Processes

Processes are a series of actions or steps taken to achieve a specific goal: creating a product, providing a service, or causing specific events to start other processes.

tip

Roles required:: admin or process_manager.

To create a process, complete the following steps:

1. Navigate to Value Stream Management → Processes.
2. Click New and fill in the form fields.
3. Click Save or Save and exit to apply the changes.

Process form fields

Field	Mandatory	Description
Name	Y	Specify the name of the process.
Type	Y	Select the process type. Available options: Strategic – long-term. Tactical – medium-term. Operational – short-term.
State	N	Select the process state. Available options: Draft In use Archived
Process owner	Y/N	Specify an employee, who is the process owner. The field is mandatory in the In use state.
Process manager	Y/N	Specify an employee, who is the process manager. The field is mandatory in the In use state.
Purpose	N	Enter a brief description why this process is created.
Input	N	Specify the required resources, data, and events to start the process.
Output	N	Specify the result of the process execution. This can be a product, service, or events that trigger other processes.
Activity scope	N	Specify the area that the process covers.
Work procedures	N	Specify a link to the document with the requirements for completing the process.

The Activity Feed widget is available on the form. It stores all changes of the record field values.

The form also contains the Products related list that contains records of products associated with the process.