Business Processes

A business process (BP) is a set of coordinated tasks and activities that lead to the accomplishment of a specific business goal. For example, creating, routing, and approving a purchase order is a business process. Most BPs include a workflow that specifies how the BP should proceed, from start to finish. Information is entered and stored in the system using electronic BP forms.

Each time you complete a BP form in the system, a BP record is created. These forms might be routed to project/shell team members or other users via workflows. Non-workflow BPs are also stored as records. All BP records are stored in logs, which are accessible in the Navigator. Think of these logs as filing cabinets, with each drawer storing a different type of BP.

As part of a workflow, you will use these forms to collaborate as a team to complete a BP. The information that you enter in the fields on BP forms is used throughout the system. By entering information such as the "who, what, where, and when" for each BP, you can run a project. You can maintain action items, manage document archiving, track workflow tasks and milestones, communicate and collaborate with project team members, and generate project reports.

BPs can be associated with a specific Project or Shell (Project/Shell-level BP), or they can be applicable for the entire Company (Company-level BP). The Administrator determines which forms are to be used and how the workflows operate.