12.2.1.1.3 Create a Process – Details Tab

A Process is an organized group of related activities, tasks and procedures, that together create a result of value to the customer, and once completed, will accomplish an organizational goal.

In the context of EPC, Processes can be under a set, or under another process as a sub-process. There can be many levels of processes; these are arranged in a hierarchical structure to simplify navigation and organization.

Web Modelers can create new Processes on the WebApp. There are two ways to create a Process:

1. Via the on the top-right of the EPC WebApp: Create a Process – New Button
2. Via the Details tab of a Set or Process (to create a sub-process)
   

To create a new Process via the details tab of a set of sub-process, please follow the instructions below:

1. Click on the Navigation Menu Button on the top left of your screen and navigate to the Process Module

*Ensure you are given the permission to be a Web Modeler, the displayed content is set to Show Latest, and your editing tool is the Web.

2. Choose the Process Set or Process (to create a sub-process) under which you would like to add the process

*It is very important you are under the right Process Set or Process in the structure, since it cannot be modified

3. Navigate to the Details Tab of the Process Set or the Sub-Process

4. Navigate to the button

5. A drop-down will be generated. To add a new Process, click on the “Process” box

6. A window will be generated where you can input the information about the new Process

*The EPC automatically assigns the Process Set or the Process as the Parent, which is the set or sub-process you selected. The Parent field is blocked and cannot be edited.

7. Type the name of the Process on the “What is the name?” field

*It is mandatory for Web Modelers to input a name for the Process

For this example, the name of the Process is “Develop and Manage Human Capital”

8. Use the and icons to expand and hide the different sections within the each tab of the New Process Window. Input the right information about the process in each section.

*The new Process window has three tabs, General, Properties and Flow Objects. Under each tab there are different sections where the Web Modeler can input detailed information about the process. To learn more about about each section and how to input information, click here

i) To hide sections, click on the icon:

ii) To expand sections, click on the icon:

9. Click on the button to create the new Process

11. The new Process “Develop and Manage Human Capital” is now on the Process tree structure. This process is currently a draft. To learn how to publish Process objects, click here