How do I create processes and sub processes?

Processes allow rule for specific Forms to be ordered so they are easily sorted and searchable by the administrator.

To search by a process, click on ‘Filter’.

The Main Process and Sub-process can be selected and then click ‘Search’.

Processes can be created or amended by selecting the Process button.

Processes can either be amended by clicking on the Edit button.

If creating a new Process, click "Add"

Enter a Process Number

Enter a name

Select a Parent Process (if applicable) to create a sub process.