ProcessPro

Why an imported Microsoft Word file doesn't match the page numbers defined under import options.

Microsoft Word XML Separators

Create a future state to update a process and hide the details from users until the future state is finalised and ready for publish. Once published, it will replace the…

Creating, Editing and Publishing Future States

What happens to processes once they are published.  What are the next steps in keeping processes up to date.

The Process Creation Life Cycle

Deleting attachments, managed document, processes and value streams to remove items that are no longer needed.

Delete an Attachment, Managed Document, Process or Value Stream

A guide to creating a new process, and understanding the features of processes.

Create a Process

Processes, value streams and managed documents can be very similar and duplication can help to save time. Simply copy and edit it.

Duplicate a Process, Value Stream or Managed Document to Create a Copy

Transfer or copy processes and value streams to a different company within your organisation, or outside of your organisation.

Bulk Copy or Transfer Records

An explanation of the features on the process summary screen.

Process Summary Screen Navigation

Update the gateway type or add text to the start of the gateway to describe it.

Change the Type of Gateway or Add a Gateway Label

The purpose or mission statement of the process or value stream can be described in the objectives

Define Objectives and Add a Process Note or Process Attachments

Activities sometimes need to be completed simultaneously or one instead of another. To show this on the map you need to set a gateway group. Different gateway types are available.

Gateways Explained

Clearly see the path of printed PDFs with gateways, decisions, alt paths , triggers, inputs, outputs and process start and end points.

Decision, Gateway Paths, Alternate Paths, Inputs, Outputs, Triggers and Process Start and End points on a PDF

Icons appear in the diagram content menu to provide a visual pathway while reading through the process steps.

Display Gateways, Decisions, Alternate Paths, Triggers, Inputs and Outputs in the Diagram Content Menu

You can change the author on a process, value stream, managed document and attachment.

Update Process Author

Edit the start point and end point(s) of a process to show processes or value streams that supersede or follow this process

Editing Process Start and End Points

In a process or value stream you can delete multiple nodes at the same time.

Bulk Delete Activities

Alternate path (previously known as loopback) lines can be edited to relocate the lines to a more convenient place on the map.

Adjusting Alternate Path Lines

Convert activities in one process into a new process with the selected activities.

Bulk Extract Multiple Activities from one Process to Another

Expand activities, decisions and process links to view the tasks, notes and attachments by using the spyglass/ magnifying glass

Display Process Details on the Map

Once you have saved all the required access tokens and tested your connection you can export a process to Microsoft Planner.

Export to Microsoft Planner

Request users to acknowledge they have read and understood a managed document, process or value stream.

Request Acknowledgement

Quickly and easily convert business requirements or documents into processes leveraging Artificial Intelligence

Use AI to Import or Generate a Process

A scoring guideline on how to improve the quality of your processes within ProcessPro.

Quality Score Rules

An explanation on how to enhance your processes using the quality scoring feature.

Quality Score to Improve Your Process Creation

Create a checklist to perform process steps when executing a process.

Export a Process to Kantata

Create a checklist to perform Process steps when executing a Process.

Export a Process to Asana

This article explains how to navigate between swimlane view and embedded view when you have a complicated process with complex gateways

How to View and Display a Complex Process in Embedded View

Details of the change log explained and how to access the change log.

What is Tracked by the Change Log?

User, Manual, Approval, Automated and Database Activities are all different types of activities

Activity Types

Set printing parameters like including the process map, the page size and orientation, image size and orientation

Print Options

Manage event types - add, edit and delete event types from the event types summary screen

Event Types Summary Screen

Add/edit/remove event nodes to your process/value stream

Add/ Edit/ Delete an Event

The eight event categories in ProcessPro align with BPMN 2.0 standards

Eight Event Categories Explained

To track the processing and waiting times that a process requires, timing can be added to nodes

How to Add Timings to Activities, Process Link, Decisions and Events

Sometimes there are multiple ways to enter into a process/ to start a process

Multiple Starting Points/Entry Points

Default note types explained with examples

Note Types Explained

This article helps beginner users navigate their process map and understand the map layout.

Map Layout and Navigation (Process/Value Stream)

ProcessPro identifies the main flow (happy path) and basic nodes (activities and decisions) in imported documents, then automatically builds the process map for you.

Import a Process on a Word/PDF/Visio Document Directly Onto the Map

A user can choose what to include in a share by filtering the tags on activities, process links, decisions and events. Only the filtered items will display in the shared…

Filter Activities

If a tag is filtered in a share it cannot be deleted. The share needs to be deleted first.

Delete a Tag Used in a Filtered Share

Import directly onto the stage from where the sections can be dragged-and-dropped onto the map to build your workflow.

Import a Process on a Word/PDF/Visio Document onto the Staging Area

Locked status prevents changes to an object and its stakeholders while it is going through an Approval process to be published.

Objects are Locked During Approval

Locked status prevents changes to an object (process, value stream, managed document) even by stakeholders and administrators.

Locked Status

What's included and what's not included when I transfer a process or value stream internally or externally.

Process/Value Stream Transfer Inclusions and Exclusions

Follow these guidelines to achieve the highest possible quality score

Quality Score 'Cheat Sheet'

How are versions controlled through publishing new versions, creating future states and keeping track of historical versions

Version Control

Tasks are actions assigned to users that require them to complete a specific activity in ProcessPro. They help manage reviews, approvals, feedback, and other work that supports business processes and…

Task Types

Tasks Page Navigation

Elyas Christiansen

Hylet Pistorius

James Ross

Process

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