Assembling a process flowchart
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This article is valid for the new Process (PM063) unified menu in system version 3.0:
- Access the release notes for further details about the significant changes in the unification of the menu.
- Click here to access the valid documentation for the former creation menu.
Prerequisites
- Access to the Process (PM063) menu.
- Previously created process.
Introduction
The process flowchart is a tool that serves to represent, by means of drawings, the processes of a company. To do so, geometric shapes, arrows, and brief descriptions are used. The objective is to document activities in a simple and easy way to present to employees.
To illustrate, the construction of a flowchart that will represent a purchase request process will be demonstrated.
Assembling a flowchart
After an overview of the process modeler, used to create the flowcharts, see in practice how to assemble the flowchart of a process:
1. To design a process, it is first necessary for the process to be enabled for editing or under revision:
| Enable process for editing | This option is available for processes that have simplified revision control. To enable editing, open the process data screen and click on the Enable editing button. |
| Create a process revision |
This option is available for processes that have ISO9000 or Workflow revision control. To create a revision, locate and select the process in the list of records in the second quadrant of the Management > Revision (PM047) screen. Then, click on the Access the How does revision work? article for further details about how to create a revision. |
toolbar button.2. After enabling editing or creating the revision for the process, open the flowchart screen:
| Simplified revision |
Once the process is enabled for editing, the flowchart in edit mode can be accessed by right-clicking on the process and selecting the Open flowchart option in the Process (PM063) menu. The process can be modeled by any user who has the "Edit process model" (Edit) permission or is responsible for managing the process. |
| ISO9000 or Workflow revision |
After creating the process revision, the flowchart in edit mode can only be accessed through the In an ISO9000 revision, the user must be the revision drafter. For a Workflow revision, the status associated with the workflow activity (revision process) must be configured with the "Edit process" control. |
button on the "Process revision" task. To perform the modeling, the user needs the "Edit process model" permission for the process being revised. 3. With the flowchart screen open in edit mode, start modeling the process. See a practical example in the video below:
The video covered the flowchart elements needed to create the example. Should you need further details about the usage of any feature, access the articles below:
- Adding and configuring lanes
- Adding and configuring items in the flowchart
- Editing gateway data
- Editing event data
- Editing flow (connector) data
- Editing activity/decision data
Conclusion
Once the process flowchart is assembled, it will be ready to be released.