful process completions
- **Average Times**: Time taken to complete processes
- **Success Rates**: Overall process success metrics
- **Bottleneck Analysis**: Identify slow or problematic steps

**Recent Activity**
- **Latest Changes**: Recent process modifications
- **Recent Executions**: Latest process instances
- **User Activity**: Most active users and their actions

**Quick Actions**
- **Create New Process**: Start building a new workflow
- **View Active Cases**: Monitor currently running processes
- **Access Analytics**: View detailed performance reports

## Managing Processes

**Process List View**
- **Search & Filter**: Find processes by name, status, or category
- **Status Tracking**: Draft, published, archived, deleted
- **Category Organization**: HR, Finance, IT, Operations, etc.
- **Sort Options**: By name, creation date, last modified

**Process Actions**
- **Edit**: Click "Edit" to open process in Process Builder
- **Duplicate**: Click "Duplicate" to create a copy
- **Publish**: Click "Publish" to make process available for execution
- **Archive**: Click "Archive" to move process to archived status
- **Delete**: Click "Delete" and confirm to remove process
- **Export**: Click "Export" to download process definition

**Process Templates**
- **Template Library**: Browse pre-built process templates
- **Template Categories**: Common business processes
- **Custom Templates**: Save your processes as templates
- **Template Import**: Import templates from other sources

**Process History**
- **Version Control**: Track all process changes
- **Change Log**: Who made changes and when
- **Version Comparison**: Compare different versions
- **Rollback**: Restore previous versions if needed

## Process Analytics

**Execution Metrics**
- **Number of Cases**: Total process instances created
- **Completion Rates**: Percentage of completed cases
- **Average Time**: Time taken to complete processes
- **Success Rates**: Percentage of successful completions

**Performance Data**
- **Bottleneck Analysis**: Identify slow steps in processes
- **User Performance**: Track user task completion rates
- **Process Efficiency**: Measure process optimization opportunities
- **Resource Utilization**: Monitor system and user resources

**User Activity**
- **Most Active Users**: Users with highest task completion rates
- **Task Completion Rates**: Individual user performance metrics
- **User Workload**: Distribution of tasks across users
- **Performance Trends**: Track user performance over time

**Trend Analysis**
- **Process Usage**: Track which processes are used most
- **Time Trends**: Analyze process usage over time
- **Seasonal Patterns**: Identify recurring patterns
- **Growth Metrics**: Track system adoption and usage

## Case Management

**Active Cases**
- **View Running Cases**: See currently active process instances
- **Case Details**: Individual case information and progress
- **Case Status**: Track current status of each case
- **Case Timeline**: View chronological case events

**Case Actions**
- **Assign Tasks**: Reassign tasks to different users
- **Suspend Cases**: Pause process execution temporarily
- **Resume Cases**: Restart suspended processes
- **Cancel Cases**: Terminate process execution

**Task Management**
- **Pending Tasks**: View tasks waiting for user action
- **Task Assignment**: Assign tasks to specific users
- **Task Notifications**: Alert users about new or overdue tasks
- **Task History**: Track task completion and performance

**Case Monitoring**
- **Real-time Updates**: Live status updates for active cases
- **Progress Tracking**: Monitor case progression through steps
- **Exception Handling**: Identify and handle process exceptions
- **Performance Monitoring**: Track case completion times

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*Previous Chapter: [Process Builder](04-process-builder.md)*

*Next Chapter: [FAQ - Advanced Topics](06-faq-advanced-topics.md)* 