MDO is built on a low code, highly customizable BPM platform which allows users to easily configure the system to accommodate custom business process flows. To help manage business processes, users can utilize existing standard modules, create a new module for a process which is not standard or add an extension to a new module to incorporate a custom process of a standard module.
For example: A client wishes to schedule an inspection to check the equipment that has been serviced or repaired during maintenance calls. In this scenario the client can configure a customized Inspection module to schedule and capture inspection details against all maintenance calls.
Below are the ten steps required to create a custom business process in MDO.
1. Create a module
A Module in MDO refers to the object created for a principle business functionality. It is a fundamental unit in MDO. Fields, Business Rules, Layouts, Permissions, Workflows and Templates can all be configured for a module. There are two types of Modules:
- Standard: MDO comes with a predefined list of modules which have already been configured with Fields, Business Rules and Layouts. These can be used when minimum customization is required and when the standard features satisfy the business need.
- Custom: MDO also provides the functionality to create custom modules with their own Fields, Layouts, Business Rules and Permissions.
Creating a Custom Module
To create a Custom Module, follow these steps:
- In the MDO home screen, click on the Settings icon present in the header tab.
- Click on the Modules icon in the left panel and select the custom tab.
- Click on Add New Module.
- Specify the Module ID, Description and choose a Module Image. If you want to create a reference to an existing module, click on the check box next to the parent module in the Relationship.
- Click on Save and the custom module is created.
2. Add fields to a module.
Fields are used to capture information. MDO comes with standard fields plus can modify standard fields or configure new fields as required. To add fields to a module, follow to the document link below.
3. Create a menu
Menus define the information available to users within a module. When assigned to roles, menus provide user defined access to the systems information. To create a menu, follow to the document link below.
4. Create roles
Roles are assigned access to modules with permissions which help end users to perform different transactions in MDO. To create roles, refer to the document links below.
5. Create an MDO form layout for the module.
A form layout in MDO is the arrangement or grouping of fields in a desired order. To create an MDO form layout, follow the document link below.
6. Assign permissions to a role.
Assigning permissions to a role controls what actions a user can perform or what information a user can access.
To assign permissions to a role, follow the document link below.
7. Add business rules to the module.
Business Rules are standard checks or constraints that are used to validate data within different fields based on defined rules. To add a business rule to the module, refer to the documents available in the Business Rules section (link below) for further information on the types of business rules available.
8. Configure number settings for the module.
Number settings is used to generate sequential and consistent identification for each record for a module. To configure the number settings, follow the link below.
9. Configure workflows for the module.
A Workflow defines a process and a sequence of approvals a record must pass through before completion. To create a workflow, follow the link below.
10. Create the required users.
Users in MDO have unique credentials that are utilized to identify any task they perform. To create users, follow the link below.