Process Details

Process Details stores information that describes the process as a whole rather than a single step.

Available information

The current Process Details view includes:

• Folder — where the process is organised in the workspace;
• Purpose — why the process exists;
• Department — the organisational area associated with it;
• Review frequency — Monthly, Quarterly or Annually;
• Starts when — the trigger for the process;
• Expected outcome — what successful completion should produce;
• Tags — comma-separated labels for classification.

Save process details

Update the fields and choose Save changes.

Folder changes are applied through the workspace folder structure and can also be managed from the Process Library’s folder controls.

Process Details versus step details

Use Process Details for process-wide context.

Use individual step fields for information specific to a particular activity, decision or subprocess.