Creating an Optional Process

Question 1

What if we need to perform a process that is only required by the user?

Answer 1

we would create an Optional Process. When something needs to be done on an as needed basis.

Question 2

How does an optional process start?

Answer 2

The operator has to start it, they see an option to start it in the other actions menu.

Question 3

Can an optional process be made available across the entire case?

Answer 3

Yes it can.

Question 4

Where do you create a case wide optional process?

Answer 4

In the Stage designer view, on the details tab, you can assign an optional process to the entire case and it will be available on all stages of the process.

Question 5

How would you allow an operator to to have the option to manual initiate processes within a particular stage or for the entire life cycle of the case?

Answer 5

Your would create an optional process.