Here's a list of what the default icons represent when building a process
- A Go to step does not have its own properties. Its name is derived from the name of the destination step.
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Process Step Properties: a set of properties common for each process step (except Go to step) consists of:
Property
Description
Name
Name of the process step
Description
Step's description
Remarks
Additional description
Note
Short note assigned to the step
Tag
Step’s tag that can replace the automatically generated step number on the process diagram
Documents
Set of documents linked to the process step
Note: Documents property is not available in Engage Process Modeler Professional edition.
If you have already defined a custom type with the scope Activities or All types in your project then the property with the name of this type will automatically appear in all activities or all steps of all processes of this project.
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RASCI roles: This is a set of properties common for all activities, i.e., for Automatic, Manual, Computer, Internet, Telephone, Other, Decision, Meeting and Teamwork. These properties are shown in the Properties pane in the separate category RASCI.
They define a set of additional roles linked to an activity. Note that hey are taken into account neither in the process analysis (statistics and evaluation) not in the swim lanes view. For analysis and swim lanes only Roles property values are used. Although Roles and Responsible have the same meaning you can define the set of Responsible roles for an activity independently from the actual value of Roles property of this activity.
Property
Description
Responsible
Set of roles who do the work to achieve the task
Accountable
Set of roles who are ultimately answerable for the correct completion of the task
Support
Set of roles who help complete the task
Consulted
Set of roles whose opinions are sought
Informed
Set of roles who are kept up-to-date on progress
RASCI is one of the most common examples of Responsibility assignment matrix. There are also other standards like RACI, CAIRO, PARIS, DACI etc. If you want to use another standard for your project you can redefine the responsibility roles in the projects settings The new name of the corresponding category will be derived from the first letters of the responsibility roles. However, we will always use the name RASCI for responsibility roles within this manual.
- Milestone, Join, Sink: A set of Milestone, Join and Sink properties consists of process step properties only
- Activity Properties:
This is a set of properties common for all tasks, i.e., Automatic, Manual, Computer, Internet, Telephone, Other, Decision, Meeting and Teamwork tasks. It consists of process step properties, RASCI roles (not available in the Professional edition) and additionally:
Property
Description
Type
Type of the task
Risk point
Indicates that there is a high risk connected to this step.
Input
List of prerequisites necessary to perform this step.
Output
List of results of the execution of this step.
Value added
Indicates if the task adds business or customer value to the process.
Roles
List of roles involved and number of participants in each role
Number of participants
Number of persons participating in the task (read-only, the value of this property is derived from Roles).
Owner
The role of the activity's owner
- Automatic Task: A set of Automatic task properties consists of activity properties excluding the Roles property (because no human being is involved in the execution of an automatic task).
- Choice:
A set of Choice properties consists of process step properties and additionally:
Property
Description
Type
Type of the step (in this case Choice)
Conditions/Frequencies
List of textual conditions and numerical frequencies assigned to the outgoing branches.
Risk point
Indicates that there is a high risk connected to this step.
- Decision:
Since a Decision is a task of making a decision that is followed by an actual choice, a set of Decision properties consists of activity properties and choice properties . - Break:
A set of Break properties consists of process step properties and additionally:
Property
Description
Value added
Indicates if the break adds business or customer value to the process.
Risk point
Indicates that there is a high risk connected to this step.
- Parallel:
A set of Parallel properties consists of process step properties and additionally:
Property
Description
Labels
List of labels assigned to the outgoing branches
- Subprocess:
A set of subprocess properties is common for Subprocess, Phase and Service steps and consists of process step properties and additionally:
Property
Description
Type
Subprocess, Service or Phase
Risk point
Indicates that there is a high risk connected to this step.
Input
List of prerequisites necessary to perform this step.
Output
List of results of the execution of this step.
- Service:
A set of Service properties consists of subprocess properties and additionally:
Property
Description
Roles
A set of roles assigned to the service
Owner
The role of the service's owner
- Process Link:
A set of Process link properties consists of process step properties and additionally:
Property
Description
Project
The name of the project containing the linked process (empty means current project)
Process
The name of the linked process
Entry point
The name of the entry point inside the linked process - this property is shown only if there are more than 1 entry to the process
- Start:
A single Start has process step properties only and additionally:
Property
Description
Trigger
Type of the event that is triggering the process: None, Timer or Message
If a process has entry points then the start step becomes a main entry point, See Entry point for the list of properties in this case. - Entry Point:
A set of an Entry point properties consists of process step properties and additionally:
Property
Description
Frequencies
List of relative frequencies assigned to the entry points - this property is common for all entry points
- Stop:
A set of Stop properties consists of process step properties and additionally:
Property
Description
Result
Result of the process execution - positive or negative.
For a stop inside a subprocess there is one property more:
Property
Description
Type
Type of an exit – in this case ‘Stop’.
- Entry:
Entry has process step properties only. However, its name cannot be updated. It is derived from the name of the embedding subprocess prefixed with 'Start of' phrase. - Exit:
A set of Exit properties consists of process step properties and additionally:
Property
Description
Type
Type of an exit – in this case ‘Exit’
The name of an Exit step cannot be updated. It is derived from the name of the embedding subprocess prefixed with 'End of' phrase. - Start of expanded subprocess, phase and service:
The Start of expanded subprocess step (as well as Start of expanded phase and Start of expanded service) has process step properties and additionally:
Property
Description
Input
List of prerequisites necessary to perform the subprocess.
The value of the Name property of the Begin of expanded subprocess (phase, service) is created automatically from the name of the subprocess (phase, service) that is preceded with 'Start of ' phrase. You can only change this name when a subprocess (phase, service) is collapsed. - End of expanded subprocess:
An End of expanded subprocess (as well as End of expanded phase and End of expanded service) has process step properties and additionally:.
Property
Description
Output
List of results of the execution of this subprocess.
The value of the Name property of the End of expanded subprocess (phase, service) is created automatically from the name of the subprocess (phase, service) that is preceded with 'End of ' phrase. You can only change this name when a subprocess (phase, service) is collapsed. - Begin of expanded process link:
A set of Begin of expanded process link properties consists of process step properties properties.
The value of the Name property of the Begin of expanded process link cannot be changed. It is created automatically from the name of the linked process that is preceded with 'Start of' phrase.
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End of expanded process link:
A set of End of expanded process link properties consists of process step properties.The value of the Name property of the End of expanded process link cannot be changed. It is created automatically from the name of the linked process that is preceded with 'End of ' phrase.