process-based documentation method and system

摘要

A process-based method and system for mapping and documenting a business process integrates information from a plurality of sources into a process map in such manner that only those sources needed to perform the task at hand are accessed in turn through steps in the process map. Such sources may include, for example, forms, support documentation, tools, and internal and/or external web links, and any other sources needed to support the process. Business rules pertaining to the task at hand are built into the process steps. The method involves developing a process map, including a series of flow charts, that integrates all processes, sub processes, procedures, reference materials, and forms into a common repository. Advantageously, the method guides the user in step-by-step fashion as to how to use any attached information and tools to successfully complete the process, accessing sub levels of procedure level flow as needed, without requiring access to any other information, tools, or processes.