BPP Training – Business Process Portal

Start here

Three tutorials that take you from installing the plugin to your first approved process.

Install and set up
Install the plugin, add your first users and choose your settings.
Draw your first process
Create a model, add a pool and lanes, and connect tasks, events and a gateway.
Submit, review and approve
Send a model for review and take it through to an approved version.

Drawing clear BPMN, and using the editor well.

BPMN basics: events, tasks and gateways
The handful of shapes that cover most processes, and when to use each.
Pools and lanes
Show who does what, and how separate organisations exchange messages.
Add attributes to a step
Record the role, system or control behind a task, event or gateway.
Link processes with a Call Activity
Build an overview model that drills down into detailed ones.
Link a document to a Data Object
Attach the policy or form a step depends on.
Import from Visio and draw.io
Bring existing diagrams in, and tidy up what the conversion produces.
Check out, check in and versions
Edit safely, and restore an earlier version when you need to.
Export a diagram
BPMN, Visio, SVG, PDF and the shapes list.

Giving feedback and making the decision.

Review and approve a model
Find what is waiting for you, then approve or reject with a reason.
Comment and discuss
Threads, replies, mentions and comment status.
Own a model
Assign Editors, Reviewers and Viewers, and hand ownership on.
Review a document
The same lifecycle, applied to policies and forms.
Use AI Review
Run an advisory check and work through what it finds.

Setting the site up and keeping it in order.

Users and Administrators
Who can create items, and how per-item roles work.
Folders and structure
Organise models and documents into a hierarchy that suits you.
Add the portal to a page
The portal shortcode and its sections.
Publish approved lists
Lists for assigned readers, and view-only public lists.
System Settings
Document management, classifications, file types, AI Review and the theme.
The audit log
Read it, filter it and archive old entries.
Activate your licence
Enter the key, and what happens at renewal.

A reference for every screen: its fields, steps and business rules. The same content is in the plugin’s Help tab.

Short answers about the product, files, the licence and your data.

Tell us what you were trying to do and where it stopped.