Process Management Support - Run a New Process

Once a Process Template has been created, an active instance may be Run to create a list of role-based Steps. A process is based on a date of execution. All steps and their dependencies are set according to the selected date.

Run a New Process

1. Hover over "Business Management Tools"
2. Hover over "Process Management" in the menu, and then click on "Start Process" in the submenu
3. Select the name of the process to be started from the drop-down menu
4. Additional fields will then come up, allowing you to rename the process and give it a start date
5. Click "Start Step" to start the process

Your process step is now started. You may manage the active steps and view their status from the "Processes in Progress" screen.