Process group overview
The process group overview shows a high-level view of a complex end to end process, defined at the process group level and made up of a series of linked sub-processes.The process group title is displayed in the map view and left navigation pane.
The background and objective sections are a clear description of what the processes aim to achieve and where they apply. The background and objective sections can also include:
- notes on why the processes are required.
- context around any special circumstances that affect them.
- reference to legislation or regulations that might contribute to their purpose.
Create or edit a process group overview
Note: Only Promasters, Business Analysts and Process Group Champions can create new process groups.
- Do one of the following:
- For creating a new process group, follow the steps in Create a process group.
- If you want to edit an existing process group, go to Processes > All Processes, click on the process group, and then click Edit > Group Overview.
- Click the Add Link drop-down list to add sub-groups, processes or decision points in a sequence:
Note:
- Convert a linked process to a parallel, conditional or normal process by clicking
and selecting the required option. Parallel sets have a blue line to the left of the processes included in the set.
Move an item around by selecting it and dragging and dropping it to its new position.
- Delete an item by clicking
.
Edit items by clicking
and making the necessary changes.
Undo/Redo changes by clicking Undo/Redo at the top right of the Edit page. All changes made within the current editing session can be undone or redone, but once you exit the editing session the ability to undo/redo those changes is lost.
- Click Save.
The connector lines between sub processes display only when a role is assigned. If there are associated processes in the process group that are not a part of the primary flow, you can have a swimlane with no role assigned.
Process group overview
Delete a process group overview
- Go to Process > All Processes and click on the process group.
- In the process group page, click Edit.
- Expand Group Overview and hover over each item you have included and click
.
- Click Save.
Print a Process Group Overview
- Go to Process > All Processes and click on the process group.
- On the top-right of the process group map, click
.
- In the Print Options dialog box, select the required options.
- Click Print.
Share a Process Group Overview
- Go to Process > All Processes and click on the process group.
- On the top-right of the process group map, click
> Email Group.
- In the Email Group dialog box, select the user(s) or type the email address(es) in the To field.
-
Type a Message, and click Send.