At it's core, Operonix is a case management system that can adapt to any process and easily automate steps. This article will show you the basics of setting up your first process and how you can create cases for that process.
You will need a valid account and subscription at this point, if you haven't done so already you can sign up for a free trial here.
Go to app.operonix.com and log in to your account and you'll be taken to the home page:
Click the "Go to admin" button
Once you're on the admin page click the "Create your first process" button. You'll then need to give your process a name and specify some owner groups.
Owner groups define roles within a process and users are assigned to those roles for each case. For Example, in an employee onboarding process you might have steps that need to be completed by a manager, and other steps that can only be completed by someone in HR.
Enter the name, a description (optional) and define some owner groups. Then click "Save" to create the process.
You'll then be taken to the process management page.
Case items are one or more pieces of data that identify the "thing" that will be the subject of a case in this process. For example: an employee(s), a car, a list of inventory items, etc.
Here you can configure what information is collected for each item attached to a case:
You will need to enter the following information:
Once you've entered this information click "Save".
This is an optional set of fields to capture supplemental data that doesn't make sense to record inside an item.
Once you have added the fields you need, click "Save".
Now you've configured your items and supporting data, its time to build the process steps, to do this, scroll to the top of the page and click "Process builder"
This will take you to the process builder page:
Now you can add your steps by filling out the "Add new step" form on the left, once you've entered the required information click "Add step" and the new step will appear on the process map on the right:
You can then build out your process by adding your steps and decisions, as you add each new step, it will be added to the end of your process. You can then drag and reposition each step so the order makes sense.
One you've added your steps and decisions, you need to connect them. You can do this by clicking one of the "+" buttons on each step/decision and then clicking the "+" button on the step you want to connect it to:
When connecting decisions to steps, you also need to label the connection. This enables decisions to be recorded against the case when the decision/step is completed:
Once you've connected up your steps and decisions. Click "Save" to save your changes.
After getting your steps connected up, you can then further configure each step. To do this, make sure you're in select mode:
Now you can click on any step or decision to select it, and from there you can configure different aspects of each step/decision to supercharge your process:
Once you've set up all of your steps, click "Save" and your process is ready to publish!
Go back to the process management page:
Click publish:
Your process is now published! You're ready to create your first case. Start by going back to the home page:
Once your back at the home page, to manually create a new case. Select the process from the drop down and click "Create case"
This has now created a draft case:
From here you can add your items, complete the required supporting data and add the case users.
Click "Publish" to publish the case.
You've successfully created your first process and your first case!
This article has covered the basics of creating a process and a case. There is much more to Operonix to enable you to transform your operations. Please get in touch if you need assistance with any aspect of Operonix
