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Define Objectives and Add Process or Value Stream Attachments and Notes

The purpose of the process or value stream can be found in the objectives and enhanced with relevant attachments and notes

Hylet Pistorius avatar
Written by Hylet Pistorius
Updated over a year ago

Process and value stream objectives allow users to describe the purpose, or mission statement, of the record.

In this description you can refer to attachments and add notes on a process level that are needed prior, or during, the process of completing the record.

To add process or value stream attachments and notes, click on the options icon below the word objectives at the top of the diagram content and select the item you want to attach. Enter the details as you would for the item you selected and when finished, the item will be attached to the objectives of a process or value stream.

In order to upload or link an existing attachment the user must have the create attachment permission enabled.

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