Process management using Ardoq ShiftX
Learn how to understand, create, improve and manage processes using using these guides. Start at the top if you are new, or move to the level that fits what you need.
What is process mapping and Ardoq ShiftX
Process mapping shows how work happens step by step, so it can be understood and improved. is the University’s tool used to create and view process maps. It shows what happens, who is involved, and which systems are used. You don't need specialist skills to use it.
Access to Ardoq ShiftX
You need access to Ardoq ShiftX before you can view, create or update ShiftX processes.
- Visit if you have already been given access or
- Request access to Ardoq ShiftX
Level 1: Getting started with process mapping
Learn how process mapping works and why it is used.
These guides help you understand process maps and show you how to find, share and view processes in :
- Understand and improve workflows using process mapping
- Find and search for processes in Ardoq ShiftX
- Share and export processes from Ardoq ShiftX
Level 2: Creating and maintaining processes
Learn how to create clear processes and keep them accurate.
These guides focus on writing processes that are easy to follow and keeping them up to date over time:
- Design a clear and effective process
- Create and update processes in Ardoq ShiftX
- Maintain your processes in Ardoq ShiftX
- Add supporting content to processes
Level 3: Modelling and improving processes
Learn how to model more complex processes and use them to support change.
These guides help you show real-world behaviour and identify where processes can be improved:
- Model process logic in Ardoq ShiftX
- Improve existing processes in Ardoq ShiftX
- Use Focus views to analyse processes
Level 4: Governing and standardising processes
Learn how to apply standards and manage shared content.
These guides explain naming styles, shared components, and how to keep processes consistent across teams:
- Use house style for writing Ardoq ShiftX processes
- Understand components used in process mapping
- Manage demo processes for training
Get help and training
You can get support with creating, managing or improving processes, or request training on process mapping in for you or your team.
Contact the AI and Automation team at ai-automation@st-andrews.ac.uk for more information.