Work Processes

Overview

• The Work Processes module can be used to list all the processes in an organisation or used on an ad-hoc basis to manage a project.

• It includes fields to identify managers and allows staff and suppliers to be linked to a process.

• Each process can be rated to indicate how well it is managed or executed.

Navigation: Main Menu > HR > Work Processes

Settings

Navigation: Main Menu > Office > My Organisation > Staff (tab) > Double-click a name > Settings (tab)

• Human Resources > Work Processes - Access Allowed: The access options are:

  • None

  • Read-only: View access only.

  • Full Access: Full access is required to add or edit processes.

Buttons Explained

• Group: Allows the records to be grouped and for the grouping to be managed. The options are:

  • Expand

  • Collapse 

  • Ungroup

  • Group by:

    • Status

    • Group

    • Director

    • Manager

    • Rating

• View: Displays the records after being grouped.

• Edit: 

  • Allows the records to be edited.

  • Divides the Description column into:

    • Description

    • URL - Documentation

• New: Creates a new work process.

• Delete: Deletes the work process.

• Save: Saves any changes.

• Actions

  • Batch Update: Updates all the selected records when Update (button) is clicked. The options are:

    • Status

    • Department

    • Type

    • Director

    • Manager

    • Staff

    • Supplier

    • Group

    • Rating

• Menu

  • Refresh Lookups: Refreshes the process groups lookup.

  • Edit Process Groups: Allows groups for work processes to be created and edited.

  • Email Excel

  • Export Grid

  • Save Grid

  • Restore Grid

  • Restore Default Grid (All Users)

Fields Explained

• Status: The status of the process. The options are Pending, Active, or Cancelled. 

• Group: The process group as setup under the Menu button.

• Description

  • The description of the process.

  • When not in Edit Mode, the field is hyperlinked with the documentation URL.

• URL - Documentation

  • Only displayed in Edit Mode.

  • A field to paste an URL.

  • Usually, a link to the relevant documentation is inserted. 

• Type

  • Select a Type from this list:

    • Reactive

    • Proactive

    • Development

• Department: A dropdown list of departments to select one.

• Director: A dropdown list of staff to select the applicable Director.

• Manager: A dropdown list of staff to select the applicable Manager.

• Staff

  • Staff are added using the right-click context menu.

  • Staff can be classified as Trainer, Competent, Basic, or Trainee.

  • Their names are added and colour-coded based on the classification.

• Suppliers: Suppliers can be added using the right-click context menu (Link Suppliers).

• Rating: The process can be rated with one star being poor, and five stars being excellent.

• Due Date: Opens a calendar from which a due date can be selected.

• Updated: The person and date on which the process was last edited.

• Menu (...)

  • A submenu with these options:

    • View/Edit Note: Notes are displayed below the process.

    • Link Suppliers

    • Link Staff

      • Trainee

      • Basic

      • Competent

      • Trainer

    • Delete