Authoring processes

This section is for authors of processes. The work always takes place in a processes library in a teamsite. Who is allowed to author and approve (if approval is needed) is set up in Omnia admin under Process management.

When a teamsite has been set up for process authoring, the following will be available for authors:

• A processes library that only users that has the right permissions can work with.

• A publish workflow.

• A tasks list.

• Process history for the published editions.

• Options for relating to documents; controlled documents or standard documents.

• Options for creating a new draft from a published process.

• Options for unpublishing a process.

In a teamsite set up for process authoring, a library, usually called just “Processes”, is available here:

In the Procsses library, authors can find three tabs:

“Drafts” is used when creating and editing drafts for new processes or when updating an existing process for a new edition.

“Tasks” is a list of author tasks for the processes – tasks you have assigned to colleagues or tasks assigned to you.

When a process is published (approved for publication) it is removed from “Drafts” and is available on the “Published” tab. Here the options for creating a new draft, unpublishing and process history are available, see: Working with Published processes.

Most headings can be used to sort a list.

Select section for more information:

• Working with draft processes
  • Creating a draft process
  • Using the work space for processes
  • The Drawing tab - authoring processes
  • The Content tab - authoring processes
  • The Documents tab - authoring processes
  • The Pages tab - authoring processes
  • The Links tab - authoring processes
  • The Tasks tab - authoring processes
  • Edit properties when editing a process
  • Create new draft from a published process
  • Save, check in or discard when authoring a process
  • Preview a process when authoring
  • Edit a process
  • Delete a draft process
  • Create a new process from a process step
• Working with published processes
• Working with tasks when authoring processes
• Publish - the approval workflow for processes