The user creates the process, adds activities and tasks
The process is reviewed, sometimes by additional subject matter experts
When the process is ready, either the process expert 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
The process owner or process expert 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 click on the “Confirm Process Review” button in the process actions section
Publish the Process
From the process action button, click on the publish button
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 due date, it 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