Process Models

{solution} > Processes (solution-global processes)
{solution} > Case Types > {case type} > Processes (case-specific processes)

Working with Processes

Creating or Modifying a Process

Tip: Before creating a Process, be sure to define either the Role(s) that will be responsible for it, or the Rule Set that will determine the owner. (You cannot save the process until a mechanism for determining the owner has been established.)

To create or modify a process:

1. Visit