Create Processes
Overview: What is a process – and when is one created?
Pantarey uses processes to map recurring business workflows in a structured and automated way. A process describes how tasks, decisions, and data flows are organized – from start to result.
What is a process?
A process consists of individual steps modeled in a logical sequence. In Pantarey these steps are visualized using BPMN (Business Process Model and Notation). More about the BPMN specification
Typical components include:
- User tasks: e.g., fill in a form or review a request.
- Automated tasks: e.g., send emails or store data.
- Decisions: e.g., Approved/Rejected or amount > €1,000.
Particularly important in Pantarey: Processes can access and manipulate data directly. This creates an end-to-end system – from input to storage and analytics.
When should a new process be created?
A dedicated process makes sense when:
- a recurring workflow should be automated,
- multiple people need to be assigned tasks,
- decisions need to be made based on inputs or data,
- more transparency, traceability and standardization should be achieved.
Typical Use Cases
| Use Case | Description |
|---|---|
| Invoicing | From order receipt to invoice dispatch. |
| Vacation Request | Fill out form, approval by supervisor, storage. |
| Ordering Process | Request items, approval, forwarding to purchasing. |
| Quote Request | Customer inquiry, internal review, generate quote. |
| Employee Onboarding | Task lists, IT access, collect contract documents. |
| Quality Control | Test protocols, deviation decisions, documentation. |
Who creates processes?
Creating and maintaining processes is typically handled by specially authorized persons (e.g., "process designers").
Normal users start processes (e.g., via a form) or work on tasks assigned to them in daily operations. Pantarey ensures that only relevant tasks and starting points are visible – controlled by the integrated permission system.
The next section explains how a new process is technically created and modeled – including form integration and first tasks.