Oracle Designer Tutorial


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Lesson 1
Create process steps and add flows

Processes play a critical role in the way a business works. Modeling a process enables you to both understand and improve existing processes, and also to design new processes.

With Oracle Designer, you model a business process using a process diagram. The diagram shows the sequence of process steps that create a product or service within the business, and the flow of information between them. Some products and services might be for customers outside the organization. Other processes provide internal benefit and help manage the business.

Process Modeler enables you to create process diagrams to model business processes. The data from a process diagram is stored in the Oracle Designer repository and is available for use by other Oracle Designer tools. In particular, process steps are stored in the repository as functions, which you can access using the Function Hierarchy Diagrammer.

A process diagram has already been created to model customer order processing at a pizza delivery company. During this lesson you will:

Note: Before you start this lesson, make sure you have followed the instructions in Chapter 2, "Preparing for the Tutorial".

Create a process step

A process step represents an individual task within a business process. Each business process undertaken by an organization can be broken down into individual process steps.

When you save a process step in the repository, it is saved as a business function.

Objective

To add new process steps to the existing diagram modeling the Satisfy Customer Order process. These process steps are to be represented on the diagram by two of the icons shipped with Process Modeler.

Instructions

  1. Display the Oracle Designer Window (follow the instructions in "Starting Oracle Designer Tools and Utilities for the Tutorial" in Chapter 1).

  2. Click on the Process Modeler button on the Oracle Designer front panel to start Process Modeler.

    Image115.gif (1391 bytes)

    The workarea selection box may appear. If it does, highlight TUTORIAL and click the OK button.

  3. Select Filearrow.gif (182 bytes)Open to display the Open Diagram dialog box.

    Open Diagram dialog box

  4. Click on the plus symbol to expand the list, then double click on PM1 SATISFY CUSTOMER ORDER to open the diagram.

  5. Select Viewarrow.gif (182 bytes)Iconic to make sure the diagram appears in iconic mode (as shown below).

    Screen capture of process modeller in iconic mode

    You may have to resize the diagram to see all of the icons.

  6. Click on the Create Process Step toolbar button.

    Create Process Step toolbar button

  7. Move the mouse pointer into the lowest swim lane (the horizontal strip next to the 'Unspecified' organization unit).

  8. Click the mouse button.

    The Create Process Step dialog box is displayed.

    Create Process Step dialog box

  9. Enter the following details for the new process step:

    Short Definition: Add new product to the menu

    Label: DELI 10.4 (AUTO)

  10. Click on OK to close the dialog box.

    The new process step is represented on the diagram by an icon, as shown below.

    screen capture of proc mod new icon

    You can now change the icon that represents the new process step.

  11. Double click the ADD NEW PRODUCT TO THE MENU process step to display the Edit Process Step dialog box.

  12. Display the Multimedia tab of the Edit Process Step dialog box.

    Multimedia tab of the Edit Process Step dialog box

  13. Select PERSCMP1.BMP from the Animation Icon drop-down list.

  14. Click on OK to close the Edit Process Step dialog box.

  15. In the lowest swim lane, add a second process step as descibed in step 7 to 10, above. For this second process step, enter the following details:

    Short Definition: Publish menu on the Web

    Label: DELI 10.5 (AUTO)

  16. Using the procedure described in steps 11 to 14, above, change the icon of the new process step to globe1.bmp.

Add a flow, a trigger and an outcome

A flow represents the movement of information between individual elements (e.g. process steps) on a process diagram. A trigger is an event that initiates the business process that a process diagram illustrates. An outcome is an event that results from the business process that a process diagram illustrates.

Objective

To add a flow to the process diagram, between the ADD NEW PRODUCT TO THE MENU process step and the PUBLISH MENU ON THE WEB process step, and to add a trigger and outcome.

Instructions

  1. Click on the Create Flow toolbar button.

    Create Flow toolbar button

  2. Click on the ADD NEW PRODUCT TO THE MENU process step.

  3. Click on the PUBLISH MENU ON THE WEB process step.

    The Create Flow dialog box appears.

    Create Flow dialog box

  4. Click on OK to close the dialog box and add the flow to the diagram.

  5. Click on the Create Trigger toolbar button.

    Create Trigger toolbar button

  6. Click on the ADD NEW PRODUCT TO THE MENU process step.

    The Create Trigger dialog box appears.

  7. In the Name box, type NEED FOR MENU CHANGE and click OK.

  8. Click on the Create Outcome toolbar button.

    Create Outcome toolbar button

  9. Click on the PUBLISH MENU ON THE WEB process step.

    The Create Outcome dialog box appears.

  10. In the Name box, type PRODUCT PUBLICISED and click OK.

    The diagram now appears as shown.

    completed process model diagram

  11. Select Filearrow.gif (182 bytes)Save Diagram to save the diagram.

  12. Select Filearrow.gif (182 bytes)Exit to close the Process Modeler.


Lesson summary

In this lesson you used the Process Modeler to enter new steps called ADD NEW PRODUCT TO THE MENU and PUBLISH MENU ON THE WEB in the Satisfy Customer Order process. You indicated an information flow and recorded a trigger and outcome.



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