Questions from Process Users and Process Participants
A Process User is invited to a Process Space by a BPM Manager.
A Process User is invited to a Process Space by a BPM Manager. Every Bpanda user has the rights of a Process User.
A Process Participant is assigned to a specific process by the Process Owner.
I have been invited to a Process Space. What can I do?
Once a BPM Manager has invited you to a Process Space, you are a Process User and therefore have the basic permissions of all Bpanda users. All valid processes are made available to you in the Process Space.
In general, a Process User can
- navigate in all valid process versions
- search and fully view the valid process versions
- fully view the released versions that are not yet valid or no longer valid via the process page
- mark processes as favourites for quick access
- ask questions about processes
- share processes or diagrams via link
- be invited to process reviews and then take part in them
If the Process Owner assigns you to a process, you are a Process Participant who is directly affected by this process.
Users can be blocked from individual processes; these processes are then not visible to those users.
How do I find a process?
You can find a process in the Process Space using the search function or navigate to a process in the Process Map.
The search takes you directly to a search result. The Search in ‘Name of the Process Space’ input field is displayed in the header area on every page. As you type in the search terms, you receive a dynamic list of results.
The Process Map gives you an overview of the structure in which the processes are available in the Process Space. On the start page, click a process area in the Process Map and navigate through the Process Space levels to the process you want. You are now on the process page and can navigate to the information you need.
You can Add to ‘Favourites’ for a process and thus navigate directly to it at any time. Your Favourites can be accessed on every page via the main menu.
How do I know which processes I am involved in?
If the Process Owner assigns you to a process, you are a Process Participant who is directly affected by this process. These processes are displayed under Relevant Processes with I am a participant.
Process Participants are automatically supplied with the relevant information about their processes by notification.
A Process Participant can
- see the processes they have been assigned to under Relevant Processes
- receive automatic notifications about their processes
When you open a process, the breadcrumb navigation shows you how the process is classified in the process hierarchy, i.e. where your process area is located on the Process Map.
Users can be blocked from individual processes; these processes are then not visible to those users.
How can I ask questions about a process or answer questions?
You select the process you want to ask a question about. On the process page, you find the previous questions and answers about the process in the Q&A tab. If answers already exist, their number is displayed. To expand the answers, click the icon.
To ask a new question, click Add question and enter the Question and Further details in the dialogue.
To answer a question, click Answer now in the area of the question and add your answer.
Why does my colleague see more process versions than I do?
Different roles can be assigned to users in Bpanda. In general, all users see the valid version of every process and – if available – the version that has already been released but is not yet valid.
As a Review Participant or Designer, you also see other versions. Review Participants can, for example, see a process version that is not yet valid. Designers can edit drafts for such a new process version.