.Manage Business Process Rules v1.5

The following actions can be done in a configuration revision using Manage Business Process Rules:

• Add content activities
• Add contextual content activities
• Attach category driven content to the Home page

Each of these processes begins by creating a configuration revision.  In some cases a Content Revision must have been created and applied before using the new content in a Configuration revision.

Step 1 - Create a Configuration Revision

To create a Configuration Revision, click the Menu Icon and select Add/Update Revision under Manage Revisions.

From this screen, a System Setup User can either search for an existing revision to modify, or they can select Add a New Value at the top of the screen if they wish to create a brand new revision.

The first step is to Reserve the revision.  This saves the descriptive information and assigns the revision number.

After creating the revision, click Configure to begin making the changes in your revision.

Step 2 - Manage Business Process

From a Configuration Revision, System Setup Users are able to manage the business process.

How do I view my current Business Process?

The business process can be accessed through the Manage Business Process Rules tile on the left hand side of the screen.

From this screen, System Setup Users can see every step of the Onboarding process and all content that is currently being displayed for that step.  System Setup Users are able to add or modify content to the business process and chose what each user role will see during their Onboarding process.  

How do I add content to my Business Process?

On the Define Business Process Rules page, under the desired step, press the add button to attach content to that step in the Onboarding process.  The sections that have an 'Add' button are the sections that you are able to upload as many pieces of content as you would like.  To add content to a section without an 'Add' button, a System Setup User will need to do so by adding Contextual Content (see below).

From the Select Actions page, select the piece of content you wish to add to the business process.  

How do I specify criteria for who sees the content that I added to my 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 left clicking the name of the content on the Define Business Process Rules page.

The Action Details page is displayed. You can choose to 'Always Route', which routes this content to users of all types, or you can add criteria in order to narrow the pool of users who will be able to see the newly added content.  You are able to add multiple criteria, with simple or complex logic, based on values of attributes and other process variables that  you have defined.  In this example, you want only users who are in the Services company and who are located in California or New York to see the new content.

Select Route if criteria is met.

Click the Process Variable lookup icon.

Select the Company Attribute ID.

Select the Operator.

Click the Value/Process Variable lookup icon.

Select the Services company.

Click Add to add another criteria row.

Select the logical operator for this criteria.  In this example, select And.  Click the lookup icon for Process Variable.

Select Location Attribute ID from the list.

Select In for the Operator, then click List of Values.

Click Add Attribute(s).

Select California locations.

The California locations are shown.  Click Add Attribute(s).

Select the New York location.

The New York location is shown.  Click OK.

Click Save.

To apply these newly added changes, make sure to select Save at the bottom of the page. This action will bring you back to the Revision Configuration page where you can continue to change your configuration or apply the revision if you are done.

How do I add Contextual Content to my Business Process?

To add Contextual Content, a System Setup User must be in an active Configuration Revision, and navigate to the Revision Configuration page.

Select the Master Attribute you wish to add Contextual Content.  The available Contextual Content will be displayed in the icon list for the corresponding Attribute.  In this example, we are examining the Western US Business Unit which allows the upload of a policy or benefit.  

From the Contextual Onboarding Content Revision page, select the Smart Form or Checklist that you wish to add to your business process.

Select Save to apply the changes. This action will bring you back to the Revision Configuration Page.  

 To see the newly added content, select Edit under the Manage Business Process Rules Icon on the left hand side of the screen.

The content that was added was a policy, and can now be seen under the Policy section on the Define Business Process Rules page.

What Attributes allow me to add Contextual Content?

By default, there are seven Master Attributes that can contain Contextual Content.  This can be seen at any point by navigating to the Attribute Preferences page.

Attach Category Driven Content to Homepage

From a Configuration Revision, System Setup Users are able to attach content to Homepage Configuration.  To see an in-depth guide on how to add both category driven and non category driven content, click here.  By default there are 5 Attributes that allow you to add or edit Homepage Content.

* If you chose the root node for one of the attributes above, you will be able to change the Homepage Content for any role.  If you chose a node that is not the root node, you will only be able to add Homepage Content to the New Hire role.

From the Revision Configuration page, select one of the 5 available attributes in order to add Homepage Content.  In this example, we are adding Homepage Content to the Western US Business Unit.

Choose the Content Category you wish to modify.  In this example we will be adding an image to the Gallery Category.

Select OK and Save on the Homepage Content Revision Page to apply the changes.  Make sure to apply the revision once you are all done with the current Configuration Revision so that your newly added category content will appear on the homepage.

Step 3 - Manage Content Security

If the changes made in the revision affect the business process, the security must be set up for the new activity, to specify which types of users have access.  Refer to Manage Content Security for details.

Step 4 - Apply the Revision

The configuration changes made will not be in effect until you 'Apply' the revision.  To apply the revision, select Return to Revision Manager and select Apply at the bottom of the screen.

On the Manage Revision Screen, click Apply to confirm all changes made throughout the revision.