Required information:
Description
Description of the process. You can edit the description previously entered for the process.
Instructions
Instructions to help users to understand the process. When preparing the instructions of an activity or process, it is common to need to search for information from other files or websites. Fluig’s concept is based on hyperlinks, which allow you to add access to both fluig documents and Internet addresses via external documents, avoiding replication of information and making it easier to browse. To do this, add the tag [WD:999999], replacing 999999 by the code of the document on fluig.
Tags
Labels assigned to the process for easy searching later. Tags act as keywords and allow the process to be tagged in a more personal and informal manner. You can find the process by browsing or searching. Enter with or without the character “#” to enable auto complete of the tags in the tags field. The autocomplete retrieves a drop-down list of the five most used tags based on the characters typed after the character "#". To add a tag via autocomplete, simply select it and press Enter. To add a new tag, simply enter it and press Space.
Active
If it is checked, the process is active on the platform. In this case, the latest released version of the process will be available for use in Start requests. If not, the process is not displayed in this area.
Public
If it is checked, any fluig user can query the requests of that process. If not, only the users that participated in the process or users with Administrator status can query the requests of that process.
Category
Category to which to relate the process. That field is optional and is used to group processes into categories. Thus, in Start requests, the processes are grouped into folders and sub-folders that represent their categories and subcategories, making it easy for users to locate them. To add a subcategory, you only need to enter the category, a dot and the subcategory. For example: category HR and subcategory Benefits: RH.Benefits.
Add add-ons to requests
When it is enabled, you can include add-ons in the form of comments or attachments in requests of this process. When the feature is enabled, the corresponding button is identified with Yes. The add-ons in requests allow a user to add comments or attachments to an open request, whether they are responsible or not for the current task, in order to avoid communication by other means that will not be recorded in the history of the process.
Volume
Volume where to store files such as attachments, added to the requests of the process. Only Default and Workflow attachment volumes are displayed for selection.
Manager
Mechanism used for assigning a manager to the process. It only displays the types of assignment mechanism that can be used to define the process manager, who, in turn, will be defined based on the chosen mechanism. The process manager has the power of representing any of the users involved in the flow. When the process manager does some movement type in other user's name, a piece of information about this is added to the process movement history. This process manager can also receive activity follow-up notifications. Available options are:
- Assignment by association: when it is selected, process managers are the users returned from the combination of group, role and/or specific user;
- Assignment by group: when it is selected, the process managers are all the users who belong to a group;
- Assignment by role: when it is selected, the process managers are all the users who belong to a role;
- Assignment by user: when it is selected, the process manager is a specific user.
Working Hours
Working hours registered on the platform to which the process will be related. Working hours are used to calculate deadlines and delays in process activities. For example, if the working hours were configured as being from Monday to Friday, from 8:00 a.m. to 6:00 p.m., and there is an activity that lasts for 1 hour that was created at 5:30 p.m. on a Tuesday, its conclusion deadline will be on Wednesday at 8:30 a.m., due to the Working Hours. The selected working hours will be used for all process activities in question, except the activities that have their working hours configured.
