Creating a job

A job can be created from a valid process as often as required.

In the Favorites, Relevant Processes or Recently Viewed overview, the Create Job icon shows you that a process is valid and therefore generally suitable for a job.

When you click the icon, a check is first carried out to see whether a job can be created. If this is not possible, for example because unsupported elements are included, the No job can be created for the underlying process dialog opens. On the left it shows the diagram, and on the right what stands in the way of the job: for each reason the affected processes, including the called ones, and a note on how to remedy the reason. On the process page, you can tell in advance from the warning triangle on the Create Job button that no job can be created.

Note: The following are not supported:

Inclusive gateways.
Event-based gateways.
Complex gateways.
Embedded subprocesses, including transactions and ad-hoc subprocesses.
More than one start event.
All boundary events.

Start, intermediate and end events are supported, also with an event category, for example message or timer. An intermediate event appears in the job as a work step.

If a job can be created from the process, clicking the icon opens the Create Job for Process page. If you call up this page for a process from which no job can be created, instead of the input fields it displays a note and the Show Details button; this opens the No job can be created for the underlying process dialog.

On the Create Job for Process page, you can specify the job in more detail with a title, a deadline and further information.

The job title is preset with the process name. A unique and understandable job title makes it easier to select and evaluate jobs.

A deadline should be set especially for time-critical jobs. However, the deadline generally determines the order of the jobs in the Tasks and Jobs overviews. Jobs whose deadline is closest are displayed at the top.

All information can be edited later as Job Details.

Prerequisites

A job can be created from a process if it is valid, contains no relevant modeling errors and contains only supported elements. This also applies to every process that it calls via a call activity: this process too needs a published, currently valid version and may contain only supported elements.

If the process is not valid, no Create Job button and no corresponding icon are displayed.

Context

A job converts a specific, valid process into a series of activities that have to be carried out step by step by the employees assigned to them. A job is the repeatable “routing slip” of a valid process.

Attachments of a process or a process step are assigned to the job and are available to the processors.

You can create a job on the process page with Create Job and on the Favorites, Relevant Processes and Recently Viewed overview pages with the Create Job icon.

Note: Note that many jobs can be created for one process. The name of the job should therefore be unique. Specify a deadline also for jobs that are not time-critical. Bpanda sorts the jobs in the Tasks and Jobs overviews by deadline.

How to proceed

Go to the process page of a valid process or to the Favorites, Relevant Processes or Recently Viewed overviews.
To create a job for a valid process, click Create Job for this process.

If the process has no relevant modeling errors and no unsupported elements, the Create Job for Process page opens.

Otherwise, the No job can be created for the underlying process dialog opens. To see the affected elements of a process, expand a message below the process, for example There are elements that are not yet supported, and click an element; the diagram displays it highlighted. To display a process in the diagram, click Navigate to process next to its name; to open it in a new tab and correct it there, click Go to process to fix the problem. If a called process does not exist in the process space, Show call activity that calls this process displays the call activity in the diagram of the calling process; if there is a draft of it, you open it with Open draft to publish it.
Enter the name of the job in the Job Title input field. The field is preset with the process name.
Click in the Job Deadline field and select the completion date for the job in the date dialog that is displayed.

The job is sorted accordingly in the overviews.
Enter further information about the job in the Job Data input field.
Click Create Job.

The job is created and the job page is displayed.

The job is initially assigned to you as the Owner of the job.

If the job begins with a start event that is not in your area of responsibility (lane), you should assign the job to a responsible employee.