What is a process?

Processes define what a user can do and when. Using the Process Designer, you can create any number of processes to suit your business practices. For example, you can create change requests, literature requests, complaints processes, new starters and so on. Anything within your company which has a predefined order of doing things is suitable to use as the basis for a new process.

You can create processes for all of the top-level business objects within your database, such as Incident, Change, Problem, and so on. These top-level business objects often have related business objects, for example: Tasks and Assignments, and these too can have their own process. These are known as sub-processes.

After you create a new process, you need to ensure that the relevant users have the privileges to use it.