Start in Asset view

From the Asset view after completing previous lab, click on Add Asset button on top right:

Add new business process

From the Add Asset view, click on Business Process button:

Create rewards approval process

In pop-up fill in fields as shown and click on OK button:

Process designer opening view

The process is created and displays the designer:

Note the generated alerts

Note the Alerts pane at bottom. Drag it upwards to view, it's showing errors. As you build this process, each error will be removed and eventually process builds. Right now it's missing start node transition and end node:

Rewards Process - planning phase

We are going to design a the following steps in our process:

  1. User task: Approve Reward, for HR employee decision
  2. Script task: Log, to log the HR decision
  3. Gateway: to check path to take based on reward decision
  4. Script task: Personel File, puts note in employee personnel file of reward decision
  5. Service task: Email Notice, sends email to notify employee of results
  6. Sequence flows: transitions between modes (arrows)
  7. End nodes: showing possible end states (approved / denied)

Rewards Process - adding a user task

It's possible to use the side menu to select process elements, but easier to click a node and use mini-icons to add next node type:
  • click on the start node
  • click on mini-icon Create Task to add task node
  • hover on mini-icon under Task to Convert into User

Rewards Process - task Approve Reward

Double click node to name node Approve Reward:

Saving your work

  • Be sure to regularly SAVE your work, located left top of designer
  • You can (and should!) comment your work, so click on that link
  • Add a comment and click on Save button
  • After saving, should see a green bar showing save succeeded

Rewards Process - validation errors

While building process, saving generates errors (validation). These should be noted, but should also vanish once we are done:

Rewards Process - task Log

Click on Approve Reward node and use mini-icons to add next node type:
  • click on mini-icon to Create Task to add task node
  • hover on mini-icon under Task to Convert into Script
  • double click node to name node Log

Saving your work

  • Be sure to regularly SAVE your work, located left top of designer
  • You can (and should!) comment your work, so click on that link
  • Add a comment and click on Save button
  • After saving, should see a green bar showing save succeeded

Rewards Process - add a gateway

Click on Log node and use mini-icons to add next node type:
  • click on mini-icon to Create Parallel to add task node
  • hover on mini-icon under Task to Convert into Exclusive
  • we want our process to follow only one path (XOR logic)

Saving your work

  • Be sure to regularly SAVE your work, located left top of designer
  • You can (and should!) comment your work, so click on that link
  • Add a comment and click on Save button
  • After saving, your process design looks like:

Rewards Process - add another task

Click on gateway and use mini-icons to add next node type:
  • click on mini-icon to Create Task to add task node
  • hover on mini-icon under Task and click on Convert into Script

Rewards Process - task Note Personnel File Rejected

Now name the task as follows:
  • double click node to name node Note personnel file rejected
  • click on check mark at the bottom to apply to task

Rewards Process - task Note Personnel File Accepted

Repeat to add second script task from gateway for approved path:
  • click on mini-icon to Create Task to add task node
  • hover on mini-icon under task and click on Convert into Script
  • name task Note personnel file accepted

Rewards Process - adjust layout positioning

You can play with the diagram to reposition the tasks and sequence flows as shown:

Saving your work

  • Be sure to regularly SAVE your work, located left top of designer
  • You can (and should!) comment your work, so click on that link
  • Add a comment and click on Save button
  • After saving, your process design looks like:

Rewards Process - Email service tasks

Now we want to add a service task known as Email. These are nodes to send an email of the rewards approval process to the employee:
  • This requires use of the menu located on the left side bar
  • The last icon on the bottom contains Service Tasks
  • Click to open and click on Email under ServiceTasks

Rewards Process - add rejected Email task

Now let's add an Email task to canvas:
  • Selecting activates the mouse to drag an Email task to the canvas
  • By clicking on the canvas, an Email task will be dropped onto the canvas

Rewards Process - connecting rejected Email task

Finally, add a sequence flow using Script Task mini-icons:
  • Click on Note personnel file rejected to activate mini-icons
  • Select Create Sequence Flow and connect both tasks as shown

Rewards Process - add accepted Email task

Repeat adding Email task after Note personnel file acceptedtask:
  • Name the top email task Email rejected
  • Name the botom email task Email accepted

Saving your work

  • Be sure to regularly SAVE your work, located left top of designer
  • You can (and should!) comment your work, so click on that link
  • Add a comment and click on Save button
  • After saving, your process design looks like:

Rewards Process - add rejected End node

Click on Email rejected, click on mini-icon Create End:
  • hover on mini-icon under task and click on Convert into End Terminate
  • This adds the final end node, name it End rejected path for unique name

Rewards Process - add accepted End node

Repeat for End accepted:
  • Save process with a comment
  • Process design completed for this lab should look like:

Saving your work

  • Be sure to regularly SAVE your work, located left top of designer
  • You can (and should!) comment your work, so click on that link
  • Add a comment and click on Save button
  • After saving, your process design looks like:

Returning to Asset view

Finally, we return to Asset view by clicking on rewards project in bread crumb menu at top. (Returning to Asset view can be done at any time).

Lab completed - Results

Eric D. Schabell
Portfolio Architect Director
@ericschabell
http://schabell.org
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Lab 5 - Completing process details