Use the following procedure when you want to set up a process in JobRouter Designer. First capture all the information about the process flow and analyze it (Process Analysis). Then lay out the process in Designer (Practical Conversion). This method has proven itself, and it will make your work with JobRouter Designer easier.
Process analysis
First think about the basic qualities of your workflow. Ask the following questions:
•What information shall be gathered by the process?
•What tasks are performed during the process? These tasks become steps.
•What conditions and decisions influence the process? These become embodied in rules.
•Which roles are involved in the process flow? These become users or Job Functions.
•What interfaces to other systems will be necessary? These become database and other links.
When finished with the process analysis, you can begin the practical conversion.
Practical conversion
During the practical conversion, you will find some work steps that need to be done only once, and others that have to be repeated.
One-time work steps
•Lay out the Job Functions that will be necessary in the individual steps (see the JobRouter Admin Manual)
•Set up a new process (See chapter Processes).
•Assign the applicable Job Functions to the process (See chapter Job Functions).
•Define the corresponding fields in the process table to hold the process information (See chapter Creating the process table)
•Lay out the required steps in the process map (See chapter Flowchart editor).
Repeated Work Steps
•Create a new form (See chapter Forms).
•Assign the form to the corresponding step (See chapter Steps).
•Lay out another new step if required (See chapter Steps).
•Define rules as required for the individual steps (See chapter Rules).
