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Signavio Onboarding Example
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The user email address is used to log into the user profile. If the user doesn't have an account yet, an account for access may be created under “Registration”. In order to do this, a free license is needed. For questions regarding available licenses, please contact the respective administrator.
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Create a new business process diagram
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The individual lanes may, in the same manner as the pool, be renamed by double-clicking on the lane caption. In this case, a lane is made for the personnel (“Personal”) department and the IT-department (IT).
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Model a start event
Every process requires exactly one starting event in order to clearly define at what point the process should begin. This may be taken from the left column in the diagram surface. In this case, the process begins with the personnel department. As soon as elements are present in the diagram(4), the context-sensitive menu may be used to add new elements. This menu is located to the right of the currently selected element.
The other way to add new elements is to drag the element from the left column onto the diagram surface. A green check appears under the mouse to show if the element can be dropped into its current position on the screen. If not, a red symbol appears. This can be used, for example, to prevent elements from being added on top of one another in the diagram.
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Model an activity
For many elements, the caption may be altered by double-clicking on it. In the first step, the command 'Create personal file' should be executed. For this, a activity node for one of the two options must be created, which takes place after the starting event. This activity node must then be connected to the starting event via a transition.
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Reference | Description | ||||||
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| Pool shape | ||||||
| Description of the pool to reflect the greater organizational unit | ||||||
| Swimlane reflecting subordinated organizational units | ||||||
| Start event of the process model | ||||||
| First activity of the process model | ||||||
| Transition between elements of the process model to reflect the direction of the process |
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In order to save the process model navigate to the disk symbol in the upper left navigation menu. On the opening drop-down click the 'Save' button and choose a name and location for the storage of your model.
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Defining and editing automation attributes
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By clicking on an empty position within the diagram, the process attributes may be edited. Now, the rolls must be assigned. Lastly, the role distribution must be defined within the swim lanes. This is also done using the attribute menu, found by clicking within the desired swim lane.
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Attributes | Attribute Description | ||||||
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Description | Description of the process, which will later be shown in the system (tooltip and process report). | ||||||
Starter
| Here a group or a user, who is allowed to start instances of a process definition, e.g. user(john.doe), group(pm) is entered. | ||||||
Owner
| Here a group or a user who “owns” the process in the system is entered. “Owner” means that this person is responsible for the process. | ||||||
Deployer
| Here a group or a user as workflow-designer who as workflow-designer is allowed to deploy the process in the the system system is entered. | ||||||
Smartform | Here the definition of the smart form is entered. |
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The system specifications show only a portion of the attributes, which can be changed using the attribute editor. In any case, only a few of the attributes have any noticeable effect.
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Attributes | Attribute Description | ||||||
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Name
| Description of the process, which will later be shown in the system (tooltip and process report). | ||||||
Starter
| Here a group or a user, who is allowed to start instances of a process definition, e.g. user(john.doe), group(pm) is entered. | ||||||
Owner
| Here a group or a user who “owns” the process in the system is entered. “Owner” means that this person is responsible for the process | ||||||
Deployer
| Here a group or a user who as workflow-designer is allowed to deploy the process in the system is entered. | ||||||
Form Definition | Here the definition of the smart form is entered. |
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In addition each swimlane needs to be assigned to a user or group. The 'Attribute' can be altered by clicking on the swimlane header and altering the respective properties on the right side.
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Attributes at activities
General configuration options
In essence, every activity must have a unique name and at least one task attached to it. Optional working time may also be included. Firstly, the activity attributes 'Create personnel file' is edited. For this, the activity must be marked and the attribute bar must be used. The previously-given name will be adopted in this window.
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Attribute Name | Attribute Description |
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Name | Description of the activity |
Duration | Here the duration in which the tasks of this activity must be completed can be entered. |
Tasks | Basically every activity must have its own unique name. If no task is explicitly defined for the activity, the system generates a task with the name of the activity. With the aid of the automation properties menu one or more tasks may be added for an activity. |
Events | Here events can be entered. Events or ActionHandler are special functions that are executed as soon as a specific process step is reached or left. |
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