› Processes › Define a process

Define a process

Use this procedure to create a process definition.

  1. In the Documents Tree, right-click Processes and select New Process.
  2. Select the Fixed (with steps and transitions) check box, assign a name to the process, and click OK.

    The process screen is displayed as an empty grid.

  3. Right-click anywhere on the grid and select Add step or you can also generate several steps simultaneously.
  4. In the Define Process Step window, on the Definition tab, assign a name to the new step.
  5. Assign the step a sequence number in the swimlane and define the step function for the overall process. You can also add a custom icon for the step.
  6. Select the Mapping tab.
    1. Click the ellipsis icon next to the record field to open the Documents Tree listing all available records.
    2. Select the record to use and click OK.

      All fields in the selected record are populated in the left record column.

  7. Click the fields on the left and drag them to the Process Properties column to map them as process properties.

    On the left, fields of the record are displayed, while on the right, any custom process fields that you create are shown. If other fields exist in the record you want to use in the process, such as for a dimension, create a process property (it appears on the right) and map the record field to the process property.

    The direction of the link from the record field to the process property is significant. If the arrow goes to the right, it means that the value of the record field should be put into the process property.

    Insight tries to find an existing process instance with the given identifier. If such an instance is not found, the new process instance is created and the value of the record field is set to the instance properties.

  8. Click OK when you finish creating the process step.

    The created step is visible on the main grid.

  9. Repeat the preceding steps to add new steps to your process.

    • To connect steps and create a flow of steps, click a step. Four green dots appear around the edges of the step.

    • To create a connection, click any of the four dots and drag it onto other step dots.

Generate multiple steps for a process

Very often all steps in a process are based on the same record and use the same definition and field mapping. In this case, we recommend that you create all steps simultaneously to avoid adding them one-by-one as described above.

  1. Right-click anywhere on the grid and select Generate steps.
    The Define process step dialog box appears on the Mapping tab.
  2. Click the ellipsis icon next to the record field to open the Documents Tree listing all available records and select the record.
  3. To identify a step, besides the record you also need to define either a time field or a value for the Step field. From the Step field list, select the field to use as a process step identifier (such as ActivityName or StepID). You can select one or multiple values.
  4. Map the data in the same way as described for creating a single step.
  5. Click OK.
    All steps with the same settings (except for the field value or time field) are generated automatically. If the steps are generated for multiple time fields, the default step names will be these time fields, and if the steps are generated for different step values, the default step names will be these values.
    You cannot generate several steps simultaneously for different time fields and different field values. In this case, you are prompted with a warning message.
  6. If required, you can modify each step manually by right-clicking the step and selecting Edit: You can change the step name, swimlane index, style, reorder steps, and more.
  7. If the process is based on two or more records, repeat the preceding steps for each record.

Link two processes

You can link two processes to filter a process component built on one process by another process component built on a different process. Also, in a process filter definition based on one process, you can use a process filter definition based on the linked process.

You can link processes using any process property.

  1. On the Define Process Step screen, open the Mapping tab and select the property to join the processes. For example, PatientID.
  2. On the Property Panel, select Process key fields and click the ellipsis button.
  3. Click the plus icon and on the Property Panel click the ellipsis button.
  4. Select the process for joining and the process property by which you want to join processes.

    The processes are joined now.