Managing Live Processes

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Managing Live Processes

Overview

When having designed a process through the Live Process, you can manage it through its different stages and allocate access rights to different options. In order to do so, you use the Manage Live Process dashboard.

 

Throughout this dashboard you may carry out these tasks:

Promote your processes from draft to pilot and then to published.

Clone your processes.

Create new versions of your processes.

Authorize users to create new cases, generate reports and others.

 

Managing processes

To manage your processes, access the dashboard by clicking on Manage Live Process located under the option called Live Process on the Main Menu.

 

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The dashboard will be displayed where you can see all of your Live Processes and their state (Draft, Pilot, Published). For more information on Live Process's states please refer to Promoting your processes.

 

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The processes will be color coded by state: blue for Draft, orange for Pilot and green for Published.

By clicking on your process's three dot menu Bizagi will show you the different actions you can perform on your Live Process.

 

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You can either change its status, create a copy, edit its diagram or delete it.

It is possible to create a new Live Process from this dashboard. To do so, click on the Create Live Process button, located on top right corner.

 

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Disabling and enabling case creation

Bizagi gives you the capability to disable your processes when they are on Pilot or Published state. This option keeps authorized users from creating new cases without affecting those which are already in process. You can enable or disable your processes whenever you wish. To do so, click on the process's three dot menu and select the option Disable case creation.

 

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After this, Bizagi will show a confirmation window, click on Accept.

 

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Disabled processes will be displayed differently. This procedure doesn't affect your process's state.

 

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To enable your process for case creation, click on the three dot menu and select the option Enable case creation. Then click on Accept on the confirmation dialog.

 

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Promoting your processes from Pilot to Published while disabled will change it's state but it will remain disabled.

 

Organizing your processes

The Live process management dashboard offers different ways to organize your processes or filter them. Your processes will be organized by their state by default.

 

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Bizagi offers Advanced filters to help you sort your processes and find what you need. You can filter your processes by name, creation date, category, status and whether or not case creation is enabled.

 

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Given the case you have a large amount of processes you can change the way they are displayed by clicking on the list_icon icon. To switch back to block view click on the block_icon icon.

 

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