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Process mapping workbook
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Process mapping workbook
Process mapping workbook
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
Quality check
Exercise 9 - QA data
Instructions
Review and resolve the following issues by deleting the data points OR rearranging when they are created/updated in your process.
See an example
Watch a demo
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Number of issues found -
0
Issue
Data point
Step created
First step referenced
Delete field
Issue
Data point
Step created
First step referenced
Delete field
There are no rows in this table
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Access and security
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