Within one company, policies of different processes are usually rather similar. In ELMA, you do not have to enter the same information every time you configure a business process, the common process policy settings are included in the global system settings. The policy settings of each process inherit these common settings. This way you only have to manage the settings that are specific to the current process.
Global settings of process policies are managed in ELMA Designer: go to Menu – Settings – Process Policy (Fig. 1).
Fig. 1. Global Settings of Business Process Policies.
On the Specification Templates tab you can specify the files that you want to use as templates.
A Template is an .rtf or .docx file that features the general structure and the static text of the process policies. The dynamic part of the template is formed according to general rules. The template text uses such elements as {$VARIABLE_NAME}, which are automatically replaced with the values of the process context variables.
ELMA already includes the "System Template", which was made according to the best practices of business process management.
Fig. 2. Specification Templates tab.
The Add button opens a blank template editing window. You can use it to add a template.
The View Template button opens the template file in MS Word, if it is installed on your computer. The Edit button opens the template editing window (Fig. 3). Here, you can change the name and description of the template and replace the template's file.
The Delete button allows you to delete the template from the list.
Adding a template
To add a template of business process policies, click Add. In the provided editing window, type the name of the template and attach the file (Fig. 3). The Description field is not a required field.
Fig. 3. Template editing window.
- select the template file. This button will open the file manager of your operating system.
- open the template file in MS Word if it is installed on your computer.
