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 the Visible option for a particular layer on the Layer Manager before you can access that layer to make additions or changes.

5. Click OK. Notice the tabs at the bottom left of the chart area adding-layers. These are the layer tabs. The tab contains the name of the layer. To activate the layer, click the tab. The active tab becomes highlighted.

Important information to be aware of When you have more than two layers, the arrow buttons to the left of the tabs let you scroll through the layer tabs.

Important information to be aware of You can also access the options for a particular layer by clicking the right mouse button on that layer tab and selecting from the menu. This menu also allows you to access the full Layer Manager menu.

How To – Move Layers Forward or Back

To bring a layer to the foreground or move it to the background:

  1. Select the layer to move.
  2. Click the Arrange menu.
  3. Click Layers and select the desired Move option.

2.1.5 – Add Comments

User comments can be added to a layer or multiple layers can be created with user names for an audit trail. The comments layer or the user name layer can be shown or hidden when needed.


1. Go to the Arrange menu and click on Layers. Then select Layer Manager.

Layer Manager for ProcessModel

2. Add a new layer called Comments.

Comments Layer in ProcessModel

Username Comments Layer in ProcessModel

Important information to be aware of If you wish to create separate layer for each user, add multiple layers with usernames.

3. Click on the relevant comments or username layer to goto that layer.

4. Select the Text Tool from the left toolbar, click anywhere in the model and start typing the comments.

5. To hide the comments or username layer(s) move back to the main layer by clicking on it. Open the Layer Manager and uncheck Visible for the relevant layer(s).

Important information to be aware of In order to not print comments from the comments or username layer(s) uncheck the Printable checkbox.

2.1.6 – Working with Objects on Different Layers

Layers allow you 1) to place a background behind your model, 2) to create notes that will help you during development but be invisible during presentation, or 3) to organize different elements of your model.

How To – Work with Objects on Different Layers

1. Click the Chart layer tab to activate the Chart layer, if necessary.

2. On the Gallery palette, select the first item and place it on the screen.

3. Go down to the bottom tabs and select the Notes tab.

4. Select the Text tool. Then click on the model layout wherever you wish to place these notes. Type Notes for the entity.

Important information to be aware of Any new items placed on the screen will be placed on the active layer. You can only access and change an item when you have activated the layer on which the item was originally created.

Important information to be aware of To access a layer, you must first select the option “Visible” for that layer on the Layer Manager.

5. To temporarily make the text of the notes invisible, click on the Chart layer, then right mouse click on any tab (Chart or Notes in this case).

Important information to be aware of When a layer is activated, you cannot de-select the Visible option for text on that layer.

6. Select Layer Manager.

7. To hide the Notes, deselect the box Visible. Click OK. The item/object remains visible, but the text of the notes now becomes invisible.

Important information to be aware of When a layer is selected, you can edit only the objects and text from that layer. You can see objects or text from any other layers for which you have selected the option Visible on the Layer Manager, but you cannot access them (unless you have selected Edit All Layers).

8. To make the Notes visible again, right mouse click on the tab Notes again at the bottom of the screen. Click Layer Manager. Select the box Visible. Click OK.

9. On the File menu, click Close. When prompted to save the chart, click No.

Important information to be aware of It is possible to edit all layers at once. You can reach the Edit All Layers option by going to the pop-up menu for Tabs or to the Layer Manager. It is also possible to edit objects on all layers at once by clicking the right mouse button on a layer tab, and then clicking Edit All Layers.

Important information to be aware of If you are going to connect elements from different layers, you must be in Edit All Layers mode.

2.1.7 – Working with Shapes

In ProcessModel, shapes offer important capabilities that make them more powerful than ordinary graphics. Shapes have properties that allow them to represent your business operations and become part of simulations to test those operations. In contrast, graphics are simple pictorial enhancements to the charts on your screen displays. Graphics do not enhance the simulations. Instead, they offer you the capability to present more explanation as part of your screen displays.

ProcessModel also enables you to convert Shapes into Graphics or Graphics into Shapes through the Arrange menu. This ability means that you can design custom graphics, and easily embellish your models by adding new components.

selecting a different shape paletteWhether you are creating an organization chart or a process model, shapes are the components that make up a chart. ProcessModel provides the Gallery of hundreds of pre-drawn shapes and a drawing tool that lets you draw your own shapes. From this Gallery, you can select a set of shapes for each of your projects, create other unique shapes for those projects, and place all the shapes for a project on a specialized Palette. You can save any specialized Palette for later use.

The palette is the window holding the shapes (objects) to be used in the model to depict entities, activities, storages, and resources.

There are pre-configured palettes for Healthcare, Service, Logistics, Manufacturing, Military and many other industries. These may be customized by adding or removing objects or by modifying the individual shapes. The palette may be saved and other palettes may be selected. New palettes can be created and graphics imported. The default is selected during installation when the default industry is selected. To access the other palettes, select the drop down next to the word General at the top of the palette.

The first three sections of this tutorial teach you to:

• Open the Gallery and identify shapes
• Place shapes from the Gallery into the ProcessModel
• Position shapes on the page
• Number shapes

Adding Shapes to a Chart

How To – Add shapes to a chart

1. Click the File menu, and click on New Process.

Important information to be aware of The General palette contains shapes typically used in flowcharts. To complete this tutorial, you should have the General palette open. If the General palette is not open, press F9 to bring up the Manage Media menu. In Public Media Collections, double click on ProcessModel 5, and then double click on the General palette.

2. Rest the pointer over the green globe on the top row of the Shape palette. Its name is Item (Entity). Left click the green globe. It will be highlighted on the palette.

3. Move the pointer to the chart area, and click in the position where you wish to place the green globe. ProcessModel places the globe where you clicked.

4. To place additional shapes on the chart, return to the Shape palette. Highlight and place each shape by repeating steps 3 through 5.

How To – Automatically connect a new shape to an existing shape

1. Click on the Process shape on the left toolbar.

2. Position the pointer on the green globe you placed on the chart in the previous tutorial. The pointer changes to an image of two shapes connected by a line.adding-new-shape-entity

3. Point inside the globe shape, press and hold the left mouse button, and drag the pointer to the right of the shape. When you release the mouse button, the Process shape appears and is connected to the globe shape by a line.

Important information to be aware of You can click a shape in the Shape palette and drag it onto your chart. However, to automatically connect a new shape to an existing shape, you must use the method described in step 3.

4. On the File menu, click Close. Click No when prompted to save the chart.

How To – Place repeated copies of a shape

1. Double click on the Selector tool at the top of the left toolbar.

2. Click on the Box entity on the Shape palette. The Box will be highlighted.

3. Move the pointer to the chart area, and click in the position where you wish to place the first Box. ProcessModel places the Box where you clicked.

4. Move the pointer to another part of the chart, click to reset the tool, and click again. ProcessModel places another Box on the chart.

5. You can place as many Boxes as you wish on your chart by repeating this step. The copying mode for the Box remains activated until you click on another object on the palette or another option on the left toolbar.

6. On the File menu, click Close. Click No when prompted to save the chart.

Replacing Shapes

After a shape has been placed on the layout, it can be exchanged for any other shape. This avoids having to reconnect lines or re-enter data that has been entered previously.

How To – Replace a shapeReplace shape in processmodel

1. Click on the graphic(s) in the layout to be changed.

2. From the Arrange menu, select Replace Shape.

3. From the Replace Shape dialog select a shape from the Share Media tab, from the Shape Library tab by clicking on the Replace button. Alternatively a graphic can be pasted that was previously copied to the clipboard by clicking the Paste from Clipboard button.

No matter what type of graphic (Entity, Resource, Activity, etc.) is used to replace the current shape, the original settings of the shape on the layout will remain unchanged.

Drawing Shapes

In addition to placing predefined shapes into the chart, you can draw your own shapes. You can draw these shapes with the Draw tool:


How To – Draw shapes

1. Click the File menu, and click on New Process.

2. Click on the Draw button processmodel-draw-tool on the Standard Toolbar to activate the Draw Toolbar.

3. Click the Draw tool on the lower toolbar. A menu of shapes appears.

4. Click Ellipse.

5. Move the pointer to the center of the chart.

6. Press and hold the left mouse button, and drag the mouse down and to the right until the ellipse is two inches long and one half inch high.

7. Release the mouse button.

Important information to be aware of Use the tick marks on the ruler as you draw to measure how long the shape is.

8. Click the Draw tool, and then click Circle.

9. Draw a circle so that it fits neatly inside the ellipse.

Important information to be aware of If you need to reposition the circle after drawing it, follow the directions in Chapter 2, Section , Moving Shapes.

Important information to be aware of To resize a shape, see “Stretch or resize a shape” in Chapter 2.1.5.

Moving Shapes

Begin this exercise by drawing the Ellipse and Circle shape as you did in Draw shapes.

How To – Move a shape

1. Click the Selector tool.