1.7 Creating Business Processes

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A business process is a collection of linked tasks which find their end in the delivery of a service or product to a client or a set of activities and tasks that, once completed, will accomplish an organisational goal. Business Processes can be linked to plans, objectives/outcomes, actions and KPI  used for aggregated reporting.

Step 1: Click settings button


Step 2: Click “Business Processes” 


Step 3: Then click “Create Business Processes”

Step 4: Enter the “Business Process Description”


Step 5: Enter a “Business Process Code”


Step 6: Enter the reporting line for the business process in the “Business Process Reporting To” field from the drop down menu.


Step 7: Click Create


See below example and output.


  1. By hovering over a Business Process  the “ edit, delete, add child” options are displayed.
  2. “Edit” allows for the changes to the Business Process details.
  3. “Delete” allows the deletion of a Business Process
  4. “Child” can add a reporting process of the current business process