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How to Create Processes

Prerequisites: None Alternatives: None See Also: None

The Process Manager screen allows the user to manage your corporate Policy.

  1. From the Main Menu select and expand the HR (Human Resources) folder icon, Click on the Process Manager icon.
  2. This will bring up the Process screen General tab.
  3. To Add a new Process
    1. Press the Add Button
    2. This will bring up the Add/Edit Process screen
    3. Fill in the required fields
      1. Company
      2. Name
    4. Fill in the rest of the screen
    5. Press the Save Button to save your work.
    6. Click on the Process Tab
    7. Add your Process
      1. Swimlanes
      2. Activities
      3. Events
      4. Gateways
      5. Connectors
      6. Data and Artifacts
    8. Press the save button to save your work
    9. Click on the Notes Tab to Add a Note about this Process (See How to Add Notes)
  4. To Edit a Process
  5. To Delete a Process
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