Understanding Adeptia Process Applet

The Adeptia Modeler canvas area comprises of a Pool, which is further divided into Swim Lanes. Business Process activities (steps) are dragged into these swim lanes to create a process model flowchart. The workflow standard is used to graphically depict these business processes. Below the canvas area is the area for documenting the process and activity properties.
The Process Modeler application is displayed in .

Figure 2: Process Modeler

The Adeptia Modeler window is divided into eight sections:

Menu Bar
Tool Bar
Palette
Existing Process Models
Custom Palette
Description
Graph Canvas
Bottom Pane
Simulator
Preferences

Menu Bar
Options of the Menu Bar are listed in the Table 1.

Table 1: Menu Bar Options

Convention	Sub-Option	Description
File	New	Open new Graph Canvas to create a new process model.
	Open locally saved Process Model	Open a process model saved to a local machine.
	Save Process Model to Server	Save process model to the Adeptia Suite.
	Save Process Model locally	Save process model to a local machine.
	Export Process Model	Enables to export process model to PDF, XML, Image, and Word.
	Import Process Model	Enables to import a visio file.
	Exit	Close the Process Modeler applet.
Edit	Undo	Undo the previous action.
	Redo	If you later decide you didn't want to undo an action, click the Redo button.
	Zoom In	Zoom and magnify the current selection.
	Zoom Out	Zoom and minimize the current selection.
Actions	Synchronize with Server	Synchronize the Process Modeler with a list of already created process models as activities.
	Enter Login Information	Enter login information for accessing process modeler.
	Maximize Graph Canvas	Maximize the Graph Canvas workspace.
	Process Model Attributes	Allow you to enter the properties of the process model.
Modes	Online/Offline	Toggle between online and offline mode.
View	Show Flow Object Labels	Display labels of process model objects.
	Show Connectivity Object Labels	Display labels while connecting objects.
	Show Artifacts and Associations	Display artifacts and associations.
	Show Control Flows	Display control flows.
Help	Help	Displays help for the Process Modeler applet.

The sub-options of the File, Edit, View and Help menus can also be accessed by their keyboard shortcuts. To view a list of the defined shortcuts, refer to the Keyboard Shortcuts section.

Tool Bar
Options of the Tool bar are explained in the Table 2.
Table 2: Tool Bar Options

Button	Name	Function
	New Process Model	Open new graph canvas to create a process model
	Open Locally Saved Process Model	Open process model file saved on local hard disk.
	Save Process Model to Adeptia Server	Save Process model to the Adeptia Server.
	Save process Model Locally	Save process model on local hard disk.
	Generate PDF	Generate PDF file of the process model diagram.
	Synchronize with Adeptia Server	Synchronize a list of process models in Adeptia Server.
	Maximize/Restore Flow Canvas	Maximize and restore graph canvas.
	Undo	Undo the last action.
	Redo	If you later decide you didn't want to undo an action, click the Redo button.
	Zoom In	Zoom In the Graph Canvas area.
	Zoom Out	Zoom Out the Graph Canvas area.

Palette
The Palette contains a list of graphical workflow elements. Graphical workflow elements are used to define the model of business processes. These graphical workflow elements are listed in the table below.
Table 3: Graphical Workflow Elements

Element	Description	Notation
Events	An event is something that "happens" during the course of a business process. Events influence the flow of the process and usually have a cause (trigger) or an impact (result).	Start End Intermediate Error
Activities	An activity is work that is performed within a business process. The rectangle image displayed in the next column is used to depict an Activity in a Process Model.	Activity
Gateways	A Gateway is used to control the divergence and convergence of a sequence flow. Thus it determines branching, forking, merging, and joining of paths.	Gateway
Flows	A flow (control flow) is used to show the order that activities are performed in a business process. There are four types of flows: Sequence flow Default Sequence flow Association flow
Artifacts	Artifacts do not have any direct effect on the Sequence flow or message flow of the process. They are used to provide additional information for the reader of the Process Model diagram. You can add any amount of information in this element. However, you cannot add any color to the text. To view the information, you can resize the frame in all directions.	Artifacts
Lane	A lane is used to add another division in the Pool. It is used to organize and categorize activities.

All the Graphical Workflow Elements can be resized.

Existing Process Models Panel
This panel lists the existing process models that have been created for the Adeptia Suite.

Graph Canvas
The Graph Canvas is the area where a process model is drawn. It comprises of a Pool that have multiple swim lanes. Workflow elements are dragged onto these lanes in the Graph Canvas and arranged in a sequence in order to create a process model. These lanes can be resized if an element is dragged beyond the default size, in turn resizing the Graph Canvas.

Bottom Pane
The Bottom Pane is used to view properties of the process model as a whole, and for specific activities added in it.

Process Properties
The properties of the process model are listed in the table below.

Process Properties
The properties of the process model are listed in the Table 4.
Table 4: Process Properties

Menu Option	Sub-Option	Function
General	Name	Displays the name of the process model. This is automatically loaded as entered in the Create Process Model screen. It cannot be edited.
General	Description	Displays the description of the process model. This is automatically loaded as entered in the Create Process Model screen. It can be edited.
Details	Process Triggers	Enter the name of triggers used in the Process Model.
	Frequency and Interval of Triggers	Enter the number of runs of triggers per day/week and the interval between these runs
	Process Variables	Enter the variables created for the process model
Comments	Comments	Enter comments for the process model

Activity Properties
The properties of an activity used in the process model are listed in the Table 5.
Table 5: Activity Properties

Menu Option	Sub-Option	Function
General	Label	Enter the name for the activity. This is displayed in the activity in the Graph Canvas.
	Description	Enter description for the activity
	Process Participant	Enter users or roles regarding who will be working on this activity
Input/Output	Define Parameters	Input	Enter the type of input parameter required for the activity. For example, in a claim insurance activity, Claim Id could be an input parameter.
		Output	Enter the type of output parameter required for the activity. For example, in a claim insurance activity, Insurance Amount could be an output parameter.
	Define Documents	Input	Enter the name of documents that can be attached and used as inputs for the activity. For example, in a claim insurance activity, a photocopy of the Claim Policy form could be attached as an input parameter.
		Output	Enter the name of documents that is to be uploaded by user and can be used as outputs for the activity. For example, in a claim insurance activity, a photocopy of the receipt could be an output parameter.
	Define Application Data	Information about what data and related fields are affected in other applications and systems. If information needs to be accessed from or written to another application, how is that information to be accessed, what are the login credentials and so on.
Details	Priority	Select priority of the activity in the process model
	Number of user resources	Select number of user resources used for the activity
	Expected Time Duration	Select the number of days, hours or minutes used to execute the work in activity
	Due in	Select the time duration in which the activity is due.
	Task Expires in	Select the time duration in which the task will expire
	Name of Sub Process/Service	Enter the name of the sub-process or service associated with the activity
	Print Sequence	Order in which this particular activity will be displayed in the generated PDF.
	Rules	Enter business rules that are defined for the activity. For example, in a claim insurance activity, a rule could be defined as if claim value > 50,000 then issue is escalated to Manager.
Problems	Problems	Enter possible problems that may be associated with the activity. For example, in a claim insurance activity, if an incorrect Claim Id is entered, then define the steps to handle this problem in the Handling field.
Comments	Comments	Enter comments associated with the activity.

The Activity Properties tab is hidden by default. When you double-click an activity, then this tab is displayed.

Simulator
The Simulator window displays the Adeptia Simulation tool that allows you to simulate a process model using different resources and scenarios, before actually implementing the process model. To view the Adeptia Simulation tool click the Simulator tab (see Figure 3).

Figure 3: Adeptia Simulation Tool

For details on the Adeptia Simulator tool, refer to the Simulation section.

Preferences
The Preferences window allows you to select the background color of graph canvas and labels etc. You can also change the colors of the elements of the Palette. To view the Preferences window, click Preferences tab (see Figure 4).

Figure 4: Preferences

You can modify various preferences. These are listed in the table below.
Table 6: Edit Preferences

Preferences	Description
Background Colors	Change the background color of the Graph Canvas
Label Colors	Change the colors of labels of activities displayed in the Graph Canvas.
Undo Redo	Set the number of actions that you can undo.
Workflow Colors Palette	Change colors of Events, Activities, Gateway and Artifacts.

Keyboard Shortcuts
Table 7: Keyboard Shortcuts

Menu Option	Sub-Option	Keyboard Shortcut
File	New	<Ctrl> + <N>
	Open locally saved Process Flow	<Ctrl> + <O>
	Save to Server	<Ctrl> + <S>
	Save Process Flow locally	<Ctrl> + <B>
Edit	Undo	<Ctrl> + <Z>
	Redo	<Ctrl> + <Y>
	Zoom In	<Ctrl> + <NumPad +>
	Zoom Out	<Ctrl> + <NumPad ->
Actions	Synchronize with Server	<F5>
	Enter Login Information	<Ctrl> + <L>
	Maximize Graph Canvas	<Ctrl> + <M>
Help	Help	<F1>

Adeptia also supports text CUT, COPY and PASTE feature in the Properties Panel. This helps users easily copy text from other documents and paste it in the Properties Panel of the Adeptia Modeler.
CUT: <CTRL> + <X>
COPY: <Ctrl> + <C>
PASTE: <Ctrl> + <V>
Right-click in the Properties panel to use these options.
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