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BPM Editor

Soffid
3
Addon
BPM
Addon
Workflow

User management

BPM Editor Process types

Description The user management process type is used to define business processes to create and update identities and their attributes. You can use the default template included on Soffid BPM Editor and customize it with your business needs. Also, you can im...

Soffid
3
Addon
BPM
Addon
Workflow

Fork

BPM Editor User management steps

Definition This step is used to divide the workflow into two or more paths that will run in parallel, allowing multiple activities to run simultaneously. /====> path 1 =====\ Fork ====                                                  ==> Join \====> path...

Soffid
3
Addon
BPM
Addon
Workflow

Mail

BPM Editor User management steps

Definition This step allows you to configure the necessary parameters to send an email when the flow reaches this point. That mail will be an informative mail, and the receptor could not perform any action from the mail. To send mail, you will need to config...

Soffid
3
Addon
BPM
Addon
Workflow

Custom

BPM Editor User management steps

Definition This step is used to define a custom script that will be executed  Steps Tabs Task details All the process types have the same Task details for the Custom step: Script: allows you to define a Script this step allows you to add a script to be ...

Soffid
3
Addon
BPM
Addon
Workflow

Apply changes

BPM Editor User management steps

Definition This step is used to apply the identity changes to the Soffid repository. Steps Tabs Task details Apply users changes: check it (select the Yes option) to make changes to users on the Soffid repository. Apply entitlements: check it (sel...

Soffid
3
Addon
BPM
Addon
Workflow

Detect duplicated user

BPM Editor User management steps

Definition That step is used to define the proper rules to determine the potential conflicts between the identity for who is the request, and the Soffid existing identities. Whit that definition, Soffid will find the potential conflicts, and the end-user coul...

Soffid
3
Addon
BPM
Addon
Workflow

Screen

BPM Editor User management steps

Description This step is used to define the custom form that will be used by the users who have to approve or to reject the generated task. To configure that step will be necessary to determine the fields that will be show to the users, and the actions that t...

Soffid
3
Addon
BPM
Addon
Workflow

Start

BPM Editor User management steps

Definition That is the first step of the workflow. At that step, you could define the fields you want to show when the end users will go to make a request. Steps Tabs Task details This process type does not have task details for the start step. Fields In...

Soffid
3
Addon
BPM
Addon
Workflow

How to install BPM Editor in Soffid

BPM Editor

Installation Download Please download the Soffid BPM Editor add-on. You could download it at the following link http://www.soffid.com/download/enterprise/ if you have a Soffid user with authorization, or in the following http://download.soffid.com/download/...

Soffid
3
Addon
BPM
Addon
Workflow
Install

Delegation Roles

BPM Editor Process types

Description The delegation roles process type is used to allow the users to delegate temporary their own permissions.  That process is defined by default with 3 steps, but you can add new, delete and update steps to customize your business process.  Start...

Soffid
3
Addon
BPM
Addon
Workflow

Permission request

BPM Editor Process types

Description The permission request process type is used to define business processes to request permissions. That process is defined by default with 4 steps, but you can add new, delete and update steps to customize your business process.  Start Approve ...

Soffid
3
Addon
BPM
Addon
Workflow

Account reservation

BPM Editor Process types

Description The account reservation process type is used to configure the use of privileges accounts. That type of process will be launched when the end-users want to connect to a system using a privileged account through the password vault. Soffid allows yo...

Soffid
3
Addon
BPM
Addon
Workflow

Permissions management

BPM Editor Process types

Description The permissions management process type is used to define processes used to create, update and remove permissions and account to identities. You can use the default template included on Soffid BPM Editor and customize it with your business needs....

Soffid
3
Addon
BPM
Addon
Workflow

BPM Editor

BPM Editor Soffid BPM Editor

Description BPM is a technology that allows modeling, implementing, and executing processes automatically to enhance efficiency and productivity in support of enterprise goals. Soffid includes a BMP (Business Process Management) in its Smart Engine to provid...

Soffid
3
Addon
BPM
Addon
Workflow

Process types

BPM Editor

Templates definition of process types

Soffid
3
Addon
BPM
Addon
Workflow

Self service portal examples

BPM Editor Examples

Introduction Here we will try to explain some user cases about different types of process to know how that processes work. That processes will be a basic user cases, but you will be able to define process as much complex as your business needs. For more info...

Soffid
3
Addon
BPM
Addon
Workflow
Examples

Configure Workflow engine

BPM Editor Soffid BPM Editor

Description Soffid can use any document repository to store documents generated by workflows, reporting addon, or any other addon. The document repository can be either a local directory or a remote one accessed using FTP, SMB, HTTP protocols. Depending on t...

Soffid
3
Addon
BPM
Addon
Workflow

Business process definition

BPM Editor Soffid BPM Editor

Description Soffid includes a BMP (Business Process Management) in its Smart Engine to provide useful workflows integrated with the processes and the policies of the Soffid core.  In order to add extra functionality to the console, you can upload different b...

Soffid
3
Addon
BPM
Addon
Workflow

Methodology

BPM Editor

Introduction The main goal of using Business Process Management or BPM is to improve your organization's business processes. By using these workflows you will be able to save time, not only for system administrators but also for managers and coordinators. Sy...

Soffid
3
Addon
BPM
Addon
Workflow

Introduction to BPM Editor

BPM Editor

What is BPM? Business Process Management is a discipline for executing of management methodology to improve an organization’s business processes. That uses a combination of modeling, automation, execution, control, measurement and optimization of business act...

Soffid
3
Addon
BPM
Addon
Workflow

Delegation roles steps

BPM Editor

Define the Delegation roles steps

Soffid
3
Addon
BPM
Addon
Workflow

Permissons request steps

BPM Editor

Define the Permissons request steps

Soffid
3
Addon
BPM
Addon
Workflow

Examples

BPM Editor

Self service portal examples

Soffid
3
Addon
BPM
Addon
Workflow
Examples

Account reservation steps

BPM Editor

Define the account reservation steps

Soffid
3
Addon
BPM
Addon
Workflow

Permissions management steps

BPM Editor

Define the Process management steps

Soffid
3
Addon
BPM
Addon
Workflow

User management steps

BPM Editor

Define the user management steps

Soffid
3
Addon
BPM
Addon
Workflow

Soffid BPM Editor

BPM Editor

Soffid BPM Editor

Soffid
3
Addon
BPM
Addon
Workflow

Join

BPM Editor User management steps

Definition This step is used to combine two or more parallel paths into one path.  Steps Tabs Task details This process type does not have task details for the fork step. Incoming transitions The Incoming transitions tab displays the previous steps where...

Soffid
3
Addon
BPM
Addon
Workflow