User Manuals

Comprehensive guides for using the Holistika ERP system

Process Registry User Guide
Learn how to manage and track business processes in the Holistika ERP system

Introduction

The Process Registry module allows you to document, manage, and track all business processes within your organization. Processes are categorized by entity, area, and granularity.

Key Features

Creating Processes

Navigate to Processes → New Process. Fill in required fields: ID, Name, Type, Entity, Area, Owner, and Granularity.

Searching Processes

Use the search bar to find processes by name or ID. Apply filters for Entity, Area, Owner, Granularity, and Quality.

Process Hierarchy

Link processes using Parent fields. Processes can be organized as Projects, Workstreams, Processes, or Tasks.

Process Management

Edit, delete, or view process details. Track process quality, confidence, and frequency metrics.

Process Types

Process Granularity Levels
  • Project: Highest level, encompasses multiple workstreams (e.g., Web en NextJS)
  • Workstream: Collection of related processes (e.g., Domain management)
  • Process: Standard procedure with defined steps (e.g., High-Level Web design)
  • Task: Individual action items (e.g., Layout)

Quick Reference

Process Fields
  • item_id: Unique identifier (format: entity_area_type_number)
  • item_name: Process name
  • type: Internal or External
  • orientation: Employee or Customer
  • entity: Business entity (Think Big, Envoy Tech)
  • area: Department (Tech, MKT)
  • role_owner: Role responsible for the process
  • quality: Process quality rating (low, medium, high)
Common Actions
  • View Process List: Navigate to Processes
  • Create Process: Processes → New Process
  • Edit Process: Click Edit button on process card
  • Delete Process: Click Delete button on process card
  • Filter Processes: Use toolbar filters
  • View Process Details: Click on process name
  • View Process Documentation: Documentation → Process SOPs