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Scope

An business process flow (BPF) is defined.

Role

LOB expert

User interface

BPC admin UI (HTML5)

Back to the administration, we now create a process template. First we assign name and description. Then we specify ‘calendar year’ as identity dimension (00:47) to get year-specific process instances later on. Finally we pick user EA262A-00 as the one to monitor the process progress (01:04). With that we have defined the process header and continue to define the process steps, called activities (01:19). The first step called ‘start planning process’ is supposed to split the activities along the ‘country’ dimension, which is why it is picked as driving dimension. However we only plan for country ‘AB’ here, hence expecting one activity only. The owner assigned to the country shall perform the activity. Next we collect resources required to process this activity in the corresponding workspace (02.08), The first step is supposed to initiate the planning process (for year 2014, version B01) by setting the work-status appropriately. The second step (04:27) is about initial copying actuals into our plan data. The activity settings are as in step one, except the workspace. Here we use an Analysis Office workbook which was designed earlier and offers a button to execute the planning function. The integration of Analysis Office is new to the BPC ‘unified’ model and is not available in BPC ‘classic’. The next activity modelled (06:44) is about manual adjustment of the plan data. Again the settings of the activity are as previous, except the workspace. This time we pick the input form we created earlier. Other than for the other activities do we now need reviewing of the manual input by the reviewer assigned to the country (08:50).

After the process template was saved, we can deploy it (09:13) as prerequisite to create process instances based on it (09:25). For the new process instance we are prompted first for the three activities created based on our template. Then we define user EA262A-00 as the one who finally is allowed to set the process on completed. We also have to select the year the process instance applies to according to the identity dimension we set earlier for the process template. Finally we could overwrite the performers and reviewers of the activities derived out of the driving dimension (10:06) and trigger the process.

When we now check ‘My Activities’ (10:32), we find a new entry which corresponds to the instance we just created and in the process monitor (10:40) can we even check the status of each activity: The first activity is currently active (‘open’) while the others are pending for their predecessors to complete.



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