Create new processes or modify existing ones to maintain accurate and up-to-date operational records.
Navigate to "Clause Matrix"
Click "Add process" button
Input the process name
Add an optional process description which can be used by AVA for better clause mapping.
Select the process owner
Available Process Owners are identified in the User Management section.
If an individual has not accepted their invitation, you will not be able to select them as a Process Owner.
Choose a process risk level.
Process Risk is based on how defined the process is and how well it has achieved its intended results.
Select the auditors with potential conflict of interest
When an auditor is identified as having a potential conflicts of interest, the system will prevent them from auditing the identified process
Click "Save" to add the process
To edit a process, click "Edit process"
Select the process from the dropdown you wish to edit.
Select "Edit" to update the process name.
Select the description if you choose to edit.
If needed, click on process owner dropdown to choose a new one.
If needed, click on the risk level field to choose a new risk level for the process
If needed, select Auditors with a conflict of interest.
Auditor conflict of interest can also be identified in User Management for existing processes.
Click "Save" to update the process details
Click "Delete" to remove process.
A confirmation pop up to confirm deletion. Once you delete this process, all information associated with it outside of saved, completed audit records will be removed.
You're all set!
You've completed all 18 steps for Add or Edit a Process. If you have any questions or run into any roadblocks, our support team is here to help.
Contact SupportWhat's next?
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