How should I read a process?

In the Viewer, you can view shared or published processes. A process consists of a sequence of icons with small indicators, descriptions, and linked information.

Processes in Engage Process are always read from left to right.

Explanation of process steps

Processes modelled in Engage Process consist of a series of icons. Below, the most commonly used standard icons are explained.

Activities

Activities describe actions performed by a person or a system.

• Automatic
  An activity performed automatically by a computer or machine. No human action is involved, therefore no role can be assigned.

• Computer
  An activity performed by a person using a computer or application.

• Manual
  An activity performed by a person without the use of a computer or tool.

• Internet
  An activity performed by a person that requires consulting the internet. This is a specialization of the Computer activity.

• Telephone
  An activity performed by a person using a telephone.

• Meeting
  An activity performed by multiple people where consultation takes place.

• Teamwork
  An activity performed by several people with different disciplines.

• Other
  An activity performed by a person when none of the other activity types apply.

Navigation

Navigation steps influence the flow of the process.

• Decision
  A decision made by a person that determines which process branch will be followed.
  Example: a go/no-go decision based on available information. Only one branch is followed (either/or).

• Choice
  A split based on a factual condition determined earlier in the process.
  Example: invoice amount above or below €25,000 determines the approval route. Only one branch is followed (either/or).

• Parallel
  A split where multiple process branches are executed simultaneously.
  This is an and/and situation.

• Wait
  A moment where the process pauses until a specific condition or point in time is reached.

Structure

To keep processes clear and manageable, grouping and layering can be applied.

• Phase
  A group of process steps that together form a phase.
  Double-click the icon to open the phase.

• Subprocess
  A group of logically related process steps.
  Double-click the icon to view the subprocess.

• Process link
  A reference to another process. The main process continues once the linked process is completed.
  Double-click the icon to open the linked process.

Explanation of indicators

Indicators are small icons shown on process steps. They indicate that additional information is available.

• Document (blue)
  A document is linked to the process step.

• Description (yellow)
  A description is available in the Description panel.

• Remarks (green)
  A remark is available in the Description panel under Notes.

• Annotation (pink)
  An annotation is available in the Description panel under Notes.

• Comment (light blue)
  A comment is available in the Comments panel.

• Finding (purple)
  A finding is linked to the process step and visible in the Findings panel.
  If multiple findings exist, the number is shown on the indicator.

Process and process step view

Information can be recorded at process level and process step level.

• When you open a process, process-level information is shown in the panels on the right and bottom.

• When you click on a process step, the panels display step-specific information.

• To return to process-level information, click on the white background of the process.

Tip

• Double-click the white background to view process-level information side by side:
  Description, Documents, Comments and Properties.

• Double-click a process step to view step-level information side by side:
  Description, Documents, Comments and Properties.