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  1. Create an Employee Record

    You can add an employee to the system and define their profile configuration, including domain, email, display language, user name, and password.
  2. Assign a Calendar to a User

    When you assign a calendar to a user, Cora SeQuence uses the defined calendar for time-dependent tasks, not the default calendar.
  3. Assign a Calendar to a Group

    When you assign a calendar to a group, Cora SeQuence uses the defined calendar for time-dependent tasks, not the default calendar.
  4. Create a Calendar

    Use calendars as part of time-dependent tasks, or to define time-dependent business rules.
  5. Calendars in Dynamic Workflows

    A calendar is a basic BPM tool that is required to define task time limits, workflow expectations, and other time-related details concerning resources and tasks.
  6. Manage Organization Settings

    You can view, add, edit, and delete calendars, developers, employees, and employee roles to the system.
  7. Manage Lookup Tables

    A lookup table is a query type that you connect to a data model when defining a Form. They are tables with lookup values that you can use to in various several controls, such as combo boxes, option g
  8. Manage Global Settings

    In the Global Settings section, you can manage settings for the entire Cora SeQuence environment, such as connections to external systems, global stages, global variables, and more.
  9. Workflow Development Best Practices

    Workflows are the core of business process management. It is important that you develop workflows according to best practices.
  10. Workflow Versioning Best Practices

    It is important to follow a versioning system so you have the flexibility to revert to previous workflow versions and track development between versions.