How to create process diagrams
Introduction
A process diagram is a representation of the flow of a real-time business process, and is composed of the individual steps or activities that make up the process. It can include the conditions that dictate when those activities occur and the resources required for their performance or execution.
In this module, you will create a simple process diagram, learning how to add a variety of elements to represent the actual flow of your business process. You will also learn a common method of modeling and revising your process: first, you will create an as-is diagram, which will reflect the process as it currently exists at Quickstart Finance; next, you will update the process to produce a to-be diagram, which will show the future state of the process after you implement your revisions.
Quickstart Finance branches currently use a simple loan application process. When the loan application is received, it is reviewed by a loan officer, who either approves or rejects the loan. If the loan is approved, funds are distributed to the customer's account. If the loan is rejected, the application is cancelled and the customer is notified.
Quickstart Finance wants to generate more loans business without taking on significantly higher risk. You will revise the loan application process to approve with special terms some of the loans that were once rejected outright. (Note that the details of the special terms will not be discussed in the tutorial; rather, the focus is on how to revise your process by adding additional elements.) You will model both the current loan application process and the planned revisions in order to learn the effects that approving more loans will have on the company.
After completing this module, you will be able to:
- Create and use a process catalog
- Add a task to your process model
- Add data labels to your diagram
- Add a simple or multiple-choice decision to your process model
- Add a merge to your process model
- Add connections to your process model
- Associate a business item with a connection
- Add classifiers to your process model
How to create process diagrams
By default, each project contains a Processes diagram catalog called Processes.
Create a process diagram as shown below:
You can add the following elements under the Processes catalog.
Complete the following tasks to create process diagrams:
- Creating a process diagram
To model a business process, you must create a process diagram in which you can specify your activities, connections, and business items.
- Modeling a to-be process
A to-be process can help you understand the results of implementing a different business process. Analyzing the results of an alternative process can help you plan your business operations.
- Creating classifiers
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.
- Switching the diagram layout
Swimlane layout enables you to display your process activities according to particular attributes, helping you to visually identify activities with certain characteristics. You can adjust those attributes by moving activities to different swimlane rows.
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