Description


Purpose


Provides an overview of what this process is all about. This information can also be viewed and updated directly from the Design home page by editing the process record. Prerequisites N/A Role Editor, Workspace User Admin.


Role

Editor, Workspace User Admin


Steps


1. Click on the Edit icon  to update the description



2. Select Update to apply the changes


Field Descriptions


Field Label Description Remarks (optional)
Description A detailed description of the process


Goals

Purpose 

The process goal describes a specific purpose or achievement toward which the efforts of the process are directed. A goal is the desired result that a process commits to achieve. 

Prerequisites 

 N/A 

Role 

Editor, Workspace User Admin

Steps

1. Click on the Edit icon  to update the goal or New Goal to create a new one


2. Add or update all fields


3. Select Update to apply the changes


Field Descriptions

Field Label Description Remarks(optional)
Name Provide a breif and meaingful name for this goal
Descriptions A detailed description of this goal



Objectives

Purpose 

Process objectives describe material outcomes that are produced or achieved by the process. Generally speaking, a process has a single goal and the objectives are defined to support that goal.

Prerequisites

N/A


Steps

1. Click on the Edit icon to update the Objectives or New Objective to create a new one



2. Add or update all fields



3. Select Create or Update to apply the changes


Field Descriptions


Field Label Descriptions Remarks (optional)
Name Provide a brief and meaningful name for this objective

Description A detailed description of the objective

Common Check if the objective is suitable for use by other processes



Roles

Purpose


Each process defines at least one role. Each role is assigned to perform specific tasks within the process. The responsibilities of a role are confined to the specific process. They do not imply any functional standing within the hierarchy of an organization. For example, the process manager role does not imply the role is associated with or fulfilled by someone with functional management responsibilities within the organization. Within a specific process, there can be more than one individual associated with a specific role. Additionally, a single individual can assume more than one role within the process although typically not at the same time. Some roles have common responsibilities across all the processes (e.g. Process Owner). The name should be changed to indicate the appropriate process (i.e. Process Owner should be changed to Incident Process Owner or Change Process Owner)

Prerequisites

N/A


Role 


Editor, Workspace User Admin


Steps

1. Click on the Edit icon to update the Role or New Role to create a new one



2. Add or update all fields



3. Select Create or Update to apply the changes


Field Descriptions


Field Label Description Remarks
Name Provide a brief and meaningful name for this role

Description A detailed description of the role

Common Check if the role is suitable for use by other processes




Attachment and Links

Purpose

Provides the capability to import and manage supporting documents in the form of attachments and links (URL). These would be supporting materials that augment the process details. Examples include state diagrams, cross-functional flow diagrams, and procedural documents.

Prerequisites

N/A

Role

Editor, Workspace User Admin

Steps

1. Click on the Edit icon to update the Attachment or New Attachment to create a new one.



2. Add or update all fields


3. Select Create or Update to apply the changes


Field Descriptions


Field Label Description Remarks
Name Provide a brief and meaningful name for this objective

Descriptions A detailed description of the objective

Type The appropriate document type

URL The URL where the attachment is found

Upload File Select to locate the file to upload
Field disappears when type of URL is selected
Upload Date The date and time that the file was attached
Field disappears when type of URL is selected


Definitions

Purpose 

Definitions of terms specific to the organization or process may be entered here. Additionally, there may be a list of common terms that may be selected and added.


Prerequisites 


N/A 


Role 


Editor, Workspace User Admin


Steps


1. Click on the Edit icon to update the Definition or New Definition to create a new one



2. Add or update all fields



3. Select Create or Update to apply the changes


Field Descriptions


Field Label Description Remarks (optional)
Term Provide a brief and meaningful name for this term

Defintion A detailed description of the term

Common Check if this term is suitable for use in other processes