Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Tool Bar
Options of the Tool bar are explained in the Table 2.

Anchor
_Toc134263113
_Toc134263113
Anchor
_Toc144313755
_Toc144313755
Anchor
_Toc144827033
_Toc144827033
Anchor
_Toc156195237
_Toc156195237
Anchor
_Toc177878205
_Toc177878205
Anchor
_Toc208651099
_Toc208651099
Anchor
_Toc233544076
_Toc233544076
Anchor
_Ref253153935
_Ref253153935
Anchor
_Toc315114463
_Toc315114463
Table 2: Tool Bar Options

Button

Name

Function

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.

Anchor
pmpalette
pmpalette

Palette
The Palette contains a list of graphical workflow elements. Graphical workflow elements are used to define the model of business processes. These graphical workflow elements are listed in the table below.
Anchor
_Toc134263114
_Toc134263114
Anchor
_Toc144313756
_Toc144313756
Anchor
_Toc144827034
_Toc144827034
Anchor
_Toc156195238
_Toc156195238
Anchor
_Toc177878206
_Toc177878206
Anchor
_Toc208651100
_Toc208651100
Anchor
_Toc233544077
_Toc233544077
Anchor
_Toc315114464
_Toc315114464
Table 3: Graphical Workflow Elements

Element

Description

Notation

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.

...


Process Properties
The properties of the process model are listed in the Table 4.

Anchor
_Toc233544078
_Toc233544078
Anchor
_Ref253153797
_Ref253153797
Anchor
_Toc315114465
_Toc315114465
Table 4: Process Properties

Menu Option

Sub-Option

Function

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


Activity Properties
The properties of an activity used in the process model are listed in the Table 5.

Anchor
_Toc233544079
_Toc233544079
Anchor
_Toc315114466
_Toc315114466
Anchor
_Ref253571221
_Ref253571221
Anchor
_Ref327313471
_Ref327313471
Table 5: Activity Properties

Menu Option

Sub-Option

Function

 

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.

 

...


You can modify various preferences. These are listed in the table below.

Anchor
_Toc177878207
_Toc177878207
Anchor
_Toc208651101
_Toc208651101
Anchor
_Toc233544080
_Toc233544080
Anchor
_Toc315114467
_Toc315114467
Table 6: Edit Preferences

Preferences

Description

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.

Anchor
keyboardshortcuts
keyboardshortcuts

Keyboard Shortcuts
Anchor
_Toc177878208
_Toc177878208
Anchor
_Toc208651102
_Toc208651102
Anchor
_Toc233544081
_Toc233544081
Anchor
_Toc315114468
_Toc315114468
Table 7: Keyboard Shortcuts

Menu Option

Sub-Option

Keyboard Shortcut

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>

...