How does the process module work (Audit)?

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.

How to Import or Export Processes

Importing Process Records:
To import your processes into the tool, go to the top-right corner of the module and click the “…” icon located next to the “Create Process” button.

You will be redirected to the “Import” section, where you can drag and drop or upload the document containing all processes in .xlsx format.

⚡ Learn in detail how to perform a bulk import in the following tutorial: How does bulk import work?

Exporting Process Records:
Export your processes by clicking the “…” icon located next to the “Create Process” button. Then select the “Export” option.

You can also apply filters to your processes and export only the records that match the selected criteria.

The file will be automatically downloaded in .xlsx format.

Se descargará automáticamente en formato .xslx.

How to View a Process

To view the information of your processes, you must first identify whether you are looking for a macroprocess, process, or subprocess. Within the module, these are displayed in a hierarchical structure, allowing you to easily navigate between each level.

If it is a macroprocess:

Click on the macroprocess you want to review. There you will find the “v” button, which allows you to expand and view the associated elements, such as processes and subprocesses.

This structure makes navigation and information search easier, as it allows you to visualize the relationships and traceability between the different levels of the process. In addition, you can use the filters to more easily find the process you need.

How can I filter my process?

In the search bar, you can find processes by name or code. You can also select the level at which you want to perform the search: macroprocess, process, or subprocess.

Additionally, you have the option to filter by tags associated with macroprocesses, processes, or subprocesses to find the information more quickly.

You can also filter by process type.

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.