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--- 73:modeling [2020/11/06 04:59] – aakr
+++ 73:modeling [2024/02/15 00:00] (current) – external edit 127.0.0.1
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 Modeling a process enables a 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 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.
+Below you can find the description of 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.
+In general, you should make sure to be in the [[:72:understand#using-different-perspectives|Modeling Perspective]] when doing modeling work.
 ===== Model a Workflow =====
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 ===== Model an Activity =====
-To create first activity within a workflow, click or tap on the three dots next to your workflow name or use the + option on the flow chart.
+To create the first activity within a workflow, click or tap on the three dots next to your workflow name or use the + option on the flow chart.
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-Once you are in the ''workflow'', you can create additonal ''activity'' by clicking or tapping on three dots next to the workflow. This creates an activity which is not associated as predecessor or successor to other activity.
+Once you are in the ''workflow'', you can create an additional ''activity'' by clicking or tapping on three dots next to the workflow. This creates an activity that is not associated as a predecessor or successor to another activity.
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-As a modeler, your preference might be to create a set of activities which are sequenced in the workflow as predecessor and successor. This can be achieved faster by using + option (which turns into x when clicked upon)
+As a modeler, your preference might be to create a set of activities that are sequenced in the workflow as predecessor and successor. This can be achieved faster by using the + option (which turns into x when clicked upon)
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 ==== Add Predecessor or Successor Activity ====
-To create a predecessor or successor for a specific activity, navigate to this activity by clicking on it in the visualization. The selected activity is highlighted orange.
+To create a predecessor or successor for a specific activity, navigate to this activity by clicking on it in the visualization. The selected activity is highlighted in orange.
+For the following steps, make sure you are in the [[:72:understand#using-different-perspectives|Modeling Perspective]].
 Click on Add Predecessor or Successor in the Sequence widget to associate an ''activity''.
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 [[https://doc.stagesasaservice.com/lib/exe/fetch.php?media=73:process19.png|{{  :73:process19.png?direct&500x219  }}]]
-==== Add Process Elements to an Activity ====
+==== Associate Process Elements to an Activity ====
-In addition to the Sequence widget, there are also widgets for adding ''work products'', ''roles'', ''phases & milestones'', ''guidance'' to an activity.
+In addition to the Sequence widget, there are also widgets for associating ''work products'', ''roles'', ''phases & milestones'', ''guidance'' to an activity.
-To associate an element like a work product, click or tap on the three dots in the respective widget to see the available options for that element like adding inputs and outputs for a work product.
+To associate an element like a work product, click or tap on the three dots in the respective widget to see the available options for that element like adding inputs and outputs for a ''work product'' or add responsible, accountable, supporting, informed, or consulted for a ''role''.
 [[https://doc.stagesasaservice.com/lib/exe/fetch.php?media=73:process20.png|{{  :73:process20.png?direct&900x336  }}]]
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 Once you select what type of information you want to add, there are three alternatives available to add it:
-  - Use 'Browse' to associate several elements or elements from a different workspace
+  - Use 'Browse' to associate several elements or elements from the same or different workspace
-  - Start typing to associate a single, already existing element
+  - Start typing to associate a single, already existing element from the same workspace
-  - Add an association and a new element at the same time
+  - Add an association and a new element at the same time in the same workspace
-=== Use 'Browse' to associate several elements or elements from a different workspace ===
+=== Use 'Browse' to associate several elements or elements from the same or 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.
+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 browsing to the needed workspace.
 For each element, you can also add a comment to the association.
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-=== Start typing to associate a single, already existing element ===
+=== Start typing to associate a single, already existing element from the same workspace ===
 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 in the workspace.
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-=== Add an association and a new element at the same time ===
+=== Add an association and a new element at the same time in the same workspace ===
 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"''.
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 ===== Model a Decision =====
-In Stages, the steps to create or update a ''decision''  are same as ones defined in above section for an ''activity''. The recommended practice is to use ''decision''  sparingly only when required. Too many decision boxes with associations jumping back and forth can distract the users and make the process hard to decipher.
+In Stages, the steps to create or update a ''decision''  are the same as ones defined in the section for an ''activity''. The recommended practice is to use ''decision''  sparingly only when required. Too many decision boxes with associations jumping back and forth can distract the users and make the process hard to decipher.
 [[https://doc.stagesasaservice.com/lib/exe/fetch.php?tok=6e79cb&media=https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/adddecision_1.png|{{  https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/adddecision_1.png?direct&250x332  }}]]
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 ==== Specifying the Alternatives in Decision ====
-A ''decision''  would entail two or more different paths depending on the answer to the decision in question. In Stages, the path that a specific decision leads to can be specified using comment. The ability to add a comment is also present in activity. However, comment for successor activities in ''decision''  make it clear to end user which decision led to that activity.
+A ''decision''  would entail two or more different paths depending on the answer to the decision in question. In Stages, the path that a specific decision leads to can be specified using comment. The ability to add a comment is also available for an activity. However, comments for successor activities of a ''decision''  make it clear to the end-user which decision led to that activity.
-Typical decision alternatives are 'Yes' and 'No'. In the below example, the alternatives modeled are make and buy. This is done by adding successor to the ''decision''  and tapping or clicking on three dots on the successor ''activity''  in the sequence and editing a comment.
+Typical decision alternatives are 'Yes' and 'No'. In the below example, the alternatives modeled are 'make' and 'buy'. This is done by adding a successor to the ''decision''  and tapping or clicking on three dots on the successor ''activity''  in the sequence and editing a comment.
 Note: Once you type your comment, hit enter and your comment will be saved.
 [[https://doc.stagesasaservice.com/lib/exe/fetch.php?tok=fd6562&media=https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/73/decisioncomment.png|{{  https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/73/decisioncomment.png?direct&650x559  }}]]
-===== Sorting =====
-The steps to sort ''workflow''  and ''activity''  /''decision''  is the same. For ''workflow'', you will navigate to ''Workflow''  and ''Activities''  by clicking on it. Then choose ‘Sort’ by selecting the three dots as shown for our workspace ‘Software Engineering’.
-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.
-[[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 the ‘Sort’ option and use the above steps to sort ''activities''  and'' decisions''  within a ''workflow''.
-===== Moving =====
-The steps to move ''workflow''  and ''activity''  /''decision''  is the same. For ''workflow'', you will navigate to ''Workflow''  and ''Activities''  by clicking on it. Then choose ‘Move’ by selecting the three dots as shown for our ''workspace''  ‘Software Engineering’.
-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’.
-[[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 the ‘Move’ option and use the above steps to move ''activities''  and ''decisions''  from the given ''workflow''  to ''workflow''  of your choice.