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AX1105

Process management

Using the Process Management feature, you can define a set of process steps—including assigning ownership and due dates—and then track the completion of these steps. For example, you could manage and track an annual rollover process, monthly data updates, a planning process, or any specialized process such as cash flow forecasting for financial institutions.

Process management provides the following benefits:

• A documented workflow to complete a particular process in Axiom Software. All necessary steps can be detailed in the process, including steps that happen outside of Axiom Software (for example, preparing a source file for use in an import). Steps can be dependent on prior steps, or they can be performed in parallel as appropriate.
• Clear ownership of each process step, including due dates. Users who are assigned a step will be notified of this responsibility, and can view and complete the step within their Process task pane.
• Easy access to features necessary to complete process steps. Each step can be associated with certain features in Axiom Software, so that the user responsible for the step can often launch the necessary feature directly from the Process task pane and perform the assigned task.
• A permanent audit trail for the process, including who completed a step and when. The process status details can be viewed while the process is active, and also after the process is complete, so that there is always a record of the process.

This section discusses how to create and activate a general process definition, how to monitor the progress of an active process, and explains how end users interact with assigned steps using the Process task pane.

Process management and planning processes

When using the Process Management feature to manage a planning process, you use a special type of process known as a plan file process. These processes are defined at the file group level using a plan file process definition.

Plan file processes are dedicated to editing and reviewing plan files. Each plan file in the file group progresses independently through the process steps. Although the basic process features and setup are the same, plan file processes support additional features that only apply to plan file processes. For more information on using plan file processes, see Plan file processes.