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Create a new process

From the dashboard:

• select the + button in the top left
• a new window will open
• give the process a clear name using this suggested format: [School or Unit or Project]_[Process reference]_[Process name]

Example: Registry_R01_Student registration

This makes processes easier to find and understand.

Set a process owner

When you create a process, set a process owner. This usually starts as the person creating the process. It can be changed later to the person responsible for the process.

Select Create process to continue.

Add a description

Add a short description under the process title.

The description should explain:

• what the process does
• where it starts and ends
• why it exists

This helps readers understand the process quickly.

Tag the process

Tags help people find processes.

From the right‑hand panel:

1. select the + button
2. choose the correct School or Unit
3. add a Test tag for practice or training processes only

Build the process

Your process should show how the work happens now.

Include:

• real steps
• roles or teams
• systems and tools
• information used
• known issues 

Review the process with people who do the work to check it is accurate.

Use AI to create a draft (optional)

You can use AI to create a first draft of a process.

To use AI:

1. select Generate with AI from the left‑hand panel
2. select a prompt, type or paste steps, or upload images or voice using the icons

The AI creates a draft that you can edit and improve.

Add steps manually

Use the + button to add:

• steps
• decisions
• parallel paths
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Every process starts with a Start and ends with Success. You can add other endings if needed.

Add components to steps

Components show who does the work and what tools are used.

To add a component:

• click into the step text
• type @
• choose a role, team, system or information item

This links the step to reusable components in Ardoq.

Update or remove steps

To change a step:

• right‑click on the step
• choose to update, duplicate or delete it