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72:understand [2020/09/04 03:03] – [Activities] aakr | 72:understand [2024/02/15 00:00] (current) – external edit 127.0.0.1 | ||
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* **WHEN **does it have to be done: **Phases** | * **WHEN **does it have to be done: **Phases** | ||
* **HOW **is it done: **Guidance ** (Practices, Templates, Checklists, Tools, etc.) | * **HOW **is it done: **Guidance ** (Practices, Templates, Checklists, Tools, etc.) | ||
- | Stages supports customizing the process meta-model (element types, names, associations), | + | Stages supports customizing the process meta-model (element types, names, associations), |
+ | **your Stages instance might have a different structure and use a different terminology** . | ||
===== Understand process elements ===== | ===== Understand process elements ===== | ||
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Every process has a start page that can be reached by using the '' | Every process has a start page that can be reached by using the '' | ||
- | {{ : | + | [[https:// |
- | To drill down into a process, use the '' | + | To drill down into a process, use the '' |
The arrow up icon brings you one level up. You can also use the browser back and forward buttons to navigate back where you came from and forth where you already were. | The arrow up icon brings you one level up. You can also use the browser back and forward buttons to navigate back where you came from and forth where you already were. | ||
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The flow diagram displays the sequence of the activities from left to right. | The flow diagram displays the sequence of the activities from left to right. | ||
- | [[https:// | + | [[https:// |
- | With the filter menu located at the top right of the diagram you can display additional information, | + | With the filter menu located at the top right of the diagram |
+ | | ||
- | Very similar to popular products like Google Maps or Mapquest, users can zoom into detailed visualizations or zoom out by clicking or tapping on + or -, use mouse or fingers to scroll through the diagrams via “drag”, and snap it to the whole screen size. | + | [[https:// |
- | + | ||
- | [[https:// | + | |
=== Table === | === Table === | ||
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The table diagram is best suited to understand the dependencies of the current activity flow with other flows. The activity flow goes from the top to the bottom and per default shows the input and output work products of every activity and the activity flow producing or consuming those work products. | The table diagram is best suited to understand the dependencies of the current activity flow with other flows. The activity flow goes from the top to the bottom and per default shows the input and output work products of every activity and the activity flow producing or consuming those work products. | ||
- | [[https:// | + | [[https:// |
- | + | ||
- | With the filter menu you can choose to display the suppliers (= producers) and customers (= consumers), the inputs and outputs, or the responsible roles. | + | |
=== Grid === | === Grid === | ||
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The grid view offers a very reduced visualization of the activity flow. It shows the activities in sequence, either through direct predecessor or successor activities, or through inputs and output work products. | The grid view offers a very reduced visualization of the activity flow. It shows the activities in sequence, either through direct predecessor or successor activities, or through inputs and output work products. | ||
- | [[https:// | + | [[https:// |
Activities that can be executed in parallel are shown in the same column. | Activities that can be executed in parallel are shown in the same column. | ||
- | |||
==== Work Products ==== | ==== Work Products ==== | ||
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Work products are the inputs for and outputs of activities. They are also part of the **WHAT** | Work products are the inputs for and outputs of activities. They are also part of the **WHAT** | ||
- | Stages typically visualizes | + | Stages typically visualizes |
=== Processes === | === Processes === | ||
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This diagram shows the processes where a work product is produced or modified in and the processes where a work product is consumed in. It provides an overview of where a work product comes from and where it goes to. | This diagram shows the processes where a work product is produced or modified in and the processes where a work product is consumed in. It provides an overview of where a work product comes from and where it goes to. | ||
- | {{ :72:content-workproduct-processes.png? | + | [[https:// |
=== Dependencies === | === Dependencies === | ||
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This diagram shows which other work products depend on the current work product and on which other work products the current work product depends on. This information is extracted from the input and output associations of activities with each other. | This diagram shows which other work products depend on the current work product and on which other work products the current work product depends on. This information is extracted from the input and output associations of activities with each other. | ||
- | {{ :72:content-workproduct-dependencies.png? | + | [[https:// |
For example, if work product A is an input for an activity that has work product B as and output, work product B is shown as being dependent on A. This view is especially useful for understanding which work products need to be modified or at least inspected if a specific work product was modified during a process. | For example, if work product A is an input for an activity that has work product B as and output, work product B is shown as being dependent on A. This view is especially useful for understanding which work products need to be modified or at least inspected if a specific work product was modified during a process. | ||
+ | |||
+ | **States** | ||
+ | |||
+ | This diagram shows the state in which work product is consumed in activities or workflows and the state in which it is delivered at the end of the activity or a workflow. | ||
+ | |||
+ | [[https:// | ||
==== Roles ==== | ==== Roles ==== | ||
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Phases and milestones describe the time dimension or the **WHEN** | Phases and milestones describe the time dimension or the **WHEN** | ||
- | {{ :72:content-phases.png? | + | [[https:// |
Phases are typically associated with the activities that need to be performed within a specific phase. Milestones describe when specific work products need to be in a certain state. | Phases are typically associated with the activities that need to be performed within a specific phase. Milestones describe when specific work products need to be in a certain state. | ||
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==== Guidance ==== | ==== Guidance ==== | ||
- | Guidance | + | The guidance |
+ | |||
+ | === Supplements === | ||
+ | |||
+ | {{https:// | ||
+ | |||
+ | Supplements are guidance elements collected automatically from the output, parent, and child elements of an element. | ||
===== Understand process element details and associations ===== | ===== Understand process element details and associations ===== | ||
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Every process element, e.g. activity or work product, is described on one page. Every element can have a description and several associations to other elements, e.g. defining the responsible role and the input and output work products for an activity. | Every process element, e.g. activity or work product, is described on one page. Every element can have a description and several associations to other elements, e.g. defining the responsible role and the input and output work products for an activity. | ||
- | {{ :72:content-details-two.png? | + | [[https:// |
Depending on the size of your screen and your device you might see this information in different layouts: two columns for normal screens, three columns on wide screens, or only one column on small screens or mobile devices. | Depending on the size of your screen and your device you might see this information in different layouts: two columns for normal screens, three columns on wide screens, or only one column on small screens or mobile devices. | ||
- | {{ : | + | [[https:// |
- | {{ : | + | [[https:// |
===== Using different perspectives ===== | ===== Using different perspectives ===== | ||
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To switch your perspective, | To switch your perspective, | ||
- | {{ : | + | [[https:// |
- | **<font inherit/ | + | ** (1) Viewing**: The viewing perspective is meant to be used by all users. It shows the most important information about a process element, e.g. its description, |
- | **<font inherit/ | + | ** (2) Modeling**: The modeling perspective is best used by process modelers when defining processes. It uses a three-column layout on large screens to ease modeling process with a minimal set of interactions. It also show additional details not shown in the viewing perspective, |
- | **<font inherit/ | + | ** (3) Compliance**: |