View a process map

After you create or edit the process, use the Map tab to view the complete process at a glance. The swim lane icons in the process map help you identify which activities are conducted by roles within your organisation, and which are automatically carried out within your business systems.

The details displayed on the Map page are shown in the image below:

Map tab

View process map details

Action Details
View activity details

Activities are clear and well-defined on the process map, distinguishing each of the key steps. You can clearly see parallel activities, decision blocks and the next set of steps.

  • Click on the activity to display the individual tasks that need to be carried out. This includes notes on any frequently asked questions or potential variations. Each activity pop-up also shows the documentation associated with that step, whether it’s instructional videos, Checklists or the relevant regulations.
Open links
  • Click on the activity to display a pop-up with the associated activity links.
  • Click on the links to open the linked items.
Copy process
  • Click settings on the top right of the process toolbar and then click Copy Process.

A copy of the process prefixed with "Copy of" is created and displays. You can click Edit and make the required changes. For more information, see Edit a process.

No. You can copy the individual activity text or export procedure text.
Download process map

Click download process map to download the process map in .svg (Scalable Vector Graphics) format. You can imported to Microsoft PowerPoint and Microsoft Visio or open the map using any graphic tool.

Change process map display size
  • Click + or - to increase or decrease the process map display size.

  • Clicking % to returns the map to 100%.
Display/hide timeframe and tags

The process map view can also summarize costs and timeframes, or identify related process or systems tag opportunities, or even automation based on configuration settings.

  • Click map settings and select a timeframe or process/system tag you want to display on the activity block in the process map.

When switched on, the tags show the relevant information on both the process map overview and the activity pop-ups. This allows you to understand the cost of each step, or instantly identify steps that offer opportunities for improvement. Using automation tagging will highlight where activities can be assigned to bots or systems to further streamline your process, while the timeframe tags will show exactly where time is spent.

View Process attributes

The following options are displayed in the Process attributes drop-down:

Option Details
Summary

Displays the following details:

  • Process Expert
  • Process Owner
  • Objective
  • Next Review Date
  • Background
  • Search Keywords
Change Log

Displays changes made to the process in the following columns:

  • User: Profile picture of the user who made the change.
  • Status: Change detail and user name. For example: Published v2.0, Shaun Field.
  • Description: Description of the changes.
  • Action: Click Restore if you want to restore an older process version.
Documents Displays the Type and Name of the documents attached to the process.
Cycle Cost

Displays the process cost and timeframe details in the following columns and rows:

  • Activity
  • Active Time
  • Resource(s)
  • Ave Cost/Hr
  • Cost
  • Cycle Cost
  • Annual Volume
  • Total Annual Cost
  • Variance Scenarios
  • Performance Targets
Systems Displays the system(s) tagged in the process.
Lean Displays the lean tags in the process.
@Todo

Displays the list of @Todo details added in the process in the following columns:

  • ToDo
  • Assigned To
  • Last Modified