The value of a process diagram depends on what you put into each node. Do not stop at just creating the shape of the diagram.
What you can configure on an Execution Node
- Node Name…What is done in that step
- Description…Supplementary information
- Duration…How long it takes
- Task Type…One of: Decision, Routine, or Automated. Used when considering improvements
- Badge…Indicates things such as Approval or Forbidden
- Assignment labels…Whose task it is
- Detailed process…Reference destination when breaking out into a separate process diagram
- Manual/Link…Teachme Biz manuals or Outside Links
Set assignment labels to enable Swimlanes
When you set assignment labels, you can switch to Swimlane view to rearrange and view tasks by who is responsible for them. Tasks are also color-coded by assignment label, making it useful when discussing the division of roles between departments.
Set Task Type in advance
Task Type (Decision, Routine, or Automated) is used for aggregation in improvement Reports. For nodes where this is not set, AI will estimate it from the content, but setting it in advance leads to more accurate aggregation.
Switch views when making edits
When entering information into nodes, node list view is well suited for the task. Since Duration and whether a Manual is attached are visible at a glance, it becomes easier to spot nodes with missing information.
If you are editing the flow itself, use the flow view. If you are reviewing how responsibilities are divided, use the Swimlane view. Switch views according to what you want to fix.
Related
Tell me about configuring nodes and edges
https://help.process.teachme.jp/hc/en-us/articles/61437158696857
Set the Task Type to drive improvements
https://help.process.teachme.jp/hc/en-us/articles/61439195743641
How to
Edit an edge label
https://teachme.jp/8/manuals/49771940
Set the duration of a node
https://teachme.jp/8/manuals/49771933
Set assignment labels on a node
https://teachme.jp/8/manuals/49771936
Set the task type of a node (Decision, Routine, or Automated)
https://teachme.jp/8/manuals/49771935
Edit a node description
https://teachme.jp/8/manuals/49771928
Edit a node name
https://teachme.jp/8/manuals/49771903
Set badges (Approval, Forbidden, and others) on an execution node
https://teachme.jp/8/manuals/49771899
Add, edit, and delete manuals and links on an execution node
https://teachme.jp/8/manuals/49689536