Viewing About and History Information in the Process Summary Tab

In the Process Summary tab, you can view how activities and processes function within your company and who to contact for more specific information in the About and History tabs.

This information was uploaded from the Reference Table tab on the Data Management screen. For more information, see Adding Information to Activity and Process References.

If this information was not added to the Reference Table tab, you can add the missing information in the Process Summary tab by clicking the Edit button in the About and History tabs.

Adding Information to the About Tab

In the About tab, you can add the following information to the About tab if the fields are not populated:

Field	Description
Process Name or Activity Name	Process or activity name
Description	Process or activity description
Context	Description of how the activity functions within the larger business process Activity option only
Type	Type of process or activity
Dependencies	List prerequisites that must be done before this current activity can be completed Activity option only
Preconditions	List prerequisites that must be done before this current process can be completed Process option only
Responsible Department(s)	Department(s) responsible for executing this activity
Expected Time To Execute	Time it should take to execute this process
Execution Time Frame	Amount of time this process or activity can be completed
Initiating Event	Description of what triggers the start of this process Process option only

Adding Information to the History Tab

In the Reference Table tab, you can add the following information to the History tab if the fields are not populated:

Field	Description
Process Name or Activity Name	Process or activity name
Reference Contact(s)	Person(s) with the most knowledge about this process or activity
Reference Skill Sets	Background and skills needed to accomplish this process or activity