Defining process basics

Use the Basic tab on AP:Process Definition to define basic information such as the process name and type, the associated form, and approval success criteria.

To learn more about creating and modifying processes in Remedy Approval Server, see Defining-an-approval-process.

To create a process

1. Open the AP:Administration form.
    See Working with the AP-Administration form.
2. On the Process tab, click Create to open the AP:Process Definition form in New mode.
3. On the Basic tab, specify appropriate values in the various fields.
    See AP-Process Definition form.
4. Click Save.

The following figure depicts the basic process definition for the sample Management Cost Authorization process.

Process Definition form — Basic tab

(Click the image to expand it.)