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Introduction to activities

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Introduction to activities

Hello! Welcome to the activities module. In this module, all concepts, features, and settings for activities on the Blue Service platform will be presented.

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The activities module is the main module of the system. It is the core of the BPM platform, where the main tools for activity execution and process management are concentrated.


Activities and Processes

Activities and Processes are directly related concepts:

Activity is, basically, a sequence of actions or tasks, carried out to achieve an objective. When an activity is planned to be carried out repeatedly, that is, in a recurring way, it becomes part of something bigger called a process.

Process is the set of activities carried out in a standardized way, following certain standards, with predefined steps and rules. These execution standards ensure the quality and uniformity of the activities performed. In other words, the process organizes and standardizes activities, so that they are always carried out in the same way, consistently delivering the expected result.

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A well-structured process is capable of directing activities from start to finish, indicating at each stage:

  • what must be done,

  • when it must be done,

  • how it must be done,

  • and by whom it must be done.


Business processes

In the business context, we call business processes the set of planned and structured activities designed to generate value for the organization in the form of products, services, or specific deliverables.

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Each business process has its purpose, aiming to meet different business needs by directing internal or external demands. Business processes involve people, departments, documents, approvals, equipment, and information. Some examples are the processes of:

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These processes are similar in many companies. However, each company or organization has its own particularities and processes, with very specific internal rules and procedures. The Blue Service platform was developed to provide this operational flexibility, allowing any type of business process to be managed, meeting a wide variety of organizational contexts.

This customization is possible through activity settings, as we will see later.


Main concepts of the activities module

For a better understanding of the platform's potential, it is important to clearly absorb the terminology used in the system. In this introductory section, the main terms and concepts of the activities module are presented, such as:

  1. Operational flows and stages

  2. Activity types vs. activities

  3. Activity owner

  4. Activity status

  5. Forms, system fields, and custom fields

  6. Activity features

  7. Integration with other modules

  8. Automations and actions


In the next topic, we will look in detail at the concept of operational flows and stages.