Prerequisites

• Access to the Configuration > Classification > Activity type (PM033) menu.
• Access to the Configuration > Classification > Decision type (PM034) menu.

Introduction

Activity types and decision types are used to classify and standardize the elements inserted in the flowchart, allowing process modeling to follow criteria defined by the organization.

In SoftExpert Process, it is possible to configure these types to reflect specific characteristics of activities and decisions, such as purpose, nature of the execution, or alignment with the BPMN standard. This configuration contributes to greater organization, consistency, and clarity in the documentation of the processes.

See how to create activity and decision types in the system:

Creating an activity type

The activity type classifies the activities that are recorded in the process flowchart.

1. Access the Configuration > Classification > Activity type (PM033) menu.

2. Click on the button.

3. Enter an ID # and a name for the type.

4. If necessary, add an Upper level type that, on the main screen hierarchy, is one level above the record in question.

5. If desired, enable the Use mask for identification option and fill out the corresponding fields. Check further details about the use of masks by clicking here.

6. Click on the button.

Creating a decision type

It is possible to create all types that may classify the decisions that can be taken in processes.

A decision type is used to rank the decisions that will be recorded in the process flowchart.

1. Access the Configuration > Classification > Decision type (PM034) menu.

2. Click on the button.

3. Enter an ID # and a name for the type.

4. If necessary, add an Upper level type that, on the main screen hierarchy, is one level above the record in question.

5. If desired, enable the Use mask for identification option and fill out the corresponding fields. Check further details about the use of masks by clicking here.

6. Click on the button.

Conclusion

With the types configured, it is possible to create activities and decisions in the system.

See also how to configure process types in the system.