Process compliance - My Process

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Process compliance - My Process

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Overview

With Enterprise Collaboration Services, all employees can easily access and learn about all corporate processes. They can navigate them and learn in detail each task by reviewing its documentation.

 

But Enterprise goes beyond that by aiming at improving compliance with policies and procedures for organizations that need enterprise-wide process governance.

A special view called My Processes, is automatically created for each person individually identifying all processes each user has a role in. Users can acknowledge the understanding of each process scope and the exact way they are supposed to execute their every day work.

This way, global corporations ensure that all their employees world wide fully understand the processes they are involved in and execute them in the same way.

 

 

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How does it work

Every process that is under construction in the Process Models view, is by default in a Draft state. When it has been reviewed and approved an Editor promotes it to Published state.

When a process is published, it will be automatically displayed in My process view, exclusively to users who are involved said process, that is, users who have their Job title included as a role in the process.

 

1. In Bizagi Modeler desktop application, open the Properties tab for manual activities.

Notice there are four options where role are set, following the RACI Model (Responsible, Accountable, Consulted, Informed).

Include, for each manual task, the roles for each property.

 

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Responsible: In Bizagi Modeler, the responsible is the role set as Performer.

Accountable: the resource ultimately accountable for the work being made.

Consulted: the resource who must be consulted prior to the task being completed.

Informed: the resource who must be informed when the task is completed.

 

2. Subscription owners must ensure that all users in the subscription have their Job title included and set.

 

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3. When published, Bizagi will cross reference Job titles and Groups, with the roles included in the Basic Properties of each manual activity, and display processes in My Process view of the users involved.

Click here for more information about Job titles and Groups.

 

4. All involved users will receive an email informing there is a new process to review and acknowledge.

 

5. In My Process view the new process will display with the Pending state.

Involved users should navigate the process and understand its scope as well as their individual role in it.

 

MyProcess_03

 

6. When navigating the process, a very intuitive check boxes set is used for them to confirm they have indeed read the documentation and completely understand their role in it. When a user acknowledges a process its state turns from Pending to Approved. Additionally, an email is sent to their supervisor confirming the acknowledgment.

 

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The toolbar displayed on the top of the Current diagram page is as follows:

 

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ACTION

ICON

DESCRIPTION

Pending

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This option opens the set of checkboxes in order to confirm they have indeed read the documentation and completely understand their role in it. When the process has been accepted, the icon changes the label to Accepted.

Edit on Bizagi Modeler

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This option launches Bizagi Modeler to open the diagram.

Show Comments

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Displays the comments panel. Refer to Comments for more information.

Show Documentation

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Displays the documentation panel. Refer to Documenting a process for more information.

Show Search

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Displays the search panel to perform Advanced searches over the current process.