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Process mapping workbook
Pages
Introduction
Brainstorming
Exercise 1 - Identify a process
Exercise 2 - Make your roster
Exercise 3 - Add tasks
Exercise 4 - User stories
Sequencing
Exercise 5 - Create a timeline
Inputs and outputs
Exercise 6 - Task deep dive
Transitions
Exercise 7 - Methods and triggers
Reporting
Exercise 8 - Required reports
Quality check
Exercise 9 - QA data
Checkpoint
Process Summary
Access and security
Exercise 10- Data permissions
Tooling
Exercise 11- Design a solution
Next steps
Config
Base tables
Special views
Final summary template
Prelim summary template
Step only summary template
Archive
Next steps Jeremy
Process mapping workbook
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Exercise 6 - Task deep dive
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Instructions
Use the green navigation buttons to scroll step by step through
[ ]
. In each step, identify all the data point interactions that occur in each.
Be as detailed and specific as possible.
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Begin
[
]
[
]
Create
Field:
Added by:
None
➕
Update
Fields:
None
Updated by:
None
➕
View
Fields:
None
Viewed by:
None
Notif
ication
Sent to:
None
Fields included:
None
Trigger:
Create
0
Update
0
View
0
Notification
0
Create
0
Update
0
View
0
Notification
0
Next:
Transitions
Gallery
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