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The most common business processes for handling the documents and automating the company’s business processes are included in the junior editions as read-only constructions. You can configure them to handle the required documents, but cannot change the logic. The Bitrix Intranet Portal: Enterprise Edition includes the visual editor (Business Process Designer) in which you can edit standard and create your own business processes.
Typical Business Processes For Documents
- Two-stage Approval (Sequential Process)
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Recommended when a document requires preliminary expert evaluation before being approved. During the first process stage, a document is attested by an expert. If an expert rejects the document, the latter is returned to an originator for revision. Otherwise, in case the document is approved, it is conveyed for the final vote to be passed by a selected group of employees on the simple majority basis. If the final vote fails, the document is returned for revision, and the approval procedure starts from the beginning. |
- Expert Opinion (Sequential Process)
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Recommended for situations when a person who is to approve or reject a document needs expert comments on it. This process creates a group of experts each of which expresses their opinion on the document. Then, the opinions are passed over to the person who makes the final decision.. |
- Read Document (Sequential Process)
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Recommended when employees are to familiarize with a document. On input, the process takes a group of users who are to be notified. The recipients have an option to leave comments on the document. |
- Simple Approval / Vote (Sequential Process)
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Recommended when a decision is to be made by a simple majority of votes. You can assign the persons whose votes are to be obtained, and give them an option to comment their decision. When voting completes, the persons involved are informed of the result. |
- Approve Document With Statuses (Process)
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This one is used when mutual agreement is required to approve a document. |
- Publishing on controlled sites (only available in Enterprise Edition)
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Submits a selected information block element for approval and publishes it to one or more client sites. The preview version of the element is published at the controller site for review before it becomes published at a client site. |
- First Approval (Sequential Process)
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Recommended when a single opinion is sufficient. When starting, the business process takes a list of persons who are allowed to make a decision. The process completes when a first vote occurs. |
The most common business processes are included in junior editions (Bitrix Intranet Portal: Office and Bitrix Intranet Portal: Extranet) as read-only constructions. You can configure them to handle the required documents, but cannot change the logic:
Note: you cannot delete the template of a running business process..
The templates for typical business processes are created automatically when installing Bitrix Intranet Portal. If, however, the typical constructions have not been created, the business process templates page will show the notification message:
Click Create Standard Business Processes. The page will reload showing the created templates.
Typical Organizational Business Processes
The system contains the two business process templates commonly used in organizational environment.:
- View or add business trip (Sequential Process)
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This template is used to streamline preparation of documentation for an employee’s business trip. First, the process requests a business trip to be confirmed by the employee’s manager; once confirmed, it starts to issue the required documentation; and finally, demands a detailed report from the employee. |
- View or add leave request (Sequential Process)
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This template is used when an employee expresses a desire to take a leave, which will be granted only if the entire confirmation procedure is successful. |
The Types Of Business Processes |
Course description
| Configuring The Information Blocks To Support Business Processes
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