15.1.2. Creating a New Process

Engineering Knowledge Manager

User's Guide | Chapter 15: Starting and Managing Processes | 15.1. Starting a Process |

15.1.1. Requesting Approval to Make a Process Template Executable |  | 15.1.3. Processes with a Single Node/Single User Custom Dialog
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### 15.1.2. Creating a New Process

Once a signoff request has been approved, the process is considered "executable", and the icon no longer appears next to the process template name. You can now start a process.

To create a new process:

1. From the main drop box, select Processes, then click in the Processes section. In the applications window, click on the process template that you want to use.

   You can also navigate to a process template in the repository and simply click on it to start a process from it.

   Note: You must have both `Access` and `Download` permission on a process template to be able to start a process from it.

   For all single-node/single user processes that are not custom dialog nodes, the New Process dialog box opens where you define the process and provide any custom inputs (if applicable).

   Figure 15.6: New Process Dialog

   Note: The New Process menu and dialog will not be available for a process that has a single custom node.

2. In the Name edit box, enter a new name for the process or keep the default name that is defined in the template. The default name includes a date and time stamp, as shown in the sample above.

3. In the Description edit box, enter an optional description for the process or keep the default one that is defined in the template.

4. Specify required variables, if any.

5. Click OK.

When the dialog is submitted, a process is added to the Process Monitor page, and the process view is displayed in the main window. You can monitor and control the process from this view. For more information see Managing Processes.

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