Video tutorials: Business Process Management
The tutorials provide a quick introduction to the use of SmartProcess. The following videos explain the various topics that are necessary for process management and the use of SmartProcess as BPM sof…
The tutorials provide a quick introduction to the use of SmartProcess. The following videos explain the various topics that are necessary for process management and the use of SmartProcess as BPM software for process modeling.
01 - Process modeling basicsThis video explains the basics of process modeling with SmartProcess. It covers the "Processes" menu, the difference between a process group and a process, the process designer and formatting objects. | |
02 - Create process mapThis video explains how to create a process map with the process designer. Furthermore, the creation of process groups and processes as well as the formatting of objects is shown and explained. | |
03 - Modeling the processThis video is about modeling a process, using tasks and connectors, and gateways. | |
04 - Edit process detailsThis video explains how to maintain the process details. This includes task descriptions, task and process numbering, the use of user-defined fields and other details. | |
05 - Create and edit organization chartThis video is about creating and maintaining an organization chart. It covers the creation of new organizational units, the creation of roles and the assignment of users to individual organizational units. | |
06 - Define responsibilitiesThis video focuses on defining responsibilities. In particular, it deals with the use of swimlanes, additional participants, process owners and process participants. | |
07 - Document management basicsThis video covers the basics of document management. The topics covered are: the “Documents” menu, the various document folders and the creation of new folder structures. | |
08 - Create documentsThis video is about creating documents in the “Documents” menu. The various options for creating documents are explained: via the “Create new” button, via drag & drop and from a template. | |
09 - Edit document detailsThis video explains how to edit document details. It explains how to create user-defined fields, maintain document users, standards and requirements, use linked documents and edit Office documents directly from the application. | |
10 - Using process artifactsThis video deals with the use of process artifacts, e.g. in the applicable document, the data object “Input/Output”, the key figure, the risk, the opportunity and the IT system. | |
11 - Publishing with the release workflowThis video explains publishing with the approval workflow. | |
12 - Versioning in SmartProcessThis video explains how versioning works in SmartProcess. It explains how SmartProcess creates versions and how restoring previous versions works. The version list and version comparison are also explained. | |
13 - Further types of publicationThis video deals with other types of publishing, such as manual publishing, automatic publishing and how to withdraw a publication. | |
14 - Edit validitiesIn this video, we go into the editing of validities. It explains the validities of processes and documents and how to set standards for validities. | |
15 - Reusing and copying objectsThis video is about reusing and copying objects. The differences and behavior are explained in more detail. | |
16 - Maintain catalogsThis video deals with the maintenance of catalogs in SmartProcess. It shows how the export, import and customization of catalogs works. | |
17 - ReportingThis video is about reporting. It shows how to create evaluations for processes and documents and how best to proceed when saving standard reports. | |
18 - SettingsThis video covers the settings for process and document management in SmartProcess. The topics covered are: setting the start page, setting the main menu, the standard authorization profiles and configuring the application. |
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Video tutorial for process participants
