ALM – Business processes

The Business Processes option allows you to define the business processes within your organization.

Add a business process

1. Select the Business Process tab and click Add New.

   

2. The Create business process dialog displays.

   

3. In the Basic section add the required basic information about the business process:
   • ID – A unique number to identify the Business Process. Companies can define their own identification system which could assist in identification of processes for different departments, e.g. Finance, Sales, etc. or just a unique identification across the organization’s processes generally.
   • Name – A name for the business process.
   • Descriptions – An optional description of the Business Process.
   • Stage – The stages involved in capturing the Business Process:
     • Process Selection, (default option)
     • Deep Dive
     • Design
     • Development
     • Internal UAT
     • External UAT
     • Live Proving
     • Live
   • Stage Progression – A slider that allows you to set the how much of the stage has been completed as a percentage.
4. Click Next.
5. In the Members section add any key stakeholders that will contribute towards the automation of the business process throughout the lifecycle. If you create a business process you will be automatically added as a member.
6. Click Next.
7. In the Notes section add information about the business process. Only the person who created the Business Process will have write privilege, everyone else will only have read privileges.
8. Click Save.

9. If the save has been successful, a notification displays in the top right corner. Once the data has been added it can be viewed, edited or retired using ellipsis that displays for each added business process.

   

10. The list can be filtered to show all existing business processes or only those that the logged in user created.