Setting Up the Workspace

Objective

After completing this lesson, you will be able to design and implement a personalized and customized workspace for your company.

General Workspace Settings

SAP Signavio Process Manager Settings.

Setting Up Your Workspace

Note

Since certain configurations and access rights are interdependent, we recommend completing this eLearning in the suggested order.

Now, that we understand the administrator's role, let's see how to set up your workspace. Let's look at the settings within the Edit General Configuration option. In the following video, we will walk you through all the setting options for the Explorer.

Configure Language Settings

The Editor allows you to select your choice of language for your diagrams. You can translate the labels of modeling elements and element documentation to a specific language.  

To avoid confusion, we recommend configuring multiple languages only if you actually use them. When activating multiple languages for your workspace, you must set a default language. This determines the main language that the content is displayed in to your users. 

When you add more languages, this will directly impact all content in the SAP Signavio Process Manager (that is Attributes, Dictionary terms, and Diagrams).

To add languages, simply go to Define languages in the Setup menu. A pop-up window will open, where you can select any language from the drop-down menu. You can move them up and down the list, keeping in mind that the first one listed will be the default language for the workspace.

Screenshot of the Setup menu in the Process Manager, followed by a screenshot of the Define languages window with its menu, as explained in the text above.

Defining Modeling Convention

The Modeling Convention Check

Often in organizations, there are many people involved in designing processes. Modeling conventions can help ensure the quality, consistency, and compliance of these processes.

The modeling convention check is a feature that enables users to see if diagrams adhere to the syntax, meaning the notation (BPMN language), naming, process structure, architecture, and diagram layout.

To better understand on which the convention checks apply, click on the link to see details of the five categories of modeling guidelines. In this guideline you will find examples and best practices.

Custom Modeling Conventions

Now, that you know a bit about modeling conventions, let's look a little deeper into creating custom modeling conventions to fit your organization’s needs.

Watch the next video to learn how to set up a customized modeling convention check and how to add a new rule.

Note

In the report section, the modeling convention check results can be analyzed on processes.

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