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    Processes library

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    Processes library is a catalog of all processes and questions presented in form of a hierarchical structure. 

    In the Processes library, you can

    • change the structure of blocks, subblocks, and processes running in your company;
    • move questions from one process to another;
    • change names of questions, processes, blocks, and subblocks, add hints to questions.

    Processes library menu

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    mceclip2.png Searches by blocks, subblocks, processes, and questions.
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    Opens all blocks.

    Only names of root blocks of processes will be shown by default. If you click on this button, all root blocks will open and you will be able to see their contents. 

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    Closes all blocks.

    This button is only active after you open at least one block of processes.

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    The list of root blocks of processes.

    Only names of the root blocks are displayed by default.

    If you select any block, it will be underlined in the list. 

     

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    The tips explaining the meaning of the icons.

    If you click on a process or a block of processes, the settings menu will appear.  

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    Deletes the selected process or block of processes. 

      mceclip12.png Moves a process or question to another block of processes/process. 
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    Displays the name of a process. You change the name of a process by entering a new name in the textbox. To save changes, click on the diskette button.

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    Adds a new process to the selected block of processes. 

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    Adds a new question to the selected process.

    After you select a process, you will be able to view and edit the settings of questions included in this process. 
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    You can change the text of a question and the text of a hint.

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    You can click on this button to determine who will be responsible for solving a problem if the question will be answered negatively.

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    You can click on the + button to add an image as a hint to the question.

    To delete a hint, press the X button. 

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    Deletes a question from the process or moves it to another process. 

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    Saves changes in the question.

     

    How to create a new process

    1) Open the Checklist constructor section of the website and enter the Processes library subsection.

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    2) To create a new root block of processes, click on the Add block button. You will then see a dialog box. 

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    Enter a name in the textbox and press the Create button.

    We have created a root block of processes. Now we are ready to create processes and questions related to them.

    3) Select a root block of processes and click on the Add process button. You will then see a dialog box.
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    Enter a name in the textbox and press the Create button.

    4) Add questions to a process. To do that, select one of the processes from the list. The selected process will be underlined in the list.
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    Then click on the New question button on the right side of the screen. 

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    You will then see a dialog box. Fill in the Question text textbox and click on the Save button.
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    Fill in the text boxes and click on the Save button.

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    Here you can enter the text of your question and add a hint to it. 

     

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    You can click on the + button to add an image as a hint to the question.

    To delete a hint, press the X button. 

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    Click on the Save button to save the question and close the creation menu or click on the Save and create a new button to save the current question and start creating a new one. 

     

    5) After you have created a question, you can configure it.

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    You can click on this button to determine who will be responsible for solving a problem if the question will be answered negatively.

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    Deletes the question from the process or moves it to another process. 

     

    Hierarchy of processes

     

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    • A block of processes is the top level of the hierarchy. It includes processes and questions on these processes. 
    • A process is the middle level of the hierarchy. It represents some operational function (e.g. Security measures, communication with customers) or some zone of a store (e.g. Warehouse, Check-out Desk).
    • A question is the lowest level of the hierarchy. Questions of the same group are included in one process. 

     

     

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