1. Copyright  Oracle Corporation, 1999. All rights reserved. 1 CMIS 570 - Powell Oracle Designer: Process Modeling CMIS 570 - Powell

2. 2-2 Copyright  Oracle Corporation, 1999. All rights reserved. Setting the Scene So, what do you do to get your job done? Let’s see... The phone rings. I answer it. I get the customer’s name...

3. 2-3 Copyright  Oracle Corporation, 1999. All rights reserved. Overview Process models and their components – Organization units – Process steps – Flows – Events Process Modeler Working with process diagrams Process models and their components – Organization units – Process steps – Flows – Events Process Modeler Working with process diagrams

4. 2-4 Copyright  Oracle Corporation, 1999. All rights reserved. What is a Process? Process A definition of how one or more business functions are to be carried out by a system. Example: Satisfy customer order

5. 2-5 Copyright  Oracle Corporation, 1999. All rights reserved. A Process Model Describes how the business works Communicates business requirements Provides the foundation for application design

6. 2-6 Copyright  Oracle Corporation, 1999. All rights reserved. Process Model Components Process Step FlowFlow Triggering Event Outcome Event Organization Unit FRONT DESK FOOD LAB Swim Lane

7. 2-7 Copyright  Oracle Corporation, 1999. All rights reserved. Organization Units DELIVERY SERVICE Who? Which department?

8. 2-8 Copyright  Oracle Corporation, 1999. All rights reserved. Creating an Organization Unit UNSPECIFIED 1. Choose Create Organization Unit 2. Click in Unspecified box 3. Enter name in dialog box Name Short Name

9. 2-9 Copyright  Oracle Corporation, 1999. All rights reserved. Record order Print order Base Process and Process Steps Process steps Satisfy customer order Base process:

10. 2-10 Copyright  Oracle Corporation, 1999. All rights reserved. Types of Process Steps Record customer order Data entry Generic Cook products Agree on cost and timing? Decision point Print customer’s bill Report

11. 2-11 Copyright  Oracle Corporation, 1999. All rights reserved. Creating a Process Step UNSPECIFIED DELIVERY SERVICE 1. Choose Create Process Step 2. Click in swim lane 3. Enter definition and label Label Type Short Definition Label Type

12. 2-12 Copyright  Oracle Corporation, 1999. All rights reserved. Flows “We don’t start to print the customer’s bill until the customer has agreed the total price and how long it will take to deliver the order” Print customer’s bill Agree on cost and timing? 1 2

13. 2-13 Copyright  Oracle Corporation, 1999. All rights reserved. Creating a Flow Select Create Flow icon Click anywhere in the “from” process step Click anywhere in the “to” process step If you want verbage displayed on the flow line: – Enter the verbage as “Name” when you create the flow – Turn on “Display Name” in the flow properties Select Create Flow icon Click anywhere in the “from” process step Click anywhere in the “to” process step If you want verbage displayed on the flow line: – Enter the verbage as “Name” when you create the flow – Turn on “Display Name” in the flow properties

14. 2-14 Copyright  Oracle Corporation, 1999. All rights reserved. Events Trigger Trigger DESK RECEPTION DESK CUSTOMER REQUESTS FOOD Record customer order Outcome Outcome DELIVERY SERVICE CUSTOMER SATISFIED Deliver goods to customer

15. 2-15 Copyright  Oracle Corporation, 1999. All rights reserved. Creating Triggers... Record customer order RECEPTION DESK Name Type... and Outcomes DELIVERY SERVICE Deliver goods to customer Type Name

16. 2-16 Copyright  Oracle Corporation, 1999. All rights reserved. Steps in Creating a Process Model Talk to users involved in the process ! Identify and create organization units Identify and create process steps Identify and create process steps Create flows between steps Create flows between steps Identify and create trigger events and outcome events Identify and create trigger events and outcome events Confirm and refine the resulting model with users ! Talk to users involved in the process ! Identify and create organization units Identify and create process steps Identify and create process steps Create flows between steps Create flows between steps Identify and create trigger events and outcome events Identify and create trigger events and outcome events Confirm and refine the resulting model with users !

17. 2-17 Copyright  Oracle Corporation, 1999. All rights reserved. Working with Process Diagrams Editing objects Editing objects Click and drag Right click Double click Including existing objects Including existing objects EDIT pulldown, then INCLUDE (you’ll need to do this!) Editing objects Editing objects Click and drag Right click Double click Including existing objects Including existing objects EDIT pulldown, then INCLUDE (you’ll need to do this!)

18. 2-18 Copyright  Oracle Corporation, 1999. All rights reserved. Working with Process Diagrams Deleting objects Deleting objects From the diagram – CUT icon From the Repository – DELETE Saving diagrams Saving diagrams FILE pulldown, then SAVE Deleting objects Deleting objects From the diagram – CUT icon From the Repository – DELETE Saving diagrams Saving diagrams FILE pulldown, then SAVE

19. 2-19 Copyright  Oracle Corporation, 1999. All rights reserved. Adjusting Swim Lanes and Organization Units FRONT DESK FOOD LAB Move org unit Resize swim lane Shift +

20. 2-20 Copyright  Oracle Corporation, 1999. All rights reserved. Viewing Modes Iconic Symbol (default) Enhanced symbol View Drill Up Drill Down Symbol Enhanced Symbol Iconic

21. 2-21 Copyright  Oracle Corporation, 1999. All rights reserved. Modeling Lower Level Detail (Decomposing a Process Step) FOOD LAB DELIVERY SERVICE Present order to desk FOOD LAB DELIVERY SERVICE Present order to desk Deliver goods to customer Open Down DELIVERY SERVICE Hand over ordered food Record time and payment Select person to deliver goods Deliver goods to customer

22. 2-22 Copyright  Oracle Corporation, 1999. All rights reserved. Modeling Lower Level Detail (Decomposing a Process Step) Right click a process step to “Open Down” – i.e., to build a lower level model of that process step To return from lower level process model to the root process model: – From “File” pull-down menu, select “Open Up” Right click a process step to “Open Down” – i.e., to build a lower level model of that process step To return from lower level process model to the root process model: – From “File” pull-down menu, select “Open Up”

23. 2-23 Copyright  Oracle Corporation, 1999. All rights reserved. Summary PROCESS MODELER creates process models Process models contain – Organization units – Process steps – Flows – Events Process models can be decomposed PROCESS MODELER creates process models Process models contain – Organization units – Process steps – Flows – Events Process models can be decomposed

24. 2-24 Copyright  Oracle Corporation, 1999. All rights reserved. Practice 1 nnn Create an Application System called “Hollywoodnnn” Follow along with me as we create a process model... nnn Create an Application System called “Hollywoodnnn” Follow along with me as we create a process model...

25. 2-25 Copyright  Oracle Corporation, 1999. All rights reserved. Practice 1 First, create a new root process to represent the maintenance of the inventory at Hollywood Video Rentals. Label = MAIN Short Definition = Maintain the inventory First, create a new root process to represent the maintenance of the inventory at Hollywood Video Rentals. Label = MAIN Short Definition = Maintain the inventory

26. 2-26 Copyright  Oracle Corporation, 1999. All rights reserved. Practice 1 Next, create an organizational unit named RENTAL STORE with a short name of STO. Then, create 2 process steps in the RENTAL STORE swim lane: ADDAdd a new item to inventory MODModify inventory information Next, create an organizational unit named RENTAL STORE with a short name of STO. Then, create 2 process steps in the RENTAL STORE swim lane: ADDAdd a new item to inventory MODModify inventory information

27. 2-27 Copyright  Oracle Corporation, 1999. All rights reserved. Practice 1 Now, create one flow from the ADD process step to the MOD process step.

28. 2-28 Copyright  Oracle Corporation, 1999. All rights reserved. Practice 1 Save your diagram (as MAIN).

29. 2-29 Copyright  Oracle Corporation, 1999. All rights reserved. Practice 2 Now let’s decompose the process model, by adding detail concerning the ADD and MOD processes. Create a lower-level diagram for each of the two processes as shown in the following sketches. Note that both models use the STORE CLERK and STORE MANAGER organizational units, but you should only create them once. Now let’s decompose the process model, by adding detail concerning the ADD and MOD processes. Create a lower-level diagram for each of the two processes as shown in the following sketches. Note that both models use the STORE CLERK and STORE MANAGER organizational units, but you should only create them once.

30. STORE CLERK STORE MANAGER Update copy Information Every Month Supplier information Updated MOD2 MOD3 MOD4 MOD1 Perform routine check of Inventory Copy information Updated Title information Updated Update title Information Update supplier Information MOD Process Model

31. ADD5 MAIL ROOM STORE CLERK STORE MANAGER New Videos Deliver new videos to clerk Record new supplier Copy available ADD1 ADD2 ADD3 Is it a new title Record new title ADD4 Is it from a new supplier ADD6 Record new copy ADD7 Place copy on Shelf No Yes No ADD Process Model