Install the Sample project > Practice exercises > Create a process and process chart

Create a process and process chart

The goal of this exercise is to create a process that will visually represent the life cycle of an order processed by the Adventure Works Cycles company.


Note See the Kofax Insight Studio Help for more information on the description of the chart.
Based on this process, you will create a process chart. Do the following:

  1. Create a process.
  2. Load data for the process.
  3. Create a process chart.

Create a process

  1. On the Documents Tree, right-click Processes and select New Process. Name the process Order Process and click OK.
  2. On the canvas of the process editor, right-click and select Generate steps.
  3. On the Define process step screen, add the source record by clicking the ellipsis icon. Select the Sales Order Extended record.
  4. For the Time field, select the following fields and click OK:
    • OrderReceive
    • PaymentCollected
    • DataEntered
    • GoodsAccepted
    • GoodsRejected
    • GoodsShipped
    • OrderRejected
    • Restock
    • StockChecked
    • StockPacked

  5. Map the SalesOrderID (drag from left to the right).

  6. Select SalesOrderID on the left and select the New record is linked to a process by that field check box.
    This field is now mapped from right to left.
    Note If the connection is bi-directional, Insight tries to find an existing process instance with the given identifier. If such an instance is not found, the new process instance is created and the value of the record field is set as the identifier.
  7. Click OK.
    All the new steps are generated. The numbers inside the boxes are step IDs that are assigned automatically and cannot be changed.

  8. Now you need to specify the starting and finishing steps for the process.
    1. For OrderReceive in the Property Panel, select Is start step.
    2. For GoodsRejected, Restock, and PaymentCollected, in the Property Panel select Is finish step.
  9. Re-order the boxes on the canvas as shown below and link the steps by dragging the cursor from the green circle of one step to the similar circle of the other step.

    This is the process that shows the life cycle of an order. However, the order may follow its path in another order and in this case the order is counted as "Violated," which means breaking the preset order.
  10. Save the process.

Load data

Now you need to load the data. For this purpose, create an execution plan.

  1. On the Documents Tree, right-click Execution Plans and select New Execution Plan. Name it Load process data and click OK.
  2. Note Our process is built on the on-demand record, which means no record data is present in the Data DB. To proceed, you need to upload the record to a temporary table and then upload the process.
    In the plan editor, click the plus sign and select Add Record group.
  3. Select the Sales Order Extended record.
  4. Click the plus sign again and select Add Process group.
  5. Select the process created above.
  6. Save the execution plan and click Data load.
  7. In the time editor, select Beginning of times (1/1/1900 12:00 AM) and Future (1/1/3000 12:00 AM).
  8. Click Load data. While the plan is running, the status of each step is displayed in the Log management pane. Wait for the plan to finish successfully.

Create a process chart

  1. Create a new View and name it Process chart.
  2. Drag a process chart to the canvas.
  3. Configure the wizard.
    1. On the Data tab, select the Order process.
    2. On the Time tab, select Fixed time window and set it from 1/1/1900 12:00 AM to 1/1/3000 12:00 AM.
    3. Click OK.
  4. Save the View and open it in the Preview/Viewer.
Completing this exercise, you are now able to set up a visual process that a business unit normally undergoes during the business cycle (for example, an order) . Then, based on this process, you can create a chart that shows the overview of how the orders are distributed between the process milestones and if they follow the process precisely.
Note In Insight, such units are called process instances.