WebPlatform Documentation

WMS

Home - What is WMS?

WMS, or Work Management System with an overview of all processes you're involved in, you can see the status of each and the context of your tasks. All tasks are in a single place with guidance (help)...

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WMS

Processes

In Processes, you can see what processes you are involved in and also the status of a Process. You also can start processes individually or in bulk...

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Start Process

Process Catalogue...

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Process Preview

Preview Process...

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Process Overview

Process Overview is a combined view of all of the Active/Overdue & Inactive WorkItems for a Process...

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Animated Process Flows

Users can see the progress of WorkItems in a process with real time animation when WorkItems are completed. This means that we can clearly see what is happening at any point in time for a process...

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Bulk Import

We are able to kick off multiple instances of a process in bulk by sending a file (in a pre-agreed format) to a pre-set email address....

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Bulk Process Updater

This section covers how to use the Bulk Process Updater Application....

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How to add email communication as process notes in WMS

WMS has been enhanced to allow email communication to be added as process notes to a process...

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WMS

WorkItems

Tasks within processes. In this section you can see which ones you own and must complete....

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Request Access to a WorkItem

Users who want access to a WorkItem can request access by clicking on the Request Access button when they do not have access to a WorkItem...

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Navigate to another WorkItem from Process Diagram Tab

Navigate directly to other WorkItems in a process from within the WorkItem process diagram by clicking on a WorkItem from within the process diagram tab....

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Calendar Sync

Integrate your WMS WorkItems into your calendar application by using the Calendar Sync functionality...

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WMS

Allocate

Tasks can be allocated/assigned to other users in the organisation. Apply Heijunka - if one user has too many WorkItems distribute excess to users with fewer tasks. Or for leavers, re-distribute tasks...

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WMS

Designer

Designer is the application that allows us to apply lean thinking to our processes thus promoting standardisation, scalability, visibility & clarity. Leading to significant savings and waste reduction...

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Process Designer - How to use it

Designer is the application that allows us to apply lean thinking to our processes thus promoting standardisation, scalability, visibility & clarity. Leading to significant savings and waste reduction...

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WMS arrow_right Designer arrow_right Process Designer - How to use it

Process WorkItem Editor

Section where a designer user will spend most of their time creating or updating processes. Configuring forms, automated items/notifications, dealing with allocations and 'kaizening' processes overall...

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Understanding the Process Properties…

Processes have properties such as: name, description, image, type, countries. All of these are defined when one is created....

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Understanding WorkItem Properties

Each WorkItem shape has a set of properties some of which are common such as Process Id, WorkItem Id, Name, Image, Description, but also others which are specific to the shape e.g. Allocation Trigger...

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Field Types available

In designer we can use different field types based on the format we want the answer to be delivered in. Some examples are: Free Text, Rich Text, Number, Fixed List of Values, Values from Datasources...

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Appendix: Calculated Data Formats

Field type "Calculated Data" accepts formatting information using standard formatting (Standard Numeric Format Strings). Data displays in all forms according to the entered formatting information....

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Form Design

You can design process flows and make them “come alive” as web apps using WMS. The wonderful process flows you create won’t “feel” wonderful if not appropriately styled using beautification templates....

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Form Design Best Practice

There are best practice guidelines for form design such as layout, re-using HTML...

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Preview

Best tool to help designers check if their forms/help/checklist and flow of process is correctly designed before cutting live to do a full run through....

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Linking a Sub Process to your process

A Sub-process is a separate process that is embedded in another process. A Sub-process is generally from the same WebPlatform as the parent process....

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How to… make the process work!

There are a few steps you must follow in order to get your process to work. The inbuilt validation rules will pick up basic errors and flag these to the designer....

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Role Based Allocation in WMS

WorkItems can be allocated to a role, meaning multiple users (all of those who have that role) will be able to see the Workitem in their active WorkItems queue....

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WorkItem AutoComplete

There are WMS processes that have been setup to synchronise with systems outside of the WebPlatform. WorkItems can autocomplete when all required information has been provided by a 3rd party system....

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Embed Shared Docs into WorkItems

Shared documents such as Google Sheets/Docs can be embedded into WorkItem forms....

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Context Objects displayed as plain text on a WorkItem form

In Process Designer you are able to display Context Object values as plain text on forms...

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Process validation & Cut Live

Before any process can be tested end to end it needs to pass a series of validation rules that check if the design meets the minimum requirements to work....

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Editing a Process

The owner of the process design can edit it to make improvements 'kaizen' by creating a new version of the process....

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Export/Print JSON Template

We can download a template JSON for the process ​(then finish it off by mapping relevant fields and removing ones that will not be used)...

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Autoselection/Autopopulation for Dropdown Context Objects

In WMS you can set a field to auto populate with values when there is only one avaliable to select...

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Visio Import/Export in Process Designer

Designers are able to create process designs in Visio and import these into Process Designer. They are also able to export a process diagram and the transition details into a Visio file...

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Traffic Manager - SLA Process

There's a way for the system to treat some processes as more important than others....

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WMS Anywhere

Functionality that allows users without a WebPlatform / WMS Account to start processes....

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Help for wizard processes

Wizard processes are different to a standard process, but they also include help content. Find out how help content is configured and displayed within wizards....

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Overview Anywhere!

We allow users without a WebPlatform / WMS Account to see progress for processes. This is the classic answer to: Where are we in the process?...

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WorkItems Anywhere!

We allow users without a WebPlatform / WMS Account to see progress for processes at Workitem level. This is the classic answer to: Where are we in the process? & Who’s doing what?...

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Embedded WorkItem list (field select and order)

For WMS Anywhere we can control the fields displayed (order and number of) and the column widths so that what we show users is relevant and easily readable....

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YouTube Scorm Set Up

Digital elearning can be made accessible to users....

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Minions

This documentation will explain what minions are, how they are used and what's required to setup a minion for when designing a process.....

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Bulk Updater App

The bulk updater app is used to update fields in WMS processes with information from other sources. You must have an API and JSON code applicable to automated changes you want to make to the process...

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WMS

Help Me

If you need any help with WMS...

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WMS

Traffic Manager

Traffic Manager Functionality in WMS...

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Traffic Manager - Process and WorkItem Access Level

EIMS has a traffic manager role dedicated to monitoring process progress & distributing workload where necessary. In order to do this access levels need to be set at process and WorkItem level....

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Traffic Manager - Force Calendar Sync

EIMS has a traffic manager role dedicated to monitoring process progression. In order to do this a WorkItem can be forced to synchronise to the calendar of the responsible user for the WorkItem....

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Traffic Manager - Reschedule Other Users WorkItems

EIMS has a traffic manager role dedicated to monitoring process progression. In order to do this a WorkItems can be rescheduled by the Traffic Manager...

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