Add Process Definitions

Modules > Case Management > Process Definitions > Add Process

Add a Process Definition when you want to begin the process of establishing a case to be handled in NetForum.

To add a process definition, use the following steps:

1. Go to Modules > Case Management > Process Definitions > Add Process. The Add - Case Workflow Process window opens.
2. Enter values in the fields according to the list below:
   • process code: Required. Enter any code that is meaningful to users in your organization.
   • process description: Enter a meaningful description for the new process.
3. Click the Save button to save your changes and go to the Case Workflow Process Profile. Click the Cancel button to go to the Case Workflow Process Profile with out saving your changes.