Configuring business processes using the out-of-the-box templates

FootPrints includes several Business Process templates to quickly and automatically implement out of the box best practice ITSM, helpdesk or human resources applications. You must choose to either implement processes by using one of the three FootPrints best practice templates, create your own processes from scratch, or implement a template and then modify it to suit your requirements.

The templates automatically create one or more of the following components:

• Containers (like Workspaces, CMDB, Knowledge Base, Service Portfolio, or Address Books)
• Fields
• Forms
• Workflows
• Rules
• Quick templates
• Reporting lifecycle
• User roles

FootPrints makes it easy to choose the right templates by providing the ability to view the configurations that are included in a template. When you implement a template, you are create a copy of the template’s contents. If a template contains configurations that would accelerate similar but different processes, use the same template as many times as you wish and modify each new process as required.

When you cannot copy a business process you have modified or save it as a template, you can copy the containers within a process and modify them. The following instructions explain how to create, view and delete a business process by using one of the provided templates.

This page provides information on the following topics:

Prerequisites

To create or modify a business process, you must have system administrator rights.

To create a business process using a template

1. Navigate to Administration > Main tab.
2. In the Business Processes section, click Create.
   The Create a new Business Process dialog box appears.
3. In the To get started, select a process column, select a template.
4. In the then review your process contents column, review the containers that will be created if selected template is created.
5. Click Continue.
   The Change Your Address Book pane appears with additional details.
6. Select the address book that you want to use with this template:
   • Create the following Address Book included in the template.
   • Use this existing Address Book. Do not create a new one. Select the address book that you want to use.
7. Click Continue.
   The next pane appears with additional details.
8. (Optional) Provide additional information. The Original Name field shows the Process Name and is read-only.
   1. In the Description field, type a useful description of this business process.
   2. In the New Name table, modify the names for the listed containers.
9. Click Create.
   The Create a new Business Process dialog box appears, showing progress as the system creates the individual containers. When the process is completed, a confirmation message appears, followed by the Manage Business Processes page. You can view the created containers on the appropriate administration page as well. For example, address books created by the process will be displayed on the Address Book Administration page where you can edit them.

To edit a business process

1. Navigate to Administration > Main tab.
2. In the Business Processes section, click the business process that you want to modify or click Manage and double-click the process.
3. Modify the name and description as needed, using the instructions in To create a business process using a template.
4. Click Save.

To delete a business process

1. Navigate to Administration > Main tab.
2. In the Business Processes section, click Manage.
   The Manage Business Processes page appears.
3. Select the process that you want to delete and click Actions > Delete.
   A confirmation message appears.
4. Click Yes.

To view the configuration report for a business process

1. Click the Administration tab.
2. In the Business Processes section, click Manage.
   The Manage Business Processes page appears.
3. Select the process for which you want to view the configuration and click Actions > View Configuration Report.
   A read-only report appears with extensive details about the business process. Sections are included for items, fields, forms, rules, and so on, with the settings listed for each.
4. (Optional) To jump to a specific section, click a link.
5. (Optional) To print the entire report, click Print.
   An HTML page appears that you can save or print.
6. Close the report window when you have finished your review.

To view process members of a business process

1. Click the Administration tab.
2. In the Business Processes section, click Manage.
   The Manage Business Processes page appears.
3. Select the process that you want to view and click Actions > View Process Members.
   The containers that are associated with the selected process appear.
4. Exit the container list when you have finished your review.

Related topics

Configuring address books

Configuring workspaces

Configuring CMDBs

Configuring knowledge bases

Configuring service portfolios