Critical process refers to a key business process or operation that is crucial for the firm's ability to function and deliver its products or services, maintain the day-to-day operations and ensure business continuity.
1. Add critical process
Option 1: Global Add button
Select top right Add > Critical process
Option 2: Add critical process in Overview page
In Overview page > select Add a critical process
Option 3: Add critical process under an important business service
Navigate to the Important Business Services tab > select the specific IBS > navigate to Critical processes tab > Add a critical process
2. Fill out critical process form
Admins need to fill out all the mandatory fields in the critical process form before saving the record.
Number - enter a unique number for this critical process
Record Status - select Active / Inactive
Owner - select an owner from a dropdown list of all positions that have edit access to the parent IBS
Important business service - select an important business service from a dropdown list
Title - enter a title / name for this critical process
Status - select Business as usual / Contingency
Description (optional) - enter a description for this critical process