This article will show you how to use process and activity links to create a process overview and show how all your processes are related. This lets you create a special view of processes to supplement your process hierarchy without interfering with ownerships and rights to manage specific processes. For instance, you can create overviews of...
How processes are related to functions.
End-to-end processes.
Processes that are highly risky.
Processes that involve personal data (GDPR).
Processes that are critical to certain ISO standards you adhere to.
How to create a new process overview
(you need rights to 'Manage all processes')
Go to your accounts 'Processes' page.
Select the category and group where you want to add an overview.
Create a new process and name it e.g. 'Marketing overview'
Now start drawing the flow where you use only the process link shape as described in this article.
Use arrows to show how processes are linked to end-to-end flows.
Your process overview can now be used to present relationships and to ensure that all processes support your overall company objectives.
Below you will see a number of examples:
An example overview of personal data related processes:
Example of marketing process overview:
Example of development process overview:
