Working with modeling conventions

Note

This feature is available in the Enterprise Edition.

The modeling convention feature enables users to check if diagrams stick to certain rules regarding notation set, labeling, process structure and diagram layout. This check can be displayed while modeling (or saving). Additionally, a modeling conventions report can be generated. The Classic Edition offers the Signavio Best Practices modeling convention. In the Enterprise Edition you can also create custom modeling conventions for your workspace.

Modeling conventions help business process modelers with sticking to a reasonable and consistent modeling style.

To learn more about this topic, go to the chapter Managing modeling conventions.

While modeling a diagram in the Editor, the infringement of modeling conventions may be checked using the dialog in the upper toolbar:

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The result of the check will look like this:

The result of the modeling convention check is displayed.

The result of the modeling convention check is displayed.

The infringements are shown in the diagrams as exclamation marks attached to the corresponding elements. Moving the mouse over these exclamation marks will display a short information text. Additionally to the illustration in the process diagrams, the information is summarized in a chart below the process diagram.

To gain an overview over the modeling conventions, click Open guideline:

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A detailed explanation chart containing modeling guideline infringements will show up:

excerpt of the explanation chart of the Signavio Best Practice modeling convention

excerpt of the explanation chart of the Signavio Best Practice modeling convention

Another way to display this chart is selecting Help - Modeling Conventions in the top drop-down menu of the Signavio Explorer.

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In addition to the convention check in the editor, an automatic check before saving a diagram may be necessary (depending on your work space settings). This check is integrated into the save dialog:

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Pressing the Play button will lead you to the same view as the convention check dialog in the toolbar does.

Modeling conventions report

In addition to the checks in the Editor, a modeling convention Excel report containing details of one or multiple processes can be created in the Explorer.

In order to create a report open the Reporting menu in the Explorer and go to Modeling conventions (XLSX):

Create a modeling conventions report.

Create a modeling conventions report.

Then, select the diagram(s) and modeling conventions you want to include:

Select the diagram(s) and the conventions for the report.

Select the diagram(s) and the conventions for the report.

Now, click Start analysis. An XLSX containing an overview over violations of modeling conventions will be generated. It will look like this:

An example of a modeling convention report

An example of a modeling convention report