Speaking of the templates widget...

This widget aims to provide users with available process templates or allow the creation of blank processes. The main objective is to implement a new experience that accelerates the construction of processes on the Fluig platform, using ready-made models or quick access to create a process from scratch, aiming to improve operational efficiency and user experience.



Add Widget

01. Access the Edit Page option, located in the top menu.

02. In the widget sidebar, access the All menu and then BPM.

03. Locate the Templates widget.

04. Drag and drop the widget to the desired layout.

05. Click Publish so you can view the widget.


Enable on Mobile App

01. After including the widget, define whether to present it on mobile devices.

02. Click Enable on mobile App .

When activated, it enables/disables the display of the widget in the mobile app. This icon is located in the upper right corner of the widget, next to Edit Permission. 

03. Click Save.


Edit Widget Permission

01. After adding the widget, click Edit Permission, located in the upper right corner of the widget, next to Enable on the mobile app.

When you activate this option, the system displays the Widget Permissions screen, where you can define access criteria. Find more information in Widget Permissions. 

 02. Click Save.


Remove Widget

01. Access the widget and click the Remove Widget option.

02. Click Remove.


Process Templates

Create Process

01. Click Create Process to create a blank process.

02. On the screen, enter the requested information.

Process Code
Provide a code for the process.

Description
Enter a description that identifies what the process is about.

03. Click Create and you will be automatically directed to the process designer.


Ticket Opening

The ticket opening process is essential to ensure that all support or service requests are registered, analyzed, and resolved efficiently.

 
01. Click on the Ticket Opening template.

02. Define an icon and enter a code for the new process.

03. Click the Use Template button to go directly to the process designer.

This process enables:

  • Activities with approvers;
  • Alerts for new transactions;
  • Return flow;
  • Exclusive conditional;
  • Form segmented by activities;
  • Edit and add new activities;

It is ready for use and is free.

Activities of this template:

  • Open ticket;
  • Analyze request;
  • Complement request data;
  • Second-level verification;
  • Validate service. 


Purchase Request

The purchase request process is essential to ensuring that you carry out all acquisitions of products and services in an organized, efficient manner and in accordance with the company's financial guidelines.

01. Click on the Purchase Request template.

02. Define an icon and enter a code for the new process.

03. Click the Use Template button to be automatically directed to the process designer.

This process enables:

  • Activities with approvers;
  • Alerts for new movements;
  • Return flow;
  • Exclusive conditional;
  • Form segmented by activities;
  • Allows changing and adding new activities;

It is ready for use and is free.

Activities of this template:

  • Request purchase;
  • Validate cost center;
  • Analyze purchase request;
  • Make purchase;
  • Receive and validate product.


Vacation Request

The vacation request process aims to ensure that the company grants rest periods to employees in an organized manner, complying with legal deadlines and ensuring transparency in management.

 
01. Click on the Vacation Request template.

02. Define an icon and enter a code for the new process.

03. Click the Use Template button to automatically go to the process designer.

This process enables:

  • Activities with approvers;
  • Alerts for new movements;
  • Return flow;
  • Form segmented by activities;
  • Allows editing and adding new activities;

It is ready for use and is free.

Activities of this template:

  • Request vacation;
  • Analyze vacation request;
  • Complement data;
  • Schedule vacation payment;
  • Generate documentation within legal deadlines;
  • Forward documentation;
  • Sign documentation;
  • Release payment.


Payment Request

The payment request process aims to ensure organization and transparency in financial transactions. Below are detailed activities of the payment request and approval process, aimed at facilitating control, increasing efficiency, and ensuring compliance with internal policies.

 

01. Click on the Payment Request template.

02. Define an icon and enter a code for the new process.

03. Click the Use Template button to automatically go to the process designer.

This process enables:

  • Activities with approvers;
  • Alerts for new movements;
  • Return flow;
  • Form segmented by activities;
  • Allows editing and adding new activities;

It is ready for use and is free.

Activities of this template:

  • Request payment;
  • Analyze payment request;
  • Request more data from the requester;
  • Approve payment;
  • Reject payment;
  • Make payment.