How to do a quick Gluu setup and test
Inside your new Gluu trial account, you will see a sample process called 'Introduce you to Gluu'. This is the process that we recommend you to follow to test and understand all the main features:
So, these are the steps to take:
Create a Gluu account
Create and map a process flow
Add work instructions
Add tasks
Add case templates to run cases from processes
Invite some co-workers.
Complete tasks
Test and comment on the process
The quick steps are explained below:
1. Create a Gluu account
First, you need to create a trial account:
Once inside, the process 'Introduce you to Gluu' will help you through these next steps. However, it's best to start with an overview of what Gluu does:
2. Create and map a process flow
Create a new process on the 'Processes' page.
Click the process to map its flow:
You're done when you have mapped a flow with 2-5 roles (swimlanes) and no more than 10-15 activities that outlines what each role does. With this in place users will have a clear overview of "who does what".
Read more about managing processes
Now it's time to show "how work is done". This is done by adding work instructions:
3. Add work instructions
To add work instructions to each activity in your process you should do the following:
Go to a selected activity page by clicking a (blue or grey) activity box in your diagram to open the activity page. This is where you can add work instructions and turn the relevant tools on or off.
Now add a work instruction using images and perhaps even video:
You're done when you have described (in necessary detail) how a person with the selected role should complete the activity the right way in order to deliver the output, or outcome that is required for the next activity.
4. Add tasks
After setting up your process and work instructions you should try our Pro features and start executing your process using tasks. Tasks are specific KPIs to guide the people that execute the work. Gluu supports tasks of two types:
Recurring, schedule-driven tasks. These run automatically for tasks that have to be done on specific days or times of the day.
Case-based tasks. These can be included in cases and will be started at the right time during the process flow (case flow).
This video gives you an overview of how you use tasks:
You're done when all of your activities have a few tasks that make it specific and measurable. Try to ensure that you have both some recurring and some case based tasks.
5. Add case templates to run cases
If your process needs to run occasionally and "on demand" then you can use 'cases' to run specific sequences of tasks across roles.
Make sure you have at least two activities with tasks that are set to 'start with a case', then follow these steps:
You're done once you have a case template and tried starting a sample case.
6. Invite coworkers
Once you have a process flow with work instructions and tasks then it's time to involve some coworkers in your test:
Once you have invited some users - and given them the roles that are involved with your process - then they are ready to start testing your new process.
7. Complete tasks
Tasks can be marked as 'done' by people with the appropriate roles. This can be done via the Gluu web platform, or via Gluu's native Android and iOS apps.
8. Comment on the work instruction and tasks
Once users have tried executing your process, then they may have input and ideas for improvement. This is what the comment feature is for.
You're done once your co-workers have tested the process by trying the work instructions, completed some tasks and given their feedback and input as comments. Now, as a final step try making some changes and see how you will be promoted to communicate back to them.
Congratulations! By now you would have a completed a process improvement cycle and be well underway to standardizing and improving the work that your process covered.
