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In this section, it is possible to perform the following associations the process:
In this section, associate the process characteristics. In order to do it, use the buttons placed on the right-side of this section:
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Click on this button to create a new characteristic. In order to do that, click on the arrow beside this button, select the type of characteristic that will be added:
▪Attribute: Select this option to create a new characteristic of an attribute type. Refer to the Creating an attribute type characteristic section for more details. ▪Variable: Select this option to create a new variable characteristic. Refer to the Creating a variable type characteristic section for more details. |
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Click on this button to add many characteristics of the same type (attribute or variable). To do that, when clicking on this button, select the characteristic type to be created. On the screen that will open up, click on the respective buttons to add lines; enter the data of the characteristics in each line. The data to be entered is mentioned in the Creating an attribute type characteristic and Creating a variable type characteristic sections, but the creation method is different because it is performed via spreadsheet.
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Click on this button to import characteristics that have been duly created. In that case, the characteristics may have been created through another process or through the File  Characteristic menu.
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Click on this button to edit the characteristic data. Select the desired record before clicking on the button.
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Click on this button to delete the association of the characteristic from the selected process. Select the desired record before clicking on the button.
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This section may only be used if the SE Competence component is part of the solutions acquired by your organization.
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The system displays on this tab the competencies required for executing process activities. The required competencies are represented, in the list of records by the  icon, while desirable competences are displayed with the  icon. See how to do it:
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Check the Enable competence control for process option in order to associate competences with the process and its activities. If this control is not enabled, it will not be possible to associate the competences.
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In the Level field, select the following options:
▪Current process: If this option is selected, competences associated with the process will be displayed on the screen. ▪Process activities: If the option is selected, competences associated in the process activities in questions will be displayed.
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To add competences to the process, keep the Current process option selected in the Level field. At this point, the following buttons will be displayed:
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Click on this button to associate a competence with the selected process. By clicking on this button, a selection screen will be displayed. Fill out the search fields, locate and select the desired competence. In the Required column, check if the competence will be required, or uncheck the checkbox from this column so that the competence becomes desirable.
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Click on this button to edit the competence associated with the selected process. Select the desired record before clicking on the button.
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Click on this button to switch the competence between required and desirable.
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Click on this button to delete the competence associated with the selected process. Select the desired record before clicking on the button.
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If the process containing this activity is not being used by a risk plan (SE Risk), then this section may be disregarded.
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If the process is being used by a risk plan (SE Risk), then, in this section it will be possible to associate, add, edit, or delete a risk control from the process. In the Display field, the following options are available to view the associated controls:
▪Process: Displays the associated controls of the process in question. ▪Process/Activity: Displays the associated controls of the process activities in question. ▪All: Displays the associated controls of the activities, sub-processes and sub-process activities. Use the buttons in this section to create the controls related to the process in question. It is worth remembering that the buttons will become enabled according to the security configurations of the risk plan.
Specific buttons:
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Click on this button to create an analysis or associate an existing analysis. On the screen that will open up, select one of the following options:
▪Create analysis: Select this option to create a control analysis. Then, select the Control and save the selection. ▪Associate analysis: Select this option to associate a control analysis already created in the system. Then, select the Control Analysis and save the selection. ▪Duplicate analysis: Select this option to create a control analysis already created in the system. Then, select the Control Analysis and save the selection. Refer to the SE Risk documentation for more details on how to create, associate or duplicate and analysis.
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Click on this button to edit the control analysis data. Select the desired record before clicking on the button.
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Click on this button to delete the control analysis. Select the desired record before clicking on the button.
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Click on this button to view control analysis data screen. Select the desired record before clicking on the button. This button will be displayed when the user does not have permission to add, edit or remove the control analyses in the plan.
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This section may only be used if the SE Competence component is part of the solutions acquired by your organization.
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This tab displays all courses required to execute the process. Courses required are displayed in the records list, with the icon, while the desirable courses are displayed with the icon. See how to do it:
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Check the Enable course control for the process option to associate courses with the selected process and its activities; if this control is not enabled, it will not be possible to associate courses.
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In the Level field, select the following options:
▪Current process: By selecting this option, the screen that enables associating courses with the processes will be displayed. ▪Process activities: If the option is selected, courses associated with the process activities in questions will be displayed. |
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To add courses to the process, keep the Current process option selected in the Level field. At this point, the following buttons will be displayed:
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Click on this button to associate a course with the selected process. By clicking on this button, a selection screen will be displayed, fill in the filters, locate and select the desired course. In the Required column, check if the course will be required, or uncheck the checkbox from this column so that the course becomes desirable.
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Click on this button to edit the association of the course with the selected process. Select the desired record before clicking on the button.
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Click on this button to switch the course between required and desirable.
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Click on this button to delete the association of the course with the selected process. Select the desired record before clicking on the button.
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This section may only be used if the SE Competence component is part of the solutions acquired by your organization.
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Indicators are data or numeric information that quantify inputs, outputs and performance of processes, products and of the whole organization, that is, numeric data established in the process that the user wishes to control. To add or remove an indicator of the process in question, use the following buttons:
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Click on this button to associate an indicator with the selected process. By clicking on this button, the system will display a screen with the scorecard type structure, on the left panel. Expand the types of structure until the desired scorecard is located. At this point, an element structure will be displayed on the main panel with the indicators of the previously selected scorecard. Select the indicators and save the selection.
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Click on this button to delete the indicator associated with the selected process. Select the desired record before clicking on the button.
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Click on this button to view the targets and measurements the indicator has. Select the desired record before clicking on the button.
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This section will display the requirements mapped in the process. This association is performed in the mapping of the SE Requirement component and allows associating only the processes that are related to the same business unit as the requirement.
Refer to the SE Requirement documentation for more details on requirement mapping.
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If the process containing this activity is not being used by a risk plan (SE Risk), then this section may be disregarded.
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If the process is being used by a risk plan (SE Risk), then, in this section it will be possible to associate, add, edit, or delete a risk from the process. In the Display field, the following options are available to view the associated risks:
▪Process: Displays the associated risks of the process in question. ▪Process/Activity: Displays the associated risks of the process activities in question. ▪All: Displays the associated risks of the activities, sub-processes and sub-process activities. Use the buttons in this section to create the risks related to the process in question. It is worth remembering that the buttons will become enabled according to the security configurations of the risk plan.
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Click on this button to create an analysis or associate an existing analysis. On the screen that will open up, select one of the following options:
▪Create analysis: Select this option to create a risk analysis. Next, select the Risk and save the selection. ▪Associate analysis: Select this option to associate a risk analysis already created in the system. Next, select the Risk analysis and save the selection. ▪Duplicate analysis: Select this option to create a risk analysis already created in the system. Next, select the Risk analysis and save the selection. Refer to the SE Risk documentation for more details on how to create, associate or duplicate and analysis.
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Click on this button to edit the risk analysis data. Select the desired record before clicking on the button.
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Click on this button to delete the risk analysis. Select the desired record before clicking on the button.
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Click on this button to view the risk analysis data screen. Select the desired record before clicking on the button. This button will be displayed when the user does not have permission to add, edit or remove risk analyses in the plan.
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