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The Process Maps view displays a flow chart of the selected process level. The view is split into two parts, the left part of the view displays the process navigation tree and the process flow charts are displayed on the right side. In addition, if the Details Pane is enabled, it is shown on the lower part of the right side frame. The Navigator tree can be expanded or collapsed with the + and - signs next to the elements. Clicking the name of the flow chart opens the flow chart view on the right side of the view.

 

Model can be selected by clicking the Select Model link above the process hierarchy. This will open a dialog that allows you to select the model by clicking the model name.  By default, the current version of a model is opened. To open a specific older version of a model, select the Show old model check box, and then select the version you want to open. In the model selection dialog base models are shown with a red icon, child models with a green icon, and other models with a blue icon. Clicking the name of the active model opens the Model Properties view.

 

There are two modes for the process maps view, Summary mode and Details mode. Mode can be changed by clicking Show Details and Show Summary in the toolbar. The mode is always reset to Summary mode when a new flow chart is opened.

 

The flow charts are published according to the Web publishing settings set in QPR ProcessGuide. The user can view the parts of the model to which he/she has (at minimum) view rights to. The items displayed in the views act as links to various other views. The toolbar can be used to access other views or to modify the current view.

 

Summary Mode

 

In the summary mode there is only basic information available: title which shows the flow chart name, description, and the owner. There is also a graph section and recent actions section in the summary mode. Links at the top a will open the details mode. Additionally, if the process level has links to Scorecard measures and the Scorecard Web Client is available, also the measures section is shown.

 

Details Mode

 

Details mode shows all the information in summary mode, but there is also an information section, organization items section, process levels section, incoming flows section, outgoing flows section, process steps section, notes section, resources section, information items section, custom attributes section, and measures section.

 

Information Section

 

Information section (shown only in details mode) shows additional information about the flow chart: model name, symbol, process step type, version number, status, author, and comment.

 

Graph Section

 

The graph section displays the flow chart image. The model elements in the flow chart contain hotspots that link to various Detail views, showing information about the model elements. If the element is a process interface element or an external model process step, the hotspot can link to an external model. To select a hotspot, click on one of the icons on the bottom right-hand corner of the model element. With groups the hotspot is located closely around the group border and clicking it will open the group details view. With flows that come from or lead to another process level, the source or destination process level name is also a link to that process level, so clicking the name of the source or destination process level will open a corresponding flow chart.

 

Settings can be changed by clicking Graph Settings link, which will open a dialog that allows you to select the zoom size for the flow chart. The zoom sizes are defined in the QPR ProcessGuide Development Client (in the case model specific web publishing settings are used) or in the QPR ProcessGuide Plugin Configuration. You can also choose to define the zoom size by entering a percentage number and clicking "Zoom", or by clicking "Fit to window" or "Page width" to have the zoom size adjusted to the window size. Selecting the zoom size will refresh the flow chart. "Cancel" will close the dialog without applying any changes.

 

 

The following links are available for different model elements:

Detail View

icn_details

Opens the Detail view of the model element. This is visible only with subprocesses, external models and linked interface elements. The detail view for other model elements opens when clicking the element.

Information Items

icn_info

Opens the information item when the there is only one information item in the element. When there are more than one information items in the element, opens the Details Pane with the Information Items page shown.

Notes

icn_note

Opens the note's Detail View.

Measure Values

 

Opens the Scorecards view for the corresponding measure.

Subprocess Flow Chart

icn_subprocess

Click on the element to view the flow chart of the subprocess in the right frame.

Start or Destination process level for a flow


Click on the beginning/end of the flow (i.e. on the 'o'), to view the flowchart in which the flow begins/ends.

 

Recent Actions Section

 

Recent actions section shows a table of the attached items that are recently created or modified. Type field shows the icon for the action type, Header shows the action's header, User shows the action's author and Date shows when the action was created or modified. By clicking the item name, the details of the item will be opened, depending on the type of the item.

 

Clicking Add in the section title will open a view for adding actions for the current flow chart. The Show All link will open an action view for the flow chart for viewing actions linked to it. Creating new actions through the view is also possible.

 

Organization Items Section

 

The organization items section lists all organization items the current process level belongs to. Each organization item is listed with its type (icon) and name.

 

Process Levels Section

 

The process levels section lists the parent process level of the current process level. Each process level is listed with its type (icon) and name.

 

Incoming Flows Section

 

The incoming flows section lists all the flows coming to the process level from some other process level. Each flow is listed with its type (icon), name, and from which flow chart it is coming from.

 

Outgoing Flows Section

 

The outgoing flows section lists all the flows going out from the process level to some other process level. Each flow is listed with its type (icon), name, and to which flow chart it is going to.

 

Process Steps Section

 

The process steps section lists all the process steps in the current process level. Each process step is listed with its type (icon), name, description, and owner.

 

Notes Section

 

The notes section lists all the notes in the current process level. Each note is listed with its type (icon), name, and description.

 

Resources Section

 

The resources section lists all the resources connected to the current process level. Each resource is listed with its type (icon) and name.

 

Information Items Section

 

The information items section lists all the information items connected to the current process level. Each information item is listed with its name, type, and location.

 

Custom Attributes Section

 

The custom attributes section lists all main level custom attributes with their name and value.

 

Measures Section

 

The Measures section lists all ScoreCard measures connected to process steps in the current process level and to process steps in the current process level's child process levels (one level down from the active level). The type field shows the icon for the measure type, name shows the measure's name, process step shows the process step the measure is connected to, value shows the measure's value, color displays graphical illustration of the measure's value within a predefined scale and trend shows the current development of the measure value. Clicking the name opens the measure in the Scorecards section of the QPR Portal.

 

Toolbar

 

The toolbar contains the following options:

Select Model

Opens the Select Model window.

Print

Prints the contents of the active detail view.

 

Bookmark

Creates a bookmark of the current view. The bookmark becomes available in the My Contents tab.

Add to Basket

Adds the current view to basket in order to use the view in your Briefing Booklet.

Actions

Allows you to attach a comment, an action plan, a lesson, or a document to the current view. The action becomes available in the Actions tab of QPR Portal.

Up

Goes up one process level (i.e. displays the parent flow chart). This option is visible if there is a higher-level flow chart available.

Views

Opens the view selection dialog.

Show Element List

Opens the element list view.

Show Summary

Changes the view to the Summary mode. This link is visible when the Details mode is active.

Show Details

Changes the view to the Details mode. This link is visible when the Summary mode is active.

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