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Workflow & Case Management (OpenProcess)

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Workflow & Case Management (OpenProcess)

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

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

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

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?

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

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