Creating Process Drafts

Capturing a process in Bpanda: create a draft, capture the standard flow as a Happy Path, expand it in the Modeler and submit it as a process revision.

You capture a process in Bpanda as a draft: first as an outline with a name and a description, then as a standard flow in the Happy Path, expanded in the Modeler if required — and finally submitted as a process revision.

• Design a Process — create the draft and outline it on the Overview tab.
• Capture a Happy Path — capture the standard flow without branches; Bpanda draws the diagram along with it.
• Create a Diagram — design a BPMN diagram with branches and events using the Modeler.
• Edit a Diagram — change and extend an existing diagram as a draft.
• Handle My Process Drafts — find, open and manage your own drafts.

Overview of the Procedure

You can first outline the process flow with a name and a description on the Overview tab.

The next stage is captured on the Diagram tab with what is known as the Happy Path. There you model the standard flow without branches. You can also use lanes for this. Bpanda simultaneously generates a simple process diagram.

To design a more complex process, the Modeler for BPMN diagrams with branches, merges, conditions, decisions, events, etc. is also available on the Diagram tab. The Modeler provides you with all the essential notation elements of the Business Process Model and Notation (BPMN).

You can then submit your process drafts. New processes are placed in the Process Map by the BPM Manager. Bpanda automatically assigns a new revision of an existing process to that process. The Process Owner organizes the approval process.

Bpanda imports BPMN files from all common modeling tools. If you already work with such a tool, you can stay with it: capture the flows there and import them into the Process Space as a BPMN file.

Drafts in Bpanda

As a Designer in particular, it is your task to capture and expand processes. With the integrated Modeler and the concept of drafts, Bpanda provides all the tools you need for this.

To illustrate the relationships in workflows in a standardized way, diagrams are usually created in modeling tools using the Business Process Model and Notation (BPMN). Bpanda can import them.

The integrated Modeler also uses this notation to create the diagrams, both for the automatic Happy Path diagrams and for more complex process diagrams. Process diagrams captured in this way can easily be used as the basis for changes and extensions.

All variants of a draft can be added to the Process Space directly as a new process version (revision). They are then available to the BPM Manager for assignment in the Process Map. The Process Owner controls how a draft becomes a new, published process version in the approval process.

Changing and Extending Existing Processes

Processes are published and discussed in the Process Space, but not edited there. To change or extend a process in the Process Space, you edit it in the Modeler or in the respective modeling tool. As a Designer, you have the following options for this.

• Processes that were imported into the Process Space via the interface for BPMN files are edited in the modeling tool used.
• Processes that were created with the Modeler and are used in the Process Space are edited in the Modeler. This is described in Edit a Diagram.
• You can import edited processes again as a BPMN file or add them to the Process Space. The process is automatically recognized as a new process version.