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Help for Customer Appointments Process Automation



Purpose of this Process

Here we take the case of a facility that offers therapies to customers. The purpose, in this case, is to automate the various steps that an appointment has to take to complete throughout the facility.

How Process Owner Starts the Process

On the left top side of the screen, press “Start Process“ and then select “NEW APPOINTMENT.“ In the emerging form, put a customer, date, time, and the therapist after completing press the button “Post Changes“ in the left top corner of the form. The Process starts. You, the starter, are the “Process Owner.“

What the Process Members do

The first task (Activity) that the system issue is an Activity for the “Process Owner“ to make adjustments to the appointment date. So from the menu, select “Activity“ and select the Activity that matches the appointment from the emerging form. By double-clicking this Activity, a form opens on the right of the screen. This form contains the subject of the Activity and in the lower part contains the “Job Material.“ Here in “Job Material,“ one or many forms are contained that are related to Activity. The first (and only) form of “Job Material“ has already opened in the center of the screen (in all cases where the “Job Material“ contains only one form, this form will be opened by the system automatically). Adjust whatever you want in the Activity (add more comments, attach files), and then, if you made changes, press “Post Changes.“ Then you can press the “Forward“ button in the right placed “Activity“ form. The Process will proceed further. As is evident, the “Process Owner“ is the first “Process Member.“ A Process Member is every user (Associate) that assigned and closes (finishes)

The Process continues in the very same manner for the roles or names of “SECRETARY,“ “HOSTESS,“ therapist, “HOSTESS“ again, and finally “SECRETARY“ for the payment. Thus, it is evident that a process is a sequential number of Activities throughout the facility.

Closing of Process

The Process Closes (finishes) when the last Activity (payment of customer) is closed.

Process Activities Monitoring

The “Process Owner“ acts as a “client“ to the rest of the “Process Members“ (he is the one that wants the “product“ delivered in time). So, during the Process‘s progress from the menu and “Processes“ sees all processes, he is a “Process Owner.“ So the question of where are which Activities answer on this browser.