Creating and editing process models

Create and edit process models directly within a business process entry in Automation Hub, with availability varying by cloud platform.

Access to process models depends on the cloud platform you use. For details, refer to Feature availability.

Create and edit process models directly within a business process entry in Automation Hub using the built-in process model editor.

Prerequisites

• A business process entry already exists in Automation Hub.
• You have one of the following roles: Program Manager, System Admin, Process Owner, Process Submitter, Account Owner, Business Analyst, Project Manager, Citizen Developer, RPA Developer, or Solution Architect.

Creating a process model

1. Open the business process entry in Automation Hub.
2. Select the Documentation tab.
3. Select Create Process Model.
4. Use the process model editor to model your process.
5. Select Save.

Editing a process model

1. Open the business process entry in Automation Hub.
2. Select the Documentation tab.
3. Select the process model you want to edit.
4. Select Edit Process Model.
5. Make your changes in the process model editor.
6. Select Save.

Adding step details

You can document information for an individual task or step in a process model.

1. Select the task or step on the canvas.

2. In the details panel, add information about the task or step:

   • Files and links
   • Applications
   • Risks
   • Controls
   • Optimization notes
   • Roles responsible for the work

3. Optionally, assign one or more predefined or custom roles defined for your tenant.

Task details are saved together with the process model when you select Save.

Step detail fields

Field	Description
Files and links	Supporting material a person needs to perform the step, such as an SOP, a screenshot of the target screen, a work instruction video, or a deep link into the application.
Applications	The systems used to complete the step. Supports reverse lookup for change impact, for example identifying which processes are affected when a system is upgraded.
Risks	What can go wrong at the step.
Controls	The checks that mitigate those risks, such as a four-eyes approval above a value threshold, a system-enforced segregation-of-duties rule, or a monthly reconciliation.
Optimization notes	Pain points and improvement ideas known only to the people doing the work.
Roles	One or more predefined or custom roles indicating who is responsible for performing the step.

Result

The process model is saved to the business process entry and visible to all Automation Hub users with access to the entry. BPMN models created in Process Repository are fully compatible with Studio Web.