Maps and Diagrams
•Diagram authors can view a list of maps and map folders from the Processes page. You can then choose to open either the draft or master version via a link. Authors with the correct permissions can create, rename, delete or move a map into a folder from the processes page using Modern mode. •A processes search filter has been added to the processes page allowing users to search for processes across folders. The filter results will only display those diagrams you have permission to. •Diagram authors can create, view, rename, set access rights, and delete process map folders from the processes page. •Contributors who are also diagram owners can manage authorizers, reviewers and access rights. Additionally, they can request authorizations, reviews and unlock diagrams.
Creating Maps
Renaming Maps
Moving Maps
Deleting Maps
Create Map Folders
Renaming Map Folders
Manage Map Folder Access Rights
Deleting Map Folders
Diagram Management
Modern Mode
•A Modern Mode User Tour has been provided to demonstrate the basics of diagram creation, enrichment and guidelines for best practice (UPN methodology). Users can access the tour any time during map editing, and can navigate forwards and backwards through the tour content as required. •UPN (Universal process notation) methodology UPN methodology will be applied to all new and existing process diagrams with a view to assisting and encouraging best practice for new and established users. An activity should contain the following criteria:
•Activity Verb / Noun - What should we do? •Input - When should we do it? •Resource - Who should be doing it? •Output - Why should we be doing it?
A validation message will be offered when editing the diagram, alerting the user to any criteria that’s missing. Users will be prompted to add missing text before moving onto enriching their diagrams.
Additionally, when the user creates a drilldown, the input and output scope is automatically defined by the parent activity, further assisting and encouraging UPN methodology.
The UPN functionality is currently set as default.
•The action of creating a drilldown has been significantly improved. Users are now able to create a drilldown from directly within a process activity, without the need of accessing the activity asset panel. •Enriching activities has been made simpler; data tables and statement set links can be added to activities from within the Process Designer. •Authors can edit text directly on a diagram object to enhance process capture. •Objects can be moved between diagrams within an existing process map. You can move objects such as activities, flow lines, images and text boxes, from a source diagram to another part of the process map. To move objects, the source and destination diagrams must both be in draft and you must have the required access rights. Creating Maps
Diagram Levels
Data Tables
Statement Sets
Moving Objects
Statement Sets
•Administrators and statement set managers can access the statement set management console from the navigation bar. This new functionality will allow users with the correct permissions to create, view, rename, delete and manage access rights on statement set folders. Additionally, it’s now possible to move statement sets between folders. •When audits are performed against a statement or statement link, the user can edit their own statement or statement link audit record once it has been saved. Statement Sets
Moving Statement Sets
Editing Statement Audit Records
Editing Statement Link Audit Records
General
•The entire Web Server UI has undergone significant re-branding. The areas reviewed and updated include; CSS, layout, colors, styles, icons, buttons and text.
•Banners have been redesigned to provide a consistent format throughout the product:
•Alert banners highlight an issue that requires the user to understand and act upon before being able to proceed •Information banners display advice that may be helpful to the user •Action banners require the user to act upon an option •Success banners inform users an action has been performed successfully
•The clickable area on calendar buttons has been increased to make it easier for users to select dates for authorizations etc. •When a user opens a document or diagram to which new feedback or a reply has been added, an indicator is now visible on the feedback icon alerting the user to the new content.
•The search has been enhanced across the product. A user can make changes to a diagram, and a new indexing method is used to update the search capability faster than waiting for SSYNC to be run.
Providing Feedback
Replying to Feedback
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