Create processes
Overview: What is a process – and when should I create one myself?
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 you create a new process?
Create a dedicated process when:
- you want to automate a recurring workflow,
- multiple people need to be assigned tasks,
- decisions must be made based on inputs or data,
- you need more transparency, traceability, and standardization.
Typical examples
| Use case | Description |
|---|---|
| Invoicing | From receiving an order to sending the invoice. |
| Vacation request | Submit a form, approval by supervisors, store the result. |
| Procurement process | Request items, approval, handover to purchasing. |
| Request for quotation | Customer request, internal review, generate a quote. |
| Employee onboarding | Task lists, IT access, gather contract documents. |
| Quality inspection | Inspection reports, deviation decisions, documentation. |
Who creates processes?
People with specific permissions (e.g., “process designers”) usually create and maintain processes.
Regular users start processes (e.g., via a form) or work on tasks assigned to them. Pantarey ensures that only relevant tasks and starting points are visible – controlled by the integrated permissions & roles system.
The next section explains how to set up and model a new process technically – including form integration and initial tasks.