Create a process

A process is a plan or template, which can be used to create work orders. For more information on work order, see Work orders and jobs.

Create a process

1. Open or go to the Processes workspace tab.

2. Do one of the following:

   • Right-click in the top pane and on the context menu click New Process.

   • On the ribbon, go to the Home tab and on the New menu click New Process.

   A New Process tab appears.

3. In the new process Properties window, complete the property settings. See Process properties.

4. Save the changes.

5. Close the New Process tab.

6. The new process is added to the grid in the Processes workspace tab.

You can modify the properties of an existing process in the Properties window.