Welcome to the Interactive Process Diagram!

To get started and visualize your processes, please load your data.

Recommended method:

  1. Go to Menu > Load from SharePoint in the top-left menu.
  2. This will initiate a download of an XLSX file. Save it to your computer.
  3. In the converter panel that opens, click 'Choose File', select the XLSX file you just downloaded.
  4. Click the 'Convert and Load to Diagram' button.

Alternatively, if you already have a compatible JSON file, you can use Menu > Load JSON.

For more detailed instructions and to learn about all features, check out the Tutorial (available under Menu > Tutorial / Help).

Process Dependencies

Process Details

Click on a process in the diagram to see its details here.

Filters

Load data to see filter options.

XLSX to JSON Converter

Select an XLSX file. Each sheet will be converted. The output JSON will be an object with sheet names as keys.

Important: Ensure column names in your XLSX file match expected keys (e.g., "ID", "Short name", "Process Type"). The converter will attempt to process all sheets.

Generated JSON Preview (first 3 records of first sheet):


    

Simulation Mode

Simulating impact for: N/A ()

Interactive Diagram Tutorial

Introduction

Welcome to the Interactive Process Diagram! This tool helps you visualize, analyze, and understand complex process flows and their dependencies. Use this guide to learn about its features.

Loading Data

There are a few ways to get your process data into the diagram:

The diagram expects specific column headers in your data (e.g., "ID", "Short name", "WD", "Due time", "Dependencies", "Process Type").

Understanding Process Nodes & Diagram Area

Navigating the Diagram

Filtering and Searching

Interacting with Nodes

Editing Dependencies

  1. Go to Menu > Enable Dependency Editing.
  2. Click on a process node to select it.
  3. To add a dependency:
    • A green '+' handle will appear on the right side of the selected node.
    • Click and drag this '+' handle to another process node (the target).
    • When you release the mouse button over the target node, a context menu will appear. Select the type of dependency: "Standard", "Blocking", or "Informational".
  4. To remove a dependency:
    • Red '-' handles will appear on the top-right of nodes that are direct outputs of the selected node.
    • Click the '-' handle on a dependent node to remove that specific link.
  5. Disable editing via Menu > Disable Dependency Editing.

Dependencies are stored in the "Dependencies" field of a process, separated by semicolons (e.g., ID1;ID2_B;ID3_I). Suffixes _B and _I denote Blocking and Informational types, respectively.

Simulation Mode

This mode allows you to see the potential impact of changes without altering your actual data.

  1. Select a process node.
  2. In the "Process Details" panel, click the 'Simulate Impact' button.
  3. The Simulation Panel will open. Choose a simulation type:
    • Remove Process: See what happens if the target process is removed.
    • Shift Process: Change the target process's WD and/or Due Time to see effects.
    • Add Process (Simulate): Define a new process (ID, WD, Time, Dependencies) to see how its addition would affect the flow around the initially selected process.
  4. Click 'Run Simulation'. The diagram will update to show:
    • The target node (removed, shifted, or newly added).
    • Affected dependent nodes (e.g., those losing an input, potentially delayed outputs, or inputs with timing conflicts).
    • A summary of impacts will be listed in the panel.
  5. Click 'Update Simulation' to try different parameters, or 'End Simulation' to return to normal view. You can also 'Export Simulation Report'.

Presentation Mode

Click the 'Presentation' button for a clean, full-screen view ideal for showcasing the diagram. Most UI controls are hidden. Click 'Presentation' again to exit.

View Configurations

Common Errors & Tips

Standard
Blocking (_B)
Informational (_I)