How does the process module work (Audit)?

A good place to start managing your organization's risks is to identify processes, which are areas of work or tasks that are performed on a recurring basis.

With our process module you will be able to register the process, assign the type and category it has, describe in detail what it consists of, associate it with risks and designate the person responsible for the process. 

We explain how to register your processes in Pirani 👀.

How to register general information?

In the pop-up window you will find 3 mandatory fields that you must fill in on this board:

Name: this will allow you to easily identify it in the future.
Type: you can qualify it as strategic, mission or support.
Category: select if it is a macro-process, process or sub-process.
If the category is a process or sub-process, this field will appear:
Dependency: you must indicate which "Macroprocess" or "Process" it corresponds to. 
In addition to these fields you can add a description to better understand the process.

How to associate a responsible?

Associate the person responsible for supervising this process by clicking on the "Associate" button and associate all the people you consider necessary. 

How to perform the criticality assessment?

Rate the maximum tolerable downtime and critical activities of your process by going to the last section of the process creation.
⚡ Learn the step-by-step to perform the criticality assessment in the following tutorial Business Impact Rating.


Remember that this functionality is available in the Pro plan.

How to import or export processes?

Import process registers: To import your processes to the tool you must go to the top right side of the module and click on the "..." icon next to the "Create process" button.



It will redirect you to the "Import" section, here you can drag or import the document with all processes in .xlsx format.
⚡ Learn in detail how to perform the bulk import in the following tutorial How does the bulk import work?



Export process registers: Export your processes by clicking the "..." icon next to the "Create Process" button. Here select the "Export" option.
It will be automatically downloaded in .xslx format.

How to query a process?

To consult the information of your processes you must first consider whether you are looking for a macro, process or sub-process.



In case it is a macro process: click on the process marker you want to consult and on the right side you will see the "See more" button to see the general panel.


In case it is a process or sub-process: you must click on the macro-process or process to which it is associated, you can easily identify them because next to them you will find a document icon and finally edit the process or sub-process you want.

How to edit a process?

Select the process you want to edit and click on the "See more" button on the right side. There you will be able to:

Change the name of your process and its category.
Modify the description.
Associate or delete risks.
Assign or delete responsible persons.
Modify the criticality assessment of the process.

How to delete a process?

You can delete it by clicking on the name of the process you no longer want, and a trash can icon will appear on the right side. When you click on it, you will see a warning that all the information contained in that process will disappear, as well as its associations with other risks. Important: if your process contains other processes or sub-processes inside, these will be automatically deleted.

Create your processes in audit