How to work with processes and objectives

Table of Contents

Overview #

Use the Organization menu in ISOPlanner to describe the processes and objectives of your organization.

 

Processes #

Where to find it in ISOPlanner: https://portal.isoplanner.app/organization/processes

List your business processes here. For each process you can choose a parent process, creating a hierarchy. One way to organize your processes is by department, like “HR”, “Development” and “Sales”. Examples of processes are:

  • New employee onboarding process
  • Information security incident process
  • Software development process

 

For instructions on how to manage the list of processes, including on how to search, filter, remove and report, see list actions.

Properties

For each process, you have the following properties:

 

Related information

This pane which can be opened on the right contains more information related to a process. For example, in the ‘Library’ tab you can link documents to the process. That may include a document that describes your process. If the linked document lives in SharePoint, then you can include the document content in a tab in ISOPlanner with the process.

Also, in the ‘Context’ tab, you can link objectives, requirements, risks and controls to this process.

For more information on this pane, see Related information.

Tasks

When a process is opened, by default it shows a ‘Details’ tab. There is also a ‘Tasks & Events’ tab where you can create new tasks in the context of this process.

Objectives #

Where to find it in ISOPlanner: https://portal.isoplanner.app/organization/objectives

List your organization objectives here. For each objective you can choose a parent objective, creating a hierarchy. Examples of objectives are:

  • Achieve a high level of service user satisfaction
  • Maintain a high level of system reliability
  • Maintain the ability to recover the systems in the event of a disaster

 

For instructions on how to manage the list of objectives, including on how to search, filter and remove, see list actions.

Properties

For each process, you have the following properties:

 

Tasks

When an objective is opened, by default it shows a ‘Details’ tab. There is also a ‘Tasks & Events’ tab where you can create new tasks in the context of this objective.

Related information

This pane which can be opened on the right contains more information related to an objective. For example, in the ‘Library’ tab you can link documents to the objective. That may include a document that describes your objective. If the linked document lives in SharePoint, then you can include the document content in a tab in ISOPlanner with the objective.

Also, in the ‘Context’ tab, you can link KPIs, processes, requirements, controls and risks to this objective.

KPIs are available in the Business and Premium subscriptions

For more information on this pane, see Related information.