Processes

Description

Processes contain step-by-step plans that are created manually. A process can be used to assign consecutive actions to specific participant groups. It can also be used to automatically send reminders when a certain number of days have passed.

For example, each process step can be assigned to a teacher or other role. They must perform the task listed in this step. The task is not added directly in the process step, so it is recommended to write down the instructions as clearly as possible. Processes can follow each other, individual process steps can also refer to another process. A chain of processes can be created, as it were.

Supervisor roles can see the overview of process progress where the participants are. You can filter on completed and uncompleted steps. An overview is then created of participants who, for example, have not yet completed a certain step.

Example

By using the different steps, for example, a progress process can be made for teachers with students. This can look like this:

Process step 1. First meeting with student
Process step 2. Second meeting about progress after a certain number of weeks
Process step 3. Continuous progress interviews with identical or different periods.
…
Process step X. Final interview about the course/training/education.

One or two reminders can be set for the teacher at each step. This can be based on when the previous step was completed. There is no need to maintain fixed data.

Settings

The default name of the menu item is "Process Progress". Select this to show the overview for the processes. In this screen, a new process can also be created with 'Add process', at the top right of the screen. Give the process a title and, if desired, assign a qualifier.

After saving, the process appears in the overview. To add steps, click the list icon on the right. A screen opens where process steps of the relevant process are managed. Click on 'Add process step' to create a new step. The steps can also be sorted in this screen.

Add a process step

Each process step must contain a description. It states what the person in question must do for this step. As mentioned earlier, this will only be textual, for example no forms or other means will be used.

A deadline can be set if desired. The reminders can also be set here. A text can be added to a reminder, but this is not mandatory. If it is necessary for a previous process step to be completed, this must be enabled here. This means that the relevant role must indicate that the previous step has been completed.

When creating a process step, these roles must be marked. This can be done under the heading 'Process step rights'. Two lists are visible. One serves for the role(s) that must complete the step, the other indicates for which roles this step is visible.

At the bottom of this page it is possible to complete this step by means of a questionnaire or training. These are created in the corresponding modules. When the process is completed, the participant is redirected to the selected section.

Finally, a new process can be linked at the end of the process step.

Link a project

Make sure that one or more projects are specified for each process. Do this by clicking on 'Edit availability in projects' in the overview of process management on the right. An option can then be selected from the drop-down list.

Process insight for accompanying roles

Supervisory roles will see the menu item 'Process progress' in the overview. These roles can see which processes and process steps have been completed. A number of filters are available here to show a specific selection, for example the specific process, which steps have been completed and which student group is involved.

Each completed step can be clicked. If a document is used that needs to be uploaded, it will be available to view here.

Internal module name: Process

Disclaimer: This text was automatically translated from the Dutch version.