Creating a Custom Process

To create a custom process, complete the following steps:

1. Navigate to Custom Processes within System Administration.

1. Select System Administration in the top navigation bar to open the System Administration menu along the left side of the page.
2. Expand the Tools options in the left navigation menu and select Custom Processes.

1. Open the Create Custom Process window and specify the details of the custom process.

1. Select the + icon next to the Custom Processes header to open the Create Custom Process window.
2. Enter a descriptive name for the custom process in the Name field.
3. Optional: enter a full description of the custom process in the Description field.

1. Select Create.

A success message is displayed in the upper right portion of the page letting you know the custom process has been created.

1. Add functions to your custom process.

1. Drag and drop the function into the custom process workspace.

   Tip: Next to the Tools drop down is the expand button. Selecting that will expand your custom process workspace to fill your screen. To return to the normal workspace, click the button again.

2. Select the function to open the edit panel.
3. Enter a descriptive name for the test that this function performs in the Name field.
4. Optional: enter a full description of the test that this function performs in the Description field.
5. For more information on the steps to set up each function type, see Creating Functions.

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