A process links a group of date types you have defined in PROPworks into a sequence of steps reflecting the task you do in your business. The date types in PROPworks have no defined relationship to each other, In PrimeProcess you set up your own processes and define the relationships between dates/steps. For instance, your lease approval process might include the following steps:

You can use PrimeProcess to set up an unlimited set of processes (e.g., amendment execution, lease termination, insurance approval, etc.) – each process having an unlimited number of steps. Processes can include:.

A planning step in a process allows you to plan and manage what to do next in a process – not just use PROPworks to record the dates when tasks were completed. For instance, in the sample process shown above, steps 3 and 7 are planning steps. Report on planning steps using PROPwork™ tickler reports & PrimeProcess reports to build your to do list of upcoming and overdue work. A task is overdue if it is a planning task and the date of the next step in the process is still blank!

Process Configuration Screen - A user-friendly “tabbed” screen used to administer the process lists and steps in each process.

Process Configuration Report - Displays the list of all steps (i.e., date types and dates) in the requested processes – to help your review and verify the process is defined correctly.

Each of the reports listed below have a the same set of selection parameters -- the parameters available when you run the report will change depending on the type of process you are requesting. When the process is for:

Displays the details for each step in a process including the step description, date and comment.

Displays the first blank date / step in the process for each selected item. This report tells the user ‘what is the next step I need to work on?’

Displays the first overdue step in the process for each selected item. This report tells the user ‘who is late in replying to me?’

Displays the steps in a process that have not yet been set up for the selected item. This report is used to detect items that should be recorded for a process but haven’t yet been set up.

Displays the steps in a process for each item that have been set up -- but the date value is blank / missing