In this release:
Key Features and Enhancements
- Added a new Business Process template, which excludes the system selection and build data flow pages. Users can create a Business Process Record without adding systems or building the data flow chart/map. This streamlined approach will simplify the creation of a business process record while providing users the ability to create Article 30 and Business Process Summary reports.
- Added two new columns “Business Process Template Name” and “Template Type” to the Business Process list page.
- Added custom business process record questions and answers to the business process record .csv export.
New Business Process Record Template
Description:
This new Business Process Record Template, “Template Type 3”, will further simplify and streamline Business Process record creation by excluding the System selection and Build Data Flow pages.
Article 30 and Business Process Summary reporting will be available for records built using this template type.
To set up Template Type 3:
1. From the left side of the page, hover the mouse over the Data Inventory Hub icon, and then navigate Settings (1) > BP Templates (2).
2. From the top-right corner of the page, click Add New, and then enter a Template Name, Description, and select “Type 3” from the Template Type menu.
3. Click Next at the bottom of the page to navigate to the Custom Questions tab. From here, you can create a custom page which will be added to the Business Processes created with this template. The page can have up to 10 custom questions and answers.
4. Click Next to navigate to the Linked Business Processes tab, detailing a list of Business Processes that were created with this template. If it’s a new template, this page will be blank. Click Finish to create the template, which you will then see listed at the top of the BP Templates list page.
Business Process Template Name & Template Type Columns
Description: Two new columns have been added to the Business Process list page, making it easier to see which template type was used to create each Business Process Record. The column names are: \
- Business Process Template Name
- Template Type
1. From the left side of the page, hover over the Data Inventory Hub icon, and then select Business Processes.
2. To configure the columns that appear on the Business Processes list page, click the column configuration icon in the top right corner of the page, and then select the columns which you would like to display.
Note: To save as default view the current column configuration, click Save as default view.
Custom Business Process Record Questions & Answers on .CSV Export
Users that have added a Custom page to their Business Process records with custom questions and answers will be able to export this information as part of the Business Process Record .csv export.
Users can also filter the Business Processes list page by “Custom Pages” and “Custom Questions”, by selecting these items from the Filter menu.
To create a .csv export, check the box (1) to the left of the Business Process you’d like to export, and then click the export icon (2) in the top right corner of the page.
