This is a tutorial to learn the basic operation of the cloud-based workflow Questetra BPM Suite. Please try to experience the Business Process Management in the theme of very simple Business flow "Daily report".
If you don't have Login ID: Sign Up Free SaaS Workflow
1. Log in
Access to your dedicated Login URL, enter Login ID (Email)
* For Free SaaS Edition, the URL is listed on the Email 'Your Free SaaS BPM is Ready'.
2. Add Users
Add a User by the name of 'Test Subordinate' for the sake to experience creating Workflow practically
* In this tutorial, your name is shown as Jack Brown.
2-1. Open the [System Setting].When you click on your name shown at the top right of the screen (Top-right menu) and then select [System Setting], a list of Users will be displayed.
2-2. Click on the [New User] buttonWhen you click on the [New User] button at the top left of the screen, you will enter the User registration mode
2-3. Enter information about User to be addedA 'Test Subordinate' will be added after entering the necessary information and clicking on the [New User] button
|Available email address|
|Password||Enter a password of your choice|
3. Create a Workflow
Let's try creating a 'Daily Report flow'
- (1st Step) Subordinates create a Daily report and submit to the Superior
- (2nd Step) The Superior confirms those reports and makes comments
- (3rd Step) Subordinates confirm the Superior's comments
3-1. Add a new 'Daily Report flow'Select 'App Settings' from the Top-right menu, to open a list of added Workflows
3-2. Draw the flowFirst, place three Steps onto the 'Employee lane' and 'Supervisor lane'
3-3. Determine the format of the dataSet up three Data Items containing the information to be passed along. i.e. 1)Date, 2)Report content, 3)Comments on the report
* [Title] is a common data item that is reserved to all Apps
In the movie, the [Add Item] button is displayed on the left side of the screen as [Add] button in the current version
3-4. Determine the data level of visualization in each StepSet up the data item '1)Date, and 2)Report content, as writable in the 1st Step ('Subordinates create a Daily report and submit to the Superior') Set up the data items '3)Comments on the report' as writable at the 2nd Step ('The Superior confirms those reports and makes comments')
In the current version, the setting interface for "Data editing permission" is changed from those of the above movie to those of the following capture screen. Please refer to the following captured image.
3-5. Determine the person in charge of each stepAssociate the "Employees lane" where the first Step has been placed, with a group of "People who belong directly to the company", so that all employees can start a Daily report operation Associate the "Supervisor lane" where the second Step has been placed, with a group of "Leaders in the company", so that the Supervisor can check the employees' Daily reports
* See M209 / M210 / M211 / M212 for other Allocation rules
3-6. Save the Workflow and exitAfter you have set the three elements of the business flow i.e. "Flow", "Data", "Person in charge", you can click on the [Save] button on the upper right side
You can Save anytime, even in the middle of editing. Also, you can resume editing of a saved Workflow at any time.
4. Flow Business Data
Let's flow Business data in the "Daily Report flow" which you have created.
4-1. Release to run as a workflowClick on the [Release developing Version 1] button to enable Business Data to run on the 'Daily Report flow' you just created.
* See M412 for the detail
4-2. Try to submit a Daily Report from a subordinate role[Log out] once, then log in with the newly created "Test Subordinates" account Click on the [Start] button on the left side menu and select 'Daily Report flow' Enter 'Title', 'Date', and 'Report content', then click on the [Finish] button
4-3. Try making a comment on the Daily Report from Supervisor roleA Daily Report will be delivered to you from a Subordinate and will be marked as Your duty by the Workflow system
4-4. Try checking the comments from subordinate roleThe Daily Report that has been reviewed by the supervisor will be delivered as a duty for Test Subordinate by the Workflow system
Next, please try modeling the internal business of your own company.
* In Questetra, we offer more than 500 Business Templates. You can import and use them as they are, or modify and use them as well. Workflow Sample