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Version: 15.0

The "Read & Explore" Scenario

For more details on this scenario, refer to the corresponding section according to your product configuration:

note

By default the option "Read & Explore" based on   Roles is enabled. If you are unsure which configuration is in use, contact your ADONIS administrator.

"Read & Explore" Based on Roles

The purpose of the "Read & Explore" scenario is to let you read processes, explore working instructions and process handbooks.

note

The "Read & Explore" scenario is read-only. Users have no write access to repository content (including all models and objects and their relations).

When you switch to the "Read & Explore" scenario, the state filter is activated by default. Only models and objects in the state "Released" (icon ) are displayed. Model and object types without a state set by a release workflow are not affected. This feature can be deactivated in the Administration Toolkit.

 The "Read & Explore" Scenario Based on Roles

What you will see on the "Read & Explore" start page

The start page ("Home") has the following appearance:

  • Search

    Search the repository directly from the start page.

  • Start model

    A start model, such as a Process Landscape which provides an overview of your organisation’s process architecture. You can use the suggested start model or choose one yourself.

This page has five other sections: Quick Access, Processes, Documents, Organisation and My BPM. Use the quick links at the top of the page to access these sections.

  • Quick Access

    Lists your most recently opened models, and your favourite models and objects.

  • Processes

    Lists all Business Process Maps and Process Landscapes in the state "Released" (icon ).

  • Documents

    Provides an overview of the documents in the database.

  • Organisation

    Lists all Organisational Units in the database.

  • My BPM

    Keep a constant overview of your processes and the assigned documents, IT system elements and risks with the My BPM dashboard.

Additional Options

The toolbar at the top of the screen provides access to some of the most used features in ADONIS:

  • Find

    Open the Explorer and the search function in ADONIS. Multiple search and filtering options help you quickly find the artefact you are looking for.

  • Analyse

    This page has two sections: Reports and Dashboards. Use the quick links at the top of the page to access these sections. The Reports section shows the Reporting Board, where PDF and RTF reports can be created. The Dashboards section provides access to the News and Tasks dashboard.

Start Model

The ADONIS administrator can set a default start model all users see when they open the "Read & Explore" start page. Users can set their own start models, and restore the default settings.

Select Start Model

To select your own start model:

  • On the "Read & Explore" start page, click the Select start model button. This button is located above the start model (if one is already displayed) or in the centre of the empty widget.

  • Select the model you want, and then click OK.

Restore Default Settings

To restore the default settings, as defined by your ADONIS administrator:

  • Click the down arrow symbol in the Select start model button, and then click Restore default settings.

The default settings will be restored. If your ADONIS administrator has defined a default start model for all users, it will be shown now. If no default start model has been defined, an empty widget will be shown.

note

If you are not able to view and customise a start model, please ask your ADONIS administrator to enable the functionality in the Administration Toolkit.

My BPM

This dashboard is divided into the widgets "My Processes", "RACI", "Document Usage", "IT Usage" and "Risk Usage".

At the top, under " My Roles", you can select your role(s) in your organisation.

My Roles

Under " My Roles", you can select your role(s) in your organisation:

  • The Roles which are referenced in your User are displayed by default (object attribute has Role in the Notebook chapter "General information").

  • You can add Roles from other areas of responsibility.

The selection determines what data is displayed in the "My BPM" dashboard.

Add/Remove Roles

In order to add or remove Roles:

  • Click the Add/Remove Roles button .

  • Select the Roles you want to add or remove, and then click OK.

Manually added Roles are indicated in bold and marked by an asterisk (*). Only these Roles can be removed by clicking the button .

note

The attribute Available for reader assignment allows you to control whether a Role is available for manual assignment.

My Processes

This dashboard provides a detailed overview of your processes. It lists all Business Process Diagrams:

  • For which you are assigned as Process owner, Process manager, Methodical reviewer or Process analyst/designer (model attributes in the Notebook chapter "Organisation") or:

  • Which contain Tasks for which your Role is assigned as Responsible for execution, Accountable for approving results, Cooperation/Participation or To inform (object attributes in the Notebook chapter "RACI").

RACI

This area provides a detailed overview of all process steps in which you are involved through your Roles. It lists all Tasks for which you are assigned as Responsible for execution, Accountable for approving results, Cooperation/Participation or To inform (object attributes in the Notebook chapter "RACI").

The Tasks are grouped according to the models in which they are contained.

Filter Tasks by Role

This selection determines which Tasks will be displayed in this area. In order to filter Tasks:

  1. Click the widget title (button ) to open a drop-down menu.

  2. Select either the menu entry All or one of your Roles.

All lists all Tasks in which you are involved through your Roles.

If you choose one of your Roles, only the Tasks in which you are involved through this specific Role are listed.

Document Usage

This area provides a detailed overview of the document usage in your processes. It lists all Documents which are either referenced:

  • In your Business Process Diagrams (model attributes Input in the Notebook chapter "Input/Output" and Referenced documents in the Notebook chapter "Documents") or:

  • In the Tasks of your Business Process Diagrams (object attributes in the Notebook chapter "Input/Output") or:

  • In the Processes of your Process Landscapes (object attributes in the Notebook chapter "Input/Output").

Each occurrence in a model or object attribute is listed in a separate row.

IT Usage

This area provides a detailed overview of IT system elements which are referenced in your processes. It lists all repository objects which are either referenced:

  • In your Business Process Diagrams (model attribute Referenced applications/IT system elements in the Notebook chapter "Systems/Products" or:

  • In the Tasks of your Business Process Diagrams (object attribute Referenced applications/IT system elements in the Notebook chapter "Systems/Products") or:

  • In the Processes of your Process Landscapes (object attribute Referenced applications/IT system elements in the Notebook chapter "Systems/Products").

Each occurrence in a model or object attribute is listed in a separate row.

Risk Usage

This area provides a detailed overview of risks which are assigned to your processes. It lists all Risks which are either referenced:

  • In your Business Process Diagrams (model attribute Assigned risks in the Notebook chapter "Risk management" or:

  • In the Tasks of your Business Process Diagrams (object attribute Assigned risks in the Notebook chapter "Risks") or:

  • In the Processes of your Process Landscapes (object attribute Assigned risks in the Notebook chapter "Risks").

Each occurrence in a model or object attribute is listed in a separate row.

News & Tasks

This dashboard is identical in both the "Design & Document" and "Read & Explore" scenarios. Therefore, please refer to the corresponding description here.

"Read & Explore" Based on Organisational Units

The purpose of the "Read & Explore" scenario is to let you read processes, explore working instructions and process handbooks.

note

The "Read & Explore" scenario is read-only. Users have no write access to repository content (including all models and objects and their relations).

When you switch to the "Read & Explore" scenario, the state filter is activated by default. Only models and objects in the state "Released" (icon ) are displayed. Model and object types without a state set by a release workflow are not affected. This feature can be deactivated in the Administration Toolkit.

 The "Read & Explore" Scenario Based on Organisational Units

What you will see on the "Read & Explore" start page

The start page ("Home") has the following appearance:

  • Search

    Search the repository directly from the start page.

  • Start model

    A start model, such as a Process Landscape which provides an overview of your organisation’s process architecture. You can use the suggested start model or choose one yourself.

This page has five other sections: Quick Access, Processes, Documents, Organisation and My BPM. Use the quick links at the top of the page to access these sections.

  • Quick Access

    Lists your most recently opened models, and your favourite models and objects.

  • Processes

    Lists all Business Process Maps and Process Landscapes in the state "Released" (icon ).

  • Documents

    Provides an overview of the documents in the database.

  • Organisation

    Lists all Organisational Units in the database.

  • My BPM

    Keep a constant overview of your processes and the assigned documents, IT system elements and risks with the My BPM dashboard.

Additional Options

The toolbar at the top of the screen provides access to some of the most used features in ADONIS:

  • Find

    Open the Explorer and the search function in ADONIS. Multiple search and filtering options help you quickly find the artefact you are looking for.

  • Analyse

    This page has two sections: Reports and Dashboards. Use the quick links at the top of the page to access these sections. The Reports section shows the Reporting Board, where PDF and RTF reports can be created. The Dashboards section provides access to the News and Tasks dashboard.

Start Model

The ADONIS administrator can set a default start model all users see when they open the "Read & Explore" start page. Users can set their own start models, and restore the default settings.

Select Start Model

To select your own start model:

  • On the "Read & Explore" start page, click the Select start model button. This button is located above the start model (if one is already displayed) or in the centre of the empty widget.

    Select the model you want, and then click OK.

Restore Default Settings

To restore the default settings, as defined by your ADONIS administrator:

  • Click the down arrow symbol in the Select start model button, and then click Restore default settings.

The default settings will be restored. If your ADONIS administrator has defined a default start model for all users, it will be shown now. If no default start model has been defined, an empty widget will be shown.

note

If you are not able to view and customise a start model, please ask your ADONIS administrator to enable the functionality in the Administration Toolkit.

My BPM

This dashboard is divided into the widgets "My Processes", "Document Usage", "IT Usage" and "Risk Usage".

At the top, under " My Organisational Units", you can see the Organisational Units you are assigned to.

My Organisational Units

Under " My Organisational Units", you can see the Organisational Units you are assigned to in your organisation:

  • The Organisational Units which are referenced in your User are displayed (object attribute Belongs to in the Notebook chapter "General").

Your Organisational Units determine what data is displayed in the widgets and dashboards of the “Read & Explore” scenario.

My Processes

This area provides a detailed overview of your processes. It lists all Business Process Diagrams:

  • For which you are assigned as Process owner, Process manager, Methodical reviewer or Process analyst/designer (model attributes in the Notebook chapter "Organisation") or:

  • For which your Organisational Unit is assigned (model attribute Scope in the Notebook chapter "General information").

Document Usage

This area provides a detailed overview of the document usage in your processes. It lists all Documents which are either referenced:

  • In your Business Process Diagrams (model attributes Input in the Notebook chapter "Input/Output" and Referenced documents in the Notebook chapter "Documents") or:

  • In the Tasks of your Business Process Diagrams (object attributes in the Notebook chapter "Input/Output") or:

  • In the Processes of your Process Landscapes (object attributes in the Notebook chapter "Input/Output").

Each occurrence in a model or object attribute is listed in a separate row.

IT Usage

This area provides a detailed overview of IT system elements which are referenced in your processes. It lists all repository objects which are either referenced:

  • In your Business Process Diagrams (model attribute Referenced applications/IT system elements in the Notebook chapter "Systems/Products" or:

  • In the Tasks of your Business Process Diagrams (object attribute Referenced applications/IT system elements in the Notebook chapter "Systems/Products") or:

  • In the Processes of your Process Landscapes (object attribute Referenced applications/IT system elements in the Notebook chapter "Systems/Products").

Each occurrence in a model or object attribute is listed in a separate row.

Risk Usage

This area provides a detailed overview of risks which are assigned to your processes. It lists all Risks which are either referenced:

  • In your Business Process Diagrams (model attribute Assigned risks in the Notebook chapter "Risk management" or:

  • In the Tasks of your Business Process Diagrams (object attribute Assigned risks in the Notebook chapter "Risks") or:

  • In the Processes of your Process Landscapes (object attribute Assigned risks in the Notebook chapter "Risks").

Each occurrence in a model or object attribute is listed in a separate row.

News & Tasks

This dashboard is identical in both the "Design & Document" and "Read & Explore" scenarios. Therefore, please refer to the corresponding description here.