Capturing processes with QuickModel

QuickModel enables you to capture processes in a fast and well-structured manner. Information is simply added to a table and a diagram is automatically created from the information you put in.

The following chapter explains process capturing with QuickModel in-depth.

QuickModel can be used to capture linear processes, which contain a workflow with a well defined order of activities.

With the application you can also make modeling complex processes much faster by simply recording the main path first. Complex structural information like parallel tasks or exclusive gateways you can add later in the Graphical Editor.

The QuickModel Editor helps to manage BPMN attributes in a fast and well structured manner.

To capture a new process with QuickModel, open the Signavio Explorer and click New, then QuickModel in the top drop-down menu:

Create a new process diagram with QuickModel.

Create a new process diagram with QuickModel.

The QuickModel application will open in a new tab:

A new BPMN diagram in QuickModel

a new BPMN diagram in QuickModel

The QuickModel window consists of three sections, top to bottom:

  • Process details are displayed at the top of the window. They contain information about the process as a whole (attributes on diagram level).

    The top part with general diagram information
  • Activities are listed in the middle. The workflow order in the diagram will be the same as displayed here.

    The order of lines in the table under 'what' (1, 2, 3, 4, 5) is the same as the order of the tasks in the diagram

    The order of lines in the table under ‘what’ (1, 2, 3, 4, 5) is the same as the order of the tasks in the diagram

  • A diagram preview is displayed at the bottom. The preview is automatically generated by the application.

Adding tasks

  • Start with adding a process trigger (start event) that initiates the process and an end event that concludes it, if applicable.
Add a trigger/start event.

Add a trigger/start event.

  • Add tasks that are executed during the process. To do so, select the first cell in the table directly below What?:
Select the first cell to add a task.

Select the first cell to add a task.

To ease the navigation in the table, the row and column name of the currently selected cells are always highlighted.

  • Type in the activity name and press Enter. The diagram preview will refresh and show a start event, the task and an end event:
The task is automatically added to the diagram.

The task is automatically added to the diagram.

  • Continue adding tasks in the same way. As the activity list grows, the diagram preview may scroll out of view. To always keep it in view, you can use the pin on the upper right:
You can pin the diagram preview to the bottom of the window.

You can pin the diagram preview to the bottom of the window.

This will pin the preview to the bottom of the window. You can adjust the diagram size via the slider on the left or resize the preview window itself:

Resize the graphical diagram view.

Resize the graphical diagram view.

To add more information about activities (to fill in additional attributes), use the tabulator key instead of Enter. Instead of the next line for a new task, the next column will be selected and allows you to enter detailed information:

Navigate to the next column after labeling a task to define roles for the task.

Navigate to the next column after labeling a task to define roles for the tasks.

To add information to previous activities, select the corresponding cell by clicking or navigating to it with the arrow keys. To extend information about an activity, double click the cell instead of simply typing the information or press Enter.

If you forgot an activity in between, select the next activity in the workflow and click Add activity above:

Adding an activity inbetween existing tasks.

Adding an activity inbetween existing tasks.

This will add a new, empty row.

  • After adding all activities, you can add a process result in the process details area:
Label the end event/process result.

Label the end event/process result.

The diagram preview in the bottom will refresh constantly. Answering the question Who? will add pools and lanes, adding IT Systems to the table will create them accordingly in the preview:

a process diagram, created with the QuickModel editor

A process diagram, created with the QuickModel Editor.

After creating your new diagram with QuickModel, you can switch directly to the Editor to add complex elements, such as gateways.

To switch directly to the Editor, click the corresponding menu item.

To switch directly to the Editor, click the corresponding menu item.

If you did not save your QuickModel diagram yet, a dialog will appear. If you want to save and switch to the Editor, click Yes, and open the Editor

Removing tasks and information

To remove a task, select the corresponding line and click Remove activity

Remove an activity.

Remove an activity.

To remove single information, select a cell and hit Del on your keyboard. The cell content will be removed but the task will remain.

Saving a diagram

Add a name for the process at the top of the window before saving:

Label the process.

Label the process.

Then, add a process description. if you click on the field Documentation in the Process details section, a text Editor will appear that also allows formatting the text:

Add a process description.

Add a process description.

Add your information and hit OK. The process description will later help readers of the process to get an idea of the process without diving into its structure.

Finally, click Save in the QuickModel toolbar:

Save the diagram.

Save the diagram.

The diagram will be saved und be accessible in the Signavio Explorer after refreshing.

For advanced QuickModel functions, please read Completing diagram data with QuickModel