Rapid Learning Guide. Featuring:

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1 Rapid Learning Guide Featuring:

2 igrafx 2007 Rapid Learning Guide The contents of this igrafx Rapid Learning Guide and the associated igrafx software are the property of Corel Corporation and its respective licensors, and are protected by copyright. Any reproduction in whole or in part is strictly prohibited. For more complete copyright information about igrafx FlowCharter, igrafx Process, igrax Process for Six Sigma, and igrafx Process for Enterprise Modeler, please refer to the About igrafx section in the Help menu of the software Corel Corporation. All rights reserved. igrafx, igrafx FlowCharter, igrafx Process, igrafx Process for Six Sigma, igrafx Process for Enterprise Modeler, igrafx IDEF0, and igrafx Process Central are all trademarks or registered trademarks of Corel Corporation and/or its subsidiaries in Canada, the U.S. and/ or other countries. Microsoft and Windows are trademarks or registered trademarks of Microsoft Corporation in the U.S. and/or other countries. Adobe, Acrobat, and Reader are registered trademarks of Adobe systems Incorporated in the United States and/or other countries. Java and JavaScript are trademarks of Sun Microsystems, Inc. Other product, font, and company names and logos may be trademarks or registered trademarks of their respective companies. Microsoft SQL Server 2005 Copyright 2005, Microsoft Corporation. All rights reserved. AIAG Tables 2, 3, and 4 from Chao, L.P., and Ishii, K., (2004), Challenges and Methods in the Quantification of Design Errors and Solution Elements, Proceedings of the ASME International Mechanical Engineering Congress and Exposition, November 2004, Anaheim, CA. IMECE , 2004 ASME, used with permission by ASME.

3 Table of Contents Getting Started with the igrafx Rapid Learning Guide Before You Begin How to Open and Create Files Creating a Map, Diagram, or Flowchart Placing and Connecting Shapes Selecting Shapes and Lines Adding Text Numbering and Renumbering Shapes Modifying Case Text Adding Notes, Links, and Indicators Aligning Objects Adding Properties to Shapes Managing Process Diagrams Creating a Lean Value Stream Map Entering Data on Value Stream Map Shapes Creating a BPMN Diagram Creating an OrgChart Creating a Cause and Effect Diagram Specifying Page Setup Printing a Diagram Publishing and ing a Document Publishing Limitations Web Publishing Reference Saving a Document Sharing Information with Process Central Modeling and Simulation Describing Activity Behavior Describing the Simulation Environment Through Scenarios Understanding the Modeling and Simulation Environment Executing a Simulation and Analyzing Results Viewing Simulation Results igrafx 2007 Rapid Learning Guide 1

4 Six Sigma Functionality in igrafx Process Analyzer Fit Data RapiDOE in igrafx Control Process Flow with RapiDOE Modify Process Parameters with RapiDOE Design and Run an Experiment with RapiDOE Log Transactions Export Report Publish to FMEA Tips, Shortcuts, and Context Menus Tips Keyboard Shortcuts Function Keys Shortcuts for Working with Files Shortcuts for Editing Diagram Objects Shortcuts for Arranging Shapes Context Menus Section 508 Accessibility Compliance Getting Started Appendix About igrafx Toolbars and Menus About igrafx Diagram Types Simulation Modeling Concepts Process Efficiency Factors igrafx 2007 Rapid Learning Guide

5 Getting Started with the igrafx Rapid Learning Guide This documentation is for igrafx FlowCharter, igrafx Process, igrafx Process Central client, igrafx Process for Six Sigma, and igrafx Process for Enterprise Modeler, a component of igrafx Enterprise Central. igrafx Process Central Server Administrator, igrafx IDEF0, igrafx Enterprise Central, and igrafx API help are documented in separate help systems. For information on product features, benefits, and uses, visit the products page on the igrafx web site. If you are new to igrafx, you may want to start with the tutorials accessible from the Help menu and the Welcome dialog box. The igrafx Tutorials are part of the igrafx Help system. The igrafx Help system contains cautions, tips, and key concepts. Features that are only available in Process and/or Process for Six Sigma are indicated by a. Click the Help menu to choose learning resources, including the igrafx Help system, igrafx tutorials, igrafx sample files, and the igrafx web site. Visit the Resource Center and Support pages of the igrafx web site at igrafx 2007 Rapid Learning Guide 3

6 for additional product resources, including quick tours, white papers, recorded seminars, and consulting and training services. In the igrafx Help system, use the Options button on the help system toolbar for additional navigation within the help system, such as turning search highlights on and off. The sections on Modeling for Simulation and Running a Process Simulation are specifically for users of Process and Process for Six Sigma. You must have a trial or full version of these products installed to be able to use the features described. As you use igrafx, view the Status bar at the bottom of the application window for brief messages. Passing the cursor over items in the window displays a ToolTip (a short description about the item). igrafx products contain standard Microsoft Windows functionality, such as OLE object linking and the clipboard for cut, copy, and paste operations. You can also undo actions in the diagram. For more information, search for these terms in the igrafx Help system, accessible from the igrafx Help menu and most dialog boxes. igrafx requires an active license for all products. Please contact igrafx to purchase an upgrade if you want to use functionality not included in your licensed product. For information on installing igrafx and activating licenses, see the igrafx 2007 Installation Guide accessible from the install wizard, the root of the installation CD, and from Download Documentation on the igrafx Help menu. System requirements are published in the release notes and under each product s FAQ on the products page on 4

7 Before You Begin As you work with igrafx, it is beneficial to understand the concept of documents and diagrams. Note that Process and Process for Six Sigma provide the ability to simulate a process (not FlowCharter). Documents are files. A document is a container of diagrams. A new document includes one diagram by default, and may contain any number of diagrams. You cannot simulate across files unless processes are shared in Process Central. Diagrams are an igrafx component. You can collect and link multiple diagrams in one document to keep related information in one place. igrafx diagrams have no size limit. Multiple diagrams or processes in a single file may create a hierarchical structure.see About igrafx Diagram Types on page 84. Linked diagrams have a hierarchical structure. The lower-level diagram is a subprocess to one or more higher-level processes. During simulation, transactions move from one linked diagram to another. Hierarchy of Processes Add a subprocess to a diagram as described in Managing Process Diagrams on page 22, then view diagram hierarchy as described below. igrafx 2007 Rapid Learning Guide 5

8 To view a diagram hierarchy: 1 On the View menu, choose Explorer Bar to display the Explorer bar if it is not visible, and click the Components tab at the bottom of the bar. 2 Choose Diagram Hierarchy in the drop-down list at the top of the bar. Other views show all the components, diagrams sorted by departments each contains, and diagrams containing links. 6 Before You Begin

9 How to Open and Create Files Try using each of these ways to open or create new documents: Entry point Procedure Creates or opens this kind of file New command On the File menu, point to New, then choose a diagram type or template. See About igrafx Diagram Types on page 84. Any diagram type or document from a template Welcome dialog box Start igrafx. New document, new from template, existing file, recent file Open command On the File menu, choose Open. An existing file, such as a *.igx file When you save your work after creating a new document or diagram, igrafx saves the component as part of a *.igx file to which you can add more diagrams. For more information on the differences between documents and diagrams, see Before You Begin on page 5. igrafx 2007 Rapid Learning Guide 7

10 Add a new diagram to a document 1 On the View menu, choose Explorer Bar to display the Explorer bar if it is not visible, and click the Components tab (shown below). Make sure you are viewing all components. 2 Right-click a diagram folder (such as Processes shown above), point to New, and choose a diagram type. igrafx creates a new diagram folder for each type of diagram component of a document. 3 In the New Component dialog box, type a new process name. These new processes are not linked to the hierarchy. To link processes together and enable them to be subprocesses, see Managing Process Diagrams on page 22. Open an existing diagram within a document In the igrafx Explorer bar, double-click the diagram you want to open. Convert an open diagram to another diagram type On the Tools menu, point to Change Diagram Type and choose a new diagram type. To print or copy the Explorer tree view, right-click inside the Explorer bar and choose Print Tree to send the output to the printer, or choose Copy Tree to copy the contents to the clipboard. 8 How to Open and Create Files

11 Creating a Map, Diagram, or Flowchart A map, diagram, or flowchart is a graphical representation of a process. After you create a Process or Business Process Modeling Notation (BPMN) diagram, you can add behaviors to make it into a model on which you can run simulation scenarios. See Modeling and Simulation on page 39. A process diagram uses activities, directed connector lines, and departments to represent a process. Lines entering activities are inputs to the activities, and lines exiting activities are outputs from the activities. By default, a generator start point is indicated in the Start activity. A simple process In the following topics, each basic step provides a procedure for creating a diagram from a Process, BPMN, Lean Value Stream Map, Layout, or Basic diagram type in igrafx. To get started, see How to Open and Create Files on page 7. 1 Placing and Connecting Shapes on page 9 2 Selecting Shapes and Lines on page 13 3 Adding Text on page 15 4 Numbering and Renumbering Shapes on page 17 5 Modifying Case Text on page 18 6 Adding Notes, Links, and Indicators on page 19 7 Aligning Objects on page 20 8 Adding Properties to Shapes on page 21 Placing and Connecting Shapes See Placement Shortcuts for more placement options, such as how to automatically connect placed shapes. See Creating a Process Map in the igrafx tutorials for more information about placing shapes. igrafx 2007 Rapid Learning Guide 9

12 If a tool or a window is hidden, use the View menu to find it and show it in the application window. Click a shape in the Toolbox toolbar (on the left side of the application window), then click and drag in the diagram to place it with automatic connector lines. You may also click and drag a shape from the Gallery (on the right side of the application window) to the diagram space. 10 Creating a Map, Diagram, or Flowchart

13 Use the Gallery to change colors, format text and lines, add shadows and 3D attributes, and change fonts and line ends on selected diagram elements. Move the cursor over a shape in the Toolbox toolbar or the Gallery to see its name. Right-click the shape palette in the Gallery and choose Show Both for another view. Although you may designate any shape to have any behavior, BPMN and Value Stream Map diagrams use shapes with specific behaviors that may have some limitations.see Manage Shapes in the Shape Library. Copy the formatting of selected text, shapes, or lines to other objects in one step using the Format Painter tool on the Standard toolbar. igrafx 2007 Rapid Learning Guide 11

14 Placement Shortcuts Task Place multiple instances of one shape Automatically connect shapes while placing Automatically connect different shapes as you place them in the diagram space Place a shape that spans departments Exclude a department from a task Procedure 1 On the Toolbox toolbar, double-click the shape you want to place, and then click in the diagram space to place the shape. 2 Continue clicking to place additional shapes. 3 Click Finish to stop. 1 Place a shape in the diagram space. 2 Click outside the shape in the diagram space. The cursor changes to indicate you are in placement mode. 3 Click and drag (hold down the left mouse button) from inside the shape you just placed to place another instance of the same shape. 1 Place a shape in the diagram space. 2 While the shape is selected, click another shape in the Toolbox toolbar or Gallery. 3 Click and drag from inside the shape you just placed to place the new shape. You can also place and connect graphics in a flowchart, but unlike shapes, graphics serve as communication aids and are not intelligent. See Graphics and Callout Lines in the igrafx Help system. Click the shape, then hold the Ctrl key while you click and drag the shape by its handle across one or more departments. 1 Double-click the activity shape that spans multiple departments. 2 In the Properties dialog box, click the Task page, then click the Step tab. 3 Click the Exclude Depts button. 4 In the Exclude Departments dialog box, select a department name and click the Yes button to move it to the Excluded list. 12 Creating a Map, Diagram, or Flowchart

15 To draw unconnected lines, on the Tools menu, choose Options and click the Connector Lines tab, then select the Allow Unconnected Lines check box. Further Reading in the igrafx Help system: Intelligent Shapes Container Shapes Connector Lines and Line Routing Attach Graphics to Lines Edit Connector Lines Selecting Shapes and Lines Try selecting an item by clicking it using the difference in appearance. tool on the Toolbox toolbar and notice the Selected shape Unselected shape Try changing the default size of a shape by using its sizing handles or by adding elements, such as text. To move a placed shape in one step, hold the Alt key while you click and drag the shape. igrafx 2007 Rapid Learning Guide 13

16 Selection Methods Task Select an item Select multiple items Procedure Click the object. 1 If the cursor is not an arrow, click the tool. 2 Click and hold on an empty portion of the diagram space, then drag the cursor diagonally across the items to select. Position the cursor to mark the first corner of the selection rectangle, hold down the mouse button and drag the cursor diagonally across the items to completely surround items to select. Select all items in the diagram Add items to the selection Remove items from the selection Cancel selection of items Select diagram objects by type On the Edit menu, choose Select All or hold the Ctrl key and press A (Ctrl+A). Select the first shape, then press and hold the Shift key and select each item you want to add. Place the cursor directly over the item to remove from selection, press the Shift key, and click the mouse button. Click an empty place in the diagram space. On the Edit menu, choose Select to precisely specify selected items in your diagram. For example, you may want to change the format of all decision shapes in a large diagram. 14 Creating a Map, Diagram, or Flowchart

17 Adding Text Text provides labels and information about your diagram. Shape numbers show the process sequence in a flowchart, but do not necessarily indicate the flow of transactions when simulated. Text in Shapes Task Add text Resize text in a shape Set text margins inside a shape Procedure Click the shape and type the text. If the shape doesn t grow to accommodate text, press F8 to fit to text. The Fit to Text command is also on the Arrange menu. Select the shape and, on the Format menu, choose Font to specify font settings in the Format Text dialog box. Select the shape and, on the Format menu, choose Text Layout to specify margin percentages in the Format Text Layout dialog box. Text Areas A text area creates a container that wraps text as you type. The text area you create outside a shape maintains the same position regardless of other shapes around it. Task Create a text area Procedure 1 Click the tool on the Toolbox toolbar. 2 Click and drag the Text tool I-beam on the diagram from the top-left to lower-right corner of the desired area, then type the text. Just click the tool and start typing if you want a single line of text. Change default text alignment Select the text and, on the Format menu, choose Text Alignment. igrafx 2007 Rapid Learning Guide 15

18 Task Attach a text area to a shape Procedure You can use this procedure to anchor text or graphics from other applications using the Copy and Paste commands. If the shape or line is moved, the attached object moves with it. 1 Create a text area. 2 Click and hold the left mouse button on the red box inside the selected text area. 3 Drag the anchor line to the anchoring shape. 4 Release the mouse button. On the View menu, choose Hidden Lines command to hide or display the anchor. Detach a text area Display a gray dashed border around a text area Change the text area border, color, line style, or width Change the text area fill pattern Right-click the text block and choose Detach Text from Shape or Detach Text from Line. On the View menu, choose Hidden Lines. Click the text area and, on the Format menu, choose Line and Border. Click the text area and, on the Format menu, choose Fill. 16 Creating a Map, Diagram, or Flowchart

19 Numbering and Renumbering Shapes Shape numbers do not necessarily indicate the flow of a process during simulation. You may choose to use shape numbers to identify a shape. Diagrams in a hierarchy have a parent shape that links to a subprocess. By default, the shape numbers in a subdiagram (or subprocess) all start with the diagram s parent shape number. This parent shape is in another diagram within the same document, and it links to the diagram. If a diagram has multiple parent shapes, you can choose which shape to use as the parent for numbering purposes. Select a shape or shapes. If you are renumbering all shapes, ensure that all shapes are unselected. Click on the Toolbox toolbar or, on the Format menu, point to Numbering. Choose a task below and follow the procedure. Task Show or hide numbers on all shapes Show or hide numbers on selected shapes Renumber all shapes or selected shapes automatically Renumber shapes manually Procedure Choose Show All Shape Numbers or Hide All Shape Numbers. Choose Show Shape Number or Hide Shape Number. Shape numbers must be displayed to use this procedure. 1 Choose Auto Renumber. 2 Use the Automatic Renumber dialog box to renumber all shapes. Shape numbers must be displayed to use this procedure. 1 Choose Manual Renumber. 2 In the Renumber dialog box, type the next number you want displayed. 3 Click the shape in the diagram you want to renumber. Set the default number format for new shapes 1 Choose Default Number Format. 2 In the Shape Fields dialog box, click Format. 3 Use the Numbering Format dialog box to select a new example number or enter your own numbering scheme. igrafx 2007 Rapid Learning Guide 17

20 Task Change the number format for existing shapes Indicate parent shape number on a shape with multiple parent shapes Procedure 1 Choose Number Format. 2 In the Shape Fields dialog box, click Format. 3 Use the Numbering Format dialog box to select a new example number or enter your own numbering scheme. 4 Use the procedure above to set the default number format for new shapes. Parent shapes must have different numbering schemes. If you need to change the number format, see the procedure above. 1 Choose Diagram Parent Shape. 2 Select a diagram parent shape number from the dropdown list. Modifying Case Text Case text appears as labels on the outputs of shapes with decision behavior. By default, the diamond shape has a decision behavior specified, and when you draw the first line from a decision to another activity, it is labeled No. Right-click the case text on the diagram and choose another text option on the context menu to change output text on an existing decision shape. You can also double-click the shape to change this case text in the Outputs page of the Properties dialog box. Further Reading in the igrafx Help system: Define Activity Outputs Attribute and Function Types Decision Output Options 18 Creating a Map, Diagram, or Flowchart

21 Adding Notes, Links, and Indicators Indicators appear on a shape by default when it has notes, links, or properties assigned to it. You set the display of all indicators for a diagram at a time. Linking can establish a process hierarchy, such as when you create a subprocess that links two diagrams in the Process dialog box Task page. or it can simply attach an object or file to a shape. Choose the Links view in the igrafx Explorer bar to see all document links. Take a look at all the indicators and their settings, then try adding a note and changing its appearance in the diagram using the procedures below. Task Attach a note Add a link to igrafx objects and files Procedure Select the shape, press the F6 key, then type the text. This procedure links shapes to other diagrams, files, Web pages, or files in repositories. 1 Select the shape. 2 On the Insert menu, choose Link. Add an OLE link 1 Select the shape. 3 In the Add Link dialog box, choose the kind of link you want to create and specify settings. 2 On the Insert menu, choose OLE Object. 3 In the Insert Object dialog box, select Create from File, set the path to the object, and select the Link box. 4 Select Display as Icon unless you want to display the contents of the linked object. Modify indicator options On the Format menu, choose Diagram and click the Indicators tab to hide or change the appearance of indicators such as Note and Link icons. igrafx 2007 Rapid Learning Guide 19

22 Aligning Objects You can use this procedure to align shapes, text, or other diagram objects. Turn off Snap to Grid on the Arrange menu before you try to align objects. The Snap to Grid command toggles on and off. 1 Select the diagram objects. (See Selecting Shapes and Lines on page 13.) 2 On the Arrange menu, point to an alignment command and choose parameters within that command. For example, you could point to Align and choose Middle to line up objects horizontally by their middle points. The last object selected has a different highlight to show that it is the object to which other objects are aligned. Further Reading in the igrafx Help system: Arrange Objects Together Grid Spacing, Rulers, and Guidelines Format, Align, and Orient Text 20 Creating a Map, Diagram, or Flowchart

23 Adding Properties to Shapes Properties turn a diagram into a model. Double-click a shape to view or modify its properties in the Properties dialog box. Properties can be set at the shape level, as described above, or at the diagram level. If you right-click on a Lean value stream map and choose Value Stream Map Properties on the context menu to display the Properties dialog box, you can see that you are setting diagram-level properties because the diagram name not the activity name is included in the title bar of the dialog box. Further Reading in the igrafx Help system: Properties dialog box topics igrafx 2007 Rapid Learning Guide 21

24 Managing Process Diagrams Try these procedures on a sample file in your language directory at C:\Program Files\iGrafx\Pro\12.0\Sample or on some of your own creations. Task Procedure Create a subprocess 1 Double-click the parent shape. 2 In the Properties dialog box, select the Process page. 3 From the Activity Type drop-down list, choose Subprocess. 4 Click the New Process button and name a new component or choose one from the drop-down list. 5 Click OK. Display a subprocess Press the Shift key, and double-click a subprocess shape. or Right-click the shape and choose the process name on the context menu. Rename a process 1 In the Explorer bar, right-click the process to be renamed, and choose Rename on the context menu. 2 Type a new name, and press the Enter key. Copy a process within a document Copy a process between documents Delete a process 1 In the Explorer bar, right-click the process to be copied and click Copy. The process is copied to the clipboard. 2 In the Explorer bar, right-click where you want to add the component and choose Paste. The copied process appears in the Process list with a new name, such as Process2. 1 In the Explorer bar, right-click the process to be copied and click Copy. The process is copied to the clipboard. 2 On the File menu, point to Open and choose another igrafx document. 3 In the opened document, right-click the component area in the Explorer bar, and choose Paste on the context menu. The copied process appears in the Process list. If the copied process has the same name as an existing process in the file, igrafx renames the new process. In the Explorer bar, right-click the process you want to delete, and click Delete. 22 Managing Process Diagrams

25 Creating a Lean Value Stream Map Use the Lean Value Stream Map or Lean Extended Value Stream Map diagram type to create a value stream map. The Value Stream Map Properties dialog box sets time-related properties on the Setup tab. You can choose to display graphical analysis objects, such as a Timeline and Work Balancing Graph on the Timeline and Graph tabs. Task Add shapes and flows Set value stream map properties Import or export value stream map data Procedure See Placing and Connecting Shapes on page 9. With automatic routing, the line defaults to a push arrow with inventory attached. 1 On the Lean menu, choose Value Stream Map Properties. 2 On the Setup tab, specify Available Work Time and Takt Time. When you change a factor of Takt time, other elements recalculate automatically. Also, you can display a Takt Goal, which provides an attainable production target. 3 Use the Graph tab and the Timeline tab to specify display of lines, graphs, and named data in the map. You can also modify the labels and units used in these map elements. On the Lean menu, choose an import or export command. Further Reading in the igrafx Help system: Value Stream Map Procedures and Reference igrafx 2007 Rapid Learning Guide 23

26 Entering Data on Value Stream Map Shapes A custom data block displays values in the Lean Value Stream Map (VSM) diagram below each process step. Custom data affects the entire document, but you can assign values at a step in the VSM diagram and show or hide them. For more information, see the Custom Data topic in the igrafx Help system. Some Lean data is calculated, indicated by gray background read-only fields in the Properties dialog box. Accumulated values display in gray text. By default, calculated values do not appear in the diagram, but you can override some defaults. See Lean Data Display and Accumulation in the igrafx Help system. Lean data block as it appears below the process step in the Lean map The Lean Data page of the Properties dialog box The Operators value displays directly on the process step with an icon. Task Enter shape data using predefined data fields Procedure 1 Double-click an activity shape and click the Lean Data page in the Properties dialog box. 2 Click a data element and enter the value and unit. You cannot enter values in Calculated and Accumulated fields unless you override them. 24 Creating a Lean Value Stream Map

27 Task Create or modify custom Lean data Procedure 1 On the Tools menu, choose Setup Custom Data. 2 In the Custom Data dialog box, click the New button to add a new data element, or select a data element to modify. 3 Expand the Lean Types drop-down list and select the type of data to use for this data element. For example, if you want to capture the percentage of defects at each process step, choose Defect %. The data type is automatically set to percent. 4 Customize the display of data fields or use defaults. Creating a BPMN Diagram igrafx BPMN diagrams: represent pools with floating departments support compliance with the BPMN standard with correct-by-construction warnings and errors can simulate Floating departments represent pools in the BPMN template. Diagram compliance with the BPMN standard is supported with correct by construction warnings and errors. igrafx can simulate BPMN diagrams. View a sample BPMN diagram called BPMN.igx at C:\Program Files\iGrafx\Pro\12.0\Sample in your language folder. Task Convert a Process diagram to a BPMN diagram Procedure On the Tools menu, point to Change Diagram Type and choose BPMN Diagram. You cannot undo this command after you click Yes. Add shapes and flows See Placing and Connecting Shapes on page 9. Event shapes change to start, intermediate, or end, depending on where they are placed in the flow, to maintain compliance with BPMN rules. Some events, called intermediate or border events, are attached to activity boundaries when you model output exceptions. igrafx 2007 Rapid Learning Guide 25

28 Task Connecting shapes with connector lines Procedure Use the: Sequence flow line to define the flow of transactions through the model. Message flow lines to send information, not transactions, between pools. This line style appears automatically when you draw a line between pools. Association lines for annotation and compensation flow, which is not part of the sequence flow. This line style appears automatically when you attach a graphic object to a shape. The default sequence flow line indicates the default path when conditions exist on the flow out of an activity or gateway. Run the BPMN checker 1 On the Model menu, choose Check. 2 In the Check dialog box, select the scope of errors to be checked. All error messages appear in the Output Window at the bottom of the igrafx window. 3 Double-click an error message to highlight the source of the error in the diagram. 26 Creating a BPMN Diagram

29 Example: Create an Exception Flow Using BPMN Events 1 Open a new BPMN diagram and place the Take customer call and Automatic log renege shapes shown in the graphic below. 2 Double-click the Take customer call activity. 3 On the Properties dialog box - Outputs page, Exception tab, choose Timer and set properties. 4 Place the Log issue resolution shape and End event shape. In this call center process, calls wait for a specific time before the caller hangs up, or reneges. The flow from Take customer call to Automatic log renege is an exception flow. Further Reading in the igrafx Help system: BPMN Diagrams Procedures and Reference igrafx 2007 Rapid Learning Guide 27

30 Creating an OrgChart Open a new OrgChart diagram and use the OrgChart Builder (on the OrgChart menu) to add an assistant, a manager, subordinates, or coworkers and to move roles in the diagram. Use the ToolTips to help you learn the controls on the OrgChart Builder. If ToolTips are turned off, on the View menu, choose Toolbars and select the Show ToolTips check box. Double-click a shape and specify changes, such as custom data fields and the display of fields and fonts, in the OrgChart Data Editor. If the Builder and Data Editor are hidden, you can choose them from the OrgChart menu. Further Reading in the igrafx Help system: Organization Chart Procedures 28 Creating an OrgChart

31 Creating a Cause and Effect Diagram Use igrafx tools to create Cause and Effect diagrams for documenting the source of errors in a process. Choose a default, Transactional, or Manufacturing Cause and Effect diagram template that populates the diagram with a basic fishbone configuration of causes and effects. You can add a Pareto chart from the Cause and Effect menu. The Pareto chart responds dynamically to changes made in the Cause and Effect diagram or Explorer bar tree. Pareto chart In the Explorer bar - Cause and Effect tab, double-click cause text to edit it, or right-click to add or delete a cause. You can also print or export a Cause and Effect diagram when you right-click in the Explorer bar. Specifying Page Setup On the File menu, choose Page Setup and look through the options. igrafx supports headers and footers with custom fonts, images, and custom data. Watermarks display in addition to most standard page setup options. You can apply the same settings to all components, or apply custom settings to individual components of your document. Right-click a diagram name to copy or paste page setup from one diagram to another. For more information about page setup, see Page Layout in the igrafx Help system. igrafx 2007 Rapid Learning Guide 29

32 Printing a Diagram Task Turn on page breaks Preview printing Print a diagram or selected components Cancel printing Troubleshoot print problems Procedure On the View menu, choose Page Breaks. igrafx recommends previewing diagrams with page breaks displayed. On the File menu, choose Print Preview to view your diagram, size it correctly, and print it all at the same time. 1 Display the diagram you want to print. 2 On the File menu, choose Print. or Click the Print tool on the Standard toolbar. 3 In the Print dialog box, keep the default setting to print the entire document, or select These Components under Print What and click the Choose button to select document components in the Choose Print Components dialog box. Press the Esc key. or In the Print dialog box, click the Cancel button. Print from another application. The problem may not be isolated to igrafx. Reboot the printer and the computer. Verify that your printer driver is current and correct for your printer. Visit your vendor s website to download the most recent printer driver. 30 Printing a Diagram

33 Publishing and ing a Document Publishing documents is ideal for information exchange with individuals who do not have an igrafx application installed. igrafx works with any MAPI system, including Microsoft Outlook, Microsoft Mail, Microsoft Exchange, and Lotus cc:mail, so you can send documents as attachments with messages. You can output an igrafx document as a web page (HTML, Java applet, or SVG), a Word document (*.doc), a presentation (*.ppt), or a web project (Java applet). Publish as Web Page is a one-shot, non-progressive task. Use the Publish Web Project feature for documents you update and publish frequently. In all of the publishing dialog boxes, if you check or clear a parent diagram, all of its children are checked or cleared. You can override this by holding the Shift key when clicking an item. Task an igrafx file Publish a file as a web page Publish as a Word document Publish as a PowerPoint presentation Procedure On the File menu, choose Send to automatically open your , address it, and send it with the open document attached. On the File menu, point to Publish As and choose Web Page. If you are publishing as HTML, you can save multiple-page diagrams to a single HTML page by selecting the Save Multiple- Page Diagrams to a Single HTML Page check box. If you want to publish a single, overall composite view of a multiple page diagram, make sure your diagram fits on one page or, on the File menu, choose Page Setup and change the scaling to fit to 1 page by 1 page on the Page tab. On the File menu, point to Publish As and choose Word Document. On the File menu, point to Publish As and choose PowerPoint Presentation. The titles for your slides correspond directly to the contents of the center header in your Page Setup settings. To change this header, on the File menu, choose Page Setup and click the Header tab. The Center Section tab contains the slide heading. igrafx 2007 Rapid Learning Guide 31

34 Task Publish as a web project Update a web project (republish) Publish as a PDF file Procedure On the Tools menu, choose Publish Web Project. After you have created your initial set of published files, you can make changes and then republish them. igrafx remembers where you have stored both the source and published files. 1 On the Tools menu, choose Publish Web Project. 2 Specify which documents to publish. Leave document check boxes selected if you have made enhancements or corrections to existing files. 3 Click Republish. On the File menu, point to Publish As and choose PDF Document. In the PDF file, you can navigate links published from your igrafx document. Publishing Limitations Some limitations apply when publishing igrafx files in different formats. Publish As Web Page (Java)/Publish Web Project Java 1.3 or later is recommended for use with the web page publishing feature. Hairline / 1pt dashed and dotted lines render as solid lines unless running Java 1.3 or later. Applet Print functionality is only available when running Java 1.3 or later, or with the Microsoft Virtual machine version 1.1. Bitmap images containing more than 256 colors are dithered on publish. Fill patterns change appearance when you zoom in (pattern scale is fixed). 32 Publishing and ing a Document

35 Publish Web Project Linked igrafx files are always published. Clearing a linked file from the project tree in the source file does not remove it from the project if it is still being referenced by another file selected for publishing as part of the web project. Linked documents outside of the source folder are published purely as links and are not managed or copied to the publishing folder. After a project has been created, you can change the contents of the folders, but the source folder and publishing folder cannot be changed. Only one project can exist per source folder. Modifications should not be made to files in the publishing folder. igrafx recommends that you copy files to a development folder if you plan to edit any of the output before deployment. Scalable Vector Graphic (SVG) SVG supports only one link per shape, and all SVG output utilizes the same HTML multi-link mechanism as HTML output. SVG does not support ToolTips. igrafx 2007 Rapid Learning Guide 33

36 Web Publishing Reference For procedures, see Publishing and ing a Document on page 31. Publish as Web Page Web Page Output Format HTML Description The basic HTML files can be viewed in any web browser that supports images, client-side image maps, and tables. If the entire diagram does not display in the browser, on the File menu, choose Page Setup, set page scaling to fit to 1 page, and then republish. Java Applet SVG A Java applet zooms and pans, displays shape notes as rich formatted ToolTips, finds text within a diagram, and prints full page. Scalable Vector Graphics is a XML-based publishing format. Publish as Web Project An igrafx web project is based on a collection of igrafx files stored in a specified source folder. igrafx publishes the selected files to a publishing folder specified during project creation. A web project has several benefits over one-shot web page publishing, such as: 34 Publishing and ing a Document

37 Web Project Feature Intelligent republishing Preserved linking Benefits Files are published only if: They have changed since the last time published. A linked file has been removed since the last time published. igrafx previously generated a warning during publishing. Files in the project have been changed or deleted outside of igrafx. File links are restored if components change in a linked document. Tree view navigation Synchronized navigation of links. Links appear in tree. Managed files Warnings are generated for problem diagrams or components. Publishing folder directory structure mirrors source folder. Protection against accidentally using reserved filenames. Web Project Limitations Diagram output only supports Java applet format. Java 1.3 or later is recommended. For other Java applet limitations, see Publishing Limitations on page 32. igrafx 2007 Rapid Learning Guide 35

38 Saving a Document igrafx supports versions of its software two releases back. For example, you can save a document you create in igrafx 2007 as an igrafx 2006 or igrafx 2005 version document. If you save your document to an older version, functionality added in later versions of the product are lost. Use the Save As command on the File menu to save an *.igx file as an older version. Automatic Recovery protects your work from an unexpected system or program failure by automatically saving files every 10 minutes. To change the default autosave setting: 1 On the Tools menu, choose Options and click the General tab. 2 Select the Save Auto Recover info every check box and change the value in the Minutes text box. 36 Saving a Document

39 Sharing Information with Process Central You can install igrafx Process Central as an option with a FlowCharter, Process, or Process for Six Sigma license. Process Central stores documents in a central location for enhanced team-based, collaborative process improvement efforts. You must open a repository before you can access its contents. Contact your system administrator to gain access privileges to repositories in your organization. Unloading and loading a repository is a shortcut for detaching from a repository when you do not need it and reattaching when you do. Unloading repositories can shorten start-up time, improve server performance, and reduce the number of server connections. Task Open a repository Close a repository Procedure On the ProcessCentral menu, choose Open Repository and use the wizard to log in to a SQL-based or Oracle-based server. In the igrafx Explorer bar (Process Central tab), right-click a repository and choose Close Repository. Closing a repository detaches it and removes its icon from the repository window igrafx Explorer bar. Unload a repository In the igrafx Explorer bar (Process Central tab), right-click a repository icon and choose Unload Repository. Unloading a repository disconnects it, but keeps the icon in the repository window of the igrafx Explorer bar for easy reloading so you can skip server login when you want to reconnect to it. To reconnect an unloaded repository, use the Load Repository command. Load a repository In the igrafx Explorer bar, right-click an unloaded repository icon, and click Load Repository. Loading a repository reconnects an unloaded repository. View the repository window Click the Process Central tab on the igrafx Explorer bar or, on the ProcessCentral menu, choose Show Window. igrafx 2007 Rapid Learning Guide 37

40 Task Perform tasks on a repository item Refresh the repository window Change display of hierarchy and approved items Procedure Do one of the following in the repository window: Right-click the item and choose a command on the context menu. Click an item and choose a command on the ProcessCentral menu. Click an item and choose a command from the Process Central toolbar. (For more information, see Process Central and Process Central Queries Toolbars.) On the ProcessCentral menu, choose Refresh Window. Use the Refresh Window command for the latest view of the repository. Other users changes may not appear until you use this command. On the ProcessCentral menu, choose Options. The Process Central Options dialog box contains options for viewing links and marking approved items in the tree hierarchy. 38 Sharing Information with Process Central

41 Modeling and Simulation You can model a process for simulation in igrafx FlowCharter, Process or Process for Six Sigma, but igrafx Process or Process for Six Sigma is required for running a simulation. A process diagram becomes a process model when it describes how each activity processes transactions and identifies data types such as the resources needed to process the transactions. The Properties dialog box provides the controls to set these behaviors. Models may consist of a single diagram or chart within a document, or a collection of diagrams, each designed to fulfill a different modeling need. When you run a simulation on your model, each activity behaves according to its assigned properties. The results of a simulation are recorded in a simulation report that helps you determine the impact of each activity (as well as several other factors) on the overall cycle time and cost of the process. Simulation Analysis If you are unfamiliar with modeling and simulation concepts, see Simulation Modeling Concepts on page 85. The methodology for analyzing a process with simulation includes these basic steps: 1 Identify goals, objectives, and scope of the project. 2 Gather data on the existing process through interviews and measurements. 3 Build a model of the current process that approximates process performance when simulated. 4 Perform simulation what-if analysis by making changes to the model and running simulations. 5 Present your results and recommendations for potential changes to the current process. In the above methodology, building a model involves these basic activities: 1 Create the process diagram using departments, shapes, and connector lines. (See Placing and Connecting Shapes on page 9.) 2 Describe the behavior of each activity. (See Describing Activity Behavior on page 40.) 3 Describe the simulation environment the process lives in through the Scenario. (See Describing the Simulation Environment Through Scenarios on page 49.) 4 Execute a simulation and analyze the results in the Report. (See Executing a Simulation and Analyzing Results on page 54 and Viewing Simulation Results on page 55.) igrafx 2007 Rapid Learning Guide 39

42 Describing Activity Behavior Most shapes represent activities and contain behavioral information. As a general rule, during simulation a transaction enters the activity and visits each page of the Modeling category in the Properties dialog box starting with Inputs and proceeding through the Last Simulation page. The Process Guide (the Process page in the Guide category) provides quick entry of the most frequently modeled data. Modeling category pages most commonly used are Inputs, Resources, Task, and Outputs. The Process Guide 1 Double-click a shape in a Process diagram and click Process in the Properties dialog box to see simple shortcuts for setting the type of activity. (The BPMN diagram offers a similar BPMN shortcut.) 2 Click the Details button on the Process or BPMN page to jump to properties pages for advanced behavior definition. 40 Modeling and Simulation

43 Inputs Page: Describe how transactions are collected The default is no collection. The most common forms of collection used in modeling are: Collection Type Batch Join Gate Group Behavior Collect multiple transactions in a basket and carry them through the process. The On Completion tab of the Task page contains a command to Unbatch the transactions and empty the basket. Merge multiple transactions together into a single transaction. Some data is merged, including attributes. Hold transactions at the gate until a condition is met and the gate is opened. Transactions can enter an activity individually, and they are tagged with a group name. igrafx 2007 Rapid Learning Guide 41

44 Introduce Transactions defines a point in the process where transactions are introduced. None specifies that no transactions are generated here. Using a Start Point names the start point where generators introduce transactions into the activity. Generate Here tells the simulator to generate a transaction when a condition occurs, such as when an event happens or a period of time elapses. Resources page: Identify resources required to do work By default, igrafx automatically creates and allocates a built-in resource named Worker to any newly created department as soon as you add activities that acquire a resource. The default resource type for a department is the first type allocated to it (first allocation listed on the Organizations tab). You can 42 Modeling and Simulation