Md Afiq Iskandar
e4548647b5
- Added comprehensive documentation covering key features, user guides, and best practices for the Corrad ProcessMaker platform. - Introduced new API endpoints for serving documentation files dynamically. - Enhanced the navigation structure to include a dedicated documentation section for improved accessibility. - Updated the Nuxt configuration to optimize the development environment and ensure proper handling of dependencies. - Included new dependencies in package.json to support documentation rendering and processing. - Improved the user interface for the documentation page, enhancing the overall user experience.
128 lines
4.6 KiB
Markdown
128 lines
4.6 KiB
Markdown
# Process Management
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## Table of Contents
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1. [Accessing Process Management](#accessing-process-management)
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2. [Process Dashboard](#process-dashboard)
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3. [Managing Processes](#managing-processes)
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4. [Process Analytics](#process-analytics)
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5. [Case Management](#case-management)
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---
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## Accessing Process Management
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**Step-by-Step Instructions:**
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1. Navigate to **Process Builder**
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2. Click **"Manage Processes"** in the header
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3. Or use the dashboard overview
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## Process Dashboard
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**Overview Metrics**
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- **Total Processes**: Number of all processes in the system
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- **Published vs Draft**: Count of published and draft processes
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- **Active Cases**: Currently running process instances
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- **Performance Metrics**: Completion rates and average times
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**Performance Analytics**
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- **Completion Rates**: Percentage of successful process completions
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- **Average Times**: Time taken to complete processes
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- **Success Rates**: Overall process success metrics
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- **Bottleneck Analysis**: Identify slow or problematic steps
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**Recent Activity**
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- **Latest Changes**: Recent process modifications
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- **Recent Executions**: Latest process instances
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- **User Activity**: Most active users and their actions
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**Quick Actions**
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- **Create New Process**: Start building a new workflow
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- **View Active Cases**: Monitor currently running processes
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- **Access Analytics**: View detailed performance reports
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## Managing Processes
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**Process List View**
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- **Search & Filter**: Find processes by name, status, or category
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- **Status Tracking**: Draft, published, archived, deleted
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- **Category Organization**: HR, Finance, IT, Operations, etc.
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- **Sort Options**: By name, creation date, last modified
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**Process Actions**
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- **Edit**: Click "Edit" to open process in Process Builder
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- **Duplicate**: Click "Duplicate" to create a copy
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- **Publish**: Click "Publish" to make process available for execution
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- **Archive**: Click "Archive" to move process to archived status
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- **Delete**: Click "Delete" and confirm to remove process
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- **Export**: Click "Export" to download process definition
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**Process Templates**
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- **Template Library**: Browse pre-built process templates
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- **Template Categories**: Common business processes
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- **Custom Templates**: Save your processes as templates
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- **Template Import**: Import templates from other sources
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**Process History**
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- **Version Control**: Track all process changes
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- **Change Log**: Who made changes and when
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- **Version Comparison**: Compare different versions
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- **Rollback**: Restore previous versions if needed
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## Process Analytics
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**Execution Metrics**
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- **Number of Cases**: Total process instances created
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- **Completion Rates**: Percentage of completed cases
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- **Average Time**: Time taken to complete processes
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- **Success Rates**: Percentage of successful completions
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**Performance Data**
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- **Bottleneck Analysis**: Identify slow steps in processes
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- **User Performance**: Track user task completion rates
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- **Process Efficiency**: Measure process optimization opportunities
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- **Resource Utilization**: Monitor system and user resources
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**User Activity**
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- **Most Active Users**: Users with highest task completion rates
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- **Task Completion Rates**: Individual user performance metrics
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- **User Workload**: Distribution of tasks across users
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- **Performance Trends**: Track user performance over time
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**Trend Analysis**
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- **Process Usage**: Track which processes are used most
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- **Time Trends**: Analyze process usage over time
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- **Seasonal Patterns**: Identify recurring patterns
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- **Growth Metrics**: Track system adoption and usage
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## Case Management
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**Active Cases**
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- **View Running Cases**: See currently active process instances
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- **Case Details**: Individual case information and progress
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- **Case Status**: Track current status of each case
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- **Case Timeline**: View chronological case events
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**Case Actions**
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- **Assign Tasks**: Reassign tasks to different users
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- **Suspend Cases**: Pause process execution temporarily
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- **Resume Cases**: Restart suspended processes
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- **Cancel Cases**: Terminate process execution
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**Task Management**
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- **Pending Tasks**: View tasks waiting for user action
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- **Task Assignment**: Assign tasks to specific users
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- **Task Notifications**: Alert users about new or overdue tasks
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- **Task History**: Track task completion and performance
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**Case Monitoring**
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- **Real-time Updates**: Live status updates for active cases
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- **Progress Tracking**: Monitor case progression through steps
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- **Exception Handling**: Identify and handle process exceptions
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- **Performance Monitoring**: Track case completion times
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---
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*Previous Chapter: [Process Builder](04-process-builder.md)*
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*Next Chapter: [FAQ - Advanced Topics](06-faq-advanced-topics.md)* |