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Pool

Pool is a container of a diagram. 

  • Click the plus icon below the pools title. New pool and pop-up will open under the pools title.
  • In the pop-up, set the pool features.
    • Enter the "Expense Form" name in to name field. 
  • Click the "Ok" button, "Ok" button is found in on the bottom-hand side of the pop-up. Diagram overview screen will open on the same screen.            

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 Role is a definition of who will be responsible for the task. 

  • Click the plus icon below the roles title. New role and pop-up will open under the roles title.
  • In the pop-up, set the roles features.

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  • Enter the "Accounting Specialist" name in to into the name field.
  • Click the close button, "close" button is found in on the bottom-hand side of the pop-up. 

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  • Enter the "Accounting Manager" name in to into the name field.
  • Click the close button,  "close" button is found in on the bottom-hand side of the pop-up. 

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When the diagram overview screen is opened, you will see expense form headed task.

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        * Click this task and select the "Accounting Specialist" below the role title.
        * When the task is created, "add new" field will be appear near to the task. It is action field. 
        * Double-click on the action field, enter "submit" name in to into the field. 
        * When the submit action is created, new action field will appear below the submit action.
        * Double- click on the new action field, enter "avoid" name in to fieldinto the field.

  • To create a second task. Click "Submit" action button, "Add new task" button will be seen on the screen.

        * Click on  "Add new task" button, new task will be seen on the screen.
        * When the task is created, "add new" field will be appear near to the task. It is action field. 
        * Double- click on the action field, enter "approve" name in to fieldinto the field
        * When the approve action is created, new action field will appear below the submit action.
        * Double- click on the new action field, enter "reject" name in to fieldinto the field.
        * Select the "Accounting Manager" below the role title.

  • To create a third task. Click "Approve" action button, "Add new task" button will be seen on the screen.

          * Click on  "Add new task" button, new task will be seen on the screen. 
          * Enter the "Accounting Records" name in to task property fields screen.
          * When the task is created, "add new" field will be appear near to task. It is action field. 
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    Double- click on the action field, enter "save" name in to fieldinto the field

          * Click this task and select the "Accounting Specialist" below the role title.

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  • Click the "Reject" action, you will see red point near the action field. 
  • Click the red point then move the mouse, red point color will be changed to pink and a long arrow will be seen on the screen.
  • Bring the arrow near the "Expense form" task left side and also you will see pink point on there. Put the arrow to the pink point on the task.

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