How to view a process specification

Overview

This article will explain how to generate a process specification report. This report documents how a process is configured, and includes information about how the process has changed over time. The most common scenarios where you might want to generate a specification report include (a) as documentation for important business processes (b) for risk , audit or compliance reviews (c) to facilitate the communication between teams and team members of how a process works and (d) to periodically review important business processes for correctness.

There are 2 ways to generate this report;

Steps

  • Open the process you want to generate a specification report for – you can read about how to do this here
  • Click on “Generate process document” button on the tool-bar at the top of the screen (this is in the “Home” tab group)
  • Once you click on “Generate process document” button, new separate browser window will be open with process specification report
  • You can also open process specification report by “right clicking” on the process in the process tree at the left of the screen, and selecting “Create process specification” from the menu
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