Importing a Process from Excel
HOPEX Business Process Analysis allows to import processes with an Excel template.
This feature simplifies data integration by allowing you to:
• Download a preformatted Excel template
• Fill it in with your own data
• Upload it to HOPEX to complete the import
See Data Exchange with Excel for more details about import and export of objects using Excel. Downloading the Excel Template
To download the Excel template dedicated to process import in HOPEX:
1. Go to the Excel Template download section.
2. Download the Process Template.
Structure of the Excel Template
The Process Template is organized into several tabs, each serving a specific function:
• The Process Map and Process Category tabs are used to define the process hierarchy.
See Process Hierarchy.• The Process tab is used to define processes.
• The _SAMPLE tabs provide examples that describe processes, process categories, and process maps.
Process Map Tab
Each row represents a process map, identified by the Process Map Name column.
|
Column
|
Description
|
|---|---|
|
Process Map Name
|
Name of the Process Map
|
|
Description
|
Process Map description
|
|
Process Category
|
Process categories included in the Process Map
|
Process Category Tab
Each row represents a process category, identified by the Process Category Name column.
|
Column
|
Description
|
|---|---|
|
Process Category Name
|
Name of the Process Category
|
|
Description
|
Process Category description
|
|
Process Category Owner
|
Owner of the Process Category
|
|
Process Category (Sub Process Category)
|
Name of the Sub-Process Categories associated with this Process Category
|
Process Tab
All processes to be imported must be defined in the Process tab.
Each row represents a component of a process, whose name is specified in the Process Name column.
|
Column
|
Description
|
|---|---|
|
process
|
HOPEXOwner process identifier
|
|
Process Name
|
Owner process Name
|
|
What
|
Described component Name
|
|
Type
|
Described component type (Operation, Event or Gateway)
|
|
Event Nature
|
Nature of component whose Type is Event.
For more details on an event nature, see Event natures.
|
|
Who
|
Name of the Org-Unit associated to the participant executing the described component.
For more details on participants(Org-Unit), see Creating a Participant (Org-Unit ).
|
|
Application Used
|
Application linked to an operation of the process
|
|
Comment
|
Comment on the described component
|
|
Previous Item
|
Name of the component preceding the described component
|
|
Previous Item Type
|
Type of the component preceding the described component(Operation, Event or Gateway).
|
|
Sequence Label
|
Predicate of the sequence flow between the component preceding the described component and the described component itself.
For more details, see Defining a Condition on a Sequence Flow.
|
|
Sequence Type
|
Specifies a condition on a sequence flow. Possible values are: conditioned and default.
For more details, see Defining a Condition on a Sequence Flow.
|
|
Process Category
|
Nom de la catégorie de processus à laquelle le processus décrit appartient
|