Add processes to an entity

The Processes window is where you can define the workflow for an entity by adding valid processes for the entity.

The entity, such as a work permit or a isolation, moves from one status to the next by performing a process.

Each status has a code number, such as 100. Processes also have code numbers that are usually between the code numbers of the start and end status.

For example, 150 is between 100 and 200.

Define processes for an entity

1. Open the Entities window.

2. Select an entity and then right-click anywhere in the window to open the context menu.

3. Click Processes.

   

   The window lists the defined statuses for that entity.

   

Add a new process to the entity

4. Click New on the main toolbar to add a new row in the window.

5. Enter the Process name and other details.

6. Click Save.