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The following actions can be done in a Process Revision using Manage Configure Business Process:
- Add content activities
- Add contextual content activities
Each of these processes begins by creating a Process Revision. In the Process Revision page, use the "Configure Business Process" link to open the process activities and add the content that was added/created through a Content Revision. Before adding the content in the process activities, make sure the content is already created and applied.
Step 1 - Create the content through a Content Revision and apply
For details on creating and applying a Content Revision, please click here.
Step 2 - Create a Process Revision
To create For details on creating a Process Revision, click on the menu icon and select "Create Revision" under Revisions.
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From this page, an Administrative User can either search for an existing revision to modify, or they can select "Add a New Value" at the top of the page if they wish to create a brand new revision.
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The first step is to Reserve the revision. This saves the descriptive information and assigns the revision number.
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After creating the revision, click on "Configure" to begin making the changes in your revision.
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please click here.
Step 3 -
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Configure Business Process
From the Process Revision page, Administrative Users can configure/manage the business process.
How do you view your current Business Process?
The business process can be accessed by clicking on the "Configure Business Process" link.
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From this page, Administrative Users can see every step of the onboarding process and all content that is currently being displayed for that step. Administrative Users can add or modify content in the business process and choose what each user role will see during their onboarding process.
How do you add content to your Business Process?
To configure a content in the business process, the content should already be created through a Content Revision. On the Configure Business Process page, under the desired step, click on the "Add" button to attach content to that step in the onboarding process. The sections that have an "Add" button are the sections where you can include content.
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From the Select Actions page, select the content you wish to add to the business process and click "OK".
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How do you specify criteria for who sees the content that you added to your Business Process?
After successfully adding content to the business process, you must now choose who the content will be routed to. This is done by clicking the name of the content on the Configure Business Process page.
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In this example, you want only users who are in the Manufacturing company and who are located in California or New York to see the new content. The steps for adding this criteria is providede provided below.
Select the radio button labelled labeled "Route if criteria is met".
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Next is to add the routing condition. Click on the "Process Variable" lookup icon.
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Another option is to navigate through the tree structure to find the variable. Click on the "Display as Tree" button to return to the tree structure.
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To access "Company Attribute ID" as required in the criteria, click on navigate Common → Attributes → Company and then select "Company Attribute ID".
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All the attribute values available for the selected process variable will display in this list.
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Because "In" is selected, a link to choose from the list of process variable values is provided, as highlighted in the screenshot below. Click on the "List of Values" link to select the location values.
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All values listed under the California location (if available) are added to the page as shown. To add the New York location, again click "Add Attribute(s)" link.
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Expand the tree and select "New York".
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This will return to the Configure Business Process page. Save the process configuration by clicking on the "Save" button located at the bottom of the page.
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This action will bring you back to the Process Revision page where you can continue to change your configuration or apply the revision if you are done.
What attributes allow adding Contextual Content?
The following allow adding contextual Content. This can be seen by navigating to the Configure Attribute Preferences page.
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What sections of the business process configuration allow contextual content?
The following sections in business process configuration allow configuring content through contextual content setup. The contextual content added to an attribute, shows under the corresponding section based on the attribute and contextual content type selected. For example, if a policy is added as the Contextual Content for Company attribute, then the added content shows under "Company Policies" in the "Policies" section.
The list of attributes that support adding contextual content are: Company, Business Unit, Department, Location, Job Code, Client ID and Employment Agreement.
Sections in the Configure Business Process page which allow contextual content setup are:
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For details on configuring contextual content for an attribute, please click here.
In this example, you are examining viewing the Western US Business Unit which allows the upload of a policy or benefit.
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In the Contextual Onboarding Content Revision page, a policy is added and saved.
After save, the page process will return to the Process Revision Page.
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To see the newly added content, click on the "Configure Business Process" link in on the Process Revision page.
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The content that was added as a policy, will be available under the Policy section in the Configure Business Process page.
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