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QPR Knowledge Base 2019.1

Navigation: Portal Fast Guide to Processes

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QPR Suite 2019

Fast Guide to Processes in QPR Portal

This guide provides you with a quick overview to the most relevant functionality related to browsing process models in QPR Portal.

 

Opening Portal and Logging In

Start the QPR Portal by selecting Start -> All Programs -> QPR Suite 2019 Servers -> QPR Portal.

 

You can login to the QPR Portal by entering your username and password to the fields on the left side. The default user for all QPR products is 'qpr' and the password is 'demo'.

 

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Tabs of QPR Portal

There are four main tabs available in QPR Portal:

My Contents: Here you can see e.g. your bookmarks, responsibilities, and briefing booklets published to you.

Processes: Here you can browse process models. This guide focuses mainly on this tab.

Scorecards: Here you can view measures of your organization’s balanced scorecard.

Actions: Here you can create and view actions related to process models, scorecards, and to your organization in general.

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Selecting Models

To select a model, go to the Processes tab and click Select Model in the left frame. A dialog for selecting a model is displayed.

 

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Navigation

Navigating the process models is easy and straightforward. In the Diagrams view you can select the desired diagram from the navigation frame (A) and a diagram view for the corresponding level is opened in the viewing frame (B). The toolbar buttons function as follows:

btn_select_model

Opens a model selection window.

btn_print

Prints the active diagram.

btn_bookmark

Opens the bookmark window. See the next section for more information.

btn_add_to_basket

Add elements from the active diagram to the basket for later reuse.

btn_actions

Opens the Actions view showing all actions connected to the current diagram. See the Commenting and Action Planning section.

btn_views

Opens a dialog for selecting pre-defined view settings for the diagram view.

btn_show_details

Switch the view to a more detailed mode.

pic_process_map

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Elements on Diagrams

Clicking the element symbols opens the details of the elements or opens a new child diagram in the case the element is a diagram. You can identify diagrams by shadows behind the elements. Diagrams have a magnifying class icon for opening a details view and can include also an information item icon as well as indicators of linked QPR Metrics measures.

pic_subprocess_infoitem_indicator

A diagram element with attached information items and indicator from a linked QPR Metrics element

 

Bookmarking

To bookmark the currently active diagram, click Bookmark in the toolbar above the diagram.

 

pic_bookmark

 

To change the default name of the bookmark, change the text in the Link name field. Click OK to create the bookmark.

 

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