Create and configure an on demand process

Created by Felixe Sergerie-Dostie, Modified on Wed, 28 Aug, 2024 at 11:23 PM by Felixe Sergerie-Dostie

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The article concerns the following role(s):
MHR

The article requires the following module(s):
N/A

Before starting:

Click here to access this page:
(LIEN)

 On WEB application:On mobile application:

1. Click on the cog-wheel. 

2. Click on the "On demand" module. 

3. Click on "Manage Types" and "New Process". 

4. Fill in the form.

5. Click on "Processes Configuration".

6. Select the process in the drop-down list.

7. If needed, click on "Add" at the bottom of the grid to add a sequence.

8. Fill in the form.

9. Click on the arrow of the sequence you wish to edit. 

10. Add the actions you want by clicking on "New action": 
Document: View and sign a document (PDF) 
Form: Fill in a list of fields
Control List: Complete a control list (checklist)
Notification: Send a notification via email
Document Uploading: Request document submision to employee's document center

11. Fill in the form.

12. Save.

Sorry, the functionality is not available on the mobile application.