Adding Information to Activity and Process References

You can add information to activity and process references for process context, activity fit, and target flow identification. This information helps you determine how a process or activity functions within your company and who to contact for more specific information.

In the Reference Table tab, you can add the following information to activity and process references:

Tab	Description
Details	Activity Reference: Friendly name - Friendly name for activity Department - Department responsible for executing this activity Role performing the activity - Who is performing the activity Cost per activity - How much activity costs Automatable - Can you automate this activity? Process Reference: Friendly name - Friendly process name
About	Activity Reference: Type - Type of activity Objective - Goal of the activity Context - Description of how the activity functions within the larger business process Dependencies - List prerequisites that must be done before this current activity can be completed Expected time to execute - Time it should take to execute this activity Execution time frame - Amount of time this activity can be completed Process Reference: Type - Type of process Objective - Goal of the process Preconditions - List prerequisites that must be done before this current process can be completed Expected time to execute - Time it should take to execute this process Execution time frame - Amount of time this activity can be completed
Logic	Activity Reference: Decision-making/Logic - Description of any decision-making activities Process Reference: Initiating event - Description of what triggers the start of this process Decision-making/Logic - Description of any decision-making processes
History	Activity Reference: Reference contact name(s) - Person(s) with the most knowledge about this activity Reference skill set(s) - Background and skills needed to accomplish this activity Process Reference: Reference contact name(s) - Person(s) with the most knowledge about this process Reference skill set(s) - Background and skills needed to accomplish this process

To add information to activity and process references:

From the Process Intelligence Navigation pane, click Data Management.

The Data Management page opens.
Click the Reference Table tab.
From the Reference drop-down list, select one of the following options:
Activity Reference
Process Reference
Click one of the following tabs:
Details
About
Logic
History
Click the Edit button next to the activity or process you want to edit.

The fields of the selected activity or process are now editable.
Add needed information and click Save .

A message appears stating that the updated values are saved.
Repeat this process for other activities and processes.