12.2.1.2 Create a Process – New Button

A Process is an organized group of related activities, tasks and procedures, that together create a result of value to the customer, and once completed, will accomplish an organizational goal. In the context of EPC, Processes can be under a set, or under another process as a sub-process. There can be many levels of processes; these are arranged in a hierarchical structure to simplify navigation and organization.

Modelers can create new Processes on the WebApp, using one of the following ways:

1. Via the New in the top-right of the EPC WebApp, which we will talk about here.
2. Via a right-click on a process or process set in the hierarchy tree
3. Via the Details page of a Set or Process.
   

Creating a Process using the New button:

*Ensure you are given the permission to be a Modeler, the displayed content is set to Show Latest, and your editing tool is the Web.

1. Navigate to the New button on the top-right of the EPC WebApp page.

2. Navigate to the Process box and click on the icon. Another drop-down menu will appear with the two different objects that can be created within the Process Module. Click on the “Process” box to create a new Process.

3. A window will be generated where you can input the information about the new Process.

4. Type the name of the Process on the “What is the name?” field and select a parent Process. Without a name and a parent process, the process can’t be created.

*The new Process window has three tabs, General, Properties and Flow Objects. Under each tab there are different sections where the Web Modeler can input detailed information about the process. To learn more about each section and how to input information, click here

5. Next, you can:
a) Click on the button to create and close the new Process.
b) Click on the button to create and map the new Process. If you choose this option, it will directly take you to this page for you to complete the graph:

c) Click on the Flow Objects tab, where you can add flow objects, name them, write a description and assign the responsible role. A Swimlanes Map preview will be generated as you add flow objects, to give you a glance of what the process map will look like once created:

6. The new Process “Budgeting” is now on the Process tree structure. This process is currently a draft. To learn how to publish Process objects, click here