Process Management Support - Create and Manage Process Steps

A process is made of steps. The My Market Toolkit Process Manager allows you to build processes with role-based steps and dependencies based on either the process start date or end date. Process steps are assignable to certain groups or individuals within roles. These assignees are responsible to complete steps in the process.

Examples of a Process Step might be:

• "Invoice Customer"
• "Submit Contract to Underwriting"

For process steps that are repeated with one or more processes, consider creating a process step template to save time.

Creating a new Process Step

1. Hover over "Business Management Tools"
2. Hover over "Process Management" in the menu, and then click on "Manage Processes" in the submenu
3. Choose an existing process from your list of existing processes and click on the "Show Details" icon on the far right column
4. On the bottom of that new page, click on "Add Step" - you will be taken to a page that allows you to create a new step or choose from a step template to add to this process
5. Choose an existing process step to add to this process from the drop-down menu, or create a new process. Choosing an existing process step template from the drop-down menu will auto-fill in all of the other fields as previously determined for this template. When choosing an existing process step template, you can still rename it in the name field. If creating a new step specific to this process, name it in the name field and fill in or choose the appropriate information in the following fields. Your new process step is now created and attached to a specific process.

Data Sections

• Step - Assign this task to a process step by selecting from the drop-down menu
• Status - Select the status for each task from the drop-down menu
• Assigned Roles - Assign this task to the proper group or individual by selecting from the drop-down menu
• Estimated Hours - Enter estimated hours for completion of this task
• Actual Hours - When completed, enter actual hours for completion of this task
• Priority - Assign priority from 1-10.  2 is normal priority, with 1 being urgent and 3-10 being different levels of priority based on importance
• Start Date - Click on calendar menu and selct the start date for this task
• Due Date - Click on calendar menu and select the due date for this task
• Completed Date - Click on calendar menu and select the completed date for this task
• Description - Use this space to enter any additional notes as needed to describe or enhance the entry