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# Process

A process entity is a standard set of actions or operations that moves the organization towards achieving a business objective.

When creating, searching for, or editing a process, enter or update information in the following sections:

- Summary. The fundamental information about the process.

- Compliance. The information about compliance requirements and if they are met.

## Summary

In the Summary section, enter the fundamental information about the process.

Figure A-14. Process Summary section

Table A-14. Process Summary fields
Field (*Required) | Description
--- | ---
Process No. | Read-only. A unique numeric identifier of the process.
Status | Read-only. The status of the process. New - The process is being defined but has not been submitted. Active - The process is active and currently being managed by its owner. Change Pending - The process is being modified. Cancelled - The process has been cancelled and its information is no longer valid.
*Process Name | A distinct and unambiguous name for the process that corresponds to standard industry usage.
Description | Information that describes the need and function of the process.
Parent Process | The Process Name of the process of which this process, hierarchically, is a child.
*Process Type | A definition of where the process is completed. Each process must be associated with a process type on creation. Direct - A process completed explicitly by the organization. Indirect - A process completed by a client or third party.
Owner | The full name of the person in the organization responsible for ensuring that this process is carried out. The owner is allowed to edit information about this process.
Created By | Read-only. The full name of the user who created the process entity.
Created On | Read-only. The date on which the process entity was created.

## Compliance

In the Compliance section, enter information about compliance requirements and if they are met.

Figure A-15. Process Compliance section

Table A-15. Process Compliance fields
Field | Description
--- | ---
Compliance Requirements | Zero, one, or more compliance requirements for the process. SOX - Sarbanes-Oxley Act. United States regulations for corporate financial accounting. FERC - Federal Energy Regulatory Commission. United States regulations for energy transmission. NERC - North American Electric Reliability Corporation. North American regulations for energy transmission. CPCU - Chartered Property Casualty Underwriter. Professional designation in the insurance industry. CAISO - California Independent System Operator. Regulations for California's power grid. HIPAA - Health Insurance Portability and Accountability Act. Regulations for privacy of personal information. PCI - Payment Card Industry Data Security Standard. Standards for the payment card industry.
Compliant | Indicates if the process conforms with the selected Compliance Requirements.

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