Introduction
Setting up a stage requires attention to its properties. These properties define how the stage works within the overall process. From basic details like its name to more specific configurations related to tasks, ownership, and transitions, every property plays a part. In this section, we'll go through each property and explain its importance.
1 - General
The General properties act as the cornerstone of any stage configuration. They provide foundational information about the stage and how it fits into the broader business process.
| Property | Required | Description |
|---|---|---|
| Stage Name | Yes | A unique identifier for the stage, ensuring clear referencing and tracking throughout the process. |
| Title | Yes | A descriptive name of the stage, improving accessibility and understanding for users. |
| Designated Owner | Yes | Specifies the user or team who owns the stage, ensuring accountability and oversight. |
| Due Date | No | The deadline for completing the stage, helping track progress and ensuring timely execution. |
| Terminating Stage | No | Marks the stage as a final one if no transition criteria are met, signaling the end of the process if applicable. |
2- On Entering
The On Entering phase defines the actions or conditions that are triggered when the stage is activated. This is where initial logic flows and business processes are set in motion.
| Property | Required | Description |
|---|---|---|
| Logic Flows | Yes | Pre-defined logic flows that are triggered upon stage activation, setting the conditions or actions. |
| Business Processes | No | Optional business processes that can be initiated when the stage is entered, automating further actions. |
3- Task Configuration
The Assignment phase configures the details of the tasks within the stage, including the assignment of tasks to individuals or teams, and the necessary task details.
| Property | Options | Description |
|---|---|---|
| Task Entity | - | The primary entity related to tasks within this stage. |
| Assign To | Custom Single, Custom Multi, User, Team, Every Team Member | Defines who will be responsible for the task: a specific user, a team, or every member of a team. |
| Title | English, Arabic | The task's descriptive name, provided in both English and Arabic for clear understanding. |
| Due Date | - | The SLA by which the task must be completed. |
| Completion Criteria | - | Defines the conditions (set using an expression builder) or logic blocks that must be met for the task to be considered complete. |
4- Completion Criteria
The Completion Criteria phase evaluates whether all tasks within the stage meet the necessary conditions for completion. This phase ensures that the stage only progresses once all predefined conditions are satisfied.
| Property | Required | Description |
|---|---|---|
| Completion Criteria | Yes | Defines the conditions (set using an expression builder) or logic blocks that must be met for the task to be considered complete. |
5- On Exiting
The On Exiting phase configures the actions that occur when the stage is completed and prepares for the transition to the next stage.
| Property | Required | Description |
|---|---|---|
| Logic Flows | Yes | Pre-defined logic flows that are triggered upon stage completion, managing final actions before exit. |
| Business Processes | No | Optional business processes that can be initiated upon stage completion to automate subsequent actions. |
Conclusion
In setting up the properties of a business process stage, attention to detail is critical for ensuring that each phase of the stage operates smoothly. From defining the general properties like name and owner to configuring logic flows and business processes on entering and exiting, every configuration plays a significant role in how the stage interacts with tasks and transitions. Proper task assignment, clear ownership, and well-defined completion criteria help ensure accountability and progress tracking. By effectively managing these properties, you ensure that each stage of the business process is aligned with organizational goals, driving the process forward with precision and efficiency.