Process Management

Manage Processes throughout your organization.

Who is a Process Manager?

The Process Manager understands the Process design and workflow dynamics to troubleshoot Request routing incidents. Tasks assigned to this user would otherwise pause indefinitely because workflow on that Request cannot continue due to any of the following reasons:

The Request routes to a Task assignee whose user account is inactive. The Process Manager must manually assign that Task to a user whose account is active.
The Request routes to the Task assignee's manager, but that user's account is not configured with a manager. The Process Manager must determine who is the original Task assignee's manager, and then manually reassign that Task to that user. Separately, the Process Manager may notify the Administrator that not all user accounts are configured with her or his manager.
The Task assignee does not have a user account manager, and is a member of two or more groups which have different managers. The Process Manager must determine who is the original Task assignee's manager, and then manually reassign that Task to that user.
The Request routes to a Task assignee in which that user's account is set with the following statuses:
- The user's account is set to Out of Office status, but not configured with a delegated user to assign new Tasks while with this status. The Process Manager must manually reassign that Task to a delegated user.
- The user's account is set to Scheduled status, is not scheduled to work when the Task is assigned, and is not configured with a delegated user to assign new Tasks. The Process Manager must manually reassign that Task to a scheduled user.
The Process Manager is assigned the Task in that Request, and may then indicate how to route that Request. The Process Manager may optionally cancel that Request if that user is among those selected in the Cancel Request setting.