Getting to know the process page

Every process has a process page with all of its details.

Every process has a process page with all of its details. Processes represent specific procedures and relationships in one or more areas of responsibility.

Opening the process page

There are many ways to get to a process page, since a process can be of interest from different perspectives. In each case, open the process page by clicking the process name.

• Relevant for me area on the Home page (My Processes, Favorites, Recently Viewed)
• Notifications (about the processes relevant to you)
• Search (the search term is searched for in the names and descriptions of the process and its elements, in attachments and their content)
• Process Map (linked processes)
• Architecture (processes linked to architecture elements such as applications)

Information about the process

The process page provides you with the following information. Some information may only be available for certain roles.

• Breadcrumb navigation according to the process hierarchy

• Process name, version, validity period if applicable

• Language switch (e.g. DE) below the process name: switches between the languages the process has been translated into; the switch applies only to your view

• Thumbnail of the process diagram, opens the diagram view

• Icons for sharing, favorite and notification (automatic change information)

• Note This version is being reviewed with Show review*, opens the review area to the right of the process page

• Create job button (with a note about missing prerequisites if applicable)

• Overview tab

  • Process Owners are informed as of 6 weeks before a process’s validity expires
  • Descriptions, attachments (documents, links)
  • Process Owners, Process Participants, Process Contributors if applicable
  • Applications and other architecture elements (linked to the overall process and optionally to lanes or process elements)
  • Process context (called and calling processes)
  • Properties (process content with name and element type)
  • Published risk analyses
  • Reviews* with remaining time, Review Owners, participants, ratings and progress; a click opens the review area, including for completed reviews
  • Versions (revision, version, validity period, import information, status)

• List tab

  Process elements (content and participants, filterable), detailed information about the elements, e.g. data objects, previous and next steps

• Guide tab

  • Process diagram with step-by-step navigation

  • Overview tab

    Shows the description of the process or its elements along with their attachments. Further information is listed for elements, e.g. Process Participants, data objects, predecessors and successors.

  • Risk Analysis tab

    Shows published risks and opportunities for the process or a selected element.

• Q&A tab

  Questions and answers about the process; questions are forwarded to the Process Owner

Navigating to further information

From the process page you can navigate to further content via the ⋮ submenu, e.g. as a Process Owner.

• Export version**

  Lets you export the version as CSV, SVG or BPMN XML.

• Print version**

  Lets you select the content of the version that is to be printed.

• Edit version as draft**

  Lets you use the current process version as a draft.

• Show release process*

  Informs you about the status of the process revision or version in the release process.

• Analyze risks*

  Switches to the risk analysis for the process. Here you can identify risks and opportunities for the process or its elements.

• Settings and information*

  • Roles and permissions

    Here you can manage the Process Owners, Process Participants as well as blocked users and Process Contributors.

  • Validity and version information

    Here you can change the validity period, the change report as well as the version number and version name of your process version.

  • Link applications

    Here you can both link existing applications to your process and create new applications.

Using the diagram view

As an alternative to the guide, the diagram view offers another view of the BPMN diagram.

You can use the ⋮ submenu to select the display of the icons for descriptions, attachments, risks/opportunities and applications.

An expandable and collapsible Properties area on the right shows the properties of the process and its elements. During a review, the review area is displayed next to it.

Two tabs are displayed in the properties area.

• Overview tab

  Shows the description of the process or its elements along with their attachments. Further information is listed for elements, e.g. Process Participants and data objects.

• Risk Analysis tab

  Shows risks and opportunities for the process or a selected element.

Exit the diagram view with Close.

* Role-dependent functions

** Version-dependent functions

See also: Searching in the Process Space, Getting to know notifications, Opening a review, Getting to know the user interface