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Step-by-step answers for PVology, written for what you are trying to do.
Processes
- How to create a processOpen Processes → New process, start from blank or a template, work through Start, Purpose and function, Inputs, outputs and systems, Ownership and review, SIPOC (optional) and Access, then choose Create process. It gets a reference (PRC-0001 …).
- How to create a SIPOCOpen the process, choose SIPOC, list Suppliers, Inputs, Process steps, Outputs and Customers, and choose Save SIPOC. Its steps can become the first draft of the current-state map.
- How to design a future-state process without losing the current stateOn the process's Maps tab choose Design the future state. It starts as a copy and never overwrites the current state. After the change has been tried, choose Adopt as the current state on the future map; a new current version is made and the earlier one is kept.
- How to link KPIs, controls and risks to a process and add local measuresOn the Measures tab link StrategyPulse KPIs (read live) or add a local measure with a run chart; Promote to StrategyPulse makes it a formal measure. On Controls & risks link Governance & Assurance controls, risks and obligations. Nothing is copied.
- How to map a process (current state)Open the process → Maps → Map the current state. Add each step with its role, system, input, output, times, value class and losses; the swimlane diagram is drawn from the list. Publish it when it is right; a published map is kept and changed only by a new version.
- How to read the value stream summary and mark lossesOn a map, Value stream summary shows work time, waiting time, handoffs and the value-adding share, only when every step has the figure; otherwise it says how many steps have times. Losses or waste at this step uses your organization's loss types.
- How to run a process reviewOn the process's Reviews tab choose Plan a review with the date and reviewer. When it is held, record what was found by area and the conclusion, choose Complete review and add follow-up actions; they are shared PVology actions.
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