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This guide outlines how to effectively navigate the Klarity Process Index. This feature helps visualize and structure the end-to-end relationships between your organizational processes. By transforming unstructured knowledge into a structured, accessible format, Klarity helps create a “digital twin” of your organization’s operational structure — enhancing consistency, transparency, and governance. Your Process Index is the backbone that contextualizes how work is done, enabling the Advisor agent to conduct strategic analysis across thousands of processes.

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Accessing the Process Index

  1. Navigate to the Klarity Architect web application at app.klarity.ai/process-index.
  2. You’ll land on the Process Index page, displaying process names, owners, teams, and systems used.
  3. Click a process row to view its detailed overview page, including metadata like description and teams involved.

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Changing views

Navigate to the top-right of the Process Index section and select your desired view:
  • Table view — pivot style, nested tree structure.
  • Diagram view — visual, top-down tree structure.
  • Flat view — organizes everything around the granular leaf-node process.
Use Filter, Collapse All, and Expand All to focus and reveal nested levels.

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Filters

Click the Filter button at the top of the table:
  • My Processes: Toggle all processes or only yours.
  • Process Doc: Processes with or without a primary document linked.
  • Process Owner: Filter by specific process owners.
  • Systems Used: Filter by specific systems.
  • Teams: Filter by teams involved.

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Viewing process attributes & metadata

  1. Hover over any process column (e.g., team, systems used).
  2. A black information bubble lists all attributes, including child-process rollups.