What’s A Process?

A business process is a flow chart that shows how users start, approve, add information and complete a process. The flow chart is divided into areas called ‘swim lanes’ which represent user ROLES. Tasks and decision boxes describe the actions performed by users. Cloudstream users can be assigned different roles, they can start and interact with the process using their Process Inbox.

Starting a Process

Once users have been assigned to roles, any user assigned a starting role (SH HR Candidate above) will see an Icon in their ‘Start A Process’ tile:

Click here to see details of how forms work

Selecting users for tasks

The ‘Users’ tab allows you to select users who will receive this form in their ‘Process Inbox’. Its a bit like selecting users to send emails to. Unlike email – YOU CAN LEAVE THE SELECTION BLANK! The process will then go to the Inbox of EVERY user in the given role. Any of them can process it.

Searching form data

If you select data from the Search tab, and try to start a process, you have a choice.

‘Modify Existing’ will start a process that SHARES the data originally created for another process. ‘Change COPY’ will create a new data row.

Imagine the search result table was like a spreadsheet. ‘Modify Existing’ will modify the row you selected, while ‘Change Copy’ will first create a copy of that row.

Performing Inbox Tasks

If you have been assigned a role that performs some task in a process, the process will appear in your Inbox when that task is reached.

‘Recent’ ,‘My Processes’ and Process Search