Define Steps

Defining a step assumes that all required triggers are created, and screens are available for the step definition. Define one or more step as required.

To define a step:

1. Browse to Administration and select Steps.

2. In the Organization Name list, select the organization to set as the owner organization.

   For visibility to all organizations, select the highest level organization. This requires DPA administrative privileges.

   You can use the keystroke ALT+O to access the organization tree.

3. Click Add Step.

4. Enter Step Properties including Step Name, Step Code, and Comment. Click Next.

5. In the Add Screens tab, select the screen(s), or use the Searching for Steps and Process. Click Next.

6. In the Add Start Event tab, review the trigger types and click Add to Step. Click Next.

7. In the Add Events tab, review the trigger types and click Add to Step. Change the order of events by dragging or using the arrows. Add Add step blocks (if required) and click Next.

8. In the I360 Integration tab, select Scorecard Source Measures if you require the steps data to be sent to the Integration server. Subsequently select the Event Type as required. Click Save when complete.The process version appears.

9. You can modify the Enabled/Disabled Status, Edit,and Delete steps.

   The step is now created. Client machines are updated with the new step information within minutes. The step detection then begins on each client machine.

10. To add this process to the library, click the Export Library button. To add objects from the library, select Import Library.