Lumary AH - This article explains how to create a process template that will then be available on a client or worker record for a user to complete.
A process in Lumary enables you to monitor the progress of either a client or a worker as they work towards completing a set of tasks or a process. Examples of processes include Employee Onboarding, Client Onboarding, and Carrying out a Home Risk Assessment.
In Lumary AH, when you add processes, the system uses process templates to present options tailored to your organisation's processes. Each organisation has its own unique set of processes and procedures. To provide you with the flexibility to accommodate your specific processes, we've empowered you to create your own process templates.
Required permissions
Permission set: Lumary AH - Set Up
To create a process template:
- Click on the App Launcher nine dot grid icon.
- Search for process templates and click on the Process Templates option.
- Click on the New button.
- This will launch a New Process Template form. The following table explains each of the fields on this form. Mandatory fields are marked with an asterisk.
| Field | Purpose |
| * Status | Use this field to indicate whether a process template is active and available for use, or inactive. Users can only select templates that are set to Active. |
| * Process Name | The name of the process. |
| * Process Available On | Captures if the process will be available on client or worker records. |
| Process Display Text | Capture a description of the process. This is shown to the user on the process to give them additional information, context and guidance when completing the process. |
| Include Stats in Intake Dashboard | When checked, this field captures statistics on the Intake Dashboard. This dashboard can be found by going to the App Launcher and searching for dashboards. |
- Click on the Save button.
Once you've created a process template, you can add a task group or subtask.