- Maintain a central repository of standard operating procedures, service guides, or general business processes.
- Relate and store processes directly on the item they are created for.
- Maintain technician task notes per step to track progress.
- and, share real-time status reports with clients, to ensure transparency on task status!
Guides
For information on Global Processes, visit Global Process Templates.
Creating Processes
- Navigate to an individual client space >> then to the Processes tab on the left-hand side menu.
- This first window will show you all of your processes in a list format.
- Only processes that you have permission to view will be visible.
- Click the ((+ New)) in the top right-hand corner.
- From this window, you'll need to choose how you'd like to create your new process; you can either:
- Create a new, blank process from scratch.
- or create a new process from an existing Global Process Template.
- Select the creation option of your choosing.
- Once created (either from scratch or from a template); you'll be able to add steps and instructions per step. Click the ((Edit)) button above the Process Description.
- Give the process a Description (optional).
- This area can be re-accessed by clicking the Edit icon when inside a process.
- Click ((+ New Task)).
- This will be how you add additional steps to your checklist.
- Give the step(s) a name and start writing out your step instructions.
- Click ((Update)) before navigating away to ensure your process saves!
Editing Processes
- Navigate to an individual client space >> then to the Processes tab on the left-hand side menu.
- Click inside an individual, already-existing process.
- Click the Edit button above the process.
- From here, you can Add or Edit Tasks.
- To create tasks for the checklist, click ((+ New Task)).
- Name the task.
- Provide a description of the task using our WYSIWIG editor.
- Click ((Update)) before navigating away to ensure your process updates save!
- Edit the name of a process by clicking on the name. This will allow you to make changes to the name; select return or enter to save the changes.
- The name can be updated without selecting Edit mode for the process.
Managing Processes
- Convert to Template
- This turns the process into template-mode. Tasks cannot be created in template mode.
- Duplicate
- Clone the process.
- Create Global Template
- Converts the process to a global template that can be found in Admin > Process Templates
- Favorite
- Add a process to your favorites and it will show in My Favorites on your dashboard.
- Archive
Move the process to the clients' museum. - Change Group Access
Click on group that has access to change group access. This will take you to Admin>Groups OR Block Access for the current group that has access. - Delete
- Permanently delete the process (admins or super-admins only).
Convert to Template
- Navigate to a client space >> and into the Processes section.
- Click into an existing process.
- Select Convert to Template.
- This will convert your process into a "Parent" process; every process created from this process is termed a "Child" process.
- Parent processes will show up as "cards" at the top of a client's processes section.
Using Child Processes:
- To utilize process templates and create child processes, you'll need to navigate to an individual asset, within a client space.
- On the right-hand action menu of the asset, find the Processes section.
- Click ((+ Add)).
- From here, choose which processes you'd like to start from.
- Only processes that have been 'Converted to Template' and exist within the same client will appear here.
- Each process created is a blank, but an exact duplicate of the parent process.
- Each process created will be linked to its' parent.
- Child processes can be further edited, in the exact fashion as other processes (see above creating and editing processes).
- Edits to the parent process, after the creation of child processes, will not affect the already-created child process.
Visit Relationships for additional information on utilizing the processes section for assets.
Tools
The sections below will serve to introduce additional tools and features associated with processes. Expand each section for an overview of the tool.
GPT can be created/edited in the Hudu admin area >> Global Process Templates; therefore creation/editing of GPTs requires a user role of admin or super-admin.
Visit Global Process Templates for additional information!
- Click on an individual task within a process.
- On the right-hand side of the task, choose the technician you'd like to assign the task to or leave it blank. If you choose a technician to assign the task, make sure to select Assign User to save the assignment.
- Choose a due date or leave it blank.
- Choose a priority level for each task or leave it blank.
Process tasks assigned to a user will show up in their My Tasks widget on their main Hudu dashboard.
- Only process tasks that have not yet been completed will show up in the My Tasks widget.
Real-time status reports include no details on what was accomplished per step of the process; they only provide the step name and an updating completion percentage widget.