Configuring a process type
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Prerequisite
- Access to the Configuration > Classification > Process type (PM032) menu.
Introduction
The process type is a necessary record for the creation of a process. It defines and standardizes certain configurations and classifies the processes created based on it.
This article will use, as an example, the configuration of a type that will be used to create purchase request processes. The type will have the default configuration of the system, which has public security control for all internal users and simplified revision control.
Further details on the example
The type will be applied to product request processes. A product request process is applicable to any organization that purchases products. Thus, it is an easily understandable example that can be applied to several scenarios.
Configuring a process type
Watch the video below to learn how to configure a process type in a quick and easy way:
Further details on process type resources
If you wish to use another revision method, refer to the What is a revision? article to learn about the available revisions and their functioning.
Access the What is an attribute? article to learn how to create and associate attributes with the process type.
To learn how to use an identification mask, access the What is an identification mask? article.
To learn how to use the process type security configurations, access the How does the permission profile work? article.
Conclusion
After configuring the process type, the next step is to create a process.
To learn about the other types (such as activity type, characteristic type, etc.) available in Configuration > Classification, access the How to use the types in the Classification menu? article.