Calling up the overview of the process

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

Context

When you call up the process page, the Overview tab is displayed.

From top to bottom, the overview provides the following page content:

• Information on the status in the release process (for authorised roles only)

  The statuses depend on the defined release process. The release process must be started for every process version that is to be published. However, the process version can also be discarded.

• Descriptions

  In addition to the description of the process, you can use the Show more button to list the process contents (activities) and their type and description.

• Attachments

  Process Owners and Process Contributors can upload documents up to a size of 50 MB as attachments and manage HTTP links to web addresses and to videos. See Adding attachments.

• Process Owners

  The Process Owner is initially defined by the BPM Manager.

• Process Contributors

  Process Contributors are assigned by the Process Owner.

  Each role is shown as a button with the number of assignments. To see the individual users and groups, click the role — it expands.

• Process Participants

  Process Participants are assigned by the Process Owner.

  Each role is shown as a button with the number of assignments. To see the individual users and groups, click the role — it expands.

• Linked architecture elements

  This section is displayed if the process is linked to architecture elements and shows the element with its relation type in each row. They are linked in the draft of the process by Process Owners, BPM Managers or Designers. Use the Show invalid and Show hidden switches to add elements that otherwise remain hidden; Group by linked elements rearranges the list. See Linked architecture elements and relation types.

• Process context

  This section is displayed if called or calling processes are modelled in the process. These processes are listed with their name, version and responsibility and can each be accessed directly via the linked name.

• Risk analyses

  This section lists the risk analyses of the process whose validity period overlaps with that of the displayed process version. Risk analyses belong to the process, not to an individual version, and have their own validity period. With Show All you also see the remaining ones; for a revision that has not yet been published, the section shows all of them anyway.

• Versions

  The respective validity periods and change comments are displayed for the process versions.

  Authorised roles can see all process versions regardless of their validity.

  The display can be restricted to the published versions.

How to proceed

• If you are on a different tab on the process page, click the Overview tab.

  The page content of the tab is displayed.