Understanding Business Assets > Business asset types > Process

Process

You can use a Process asset to document important business activities so that the activity can be contextualized through relationships. These activities allow business users to record the key reasons on why they consume data. Processes might include the name of a parent process, with a series of child processes that explain the key stages involved in executing that activity. Each individual process object can have its own set of relationships to explain key metadata associations.

For example, you can create a Process asset called 'New Employee Orientation' to provide business context to a file that contains activities for employee orientations.

You can rate a process asset to indicate your assessment of its quality, and add comments to share input on the data. This enables different users to collaborate on assets and make collective decisions on using the data. For more information about collaborating on an asset, see the Asset Management help.

You can view the number of open tickets and overdue tickets. Open tickets indicate the tickets pending in progress to track changes to the process. Overdue tickets indicate the tickets beyond due date that require your action. You can also view the lifecycle of the process asset to know the particular stage of the lifecycle in the asset workflow.

Overview tab

On the Overview tab, you can view basic information about the process.

The following table describes the properties of the Overview tab:

Field	Description
Parent	Another process under which the open process hierarchically fits.
Description	Description of the process. The size of the field can't exceed 1 MB.
Attributes	System and custom attributes of the asset.
Reference ID	Unique identifier for the process.
Duration	Duration required for the process, expressed in date and time.
Process Type	Type of the process. You can choose from one of the following process types: - Process. An entire process. - Step. A particular step in a process. - Control. An intermediate option within a process that determines the direction of the subsequent steps.
Step Type	Choose whether you are creating the starting step of a process, the ending step of a process, or a common step across the process.
Stakeholders	Users responsible for the process or interested in the process.
Asset Groups	One or more asset groups assigned to this asset. Use asset groups to give users access to a set of assets in the organization. You can assign asset groups to an asset if you are the stakeholder of the asset or if your organization administrator has granted you the Manage Access permission on the asset through access policies in Metadata Command Center.
Data Marketplace	Details of an asset's presence in Data Marketplace. If an asset is added to a data collection in Data Marketplace, you can view the details of the data collection. For more information, see the following topics: - To connect Data Governance and Catalog to Data Marketplace, see the Set Up Data Marketplace help in Data Marketplace. - To add an asset to a data collection, see the Working With Data Collections help in Data Marketplace.
Created By	User that created the process and the date on which it was created.
Updated By	User that last updated the process and the date on which it was updated.

If the organization administrator has configured custom fields for the Process asset type, you can see the fields on the Overview tab of the asset.

Hierarchy tab

See all the assets in the hierarchy of the Process asset. This includes the parent and child assets of the Process asset, along with the siblings of the child assets.

On the Hierarchy tab, the open asset is highlighted.

The tab also displays the count of downstream assets for the currently open asset.

Click the expand icon to view the upstream and downstream assets of the Process asset. Click an asset to open the asset on a new page.

The following table describes the properties of the assets on the Hierarchy tab:

Field	Description
Name	Name of the parent asset or the child asset.
Type	Type of the parent asset or the child asset
Description	Description of the parent asset or the child asset.

Relationships tab

On this tab, you can switch between grid view or graph view to view all the relationships that the process has with other business assets. Create relationships with other business assets if they can be used together to make business or governance decisions.

The following table describes the fields that appear in the grid view on the Relationships tab:

Field	Description
Name	Name of the related asset.
Type	Type of the related asset.
How It Is Related	Relationship between the other assets and the asset that you have opened. Hover the pointer over the arrows to see if the relationship is direct, indirect, inbound, or outbound. The term this asset refers to the asset that is open.
Hierarchy	Hierarchical path of the asset. Note: This column is hidden by default. To display the column, right-click the column header and select Hierarchy.

You can perform the following activities on the Relationships tab:

•Click the Filters icon on the top of the tab to apply filters to narrow the list of relationships. You can apply filters to view related assets of a praticular type, origin, or lifecycle stage. You can also view assets that are directly or indirectly connected to the asset or view by relationship label.

The direction of the asset can be inbound or outbound. The relationship created from the process to the related asset is called an outbound relationship. The relationship created from the related asset to the process is called an inbound relationship.

•Search for a related asset using the Search box.
•Click the Add icon to add a new related asset, or the Delete icon to delete an existing related asset.

Note:

You can delete only outbound direct related assets.

Relationship example

The following image shows a sample asset and the different types of relationships with other assets:

The Relationship tab on a business term asset. The Relationship tab shows different directional relationships the asset shares with other assets.

In the image, the business term 'Delivery Cost' is the open asset. The Relationships tab shows the grid view of all the assets related to 'Delivery Cost'.

1The highlighted policy asset 'Gov Policy 01' is related to the open asset through an inbound relationship. The orange arrow that points left indicates that the relationship between the business term 'Delivery Cost' and the policy 'Gov Policy 01' originated in the policy asset 'Gov Policy 01'. The relationship type is Regulating indicates that the policy asset is regulating the business term.
2The highlighted system asset 'Customer Call Analysis Reports' is related to the open asset through an outbound relationship. The blue arrow that points to the right indicates that the relationship between the business term 'Delivery Cost' and the system asset 'Customer Call Analysis Reports' originated in the business term 'Delivery Cost'. The relationship type is a Strategic Source for indicates that the business term is the preferred or recommended source of data for the system asset.

For more information about asset relationships, see the Relationships topic in the Asset Discovery help.

Process Map tab

View a visual representation of a process flow. The system generates a process map only if a process asset has a parent-child relationship with another process asset. The direction of the process flow is determined by the is Predecessor to relationship between the process assets.

The following image shows the process map for a process asset:

The Process Map tab of a Process asset. The start step of the process flow is expanded.

Process map navigation options

Data Quality tab

View aggregate and individual data quality scores for the data elements that are related to the process.

The Dimensions Latest Scores section shows the data quality score of the process for each data quality dimension. The Rules Against Target section shows the data quality score of the process against the defined target, which is the minimum acceptable data quality value for the asset to be considered good.

The Rule Occurrences panel lists all instances of data quality rules that are associated with the asset. The following table describes the properties of the Rule Occurrences panel:

Field	Description
Name	Name of the rule occurrence. If the rule occurrence is created from an automated rule template, the term Auto- is prefixed to the name of the rule occurrence.
Dimension	Data quality dimension for which the data quality rule is run.
Latest Score	Data quality score from the latest rule run.
Date	Date of the latest rule run.
Total Rows	Total number of rows on which the data quality rule is run.
Failed Rows	Number of failed rows as determined by the data quality rule run.
Primary Data Element	Data element on which the data quality rule is run. This data element is the input port for the rule in the integrated data quality system. The data quality score is always generated for the primary data element.
Primary Data Element Hierarchy	The hierarchy of the data element on which the data quality rule is run.
Secondary Data Element	Secondary input port for the data quality rule that is run on the Primary Data Element.
Description	Description of the rule occurrence.
Related Rule Template	Data quality rule template that defines the rule that is run on the data element.

On this tab, you can search for a specific rule occurrence by using the Search box.

Stakeholders tab

View users that have been designated as stakeholders for the process. Stakeholders are authorized users who are responsible for the process, and can approve or reject change requests for the process. If your role has permissions, you can add or remove stakeholders on this tab.

The following table describes the properties of the Stakeholders tab:

Field	Description
Name	Name of the user or user group.
Role	Role of the user or user group in the organization.
Email	Email address of the user. Note: This field does not appear for user groups.
User Origin	The origin of the users. For example, when a user logs in using SSO, the value for this field is displayed as SAML.

Tickets tab

View change request tickets that users have created for the process.

The following table describes the properties of the Tickets tab:

Field	Description
Name	Name of the ticket.
Description	Description of the ticket.
Type	Type of ticket.
Status	Status of the change ticket.
Current Task Owner	The stakeholders who are assigned to the tasks in the ticket.

You can filter the list of tickets by selecting available filters options. For more information about tickets, see the Workflows and tickets topic in the Asset Management help.

History tab

View changes that users have made to the process. The History tab provides an audit log that you can use for compliance requirements.

The following table describes the properties of the History tab:

Field	Description
Date	Created and last updated dates of the asset.
Event Type	Type of event that is performed on the asset. Event Types include the following: - Asset. Displays changes in the name, description, certification, or the reference ID of the asset. - Relationship. Displays additions, deletions, and the updates of the relationships between the assets. - Stakeholder. Displays additions and deletions of stakeholders to the asset.
Action	Actions performed on the asset: Actions on assets include the following: - Create. Displayed if the asset is created. - Updated. Displayed if the asset is updated. - Deleted. Displayed if the asset is deleted.
Current Attributes	Recently changed attributes of the asset.
Previous Attributes	Earlier attributes of the asset.
Changed By	User who performed any action on the asset.
Asset Name	Name of the asset.
Asset Path	Origin path of the asset.
Asset Type	Type of the asset.
From Asset Type	Source asset type for which the change is applicable. This is applicable when the event type is Relationship.
To Asset Type	Target asset type for which the change is applicable. This is applicable when the event type is Relationship.