Collaboration Suite
EASY AJAX-BPM
Business Process
Management
http://www.paydox.com
PayDox applications
Adaptive
Case
Management
Business
Process
Management
All features can be used independently
File
Catalogue
Management
Records
Management
What’s a business process?
Projects, documents, tasks, payments
long-term contracts, collaboration activities
can be combined as one business process
having steps executing in some sequential,
parallel or rule defined order
What are the advantages of
PayDox AJAX-BPM?
The system provides easy and powerful tools
to help companies to structure and automate
their business process management
What are the advantages of
PayDox AJAX-BPM?
The AJAX technology is used to provide access
to business process descriptions
and business process instances
via web-browser in the single web-page.
No need to use any additional software
for users – just a web-browser
What are the advantages of
PayDox AJAX-BPM?
PayDox lets describe and view
business processes
in BPMN (Business Process Modeling Notation)
or in PayDox design
You can use your iPad
to access PayDox
PayDox AJAX-BPM
core functionality
How to log in to the system
After the installation process the system starts
in a web-browser at the url-address provided
during the installation process,
for example, http://127.0.0.1
The system starts also
by clicking the desktop icon
or entering the IP-address in the browser
Unauthorized users can log in to the system under the
PUBLIC login
To enter the system
as an Administrator please provide
login Admin and password Admin
The password can be changed
in the system Users directory
How to start using PayDox AJAX-BPM
Select the configuration
«Business processes»
to switch off all the rest
system features
How to start using PayDox AJAX-BPM
Each business process has
the root activity named
BP header activity.
Click the BP header
to open the entire BP
The system can performs
hierarchical business
processes, i.e. business
processes which include other
business processes
Business process view
Completed
business process
activity
Active business
process activity
Inactive
business process
activity
BPMN (Business Process Modeling Notation) view
Any number of dependent business
processes or conditional branches
can be included into the parent
business process
Manual choices can be selected
directly by the user on the BP webpage (this is the real thin client
based on the regular HTML& AJAX).
Choices also can be provided
programmatically by the VB Script or
JavaScript or using built-in rules
How to create BP description
PayDox AJAX-BPM visual editor lets you describe the business process details.
All business process descriptions are stored in the BP descriptions directory
Click the menu item
Directories Business processes
Click the menu item
Actions Create new BP
Opening the form
Create business process
activity.
Complete BP activity details
How to create BP description
BP description starts
with BP root header
activity creation
Select BP activity type as
HEADER
for BP root header
activity
Provide here the execution
period for this BP activity
(and entire BP execution
period in this case so this
BP activity is the BP root
header). This period is
provided as relative –
in hours, days, weeks,
months or years from the
date/time of this BP
activation date
Enter here some
instruction for users
Car loan application process
Select BP activity
category from the
Category directory
Loans
Provide activity
sequential order here
These users can access
to view this BP activity.
Select them from
the Users directory
"Lynda Smith" <Linda>;
7
These users can access to
change this BP activity fields
and statuses.
Select them from
the Users directory
Car loan application form has to be attached to start
the process
How to create BP description
Descriptions for all dependant BP activities can be created under their BP header
To create dependant activities
push the button
Create business process
activity
in opening BP header
description window
After creation a BP root
header activity you may
create dependant activities.
To create dependant BP
activity click the yellow icon
near the appropriate
BP header
Defining additional business process activity fields
To describe BP activity
add into description form
any data fields required to
perform this BP activity
These fields can be
completed manually by
users or automatically
by the scripts or rules
Mark checkbox
for required fields
and provide field name,
field type and field
predefined values (if any)
Any number of data
fields can be provided
for each BP activity.
These data fields can
be used to be
completed by users and
to perform BP real-time
reports
Programmable rules & performing scripts
Click this icon to add any
number of predefined
business rules to this BP
activity description
The Rule directory
lets users automate business
process management and
create business process
descriptions without
programming
BP rules is written on VB Script
or JavaScript.
Users can write new rules and
add them to the Rule directory
BP rule directory contains BP
rule names & executable
scripts
How to create BP instance
After finishing the BP creation process you can run it to execute,
i.e. to generate business process instances – running copies of business process
description. Any number of running BP instances is possible
To create BP instance click
this icon on the BP header
description
How to activate business process
To start BP instance activate this BP instance first – it may be inactive after creation.
Or add the appropriate rule to the BP description to activate its BP instances
automatically immediately upon creation
Click the pictogram
Activate BP
The icon
Status properties will be
changed from gray to
yellow after activation
Inactive BP steps are
marked by such gray icon
Viewing & modifying the business process activity
Click this icon to modify
BP activity data fields
Clicking the arrow you
can show and edit
the business process
activity information
Required data fields are marked.
All data field are provided
to view & modify as defined
in the BP activity description
Modifying the business process activity
It is possible to view & modify any standard BP activity details
as well as any user defined data fields
The data field
«Name» is
pre-defined for
any BP activity
The user field
«Name of Applicant»
is user-defined for this
BP activity
Click this icon to open BP
activity details in the form
opening in the new window
Automatically generated printed forms
Automatically generated printed forms can be used to create ready-to-use output
documents & reports in any suitable format. These forms can be attached to the BP
Upload template file
in any format
(MS Word/Excel etc.)
Click this icon to view & modify
the form description (in the
business process descriptions
directory) or the form data
details (in the business process
instances)
Add any number of rules from the
Rule directory or provide some
script to perform on-the-fly
output file before downloading it
to the user
It is possible to insert any data on-the-fly
from the BP instance before downloading
completed template file to the user.
Users get the ready-to-print document
in any format
Automatically generated printed forms
Click this icon to get
ready-to-print
document in
MS Word format
All required data will be
inserted on-the-fly into
the downloading file.
Users will get
ready-to-print
completed document
Automatically generated printed forms
Using these automatically
generated printed forms
you can create various reports
controlling BP execution
Number of BP Items
For example, BPs compliance
diagram showing
all current active BPs
separated by expired,
near expiration and normally
executing criterias
Others
33%
Near expiration
date
33%
Expired
34%
BP activity expiration controlling
!
!
The business
process is expired
Expired BP activities are
marked by this red icon
Active business process activities monitoring
Choose the menu item «For me»
or choose «For my department» to
view all required your action active BP
steps from all BPs
Click this arrow to open the entire BP
containing this BP activity
BP activity filtering & searching
This filter is useful to do some similar actions for
various business processes.
For example, to mark employees as returned
from various business trips or to approve a few
reports for a few business trips
Mark any BP activity to use this BP activity as a filter
to get the list of all the same BP activities
from all business processes
BP activity filtering & searching
Filters and searches can
be combined and can be
used simultaneously
For example, filter business
processes by the category,
date range and BP activity
Additional information
FREE fully functional version
Download. Run.
Works!
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