Creating a process

This article is valid for the new Process (PM063) unified menu in system version 3.0:

Access the release notes for further details about the significant changes in the unification of the menu.
Click here to access the valid documentation for the former creation menu.

Prerequisites

Access to the Process (PM063) menu.
Previously configured process type.
User with "Add" permission enabled in the permission profile of the process type used for the creation.

Introduction

The creation of processes seeks to record and represent actual organizational processes by means of a flowchart.

Organizational processes are usually composed of a set of interrelated activities that follow a specific flow and aim to provide products or services.

SoftExpert Process operates with three process models:

Tela de criação de processo com os três modelos de processo disponíveis em destaque.

BPMN: corresponds to a visual modeling specification for processes. It features a series of graphic and logic patterns in the process design. When this process template is duly configured to be executed by SoftExpert Workflow, it will be identified by the icon. When it is not configured, it will be represented by the icon. See an example below:

Exemplo de modelagem de um processo BPMN.

Macro-process: represents the systemic vision of organizational processes, so as to have a macro vision of the interconnection and/or chaining of macro-processes, processes, sub-processes, and activities, following their execution sequence. These processes are only illustrative and cannot be executed in the SoftExpert Workflow component. The macro-processes are represented by the icon. See an example below:

Flowchart: follows a specific notation for simple workflows, which includes sequence flows and associations between process artifacts and items. However, this process type does not have Pool and Lanes. Just as BPMN processes that are not enabled to be instantiated, flowcharts are represented by the icon. See an example below:

Exemplo de modelagem de um fluxograma de processo.

Additionally, processes can be non-automated or automated: the difference between them is that an automated process has activities that can be executed in the system, through integration with other components; whereas a non-automated process is one that was only recorded in order to document and control organizational information.

This article will use as example an automated process of the BPMN model, which will represent the request flow of a product, applicable to any organization that purchases a product.