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Getting Started

Introduction

Welcome to Dirigent!

This guide will help you get started with using the software effectively. Dirigent is a powerful business process automation platform that allows you to design, model, and automate your business processes, increasing efficiency and streamlining operations. Let's dive in!

Step 1: Account Setup

  1. Registration process can be initiated by an invitation or an account can be made for you.
  2. Once registered, log in to your account to access the Dirigent platform.

Step 2: Workspace creation

  1. Upon logging in, create a new workspace, which will serve as your organizational environment within Dirigent.
  2. Provide a unique name for your workspace and set the necessary permissions and access levels for users.

Step 3: Understanding the Interface

  1. Familiarize yourself with the Dirigent user interface, which consists of various sections such as the Dashboard, Applications, Documents, Tasks, and more.
  2. Explore the navigation menu to access different features and modules within Dirigent.

Step 4: Designing Applications

  1. Start by creating your first application, which represents a specific business process or workflow you want to automate.
  2. Utilize the Designer tool to define the flow, activities, and events of your application, including start and end events, tasks, gateways, and connections.
  3. Configure properties, parameters, and variables as needed to customize your application.

Step 5: Managing Documents

  1. Upload documents relevant to your processes and store them in the Documents section.
  2. Organize your documents by creating folders and using tags for easy retrieval.
  3. Set document permissions to control access levels for users within your workspace.

Step 6: Assigning and Completing Tasks

  1. Create user tasks within your applications to assign specific activities to users or groups.
  2. Monitor and manage tasks through the Tasks section, tracking their progress, due dates, and completion status.
  3. Users can claim and complete assigned tasks, providing necessary information and updates as required.

Congratulations! You've completed the basic steps to get started with Dirigent. Remember to explore the advanced features and functionalities offered by the platform to further enhance your business process automation capabilities.

Note

The steps outlined above are simplified for illustrative purposes. Please refer to the individual documentation pages and resources for detailed instructions and assistance during your implementation journey.

This getting started guide provides an overview of the initial steps and key features of Dirigent. As you delve deeper into the software, you'll discover additional functionalities, customization options, and integration possibilities that can be tailored to your organization's specific needs. Happy automating!