The value of a process diagram depends on what you put into its nodes. Do not stop at simply creating the shape of the diagram.
What you can configure on an Execution Node
- Node Name…What is done in that step
- Description…Supplementary information
- Duration…How long it takes
- Task Type…One of Decision, Routine, or Automated. Used when considering improvements
- Badge…Indicates Approval, Forbidden, and so on
- Assignment labels…Whose task it is
- Detail process…Reference destination when breaking out into a separate process diagram
- Manual/Link…Teachme Biz Manuals or Outside Links
Setting assignment labels enables Swimlanes
When you set assignment labels, the Swimlane view lets you reorder and view tasks by who is responsible for them. Tasks are also color-coded by assignment label, making it useful when discussing the division of roles between departments.
Set Task Type in advance
Task Type (Decision, Routine, or Automated) is used for aggregation in the improvement Report. For nodes where it is not set, the AI will estimate it from the content, but setting it in advance will make the aggregation more accurate.
Enter Duration for all Execution Nodes
If you enter a Duration for every Execution Node, the "longest and shortest paths" in the flow view let you compare time-consuming routes with shorter ones.
This can serve as material for improvement discussions.
Switch views when making edits
The node list view is well suited for the task of entering information. Because Duration and Manual availability are visible at a glance in a list, it becomes easier to spot nodes with missing data.
Switch views based on what you want to fix: use the flow view to adjust the flow itself, and use the Swimlane view to review how assignments are divided.
Related
How to configure nodes and edges
https://help.process.teachme.jp/hc/en-us/articles/61437158696857
Set Task Type to drive improvements
https://help.process.teachme.jp/hc/en-us/articles/61439195743641
How to operate
Edit an edge label
https://teachme.jp/8/manuals/49771940
Set the duration of a node
https://teachme.jp/8/manuals/49771933
Display the longest and shortest paths
https://teachme.jp/8/manuals/51536353
Set assignment labels on a node
https://teachme.jp/8/manuals/49771936
Set the task type of a node (Decision, Routine, or Automated)
https://teachme.jp/8/manuals/49771935
Edit a node description
https://teachme.jp/8/manuals/49771928
Edit a node name
https://teachme.jp/8/manuals/49771903
Set badges (Approval, Forbidden, and others) on an execution node
https://teachme.jp/8/manuals/49771899
Add, edit, and delete manuals and links on an execution node
https://teachme.jp/8/manuals/49689536