Make a change to “Deliver car” in the private workspace without affecting base – QualiWare X

Purpose: Understand how the Base and Private Workspace interact.

Task: Open WorkFlowDiagramDeliver car” in the Private Workspace add an additional roleExtra role” and then note that the change has not been promoted to base.

Navigate between the private workspace and base:

  1. Go back to QLM
  2. Ensure that the Private Workspace is open
  3. Open WorkFlowDiagramDeliver car
  4. Note that the Revision of WorkFlowDiagramDeliver car” in the private workspace is 1
  5. In the right symbol panel click Role to start placing Role symbols
  6. Click immediately below the Garage manager to place a new role and name it “Extra role
  7. Close the diagram WorkFlowDiagramDeliver car” to save your changes
  8. In the top menu click File->Private Workspace->Close… to exit the private workspace and enter the base
  9. Open WorkFlowDiagramDeliver car
  10. Note that the roleExtra role” is not present on the diagram because the Revision of WorkFlowDiagramDeliver car” in the base is 0
Deliver car in Revision 0 in the base

 

Deliver car Revision 1 in the private workspace

Approve, promote and create a new revision of “Book car” on the web – QualiWare X

Purpose: Understand how to promote and create a new revision of a diagram from the web.

Task: Open WorkFlowDiagramBook car” on the web and use the governance action button to approve and promote it from the private workspace to the base (Hint 1). Create a new revision of WorkFlowDiagramDeliver car” (Hint 2).

Promote a diagram:

  1. Open the web in the Development PrivateWorkspace
  2. In the top menu click Process -> Workflows to open a list of all WorkFlowDiagrams in the repository
  3. In the list of all WorkFlowDiagrams click WorkFlowDiagram Book car” to open WorkFlowDiagramBook car” on the web
  4. On the web in the upper right portion of the screen locate the Governance Action button and click on Governance Action->Ready for approval to send WorkFlowDiagramBook car” to the Ready for approval state
  5. On the web in the upper right portion of the screen locate the Governance Action button and click on Governance Action->Approve to send WorkFlowDiagramBook car” to the Approved state

Create a new revision:

  1. Ensure that the Development Private Workspace is open
  2. On the web in the upper right portion of the screen locate the Governance Action button and click on Governance Action->Create New Revision to create a new revision of WorkFlowDiagramBook car” and send it to the private workspace
  3. Note that the Revision of WorkFlowDiagramBook car” is now 1
The governance action button in the Development private workspace

Use a Spreadsheet to Mass-Edit Data – QualiWare X

Purpose: Understand how to re-open an existing property matrix and modify it.

Task: Open property matrix QualiWare Processes Properties” (Hint 1) and add an additional column (Hint 2)

Re-open an existing matrix:

  1. In the lower left corner toggle the repository view “System” to filter the repository explorer by only QualiWare System templates
  2. Navigate to the Matrix template and double-click on the matrixQualiWare Processes Properties” to open it

Add an additional Short Description column to the property matrix:

  1. Right-click on the Responsible column and click Column->Add Column to open the new column dialog
  2. Select “Short Description | ShortDescription” and click OK to add the short description column to the matrix
  3. Double-click in the Short Description field for “Bill customer” to add a description
  4. In the description dialog type in “Billing the customer the appropriate amount in a timely manner.
The QualiCar Processes Matrix

 

Useful Info:

The properties of objects in the repository are stored in data variables. The data variables have a label e.g. “Responsible” and a variable name e.g. “HasResponsible”.

Use a Spreadsheet to Check a Diagram for Completeness – QualiWare X

Purpose: Understand how to create and use property matrices for more efficient repository content documentation.

Create a property matrix containing all BusinessProcesses from BusinessProcessNetworkQualiCar Processes” (Hint 1) and use the property matrix to add the Owner (Hint 2) and Responsible (Hint 3to all the BusinessProcesses.

Create a property matrix:

  1. In the menu click Tools->Matrices->Property Matrix to initiate the matrix creation process
  2. In the dialog window for the template list select BusinessProcess and click OK
  3. In the property list select “Responsible | HasResponsible” and “Owner | OwnedBy” and click OK
  4. In the filter dialog window choose the Rule based (updates the matrix each time it is opened) filter and click OK
  5. In the row objects specification dialog check “Only objects used by” and select BusinessProcessNetworkQualiCar Processes” in the link field and click OK
  6. In the matrix name dialog type in “QualiWare Processes Properties“and click OK to create and open the Property MatrixQualiWare Processes Properties

Add Owner to all BusinessProcesses:

  1. In the MatrixQualiWare Processes Propertiesdouble-click in the Owner field for “Bill customer and click Insert… to open the Repository Explorer
  2. In the Repository Explorer insert the Position “Chief Financial Officer
  3. Execute steps 1-2 for:
    • Govern and control operations” and “Chief Executive Officer
    • Manage human resource” and “Head of HR
    • Market product and service” and “Chief Sales Officer
    • Provide information technology” and “Chief Technical Officer
    • Purchase car” and “Chief Operating  Officer

Add Responsible to all BusinessProcesses:

  1. In the MatrixQualiCar Processes Matrixdouble-click in the Responsible field for “Bill customer and click Insert… to open the Repository Explorer
  2. In the Repository Explorer dialog on the left select Position
  3. For the Name field type in the text Accounting Manager
  4. Execute steps 1-3 for:
    • Govern and control operations” and “Chief Operating Officer
    • Manage human resource” and “HR Manager
    • Market product and service” and “Marketing Manager
    • Provide information technology” and “IT Manager
    • Purchase car” and “Purchasing Manager
  5. Close property matrix “QualiCar Processes Matrix
QualiCar Processes Matrix so far…

 

Useful Info:

The properties of objects in the repository are stored in data variables. The data variables have a label e.g. “Responsible” and a variable name e.g. “HasResponsible”.

Search the Repository – QualiWare X

Purpose: Understand the Full-Text Search functionality.

Task: Use the Full-Text Search toolbar button to search the repository for all content containing the word “car“.

Search the repository:

  1. In the top toolbar click on the “Full-Text Search” button 
  2. In the QualiWare Search Engine dialog type in “car” and click OK
  3. From the list in the Message Window click BusinessProcessNetwork “Rent a Car”
  4. Click on the Message Window tab to open the list of search results again
  5. Click on the Show/Hide listview  button to close the list of search results

Explore a Context View – QualiWare X

Purpose: Understand how to execute the context view from a diagram, the repository explorer and on the web.

Task: Create a context view from a diagram for the BusinessProcess Rent a car” (Hint 1), the repository explorer (Hint 2) and on the web (Hint 3).

Create context view from web:

  1. Open the web and swtich configurations to the Development PrivateWorkspace
  2. In the top menu click Process -> Business Processes to open a list of all BusinessProcessNetworks
  3. In the list click BusinessProcessNetworkQualiCar Processes” to open the diagram
  4. Click on the Context View tab
  5. Drag BusinessProcess “Rent a car” to the center column
Context view on the web

 

Create an External Document from the Web – QualiWare X

Purpose: Understand how to navigate, create and edit objects on the web.

Task: Create an ExternalDocument from the Web with a link to the QualiCar Rental Contract.pdf (Hint 1) and add it to the properties of the activityPlace booking inquiry” (Hint 2).

Create ExternalDocument on Web:

  1. Save the QualiCar Rental Contract.pdf to the desktop
  2. Open the Web and change the configuration to Development PrivateWorkspace
  3. Navigate to Process->Documents to get a list overview (HTML Query Result View / QRV) of all the existing documents
  4. In the upper right button menu click Create
  5. In the Name field type in “QualiCar Rental Contract
  6. Under FileDetails next to the File field click Select
  7. Select QualiCar Rental Contract.pdf on your desktop and click OK
  8. Ensure that the Media Type field is either Document or PDF
  9. Click OK to save your changes and close the dialog
The Advanced Create dialog on web

Link to ExternalDocument on Web:

  1. On the Web Navigate to Process->Workflows to get a list overview (QRV) of all the existing workflows
  2. Click on “Book car” to open it
  3. Click on the activityPlace booking inquiry
  4. Click the Edit button to open the properties dialog
  5. Navigate to the Associated Documents field
  6. Click Insert
  7. In the list click on the ExternalDocument QualiCar Rental Contract
  8. Click Select
  9. Click OK to save your changes and close the properties dialog

Document activity paths for “Deliver car” – QualiWare X

Purpose: Finish preparing the “Deliver car” diagram by drawing connectors.

Task: Document the activity paths between the business eventsactivities and workflow conditions.

Refer to Simeon Gonzales’ explanation of the workflow to identify the activity paths:

Simeon Gonzales:

There are two roles in the “Deliver car” workflow: Driver and Garage manager.

The “Deliver car” workflow starts when a Booking is done. From there the two roles perform activities until the Car is delivered.

When a Booking is done the Driver is responsible for the activity Look up and request cars“.

The Garage manager role then is responsible for the activities Prepare car” and “Hand over car“.

Once that is done, the Driver role is responsible for the activity Deliver car to customer” which ends with the event “Car delivered”..

Document activity paths:

  1. Click on the ActivityPath connection in the right symbol panel to start drawing activity paths
  2. Click on the BusinessEvent Booking done” and click on the Activity Look up  and request cars” (Note: If you re-used the BusinessEvent properly, a button will appear)
  3. Click on the Activity Look up  and request cars” and click on the Activity Prepare car
  4. Click on the Activity Prepare car” and click on the Activity Hand over car to driver
  5. Click on the Activity Hand over car to driver” and click on the Activity Deliver car to customer
  6. Click on the Activity Deliver car to customer” and click on the BusinessEvent Car delivered
The WorkFlowDiagram Deliver car.

Document activities for “Deliver car” – QualiWare X

Purpose: Prepare the “Deliver car” diagram by placing activities.

Task: Document the activities that the two roles are responsible for performing by placing Activity symbols.

Refer to Simeon Gonzales‘ explanation of the workflow to identify the activities:

Simeon Gonzales:

There are two roles in the “Deliver car” workflow: Driver and Garage manager.

The “Deliver car” workflow starts when a Booking is done. From there the two roles perform activities until the Car is delivered.

When a Booking is done the Driver is responsible for the activity Look up and request cars“.

The Garage manager role then is responsible for the activities Prepare car” and “Hand over car“.

One that is done, the Customer service role is responsible for the activity Deliver car to customer” which ends with the event “Car delivered”

Document activities:

  1. Click on the Activity symbol in the right symbol panel to start placing Activities
  2. Place an activity within the Driver role (near the beginning) and name it Look up  and request cars
  3. Place an activity within the Garage manager role (near the middle) and name it Prepare car
  4. Place an activity within the Garage manager role (near the end) and name it Hand over car to driver
  5. Place an activity within the Driver role (near the end) and name it Deliver car to customer
  6. Align the activities horizontally within their respective roles
The WorkFlowDiagram “Deliver car” so far…

 

Useful shortcuts:

CTRL+G Enables the grid which helps with arranging symbols more precisely.

J Aligns the selected symbols either horizontally or vertically to the first selected symbol.

S Copies the size of the first selected objects to all all selected symbols.