Process map templates

Audit-ready process map templates for ISO 9001, ISO 27001, SOC 2, HIPAA, GxP, ERP (P2P, O2C, R2R, H2R), SOPs, CAPA workflows, and change management. Approval-tracked, version-controlled, compliance-grade.

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ISO 27001 access control flowchart (Annex A.5.15) — An audit-ready ISO 27001 access control process flowchart aligned to Annex A.5.15. Documents request, business approval, technical provisioning, periodic review, and revocation with version control and approval workflow.
SOC 2 vendor management workflow (CC9.2, CC3.4) — A SOC 2-ready vendor management workflow: due diligence, risk assessment, contracting, ongoing monitoring, and offboarding — with approval gates and reviewer signatures captured for the Type II audit window.
ISO 9001 internal audit process (clause 9.2) — An ISO 9001 internal audit process flowchart aligned to clause 9.2. Documents audit programme planning, criteria definition, audit execution, finding routing, corrective action, and management review.
Procure-to-pay (P2P) process flow template — An audit-ready procure-to-pay (P2P) process flow template — requisition through payment — with approval workflow and version control. Built for ERP teams documenting AP processes for SOX, SOC 2, and internal audit.
Controlled SOP template — approval-tracked, version-controlled — A controlled SOP (standard operating procedure) template — purpose, scope, responsibilities, procedure steps, and references — with approval workflow, version control, and audit trail attached.
CAPA workflow template (corrective and preventive action) — A corrective and preventive action (CAPA) workflow template covering issue identification, investigation, root cause analysis, corrective action, preventive action, verification of effectiveness, and closure — approval-tracked end to end.
IT change management workflow (SOC 2 CC8.1) — A SOC 2-ready IT change management workflow: change request, impact assessment, approval, testing, deployment, post-implementation review — with approval signatures captured per gate.
Employee onboarding process flowchart — A cross-functional employee onboarding process template covering pre-boarding checks, IT provisioning, day one, first week and the day-90 probation review.
Purchase order process flowchart — Purchase order process flowchart: requisition, budget check, approval thresholds, supplier quotes, PO issue, goods receipt, three-way match and payment.
Change control process flowchart — A change control process flowchart covering request, impact assessment, CAB approval, implementation, verification and closure, plus an emergency route.
Employee offboarding process flowchart — A cross-functional offboarding flowchart with HR, manager, IT, payroll and facilities lanes: notice, handover, exit interview, access revocation, final pay.
Invoice approval process flowchart — A swimlane invoice approval process template: capture, duplicate check, three-way PO match, coding, approval by value, supplier queries, posting and payment.
Incident management process flowchart — A cross-functional incident management process flowchart covering logging, prioritisation, major incident escalation, SLA breach, resolution and closure.
Customer complaint process flowchart — A swimlane customer complaint process flowchart covering intake and acknowledgement, severity triage, investigation, resolution, CAPA, and confirmed closure.
Vendor onboarding process flowchart — Vendor onboarding process flowchart with swimlanes for requester, procurement, legal, finance and security, from vendor request to approved register entry.
Employee complaint process flowchart (grievance procedure) — Employee complaint process flowchart with swimlanes for employee, line manager, HR, investigator and senior management, from grievance raised to record closed.
Employee performance review process flowchart template — A swimlane flowchart of the employee performance review process, from cycle launch through self-assessment and calibration to rating, appeal and outcome.
Leave request process flowchart — Leave request process flowchart: submission with dates and leave type, balance and cover checks, manager approval, HR escalation, payroll and return to work.
Recruitment process flowchart: vacancy to offer accepted — A swimlane recruitment process flowchart from approved headcount to accepted offer, covering screening, shortlisting, interviews, checks and offer approval.
Training process flowchart — A training process flowchart: need identification, plan and budget approval, course selection, delivery, competence assessment, records and refresher dates.
Audit process flowchart — Audit process flowchart covering audit programme, planning, opening meeting, evidence sampling, finding classification, corrective actions and closure.
CAPA process flowchart (corrective and preventive action) — A CAPA process flowchart in five swimlanes: log and grade the issue, contain it, investigate the root cause, correct and prevent, then verify before closure.
Deviation management process flowchart — Deviation management process flowchart: detection, containment, classification, impact assessment, investigation, batch disposition, CAPA and closure.
Document control process flowchart — A document control process flowchart with Author, Reviewer, Approver, Document controller and End user lanes: drafting, approval, issue and periodic review.
Internal audit process flowchart template — Internal audit process flowchart template: risk-based audit programme, auditor independence check, fieldwork, nonconformities, corrective action and follow-up.
Quality complaint process flowchart template — A quality complaint process flowchart across five lanes: logging and acknowledgement, safety and reportability checks, investigation, remedy, CAPA and closure.
Quality control process flowchart — Quality control process flowchart: sampling per plan, incoming, in-process and final inspection, testing against specification, and nonconforming control.
Root cause analysis process flowchart — Root cause analysis process flowchart covering problem statement, containment, evidence, 5 Whys and fishbone, cause verification and handover into CAPA.
Risk assessment process flowchart — Risk assessment process flowchart covering scope and criteria, risk identification, likelihood and impact scoring, control effectiveness, the four treatment options and the review cycle.
Inventory management process flowchart — Inventory management process flowchart template covering goods receipt, put-away, reorder-point replenishment, cycle counting, stock adjustment and write-off.
Order fulfillment process flowchart template — A five-lane order fulfillment process flowchart: validation, credit check, stock allocation, picking and packing, dispatch, delivery, invoice and closure.
Procurement process flowchart — End-to-end procurement process flowchart: need and specification, make or buy, budget approval, tender or call-off, award, contract, delivery and review.
Purchase requisition process flowchart — Purchase requisition process flowchart: specification and GL coding, budget check, manager and threshold approval, procurement review and an urgent fast track.
Returns process flowchart template (RMA to refund) — Returns process flowchart template covering the RMA route from return request and policy check through inspection and disposition to refund or replacement.
Vendor approval process flowchart template — A vendor approval process flowchart template: questionnaire, quality and financial checks, risk tiering, audit, trial order and the approved vendor list.
Access request process flowchart — Access request process flowchart: role-based request, line manager and system owner approval, segregation of duties check, provisioning and recertification.
Bug triage process flowchart — Bug triage process flowchart: defect intake, reproduction, duplicate check, severity and priority, escalation, fix, code review, QA verification and release.
Change management process flowchart (ITIL) — An ITIL change management process flowchart covering RFC intake, standard, normal and emergency triage, CAB approval, scheduling, rollout and rollback.
Security incident response process flowchart — A swimlane flowchart of the security incident response process, from detection and triage through containment, eradication, breach notification and review.
Software release process flowchart — A software release process flowchart covering scope freeze, the automated test gate, staging and UAT, go/no-go approval, deployment, rollback and hotfixes.
Customer onboarding process flowchart — Customer onboarding process flowchart with swimlanes for customer, sales, onboarding, finance and support, from contract signature to steady-state account.
Expense approval process flowchart — A swimlane expense approval process template: receipt and policy check, line manager approval, value thresholds, duplicate check, VAT coding and payment.
Performance improvement plan flowchart (PIP decision tree) — Performance improvement plan flowchart: a decision tree covering capability or conduct, expectations, health factors, coaching and how a PIP review ends.
Document approval workflow decision tree template — A document approval workflow decision tree: editorial or substantive change, mandatory reviewers by document type, second approver, and training on release.
Root cause analysis flowchart (decision tree template) — A root cause analysis flowchart drawn as a decision tree: nine tests route a problem to 5 Whys, a fishbone, a fault tree, escalation or a documented stop.
Make or buy decision flowchart (decision tree) — Make or buy decision flowchart: a decision tree on core capability, capacity, fully loaded cost, IP risk and supply market, ending at five named outcomes.
Supplier risk assessment flowchart (decision tree) — Supplier risk assessment flowchart: a decision tree of data, access, spend, dependency and certification tests that set the tier and depth of due diligence.
Supplier selection decision tree template — A supplier selection decision tree: seven tests from approved supplier and tender threshold through to cost and risk, ending in five named sourcing outcomes.
Incident severity classification flowchart — An incident severity classification flowchart: a decision tree taking availability, scope, business impact and exposure tests through to P1, P2, P3 or P4.
Risk acceptance decision flowchart — A risk acceptance decision flowchart: was treatment evaluated, is the residual risk within appetite, who is authorised to sign it, and when acceptance expires.
Customer complaint escalation flowchart — A customer complaint escalation flowchart as a decision tree: nine tests on risk, repeat complaints, account value and payment limits, six named outcomes.
Customer support escalation flowchart (decision tree) — Customer support escalation flowchart: a decision tree of eight tests routing a case to first line, tier 2, engineering, the account owner or a duty manager.
Conflict of interest review process decision tree — Conflict of interest review process decision tree: actual or perceived, interest type, live decision, recusal or reassignment, escalation and review dates.
Emergency response flowchart: decision tree template — A decision tree for the first minutes of a workplace emergency: who is at risk, is it safe to approach, evacuate or shelter, and who gives the all-clear.
Equipment troubleshooting flowchart (decision tree) — Equipment troubleshooting flowchart: a fault-finding decision tree covering safety and isolation, fault codes, operator scope, first-line fixes and escalation.
Go/no-go decision process: launch readiness decision tree — A go/no-go decision tree template for launch readiness: who answers each question, and the branches to go, conditional go, pilot, no-go and abort outcomes.
Risk escalation decision tree template — A risk escalation decision tree covering tolerance, impact threshold, authority and urgency, with named outcomes from manage locally to raise as an incident.
Employee disciplinary process flowchart template — Employee disciplinary process flowchart: informal stage, investigation, suspension branch, hearing, an outcome from no action to dismissal, and appeal.
Employee training process flowchart (individual record) — Employee training process flowchart for one person's record: assignment and due date, mandatory or optional, attendance, competence check and refresher.
Training request process flowchart (request to booking) — Training request process flowchart: costed request, line manager relevance check, budget availability, threshold approval to L&D or finance, then booking.
Workplace incident reporting process flowchart (health and safety) — Workplace incident reporting process flowchart for accidents and near misses: first aid, reporting window, statutory report, investigation, corrective actions.
Incoming inspection process flowchart (goods-in quality) — Incoming inspection process flowchart for purchased material: goods-in hold, certificate checks, risk-based sampling, lab testing, concession and rejection.
Product recall process flowchart (recall vs withdrawal) — Product recall process flowchart: health risk assessment, recall or withdrawal, classification, regulator and public notice, retrieval, effectiveness check.
Manufacturing quality inspection process flowchart (shop floor) — Manufacturing quality inspection process flowchart for in-process and final checks: control plan sampling, hold and quarantine, retest, disposition, SPC.
Goods receiving process flowchart (goods-in to GRN) — A goods receiving process flowchart for the goods-in dock: booking-in, PO paperwork check, count and damage check, carrier claim, GRN and put-away to stock.
Supplier evaluation process flowchart (ongoing performance) — Supplier evaluation process flowchart for suppliers already in use: quality, delivery, cost and service KPIs, scorecard, review, improvement plan, de-listing.
Supplier selection process flowchart with weighted scoring — Supplier selection process flowchart template: long list, RFI shortlist, weighted RFQ scoring, site visit, total cost and selection recommendation.
Business continuity process flowchart: invoke to stand-down — A business continuity process flowchart covering continuity thresholds, the decision to invoke the BCP, BIA-led prioritisation, workarounds and stand-down.
Cybersecurity incident response process flowchart (SOC) — Swimlane flowchart of the technical cybersecurity incident response lifecycle a SOC or CSIRT runs, from alert triage to eradication, recovery and rule tuning.
Data breach response process flowchart (GDPR 72-hour clock) — A swimlane flowchart for personal data breach response: containment, the risk-to-individuals test, the 72-hour regulator notification and the breach register.
Disaster recovery process flowchart (IT systems) — A swimlane flowchart of the IT disaster recovery process: invocation criteria, RTO and RPO prioritisation, failover, data restore, validation and failback.
Employee access request process flowchart (joiner and mover) — Employee access request process flowchart for joiners and movers: HR-triggered request, role access profile, manager and owner approval, old-role removal.
IT help desk process flowchart (incidents and requests) — IT help desk process flowchart: one queue for incidents and service requests, with triage, priority, first-line fix, tier 2 escalation, fulfilment and closure.
Software deployment process flowchart: build to production — A software deployment process flowchart: build and version the artefact, quality gate, registry promotion, staging checks, canary rollout, automatic rollback.
User access removal process flowchart (deprovisioning) — User access removal process flowchart: leaver and role-change triggers, immediate revocation branch, shared accounts, licence reclaim and audit evidence.
Customer refund process flowchart (request to money returned) — Customer refund process flowchart: policy and window eligibility, manager goodwill approval, payment verification, refund to the original method, chargebacks.
Customer support escalation process flowchart (tier 1 to tier 2) — Swimlane customer support escalation process flowchart: first-line attempt, documented tier 2 handover, severity and SLA check, engineering escalation.
Sales lead qualification process flowchart: MQL to SAL — A swimlane sales lead qualification process flowchart: lead capture, ICP scoring, the MQL decision, SDR cadence, discovery, BANT or MEDDIC and AE handover.
Sales pipeline process flowchart: opportunity to closed won — A five-lane sales pipeline process flowchart from qualified opportunity to closed won or lost: discovery, demo, validation, pricing, discount approval, close.
Accounts payable process flowchart (full AP cycle) — Accounts payable process flowchart for the whole AP cycle: invoice intake, supplier master data, duplicate and PO checks, payment runs and month-end accruals.
Accounts receivable process flowchart (invoice to cash) — A five-lane accounts receivable process flowchart: credit check, invoice issue, payment terms, dunning, disputes, payment plans, cash application, write-off.
Contract approval process flowchart (approve, sign, execute) — A contract approval process flowchart for the stage after review: delegation of authority check, approver tiers, e-signature, execution and register filing.
Contract review process flowchart: intake to agreed terms — Contract review process flowchart: intake, value and risk triage, a playbook fast track, redlining, finance and risk review, negotiation rounds and handover.
Demand planning process flowchart (monthly consensus forecast) — Demand planning process flowchart template: baseline forecast, sales and marketing input, consensus review, gap reconciliation, sign-off and forecast accuracy.
Equipment breakdown process flowchart (unplanned failure) — Equipment breakdown process flowchart for unplanned machine failure: safe stoppage, downtime clock, repair-on-site and spares decisions, test and restart.
Equipment maintenance process flowchart — Five-lane equipment maintenance process flowchart: work request, planned or breakdown triage, job planning, spares check, permit to work and costed close-out.
Warehouse picking and packing process flowchart — Warehouse picking and packing process flowchart, released order to staged parcel: pick route, stock shortage and short-pick branches, packing, weight check.
Preventive maintenance process flowchart (scheduled PM) — Preventive maintenance process flowchart template: interval or meter trigger, planned work order, parts kit, isolation, PM task list, test and handback.
Production planning process flowchart template — Production planning process flowchart: demand plan to master schedule, a capacity check with overtime and subcontract routes, MRP, release and re-planning.
Returns management process flowchart (reverse logistics) — Returns management process flowchart template covering goods receipt against an authorisation, inspection and grading, disposition, supplier claims and credit.
Engineering change request process flowchart (ECR to ECN) — An engineering change request process flowchart: ECR justification, form, fit and function assessment, change board approval, ECN, effectivity and old stock.
New product introduction (NPI) process flowchart — New product introduction (NPI) process flowchart template: handover, manufacturability review, tooling, supplier qualification, pilot build and ramp-up.
Product development process flowchart (stage-gate template) — A stage-gate product development process flowchart: idea screening, business case, gate 1 go or kill, design, validation, pilot, gate 2 and launch review.
Project change request process flowchart (scope, cost, schedule) — A project change request process flowchart covering the change register, impact assessment, the tolerance decision, steering group approval and re-baselining.
Project closure process flowchart: delivery to sign-off — A project closure process flowchart: acceptance against criteria, snag list, handover and support, final invoicing, contract closure and sponsor sign-off.
Project risk management process flowchart (register to closure) — Project risk management process flowchart: log the risk, assess probability and impact, escalate, choose a response, review it, and close it or raise an issue.