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After saving the process for the first time, the other sections of process general data will be unblocked, so that such configurations can be performed:
In this section, it will be possible to edit the following fields:
ID #: Displays a number or code used to identify the process. If you prefer, use the arrow next to this field to generate an automatic identifier. Remember that if, in the process type, the use of an identification mask was configured, the respective mask will be displayed when generating the automatic ID #.
Note: The ID # generated by the mask may only be edited if the "Enable ID # change" option is checked on the process type data screen.
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Name: Displays the process name, allowing the change to a new name.
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Process type: Click on the  button to edit the process type.
Note: By changing the process type, the process attributes will also change.
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Responsible: Enter the user who will be responsible for the process and who will always have access to it. This field will be filled in automatically by the system with the user who is registering the process, but if necessary, the person responsible can be changed.
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Business units: Select in this field, the business unit of the process in question. This field allows you to view the processes by business unit and department, through the configuration and use of dynamic navigators.
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Process department: Select the department of the process. It is worth remembering that in this field only the departments that belong to the previously selected business unit will be displayed.
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Process evaluation: This section will only be displayed if the there is an Evaluation method defined in the general parameters.
Note: The details on how to perform the process evaluation are described in the Evaluating a process section.
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Use this section to enter or edit the process description. If the process is configured with automation for SE Workflow, SE Incident or SE Problem, the process description will be displayed during the instance execution, in the first item of the navigation panel, along with the description of the activity being executed and the documents of the activity process.
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In this section, in the Fixed duration field, enter or edit the estimated time for the duration of the process. This time can be given as: Hour(s)/Minute(s), Day(s), Week(s) or Month(s).
Variable duration (SLA): Check this field to set a variable duration of the process in question.
Note: Refer to the Variable duration (SLA) section for details on how to configure the variable duration of the process.
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Use default calendar: If this field is checked, the calendar set as default through the SE Administration component, will be used for calculating the process schedule. Otherwise, in the Calendar field, select the calendar that will be used to calculate the process schedule.
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In this section, it is possible to enable and configure the automation of the process. To do this, check the Enable automation option so that the process can be used in other components. Then, select the Component, Object and the Operation that will be performed by the process.
Component
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Object
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Operation
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Description
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APQP/PPAP
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APQP/PPQP
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Revision
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This configuration allows selecting the process as a revision method in an APQP/PPAP type.
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Asset
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Asset
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Revision
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This configuration allows selecting the process as a revision method in an asset type.
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Knowledge base
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Article
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Revision
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This configuration allows selecting the process as a revision method in a knowledge base.
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Performance
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Scorecard
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Revision
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This configuration allows selecting the process as a revision method in a scorecard type.
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Document
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Document
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Revision
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This configuration allows selecting the process as a revision method for documents in a category (SE Document).
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Document
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Document
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Approval
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This configuration allows selecting the process as an indexing approval method for documents in a category (SE Document).
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Document
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Capture batch
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Verification
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This configuration allows selecting the process as a verification method for document capture batches in the capture configuration data (SE Capture).
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FMEA
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FMEA
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Revision
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This configuration allows selecting the process as a revision method in an FMEA type.
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Form
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Form
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Revision
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This configuration allows selecting the process as a revision method in a form table.
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Incident
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Incident
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Life cycle
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This configuration allows automating the incident life cycle in SE Incident.
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Supply
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Supply
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Revision
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This configuration allows selecting the process as a revision method in a supply type.
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PDM
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Item
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Revision
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This configuration allows selecting the process as a revision method in an item type.
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Problem
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Problem
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Life cycle
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This configuration allows automating the problem life cycle in SE Problem.
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Process
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Process
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Revision
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This configuration allows selecting the process as a revision method in a process type.
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Survey
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Survey
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Revision
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This configuration allows selecting the process as a revision method in a survey type.
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Requirement
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Requirement
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Revision
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This configuration allows selecting the process as a requirement revision method in a requirement type.
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Requirement
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Requirement mapping
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Revision
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This configuration allows selecting the process as a mapping revision method in a requirement type.
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Waste
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Waste
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Revision
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This configuration allows selecting the process as a revision method in a waste type.
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Risk
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Plan
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Revision
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This configuration allows selecting the process as a revision method in a plan type.
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Workflow
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Workflow
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Instance
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This configuration allows automating the execution of instances in SE Workflow.
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Disable manual start: This option is available only for automation of the SE Workflow, SE Incident or SE Problem component. Check this option so that the process in question cannot be started manually, that is, the process can only be started as a sub-process, from another process, or through a schedule.
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Request countersign when executing an activity: Check this option for the countersign to be requested when executing the process activities. The "Request countersign when performing task" option must also be checked in the Authentication menu of the Configuration component.
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Restrictions on smartphones: This option is available only for automation of the SE Workflow, SE Incident or SE Problem component. Leave this field blank so that no process activity start or execution restrictions are applied on smartphones; otherwise, select one of the restriction options:
▪Restrict start: The workflow, incident or problem that uses the process cannot be started when the system is being accessed through a smartphone. ▪Restrict activity execution: The workflow, incident or problem activities that use the process cannot be executed when the system is being accessed through a smartphone. ▪Restrict start and activity execution: The workflow, incident or problem that uses the process cannot be started or have its activities executed when the system is being accessed through a smartphone. |
Start through Offline application: Check the Enable start through offline application configuration to enable the process to be available in the SE Suite mobile application for off-line use.
Then, select a Start form (Responsive form). The form must have the "Enable form to be used in the off-line application" configuration enabled in SE Form.
Learn more about the configuration that enables the form to be filled out while off-line. Refer to step H of the Responsive form designer topic in the SE Form component manual.
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▪It will not be possible to change the process automation if it has already been instantiated. ▪You cannot use the same process in more than one automation operation. |
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This section lists all attributes associated with the process type through the "Configuration  Classification Process type" menu. Therefore, those that are required, must necessarily have their values filled in. To do that, just enter them in the list of attributes itself.
Remember that the way to associate the value varies according to the configurations set when creating the attribute.
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In this section associate the costs obtained during the execution of the process in question (expenses of resources used are not considered). See more details in the following sections:
Current process: Check this field to view and/or add costs to selected process. Below are the steps to add a cost to the process.
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Process activities: Check this field to view the costs associated with the selected process.
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All sub-levels: Check this field to view the costs of all process levels (sub-processes and their corresponding activities, besides the selected process activities).
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1.
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To add a cost to the selected process, first select the Current process option located on the upper section of the Cost section. At this point, the buttons of this section will be enabled.
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2.
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Click on the  button and fill out the following fields on the data screen that will open up:
Cost: Select the cost that the process will have. Click on the buttons next to this field to create a new cost, view the data of the selected cost or clear the field. All costs displayed in the "File Cost" menu will be available for selection.
Quantity: Enter the total cost of this cost in the process.
Unit value: Enter the cost unit price.
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3.
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Save the cost data.
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For the activities, decisions, and sub-processes of this process, the system will only allow adding costs through the data of each activity/decision or sub-process. For that reason, when adding a cost of an activity/decision/sub-process, it will also be added to the costs of the process. Therefore, the list of the process costs is a sum of all the costs (quantity and value) used in the activities/decisions/sub-processes that make up this process.
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Associate in this section all the process inputs and outputs. See how to add materials or information to each subsection:
Process inputs can be materials, equipment, and other tangible assets, but they can also be information and knowledge. To create inputs, click on the button in the respective section, choose one of the options (Information or Material) and fill out the following fields:
Information/Material: Select the information/material* to be added to the process. Use the button located next to this field to add new records.
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Supplier type: Set whether the information/material* supplier is a department or a third-party entity.
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Supplier: Select the name of the information/material* supplier according to the choice made above. If the third-party entity option was selected, use the button next to this field to add new records.
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Storeroom: Select the storeroom where the information/material* will be stored. Use the button located next to this field to add new records.
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Fields indicated with an asterisk (*) vary according to the option being associated (Information or Material).
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Just as inputs, process outputs can also be materials or information. To create outputs, click on the button in the respective section, choose one of the options (Information or Material) and fill out the following fields:
Information/Material: Select the process output information/material*. Use the button located next to this field to add new records.
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Customer type: Enter whether the customer type of the information/material* is a department or third-party entity.
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Customer: Select the name of the information/material* customer according to the choice made above. If the third-party entity option was selected, use the button next to this field to add new records.
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Storeroom: Select the storeroom where the information/material* will be stored. Use the button located next to this field to add new records.
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Fields indicated with an asterisk (*) vary according to the option being associated (Information or Material).
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Use this section to create the Critical Success Factors of the process. Critical success factors are created through the "File Critical success factor" menu. Use the buttons in this section to associate or disassociate critical success factors with the process:
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Click on this button to associate a critical success factor to the process in question. On the screen that will be displayed, when you click on this button, locate and select the desired factors and save the selection. Hold the CTRL or SHIFT key or the checkbox next to each record, to select more than a record at a time.
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Click on this button to delete the association of the critical success factor with the process in question. Select the desired record before clicking on the button.
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Click on this button to view the critical success factor data. Select the desired record before clicking on the button.
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This section will only be available when the process in question is a sub-process and its data is accessed through the flowchart of the main process.
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In this section is displayed the input flows (with their names and the item that originated them) and the output flows (with their names and the item they will advance to). To edit the data of a flow, select it and click on the  button on the side toolbar.
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Use the Analysis tool section, to create the record of the process analysis through the available analysis tools in the SE Suite: 5 Whys, FTA and Ishikawa. A new analysis may be created or an already existing analysis may be associated. To add an analysis, click on the desired tool: 5 whys, Ishikawa or FTA. To associate an already existing analysis, click on Associate.
The details on how to create a new analysis or associate an existing analysis may be found in the User guide  Tools Analysis tools section.
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Use the Cause section to associate the causes of the defects or problems of this process. To do so, click on the button and on the screen that will open up, fill out the following fields:
Cause: Select the cause in the respective field and define whether it is the root cause or the potential cause of the defect or problem. Causes created through the File Cause menu will be available for selection; however, in this field, it is also possible to create a new cause.
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Percentage: Enter, in this field, the percentage of the selected cause in relation to generating the defect or problem in the process.
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Department responsibility: Enter the department where the cause was generated.
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Description: Enter the description for the cause of the problem or defect in this process.
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In this section, the information related to the management of the process in question must be configured. Fill out the following fields:
Process management: Select, in the Type field, if the process management will be performed by a Functional role, User, Department, Position or Team, and then, select the respective manager in the field that will be enabled in this section. The Restricted field will be enabled when selected type is department; this field should be used when the need to restrict process management by a specific position or functional role of the selected department, arises.
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Instance management: Select, in the Type field, if the instance management will be performed by a Functional role, User, Department, Position or Team, and then, select the respective manager in the field that will be enabled in this section. The Restricted field will be enabled when selected type is department; this field should be used when the need to restrict instance management of this process by a specific position or functional role of the selected department, arises.
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The resources required for executing the process in question should be associated in this section. See more details in the following sections:
Current process: Select this field to view and/or associate the resources in the process in question. The following will detail the steps to add a resource in the process.
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Process activities: Check this field to view the resources associated with the selected process.
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All sub-levels: Check this field to view the resources of all process levels (sub-processes and their corresponding activities, besides the selected process activities).
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1.
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To associate a resource with the selected process, first select the Current process option located on the upper section of the Resource. At this point, the buttons of this section will be enabled.
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2.
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Click on the button and fill out the following fields on the data screen that will open up:
Resource: Select the resource to be used in the process. The possible resources are created in the system through the "File Resource" menu.
Quantity: Enter the resource quantity that will be used.
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3.
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Salve the resource data.
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For the activities, decisions, and sub-processes of this process, the system will only allow adding costs through the data of each activity/decision or sub-processes. For that reason, when adding a resource of an activity/decision/sub-process, it will also be added to the resources of the process. Therefore, the list of the process resources is a sum of all the resources (quantity, duration, and value) used in the activities/decisions/sub-processes that make up this process.
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In this section, the process flowchart is displayed. The system allows to view the process items data (sub-processes, activities, decisions, among others). To do that, double-click on the item where you wish to view the data. Flowchart modeling is performed through the SoftExpert BPM Suite tool.
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In this section is presented the RACI matrix of the activities of the process in question. The RACI matrix (Responsible, Accountable, Consulted and Informed) shows a matrix between activities and the participants/responsible parties who act or receive information in each activity. The matrix considers the information recorded in the activities:
The RACI matrix contributes to the clear division of tasks between people and teams, showing the process manager a complete view of the process life cycle.
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