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New Process Model

Open new graph canvas to create a process model

Open Locally Saved Process Model

Open process model file saved on local hard disk.

Save Process Model to Adeptia Server

Save Process model to the Adeptia Server.

Save process Model Locally

Save process model on local hard disk.

Generate PDF

Generate PDF file of the process model diagram.

Synchronize with Adeptia Server

Synchronize a list of process models in Adeptia Server.

Maximize/Restore Flow Canvas

Maximize and restore graph canvas.

Undo

Undo the last action.

Redo

If you later decide you didn't want to undo an action, click the Redo button.

Zoom In

Zoom In the Graph Canvas area.

Zoom Out

Zoom Out the Graph Canvas area.

Events

An event is something that "happens" during the course of a business process. Events influence the flow of the process and usually have a cause (trigger) or an impact (result).

Start End



Intermediate Error

Activities

An activity is work that is performed within a business process. The rectangle image displayed in the next column is used to depict an Activity in a Process Model.

Activity

Gateways

A Gateway is used to control the divergence and convergence of a sequence flow. Thus it determines branching, forking, merging, and joining of paths.

Gateway

Flows

A flow (control flow) is used to show the order that activities are performed in a business process. There are four types of flows:

• Sequence flow
• Default Sequence flow
• Association flow

Artifacts

Artifacts do not have any direct effect on the Sequence flow or message flow of the process. They are used to provide additional information for the reader of the Process Model diagram. You can add any amount of information in this element. However, you cannot add any color to the text. To view the information, you can resize the frame in all directions.

Artifacts

Lane

A lane is used to add another division in the Pool. It is used to organize and categorize activities.

General

Name

Displays the name of the process model. This is automatically loaded as entered in the Create Process Model screen. It cannot be edited.

Description

Displays the description of the process model. This is automatically loaded as entered in the Create Process Model screen. It can be edited.

Details

Process Triggers

Enter the name of triggers used in the Process Model.

Frequency and Interval of Triggers

Enter the number of runs of triggers per day/week and the interval between these runs

Process Variables

Enter the variables created for the process model

Comments

Comments

Enter comments for the process model

General

Label

Enter the name for the activity. This is displayed in the activity in the Graph Canvas.

Description

Enter description for the activity

Process Participant

Enter users or roles regarding who will be working on this activity

Input/Output

Define Parameters

Input

Enter the type of input parameter required for the activity. For example, in a claim insurance activity, Claim Id could be an input parameter.

Output

Enter the type of output parameter required for the activity. For example, in a claim insurance activity, Insurance Amount could be an output parameter.

Define Documents

Input

Enter the name of documents that can be attached and used as inputs for the activity. For example, in a claim insurance activity, a photocopy of the Claim Policy form could be attached as an input parameter.

Output

Enter the name of documents that is to be uploaded by user and can be used as outputs for the activity. For example, in a claim insurance activity, a photocopy of the receipt could be an output parameter.

Define Application Data

Information about what data and related fields are affected in other applications and systems. If information needs to be accessed from or written to another application, how is that information to be accessed, what are the login credentials and so on.

Details

Priority

Select priority of the activity in the process model

Number of user resources

Select number of user resources used for the activity

Expected Time Duration

Select the number of days, hours or minutes used to execute the work in activity

Due in

Select the time duration in which the activity is due.

Task Expires in

Select the time duration in which the task will expire

Name of Sub Process/Service

Enter the name of the sub-process or service associated with the activity

Print Sequence

Order in which this particular activity will be displayed in the generated PDF.

Rules

Enter business rules that are defined for the activity. For example, in a claim insurance activity, a rule could be defined as if claim value > 50,000 then issue is escalated to Manager.

Problems

Problems

Enter possible problems that may be associated with the activity. For example, in a claim insurance activity, if an incorrect Claim Id is entered, then define the steps to handle this problem in the Handling field.

Comments

Comments

Enter comments associated with the activity.

Background Colors

Change the background color of the Graph Canvas

Label Colors

Change the colors of labels of activities displayed in the Graph Canvas.

Undo Redo

Set the number of actions that you can undo.

Workflow Colors Palette

Change colors of Events, Activities, Gateway and Artifacts.

File

New

<Ctrl> + <N>

Open locally saved Process Flow

<Ctrl> + <O>

Save to Server

<Ctrl> + <S>

Save Process Flow locally

<Ctrl> + <B>

Edit

Undo

<Ctrl> + <Z>

Redo

<Ctrl> + <Y>

Zoom In

<Ctrl> + <NumPad +>

Zoom Out

<Ctrl> + <NumPad ->

Actions

Synchronize with Server

<F5>

Enter Login Information

<Ctrl> + <L>

Maximize Graph Canvas

<Ctrl> + <M>

Help

Help

<F1>