How-to guide
Step-by-step guides for everything ProcessTrace does, from setting up your organization to keeping every process map up to date.
Download the whole guide as PDF
PDF in English.
- 01Get startedCreate your account and organization, invite colleagues and give them roles.Read the guide →
- 02Set up your systemsList the IT systems your processes run on, one row per version.Read the guide →
- 03Set up your instancesDescribe where your processes run: sites, entities, business units or system installations.Read the guide →
- 04Create and edit processesDraw a process once as a global template, then adapt it for each instance.Read the guide →
- 05Register changesRecord what changed and why, and link each change to the steps it affects.Read the guide →
- 06Review and publish versionsHave new versions reviewed and approved before they become the version in force.Read the guide →
- 07Compare versionsSee what changed between any two versions, and bring template changes into variants.Read the guide →
- 08Set up projectsGroup changes and processes by project, with links to other systems and notes.Read the guide →
- 09Your dataDownload everything at any time, and delete your organization or account.Read the guide →