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73:modeling [2020/01/07 20:33]
aakr
73:modeling [2020/09/21 04:23] (current)
aakr
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-====== ​Modeling ​Process ======+====== ​Model a Process ======
  
-Modeling a process enables clear and consistent definition of processes. It also helps to eliminate redundancies and identify inefficiencies. Since the processes are stored and updated ​dynamically ​under one umbrella, ​it provides a central hub for entire organization to use and review ​them.+Modeling a process enables ​clear and consistent definition of processes. It also helps to eliminate redundancies and identify inefficiencies. Since the processes are stored and updated under one umbrella, ​Stages ​provides a central hub for the entire organization to use and review ​the modeled processes.
  
-Below is the description on steps to model a process within Stages. Before you begin modeling, understanding the [[:​72:​understand|process content]] and modeling guidelines is crucial to build good processes.+Below you can find the description on how to model a process within Stages. Before you begin modeling, understanding the [[:​72:​understand|process content]] and modeling guidelines is crucial to building ​good processes.
  
-For our demonstration,​ we are modeling ‘Requirements Management’ workflow in ‘Software Engineering’ workspace.+For our demonstration,​ we are modeling ​the ‘Requirements Management’ workflow in the ‘Software Engineering’ workspace.
  
 ===== Workflow ===== ===== Workflow =====
  
-Select the right workspace where you want to model your process and click or tap on ''​Process''​. You will see the following element types under Process: ''​Workflows and Activities'',​ ''​Work Products'',​ ''​Roles'',​ Phases and Milestones and ''​Guidance''​. To begin modeling, click or tap on ''​Workflow and Activities''​.+Select the workspace where you want to model your process and click or tap on ''​Process''​. You will see the following element types under Process: ''​Workflows and Activities'',​ ''​Work Products'',​ ''​Roles'',​ Phases and Milestones and ''​Guidance''​. To begin modeling, click or tap on ''​Workflow and Activities''​.
  
-{{  :​73:​process13_1.png?​direct&​566x467 ​ }}+[[https://​doc.stagesasaservice.com/​lib/​exe/​fetch.php?​media=73:​process13_1.png|{{  :​73:​process13_1.png?​direct&​566x467 ​ }}]]
  
-In order to add a new workflow, you can either click on ‘Add Workflow’ or + symbol.+To add a new workflow, you can either click on ‘Add Workflow’ or the + symbol.
  
-{{  :​73:​process14_1.png?​direct&​276x776 ​ }}+[[https://​doc.stagesasaservice.com/​lib/​exe/​fetch.php?​media=73:​process14_1.png|{{  :​73:​process14_1.png?​direct&​276x776 ​ }}]]
  
-**Note:** Make sure you have selected ‘Modeling’ ​view, to enable viewing of modeling ​elements.+**Note:** Make sure you have selected ​the ‘Modeling’ ​perspective, to see all modeling ​options available for the current element.
  
 [[:​73:​process15.png?​media=73:​process15.png|{{ ​ :​73:​process15.png?​nolink&​57x238 ​ }}]] [[:​73:​process15.png?​media=73:​process15.png|{{ ​ :​73:​process15.png?​nolink&​57x238 ​ }}]]
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 ===== Activity/​Decision ===== ===== Activity/​Decision =====
  
-Next, click or tap on workflow you created. Once you are in the ''​workflow'',​ you can a new ''​activity''​ /''​decision''​ by either clicking or tapping ​(a.) ‘Add Activity’ ​or ‘Add Decision’ or (b.) + symbol.+Next, click or tap on the workflow you created. Once you are in the ''​workflow'',​ you can create ​a new ''​activity''​ /''​decision''​ by either clicking or tapping ‘Add Activity’ ​‘Add Decision’ or the + symbol ​in the visualization widget.
  
-Option (a.) allows you to create one ''​activity'' ​at a time.+The first option ​allows you to create ​a list of one or more ''​activities''​.
  
-Option (b.) allows you to create one or more ''​activities'' ​at a time which are already associated with each other.+The + symbol ​allows you to create one or more ''​activities''​ which are already associated with each other.
  
-{{  :​73:​process16.png?​direct&​525x247 ​ }}+[[https://​doc.stagesasaservice.com/​lib/​exe/​fetch.php?​media=73:​process16.png|{{  :​73:​process16.png?​direct&​525x247 ​ }}]]
  
-For our example, we are creating three ''​activities''​ within ‘Requirements Management’ workflow using option ​(b.). As seen from flow diagram, all the three ''​activities''​ are created at one go and already linked to each other in the sequence ​they were created.+For our example, we are creating three ''​activities''​ within ​the ‘Requirements Management’ workflow using the second ​option. As you can see in the flow diagram, all three ''​activities''​ are created at one go and are already linked to each other in the order they were created.
  
-**Tooltip:** Instead of clicking on ADD ONE MORE, you can hit on ‘Tab’ key on your keyboard to do the same.+**Tip:** Instead of clicking on ADD ONE MORE, you can hit on the ‘Tab’ key on your keyboard to do the same.
  
-{{  :​73:​process17_1.png?​direct&​600x261 ​ }}+[[https://​doc.stagesasaservice.com/​lib/​exe/​fetch.php?​media=73:​process17_1.png|{{  :​73:​process17_1.png?​direct&​600x261 ​ }}]]
  
 ===== Activity/​Decision as Predecessor or Successor ===== ===== Activity/​Decision as Predecessor or Successor =====
  
-You can model an ''​activity''​ /''​decision'' ​by clicking on the boxThis will provide widgets below the diagram to model that specific activity/​decision. Click on Add Predecessor or Successor under Sequence widget to add an associated ''​activity''​ /''​decision''​.+To create a predecessor or successor for a specific activity, navigate to this activity by clicking on it in the visualizationThe selected ​activity ​is highlighted orange.
  
-{{  :​73:​process18.png?​direct&​600x525 ​ }}+Now you see all available modeling options for the specific activity/​decision. Click on Add Predecessor or Successor in the Sequence widget to associate an ''​activity''​ /''​decision''​.
  
-In our example, we created another ''​activity''​ called Perform Hazard Analysis using above step.+[[https://​doc.stagesasaservice.com/​lib/​exe/​fetch.php?​media=73:​process18.png|{{ ​ :​73:​process18.png?​direct&​500x438 ​ }}]]
  
-{{  :​73:​process19.png?​direct&​500x219 ​ }}+In our example, we created an additional ''​activity''​ called '​Perform Hazard Analysis'​. We now associate this activity as a successor by using the described option.
  
-===== Adding Elements =====+[[https://​doc.stagesasaservice.com/​lib/​exe/​fetch.php?​media=73:​process19.png|{{ ​ :​73:​process19.png?​direct&​500x219 ​ }}]]
  
-Once you have selected the ''​activity''​ /''​decision'',​ you will find widgets to add ''​work products'',​ ''​roles'',​ ''​phases'',​ ''​guidance''​ below the diagram to model it. The steps to do the same are similar for each of them as described in Step 5.+===== Associating Elements =====
  
-Click or tap on three dots to show the relevant options ​for action you wish to perform.+In addition ​to the Sequence widget, there are also widgets ​for ''​work products'',​ ''​roles'',​ ''​phases'',​ ''​guidance''​.
  
-We have mapped the process ​elements ​like ''​work products''​''​roles'',​ ''​phases'' ​to each of our ''​activity''​ using above step.+To associate ​elements, ​click or tap on the three dots in the respective widget ​to see the available options for associations.
  
-{{  :​73:​process20.png?​direct&​800x299 ​ }}+[[https://​doc.stagesasaservice.com/​lib/​exe/​fetch.php?​media=73:​process20.png|{{  :​73:​process20.png?​direct&​900x336 ​ }}]] 
 + 
 +==== Option 1: Use '​Browse'​ to associate several elements or elements from a different workspace ==== 
 + 
 +Click on the option you want to use and select the ''​Browse''​ button. Browse to the elements you want to associate and select them by activating the respective checkboxes. It is possible to select elements from different hierarchy levels. 
 + 
 +If the element you want to associate is located in a different workspace, enter the workspace navigation by clicking on the workspace name at the top of the pop-up dialogue and browse to the needed workspace. 
 + 
 +For each element you can also add a comment to the association. 
 + 
 +[[https://​doc.stagesasaservice.com/​lib/​exe/​fetch.php?​tok=d6512b&​media=https://​doc.stagesasaservice.com/​lib/​plugins/​ckgedit/​fckeditor/​userfiles/​image/​74/​assoc_browse_1.png|{{ ​ https://​doc.stagesasaservice.com/​lib/​plugins/​ckgedit/​fckeditor/​userfiles/​image/​74/​assoc_browse_1.png?​direct&​400x314 ​ }}]] 
 + 
 +[[https://​doc.stagesasaservice.com/​lib/​exe/​fetch.php?​tok=9dc221&​media=https://​doc.stagesasaservice.com/​lib/​plugins/​ckgedit/​fckeditor/​userfiles/​image/​73/​assoc_browse_3.png|{{ ​ https://​doc.stagesasaservice.com/​lib/​plugins/​ckgedit/​fckeditor/​userfiles/​image/​73/​assoc_browse_3.png?​direct&​300x395 ​ }}]] 
 + 
 +==== Option 2: Start typing to associate a single, already existing element. ==== 
 + 
 +If you want to associate a single, already existing element, start typing in parts of the name and Stages will give you suggestions for available elements. 
 + 
 +[[https://​doc.stagesasaservice.com/​lib/​exe/​fetch.php?​tok=de77fb&​media=https://​doc.stagesasaservice.com/​lib/​plugins/​ckgedit/​fckeditor/​userfiles/​image/​73/​assoc_by_typing.png|{{ ​ https://​doc.stagesasaservice.com/​lib/​plugins/​ckgedit/​fckeditor/​userfiles/​image/​73/​assoc_by_typing.png?​direct&​400x388 ​ }}]] 
 + 
 +==== Options 3: Add an association and a new element at the same time ==== 
 + 
 +If the element you want to associate does not exist yet, you can create **and** associate it at the same time. To do that, type in the desired name for the element and click or tap on ''​Create "​Desired Name of the Element"''​. 
 + 
 +[[https://​doc.stagesasaservice.com/​lib/​exe/​fetch.php?​tok=08046c&​media=https://​doc.stagesasaservice.com/​lib/​plugins/​ckgedit/​fckeditor/​userfiles/​image/​73/​assoc_create_element.png|{{ ​ https://​doc.stagesasaservice.com/​lib/​plugins/​ckgedit/​fckeditor/​userfiles/​image/​73/​assoc_create_element.png?​direct&​400x419 ​ }}]]
  
 ===== Editing/​Deleting Elements ===== ===== Editing/​Deleting Elements =====
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 Once you have added the process element of your choice, you can edit comment or delete the selected option (e.g. output called functional specification in our example) by clicking on the three dots. Once you have added the process element of your choice, you can edit comment or delete the selected option (e.g. output called functional specification in our example) by clicking on the three dots.
  
-{{  :​73:​process21.png?​direct&​800x306 ​ }}+[[https://​doc.stagesasaservice.com/​lib/​exe/​fetch.php?​media=73:​process21.png|{{  :​73:​process21.png?​direct&​900x344 ​ }}]]
  
 ===== Description and Attributes ===== ===== Description and Attributes =====
  
-Use the pencil icon to make edits to description or update the flow start/end point (''​attribute''​) of your ''​activity''​ /''​decision''​+Use the pencil icon to make changes ​to the description or to update the flow start/end point (''​attribute''​) of your ''​activity''​ /''​decision''​
 ===== Sorting ===== ===== Sorting =====
  
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 You can sort based on A-Z or custom sort by dragging a specific ''​workflow''​ by clicking on it and moving it up or down. You can sort based on A-Z or custom sort by dragging a specific ''​workflow''​ by clicking on it and moving it up or down.
  
-{{  :​73:​process23.png?​direct&​508x399 ​ }}+[[https://​doc.stagesasaservice.com/​lib/​exe/​fetch.php?​media=73:​process23.png|{{  :​73:​process23.png?​direct&​508x399 ​ }}]]
  
 If you wish to sort ''​activities''​ /''​decisions''​ within a ''​workflow'',​ click on the specific ''​workflow''​ and click on three dots to select ‘Sort’ option and use above steps to sort ''​activities''​ and''​ decisions''​ within a ''​workflow''​. If you wish to sort ''​activities''​ /''​decisions''​ within a ''​workflow'',​ click on the specific ''​workflow''​ and click on three dots to select ‘Sort’ option and use above steps to sort ''​activities''​ and''​ decisions''​ within a ''​workflow''​.
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 Select the ''​workflow''​ you wish to move, click on ‘Move’. Navigate to the ''​workspace''​ or ''​workflow'',​ where you wish to move the selected ''​workflows''​ and click on ‘Paste’. Select the ''​workflow''​ you wish to move, click on ‘Move’. Navigate to the ''​workspace''​ or ''​workflow'',​ where you wish to move the selected ''​workflows''​ and click on ‘Paste’.
  
-{{  ​:73:process24.png?​direct&​500x393 ​ }}{{  :​73:​process25.png?​direct&​247x325 ​ }}+[[https://​doc.stagesasaservice.com/​lib/​exe/​fetch.php?​media=73:process25.png|{{  :​73:​process25.png?​direct&​247x325 ​ }}]]
  
 If you wish to sort ''​activities''​ /decisions within a ''​workflow'',​ click on the specific ''​workflow''​ and click on three dots to select ‘Move’ option and use above steps to move ''​activities''​ and ''​decisions''​ from the given ''​workflow''​ to ''​workflow''​ of your choice. If you wish to sort ''​activities''​ /decisions within a ''​workflow'',​ click on the specific ''​workflow''​ and click on three dots to select ‘Move’ option and use above steps to move ''​activities''​ and ''​decisions''​ from the given ''​workflow''​ to ''​workflow''​ of your choice.