How to Create and Edit Process Steps in Enforcium

Each process in Enforcium consists of individual Action Steps, which are specific actions or stages the team completes as part of the process.

For example, a process for working with a new client could include:

New lead received

↓

Qualify lead

↓

Conduct discovery call

↓

Prepare proposal

↓

Sign contract

↓

Start client onboarding

For each step, you can define

• what needs to be done
• who is responsible
• what role the step plays in the process
• what value it creates
• which metrics it is connected to

To change the process structure or configure its steps, open the required process and turn on Edit mode at the top of the page.

In View mode, the process is available for the team to review and use.

In Edit mode, you can change its structure and configure individual Action Steps.

When you create or edit a step, the Action Step window opens. Here you can configure its main settings.

For each step, you can define:

• Step — the step name
• Process Stage — the role of the step in the process
• Value Impact Status — its impact on value
• Responsible positions — the positions responsible for the step
• Linked metrics — connected metrics
• Description — detailed information about the step
• Guidelines — internal instructions or links to additional resources

Click Save changes when you are done.

Use the Step field to name the specific action or stage.

Choose a name that makes it clear what should happen at this stage, even without additional explanation.

For example, instead of:

Client

use:

Qualify new lead

or:

Conduct discovery call

This keeps the process structure clear at a glance.

The Process Stage field defines the role of the step in the overall process cycle.

Four options are available:

• PLAN — preparation, definition, or alignment before execution.
• DO — execution of the main work.
• CHECK — reviewing the result or identifying issues.
• ACT — making improvements or finalizing the outcome.

For example:

Prepare for discovery call → PLAN

Conduct discovery call → DO

Review client requirements → CHECK

Update proposal based on feedback → ACT

Learn more about this logic in How Process Stages Work.

The Value Impact Status field shows what value a specific step creates.

Available options:

• CLIENT VALUE ADDED — improves the customer outcome or experience.
• BUSINESS VALUE ADDED — supports business operations and growth.
• WASTE — uses resources without a clear impact.
• N/A — the value impact has not been defined.

For example, a client consultation may be Client Value Added, an internal contract review may be Business Value Added, and manually duplicating the same data across several systems may be Waste.

Learn more in Using Value Impact Status.

Use Responsible positions to assign the positions responsible for the step.

For example, one process may involve several specialists:

Qualify lead → Sales Manager

Prepare proposal → Sales Manager

Prepare visuals → Designer

Review contract → Legal

Start onboarding → Customer Success Manager

You can assign multiple responsible positions to one Action Step when needed.

This is especially useful for processes that involve several roles or departments. Responsibility for each stage stays clearly defined within the process.

Use Linked metrics to connect an Action Step to one or more Enforcium metrics.

For example:

or:

A metric connection adds context to the step. The team can see what needs to be done and which measurable result the work supports.

Use Description to explain how the step should be completed in more detail.

You can add relevant context, conditions, rules, completion criteria, or any other information the employee needs.

For example, for Qualify new lead, the description could include:

• which criteria are used for qualification;
• what information needs to be checked;
• what counts as successful completion;
• when the lead should move to the next stage.

The step name shows what to do, while the Description can explain how to do it.

If a step requires a specific instruction or additional resource, use Add guidelines.

Two options are available:

• Create guideline — create an internal instruction for the step.
• Add link — add a link to an internal or external resource.

For example, Conduct discovery call could include a guideline with the call structure and a link to a notes template.

Prepare proposal could include a proposal template.

Update CRM could include instructions for completing the required fields.

This keeps the relevant resources directly within the process step where they are needed.

To change an existing Action Step:

• Open the process.
• Turn on Edit mode.
• Open the required step.
• Click Edit.
• Update the required settings.
• Click Save changes.

You can update responsible positions, descriptions, Process Stage, Value Impact Status, linked metrics, or guidelines as the team’s work evolves.

If an Action Step is no longer needed, you can delete it in Edit mode using Delete.

Before deleting a step, check that it is no longer part of the process and that any relevant information does not need to be moved to another Action Step.

When a position is assigned as responsible for an Action Step, the related process appears in the profile of the user who holds that position.

Under Job Description → Linked Processes, the employee can see the processes their position is involved in.

When a process is expanded, the specific steps connected to that position are shown.

This connects the Job Description to the employee’s actual operational work. The employee can see which processes they are involved in and which steps they are responsible for.

Imagine a New Client Acquisition process with a Conduct discovery call step.

It could be configured as follows:

The step now contains more than an action name.

It answers several key questions:

• what needs to be done
• who does it
• what role the action plays in the process
• what value it creates
• which result it supports
• where to find instructions for completing it

These Action Steps form the foundation of a clear and structured company process.