Lesson 12 explores a critical feature for process governance: the Process Owner. Assigning an owner creates a quality control gate, requiring mandatory approval before a process’s documentation goes live on the collaborative portal. This ensures only validated, high-quality information is shared.
Lesson 11: Publish a Process to the Portal
Lesson 11 covers the vital step of making your modeled and documented processes accessible to your entire organization. Learn how to publish your BPMN 2.0 process to the HEFLO collaborative Portal so users can easily view, reference, and utilize the documentation.
Lesson 10: Archive a Process
This video covers a crucial aspect of process lifecycle management: Archiving. Learn how to safely manage outdated or inactive workflows without permanently losing them, which is a key best practice for maintaining a clean and organized HEFLO environment.
Lesson 9: Export PDF Documentation
In Lesson 9, we will demonstrate the simple steps required to export your complete process documentation as a structured PDF file in HEFLO.
Lesson 8: Search for a Process
In this lesson, we detail the two main ways HEFLO allows you to quickly find, access, and manage existing BPMN 2.0 processes in your environment for review, editing, or analysis.
Lesson 7: Use Subprocesses and Call Activities
Lesson 7 introduces you to advanced BPMN 2.0 modeling techniques that help manage complexity and promote reusability across your process library: Sub-Processes and Call Activities.
Lesson 6: Add Extra Fields
Lesson 6 explores one of HEFLO’s most powerful documentation features: Custom Forms. These dynamic forms allow you to capture specific, structured data about your process or individual tasks, enriching documentation and improving communication across your team.
Lesson 5: Manage Process Categories
In this video, we focus on organization. You will learn how to effectively use Categories in HEFLO to structure your process library, improve searchability, and keep your workspace tidy.
Lesson 4: Attach Documents
In this fourth lesson of the HEFLO onboarding series, we show you how to enrich your BPMN 2.0 processes by adding essential attachments. Attaching files directly to your diagrams ensures that users have immediate access to necessary documents, templates, and resources at the precise point they are needed.
Lesson 3: Document a BPMN Process
In this video, we show you step-by-step how to enrich your BPMN 2.0 diagrams with detailed textual descriptions, making them clear, comprehensive, and highly collaborative.