PD ISO/TR 26122:2008

Foreword
Introduction
1 Scope
2 Normative references
3 Terms and definitions
4 Undertaking work process analysis
  4.1 General
  4.2 Records dimension of work process analysis
  4.3 Scope and scale of work process analysis
  4.4 Participants and validation
  4.5 Responsibilities
5 Contextual review
  5.1 General
  5.2 Outcomes of the contextual review
6 Functional analysis
  6.1 General
  6.2 Analysis of the functions
7 Sequential analysis
  7.1 General
  7.2 Identifying the sequence of transactions in a process
  7.3 Outcomes of the analysis of the sequence
      of transactions in a process
  7.4 Identifying and analysing the variations to the process
  7.5 Outcomes of the analysis of variations to the process
  7.6 Establishing the rules governing the identified
      constituent transactions
  7.7 Outcomes of the analysis of the rules base
       for transactions
  7.8 Identifying the links to other processes
  7.9 Outcomes of the analysis of the links to other processes
8 Validating the analysis of the work process
  with the participants
  8.1 General
  8.2 Validation process
  8.3 Outcomes of the validation with the participants
Bibliography

Gives guidance on work process analysis from the perspective of the creation, capture and control of records.

This Technical Report provides guidance on work process analysis from the perspective of the creation, capture and control of records. It identifies two types of analyses, namely functional analysis (decomposition of functions into processes), and sequential analysis (investigation of the flow of transactions). Each analysis entails a preliminary review of context (i.e. mandate and regulatory environment) appropriate for the analysis. The components of the analysis can be undertaken in various combinations and in a different order from that described here, depending on the nature of the task, the scale of the project, and the purpose of the analysis. Guidance provided in the form of lists of questions/matters to be considered under each element of the analysis is also included. This Technical Report describes a practical application of the theory outlined in ISO15489. As such, it is independent of technology (i.e. can be applied regardless of the technological environment), although it can be used to assess the adequacy of technical tools that support an organization\'s work processes. This Technical Report focuses on existing work processes rather than on facilitating “workflow” (i.e. the automation of a business process in whole or part, during which documents, information or tasks are passed from one participant to another for action, according to a set of procedural rules as outlined in Reference [1] of the Bibliography).