These templates are applicable to the process module. Templates include:

  • Standard Operating Procedure
  • Process Audit Trail
  • Snapshot
  • Analysis
  • Summary
  • System Requirement
  • User Acceptance Test
  • Process Map

Standard Operating Procedure

This Standard Operating Procedure is a reference document for the process presented below. It provides operational teams with directives relating to their roles and responsibilities, illustrates interrelations between activities, and presents associations with other business objects. This template includes:

  • A cover page
  • Process Governance
  • Introduction
  • Objective of the document
  • Description
  • Goal of the process
  • Associated Business Objects
  • Rasci Matrix
  • Process map
  • Procedure (description of flow objects of the process)
  • Modification History
  • Approval Entries
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Process Audit

This template can be used to obtain an overview of the process for audit purposes. This template includes:

  • A cover page
  • Process overview
  • Revision history
  • Process description
  • Rasci Matrix
  • Related Associations
  • Procedure
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Snapshot

This template provides a quick overview of the process and is meant to be a short summary of the process. This template includes:

  • A cover page
  • Process overview
  • Revision History
  • Goal, Description
  • Categories, Localization
  • Scope
  • Process Level Documentation
  • Process Map
  • Procedure
  • Rasci Matrix
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Analysis

This template provides an analysis report for a process. This template includes

  • Cover page
  • Table of Contents
  • Process History
  • Rasci Matrix of Process Activities
  • Purpose, goal and map of the process
  • Acronym & Glossary
  • Role & Responsibility
  • Process Map
  • Triggers and Outcomes
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Summary (2 column)

This template provides a summary report for a process. This template includes

  • Process Map of Activities
  • Summary of the Process
  • Procedure
  • Risk and Compliance
  • Systems
  • Rasci
  • Timeframes & Cost
  • Inputs & Outputs
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System Requirement

A system requirements document is a document containing all the requirements to a certain product. It is written to allow people to understand what a product should do. SRDs are most frequently written for software products, but can be used for any type of product and also for services.

This template provides a summary report for a process. This template includes

  • Cover page
  • Goal
  • Scope
  • Reference
  • Process description
  • Functional Requirements
  • Process Level Requirement
  • Activity Level Requirement
  • Process Map
  • Rasci Matrix
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User Acceptance Test

User Acceptance Testing (UAT) document is the final phase of testing after functional, integration and system testing is done. It is performed by the end user or the client to verify/accept the software system before moving the software application to the production environment.

This template provides a summary report for a process. This template includes

  • Cover page
  • Goal
  • Scope
  • Reference
  • Process description
  • Functional Requirements
  • Process Level UAT
  • Activity Level UAT
  • Process Map
  • Rasci Matrix
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Process Map

This template provides process maps. This template includes:

  • Process Map
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