User Guide: Process Configuration Page Redesign

Release: 1.4.0

Overview

The Process Configuration Page Redesign replaces the old single-page configuration interface with a clean, tile-based navigation system. Instead of scrolling through dozens of options on one long page, SOC Administrators now see a dashboard of process tiles - each leading to a dedicated configuration page for that specific process.

For SOC Administrators

Step 1: Navigate to Configuration

Open the Bearing Workspace

Click the Configuration tab

Click the Processes tab

You will see a grid of process tiles - one for each configurable process, each with an icon and title.

Step 2: Select a Process to Configure

Scan the tile dashboard

Identify the process you want to configure

Click anywhere on the tile

You will be taken directly to that process's dedicated configuration page.

Step 3: Review the Process Description

On the process configuration page, read the Process Title and Description to confirm you are configuring the correct process and understand what it does before making changes.

Example Description (Lost Badge Request):

This process handles employee requests for replacement of lost or stolen access badges. When an employee reports a lost badge, this workflow immediately deactivates the old badge for security, creates a request for new badge issuance, routes to the facilities team for physical badge creation, and notifies the employee when the new badge is ready.

Step 4: Access Configuration Options

Each process page contains configuration buttons. Click a button to open that specific configuration area:

Button	What It Does
Approval Configuration	Set approval rules and approvers
Assignment Rules	Define routing rules and assignment groups
Notification Settings	Configure email notifications and triggers
Form Configuration	Configure form fields and required fields
Process-Specific Settings	Unique options per process (see below)

Step 5: Make and Save Changes

Within each configuration area, make the desired changes

Click Save or Update

Test the configuration by creating a test request to verify settings work as expected

Step 6: Return to the Process Dashboard

To return to the tile dashboard, click "← Back to All Processes" at the top or bottom of the page.

Important: Always use the on-page back button - do not use the browser's back button.

Process Reference Guide

The following processes are available on the configuration dashboard:

Process	Description	Process-Specific Settings
Lost Badge Request	Replacement of lost, stolen, or damaged employee access badges	Badge Deactivation Settings
Register Guest/Visitor	Guest and visitor registration for facility access	Guest Access Duration Settings
Badge Access Request	Employee requests for new or additional badge access	Access Level Configuration
Executive Travel	Executive travel security coordination and itinerary tracking	Itinerary Settings, Travel Security Rules
Security Request	General security service requests (escorts, lock/unlock, etc.)	Service Type Configuration
Report a Threat	Employee reporting of security threats or suspicious activity	Threat Assessment Workflow, Escalation Rules
Investigation	Security investigation processes and case tracking	Evidence Management, Case Closure Rules
License Plate Recognition Enrollment	Employee vehicle registration for LPR access systems	LPR System Integration
Lost/Stolen Company Device	Reporting and response to lost or stolen company devices	Device Deactivation Workflow, IT Coordination Settings

All processes share the common configuration options: Approval Configuration, Assignment Rules, Notification Settings, and Form Configuration.