Configure Your SAP Signavio Solutions

Managing Your Audience for Admins

Objectives
After completing this lesson, you will be able to:

After completing this lesson, you will be able to:

  • Learn about different audiences

Audience Management

You might be wondering why you would need different audiences? Well, in international companies it might be useful to separate the process viewers into different groups. This helps when you want to show a specific process to the appropriate people.

For example, viewers from Japan might have a different entry point to the company's value chain. They might even have a customized theme for their Hub (specific logo or color). This is when audience management is useful. 

Note
To be able to add additional audiences, you first need to add user groups to your workspace. Adding users and groups was covered in the previous section, so please refer to it if you need additional information. 

General Audience 

The General Audience includes all users that aren't part of a specific audience. For users that belong to more than one user group, the setting for the General Audience is applied. 

Click the video below to see how to add and delete an audience. In the previous lesson, we added our user groups to our workspace. Now that we have these user groups, they will show under the Audience tab when we go to add an audience.

Note
This video has no audio.

Attribute Management

In the Collaboration Hub Setting, in the section Visibility, you can set which attributes (additional information) are shown on a diagram or element level, and if they should be structured by groups.

Visibility of Attributes

Before you set the visibility of attributes you need to know some facts:

  • Attributes can be visualized on different notation sets and for different audiences
  • Attributes can be sorted by groups (more later in this lesson)
  • You can choose between diagram attributes or element attributes
  • You Enable or disable Show group to show or hide the complete attribute group for e.g. individual audiences
  • Visible if set shows the attribute when the attribute has a value
  • Visible always shows the attribute even if the value is empty
  • Invisible hides the attributes -- this might be helpful if for a specific audience an attribute (information) should not be shown

Watch the video to learn how to set visibility of attributes. Two ways of visualization is shown. First with ungrouped attributes and then based on a created attribute group.

Note
This video has no audio.

Provide more structure with attribute groups.

Attribute Groups - Why Would I Need Them?

As we could see on the previous video, you can define how attributes are grouped and sorted across the workspace. Grouping of attributes provides a better overview of the available information, e.g. on a process diagram level. You can compare it like a title in order to structure the different information.

Some facts about attribute groups and their settings

  • Before you create any groups, all attributes are listed in Ungrouped attributes. This means that by default there are no attribute groups.
  • When you create attribute groups, only the attributes added to a group are shown, depending on visibility settings.
  • Each attribute can only belong to one group. After you move an attribute to a group, the attribute is no longer listed in Ungrouped attributes.
  1. Groups are managed in section Groups - n our example image the following groups are already created: Additional Information, QM Information, IT specific Information. Let's for now just focus on QM Information. On the right hand some attributes are added to this group.
  2. The visibility is set under section Visibility - In the example image almost all attributes are set to "Visible if set" except the Process Owner. This means that the Process Owner is also visible even if the process is not assigned to anybody. With this setting it is possible to detect gaps in responsibility assignment.
  3. View for a Collaboration Hub User by entering a BPMN Diagram - In our example image we see the group "QM Information" with some attributes on the BPMN Diagram level. By grouping attributes it is possible to collapse or expand these information.
  4. View for a Collaboration Hub User by clicking on a task - If a Collaboration Hub user clicks on an element the attributes are also shown in groups if groups were set previously. In this example image the user clicked on "Create invoice".

Attribute Visibility with Overlays

In this image, we see icons which indicate that further information is available. How to set the visibility and these icons was covered in lesson "Define Attribute Visualization".

In order to see these icons it is necessary to have activated the Overlays. The boxes can be checked or reset by the Collaboration Hub Users.

If all Overlays should be active by default, the workspace administrator has to define the default in the set-up.

The default of Overlays visualization must be configured from the Set-up menu in the SAP Signavio Process Manager.

Watch the video below to learn how to set visibility on a process diagram. This video contains audio.

Header Attributes

You can select the attributes that are shown at the top of the diagram page. If necessary this can also be set for each audience individually.

The following attributes are available:

  • Process level
    • The process level can be counted from level 1 or level 0. When you disable this attribute, your users won't see the process level pyramid.
  • Revision number
  • Last updated/published
  • Last author

Diagram and Element Attributes

Define the Visibility of Header Attributes

To set the visibility of header attributes, follow these steps: 

  1. Go to Collaboration Hub Settings - Visibility.
  2. Select an audience (or leave it to general audience).
  3. Uncheck the boxes if you don't want to display some of the available attributes.
  4. If the level should be displayed, set if this should start with Level 1 or Level 0.
  5. Click Save to apply the changes.

Key Takeaways

Click the numbers, starting with number 1, to review the Key Takeaways from this lesson. 

Key Takeaways

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