Manage processes on a workspace
Create a process
- Click the "New process" button in the top left.
- Name the process. The name must be unique*
- The new process is created in the workspace and is ready to be edited
Default access rights of a process
- Anyone can see
- Only you can edit
Report on process properties
On the workspace, switch the table view.
All the data of the processes are displayed in a table, allowing quick analysis and export to excel for further analysis
Pin a process to top of the page
A pinned process appears at the top of the workspace. We recommended pinning "portal" processes that may be entry points to other processes, or processes you would like users to see in priority.
It is possible to keep some processes on top of the page by pining them. Open the process menu on the card to pin / unpin a process.
Permission: only workspace admin can pin / unpin a process
Archive & Delete a process
A process must be archived before being deleted.
- Archive a process from the process-menu.
- See archived process by switching the view in the view menu
An archived process can be deleted.
Add keyword to process
The search field will search in the following fields
- process name
- process purpose description
*technically only the URL (the "slug") must be unique.
Manage users of a workspace
Permission: workspace admin can manage users Why Manage Users By adding users to your workspace you can control who can see what content. What's more you can start to understand how often processes are edited and viewed which helps with understanding ...
Manage Process properties
What is it Each process in Skore has a defined set of properties. Any Administrator or an Editor with Access Rights to a process can edit the processes. It is important to keep these properties up-to-date to help with the ongoing management and ...
What is it? Integrating processes in Skore helps in 2 ways Ensure process flows from end to end Make navigation easy to end users Example of landing page. Each link points to another process in the workspace. How to... Link within a process a map ...
Manage access rights of a process
Why access rights Not everyone may be allowed to see or edit a process. Access right allow to manage who can do what on a process. Viewers can view To select who can view a process. Editors can edit To select who can make changes (i.e. edit) to a ...
Get started with processes
This article is mostly for "viewing" processes. See also : get started with mapping processes User interface Read a process This reads: when a campaign budget is approved, as a CMO, I create communication materials, so that the materials are ...