2. Getting Started: Navigating Your Process Index

This guide outlines how to effectively navigate the Klarity Process Index. This feature helps visualize and structure the end to end relationship between your organizational processes. Learn to access, filter, and visualize your processes efficiently. 

By transforming unstructured knowledge into a structured, accessible format, Klarity helps create a "digital twin" of your organization's operational structure, enhancing consistency, transparency, and governance. 

Your process index is the backbone that contextualizes unstructured information of how work is done, enabling the Advisor agent to conduct strategic analysis across thousands of process.

Accessing the Process Index

1. Navigate to the Klarity Architect web application at https://architect.klarity.ai/process-hierarchy.
2. You'll land on the 'Process Index' page which displaying process names, owners, teams, and systems used.
3. Click on a process row (e.g., 'Sub-Task Test') to view its detailed overview page, including metadata like Description and Teams Involved.

Changing Views

To change views, navigate to the top-right of the Process Index section and select your desired view.

Table view provides a pivot style, nested tree structure of your process index

Diagram view provides a visual, top-down tree structure of your process index

Flat view provides a flat view of your index organizing everything around the granular leaf node process.

You can use the 'Filter', 'Collapse All' and 'Expand All' to focus and reveal all nested levels in the Table and Diagrams views.

Filters

To quickly find relevant processes, filter the list by clicking the 'Filter' button at the top of the table and navigate through the hierarchical levels (L1 to L5) to find specific sub-tasks. 

• My Processes: Toggles displaying all processes or only processes assigned to you as owner. 
• Process Doc: Processes with or without a primary document / current state linked.
• Process Owner: Show processes owned by specific process owners.
• Systems Used: Filter by processes which use a specific system.
• Teams: Specific teams involved in processes.

Viewing Process Attributes & Metadata

Linked process documents

To check if a primary document is linked to a process:

1. Ensure you are on the 'Table' view.  
2. A green icon in the 'PROCESS DOC' column indicates a linked document. 

Reviewing metadata and teams

To review the metadata associated with processes

1. Hover over any process column (e.g. team, systems used etc...)
2. A black information bubble will list all attributes associated with that process (this includes child process rollups)