Calling the Process Overview

The Overview shows the process description, attachments for the process and people involved in the process.

Context

The Overview tab appears if you open the process page.

The overview contains the following page content, from top to bottom:

  • Information about the status of the release workflow (only for authorized roles)

    Status is based on the release workflow set. The release workflow needs to be started for each process version that should be published. The process version can also be discarded.

  • Descriptions

    Use the Show More button to list the process content (activities) and their type and description next to the process description.

  • Attachments

    Process owners and collaborators can upload documents of up to 50 MB as attachments and manage HTTP links to web addresses and videos.

  • Process Owners

    The Process Owner is initially set by the BPM Manager.

  • Process Collaborators

    Process Collaborators are assigned by the Process Owner.

    Click on or  Show Individual Users and Groups to see the users and groups assigned.

  • Process Participants

    Process Participants are assigned by the Process Owner.

    Click on or  Show Individual Users and Groups to see the users and groups assigned.

  • Applications

    Applications are assigned by Process Owners or BPM Managers. With activate  Show All Applications all published applications associated with individual process items are also displayed.

  • Process Context

    The section appears if called or calling processes are modeled in the process. These processes are listed with name, version and responsibility and are directly accessible via the linked name in each case.

  • Risk Analyses

    The section lists the ratings of risks and chances of process versions whose validity period overlaps with the validity of the process version. With activated  Show All, the ratings outside this period are also displayed. Risk analyses and process versions have independent validity periods.

  • Versions

    The respective validity period and change comments are shown for the process versions.

    Authorized roles can see all process versions, regardless of their validity.

    The display can be limited to the published versions.

How to proceed

  • Click on the Overview tab if you are in another tab on the process page.

    The tab page content appears.