To edit existing processes, a user must have one of the following permissions in the Connect system:
- Process step editing
- Process editing
- Model Administration
- Administration
System administrators can change permissions for different users by going to People > Users.
1. Edit Process |
1.1 To open a process, access the Operations tab and click the Processes subtab, select the process you want to edit, and click Open.
If you have opened a process that has no additional drafts waiting to be approved, published, or deleted, a variety of editing options are available.
IMPORTANT: if the process already has a draft version (or a version that is awaiting approval/publication) please open this version to edit NOT the older published version.
1. 2 To access your editing options, click Start Editing.
1.3. A release management workflow appears. It gives you guidance on all the steps you need to take to publish a new version of your process. You can write a summary of what you intend to change. Click OK to start editing.
This makes a new draft version of your process and you can start editing the content. You can edit different parts of a process. The editing options available to you differ depending on the part of the process that you choose to edit.
2. Edit Details |
This option allows you to edit the core information about the process.
2.1 Click Edit > Process Details to edit the details of the process
*Image is for illustrative purposes only. Menu bar options vary based on your permissions or organisation's subscription.
This includes:
Examples can be found on How to create and publish a new Process in Holocentric Connect
Field |
Description |
|---|---|
| Process name | The title of the process. |
| Description | Detailed introduction to the process that provides context and scope. This appears at the start of the process start point. |
| External reference identifier |
A unique identifier or number for the process. Use this field when maintaining a specific numbering scheme or referencing from another system This field is optional. |
| Relevant documents | Supporting documents related to the process such as templates, forms, or reference materials. Documents must be uploaded or referenced to Holocentric Connect before they can be linked. |
| Managing Business Unit | The business unit that owns and is responsible for maintaining this process. |
| Related Stakeholders | Positions responsible for the process governance, including those who are Accountable, Approvers, Owners, or Reviewers |
| Governing Obligations | Legal, regulatory, or contractual obligations that mandate or influence how this process must be performed |
| Governing Policies | Internal policies or specific policy sections that provide guidance or requirements for this process |
| Governing Regulations | External laws, regulations, or standards that the process must comply with |
| Related Risks | Identified risks associated with this process, including operational, compliance, or strategic risks |
| Related Controls | Control measures implemented to mitigate the risks associated with this process |
| Summary | A brief, concise description that appears in browsing menus and search results to help users quickly identify the process. |
| Roles this is relevant to | Roles that have duties within the process. |
| Category | The classification or grouping used to organise processes within the system (e.g. by function, department, or process type) |
| Required reading (for customers with Attestation only) | When enabled, this setting mandates that all users in relevant roles must read and acknowledge this process as part of their compliance requirements. |
| Keywords for 'Search' | Search terms that users might enter to find this process. Include synonyms, abbreviations, and related concepts to improve discoverability. |
| Remove from view |
Tick the box to hide the item. This will make the item only visible to users with Administrator permissions. Hidden items are:
|
2.2 Click Save when you are done editing to commit the changes.
*Image is for illustrative purposes only. Menu bar options vary based on your permissions or organisation's subscription .
3. Edit Sequence |
This option allows you to edit your process map. Use the different functions at the bottom to edit the map. This edit option allows you to:
- Delete a step using Delete
- Change the order of the steps using the arrows
- Change the connections between steps and decision points using Connect to
- Add a new step/decision
3.1 Click the Edit > Steps to open the sequence editor
*Image is for illustrative purposes only. Menu bar options vary based on your permissions or organisation's subscription .
3.2 Use the arrows to change the order of the step
*Image is for illustrative purposes only. Menu bar options vary based on your permissions or organisation's subscription .
3.3 Click the pen icon to update connections to connect to a new process, update existing connections, or add an additional connection for a process step.
3.4 Click + (plus symbol) to add a new process step or gateway
3.5 Click Save when you are done editing to commit the changes.
4. Version |
4.1 You can edit the version control information for the process. Access the Version subtab and click Edit.
*Image is for illustrative purposes only. Menu bar options vary based on your permissions or organisation's subscription .
4.2 Make the necessary changes. When editing Version you can add/edit:
- which user approved the process
- the date on which the process was approved
- summary of previous content changes
- the date of next review.
4.3 Click Save to commit changes.
NOTE: Please note that the location of your editing options depends on how you have chosen to view your process.