New processes are added directly to your account’s process hierarchy, called “Processes”. This makes it possible to have different users managing your process hierarchy and managing your specific processes. In other words, a central team can manage which processes you have and how they fit together while process owners can manage specific processes - with all the tools they need. This way you can delegate process ownership without loosing control.
Before starting: Do you have rights to add and delete processes?
Only users with rights to manage processes can edit the process hierarchy, whereas Process Owners and Editors can edit all contents of processes.
Creating a process hierarchy
You create a process hierarchy with:
Categories for the main groups of processes in your company.
Groups to make smaller groups of processes within categories.
Processes to show specific flows.
You can view your process relationships and owners by using the List or Connections views.
Adding categories
The menu in the edit mode gives you an option to add a new category.
When you have created a category, then it’s time to add groups.
Adding groups
To add groups you should:
Click 'New group' to add a group into a category. Groups are sorted by number and name.
Give the group a name that covers the processes you intend to place here.
Add an image to illustrate the group. You can crop the image simply by clicking on it before uploading.
Click 'Edit group' to change group name.
When you have added a group, then you can start adding processes.
Adding processes
You add new processes to groups either by creating a new, blank process or by duplicating one of your existing processes:
Click the 'New process' button in the selected group. The default is that you create a new, blank process.
Now add your 'Process name'. We recommend that you use an active form and use your day-to-day language. If you duplicate a process then make sure your new process (and its activities) get new names so you can distinguish them from another.
Then add your 'Process outcome', which is the intended output of the process.
Click 'Create process' to finish up. Your process is now in Private mode, so only you and invited collaborators can see it.
Moving processes between groups
While in the edit mode, you can always move a process to a new group. Simply press on edit a process and change your desired group.
Sorting categories and processes by name and/or number
Categories, groups and processes are sorted numerically and alphabetically. This means you can either add numbers to categories, groups and the processes within if you want a special sequence, or they will automatically be sorted alphabetically:
Editing several processes at once
When you turn on 'Edit mode' on the process overview page and select 2 or more processes, you can bulk edit a number of process settings including:
Owner
Editors
Process status
Process visibility
Notifications
This way you do not have to correct every single process individually, if you are making the same change across multiple processes.
TIP! The bulk edit option appears in then top gray menu when edit mode is turned on and you select 2 or more processes.
Tags: Process hierarchy, process architecture, process levels, business model, process support