ℹ️ This feature is only accessible to Administrators and members of IBS Security Group with Edit rights.
Critical processes refer to the key business processes or operations that are crucial for the firm's ability to function and deliver its products or services, maintain the day-to-day operations and ensure business continuity.
There are two options to add a critical process:
Option 1: Add from Overview tab
In Overview page, select Add a critical process.
Complete the required fields as described in the table below. Optional fields are not mandatory but can be filled in as needed.
Field Name | Description |
Number | Enter a unique number for this critical process. |
Record Status | Choose Active or Inactive. |
Important Business Service | Select an important business service from the dropdown list. |
Owner | Select an owner from a dropdown list of all positions that have edit access to the parent important business service. |
Title | Enter a title / name for this critical process. |
Status | Choose Business as usual or Contingency. |
Description (Optional) | Enter a description for this critical process. |
Click Add to save the critical process record. 🎉
Option 2: Global ➕ Add menu
Click the global ➕ Add menu at the top right, then select Critical process.
Complete the required fields as outlined in Option 1 above and click Add.