This article will present the Processes module, trying to provide a general overview of it.
Introduction
The Processes module within Terrand is your gateway to digitizing, creating, customizing, and managing your company's operational workflows in a simple and efficient way. With the ability to define stages, assign responsibilities, and set specific parameters, you can tailor each process to your business needs, improving both organization and operational performance.
Below, we outline the key steps to effectively configure a process:
Sub-Modules
When selecting the “Processes” item from the left-hand menu, a dropdown menu will appear with the following options, which can be understood as submodules:
- Start – Takes you to a screen where you can view pending processes, see all, and create new ones.
- Pending – Displays the pending processes screen, where you’ll find all processes assigned to the current user that are yet to be completed.
- All – Used to view the list of all configured processes.
- Configuration – Takes you to the list of processes ready for configuration, and also provides the option to create a new one.
Process Configuration
When creating a new process — or editing an existing one (by clicking the purple pencil icon under the “Configuration” submodule, which stands for the “Edit” action) — you’ll find that the configuration is divided into four parts.
- Process Selection and Form are the first two steps and can be accessed via the corresponding hyperlink.
- Assignment and Frequency are the last two steps and can also be accessed via hyperlink.
Conclusion
To conclude this article, we invite you to explore the embedded links to navigate each module and access more information. If you can’t find what you're looking for, don’t hesitate to contact us.