The process diagram is design section of process. A process diagram is a visualized model, process diagram tools are pools, roles, diagram and routes. The following tool titles describe how to create expense form diagram in the process diagram.
Pool
Pool is a container of 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 the bottom-hand side of the pop-up. Diagram overview screen will open on the same screen.
Roles
Role is a definition of who will be responsible for 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.
Role 1:
- Enter the "Accounting Specialist" name in to name field.
- Click the close button, "close" button is found in the bottom-hand side of the pop-up.
Role 2:
- Enter the "Accounting Manager" name in to name field.
- Click the close button, "close" button is found in the bottom-hand side of the pop-up.
Diagram
Expense form application will run within three task steps so we will design three task in the diagram overview step.
When the diagram overview screen opened, you will see expense form headed task.
- First task title is expense form, If you want you can change the task name. We need to give a role to this task.
* Click this task and select the "Accounting Specialist" below the role title.
* Click the action field on the task. To create two action, those are submit and avoid. - 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.
* Enter the "Approve" name in to task property fields screen.
* Click the action field on the task. To create two action, those are approve and reject.
* 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.
* Click the action field on the task. To create action, save.
* Select the "Accounting Specialist" below the role title.
Routes
Routes are links between Actions and Tasks to build relation within process diagram.
- 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 pink point on the task.
