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How do I register a process?

The different types and levels of the various business processes can be recorded in the SBC Management System. The business processes can then be related to a research, processing or information system.

A process can have relationships in the management system with the tables below:

  • Investigation
  • Processing
  • Information system

Capturing a Process

  • Expand the menu under ‘Company’ and select the ‘Process’ option.
  • Click on the “+” and enter the data in the Process tab, as shown in the print screen.
  • Select the ‘Relationship’ tab to establish a relationship with the data cards this Process relates to.
  • Select the ‘History’ tab to see the data card audit trail.
  • Select the paper clip icon to upload supporting documents.
  • Select the text bubble icon to post a comment.

Do you have questions or need help? Feel free to contact us.