How to Document the Design of a Process

Document created by rich_patterson Employee on Mar 11, 2015Last modified by dave_lesshafft on Mar 1, 2016
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How to Document the Design of a Process
Here is an article on Process Design.


We suggest using the "Export to Excel" feature of a map to help you build/maintain your documentation...


To document a map, you could build a table, with the target/destination fields on the left, and then showing, which source fields populate them on the right.


You may also consider documentation for the process as whole, including but not limited to:
• Functional overview
• Design assumptions
• Flow descriptions including critical or nonobvious step configurations
• Deployment considerations such as environments and extensions
• Testing considerations
• Error handling/recoverability/retry considerations