How to create your Macroprocess?

Make sure you have registered at least 3 processes in order to create the Macroprocess

1. Enter the the “Process Catalog” from the “System Settings”, identified by a gear icon in the top right corner.
   
2. Click on the “Macroprocess” tab.
3. Choose the corresponding person(s) for each type of process (strategic, key, support).
4. You can edit the color of the shape and the color of the text for each type of process. Use the “preview” button to validate how your macroprocess will look.
5. Click on “Save” and will be configured. You can view it on the home screen by selecting the “macroprocess” view

• Related Articles

• How to create Work Environment surveys?

  Enter the “system settings”, identified with a gear in the upper right. Enter the “drop-down lists” tab and scroll to the “work environment” module. Click on "evaluations", here you can create, delete and edit work environment evaluations. To add a ...

• How to create user, supplier and customer files?

  To create a catalog of user, supplier or customer files, you need to have the relevant permission enables and your catalog of users, suppliers or customers loaded. Enter to "system configuration" by clicking on the gear ico located in the upper-right ...

• How to create/modify evaluations in the customer satisfaction module?

  Enter the “System Settings”, identified by a gear icon at the top right corner. Click on the “Drop-down lists” button and scroll to the “Customer Satisfaction” module. Click on “Evaluation”, where you´ll see a list of all evaluations currently set ...

• How to motify or create different evaluations in the staff evaluation module?

  Enter the “System Settings”, identified by a gear icon at the top right corner. Click on the “Drop-down lists” button and scroll to the “Staff Evaluations” module. Click on “Evaluation”, where you will see a list of all evaluations currently set up. ...

• How to add clients to the catalog?

  Enter the “System Settings” identified by a gear icon at the top right. Access the “Clients Catalog”, here, you’ll see a list of all the clients that are currently registered; you can deleted, edit or create new ones. To add a new client, click on ...