Creating New Processes

You create processes to represent the activities required to offer a specific service to a customer. The process representation includes all of the work that must be performed to complete the order.

To create a new process entity:

  1. From the Studio menu, select New, select Order and Service Management, select Order Management, then select Process.

  2. In the Project field, select the OSM project to which to add the process.

  3. In the Order field, associate the process to an order.

    If no order exists (the field is blank), you can create the process entity and then later create an order to associate with the process.

  4. In the Name field, enter a name for the process.

    Ensure that the process name is unique among the process entity types. Two processes cannot share the same name.

  5. (Optional) Select a location for the process.

    By default, Design Studio saves the process to your default workspace location. You can enter a folder name in the Folder field, or select a location different from the system-provided default. To select a different location:

    1. Click the Folder field Browse button.

    2. Navigate to the directory in which to save the entity.

    3. Click OK.

  6. Click Finish.

    Design Studio displays the process entity under the selected project in the Studio Projects view.

Related Topics

Working with Processes