User's guide chapter 2 section 1 & 2

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Chapter 2 – Basic Functions

2.1 – Setting Up ProcessModel

2.1.1 – Opening ProcessModel

How To – Open ProcessModel

1. Click Start on the Windows taskbar.

2. Scroll to the ProcessModel folder and click on ProcessModel 5.

3. After starting ProcessModel, a demo model will open based on your chosen default industry. You can change both your default industry, and whether the demo model opens by clicking Tools / Preferences.

2.1.2 – Live Process Mapper

Live Process Mapper (LPM) is the “little sister” of ProcessModel. It was designed to capture and animate the flow of a system without the details of a full simulated model. It can be used by people with less training to capture a process for a Certified Process Improvement Specialist (or other trained individual) to complete a simulation.

More Information

LPM has only the features that are necessary to create an animation of the process. The purpose is to capture and animate the flow so that process expert can verify that the relevant elements of the flow have been communicated to the interviewer. The animation is unparalleled in uncovering nuances of the process.

A Live Process Map is a flow diagram with associated operational information for animating a process.

Flowcharts are excellent for processes that are simple to moderate in complexity. Once a flowchart becomes complex, understanding the real flow of individual items becomes difficult (sometimes impossible). The behavior of individual transactions is seldom understood. The same diagram is often interpreted different by different people.

On the other hand, simulation can represent very complex processes with detailed interrelationships. The model is dynamic so that you can observe and absorb the function of the process. With simulation the most complex processes can be modeled and understood…if you have the data to create the model. Because of the requirement of needing detail data and development of flow logic simulation models take longer to create than flowcharts.

Live Process Mapping addresses the middle ground. LPM is a totally new way of looking at complex processes. With LPM you can quickly define the flow and basic characteristics of the most complex process. LPM creates a dynamic picture to gain consensus among team members. You can actually watch individual items flow through the process steps with animation. The animation is interesting, creating a conduit for communication of complex ideas to others.

Also see; Missing Arrival TypesResource Shows Properties Dialog for Activities and Missing Fields & Output Report Options.

Switch on Live Process Mapper

1. Click Tools \ Switch to Live Process Mapping.

2. Close ProcessModel and start it again.

Switch off Live Process Mapper

1. Click Tools \ Switch to ProcessModel.

2. Close ProcessModel and start it again.


* Entities

* Arrivals

* Periodic

* Activities

* General

* Action Logic

* Submodels

* Routings

* Attach

* Conditional

* Create

* Detach

* Else

* Percentage

* Attributes

* Variables

* All Documentation/Drawing Features

Features not available In LPM

* Resources

* Costing

* Scenarios

* SimRunner

* Stat::Fit

* Most Arrivals

* Some Routings

* Run Length

* Replications

LPM can be used to run models created in ProcessModel.

LPM cost much less so it can be used by a broad range of people to quickly provide the pre-work for detailed modelers.

Below is a comprehensive list of features found in ProcessModel and LPM for comparison.

Category LPM ProcessModel
Arrivals X X
Continuous X
Periodic X X
Scheduled X
Ordered X
Daily Pattern X
Entities X X
Cost X
Activities X X
Action X X
Cost X
Shift X
SubModel X X
Resources X
Availability X
Cost X
Shift X
Storages X
Attributes X X
Variables X X
Submodels X X
Optimization X
Stat::Fit X
Replications X
Run Length X
Import Data X
Export Data X X
Export to Office Products X X
Import Custom Graphics for Animation  X X
Output Analysis X
Detailed Output X
Summary Report X
Model Protection  X X
Runtime Capability  X X
Swimlane Charts X X
SPC Charts X X
Bock Diagrams X X
Org Charts X X
Cascade Diagrams X X
Fishbone Diagrams X X
Pyramid Diagram X X
Spoke Chart X X

2.1.3 – Setting Up the Page

How To – Set up the Page

1. Click the File menu, and select New Process.

2. On the File menu, click Page header options in processmodel

3. Under Orientation, select Landscape to change the page orientation.

4. Click the Margins tab.

5. Type .50 or your preferred setting in each of the four margin boxes. Notice the preview shows how the page will look with the selected margin settings.

6. Click the Header and Footer tab.

7. Click the Custom Header button. You can add items to appear at the top of all pages in any of three positions (Left, Center, or Right Section).

8. Select the items you want to appear on the page. The chart name or any text of your choosing, page number, page number of the page total, date, or time can appear on the chart.

9. Click the Custom Footer button. Set the footer by following the same steps you used to set the header.

10. Click OK to return to Page Setup.

11. Click OK to return to Document.

2.1.4 – Adding Layers

See Using Layers video tutorial.

Layers let you organize objects by letting you separate related objects from other objects. A common use of layers is with background and foreground objects and adding comments. You can place background objects on one layer, and then you can place foreground objects on a different layer, and manipulate them without disturbing the background. This also allows you to add comments on different layers for help with an audit.

Another use of layers is to organize model notes on layers that can help you during model development, but be made invisible during presentation.

The Layer Manager lets you add, delete, and set layer options.

Layers are important for 4 main reasons.

  1. Organize graphic elements to emphasize the most important things, yet not interfere with model access. This is different than ordering things on the same layer which will cause difficulty in selecting the desired element.
  2. Save time and effort by documenting during the build process. You can keep track of important project information such as notes, questions, assumptions, timings or anything else, yet keep you model clean and ready for presentation.
  3. Improve your presentation by revealing information as it is needed, rather than dumping information the audience. This gives you control over how much and when to release information.
  4. Take the headache out of tracking of all your project data. All of your information — notes, assumptions, word documents, data sets, power point presentations, etc., can be attached to the model. When you create a model package , all the files attached are also included.

How To – Add layers

1. To access the Layer Manager, go to the Arrange menu and click on Layers. Then select Layer Manager.

2. To change the layer name, click Rename, type Notes, and then click OK. Notice that the layer name changes in the list.

3. To add a layer called Chart, click Add, type Chart, and then click OK. Notice that the Chart layer now appears in the list.

Important information to be aware of The layers appear in the list in the same order in which you added them to the model. Layers at the top of your list appear behind items at the bottom of your list.

4. On the Layer Manager screen, review the options (Visible, Printable, or Locked) for each layer.

Important information to be aware of You can set the visible, printable, and locked layer options by selecting the appropriate box for each layer. Visible and Printable let you see and print a layer, respectively. When a layer is locked, you cannot access it without unlocking it.

Important information to be aware of You must select