As-Is Process Documentation (Template + Field Definitions)

Discovery Deliverable Template: As-Is Process Documentation

Use this template to capture the current-state process baseline, including roles, steps, rules/approvals, and exception paths. This deliverable supports fit/gap analysis and stakeholder validation.

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Template

Process Name Actors/Roles Steps (ID) Conditional Rules/Approvals Exception Paths
Example: Hire Student HR Partner, Payroll 1. Enter Hire → 2. Route → 3. Approve Approval if hours > 20/week Return for correction if SSN missing
[Insert] [Insert] [Insert] [Insert] [Insert]

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Field Definitions

  • Steps (ID): List steps in order and include a simple step numbering/ID.
  • Conditional Rules/Approvals: Rules or approvals triggered by conditions (thresholds, worker type, funding, etc.).
  • Exception Paths: What happens when data is missing, invalid, or requires correction.

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