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Process Documentation Form

This document is a process documentation form that is used to describe a process, its objectives, related processes, inputs, outputs, applications used, owners, accounts, narrative, risks, controls, and observations. The form includes sections for an overview of the process and its category (mega, major, sub), related processes, inputs and outputs, IT applications and owners, financial accounts, a narrative of the process flow, identified risks, existing controls, and areas for improvement.

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sarvjeet_kaushal
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107 views2 pages

Process Documentation Form

This document is a process documentation form that is used to describe a process, its objectives, related processes, inputs, outputs, applications used, owners, accounts, narrative, risks, controls, and observations. The form includes sections for an overview of the process and its category (mega, major, sub), related processes, inputs and outputs, IT applications and owners, financial accounts, a narrative of the process flow, identified risks, existing controls, and areas for improvement.

Uploaded by

sarvjeet_kaushal
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
Download as pdf or txt
Download as pdf or txt
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Process documentation form

Process
overview

<Enter a summary description of the process and its objectives. Indicate its level using the
Process category boxes below. Mega processes relate to the entity-level operations
associated with the business, e.g., Purchasing. Major processes serve to define the
activities that need to be performed at a function/business unit level to support associated
mega processes. An example of a major process would be accounts payable. Major
processes consist of a number of sub-processes, which determine, at a detailed level, how
specific tasks are performed, e.g., the reconciliation of invoices to purchase orders.>

Process
category

Related
process 1

Major
process

Mega process

<Insert the Mega, Major or Sub-Process related


to the process described above>

Related
process 2

Sub process

Doc.
Ref.

<Insert the process


documentation form ref
produced for the related
process>

Doc.
Ref.

Inputs

Outputs

<Summarize the key inputs to the process>

<Summarize the key outputs from the process and


consider whether the outputs align with the process
objectives>

Associated IT applications

Process owner(s)

<Describe the IT applications used to support the


process including, any automated controls, system
reporting or other functionality that helps the timely
and effective operation of the process. >

<Detail the personnel responsible (name and position)


for managing the process and associated IT
applications>

Associated financial accounts


<If applicable, list the financial account names and numbers associated with the process. Also list any
standard journal entries associated with the process.>

Larsen & Toubro

Process Narrative

Process narrative
<Describe the process from beginning to end noting the key steps and activities performed. Record the key
work products and responsibilities, and build an understanding of the process understanding by designing
questions using - What, When, How, Where, Who and Why.

For example: What are the steps performed to achieve objective x? When are these steps performed
(frequency/timing)? How are they performed (any systems used?) Where are they performed (physical
locations)? Who is responsible for their performance and review? Why is the process performed in that
order? Consider the use of a process flowchart to illustrate the key steps (attach the flowchart to this form)
and link the narrative to the flowchart.>

Risks
<Summarize the risks associated with the process>

Controls
<Summarize the controls used throughout the process (indicate who performs the control and whether it is
manual or automated and prevent or detect)>

Observations
<Document any observations/improvement areas identified during process understanding>

Larsen & Toubro

Process Narrative

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