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 set on an Execution Node
- Node Name…What is done in that step
- Description…Supplementary notes
- 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
- Detailed process…A reference to another process diagram when breaking out a subprocess
- Manual/Link…A Teachme Biz Manual or Outside Link
Setting assignment labels enables Swimlanes
When you set Assignment labels, the Swimlane view lets you reorganize the diagram around "whose task it is." Nodes are also color-coded by assignment label, making it useful when discussing the division of roles between departments.
Set the Task Type in advance
The Task Type (Decision, Routine, or Automated) is used in aggregating improvement Reports. For nodes where it has not been set, the AI will estimate it from the content, but setting it in advance produces more accurate aggregations.
Enter Duration for every Execution Node
If you enter a Duration for every Execution Node, the "longest and shortest paths" in the flow view lets you compare time-consuming routes against shorter ones.
This can serve as material for improvement discussions.
Switch views when making edits
The node list view is well suited for the work of filling in information. Because Duration and whether a Manual is attached are visible at a glance, it becomes easier to spot nodes with missing data.
Switch views depending on what you want to fix: use the flow view to adjust the flow itself, and use the Swimlane view to revisit how assignments are divided.
Related
Tell me about configuring nodes and edges
https://help.process.teachme.jp/hc/en-us/articles/61437158696857
Set the 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
Show the longest and shortest paths
https://teachme.jp/8/manuals/51536355
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