RapidStartPROJECT – Process Flows
RapidStartPROJECT includes the following Process Flows:
- Project Flow
- Project Task Flow
Process Flows are completely optional. They are not required to utilize RapidStartPROJECT. However, Process Flows are a great way to create checklists of things that should be done on a particular record, at a certain point in time, in order to advance the record forward. It is also a great way to instill your own “Best Practices” procedures within your Company, or replicate a successful Process. While Process Flows may have different Stages and Steps from one another, they all work the same way. Here we will look at a simple Process Flow for Project as an example.
Project Process Flow
A Process Flow, for applicable records, sits near the top of the record as shown in the red box below.
- Each Process Flow has an indicator of how many total days the record has been Active.
- Process Flows are made up up Stages and Steps, the Target Symbol indicates which stage the record is in.
- Most Process Flows have multiple, logical Stages
Process Stages contain Steps, including information requested to be addressed before advancing to the next Stage.
- The Target Symbol indicates the currently active Stage, in the case above it is in the “Project Setup” Stage.
- The Timer indicates that this record has been in the this Stage for 77 days.
- Within the Stage are Steps to address at that Stage.
- Once the Steps have been addressed, the user can move the Process Flow to the Next Stage, and so on until completed.