Do's and Don’ts overview
Do's
Administer the process architecture:
Set up and modify categories (including permissions).
Create, modify, and version main processes.
Release and expire main processes and sub-processes.
Delete and move main and sub-processes within their architecture.
Modify responsibilities which are automatically inherited from the level above.
Administer objects:
Create, modify, and version objects in tabular or hierarchical structure.
Release and expire objects.
Delete and move objects within their hierarchy.
Consolidate objects (NOTE: only objects in version 0.1 can be consolidated).
Change attributes in released processes without versioning (audit-proof):
Attributes that can be edited without re-release are responsible, author, start/end of validity, scope-filter (responsible organizations, locations, tags).
Set up Customer Experience Management:
Create, modify, and delete touchpoints.
Create, modify, and delete sales channels.
Create, modify, and delete stakeholders.
Apply sorting function.
Create or generate uploaded documents for guidelines/manuals in PDF format.
Maintain ID provider.
Clean up processes, objects, and hierarchy to keep them up to date.
Clean up ‘orphaned’ view (should be empty).
NOTE: We recommend creating a maximum of 50 elements per level in hierarchies (processes/objects).
Don'ts
No more than one architect should consolidate objects in the same navigation simultaneously. Otherwise, there is a risk of consolidating objects mutually, which can lead to data inconsistencies.
No more than one architect should move or delete elements in architectures/hierarchies (of processes or objects) simultaneously (e.g., categories or processes/objects that have not yet been released) - under no circumstances should elements be moved in parallel in the same branch. This also applies to moving from the ‘orphaned’ view.
When deleting subtrees (processes, objects, categories, or similar), all child elements should have been deleted or moved before. The same applies to setting the status to ‘expired’.