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…

Updated 9 months ago by Angelica Jacob

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 basics This 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 map This 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 process This video is about modeling a process, using tasks and connectors, and gateways.
	04 - Edit process details This 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 chart This 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 responsibilities This video focuses on defining responsibilities. In particular, it deals with the use of swimlanes, additional participants, process owners and process participants.
	07 - Document management basics This 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 documents This 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 details This 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 artifacts This 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 workflow This video explains publishing with the approval workflow.
	12 - Versioning in SmartProcess This 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 publication This video deals with other types of publishing, such as manual publishing, automatic publishing and how to withdraw a publication.
	14 - Edit validities In 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 objects This video is about reusing and copying objects. The differences and behavior are explained in more detail.
	16 - Maintain catalogs This video deals with the maintenance of catalogs in SmartProcess. It shows how the export, import and customization of catalogs works.
	17 - Reporting This video is about reporting. It shows how to create evaluations for processes and documents and how best to proceed when saving standard reports.
	18 - Settings This 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.