Creating a Process Map

As a BPM Manager, you can use the integrated Process Map Editor to design process maps.

A process map is an SVG graphic with labelled shape elements that you later link to sublevels or processes. The draft remains invisible to others until you submit it and add it to the process hierarchy; you change an existing map via Editing a Process Map.

Prerequisites

You are a BPM Manager.

Context

You can easily create process maps with the Process Map Editor.

A saved process map draft remains in your drafts even after being submitted and is therefore available to you as a template for further process maps.

Your process map draft only becomes visible to others once you submit it and add it to the process hierarchy. This means you can first design it as you like and save it. Via Change Participants, you share the draft with other BPM Managers. Only one of them can edit it at a time; with Claim Lock for Editing, you take over the editing.

The operating areas of the editor and the steps within it are described in Using the Process Map Editor.

Procedure

You have two ways to open the editor:

• In the main menu, select Processes > Process Hierarchy and there the level without a process map; click Open Process Map Editor.

  The level is preset in the draft.

  You can also get to a level via Settings > Manage Process Space, Process Hierarchy tab, with ⋮ Go to process map; there you also click Open Process Map Editor.

• In the sidebar, click Create and then Process Map.

  You select the level when submitting.

The Process Map Editor appears. Design the process map as described in Using the Process Map Editor and then submit it:

1. To add the draft to the process hierarchy as a process map, click Submit at the top.

   The Submit as process map dialog appears.

2. To submit the process map, select the hierarchy element to which it is to be assigned and click Submit.

   The draft is submitted as a process map for the hierarchy element. This process map can be edited again as a draft.