Overview

This menu enables the functions associated with the management (Add/Modify/Delete) of Meshed Workflow Processes.

A Workflow Process represents a particular business process. Each Workflow Process can have one or more Request Templates and each Request Template can have one or more Phases which are further divided into Tasks.

This enables a Provider or College to set up their business process using Phases and Tasks and later map with Forms.

On this page

Related topics

Process List

The Processes are listed as rows in a grid.

The grid displays the following data columns:

Process
Version
Description
Request templates - displays the number of Published and Draft Request Processes for a Process

The right most column contains the Action Icons that are used to perform various functions for each Process.

Grid Navigation

Multiple pages will be displayed for a grid listing more than 10 items.

The Page Navigation Bar helps Users navigate between pages of items in a grid and also go to a specific page.

Page Navigation always display the page number of the page a User is currently viewing and also includes back and next buttons, and for large numbers of pages includes first or last buttons.

Search

A keyword search of the Process Names which allows the User to refine the Processes displayed in the grid.

A keyword search looks for the word(s) anywhere in the Process Names. Keyword searches are useful when the User has part of the information.

Sort

Allows Users to click on the heading name, for columns displaying the Sort icon, to re-organise the grid in the order of the data in that column.

Clicking a heading name will alternatively order the grid data in ascending order and then in descending order.

Ascending means smallest to largest, or alphabetical.

Descending means largest to smallest, or reverse alphabetical.

Add New

Field Descriptions

Field	Description
Name	The name of the Process. Process names must be unique. This is a mandatory field.
Version	Version of the Process. This is a mandatory field.
Description	Description of the Process. This is a mandatory field.

Field

Description

Name

The name of the Process.

Process names must be unique.

This is a mandatory field.

Version

Version of the Process.

This is a mandatory field.

Description

Description of the Process.

This is a mandatory field.

Edit

All fields can be modified.

Delete

A confirmation message will be shown that requires action.

Before deleting a Process the system checks if the Process is associated with any other records, and if there are Requests that have been created then the Process cannot be deleted. Any created Requests need to be deleted first and then the Process deleted.

Request Templates

Each Workflow Process can have one or more Request Template

Further information for Request Templates

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