ALM – Business processes

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

Once the business processes have been created, they can be viewed, edited or retired using the icons on the page.

The Business processes page provides you with the following information and functions:

  1. Edit view – Define the columns that are displayed. You can then show or hide the columns using the toggle switches.

  2. Filter – Filter the information that is displayed. You can turn on the required filters and enter or select the appropriate information for display, for example, you could turn on the Active filter. By default, the filters are set to show you only your business processes. If you want to see them all, you must change the Business processes filter to all.

  3. Save view – Save your current column settings. You can enter a name for your view to make it easily identifiable when loading views.

  4. Load view – Load a saved view. You can select the required view and click Apply.

  5. Add new – Add a new business process.
  6. Edit – Edit the details of the selected business process.

  7. Status – This icon changes when you select a business process based on the status of the business process.

  8. View – View the details of the selected business process.

Add a business process

  1. On the Automation lifecycle page, click Business processes, and then click Add new.

  2. On the Create business process page, 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 identifying processes for different departments, for example, Finance, Sales, and so on, 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 what percentage of the stage has been completed.
  3. 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.
  4. In the Notes section, add information about the business process.

  5. Click Create business process.

    If the business process has been successfully created, a notification displays in the top right corner.

Edit a business process

You can only edit business processes that you created yourself. Business processes created by anyone else are read only.

  1. On the Business processes page, select the check box for the required application.
  2. Click Edit.
  3. Edit the information as required.
  4. Click Save.

Retire and reinstate a business process

If you retire a business process, any process definitions associated with the business process are also retired.

  2. On the Business processes page, select the check box for the required business process.

    If the process is:

    • Live, the Status icon displays as Retire.
    • Retired, the Status icon displays as Make Live.

  3. To retire a business process:

    1. Click Retire.

      A message displays asking you to confirm.

    2. Click Yes.

      The business process is retired and Retire changes to Make Live.

  4. To make a retired business process live, click Make Live.

    The business process is instantly reinstated and Make Live changes to Retire.

    You can use the Active filter to filter the list for retired business processes.