Open Process

Releases

• 1.0 Release
• Spring 2018 Release
• Release 1.11
• Release 1.5
• Release 1.6
• Release 1.7
• Release 1.8
• Release 1.9
• Release 1.10
• Release 2.0
• Release 2.1
• Release 2.2
• Release 2.3
• 2.3.P7 - Assign to Me Action
• Release 2.4
• Release 2.5 - ( Includes Process Cleardown Facility, Searching for Abandoned Processes and eMail Changes
• Release 2.6 (b4) Ability to Hide Process Types
• Release 2.2.7 (Beta)
• OpenProcess Flex - Service Pack 2.1

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Videos

• Setting up a process
• Adding mandatory fields to a process step
• Overview of a process branch
• How to add a branch to a process
• Driving a process branch with eDesigner form data
• Assigning the user last active on a process
• Adding a nested branch within a process
• Adding email actions to a process step

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General

• Introduction to Open Process
• OpenProcess - Creating Document Types
• Accessing process that are not assigned to you
• Open Process Reporting
• Open Process - Known Issues
• OpenProcess Enhancement Requests

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Users and Groups

• OpenProcess - Creating Users
• Creating / modifying users
• How do I add users in OpenProcess?
• Groups
• How do I create groups / set up groups permissions?
• OpenProcess - Creating Groups
• What do the permissions in OpenProcess Groups control?
• How can you set up groups of users with different permissions?

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Processes

• How do I create / edit processes?
• How do I add a step that automatically completes?
• How do I edit process steps and what happens on them?
• What are the different options to allocate work?

Documents (EDMS)

• Document Templates
• How do I add / edit document templates?
• How do I add / edit document types?
• How do I change Document Template Headers / Footers?
• How do I group processes / document types and templates by Service Area?

Integration (API's)

• Which APIs are available in OpenProcess?
• How do I trigger a RESTful API when a process starts?
• Worked example of using REST API step and OpenProcess APIs
• How can I assign set it up so an individual assigns work out?

Flex

• OpenProcess Flex
• OpenProcess Flex Functional Description Sheet
• OpenProcess - Data Export