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Managing Processes

Understanding Processes in CertHub​

Every process in CertHub follows a standardized structure that ensures consistency and traceability. Each process contains:

  • Basic information (name, category, location)
  • Process stakeholders (author, owner, reviewers)
  • Process content (goal & scope, process flow, related documents)
  • Version information and approval status

Let's look at how to work with processes in CertHub.

The Process Interface​

Process Interface Overview The process interface is divided into several key areas that help you manage and understand your processes.

Key Interface Elements​

  1. Category & Section Location

    • Shows where the process belongs in your QM Handbook
    • Displays current category and section
    • Can be changed during editing

  2. Process Name & State

    • Process title and abbreviation
    • Current revision number
    • Status (DRAFT/FINAL)

  3. Version Controls

    • View and manage drafts
    • Access version history
    • Perform version-related actions

  4. Process Stakeholders

    • Author: Creates and maintains the process
    • Owner: Responsible for process content
    • Reviewers: Team members who review changes
    • Formal Reviewer: Final approval authority

  5. Content Categories

    • Goal & Scope: Process purpose and boundaries
    • Process Model: Visual BPMN workflow
    • Background Information: Additional context
    • Linked Items: Connected processes, forms, documents, etc.

  6. Content Display

    • Shows the selected category's content
    • Main working area for process editing
    • Displays process flow when in Process Model tab

Working with Processes​

Creating a New Process​

As shown in the QM Module overview, you can create a new process by:

  1. Clicking the "+" button in the process list
  2. Selecting the category and section
  3. Providing basic process information

Editing a Process​

Only draft versions can be edited. To make changes:

  1. Access Draft Mode
    • Click "Current Draft" if one exists
    • Or create a new draft using the "Create Draft" button

Then you will se the following draft interface: Process Draft Mode

  1. Enter Edit Mode

    • Click the "Edit" button in the top right
    • The interface will switch to editing mode
    • All editable fields become active

    Process Draft Edit Mode

  2. Make Your Changes

    • Update process information
    • Modify the process flow
    • Add or remove linked items
    • Change stakeholders if needed

  3. Save and Release

    • Your changes are saved during the editing process
    • When you are satisfied you can do a minor release
    • If you want to make the changes new new approved version select the "Approve Major Release" action which is behind the "Actions" button in the top right

Editing the Process Flow​

The heart of each process is its visual workflow diagram. To edit the process flow be sure you are in a Draft and in Edit Mode:

  1. Select the "Process Model" tab in the content categories
  2. Click "Edit Process" to enter the editing mode
  3. This will open the process in the BPMN Process Editor

Process Image Edit

For detailed instructions on creating and editing process flows, including available elements, configuration options, and best practices, see the BPMN Process Editor documentation.

Version Management​

CertHub maintains a clear version history for all processes:

Draft Mode​

  • Make changes without affecting the live version
  • Multiple people can collaborate on drafts
  • Changes only become visible after release

Release Options​

  • Minor Release: For small changes (1.0 → 1.1)
  • Major Release: For significant updates (1.1 → 2.0) (requires approval -> Action > Approve Major Release)

For detailed information about versioning and approval workflows, see Approval and Versioning. .

Video Tutorials​

This tutorial walks you through creating, viewing, and managing Standard Operating Procedures (SOPs) in your Quality Management System. Learn how to navigate the QM Handbook, edit drafts, track version history, and handle approvals seamlessly. Plus, see how minor and major revisions work to keep your processes up to date.

This tutorial shows you how to easily create, edit, and link work instructions, SOPs, and process steps. See how everything in the system connects for full traceability, making your workflow more efficient. Plus, explore the process model and customize tasks to fit your needs.