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.
4.6 KiB
4.6 KiB
Process Management
Table of Contents
Accessing Process Management
Step-by-Step Instructions:
- Navigate to Process Builder
- Click "Manage Processes" in the header
- 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
Previous Chapter: Process Builder
Next Chapter: FAQ - Advanced Topics