1. To initiate editing of a process, open the process and click Start Editing. This will activate the Release Management process. Write a summary of what will be changed (you can change this later if needed). Click OK to proceed with editing. This will create a draft version of the process.
2. Click Edit. The process map will appear.
3. Edit the process using the editing options outlined below.
Process details
The Process Details subtab allows you to add or edit the following:
- Process name
- Description
- External reference identifier
- Relevant, documents, stakeholders, obligations, roles, policies, regulations, risks and controls
- Managing Business Unit
- Summary
- Relevant Roles
- Required reading
- Category
You can also use this section to:
- Add Keywords for ‘Search’
- Hide the process from view
Once you have made your edits, click Save to commit the changes.
Steps
The steps tab allows you to edit the process map. Double click any Step or Gateway you need to edit. This activates the editing interface.
For each step you can edit:
- Step name
- Step number
- Connections to other steps/gateways
- Description
- Roles and interactions
- Relevant work instructions, documents, systems, obligations. Policies, regulations, risks and controls.
Once you have made your edits, click Save to commit the changes.
4. Provide a summary of the process and click Send for Review.
5. Approve the process as per the standard Release Management process.