The user creates the process, adds activities and tasks
This step depends on the process and is not mandatory: The process is reviewed, sometimes by additional subject matter experts
When the process is ready, either the process expert(s) or the process owner publishes the Process
The default review cycle is 12 months, but this can be changed before the process is published
30 days before the process review date is due, a task (reminder) is displayed to the process owner and process expert(s)
The process owner or process expert(s) click on the task which opens the process
The review is completed with one of two actions:
Changes are made to the process, and the process is published again
or
There are no changes required, and the owner or expert(s) click on the “Confirm Process Review” button in the process actions section
Publish the Process
In the right-hand side diagram content menu, select the action button. Select the Publish process button
A task is created and displayed 30 days before process review is due:
When process is reviewed, without changes:
When process is not reviewed on or before it's due date, the status becomes overdue:
NOTE:
Only published processes can become overdue. The logic is built into the application to check the review due date for published processes.