Work Processes Reference

Overview

The Work Processes module can be used to list all the processes in an organisation or used on an ad-hoc basis to manage a project.
It includes fields to identify managers and allows staff and suppliers to be linked to a process.
Each process can be rated to indicate how well it is managed or executed.

Settings

Note

The defaults are the values for new databases and new users. Your database may have different values.

Setting	Description	Default
Human Resources > Work Processes - Access Allowed	The access options are: None Read-only: View access only. Full Access: Full access is required to add or edit processes.	None

Buttons Explained

Button	Description
Group	Allows the records to be grouped and for the grouping to be managed. The options are: Expand Collapse Ungroup Group by: Status Group Director Manager Rating
View	Displays the records after being grouped.
Edit	Allows the records to be edited. Divides the Description column into: Description URL - Documentation
New	Creates a new Work Process.
Delete	Deletes the Work Process.
Save	Saves any changes.
Actions	Batch Update: Updates all the selected records when Update (button) is clicked. The options are: Status Department Type Director Manager Staff Supplier Group Rating
Menu	Refresh Lookups: Refreshes the Process Groups lookup. Edit Process Groups: Allows groups for Work Processes to be created and edited. Email Excel Export Grid Save Grid Restore Grid Restore Default Grid (All Users)

Fields Explained

Info

Fields marked in green (✎) can be edited.

Field	Description
Status	The status of the process. The options are Pending, Active, Complete or Cancelled.
Group	The Process Group as set up under the Menu button.
Description	The description of the process. When not in Edit Mode, the field is hyperlinked with the documentation URL.
URL - Documentation	Only displayed in Edit Mode. Paste a URL. Usually, a link to the relevant documentation is inserted.
Type	Select a Type from this list: Reactive Proactive Development
Department	A dropdown list of departments to select one.
Director	A dropdown list of staff to select the applicable Director.
Manager	A dropdown list of staff to select the applicable Manager.
Staff	Staff are added using the right-click context menu. Staff can be classified as Trainer, Competent, Basic or Trainee. Their names are added and colour-coded based on the classification.
Suppliers	Suppliers can be added using the right-click context menu (Link Suppliers).
Rating	The process can be rated with one star being poor, and five stars being excellent.
Due Date	The date by which the process must be completed, if it has one. Select it from the calendar.
Updated	The person and date on which the process was last edited.
Menu (...)	A submenu with these options: View/Edit Note: Notes appear below the process. Link Suppliers Link Staff Trainee Basic Competent Trainer Delete