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73:modeling [2019/09/29 18:08]
ohh [Modeling Process]
73:modeling [2020/03/16 14:37] (current)
sph [Option 2: Start typing to associate a single, already existing element.]
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-====== Modeling Process ======+====== Modeling ​Process ======
  
-Modeling, documenting ​a process ​is vital for every organization. It enables clear communication ​and smooth functioning throughout the entire organizationThe processes are also dynamically ​stored under one umbrella ​which gives cushion ​for every organization to review ​it in a relaxed manner.+Modeling a process enables ​clear and consistent definition of processesIt 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.
  
-===== Modeling a Process =====+For our demonstration,​ we are modeling the ‘Requirements Management’ workflow in the ‘Software Engineering’ workspace.
  
-1. Click on ''​Proces''​ 
  
-{{  https://​doc.stagesasaservice.com//​lib/​plugins/​ckgedit/​fckeditor/​userfiles/​image/​73/​process1.png?​direct&​400x492 ​ }}+===== Workflow =====
  
-2. Click on the ''​Workflow ​and Activities''​ and use the Plus symbol for adding new elements(select ​''​workflow'' ​in this case)Make sure the the modelling view is used.+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 modelingclick or tap on ''​Workflow and Activities''​.
  
-{{  :73:process2.png?​direct&​400x492 ​ }}+[[https://​doc.stagesasaservice.com/​lib/​exe/​fetch.php?​media=73:​process13_1.png|{{  :73:process13_1.png?​direct&​566x467 ​ }}]]
  
-{{  :​73:​process3.png?​direct&​400x239 ​ }}+To add a new workflow, you can either click on ‘Add Workflow’ or the + symbol.
  
-{{  :73:process4.png?​direct&​391x239 ​ }}+[[https://​doc.stagesasaservice.com/​lib/​exe/​fetch.php?​media=73:​process14_1.png|{{  :73:process14_1.png?​direct&​276x776 ​ }}]]
  
-3.Type ​the name of''​ workflow''​- I am naming my''​ workflow''​ as "​Requirements Management"​Click the Plus sign on the right of the window ​to start modelling ​the''​ workflow''​. Either ''​activity''​ or a ''​decision''​ can be used.+**Note:** Make sure you have selected ​the ‘Modeling’ perspective, to see all modeling options available for the current element.
  
-{{  :73:process5.png?direct&452x492 ​ }}+[[:​73:​process15.png?​media=73:​process15.png|{{  :73:process15.png?nolink&57x238 ​ }}]]
  
-{{  :​73:​process6.png?​direct&​790x170 ​ }} 
  
-4. Let us consider 3 simple ''​activities''​ to this''​ workflow''​. Once the''​ activity''​ is chosen, type in the name of your''​ activities''​. More ''​activities''​ can be added by clicking the <font inherit/inherit;;#​3498db;;​inherit>​ADD ONE MORE</​font>​ text.+===== Activity/Decision =====
  
-{{  :​73:​process7.png?​direct&​790x306 ​ }}+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.
  
-{{  :​73:​process8.png?​direct&​752x170 ​ }}+The first option allows you to create a list of one or more ''​activities''​.
  
-5. Sequence- Let us assume a new ''​activity''​ is added as a Sucessor ​to the "​Create/​ Update Functional Specification"​'' ​activity''​.To execute this, click on the "​Create/​Functional Specification"​ ''​activity'',​ go to Sequence, Press the 3 dots next to the Successor and select "​Add."​+The + symbol allows you to create one or more ''​activities'' ​which are already associated with each other.
  
-{{  :73:process9.png?​direct&​987x541 ​ }}+[[https://​doc.stagesasaservice.com/​lib/​exe/​fetch.php?​media=73:​process16.png|{{  :73:process16.png?​direct&​525x247 ​ }}]]
  
-The new'' ​activity'' ​" Perform Hazard Analysis"​ is added.+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.
  
-{{  ​:73:​process10.png?​direct&​987x370 ​ }}+**Tip:** Instead of clicking on ADD ONE MORE, you can hit on the ‘Tab’ key on your keyboard to do the same.
  
-===== Hierarchy and Order =====+[[https://​doc.stagesasaservice.com/​lib/​exe/​fetch.php?​media=73:​process17_1.png|{{ ​ :​73:​process17_1.png?​direct&​600x261 ​ }}]]
  
-Change the hierarchial order in the left navigation panel by using Move(1). 
  
-  * Check the process elements you want to move, click on move and select the new process element.+===== Activity/​Decision as Predecessor or Successor =====
  
-{{  :​73:​process11.png?​direct&​335x553 ​ }}+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.
  
-Change ​the order of the process elements by using Sort(2).+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''​.
  
-  * Pull the burger menu in order to move the process elements.+[[https://​doc.stagesasaservice.com/​lib/​exe/​fetch.php?​media=73:​process18.png|{{ ​ :​73:​process18.png?​direct&​600x525 ​ }}]]
  
-{{  :73:process12.png?​direct&​343x569 ​ }}+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. 
 + 
 +[[https://​doc.stagesasaservice.com/​lib/​exe/​fetch.php?​media=73:​process19.png|{{  :73:process19.png?​direct&​500x219 ​ }}]] 
 + 
 + 
 +===== Associating Elements ===== 
 + 
 +In addition to the Sequence widget, there are also widgets for ''​work products'',​ ''​roles'',​ ''​phases'',​ ''​guidance''​. 
 + 
 +To associate elements, click or tap on the three dots in the respective widget to see the available options for associations. 
 + 
 +[[https://​doc.stagesasaservice.com/​lib/​exe/​fetch.php?​media=73:​process20.png|{{ ​ :​73:​process20.png?​direct&​800x299 ​ }}]] 
 + 
 +==== 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/​plugins/​ckgedit/​fckeditor/​userfiles/​image/​74/​assoc_browse_1.png?​nolink&​300x250}}{{https://​doc.stagesasaservice.com/​lib/​plugins/​ckgedit/​fckeditor/​userfiles/​image/​73/​assoc_browse_3.png?​nolink&​190x250}} 
 + 
 + 
 +==== 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/​plugins/​ckgedit/​fckeditor/​userfiles/​image/​73/​assoc_by_typing.png?​nolink&​243x236}} 
 + 
 + 
 +==== 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/​plugins/​ckgedit/​fckeditor/​userfiles/​image/​73/​assoc_create_element.png?​nolink&​260x247}} 
 + 
 + 
 +===== Editing/​Deleting Elements ===== 
 + 
 +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 ​ }} 
 + 
 +===== Description and Attributes ===== 
 + 
 +Use the pencil icon to make changes to the description or to update the flow start/end point (''​attribute''​) of your ''​activity''​ /''​decision''​ 
 + 
 + 
 +===== 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. 
 + 
 +{{  :​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''​. 
 +===== 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’. 
 + 
 +{{  :​73:​process24.png?​direct&​500x393 ​ }}{{  :​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.