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en:software:tim:processrepository
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| + | ======= Process Repository Client (PRC) ======= | ||
| - | ===== Process Repository Client (PRC) ===== | + | The Process Repository Client (PRC) was developed to keep track of individual processes and different versions of their [[en:software:tim:deploy_processdefinition | deployment]]. Older versions can be recovered and used again without too much effort. Furthermore, a history of changes implemented since the last version is documented by the PRC. The latter feature is meant to provide an overview and enables a swift and effective reaction to a broad range of customer needs. |
| + | <note important>To use this client the role [[en:software:tim:roles|Processdesigner]] has to be assigned!</note> | ||
| + | ----- | ||
| + | ====Overview of the Process Repository Client ==== | ||
| + | {{ :software:tim:repository_overview.png?600|}} | ||
| - | The Process Repository Client (PRC) was developd to keep track of individual processes and different versions of their [[en:software:tim:deploy_processdefinition | deployment]]. Older versions can be recovered and used again without too much effort. Furthermore, a history of changes implemented since the last version is documented by the PRC. The latter feature is meant to provide an overview and enables a swift and effective reaction to a broad range of customer needs. // | + | ^ Element ^ Beschreibung ^ |
| - | // | + | |**1**| A list of all the different processes is provided in this section. By clicking on a specific process a drop-down menu appears which provides a list of different versions of a process. By selecting a version an information box will show up in **element 2**.| |
| + | |**2**| Here the general information of individual process versions can be shown. This includes name, publisher, date and more. | | ||
| + | |**3**| In this section the process can be enriched in general. If a process is to be e.g. accompanied by a [[en:software:tim:Smartform]], you can set it up in the corresponding tab.| | ||
| - | {{ en:software:tim:pr2.png |}} // | ||
| - | // | ||
| - | + | ------------ | |
| - | ^ Element ^ Description ^ | + | |
| - | |**1**| A list of all the different processes is provided in this section. By clicking on a specific process a drop-down menu appears which provides a list of different versions of a process. By selecting a version an information box will show up on the left-hand side of the screen. | | + | |
| - | |**2**| The date of deployment and the version number will be shown if an individual version is selected. The version number will always be automatically updated. Additionally, a function is included which makes it possible to restore a selected older version of the process. As depicted in **Field 1**, versions which already have been deployed in the past are marked by a green checkmark-symbol and are assigned read-only status. | | + | |
| - | | **3** | This drop-down menu provides a list of all attributes being used in the process. By selecting an attribute the corresponding properties will show up beneath the drop-down menu. In addition, all the [[en:software:tim:swimlanes | Swimlanes]] of the process model will be listed. | | + | |
| - | | **4** | This area provides a list of information about all selected attributes from **Field 3**. This also entails information on the name and the value of each attribute. Information regarding the [[en:software:igrafx:onboarding_example#attribute | deployer]] and the [[en:software:igrafx:onboarding_example#attribute | owner]] as well as the [[en:software:igrafx:onboarding_example#attribute | starter]] and the name of the user who created this version will also be provided if the option "General Process Attributes" has been selected from the drop-down menu. | | + | |
| - | | **5** | This field contains elements like the actual [[en:software:igrafx_documentation | process model]], descriptions, [[en:software:tim:smartform | Smartforms]] and [[en:software:tim:section_handling | sections]]. The corresponding information will be provided by clicking on any desired tab. | | + | |
| - | | **6** | The tab **Model** depicts a comprehensive overview of the process model of a paticular version. {{ en:software:tim:prc_model.png?500 |}}| | + | |
| - | | **7** | **Description** offers a concise description of a version's process. {{ en:software:tim:prc_section.jpg?500 |}}| | + | |
| - | | **8** | The tab **Smartform** gives access to the [[en:software:tim:smartform_basics | source code of this Smartform]] which is embedded in the process. {{ en:software:tim:pcr_smartform.png?500 |}}| | + | |
| - | | **9** | **Sections** shows definitions pertaining to [[en:software:tim:section_handling | Section Handling]], which have been already established at the stage of process modelling. {{ en:software:tim:prc_section.jpg?500 |}}| | + | |
| ==== Restoring ==== | ==== Restoring ==== | ||
| + | To edit a process it must **not** be published. Published processes can be identified by a green-white symbol in front of the version. At the restoring of a version all information of the current version are copied into the newest version. | ||
| + | <note note>If a older process verison is to be restored, a e.g. newer [[en:software:tim:Smartform| smartform]] has to be taken over manually!</note> | ||
| + | {{ :software:tim:1.jpg?600|}} | ||
| + | After having selected the desired version which is supposed to be restored, a new version will be generated by the PRC after clicking on the button "Restore". This newly generated version will be assigned the next consecutive version number in line. The new version can then be edited by any user due to the fact that at this stage it is has not been properly deployed yet, which in turn means that it will not have the status of read-only. | ||
| + | <note important>Restoring can take a lot of time depending on the size of the process!</note> | ||
| - | {{ en:software:tim:pcr_restore.png?500 |}} // | + | ---------- |
| - | + | ||
| - | After having selected the desired version which is supposed to be restored, a new version will be generated by the PRC after clicking on the button "Restore". This newly generated version will be assigned the next consecutive version number in line. The new version can then be edited by any user due to the fact that at this stage it is has not been properly deployed yet, which in turn means that it will not have the status of read-only. // | + | |
| - | Within the PRC it is possible to edit a version in the same way as using the corresponding tool for modelling.// | + | |
| - | // | + | |
| - | + | ||
| ==== Editing ==== | ==== Editing ==== | ||
| The following section describes how the process can be changed in a simple and quick way by using the PRC: | The following section describes how the process can be changed in a simple and quick way by using the PRC: | ||
| === Deployer, owner and starter === | === Deployer, owner and starter === | ||
| - | {{ en:software:tim:prc_restore_edit.png?500 |}} // | + | {{:software:tim:repository_role_assignment.png?300 |}} |
| + | |||
| + | By clicking on a restored version which has not yet been deployed, the three main assignments of a process can be changed. The input happens with an autocomplete, which makes suggestions which groups match the current input. | ||
| + | |||
| + | === Count Critical === | ||
| + | Activates or deactivates the [[en:support:cpm|CPM calculation]] for this process. | ||
| + | |||
| + | ===Keep Buffer === | ||
| + | If a task is finished earlier than planned, the remaining time is transferred to the next task. By doing this if e.g. a task is not finished in time, the whole process can still be finished in time. | ||
| + | |||
| + | ===Efforts mandatory=== | ||
| + | If efforts have to be maintained in this process, it can be determined with this dropdown. It can be chosen between cost, time and cost or time. | ||
| + | |||
| + | ------ | ||
| + | |||
| + | |||
| + | ==== Model, description, Smartform and section ==== | ||
| + | {{ :software:tim:repository_information_extended.png?300 |}} | ||
| - | By clicking on a restored version which has not yet been deployed, the three main assignments of a process can be changed: (1) deployer (who is authorized to deploy the current process?), (2) owner (who is the person owning this process?) and (3) starter (who is entitled to start this process?). // | + | == Modell== |
| + | The model itself can't be changed with regard to its form. But, what can be changed are settings for certain tasks and activities. Individual tasks can be selected by accessing them via the process model or, alternatively, via the drop-down menu ([[#overview_of_the_process_repository_client|see element 2]]). | ||
| + | <note tip>If the process is deployed via a [[en:software:tim:deploy_processdefinition|modelling tool]], which is currently not lead as a partner, the selection via the processmodel is dropped. </note> | ||
| - | === Model, description, Smartform and section === | + | == Description == |
| - | {{ en:software:tim:prc_tab.png?500 |}} // | + | Here a description or additional information can be put. These are available to all users in all clients. |
| - | // | + | |
| - | == Model== | + | |
| - | The model itself can't be changed with regard to its form. But, what can be changed are settings for certain tasks and activities. Individual tasks can be selected by accessing them via the process model or, alternatively, via the drop-down menu (please refer to the corresponding section above for more information!). // | + | |
| - | // | + | |
| - | * Tasknode | + | == Smartform == |
| - | - __**Model:**__ Field **1** and Field **3** demonstrate how to access a Tasknode. This can be done either directly via the process model itself or alternatively via the drop-down menu. Field **2** shows where exactly the duration of each node can be changed. {{ en:software:tim:prc_tasknode_edit.png?500 |}} | + | Here either a [[en:software:tim:smartform|HTML-Smartform]] can be incoporated or a form can be created with the [[en:software:cba:start|Smartform Suite]] |
| - | - __**Description:**__ This field remains empty as long as there is no suitable description available for this particular node. But it is possible to add a description at any time if desired. In case that a description is already existing it can either be edited and changed or completely deleted at one's discretion. {{ en:software:tim:prc_description_edit.png?500 |}} | + | |
| - | - __**Events:**__ In case that there are some events already existing they will be listed in Field **1**. Otherwise, new events can be created by clicking on the Field **2**. {{ en:software:tim:prc_add_event.png?600 |}} | + | |
| - | - __**Tasks:**__ All existing tasks will be listed in Field **1** where they are also accessible for further editing. New tasks can be added at any time by clicking on the corresponding button in the Field **2**. {{ en:software:tim:prc_add_task.png?500 |}} | + | |
| - | * Mailnode | + | == Sections == |
| - | - __**Model:**__ By selecting a particular mailnode the duration can sustantially be changed. {{ en:software:tim:prc_mailnode.png?500 |}} | + | In this tab a [[en:software:tim:section_handling|section handling]] can be put to protect sectionsfrom unwanted access. If the [[en:software:cba:start|Smartform Suite]] is used, the interpretation of sections is dropped. |
| - | - __**Events:**__ All existing tasks will be listed in Field **1** where they are also accessible for further editing. New tasks can be added at any time by clicking on the corresponding button in the Field **2**. {{ en:software:tim:prc_mail_addevent.png?600 |}} | + | |
| - | - __**Email Parameter:**__ All relevant settings for sending e-mails can be arranged and changed by accessing this particular tab. {{ en:software:tim:prc_mail_configuration.png?500 |}} | + | |
| - | * Swimlane | + | == Multilanguage == |
| - | - __**Model:**__ This displays the name and the assignment for each Swimlane. Even though the name of each Swimlane cannot be changed this does not apply in the same exact way with regards to the actual assignment. In contrast to the above mentioned mailnodes, a Swimlane can only be selected via the drop-down menu and not by trying to access the process model. {{ :software:tim:prc_swimlanes.jpg?500 |}} | + | {{ :software:tim:repository_translation.png?700|}} |
| - | - __**Description:**__ A description for a corresponding Swimlane can be entered and/or changed in this field. {{ en:software:tim:prc_swimlane_description.png?500 |}} | + | If the same process is needed in multiple languages, it can be realized in this tab. To do this the standard language has to be created first, based on it translations can be made for individual elements. When a user switches his [[en:software:tim:Client|client]] to German, he gets the process with the **de-DE** information. If a translation is not made, the **default language** is used. \\ |
| + | \\ | ||
| + | Which languages a user has lodged can be taken from the [[software:tim:user_profile_properties|userprofile]]. | ||
| + | ---- | ||
| - | ==== Publishing ==== | + | ==== Veröffentlichen ==== |
| + | <note important>The process is not editable after publishing.</note> | ||
| + | {{:software:tim:repository_publish.png?300 |}} | ||
| + | The changed process has to be reintegrated into TIM after all changes have been applied. This can effectively be done by clicking on the button "Publish"([[#overview_of_the_process_repository_client|see element 2]]), which is confirmed via the green symbol in front of the version. \\ | ||
| + | In addition, the date and the exact time of publication will be shown. This version again will afterwards have read-only status assigned. | ||
| - | The changed process has to be reintegrated into TIM after all changes have been applied. This can effectively be done by clicking on the button "Publish". In contrast to the normal procedure of deployment further login information (user + password) is not required due to the fact that the user is already logged in to the PRC with his own individual account. A simple click is therefore sufficient to start this procedure. {{ en:software:tim:prc_publish.png?500 |}} // | ||
| - | // | ||
| - | After the publication is finished a green-colored check mark will indicate if this latest version has successfully been integrated into TIM. In addition, the date and the exact time of publication will be shown. This version again will afterwards have read-only status assigned. | ||
en/software/tim/processrepository.1520236236.txt.gz · Last modified: 2021/07/01 09:55 (external edit)
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