Administration of references for process management

From the home page, click on "*Administration/ Reference Framework Management*" in the menu to expand the menu. This feature allows customization of form dropdown lists. All application dropdown lists can be customized from the reference framework manager.

Process List

The process list is defined in the "Action > Processes" reference framework

Process Categories List

Processes are grouped into categories (3 by default: Steering, Execution, Support) in the "Processus_Type" reference framework

After creating a process in the previous reference framework, it must be assigned to its category.

When editing a category, you must add it to the 'Processes' list, via the "+" icon as below:

Activities - Locations

Used in the "Function" reference framework, in the "Function_Location" parameter:

The activities of a function automatically appear in the "Location" column when adding a human resource.

Risks

The following reference frameworks are used in the risk module:

• Risks - Impacts: Used in an evaluation
• Risks - Probabilities: Used in an evaluation
• Risks - Categories: Used in a risk
• Risks - Controls: Used in an evaluation

Updated on: 23/03/2026