The single-page editing tool makes creating and editing processes really easy. You can do everything from process mapping to writing work instructions all in one convenient location.
Creating a new process
When creating a process, we try to do as much of the grunt work for you, so you do not have to bother with dragging and dropping every single role and activity into your diagram. You just tell us what you want in your diagram, and we create everything for you. All you have to do is connect it and add details to the flow such as decision gates and the like.
Introduction to The Gluu Assistant.
Follow these steps to create a new process:
Click the arrow next to 'New process' and choose 'Process'
Choose a process location, name, outcome, editors and owners
Follow the wizard
Validate or change the name and outcome if you are not happy with it
Choose the roles you would like in your swimlanes. You can choose as many or as few as you would like, and you can drag and drop them to rearrange the order.
Add the activities you need for each role
Add events and/or decision gates and place arrows to connect your activities
Fill in the needed information in your work instructions. You can scroll to your desired work instruction or simply click the table of contents on the left.
TIP! Want to create multiple processes in a row? Only the first step in the guide (process name, outcome, category, group and owner/editors) is necessary to create the process in your process hierarchy. Just uncheck the "Go to process" and you can then create your next process without doing any process editing.
Editing a process
The single-page editor is also great for editing existing processes, as you have everything conveniently in one place, so you can get all your editing done without having to click your way through multiple screens.
Follow these steps to edit an existing process:
Switch the 'Edit' toggle on in the top right corner of the process page
Drag and drop new objects or re-arrange existing objects in the process diagram
Add new or change existing information in the work instructions.
When you are done, simply exit edit mode by toggling the "Edit Mode" button.
TIP! When you select text in a work instruction, the formatting menu appears.
For more information about how to create and edit processes, please see the Process Diagram Editor