Sunday, December 21, 2008

How to create classifiers

 
 

Quickstart tutorial 3-How to create classifiers

How to create classifiers

Introduction
 

Classifiers enable you to categorize tasks and other process elements so that you can optimize your processes and easily recognize elements with a particular set of characteristics. You can use predefined classifiers or define your own classifiers and classifier values.

Within a process diagram, it is convenient to be able to quickly view the elements that have certain characteristics. For example, you might want to see which tasks in your existing process are dedicated to quality control, or quickly identify all the tasks that add no real business value to your process. Classifiers enable you to categorize elements that share a common characteristic and then assign a color to that characteristic.

 

 

In the loan application process diagram, one of the tasks—Disburse Funds—generates a service fee. In this exercise, you will add a classifier and classifier values to your model so that you can quickly identify which tasks in the process generate service fees.

 
 
To add a classifier to your process model, complete the following steps:
 

Step 1

 
In the Project Tree, right-click the Classifiers catalog and select New > Classifier. A wizard opens.
 
Step 2
  1. In the Name of new classifier field, type Service Fee.
  2. Type the following description: Activity that generates a service fee for the company.
  3. Click Finish to create the new classifier.

Now that you have created the Service Fee classifier, you need to assign classifier values that will enable you to identify the tasks that generate a fee and those that do not generate any fees.

 
 

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