Microsoft Visio

Fuad isam yaseen 200810106

Ala azmi hammad 200810973

Introduction

Microsoftreg Office Visioreg 2003 provides templates shapes and drawing tools you can use to create effective business and technical diagrams Using Visio Standard you can analyze business processes schedule projects visualize thought processes and chart your organization Using Visio Professional you can do all of those things as well as visualize your network infrastructures floor plans facilities equipment electrical circuits software systems and database structures

Working in a familiar Microsoft environment you can also import data to create diagrams export data from diagrams store data with

diagrams generate reports from stored data and incorporate diagrams into Microsoft Office files

Visio diagrams for all of your business and technical needs

Unlike many bundled programs that provide limited drawing capabilities Visio provides a dedicated familiar Microsoft drawing environment complete with a broad range of templates shapes and sophisticated (متطور) tools designed to make creating a wide variety of business and technical diagrams easy The sample diagrams on the following pages represent just a few of the many types of diagrams you can create using Visio Standard 2003 and Visio Professional 2003

Diagram Gallery

Flowcharts Accountants can use flowcharts to

describe fiscal management money management and financial inventory processes

Hiring managers can use product development flowcharts to highlight the important decisions new employees need to be prepared for

Insurance companies can use flowcharts to document risk-assessment processes

Cross-functional Flowcharts

TQM personnel can use cross-functional flowcharts to understand how processes work and which departments are involved

Executive assistants can use cross-functional flowcharts to describe processes to executives and suggest improvements

Project managers can use cross-functional flowcharts to determine the effects of projects across organizations

Organization Charts Project managers can use

organization charts to show team structures and task allocations when developing project schedules

Managers can use organization charts to visualize how to restructure their departments or to estimate staffing needs

Human resources professionals can create organization charts and post them on a companyrsquos intranet

Block Diagrams Software programmers can use

block diagrams to communicate

ideas and complex concepts

Project managers can create

conceptual block diagrams that

illustrate how project tasks fit

together

Sales and marketing professionals

can include block diagrams in their

presentations proposals and

reports

Office Layouts Space planning consultants can

use office layouts to make

recommendations to clients

Operations departments can use

office layouts to track asset

inventories

Interior designers can use office

layouts to determine the best

ergonomic layout for an office

Marketing Charts and Diagrams

CFOs can use marketing charts to describe company finances in annual reports

Newspaper and magazine professionals can use diagrams sometimes called infographics to illustrate statistical data

Marketing professionals can use charts to display data more effectively than in text form

Directional Maps Traffic officers can use directional

maps to evaluate traffic patterns Event planners can use directional

maps to provide directions to employees for company events

Sales managers can use directional maps to provide clients with directions to trade shows

Calendars Administrators can use calendars to

keep track of employee holidays Project managers can incorporate

calendars into project management documents to help team members visualize project schedules

Event planners can use calendars to schedule and track events throughout the year

Timelines Project managers can use timelines

to represent project durations and milestones

Supervisors can use timelines to make sure team members understand their deadlines

Documentation specialists can use timelines to track process-completion dates

Brainstorming Diagrams Project managers can use

brainstorming diagrams in team

meetings to analyze and solve

process problems or identify new

product ideas

Writers can visually organize their

ideas with brainstorming diagrams

Project team members can use

brainstorming diagrams to generate

action items

Web Diagrams Intranet site managers can use

Web diagrams as visual aids in

eorganizing departmental intranet sites

Web developers can use maps of their sites to help them inventory files pictures data and other content

Web designers can incorporate Web diagrams into presentations for company meetings

Logical Network Diagrams Network managers can create

logical network diagrams to show high-level views of their networks

IT professionals can use logical network diagrams to determine how geographic locations are interconnected

IT engineers can identify obstacles or backlogs in their network flows

Physical Network Diagrams

Facilities managers can incorporate physical network diagrams into plans for disaster recovery and documents about company assets

Network managers can use physical network diagrams to show the distribution of products throughout their organizations

Employees can refer to physical network diagrams to find printers copy machines and other devices

Floor Plans Architects can use floor plans in

brainstorming sessions to quickly show various layout options

General contractors can use floor plans to configure the best wiring plans for buildings

Facilities managers can annotate proposed floor plans and then return them to the architect for review

Site Plans Facilities managers can use site

plans to design parking lot configurations

Space planners can incorporate site plans into relocation proposals

Contractors and site designers can use site plans to see how buildings fit their surroundings

Process Engineering Diagrams

Process engineers can create process flow diagrams to show piping plans for petroleum plants

Plant operators can use PampIDs to document changes to existing facilities such as boiler systems

Controls operators can use piping diagrams to show how logic diagrams relate to physical pipe plans

Mechanical Engineering Diagrams

Mechanical engineers can diagram hydraulic systems fluid power assemblies and valves

Engineering teams can share and comment on design concepts

Engineers can use 2-D mechanical engineering diagrams with 3-D design systems

Electrical Engineering Diagrams

Electrical engineers can create blueprints schematics and wiring diagrams

Control engineers can use electrical engineering diagrams to design complex industrial control components and systems

Telecommunication engineers can use telecommunications diagrams to share component and service design ideas

Software Diagrams Software engineers can create code

structure diagrams and then test and revise the diagrams during the development process

User interface designers can use software diagrams to create prototypes of dialog boxes menus toolbars and wizards

Usability engineers can use software diagrams to test user interaction with proposed software

Database Model Diagrams Technical support personnel can

use database model diagrams to see and troubleshoot database schemas

Software engineers can design and revise database model diagrams after they brainstorm with colleagues

Trainers can use database model diagrams to show students database structures

Design and manage your networks with network diagrams

1 Start Visio Professional In the Choose Drawing Type window under Category click Network

2 Under Template click Detailed Network Diagram

3 From Network and Peripherals drag an Ethernet or Ring network backbone shape onto the drawing page

4 From the stencils in the Shapes window drag server workstation and other component shapes onto the drawing page and position them around the network backbone shape

5 Select the network backbone shape and then drag a control handle ( ) to a connection point ( ) on one of the surrounding shapes

6 Continue connecting other shapes to the network backbone7 Hide any unnecessary connectors on the network backbone

shape by dragging the corresponding control handle on top of the shape

8 To change the color scheme of your network diagram right-click the drawing page and then click Color Schemes on the shortcut menu Choose a color and then click OK

9 To add text to a network shape select the shape and then type

Prototyping using visio

What is a prototype A model of the final product A way to see what something will be like before it is built A vehicle for exploration A way to validate ideas in a low-risk environment before making a final decision A proof of concept A way to test specific aspects of a design problem A method of communication A way to develop and maintain an understanding of the end result with the development team

Why prototype

Explore - Create a strong design by iterating through ideas rapidly Communicate - Demonstrate progress against time lines in tangible format Collaborate - Enhance collaboration with other teams through clear understanding and a shared vocabulary Validate - Test a design in early stages when changes can be made easily

Prototyping goals

1 Can users work effectively with the interface Visual or information design issues - Can the user find and understand the information on the screen Navigation issues - Does the user understand the meaning of each control - Can they find the controls or information needed to complete their task Efficiency issues - Can the user work quickly enough to meet usability goal

2 Demonstrate the user interface

Communicate the design to developers marketing

management or customers

Walk through proposed navigation design

Match screens and controls to use cases

Demo proposed functionality to internal or external

groups

Lets playhellip

Open visio softwarehelliphellip

Basic Flowchart

Step 1 To open a new Visio drawing go to the Start Menu and select Programs1048774 Visio (Figure 1)

Step 2 Move your cursor over ldquoBusiness Processrdquo and select ldquoBasic Flowchartrdquo

Navigating in Visio

Letrsquos take a few moments to get familiar with the Visio interface (Figure 2)

A the toolbars across the top of the screen are similar to other Microsoft programs such as Word and PowerPoint If you have used these programs before you may notice a few different functionalities which we will explore later

Selecting Help1048774Diagram Gallery is a good way to become familiar with the types of drawings and diagrams that can be created in Visio

B the left side of the screen shows the menus specific to the type of diagram you are creating In this case we see

ndash 1048774 Arrow Shapes ndash 1048774 Backgrounds ndash 1048774 Basic Flowchart Shapes ndash 1048774 Borders and Titles

C the center of the screen shows the diagram workspace which includes the actual diagram page as well as some blank space adjacent to the page

D the right side of the screen shows some help functions Some people may choose to close this window to increase the area for diagram workspace and re-open the help functions when necessary

Step 1 Select a shape from the Shapes menu and drag it to the workspace

Step 2 On the toolbar click the connector tool (Figure 3) The connector tool

will appear highlighted and will remain active until it is deselected

Step 3 With the first shape still selected drag a second shape to the workspace The shapes are connected automatically when the connector tool is turned on

Step 4 Continue adding shapes until you have enough to include all of the

steps in the business process being outlined The example on the next page illustrates a ten step process (figure 4)

Step 5 Shapes can be resized or moved and the connectors will remain intact

At this point your diagram should look something like the following example (figure 4)

Adding text to a diagram and formatting the text

Step 1 Double click on a shape to enter text There is no need to create

a text box (as required with Microsoft Word or PowerPoint shapes) Visio does this automatically for you (Figure 5) (Visio does still support the creation of text boxes outside of shapes)

Step 2 The default format for text in Visio is Arial 8-point font The most efficient way to format is to enter all of the text then format all of the shapes at once

To do this click on one of the shapes to select it Hold down the Shift key and click on the other shapes you wish to format (Figure 6)

Figure 5

Figure 6

Step 3 With the text selected (Figure 7-B) choose the font style and size

you would like to use from the tool bar (Figure7-A)

7-A 7-B

Adding shapes to a formatted diagram

If you realize that you forgot a step in your diagram Visio provides a fairly simple

solution to this problem Simply select another shape drag it to the diagram and

ndash pause over the connector where you would like to insert the shape When the

scissors icon appears (figure 8) drop the shape enter the text and format it to

match your diagram

Figure 8

Creating a background

Visio provides several standard backgrounds which you can add to your diagram

Step 1 From the menu on the left side of the screen click on ldquoBackgroundsrdquo (Figure 9A)

ndash Step 2 Click on a design drag it over your drawing and drop it You will notice that Visio has added a tab at the bottom of the drawing One tab

is labeled ldquoPage-1rdquo and the second is labeled ldquoVBackgroundrdquo (Figure 9B) For the most part you will be working with Page-1 but you always have the option to

add content to the background page as well The important thing to remember is

that whichever page you add content to is the page you need to do your editing on

Modifying the color scheme

The most efficient way to add color to your drawing is to use the color scheme

functionality which will change your shapes background and text all at once

Step 1 Right-click on your workspace and select ldquoColor Schemesrdquo (Figure 10)

Step 2 The color scheme menu will open select a scheme from the menu and click apply Preview different color schemes then select ldquoOKrdquo when you find one you like (Figure 11)

Figure 10

Figure 11

Step 3 Sometimes you need to change the color of one or two shapes for impact To do this select the shape you wish to change (Figure 12A) then click on the paint bucket tool located in the formatting toolbar Select a color by clicking on it and only the shape you selected will change

Introduction

Microsoftreg Office Visioreg 2003 provides templates shapes and drawing tools you can use to create effective business and technical diagrams Using Visio Standard you can analyze business processes schedule projects visualize thought processes and chart your organization Using Visio Professional you can do all of those things as well as visualize your network infrastructures floor plans facilities equipment electrical circuits software systems and database structures

Working in a familiar Microsoft environment you can also import data to create diagrams export data from diagrams store data with

diagrams generate reports from stored data and incorporate diagrams into Microsoft Office files

Visio diagrams for all of your business and technical needs

Unlike many bundled programs that provide limited drawing capabilities Visio provides a dedicated familiar Microsoft drawing environment complete with a broad range of templates shapes and sophisticated (متطور) tools designed to make creating a wide variety of business and technical diagrams easy The sample diagrams on the following pages represent just a few of the many types of diagrams you can create using Visio Standard 2003 and Visio Professional 2003

Diagram Gallery

Flowcharts Accountants can use flowcharts to

describe fiscal management money management and financial inventory processes

Hiring managers can use product development flowcharts to highlight the important decisions new employees need to be prepared for

Insurance companies can use flowcharts to document risk-assessment processes

Cross-functional Flowcharts

TQM personnel can use cross-functional flowcharts to understand how processes work and which departments are involved

Executive assistants can use cross-functional flowcharts to describe processes to executives and suggest improvements

Project managers can use cross-functional flowcharts to determine the effects of projects across organizations

Organization Charts Project managers can use

organization charts to show team structures and task allocations when developing project schedules

Managers can use organization charts to visualize how to restructure their departments or to estimate staffing needs

Human resources professionals can create organization charts and post them on a companyrsquos intranet

Block Diagrams Software programmers can use

block diagrams to communicate

ideas and complex concepts

Project managers can create

conceptual block diagrams that

illustrate how project tasks fit

together

Sales and marketing professionals

can include block diagrams in their

presentations proposals and

reports

Office Layouts Space planning consultants can

use office layouts to make

recommendations to clients

Operations departments can use

office layouts to track asset

inventories

Interior designers can use office

layouts to determine the best

ergonomic layout for an office

Marketing Charts and Diagrams

CFOs can use marketing charts to describe company finances in annual reports

Newspaper and magazine professionals can use diagrams sometimes called infographics to illustrate statistical data

Marketing professionals can use charts to display data more effectively than in text form

Directional Maps Traffic officers can use directional

maps to evaluate traffic patterns Event planners can use directional

maps to provide directions to employees for company events

Sales managers can use directional maps to provide clients with directions to trade shows

Calendars Administrators can use calendars to

keep track of employee holidays Project managers can incorporate

calendars into project management documents to help team members visualize project schedules

Event planners can use calendars to schedule and track events throughout the year

Timelines Project managers can use timelines

to represent project durations and milestones

Supervisors can use timelines to make sure team members understand their deadlines

Documentation specialists can use timelines to track process-completion dates

Brainstorming Diagrams Project managers can use

brainstorming diagrams in team

meetings to analyze and solve

process problems or identify new

product ideas

Writers can visually organize their

ideas with brainstorming diagrams

Project team members can use

brainstorming diagrams to generate

action items

Web Diagrams Intranet site managers can use

Web diagrams as visual aids in

eorganizing departmental intranet sites

Web developers can use maps of their sites to help them inventory files pictures data and other content

Web designers can incorporate Web diagrams into presentations for company meetings

Logical Network Diagrams Network managers can create

logical network diagrams to show high-level views of their networks

IT professionals can use logical network diagrams to determine how geographic locations are interconnected

IT engineers can identify obstacles or backlogs in their network flows

Physical Network Diagrams

Facilities managers can incorporate physical network diagrams into plans for disaster recovery and documents about company assets

Network managers can use physical network diagrams to show the distribution of products throughout their organizations

Employees can refer to physical network diagrams to find printers copy machines and other devices

Floor Plans Architects can use floor plans in

brainstorming sessions to quickly show various layout options

General contractors can use floor plans to configure the best wiring plans for buildings

Facilities managers can annotate proposed floor plans and then return them to the architect for review

Site Plans Facilities managers can use site

plans to design parking lot configurations

Space planners can incorporate site plans into relocation proposals

Contractors and site designers can use site plans to see how buildings fit their surroundings

Process Engineering Diagrams

Process engineers can create process flow diagrams to show piping plans for petroleum plants

Plant operators can use PampIDs to document changes to existing facilities such as boiler systems

Controls operators can use piping diagrams to show how logic diagrams relate to physical pipe plans

Mechanical Engineering Diagrams

Mechanical engineers can diagram hydraulic systems fluid power assemblies and valves

Engineering teams can share and comment on design concepts

Engineers can use 2-D mechanical engineering diagrams with 3-D design systems

Electrical Engineering Diagrams

Electrical engineers can create blueprints schematics and wiring diagrams

Control engineers can use electrical engineering diagrams to design complex industrial control components and systems

Telecommunication engineers can use telecommunications diagrams to share component and service design ideas

Software Diagrams Software engineers can create code

structure diagrams and then test and revise the diagrams during the development process

User interface designers can use software diagrams to create prototypes of dialog boxes menus toolbars and wizards

Usability engineers can use software diagrams to test user interaction with proposed software

Database Model Diagrams Technical support personnel can

use database model diagrams to see and troubleshoot database schemas

Software engineers can design and revise database model diagrams after they brainstorm with colleagues

Trainers can use database model diagrams to show students database structures

Design and manage your networks with network diagrams

1 Start Visio Professional In the Choose Drawing Type window under Category click Network

2 Under Template click Detailed Network Diagram

3 From Network and Peripherals drag an Ethernet or Ring network backbone shape onto the drawing page

4 From the stencils in the Shapes window drag server workstation and other component shapes onto the drawing page and position them around the network backbone shape

5 Select the network backbone shape and then drag a control handle ( ) to a connection point ( ) on one of the surrounding shapes

6 Continue connecting other shapes to the network backbone7 Hide any unnecessary connectors on the network backbone

shape by dragging the corresponding control handle on top of the shape

8 To change the color scheme of your network diagram right-click the drawing page and then click Color Schemes on the shortcut menu Choose a color and then click OK

9 To add text to a network shape select the shape and then type

Prototyping using visio

What is a prototype A model of the final product A way to see what something will be like before it is built A vehicle for exploration A way to validate ideas in a low-risk environment before making a final decision A proof of concept A way to test specific aspects of a design problem A method of communication A way to develop and maintain an understanding of the end result with the development team

Why prototype

Explore - Create a strong design by iterating through ideas rapidly Communicate - Demonstrate progress against time lines in tangible format Collaborate - Enhance collaboration with other teams through clear understanding and a shared vocabulary Validate - Test a design in early stages when changes can be made easily

Prototyping goals

1 Can users work effectively with the interface Visual or information design issues - Can the user find and understand the information on the screen Navigation issues - Does the user understand the meaning of each control - Can they find the controls or information needed to complete their task Efficiency issues - Can the user work quickly enough to meet usability goal

2 Demonstrate the user interface

Communicate the design to developers marketing

management or customers

Walk through proposed navigation design

Match screens and controls to use cases

Demo proposed functionality to internal or external

groups

Lets playhellip

Open visio softwarehelliphellip

Basic Flowchart

Step 1 To open a new Visio drawing go to the Start Menu and select Programs1048774 Visio (Figure 1)

Step 2 Move your cursor over ldquoBusiness Processrdquo and select ldquoBasic Flowchartrdquo

Navigating in Visio

Letrsquos take a few moments to get familiar with the Visio interface (Figure 2)

A the toolbars across the top of the screen are similar to other Microsoft programs such as Word and PowerPoint If you have used these programs before you may notice a few different functionalities which we will explore later

Selecting Help1048774Diagram Gallery is a good way to become familiar with the types of drawings and diagrams that can be created in Visio

B the left side of the screen shows the menus specific to the type of diagram you are creating In this case we see

ndash 1048774 Arrow Shapes ndash 1048774 Backgrounds ndash 1048774 Basic Flowchart Shapes ndash 1048774 Borders and Titles

C the center of the screen shows the diagram workspace which includes the actual diagram page as well as some blank space adjacent to the page

D the right side of the screen shows some help functions Some people may choose to close this window to increase the area for diagram workspace and re-open the help functions when necessary

Step 1 Select a shape from the Shapes menu and drag it to the workspace

Step 2 On the toolbar click the connector tool (Figure 3) The connector tool

will appear highlighted and will remain active until it is deselected

Step 3 With the first shape still selected drag a second shape to the workspace The shapes are connected automatically when the connector tool is turned on

Step 4 Continue adding shapes until you have enough to include all of the

steps in the business process being outlined The example on the next page illustrates a ten step process (figure 4)

Step 5 Shapes can be resized or moved and the connectors will remain intact

At this point your diagram should look something like the following example (figure 4)

Adding text to a diagram and formatting the text

Step 1 Double click on a shape to enter text There is no need to create

a text box (as required with Microsoft Word or PowerPoint shapes) Visio does this automatically for you (Figure 5) (Visio does still support the creation of text boxes outside of shapes)

Step 2 The default format for text in Visio is Arial 8-point font The most efficient way to format is to enter all of the text then format all of the shapes at once

To do this click on one of the shapes to select it Hold down the Shift key and click on the other shapes you wish to format (Figure 6)

Figure 5

Figure 6

Step 3 With the text selected (Figure 7-B) choose the font style and size

you would like to use from the tool bar (Figure7-A)

7-A 7-B

Adding shapes to a formatted diagram

If you realize that you forgot a step in your diagram Visio provides a fairly simple

solution to this problem Simply select another shape drag it to the diagram and

ndash pause over the connector where you would like to insert the shape When the

scissors icon appears (figure 8) drop the shape enter the text and format it to

match your diagram

Figure 8

Creating a background

Visio provides several standard backgrounds which you can add to your diagram

Step 1 From the menu on the left side of the screen click on ldquoBackgroundsrdquo (Figure 9A)

ndash Step 2 Click on a design drag it over your drawing and drop it You will notice that Visio has added a tab at the bottom of the drawing One tab

is labeled ldquoPage-1rdquo and the second is labeled ldquoVBackgroundrdquo (Figure 9B) For the most part you will be working with Page-1 but you always have the option to

add content to the background page as well The important thing to remember is

that whichever page you add content to is the page you need to do your editing on

Modifying the color scheme

The most efficient way to add color to your drawing is to use the color scheme

functionality which will change your shapes background and text all at once

Step 1 Right-click on your workspace and select ldquoColor Schemesrdquo (Figure 10)

Step 2 The color scheme menu will open select a scheme from the menu and click apply Preview different color schemes then select ldquoOKrdquo when you find one you like (Figure 11)

Figure 10

Figure 11

Step 3 Sometimes you need to change the color of one or two shapes for impact To do this select the shape you wish to change (Figure 12A) then click on the paint bucket tool located in the formatting toolbar Select a color by clicking on it and only the shape you selected will change

Visio diagrams for all of your business and technical needs

Unlike many bundled programs that provide limited drawing capabilities Visio provides a dedicated familiar Microsoft drawing environment complete with a broad range of templates shapes and sophisticated (متطور) tools designed to make creating a wide variety of business and technical diagrams easy The sample diagrams on the following pages represent just a few of the many types of diagrams you can create using Visio Standard 2003 and Visio Professional 2003

Diagram Gallery

Flowcharts Accountants can use flowcharts to

describe fiscal management money management and financial inventory processes

Hiring managers can use product development flowcharts to highlight the important decisions new employees need to be prepared for

Insurance companies can use flowcharts to document risk-assessment processes

Cross-functional Flowcharts

TQM personnel can use cross-functional flowcharts to understand how processes work and which departments are involved

Executive assistants can use cross-functional flowcharts to describe processes to executives and suggest improvements

Project managers can use cross-functional flowcharts to determine the effects of projects across organizations

Organization Charts Project managers can use

organization charts to show team structures and task allocations when developing project schedules

Managers can use organization charts to visualize how to restructure their departments or to estimate staffing needs

Human resources professionals can create organization charts and post them on a companyrsquos intranet

Block Diagrams Software programmers can use

block diagrams to communicate

ideas and complex concepts

Project managers can create

conceptual block diagrams that

illustrate how project tasks fit

together

Sales and marketing professionals

can include block diagrams in their

presentations proposals and

reports

Office Layouts Space planning consultants can

use office layouts to make

recommendations to clients

Operations departments can use

office layouts to track asset

inventories

Interior designers can use office

layouts to determine the best

ergonomic layout for an office

Marketing Charts and Diagrams

CFOs can use marketing charts to describe company finances in annual reports

Newspaper and magazine professionals can use diagrams sometimes called infographics to illustrate statistical data

Marketing professionals can use charts to display data more effectively than in text form

Directional Maps Traffic officers can use directional

maps to evaluate traffic patterns Event planners can use directional

maps to provide directions to employees for company events

Sales managers can use directional maps to provide clients with directions to trade shows

Calendars Administrators can use calendars to

keep track of employee holidays Project managers can incorporate

calendars into project management documents to help team members visualize project schedules

Event planners can use calendars to schedule and track events throughout the year

Timelines Project managers can use timelines

to represent project durations and milestones

Supervisors can use timelines to make sure team members understand their deadlines

Documentation specialists can use timelines to track process-completion dates

Brainstorming Diagrams Project managers can use

brainstorming diagrams in team

meetings to analyze and solve

process problems or identify new

product ideas

Writers can visually organize their

ideas with brainstorming diagrams

Project team members can use

brainstorming diagrams to generate

action items

Web Diagrams Intranet site managers can use

Web diagrams as visual aids in

eorganizing departmental intranet sites

Web developers can use maps of their sites to help them inventory files pictures data and other content

Web designers can incorporate Web diagrams into presentations for company meetings

Logical Network Diagrams Network managers can create

logical network diagrams to show high-level views of their networks

IT professionals can use logical network diagrams to determine how geographic locations are interconnected

IT engineers can identify obstacles or backlogs in their network flows

Physical Network Diagrams

Facilities managers can incorporate physical network diagrams into plans for disaster recovery and documents about company assets

Network managers can use physical network diagrams to show the distribution of products throughout their organizations

Employees can refer to physical network diagrams to find printers copy machines and other devices

Floor Plans Architects can use floor plans in

brainstorming sessions to quickly show various layout options

General contractors can use floor plans to configure the best wiring plans for buildings

Facilities managers can annotate proposed floor plans and then return them to the architect for review

Site Plans Facilities managers can use site

plans to design parking lot configurations

Space planners can incorporate site plans into relocation proposals

Contractors and site designers can use site plans to see how buildings fit their surroundings

Process Engineering Diagrams

Process engineers can create process flow diagrams to show piping plans for petroleum plants

Plant operators can use PampIDs to document changes to existing facilities such as boiler systems

Controls operators can use piping diagrams to show how logic diagrams relate to physical pipe plans

Mechanical Engineering Diagrams

Mechanical engineers can diagram hydraulic systems fluid power assemblies and valves

Engineering teams can share and comment on design concepts

Engineers can use 2-D mechanical engineering diagrams with 3-D design systems

Electrical Engineering Diagrams

Electrical engineers can create blueprints schematics and wiring diagrams

Control engineers can use electrical engineering diagrams to design complex industrial control components and systems

Telecommunication engineers can use telecommunications diagrams to share component and service design ideas

Software Diagrams Software engineers can create code

structure diagrams and then test and revise the diagrams during the development process

User interface designers can use software diagrams to create prototypes of dialog boxes menus toolbars and wizards

Usability engineers can use software diagrams to test user interaction with proposed software

Database Model Diagrams Technical support personnel can

use database model diagrams to see and troubleshoot database schemas

Software engineers can design and revise database model diagrams after they brainstorm with colleagues

Trainers can use database model diagrams to show students database structures

Design and manage your networks with network diagrams

1 Start Visio Professional In the Choose Drawing Type window under Category click Network

2 Under Template click Detailed Network Diagram

3 From Network and Peripherals drag an Ethernet or Ring network backbone shape onto the drawing page

4 From the stencils in the Shapes window drag server workstation and other component shapes onto the drawing page and position them around the network backbone shape

5 Select the network backbone shape and then drag a control handle ( ) to a connection point ( ) on one of the surrounding shapes

6 Continue connecting other shapes to the network backbone7 Hide any unnecessary connectors on the network backbone

shape by dragging the corresponding control handle on top of the shape

8 To change the color scheme of your network diagram right-click the drawing page and then click Color Schemes on the shortcut menu Choose a color and then click OK

9 To add text to a network shape select the shape and then type

Prototyping using visio

What is a prototype A model of the final product A way to see what something will be like before it is built A vehicle for exploration A way to validate ideas in a low-risk environment before making a final decision A proof of concept A way to test specific aspects of a design problem A method of communication A way to develop and maintain an understanding of the end result with the development team

Why prototype

Explore - Create a strong design by iterating through ideas rapidly Communicate - Demonstrate progress against time lines in tangible format Collaborate - Enhance collaboration with other teams through clear understanding and a shared vocabulary Validate - Test a design in early stages when changes can be made easily

Prototyping goals

1 Can users work effectively with the interface Visual or information design issues - Can the user find and understand the information on the screen Navigation issues - Does the user understand the meaning of each control - Can they find the controls or information needed to complete their task Efficiency issues - Can the user work quickly enough to meet usability goal

2 Demonstrate the user interface

Communicate the design to developers marketing

management or customers

Walk through proposed navigation design

Match screens and controls to use cases

Demo proposed functionality to internal or external

groups

Lets playhellip

Open visio softwarehelliphellip

Basic Flowchart

Step 1 To open a new Visio drawing go to the Start Menu and select Programs1048774 Visio (Figure 1)

Step 2 Move your cursor over ldquoBusiness Processrdquo and select ldquoBasic Flowchartrdquo

Navigating in Visio

Letrsquos take a few moments to get familiar with the Visio interface (Figure 2)

A the toolbars across the top of the screen are similar to other Microsoft programs such as Word and PowerPoint If you have used these programs before you may notice a few different functionalities which we will explore later

Selecting Help1048774Diagram Gallery is a good way to become familiar with the types of drawings and diagrams that can be created in Visio

B the left side of the screen shows the menus specific to the type of diagram you are creating In this case we see

ndash 1048774 Arrow Shapes ndash 1048774 Backgrounds ndash 1048774 Basic Flowchart Shapes ndash 1048774 Borders and Titles

C the center of the screen shows the diagram workspace which includes the actual diagram page as well as some blank space adjacent to the page

D the right side of the screen shows some help functions Some people may choose to close this window to increase the area for diagram workspace and re-open the help functions when necessary

Step 1 Select a shape from the Shapes menu and drag it to the workspace

Step 2 On the toolbar click the connector tool (Figure 3) The connector tool

will appear highlighted and will remain active until it is deselected

Step 3 With the first shape still selected drag a second shape to the workspace The shapes are connected automatically when the connector tool is turned on

Step 4 Continue adding shapes until you have enough to include all of the

steps in the business process being outlined The example on the next page illustrates a ten step process (figure 4)

Step 5 Shapes can be resized or moved and the connectors will remain intact

At this point your diagram should look something like the following example (figure 4)

Adding text to a diagram and formatting the text

Step 1 Double click on a shape to enter text There is no need to create

a text box (as required with Microsoft Word or PowerPoint shapes) Visio does this automatically for you (Figure 5) (Visio does still support the creation of text boxes outside of shapes)

Step 2 The default format for text in Visio is Arial 8-point font The most efficient way to format is to enter all of the text then format all of the shapes at once

To do this click on one of the shapes to select it Hold down the Shift key and click on the other shapes you wish to format (Figure 6)

Figure 5

Figure 6

Step 3 With the text selected (Figure 7-B) choose the font style and size

you would like to use from the tool bar (Figure7-A)

7-A 7-B

Adding shapes to a formatted diagram

If you realize that you forgot a step in your diagram Visio provides a fairly simple

solution to this problem Simply select another shape drag it to the diagram and

ndash pause over the connector where you would like to insert the shape When the

scissors icon appears (figure 8) drop the shape enter the text and format it to

match your diagram

Figure 8

Creating a background

Visio provides several standard backgrounds which you can add to your diagram

Step 1 From the menu on the left side of the screen click on ldquoBackgroundsrdquo (Figure 9A)

ndash Step 2 Click on a design drag it over your drawing and drop it You will notice that Visio has added a tab at the bottom of the drawing One tab

is labeled ldquoPage-1rdquo and the second is labeled ldquoVBackgroundrdquo (Figure 9B) For the most part you will be working with Page-1 but you always have the option to

add content to the background page as well The important thing to remember is

that whichever page you add content to is the page you need to do your editing on

Modifying the color scheme

The most efficient way to add color to your drawing is to use the color scheme

functionality which will change your shapes background and text all at once

Step 1 Right-click on your workspace and select ldquoColor Schemesrdquo (Figure 10)

Step 2 The color scheme menu will open select a scheme from the menu and click apply Preview different color schemes then select ldquoOKrdquo when you find one you like (Figure 11)

Figure 10

Figure 11

Step 3 Sometimes you need to change the color of one or two shapes for impact To do this select the shape you wish to change (Figure 12A) then click on the paint bucket tool located in the formatting toolbar Select a color by clicking on it and only the shape you selected will change

Diagram Gallery

Flowcharts Accountants can use flowcharts to

describe fiscal management money management and financial inventory processes

Hiring managers can use product development flowcharts to highlight the important decisions new employees need to be prepared for

Insurance companies can use flowcharts to document risk-assessment processes

Cross-functional Flowcharts

TQM personnel can use cross-functional flowcharts to understand how processes work and which departments are involved

Executive assistants can use cross-functional flowcharts to describe processes to executives and suggest improvements

Project managers can use cross-functional flowcharts to determine the effects of projects across organizations

Organization Charts Project managers can use

organization charts to show team structures and task allocations when developing project schedules

Managers can use organization charts to visualize how to restructure their departments or to estimate staffing needs

Human resources professionals can create organization charts and post them on a companyrsquos intranet

Block Diagrams Software programmers can use

block diagrams to communicate

ideas and complex concepts

Project managers can create

conceptual block diagrams that

illustrate how project tasks fit

together

Sales and marketing professionals

can include block diagrams in their

presentations proposals and

reports

Office Layouts Space planning consultants can

use office layouts to make

recommendations to clients

Operations departments can use

office layouts to track asset

inventories

Interior designers can use office

layouts to determine the best

ergonomic layout for an office

Marketing Charts and Diagrams

CFOs can use marketing charts to describe company finances in annual reports

Newspaper and magazine professionals can use diagrams sometimes called infographics to illustrate statistical data

Marketing professionals can use charts to display data more effectively than in text form

Directional Maps Traffic officers can use directional

maps to evaluate traffic patterns Event planners can use directional

maps to provide directions to employees for company events

Sales managers can use directional maps to provide clients with directions to trade shows

Calendars Administrators can use calendars to

keep track of employee holidays Project managers can incorporate

calendars into project management documents to help team members visualize project schedules

Event planners can use calendars to schedule and track events throughout the year

Timelines Project managers can use timelines

to represent project durations and milestones

Supervisors can use timelines to make sure team members understand their deadlines

Documentation specialists can use timelines to track process-completion dates

Brainstorming Diagrams Project managers can use

brainstorming diagrams in team

meetings to analyze and solve

process problems or identify new

product ideas

Writers can visually organize their

ideas with brainstorming diagrams

Project team members can use

brainstorming diagrams to generate

action items

Web Diagrams Intranet site managers can use

Web diagrams as visual aids in

eorganizing departmental intranet sites

Web developers can use maps of their sites to help them inventory files pictures data and other content

Web designers can incorporate Web diagrams into presentations for company meetings

Logical Network Diagrams Network managers can create

logical network diagrams to show high-level views of their networks

IT professionals can use logical network diagrams to determine how geographic locations are interconnected

IT engineers can identify obstacles or backlogs in their network flows

Physical Network Diagrams

Facilities managers can incorporate physical network diagrams into plans for disaster recovery and documents about company assets

Network managers can use physical network diagrams to show the distribution of products throughout their organizations

Employees can refer to physical network diagrams to find printers copy machines and other devices

Floor Plans Architects can use floor plans in

brainstorming sessions to quickly show various layout options

General contractors can use floor plans to configure the best wiring plans for buildings

Facilities managers can annotate proposed floor plans and then return them to the architect for review

Site Plans Facilities managers can use site

plans to design parking lot configurations

Space planners can incorporate site plans into relocation proposals

Contractors and site designers can use site plans to see how buildings fit their surroundings

Process Engineering Diagrams

Process engineers can create process flow diagrams to show piping plans for petroleum plants

Plant operators can use PampIDs to document changes to existing facilities such as boiler systems

Controls operators can use piping diagrams to show how logic diagrams relate to physical pipe plans

Mechanical Engineering Diagrams

Mechanical engineers can diagram hydraulic systems fluid power assemblies and valves

Engineering teams can share and comment on design concepts

Engineers can use 2-D mechanical engineering diagrams with 3-D design systems

Electrical Engineering Diagrams

Electrical engineers can create blueprints schematics and wiring diagrams

Control engineers can use electrical engineering diagrams to design complex industrial control components and systems

Telecommunication engineers can use telecommunications diagrams to share component and service design ideas

Software Diagrams Software engineers can create code

structure diagrams and then test and revise the diagrams during the development process

User interface designers can use software diagrams to create prototypes of dialog boxes menus toolbars and wizards

Usability engineers can use software diagrams to test user interaction with proposed software

Database Model Diagrams Technical support personnel can

use database model diagrams to see and troubleshoot database schemas

Software engineers can design and revise database model diagrams after they brainstorm with colleagues

Trainers can use database model diagrams to show students database structures

Design and manage your networks with network diagrams

1 Start Visio Professional In the Choose Drawing Type window under Category click Network

2 Under Template click Detailed Network Diagram

3 From Network and Peripherals drag an Ethernet or Ring network backbone shape onto the drawing page

4 From the stencils in the Shapes window drag server workstation and other component shapes onto the drawing page and position them around the network backbone shape

5 Select the network backbone shape and then drag a control handle ( ) to a connection point ( ) on one of the surrounding shapes

6 Continue connecting other shapes to the network backbone7 Hide any unnecessary connectors on the network backbone

shape by dragging the corresponding control handle on top of the shape

8 To change the color scheme of your network diagram right-click the drawing page and then click Color Schemes on the shortcut menu Choose a color and then click OK

9 To add text to a network shape select the shape and then type

Prototyping using visio

What is a prototype A model of the final product A way to see what something will be like before it is built A vehicle for exploration A way to validate ideas in a low-risk environment before making a final decision A proof of concept A way to test specific aspects of a design problem A method of communication A way to develop and maintain an understanding of the end result with the development team

Why prototype

Explore - Create a strong design by iterating through ideas rapidly Communicate - Demonstrate progress against time lines in tangible format Collaborate - Enhance collaboration with other teams through clear understanding and a shared vocabulary Validate - Test a design in early stages when changes can be made easily

Prototyping goals

1 Can users work effectively with the interface Visual or information design issues - Can the user find and understand the information on the screen Navigation issues - Does the user understand the meaning of each control - Can they find the controls or information needed to complete their task Efficiency issues - Can the user work quickly enough to meet usability goal

2 Demonstrate the user interface

Communicate the design to developers marketing

management or customers

Walk through proposed navigation design

Match screens and controls to use cases

Demo proposed functionality to internal or external

groups

Lets playhellip

Open visio softwarehelliphellip

Basic Flowchart

Step 1 To open a new Visio drawing go to the Start Menu and select Programs1048774 Visio (Figure 1)

Step 2 Move your cursor over ldquoBusiness Processrdquo and select ldquoBasic Flowchartrdquo

Navigating in Visio

Letrsquos take a few moments to get familiar with the Visio interface (Figure 2)

A the toolbars across the top of the screen are similar to other Microsoft programs such as Word and PowerPoint If you have used these programs before you may notice a few different functionalities which we will explore later

Selecting Help1048774Diagram Gallery is a good way to become familiar with the types of drawings and diagrams that can be created in Visio

B the left side of the screen shows the menus specific to the type of diagram you are creating In this case we see

ndash 1048774 Arrow Shapes ndash 1048774 Backgrounds ndash 1048774 Basic Flowchart Shapes ndash 1048774 Borders and Titles

C the center of the screen shows the diagram workspace which includes the actual diagram page as well as some blank space adjacent to the page

D the right side of the screen shows some help functions Some people may choose to close this window to increase the area for diagram workspace and re-open the help functions when necessary

Step 1 Select a shape from the Shapes menu and drag it to the workspace

Step 2 On the toolbar click the connector tool (Figure 3) The connector tool

will appear highlighted and will remain active until it is deselected

Step 3 With the first shape still selected drag a second shape to the workspace The shapes are connected automatically when the connector tool is turned on

Step 4 Continue adding shapes until you have enough to include all of the

steps in the business process being outlined The example on the next page illustrates a ten step process (figure 4)

Step 5 Shapes can be resized or moved and the connectors will remain intact

At this point your diagram should look something like the following example (figure 4)

Adding text to a diagram and formatting the text

Step 1 Double click on a shape to enter text There is no need to create

a text box (as required with Microsoft Word or PowerPoint shapes) Visio does this automatically for you (Figure 5) (Visio does still support the creation of text boxes outside of shapes)

Step 2 The default format for text in Visio is Arial 8-point font The most efficient way to format is to enter all of the text then format all of the shapes at once

To do this click on one of the shapes to select it Hold down the Shift key and click on the other shapes you wish to format (Figure 6)

Figure 5

Figure 6

Step 3 With the text selected (Figure 7-B) choose the font style and size

you would like to use from the tool bar (Figure7-A)

7-A 7-B

Adding shapes to a formatted diagram

If you realize that you forgot a step in your diagram Visio provides a fairly simple

solution to this problem Simply select another shape drag it to the diagram and

ndash pause over the connector where you would like to insert the shape When the

scissors icon appears (figure 8) drop the shape enter the text and format it to

match your diagram

Figure 8

Creating a background

Visio provides several standard backgrounds which you can add to your diagram

Step 1 From the menu on the left side of the screen click on ldquoBackgroundsrdquo (Figure 9A)

ndash Step 2 Click on a design drag it over your drawing and drop it You will notice that Visio has added a tab at the bottom of the drawing One tab

is labeled ldquoPage-1rdquo and the second is labeled ldquoVBackgroundrdquo (Figure 9B) For the most part you will be working with Page-1 but you always have the option to

add content to the background page as well The important thing to remember is

that whichever page you add content to is the page you need to do your editing on

Modifying the color scheme

The most efficient way to add color to your drawing is to use the color scheme

functionality which will change your shapes background and text all at once

Step 1 Right-click on your workspace and select ldquoColor Schemesrdquo (Figure 10)

Step 2 The color scheme menu will open select a scheme from the menu and click apply Preview different color schemes then select ldquoOKrdquo when you find one you like (Figure 11)

Figure 10

Figure 11

Step 3 Sometimes you need to change the color of one or two shapes for impact To do this select the shape you wish to change (Figure 12A) then click on the paint bucket tool located in the formatting toolbar Select a color by clicking on it and only the shape you selected will change

Cross-functional Flowcharts

TQM personnel can use cross-functional flowcharts to understand how processes work and which departments are involved

Executive assistants can use cross-functional flowcharts to describe processes to executives and suggest improvements

Project managers can use cross-functional flowcharts to determine the effects of projects across organizations

Organization Charts Project managers can use

organization charts to show team structures and task allocations when developing project schedules

Managers can use organization charts to visualize how to restructure their departments or to estimate staffing needs

Human resources professionals can create organization charts and post them on a companyrsquos intranet

Block Diagrams Software programmers can use

block diagrams to communicate

ideas and complex concepts

Project managers can create

conceptual block diagrams that

illustrate how project tasks fit

together

Sales and marketing professionals

can include block diagrams in their

presentations proposals and

reports

Office Layouts Space planning consultants can

use office layouts to make

recommendations to clients

Operations departments can use

office layouts to track asset

inventories

Interior designers can use office

layouts to determine the best

ergonomic layout for an office

Marketing Charts and Diagrams

CFOs can use marketing charts to describe company finances in annual reports

Newspaper and magazine professionals can use diagrams sometimes called infographics to illustrate statistical data

Marketing professionals can use charts to display data more effectively than in text form

Directional Maps Traffic officers can use directional

maps to evaluate traffic patterns Event planners can use directional

maps to provide directions to employees for company events

Sales managers can use directional maps to provide clients with directions to trade shows

Calendars Administrators can use calendars to

keep track of employee holidays Project managers can incorporate

calendars into project management documents to help team members visualize project schedules

Event planners can use calendars to schedule and track events throughout the year

Timelines Project managers can use timelines

to represent project durations and milestones

Supervisors can use timelines to make sure team members understand their deadlines

Documentation specialists can use timelines to track process-completion dates

Brainstorming Diagrams Project managers can use

brainstorming diagrams in team

meetings to analyze and solve

process problems or identify new

product ideas

Writers can visually organize their

ideas with brainstorming diagrams

Project team members can use

brainstorming diagrams to generate

action items

Web Diagrams Intranet site managers can use

Web diagrams as visual aids in

eorganizing departmental intranet sites

Web developers can use maps of their sites to help them inventory files pictures data and other content

Web designers can incorporate Web diagrams into presentations for company meetings

Logical Network Diagrams Network managers can create

logical network diagrams to show high-level views of their networks

IT professionals can use logical network diagrams to determine how geographic locations are interconnected

IT engineers can identify obstacles or backlogs in their network flows

Physical Network Diagrams

Facilities managers can incorporate physical network diagrams into plans for disaster recovery and documents about company assets

Network managers can use physical network diagrams to show the distribution of products throughout their organizations

Employees can refer to physical network diagrams to find printers copy machines and other devices

Floor Plans Architects can use floor plans in

brainstorming sessions to quickly show various layout options

General contractors can use floor plans to configure the best wiring plans for buildings

Facilities managers can annotate proposed floor plans and then return them to the architect for review

Site Plans Facilities managers can use site

plans to design parking lot configurations

Space planners can incorporate site plans into relocation proposals

Contractors and site designers can use site plans to see how buildings fit their surroundings

Process Engineering Diagrams

Process engineers can create process flow diagrams to show piping plans for petroleum plants

Plant operators can use PampIDs to document changes to existing facilities such as boiler systems

Controls operators can use piping diagrams to show how logic diagrams relate to physical pipe plans

Mechanical Engineering Diagrams

Mechanical engineers can diagram hydraulic systems fluid power assemblies and valves

Engineering teams can share and comment on design concepts

Engineers can use 2-D mechanical engineering diagrams with 3-D design systems

Electrical Engineering Diagrams

Electrical engineers can create blueprints schematics and wiring diagrams

Control engineers can use electrical engineering diagrams to design complex industrial control components and systems

Telecommunication engineers can use telecommunications diagrams to share component and service design ideas

Software Diagrams Software engineers can create code

structure diagrams and then test and revise the diagrams during the development process

User interface designers can use software diagrams to create prototypes of dialog boxes menus toolbars and wizards

Usability engineers can use software diagrams to test user interaction with proposed software

Database Model Diagrams Technical support personnel can

use database model diagrams to see and troubleshoot database schemas

Software engineers can design and revise database model diagrams after they brainstorm with colleagues

Trainers can use database model diagrams to show students database structures

Design and manage your networks with network diagrams

1 Start Visio Professional In the Choose Drawing Type window under Category click Network

2 Under Template click Detailed Network Diagram

3 From Network and Peripherals drag an Ethernet or Ring network backbone shape onto the drawing page

4 From the stencils in the Shapes window drag server workstation and other component shapes onto the drawing page and position them around the network backbone shape

5 Select the network backbone shape and then drag a control handle ( ) to a connection point ( ) on one of the surrounding shapes

6 Continue connecting other shapes to the network backbone7 Hide any unnecessary connectors on the network backbone

shape by dragging the corresponding control handle on top of the shape

8 To change the color scheme of your network diagram right-click the drawing page and then click Color Schemes on the shortcut menu Choose a color and then click OK

9 To add text to a network shape select the shape and then type

Prototyping using visio

What is a prototype A model of the final product A way to see what something will be like before it is built A vehicle for exploration A way to validate ideas in a low-risk environment before making a final decision A proof of concept A way to test specific aspects of a design problem A method of communication A way to develop and maintain an understanding of the end result with the development team

Why prototype

Explore - Create a strong design by iterating through ideas rapidly Communicate - Demonstrate progress against time lines in tangible format Collaborate - Enhance collaboration with other teams through clear understanding and a shared vocabulary Validate - Test a design in early stages when changes can be made easily

Prototyping goals

1 Can users work effectively with the interface Visual or information design issues - Can the user find and understand the information on the screen Navigation issues - Does the user understand the meaning of each control - Can they find the controls or information needed to complete their task Efficiency issues - Can the user work quickly enough to meet usability goal

2 Demonstrate the user interface

Communicate the design to developers marketing

management or customers

Walk through proposed navigation design

Match screens and controls to use cases

Demo proposed functionality to internal or external

groups

Lets playhellip

Open visio softwarehelliphellip

Basic Flowchart

Step 1 To open a new Visio drawing go to the Start Menu and select Programs1048774 Visio (Figure 1)

Step 2 Move your cursor over ldquoBusiness Processrdquo and select ldquoBasic Flowchartrdquo

Navigating in Visio

Letrsquos take a few moments to get familiar with the Visio interface (Figure 2)

A the toolbars across the top of the screen are similar to other Microsoft programs such as Word and PowerPoint If you have used these programs before you may notice a few different functionalities which we will explore later

Selecting Help1048774Diagram Gallery is a good way to become familiar with the types of drawings and diagrams that can be created in Visio

B the left side of the screen shows the menus specific to the type of diagram you are creating In this case we see

ndash 1048774 Arrow Shapes ndash 1048774 Backgrounds ndash 1048774 Basic Flowchart Shapes ndash 1048774 Borders and Titles

C the center of the screen shows the diagram workspace which includes the actual diagram page as well as some blank space adjacent to the page

D the right side of the screen shows some help functions Some people may choose to close this window to increase the area for diagram workspace and re-open the help functions when necessary

Step 1 Select a shape from the Shapes menu and drag it to the workspace

Step 2 On the toolbar click the connector tool (Figure 3) The connector tool

will appear highlighted and will remain active until it is deselected

Step 3 With the first shape still selected drag a second shape to the workspace The shapes are connected automatically when the connector tool is turned on

Step 4 Continue adding shapes until you have enough to include all of the

steps in the business process being outlined The example on the next page illustrates a ten step process (figure 4)

Step 5 Shapes can be resized or moved and the connectors will remain intact

At this point your diagram should look something like the following example (figure 4)

Adding text to a diagram and formatting the text

Step 1 Double click on a shape to enter text There is no need to create

a text box (as required with Microsoft Word or PowerPoint shapes) Visio does this automatically for you (Figure 5) (Visio does still support the creation of text boxes outside of shapes)

Step 2 The default format for text in Visio is Arial 8-point font The most efficient way to format is to enter all of the text then format all of the shapes at once

To do this click on one of the shapes to select it Hold down the Shift key and click on the other shapes you wish to format (Figure 6)

Figure 5

Figure 6

Step 3 With the text selected (Figure 7-B) choose the font style and size

you would like to use from the tool bar (Figure7-A)

7-A 7-B

Adding shapes to a formatted diagram

If you realize that you forgot a step in your diagram Visio provides a fairly simple

solution to this problem Simply select another shape drag it to the diagram and

ndash pause over the connector where you would like to insert the shape When the

scissors icon appears (figure 8) drop the shape enter the text and format it to

match your diagram

Figure 8

Creating a background

Visio provides several standard backgrounds which you can add to your diagram

Step 1 From the menu on the left side of the screen click on ldquoBackgroundsrdquo (Figure 9A)

ndash Step 2 Click on a design drag it over your drawing and drop it You will notice that Visio has added a tab at the bottom of the drawing One tab

is labeled ldquoPage-1rdquo and the second is labeled ldquoVBackgroundrdquo (Figure 9B) For the most part you will be working with Page-1 but you always have the option to

add content to the background page as well The important thing to remember is

that whichever page you add content to is the page you need to do your editing on

Modifying the color scheme

The most efficient way to add color to your drawing is to use the color scheme

functionality which will change your shapes background and text all at once

Step 1 Right-click on your workspace and select ldquoColor Schemesrdquo (Figure 10)

Step 2 The color scheme menu will open select a scheme from the menu and click apply Preview different color schemes then select ldquoOKrdquo when you find one you like (Figure 11)

Figure 10

Figure 11

Step 3 Sometimes you need to change the color of one or two shapes for impact To do this select the shape you wish to change (Figure 12A) then click on the paint bucket tool located in the formatting toolbar Select a color by clicking on it and only the shape you selected will change

Organization Charts Project managers can use

organization charts to show team structures and task allocations when developing project schedules

Managers can use organization charts to visualize how to restructure their departments or to estimate staffing needs

Human resources professionals can create organization charts and post them on a companyrsquos intranet

Block Diagrams Software programmers can use

block diagrams to communicate

ideas and complex concepts

Project managers can create

conceptual block diagrams that

illustrate how project tasks fit

together

Sales and marketing professionals

can include block diagrams in their

presentations proposals and

reports

Office Layouts Space planning consultants can

use office layouts to make

recommendations to clients

Operations departments can use

office layouts to track asset

inventories

Interior designers can use office

layouts to determine the best

ergonomic layout for an office

Marketing Charts and Diagrams

CFOs can use marketing charts to describe company finances in annual reports

Newspaper and magazine professionals can use diagrams sometimes called infographics to illustrate statistical data

Marketing professionals can use charts to display data more effectively than in text form

Directional Maps Traffic officers can use directional

maps to evaluate traffic patterns Event planners can use directional

maps to provide directions to employees for company events

Sales managers can use directional maps to provide clients with directions to trade shows

Calendars Administrators can use calendars to

keep track of employee holidays Project managers can incorporate

calendars into project management documents to help team members visualize project schedules

Event planners can use calendars to schedule and track events throughout the year

Timelines Project managers can use timelines

to represent project durations and milestones

Supervisors can use timelines to make sure team members understand their deadlines

Documentation specialists can use timelines to track process-completion dates

Brainstorming Diagrams Project managers can use

brainstorming diagrams in team

meetings to analyze and solve

process problems or identify new

product ideas

Writers can visually organize their

ideas with brainstorming diagrams

Project team members can use

brainstorming diagrams to generate

action items

Web Diagrams Intranet site managers can use

Web diagrams as visual aids in

eorganizing departmental intranet sites

Web developers can use maps of their sites to help them inventory files pictures data and other content

Web designers can incorporate Web diagrams into presentations for company meetings

Logical Network Diagrams Network managers can create

logical network diagrams to show high-level views of their networks

IT professionals can use logical network diagrams to determine how geographic locations are interconnected

IT engineers can identify obstacles or backlogs in their network flows

Physical Network Diagrams

Facilities managers can incorporate physical network diagrams into plans for disaster recovery and documents about company assets

Network managers can use physical network diagrams to show the distribution of products throughout their organizations

Employees can refer to physical network diagrams to find printers copy machines and other devices

Floor Plans Architects can use floor plans in

brainstorming sessions to quickly show various layout options

General contractors can use floor plans to configure the best wiring plans for buildings

Facilities managers can annotate proposed floor plans and then return them to the architect for review

Site Plans Facilities managers can use site

plans to design parking lot configurations

Space planners can incorporate site plans into relocation proposals

Contractors and site designers can use site plans to see how buildings fit their surroundings

Process Engineering Diagrams

Process engineers can create process flow diagrams to show piping plans for petroleum plants

Plant operators can use PampIDs to document changes to existing facilities such as boiler systems

Controls operators can use piping diagrams to show how logic diagrams relate to physical pipe plans

Mechanical Engineering Diagrams

Mechanical engineers can diagram hydraulic systems fluid power assemblies and valves

Engineering teams can share and comment on design concepts

Engineers can use 2-D mechanical engineering diagrams with 3-D design systems

Electrical Engineering Diagrams

Electrical engineers can create blueprints schematics and wiring diagrams

Control engineers can use electrical engineering diagrams to design complex industrial control components and systems

Telecommunication engineers can use telecommunications diagrams to share component and service design ideas

Software Diagrams Software engineers can create code

structure diagrams and then test and revise the diagrams during the development process

User interface designers can use software diagrams to create prototypes of dialog boxes menus toolbars and wizards

Usability engineers can use software diagrams to test user interaction with proposed software

Database Model Diagrams Technical support personnel can

use database model diagrams to see and troubleshoot database schemas

Software engineers can design and revise database model diagrams after they brainstorm with colleagues

Trainers can use database model diagrams to show students database structures

Design and manage your networks with network diagrams

1 Start Visio Professional In the Choose Drawing Type window under Category click Network

2 Under Template click Detailed Network Diagram

3 From Network and Peripherals drag an Ethernet or Ring network backbone shape onto the drawing page

4 From the stencils in the Shapes window drag server workstation and other component shapes onto the drawing page and position them around the network backbone shape

5 Select the network backbone shape and then drag a control handle ( ) to a connection point ( ) on one of the surrounding shapes

6 Continue connecting other shapes to the network backbone7 Hide any unnecessary connectors on the network backbone

shape by dragging the corresponding control handle on top of the shape

8 To change the color scheme of your network diagram right-click the drawing page and then click Color Schemes on the shortcut menu Choose a color and then click OK

9 To add text to a network shape select the shape and then type

Prototyping using visio

What is a prototype A model of the final product A way to see what something will be like before it is built A vehicle for exploration A way to validate ideas in a low-risk environment before making a final decision A proof of concept A way to test specific aspects of a design problem A method of communication A way to develop and maintain an understanding of the end result with the development team

Why prototype

Explore - Create a strong design by iterating through ideas rapidly Communicate - Demonstrate progress against time lines in tangible format Collaborate - Enhance collaboration with other teams through clear understanding and a shared vocabulary Validate - Test a design in early stages when changes can be made easily

Prototyping goals

1 Can users work effectively with the interface Visual or information design issues - Can the user find and understand the information on the screen Navigation issues - Does the user understand the meaning of each control - Can they find the controls or information needed to complete their task Efficiency issues - Can the user work quickly enough to meet usability goal

2 Demonstrate the user interface

Communicate the design to developers marketing

management or customers

Walk through proposed navigation design

Match screens and controls to use cases

Demo proposed functionality to internal or external

groups

Lets playhellip

Open visio softwarehelliphellip

Basic Flowchart

Step 1 To open a new Visio drawing go to the Start Menu and select Programs1048774 Visio (Figure 1)

Step 2 Move your cursor over ldquoBusiness Processrdquo and select ldquoBasic Flowchartrdquo

Navigating in Visio

Letrsquos take a few moments to get familiar with the Visio interface (Figure 2)

A the toolbars across the top of the screen are similar to other Microsoft programs such as Word and PowerPoint If you have used these programs before you may notice a few different functionalities which we will explore later

Selecting Help1048774Diagram Gallery is a good way to become familiar with the types of drawings and diagrams that can be created in Visio

B the left side of the screen shows the menus specific to the type of diagram you are creating In this case we see

ndash 1048774 Arrow Shapes ndash 1048774 Backgrounds ndash 1048774 Basic Flowchart Shapes ndash 1048774 Borders and Titles

C the center of the screen shows the diagram workspace which includes the actual diagram page as well as some blank space adjacent to the page

D the right side of the screen shows some help functions Some people may choose to close this window to increase the area for diagram workspace and re-open the help functions when necessary

Step 1 Select a shape from the Shapes menu and drag it to the workspace

Step 2 On the toolbar click the connector tool (Figure 3) The connector tool

will appear highlighted and will remain active until it is deselected

Step 3 With the first shape still selected drag a second shape to the workspace The shapes are connected automatically when the connector tool is turned on

Step 4 Continue adding shapes until you have enough to include all of the

steps in the business process being outlined The example on the next page illustrates a ten step process (figure 4)

Step 5 Shapes can be resized or moved and the connectors will remain intact

At this point your diagram should look something like the following example (figure 4)

Adding text to a diagram and formatting the text

Step 1 Double click on a shape to enter text There is no need to create

a text box (as required with Microsoft Word or PowerPoint shapes) Visio does this automatically for you (Figure 5) (Visio does still support the creation of text boxes outside of shapes)

Step 2 The default format for text in Visio is Arial 8-point font The most efficient way to format is to enter all of the text then format all of the shapes at once

To do this click on one of the shapes to select it Hold down the Shift key and click on the other shapes you wish to format (Figure 6)

Figure 5

Figure 6

Step 3 With the text selected (Figure 7-B) choose the font style and size

you would like to use from the tool bar (Figure7-A)

7-A 7-B

Adding shapes to a formatted diagram

If you realize that you forgot a step in your diagram Visio provides a fairly simple

solution to this problem Simply select another shape drag it to the diagram and

ndash pause over the connector where you would like to insert the shape When the

scissors icon appears (figure 8) drop the shape enter the text and format it to

match your diagram

Figure 8

Creating a background

Visio provides several standard backgrounds which you can add to your diagram

Step 1 From the menu on the left side of the screen click on ldquoBackgroundsrdquo (Figure 9A)

ndash Step 2 Click on a design drag it over your drawing and drop it You will notice that Visio has added a tab at the bottom of the drawing One tab

is labeled ldquoPage-1rdquo and the second is labeled ldquoVBackgroundrdquo (Figure 9B) For the most part you will be working with Page-1 but you always have the option to

add content to the background page as well The important thing to remember is

that whichever page you add content to is the page you need to do your editing on

Modifying the color scheme

The most efficient way to add color to your drawing is to use the color scheme

functionality which will change your shapes background and text all at once

Step 1 Right-click on your workspace and select ldquoColor Schemesrdquo (Figure 10)

Step 2 The color scheme menu will open select a scheme from the menu and click apply Preview different color schemes then select ldquoOKrdquo when you find one you like (Figure 11)

Figure 10

Figure 11

Step 3 Sometimes you need to change the color of one or two shapes for impact To do this select the shape you wish to change (Figure 12A) then click on the paint bucket tool located in the formatting toolbar Select a color by clicking on it and only the shape you selected will change

Block Diagrams Software programmers can use

block diagrams to communicate

ideas and complex concepts

Project managers can create

conceptual block diagrams that

illustrate how project tasks fit

together

Sales and marketing professionals

can include block diagrams in their

presentations proposals and

reports

Office Layouts Space planning consultants can

use office layouts to make

recommendations to clients

Operations departments can use

office layouts to track asset

inventories

Interior designers can use office

layouts to determine the best

ergonomic layout for an office

Marketing Charts and Diagrams

CFOs can use marketing charts to describe company finances in annual reports

Newspaper and magazine professionals can use diagrams sometimes called infographics to illustrate statistical data

Marketing professionals can use charts to display data more effectively than in text form

Directional Maps Traffic officers can use directional

maps to evaluate traffic patterns Event planners can use directional

maps to provide directions to employees for company events

Sales managers can use directional maps to provide clients with directions to trade shows

Calendars Administrators can use calendars to

keep track of employee holidays Project managers can incorporate

calendars into project management documents to help team members visualize project schedules

Event planners can use calendars to schedule and track events throughout the year

Timelines Project managers can use timelines

to represent project durations and milestones

Supervisors can use timelines to make sure team members understand their deadlines

Documentation specialists can use timelines to track process-completion dates

Brainstorming Diagrams Project managers can use

brainstorming diagrams in team

meetings to analyze and solve

process problems or identify new

product ideas

Writers can visually organize their

ideas with brainstorming diagrams

Project team members can use

brainstorming diagrams to generate

action items

Web Diagrams Intranet site managers can use

Web diagrams as visual aids in

eorganizing departmental intranet sites

Web developers can use maps of their sites to help them inventory files pictures data and other content

Web designers can incorporate Web diagrams into presentations for company meetings

Logical Network Diagrams Network managers can create

logical network diagrams to show high-level views of their networks

IT professionals can use logical network diagrams to determine how geographic locations are interconnected

IT engineers can identify obstacles or backlogs in their network flows

Physical Network Diagrams

Facilities managers can incorporate physical network diagrams into plans for disaster recovery and documents about company assets

Network managers can use physical network diagrams to show the distribution of products throughout their organizations

Employees can refer to physical network diagrams to find printers copy machines and other devices

Floor Plans Architects can use floor plans in

brainstorming sessions to quickly show various layout options

General contractors can use floor plans to configure the best wiring plans for buildings

Facilities managers can annotate proposed floor plans and then return them to the architect for review

Site Plans Facilities managers can use site

plans to design parking lot configurations

Space planners can incorporate site plans into relocation proposals

Contractors and site designers can use site plans to see how buildings fit their surroundings

Process Engineering Diagrams

Process engineers can create process flow diagrams to show piping plans for petroleum plants

Plant operators can use PampIDs to document changes to existing facilities such as boiler systems

Controls operators can use piping diagrams to show how logic diagrams relate to physical pipe plans

Mechanical Engineering Diagrams

Mechanical engineers can diagram hydraulic systems fluid power assemblies and valves

Engineering teams can share and comment on design concepts

Engineers can use 2-D mechanical engineering diagrams with 3-D design systems

Electrical Engineering Diagrams

Electrical engineers can create blueprints schematics and wiring diagrams

Control engineers can use electrical engineering diagrams to design complex industrial control components and systems

Telecommunication engineers can use telecommunications diagrams to share component and service design ideas

Software Diagrams Software engineers can create code

structure diagrams and then test and revise the diagrams during the development process

User interface designers can use software diagrams to create prototypes of dialog boxes menus toolbars and wizards

Usability engineers can use software diagrams to test user interaction with proposed software

Database Model Diagrams Technical support personnel can

use database model diagrams to see and troubleshoot database schemas

Software engineers can design and revise database model diagrams after they brainstorm with colleagues

Trainers can use database model diagrams to show students database structures

Design and manage your networks with network diagrams

1 Start Visio Professional In the Choose Drawing Type window under Category click Network

2 Under Template click Detailed Network Diagram

3 From Network and Peripherals drag an Ethernet or Ring network backbone shape onto the drawing page

4 From the stencils in the Shapes window drag server workstation and other component shapes onto the drawing page and position them around the network backbone shape

5 Select the network backbone shape and then drag a control handle ( ) to a connection point ( ) on one of the surrounding shapes

6 Continue connecting other shapes to the network backbone7 Hide any unnecessary connectors on the network backbone

shape by dragging the corresponding control handle on top of the shape

8 To change the color scheme of your network diagram right-click the drawing page and then click Color Schemes on the shortcut menu Choose a color and then click OK

9 To add text to a network shape select the shape and then type

Prototyping using visio

What is a prototype A model of the final product A way to see what something will be like before it is built A vehicle for exploration A way to validate ideas in a low-risk environment before making a final decision A proof of concept A way to test specific aspects of a design problem A method of communication A way to develop and maintain an understanding of the end result with the development team

Why prototype

Explore - Create a strong design by iterating through ideas rapidly Communicate - Demonstrate progress against time lines in tangible format Collaborate - Enhance collaboration with other teams through clear understanding and a shared vocabulary Validate - Test a design in early stages when changes can be made easily

Prototyping goals

1 Can users work effectively with the interface Visual or information design issues - Can the user find and understand the information on the screen Navigation issues - Does the user understand the meaning of each control - Can they find the controls or information needed to complete their task Efficiency issues - Can the user work quickly enough to meet usability goal

2 Demonstrate the user interface

Communicate the design to developers marketing

management or customers

Walk through proposed navigation design

Match screens and controls to use cases

Demo proposed functionality to internal or external

groups

Lets playhellip

Open visio softwarehelliphellip

Basic Flowchart

Step 1 To open a new Visio drawing go to the Start Menu and select Programs1048774 Visio (Figure 1)

Step 2 Move your cursor over ldquoBusiness Processrdquo and select ldquoBasic Flowchartrdquo

Navigating in Visio

Letrsquos take a few moments to get familiar with the Visio interface (Figure 2)

A the toolbars across the top of the screen are similar to other Microsoft programs such as Word and PowerPoint If you have used these programs before you may notice a few different functionalities which we will explore later

Selecting Help1048774Diagram Gallery is a good way to become familiar with the types of drawings and diagrams that can be created in Visio

B the left side of the screen shows the menus specific to the type of diagram you are creating In this case we see

ndash 1048774 Arrow Shapes ndash 1048774 Backgrounds ndash 1048774 Basic Flowchart Shapes ndash 1048774 Borders and Titles

C the center of the screen shows the diagram workspace which includes the actual diagram page as well as some blank space adjacent to the page

D the right side of the screen shows some help functions Some people may choose to close this window to increase the area for diagram workspace and re-open the help functions when necessary

Step 1 Select a shape from the Shapes menu and drag it to the workspace

Step 2 On the toolbar click the connector tool (Figure 3) The connector tool

will appear highlighted and will remain active until it is deselected

Step 3 With the first shape still selected drag a second shape to the workspace The shapes are connected automatically when the connector tool is turned on

Step 4 Continue adding shapes until you have enough to include all of the

steps in the business process being outlined The example on the next page illustrates a ten step process (figure 4)

Step 5 Shapes can be resized or moved and the connectors will remain intact

At this point your diagram should look something like the following example (figure 4)

Adding text to a diagram and formatting the text

Step 1 Double click on a shape to enter text There is no need to create

a text box (as required with Microsoft Word or PowerPoint shapes) Visio does this automatically for you (Figure 5) (Visio does still support the creation of text boxes outside of shapes)

Step 2 The default format for text in Visio is Arial 8-point font The most efficient way to format is to enter all of the text then format all of the shapes at once

To do this click on one of the shapes to select it Hold down the Shift key and click on the other shapes you wish to format (Figure 6)

Figure 5

Figure 6

Step 3 With the text selected (Figure 7-B) choose the font style and size

you would like to use from the tool bar (Figure7-A)

7-A 7-B

Adding shapes to a formatted diagram

If you realize that you forgot a step in your diagram Visio provides a fairly simple

solution to this problem Simply select another shape drag it to the diagram and

ndash pause over the connector where you would like to insert the shape When the

scissors icon appears (figure 8) drop the shape enter the text and format it to

match your diagram

Figure 8

Creating a background

Visio provides several standard backgrounds which you can add to your diagram

Step 1 From the menu on the left side of the screen click on ldquoBackgroundsrdquo (Figure 9A)

ndash Step 2 Click on a design drag it over your drawing and drop it You will notice that Visio has added a tab at the bottom of the drawing One tab

is labeled ldquoPage-1rdquo and the second is labeled ldquoVBackgroundrdquo (Figure 9B) For the most part you will be working with Page-1 but you always have the option to

add content to the background page as well The important thing to remember is

that whichever page you add content to is the page you need to do your editing on

Modifying the color scheme

The most efficient way to add color to your drawing is to use the color scheme

functionality which will change your shapes background and text all at once

Step 1 Right-click on your workspace and select ldquoColor Schemesrdquo (Figure 10)

Step 2 The color scheme menu will open select a scheme from the menu and click apply Preview different color schemes then select ldquoOKrdquo when you find one you like (Figure 11)

Figure 10

Figure 11

Step 3 Sometimes you need to change the color of one or two shapes for impact To do this select the shape you wish to change (Figure 12A) then click on the paint bucket tool located in the formatting toolbar Select a color by clicking on it and only the shape you selected will change

Office Layouts Space planning consultants can

use office layouts to make

recommendations to clients

Operations departments can use

office layouts to track asset

inventories

Interior designers can use office

layouts to determine the best

ergonomic layout for an office

Marketing Charts and Diagrams

CFOs can use marketing charts to describe company finances in annual reports

Newspaper and magazine professionals can use diagrams sometimes called infographics to illustrate statistical data

Marketing professionals can use charts to display data more effectively than in text form

Directional Maps Traffic officers can use directional

maps to evaluate traffic patterns Event planners can use directional

maps to provide directions to employees for company events

Sales managers can use directional maps to provide clients with directions to trade shows

Calendars Administrators can use calendars to

keep track of employee holidays Project managers can incorporate

calendars into project management documents to help team members visualize project schedules

Event planners can use calendars to schedule and track events throughout the year

Timelines Project managers can use timelines

to represent project durations and milestones

Supervisors can use timelines to make sure team members understand their deadlines

Documentation specialists can use timelines to track process-completion dates

Brainstorming Diagrams Project managers can use

brainstorming diagrams in team

meetings to analyze and solve

process problems or identify new

product ideas

Writers can visually organize their

ideas with brainstorming diagrams

Project team members can use

brainstorming diagrams to generate

action items

Web Diagrams Intranet site managers can use

Web diagrams as visual aids in

eorganizing departmental intranet sites

Web developers can use maps of their sites to help them inventory files pictures data and other content

Web designers can incorporate Web diagrams into presentations for company meetings

Logical Network Diagrams Network managers can create

logical network diagrams to show high-level views of their networks

IT professionals can use logical network diagrams to determine how geographic locations are interconnected

IT engineers can identify obstacles or backlogs in their network flows

Physical Network Diagrams

Facilities managers can incorporate physical network diagrams into plans for disaster recovery and documents about company assets

Network managers can use physical network diagrams to show the distribution of products throughout their organizations

Employees can refer to physical network diagrams to find printers copy machines and other devices

Floor Plans Architects can use floor plans in

brainstorming sessions to quickly show various layout options

General contractors can use floor plans to configure the best wiring plans for buildings

Facilities managers can annotate proposed floor plans and then return them to the architect for review

Site Plans Facilities managers can use site

plans to design parking lot configurations

Space planners can incorporate site plans into relocation proposals

Contractors and site designers can use site plans to see how buildings fit their surroundings

Process Engineering Diagrams

Process engineers can create process flow diagrams to show piping plans for petroleum plants

Plant operators can use PampIDs to document changes to existing facilities such as boiler systems

Controls operators can use piping diagrams to show how logic diagrams relate to physical pipe plans

Mechanical Engineering Diagrams

Mechanical engineers can diagram hydraulic systems fluid power assemblies and valves

Engineering teams can share and comment on design concepts

Engineers can use 2-D mechanical engineering diagrams with 3-D design systems

Electrical Engineering Diagrams

Electrical engineers can create blueprints schematics and wiring diagrams

Control engineers can use electrical engineering diagrams to design complex industrial control components and systems

Telecommunication engineers can use telecommunications diagrams to share component and service design ideas

Software Diagrams Software engineers can create code

structure diagrams and then test and revise the diagrams during the development process

User interface designers can use software diagrams to create prototypes of dialog boxes menus toolbars and wizards

Usability engineers can use software diagrams to test user interaction with proposed software

Database Model Diagrams Technical support personnel can

use database model diagrams to see and troubleshoot database schemas

Software engineers can design and revise database model diagrams after they brainstorm with colleagues

Trainers can use database model diagrams to show students database structures

Design and manage your networks with network diagrams

1 Start Visio Professional In the Choose Drawing Type window under Category click Network

2 Under Template click Detailed Network Diagram

3 From Network and Peripherals drag an Ethernet or Ring network backbone shape onto the drawing page

4 From the stencils in the Shapes window drag server workstation and other component shapes onto the drawing page and position them around the network backbone shape

5 Select the network backbone shape and then drag a control handle ( ) to a connection point ( ) on one of the surrounding shapes

6 Continue connecting other shapes to the network backbone7 Hide any unnecessary connectors on the network backbone

shape by dragging the corresponding control handle on top of the shape

8 To change the color scheme of your network diagram right-click the drawing page and then click Color Schemes on the shortcut menu Choose a color and then click OK

9 To add text to a network shape select the shape and then type

Prototyping using visio

What is a prototype A model of the final product A way to see what something will be like before it is built A vehicle for exploration A way to validate ideas in a low-risk environment before making a final decision A proof of concept A way to test specific aspects of a design problem A method of communication A way to develop and maintain an understanding of the end result with the development team

Why prototype

Explore - Create a strong design by iterating through ideas rapidly Communicate - Demonstrate progress against time lines in tangible format Collaborate - Enhance collaboration with other teams through clear understanding and a shared vocabulary Validate - Test a design in early stages when changes can be made easily

Prototyping goals

1 Can users work effectively with the interface Visual or information design issues - Can the user find and understand the information on the screen Navigation issues - Does the user understand the meaning of each control - Can they find the controls or information needed to complete their task Efficiency issues - Can the user work quickly enough to meet usability goal

2 Demonstrate the user interface

Communicate the design to developers marketing

management or customers

Walk through proposed navigation design

Match screens and controls to use cases

Demo proposed functionality to internal or external

groups

Lets playhellip

Open visio softwarehelliphellip

Basic Flowchart

Step 1 To open a new Visio drawing go to the Start Menu and select Programs1048774 Visio (Figure 1)

Step 2 Move your cursor over ldquoBusiness Processrdquo and select ldquoBasic Flowchartrdquo

Navigating in Visio

Letrsquos take a few moments to get familiar with the Visio interface (Figure 2)

A the toolbars across the top of the screen are similar to other Microsoft programs such as Word and PowerPoint If you have used these programs before you may notice a few different functionalities which we will explore later

Selecting Help1048774Diagram Gallery is a good way to become familiar with the types of drawings and diagrams that can be created in Visio

B the left side of the screen shows the menus specific to the type of diagram you are creating In this case we see

ndash 1048774 Arrow Shapes ndash 1048774 Backgrounds ndash 1048774 Basic Flowchart Shapes ndash 1048774 Borders and Titles

C the center of the screen shows the diagram workspace which includes the actual diagram page as well as some blank space adjacent to the page

D the right side of the screen shows some help functions Some people may choose to close this window to increase the area for diagram workspace and re-open the help functions when necessary

Step 1 Select a shape from the Shapes menu and drag it to the workspace

Step 2 On the toolbar click the connector tool (Figure 3) The connector tool

will appear highlighted and will remain active until it is deselected

Step 3 With the first shape still selected drag a second shape to the workspace The shapes are connected automatically when the connector tool is turned on

Step 4 Continue adding shapes until you have enough to include all of the

steps in the business process being outlined The example on the next page illustrates a ten step process (figure 4)

Step 5 Shapes can be resized or moved and the connectors will remain intact

At this point your diagram should look something like the following example (figure 4)

Adding text to a diagram and formatting the text

Step 1 Double click on a shape to enter text There is no need to create

a text box (as required with Microsoft Word or PowerPoint shapes) Visio does this automatically for you (Figure 5) (Visio does still support the creation of text boxes outside of shapes)

Step 2 The default format for text in Visio is Arial 8-point font The most efficient way to format is to enter all of the text then format all of the shapes at once

To do this click on one of the shapes to select it Hold down the Shift key and click on the other shapes you wish to format (Figure 6)

Figure 5

Figure 6

Step 3 With the text selected (Figure 7-B) choose the font style and size

you would like to use from the tool bar (Figure7-A)

7-A 7-B

Adding shapes to a formatted diagram

If you realize that you forgot a step in your diagram Visio provides a fairly simple

solution to this problem Simply select another shape drag it to the diagram and

ndash pause over the connector where you would like to insert the shape When the

scissors icon appears (figure 8) drop the shape enter the text and format it to

match your diagram

Figure 8

Creating a background

Visio provides several standard backgrounds which you can add to your diagram

Step 1 From the menu on the left side of the screen click on ldquoBackgroundsrdquo (Figure 9A)

ndash Step 2 Click on a design drag it over your drawing and drop it You will notice that Visio has added a tab at the bottom of the drawing One tab

is labeled ldquoPage-1rdquo and the second is labeled ldquoVBackgroundrdquo (Figure 9B) For the most part you will be working with Page-1 but you always have the option to

add content to the background page as well The important thing to remember is

that whichever page you add content to is the page you need to do your editing on

Modifying the color scheme

The most efficient way to add color to your drawing is to use the color scheme

functionality which will change your shapes background and text all at once

Step 1 Right-click on your workspace and select ldquoColor Schemesrdquo (Figure 10)

Step 2 The color scheme menu will open select a scheme from the menu and click apply Preview different color schemes then select ldquoOKrdquo when you find one you like (Figure 11)

Figure 10

Figure 11

Step 3 Sometimes you need to change the color of one or two shapes for impact To do this select the shape you wish to change (Figure 12A) then click on the paint bucket tool located in the formatting toolbar Select a color by clicking on it and only the shape you selected will change

Marketing Charts and Diagrams

CFOs can use marketing charts to describe company finances in annual reports

Newspaper and magazine professionals can use diagrams sometimes called infographics to illustrate statistical data

Marketing professionals can use charts to display data more effectively than in text form

Directional Maps Traffic officers can use directional

maps to evaluate traffic patterns Event planners can use directional

maps to provide directions to employees for company events

Sales managers can use directional maps to provide clients with directions to trade shows

Calendars Administrators can use calendars to

keep track of employee holidays Project managers can incorporate

calendars into project management documents to help team members visualize project schedules

Event planners can use calendars to schedule and track events throughout the year

Timelines Project managers can use timelines

to represent project durations and milestones

Supervisors can use timelines to make sure team members understand their deadlines

Documentation specialists can use timelines to track process-completion dates

Brainstorming Diagrams Project managers can use

brainstorming diagrams in team

meetings to analyze and solve

process problems or identify new

product ideas

Writers can visually organize their

ideas with brainstorming diagrams

Project team members can use

brainstorming diagrams to generate

action items

Web Diagrams Intranet site managers can use

Web diagrams as visual aids in

eorganizing departmental intranet sites

Web developers can use maps of their sites to help them inventory files pictures data and other content

Web designers can incorporate Web diagrams into presentations for company meetings

Logical Network Diagrams Network managers can create

logical network diagrams to show high-level views of their networks

IT professionals can use logical network diagrams to determine how geographic locations are interconnected

IT engineers can identify obstacles or backlogs in their network flows

Physical Network Diagrams

Facilities managers can incorporate physical network diagrams into plans for disaster recovery and documents about company assets

Network managers can use physical network diagrams to show the distribution of products throughout their organizations

Employees can refer to physical network diagrams to find printers copy machines and other devices

Floor Plans Architects can use floor plans in

brainstorming sessions to quickly show various layout options

General contractors can use floor plans to configure the best wiring plans for buildings

Facilities managers can annotate proposed floor plans and then return them to the architect for review

Site Plans Facilities managers can use site

plans to design parking lot configurations

Space planners can incorporate site plans into relocation proposals

Contractors and site designers can use site plans to see how buildings fit their surroundings

Process Engineering Diagrams

Process engineers can create process flow diagrams to show piping plans for petroleum plants

Plant operators can use PampIDs to document changes to existing facilities such as boiler systems

Controls operators can use piping diagrams to show how logic diagrams relate to physical pipe plans

Mechanical Engineering Diagrams

Mechanical engineers can diagram hydraulic systems fluid power assemblies and valves

Engineering teams can share and comment on design concepts

Engineers can use 2-D mechanical engineering diagrams with 3-D design systems

Electrical Engineering Diagrams

Electrical engineers can create blueprints schematics and wiring diagrams

Control engineers can use electrical engineering diagrams to design complex industrial control components and systems

Telecommunication engineers can use telecommunications diagrams to share component and service design ideas

Software Diagrams Software engineers can create code

structure diagrams and then test and revise the diagrams during the development process

User interface designers can use software diagrams to create prototypes of dialog boxes menus toolbars and wizards

Usability engineers can use software diagrams to test user interaction with proposed software

Database Model Diagrams Technical support personnel can

use database model diagrams to see and troubleshoot database schemas

Software engineers can design and revise database model diagrams after they brainstorm with colleagues

Trainers can use database model diagrams to show students database structures

Design and manage your networks with network diagrams

1 Start Visio Professional In the Choose Drawing Type window under Category click Network

2 Under Template click Detailed Network Diagram

3 From Network and Peripherals drag an Ethernet or Ring network backbone shape onto the drawing page

4 From the stencils in the Shapes window drag server workstation and other component shapes onto the drawing page and position them around the network backbone shape

5 Select the network backbone shape and then drag a control handle ( ) to a connection point ( ) on one of the surrounding shapes

6 Continue connecting other shapes to the network backbone7 Hide any unnecessary connectors on the network backbone

shape by dragging the corresponding control handle on top of the shape

8 To change the color scheme of your network diagram right-click the drawing page and then click Color Schemes on the shortcut menu Choose a color and then click OK

9 To add text to a network shape select the shape and then type

Prototyping using visio

What is a prototype A model of the final product A way to see what something will be like before it is built A vehicle for exploration A way to validate ideas in a low-risk environment before making a final decision A proof of concept A way to test specific aspects of a design problem A method of communication A way to develop and maintain an understanding of the end result with the development team

Why prototype

Explore - Create a strong design by iterating through ideas rapidly Communicate - Demonstrate progress against time lines in tangible format Collaborate - Enhance collaboration with other teams through clear understanding and a shared vocabulary Validate - Test a design in early stages when changes can be made easily

Prototyping goals

1 Can users work effectively with the interface Visual or information design issues - Can the user find and understand the information on the screen Navigation issues - Does the user understand the meaning of each control - Can they find the controls or information needed to complete their task Efficiency issues - Can the user work quickly enough to meet usability goal

2 Demonstrate the user interface

Communicate the design to developers marketing

management or customers

Walk through proposed navigation design

Match screens and controls to use cases

Demo proposed functionality to internal or external

groups

Lets playhellip

Open visio softwarehelliphellip

Basic Flowchart

Step 1 To open a new Visio drawing go to the Start Menu and select Programs1048774 Visio (Figure 1)

Step 2 Move your cursor over ldquoBusiness Processrdquo and select ldquoBasic Flowchartrdquo

Navigating in Visio

Letrsquos take a few moments to get familiar with the Visio interface (Figure 2)

A the toolbars across the top of the screen are similar to other Microsoft programs such as Word and PowerPoint If you have used these programs before you may notice a few different functionalities which we will explore later

Selecting Help1048774Diagram Gallery is a good way to become familiar with the types of drawings and diagrams that can be created in Visio

B the left side of the screen shows the menus specific to the type of diagram you are creating In this case we see

ndash 1048774 Arrow Shapes ndash 1048774 Backgrounds ndash 1048774 Basic Flowchart Shapes ndash 1048774 Borders and Titles

C the center of the screen shows the diagram workspace which includes the actual diagram page as well as some blank space adjacent to the page

D the right side of the screen shows some help functions Some people may choose to close this window to increase the area for diagram workspace and re-open the help functions when necessary

Step 1 Select a shape from the Shapes menu and drag it to the workspace

Step 2 On the toolbar click the connector tool (Figure 3) The connector tool

will appear highlighted and will remain active until it is deselected

Step 3 With the first shape still selected drag a second shape to the workspace The shapes are connected automatically when the connector tool is turned on

Step 4 Continue adding shapes until you have enough to include all of the

steps in the business process being outlined The example on the next page illustrates a ten step process (figure 4)

Step 5 Shapes can be resized or moved and the connectors will remain intact

At this point your diagram should look something like the following example (figure 4)

Adding text to a diagram and formatting the text

Step 1 Double click on a shape to enter text There is no need to create

a text box (as required with Microsoft Word or PowerPoint shapes) Visio does this automatically for you (Figure 5) (Visio does still support the creation of text boxes outside of shapes)

Step 2 The default format for text in Visio is Arial 8-point font The most efficient way to format is to enter all of the text then format all of the shapes at once

To do this click on one of the shapes to select it Hold down the Shift key and click on the other shapes you wish to format (Figure 6)

Figure 5

Figure 6

Step 3 With the text selected (Figure 7-B) choose the font style and size

you would like to use from the tool bar (Figure7-A)

7-A 7-B

Adding shapes to a formatted diagram

If you realize that you forgot a step in your diagram Visio provides a fairly simple

solution to this problem Simply select another shape drag it to the diagram and

ndash pause over the connector where you would like to insert the shape When the

scissors icon appears (figure 8) drop the shape enter the text and format it to

match your diagram

Figure 8

Creating a background

Visio provides several standard backgrounds which you can add to your diagram

Step 1 From the menu on the left side of the screen click on ldquoBackgroundsrdquo (Figure 9A)

ndash Step 2 Click on a design drag it over your drawing and drop it You will notice that Visio has added a tab at the bottom of the drawing One tab

is labeled ldquoPage-1rdquo and the second is labeled ldquoVBackgroundrdquo (Figure 9B) For the most part you will be working with Page-1 but you always have the option to

add content to the background page as well The important thing to remember is

that whichever page you add content to is the page you need to do your editing on

Modifying the color scheme

The most efficient way to add color to your drawing is to use the color scheme

functionality which will change your shapes background and text all at once

Step 1 Right-click on your workspace and select ldquoColor Schemesrdquo (Figure 10)

Step 2 The color scheme menu will open select a scheme from the menu and click apply Preview different color schemes then select ldquoOKrdquo when you find one you like (Figure 11)

Figure 10

Figure 11

Step 3 Sometimes you need to change the color of one or two shapes for impact To do this select the shape you wish to change (Figure 12A) then click on the paint bucket tool located in the formatting toolbar Select a color by clicking on it and only the shape you selected will change

Directional Maps Traffic officers can use directional

maps to evaluate traffic patterns Event planners can use directional

maps to provide directions to employees for company events

Sales managers can use directional maps to provide clients with directions to trade shows

Calendars Administrators can use calendars to

keep track of employee holidays Project managers can incorporate

calendars into project management documents to help team members visualize project schedules

Event planners can use calendars to schedule and track events throughout the year

Timelines Project managers can use timelines

to represent project durations and milestones

Supervisors can use timelines to make sure team members understand their deadlines

Documentation specialists can use timelines to track process-completion dates

Brainstorming Diagrams Project managers can use

brainstorming diagrams in team

meetings to analyze and solve

process problems or identify new

product ideas

Writers can visually organize their

ideas with brainstorming diagrams

Project team members can use

brainstorming diagrams to generate

action items

Web Diagrams Intranet site managers can use

Web diagrams as visual aids in

eorganizing departmental intranet sites

Web developers can use maps of their sites to help them inventory files pictures data and other content

Web designers can incorporate Web diagrams into presentations for company meetings

Logical Network Diagrams Network managers can create

logical network diagrams to show high-level views of their networks

IT professionals can use logical network diagrams to determine how geographic locations are interconnected

IT engineers can identify obstacles or backlogs in their network flows

Physical Network Diagrams

Facilities managers can incorporate physical network diagrams into plans for disaster recovery and documents about company assets

Network managers can use physical network diagrams to show the distribution of products throughout their organizations

Employees can refer to physical network diagrams to find printers copy machines and other devices

Floor Plans Architects can use floor plans in

brainstorming sessions to quickly show various layout options

General contractors can use floor plans to configure the best wiring plans for buildings

Facilities managers can annotate proposed floor plans and then return them to the architect for review

Site Plans Facilities managers can use site

plans to design parking lot configurations

Space planners can incorporate site plans into relocation proposals

Contractors and site designers can use site plans to see how buildings fit their surroundings

Process Engineering Diagrams

Process engineers can create process flow diagrams to show piping plans for petroleum plants

Plant operators can use PampIDs to document changes to existing facilities such as boiler systems

Controls operators can use piping diagrams to show how logic diagrams relate to physical pipe plans

Mechanical Engineering Diagrams

Mechanical engineers can diagram hydraulic systems fluid power assemblies and valves

Engineering teams can share and comment on design concepts

Engineers can use 2-D mechanical engineering diagrams with 3-D design systems

Electrical Engineering Diagrams

Electrical engineers can create blueprints schematics and wiring diagrams

Control engineers can use electrical engineering diagrams to design complex industrial control components and systems

Telecommunication engineers can use telecommunications diagrams to share component and service design ideas

Software Diagrams Software engineers can create code

structure diagrams and then test and revise the diagrams during the development process

User interface designers can use software diagrams to create prototypes of dialog boxes menus toolbars and wizards

Usability engineers can use software diagrams to test user interaction with proposed software

Database Model Diagrams Technical support personnel can

use database model diagrams to see and troubleshoot database schemas

Software engineers can design and revise database model diagrams after they brainstorm with colleagues

Trainers can use database model diagrams to show students database structures

Design and manage your networks with network diagrams

1 Start Visio Professional In the Choose Drawing Type window under Category click Network

2 Under Template click Detailed Network Diagram

3 From Network and Peripherals drag an Ethernet or Ring network backbone shape onto the drawing page

4 From the stencils in the Shapes window drag server workstation and other component shapes onto the drawing page and position them around the network backbone shape

5 Select the network backbone shape and then drag a control handle ( ) to a connection point ( ) on one of the surrounding shapes

6 Continue connecting other shapes to the network backbone7 Hide any unnecessary connectors on the network backbone

shape by dragging the corresponding control handle on top of the shape

8 To change the color scheme of your network diagram right-click the drawing page and then click Color Schemes on the shortcut menu Choose a color and then click OK

9 To add text to a network shape select the shape and then type

Prototyping using visio

What is a prototype A model of the final product A way to see what something will be like before it is built A vehicle for exploration A way to validate ideas in a low-risk environment before making a final decision A proof of concept A way to test specific aspects of a design problem A method of communication A way to develop and maintain an understanding of the end result with the development team

Why prototype

Explore - Create a strong design by iterating through ideas rapidly Communicate - Demonstrate progress against time lines in tangible format Collaborate - Enhance collaboration with other teams through clear understanding and a shared vocabulary Validate - Test a design in early stages when changes can be made easily

Prototyping goals

1 Can users work effectively with the interface Visual or information design issues - Can the user find and understand the information on the screen Navigation issues - Does the user understand the meaning of each control - Can they find the controls or information needed to complete their task Efficiency issues - Can the user work quickly enough to meet usability goal

2 Demonstrate the user interface

Communicate the design to developers marketing

management or customers

Walk through proposed navigation design

Match screens and controls to use cases

Demo proposed functionality to internal or external

groups

Lets playhellip

Open visio softwarehelliphellip

Basic Flowchart

Step 1 To open a new Visio drawing go to the Start Menu and select Programs1048774 Visio (Figure 1)

Step 2 Move your cursor over ldquoBusiness Processrdquo and select ldquoBasic Flowchartrdquo

Navigating in Visio

Letrsquos take a few moments to get familiar with the Visio interface (Figure 2)

A the toolbars across the top of the screen are similar to other Microsoft programs such as Word and PowerPoint If you have used these programs before you may notice a few different functionalities which we will explore later

Selecting Help1048774Diagram Gallery is a good way to become familiar with the types of drawings and diagrams that can be created in Visio

B the left side of the screen shows the menus specific to the type of diagram you are creating In this case we see

ndash 1048774 Arrow Shapes ndash 1048774 Backgrounds ndash 1048774 Basic Flowchart Shapes ndash 1048774 Borders and Titles

C the center of the screen shows the diagram workspace which includes the actual diagram page as well as some blank space adjacent to the page

D the right side of the screen shows some help functions Some people may choose to close this window to increase the area for diagram workspace and re-open the help functions when necessary

Step 1 Select a shape from the Shapes menu and drag it to the workspace

Step 2 On the toolbar click the connector tool (Figure 3) The connector tool

will appear highlighted and will remain active until it is deselected

Step 3 With the first shape still selected drag a second shape to the workspace The shapes are connected automatically when the connector tool is turned on

Step 4 Continue adding shapes until you have enough to include all of the

steps in the business process being outlined The example on the next page illustrates a ten step process (figure 4)

Step 5 Shapes can be resized or moved and the connectors will remain intact

At this point your diagram should look something like the following example (figure 4)

Adding text to a diagram and formatting the text

Step 1 Double click on a shape to enter text There is no need to create

a text box (as required with Microsoft Word or PowerPoint shapes) Visio does this automatically for you (Figure 5) (Visio does still support the creation of text boxes outside of shapes)

Step 2 The default format for text in Visio is Arial 8-point font The most efficient way to format is to enter all of the text then format all of the shapes at once

To do this click on one of the shapes to select it Hold down the Shift key and click on the other shapes you wish to format (Figure 6)

Figure 5

Figure 6

Step 3 With the text selected (Figure 7-B) choose the font style and size

you would like to use from the tool bar (Figure7-A)

7-A 7-B

Adding shapes to a formatted diagram

If you realize that you forgot a step in your diagram Visio provides a fairly simple

solution to this problem Simply select another shape drag it to the diagram and

ndash pause over the connector where you would like to insert the shape When the

scissors icon appears (figure 8) drop the shape enter the text and format it to

match your diagram

Figure 8

Creating a background

Visio provides several standard backgrounds which you can add to your diagram

Step 1 From the menu on the left side of the screen click on ldquoBackgroundsrdquo (Figure 9A)

ndash Step 2 Click on a design drag it over your drawing and drop it You will notice that Visio has added a tab at the bottom of the drawing One tab

is labeled ldquoPage-1rdquo and the second is labeled ldquoVBackgroundrdquo (Figure 9B) For the most part you will be working with Page-1 but you always have the option to

add content to the background page as well The important thing to remember is

that whichever page you add content to is the page you need to do your editing on

Modifying the color scheme

The most efficient way to add color to your drawing is to use the color scheme

functionality which will change your shapes background and text all at once

Step 1 Right-click on your workspace and select ldquoColor Schemesrdquo (Figure 10)

Step 2 The color scheme menu will open select a scheme from the menu and click apply Preview different color schemes then select ldquoOKrdquo when you find one you like (Figure 11)

Figure 10

Figure 11

Step 3 Sometimes you need to change the color of one or two shapes for impact To do this select the shape you wish to change (Figure 12A) then click on the paint bucket tool located in the formatting toolbar Select a color by clicking on it and only the shape you selected will change

Calendars Administrators can use calendars to

keep track of employee holidays Project managers can incorporate

calendars into project management documents to help team members visualize project schedules

Event planners can use calendars to schedule and track events throughout the year

Timelines Project managers can use timelines

to represent project durations and milestones

Supervisors can use timelines to make sure team members understand their deadlines

Documentation specialists can use timelines to track process-completion dates

Brainstorming Diagrams Project managers can use

brainstorming diagrams in team

meetings to analyze and solve

process problems or identify new

product ideas

Writers can visually organize their

ideas with brainstorming diagrams

Project team members can use

brainstorming diagrams to generate

action items

Web Diagrams Intranet site managers can use

Web diagrams as visual aids in

eorganizing departmental intranet sites

Web developers can use maps of their sites to help them inventory files pictures data and other content

Web designers can incorporate Web diagrams into presentations for company meetings

Logical Network Diagrams Network managers can create

logical network diagrams to show high-level views of their networks

IT professionals can use logical network diagrams to determine how geographic locations are interconnected

IT engineers can identify obstacles or backlogs in their network flows

Physical Network Diagrams

Facilities managers can incorporate physical network diagrams into plans for disaster recovery and documents about company assets

Network managers can use physical network diagrams to show the distribution of products throughout their organizations

Employees can refer to physical network diagrams to find printers copy machines and other devices

Floor Plans Architects can use floor plans in

brainstorming sessions to quickly show various layout options

General contractors can use floor plans to configure the best wiring plans for buildings

Facilities managers can annotate proposed floor plans and then return them to the architect for review

Site Plans Facilities managers can use site

plans to design parking lot configurations

Space planners can incorporate site plans into relocation proposals

Contractors and site designers can use site plans to see how buildings fit their surroundings

Process Engineering Diagrams

Process engineers can create process flow diagrams to show piping plans for petroleum plants

Plant operators can use PampIDs to document changes to existing facilities such as boiler systems

Controls operators can use piping diagrams to show how logic diagrams relate to physical pipe plans

Mechanical Engineering Diagrams

Mechanical engineers can diagram hydraulic systems fluid power assemblies and valves

Engineering teams can share and comment on design concepts

Engineers can use 2-D mechanical engineering diagrams with 3-D design systems

Electrical Engineering Diagrams

Electrical engineers can create blueprints schematics and wiring diagrams

Control engineers can use electrical engineering diagrams to design complex industrial control components and systems

Telecommunication engineers can use telecommunications diagrams to share component and service design ideas

Software Diagrams Software engineers can create code

structure diagrams and then test and revise the diagrams during the development process

User interface designers can use software diagrams to create prototypes of dialog boxes menus toolbars and wizards

Usability engineers can use software diagrams to test user interaction with proposed software

Database Model Diagrams Technical support personnel can

use database model diagrams to see and troubleshoot database schemas

Software engineers can design and revise database model diagrams after they brainstorm with colleagues

Trainers can use database model diagrams to show students database structures

Design and manage your networks with network diagrams

1 Start Visio Professional In the Choose Drawing Type window under Category click Network

2 Under Template click Detailed Network Diagram

3 From Network and Peripherals drag an Ethernet or Ring network backbone shape onto the drawing page

4 From the stencils in the Shapes window drag server workstation and other component shapes onto the drawing page and position them around the network backbone shape

5 Select the network backbone shape and then drag a control handle ( ) to a connection point ( ) on one of the surrounding shapes

6 Continue connecting other shapes to the network backbone7 Hide any unnecessary connectors on the network backbone

shape by dragging the corresponding control handle on top of the shape

8 To change the color scheme of your network diagram right-click the drawing page and then click Color Schemes on the shortcut menu Choose a color and then click OK

9 To add text to a network shape select the shape and then type

Prototyping using visio

What is a prototype A model of the final product A way to see what something will be like before it is built A vehicle for exploration A way to validate ideas in a low-risk environment before making a final decision A proof of concept A way to test specific aspects of a design problem A method of communication A way to develop and maintain an understanding of the end result with the development team

Why prototype

Explore - Create a strong design by iterating through ideas rapidly Communicate - Demonstrate progress against time lines in tangible format Collaborate - Enhance collaboration with other teams through clear understanding and a shared vocabulary Validate - Test a design in early stages when changes can be made easily

Prototyping goals

1 Can users work effectively with the interface Visual or information design issues - Can the user find and understand the information on the screen Navigation issues - Does the user understand the meaning of each control - Can they find the controls or information needed to complete their task Efficiency issues - Can the user work quickly enough to meet usability goal

2 Demonstrate the user interface

Communicate the design to developers marketing

management or customers

Walk through proposed navigation design

Match screens and controls to use cases

Demo proposed functionality to internal or external

groups

Lets playhellip

Open visio softwarehelliphellip

Basic Flowchart

Step 1 To open a new Visio drawing go to the Start Menu and select Programs1048774 Visio (Figure 1)

Step 2 Move your cursor over ldquoBusiness Processrdquo and select ldquoBasic Flowchartrdquo

Navigating in Visio

Letrsquos take a few moments to get familiar with the Visio interface (Figure 2)

A the toolbars across the top of the screen are similar to other Microsoft programs such as Word and PowerPoint If you have used these programs before you may notice a few different functionalities which we will explore later

Selecting Help1048774Diagram Gallery is a good way to become familiar with the types of drawings and diagrams that can be created in Visio

B the left side of the screen shows the menus specific to the type of diagram you are creating In this case we see

ndash 1048774 Arrow Shapes ndash 1048774 Backgrounds ndash 1048774 Basic Flowchart Shapes ndash 1048774 Borders and Titles

C the center of the screen shows the diagram workspace which includes the actual diagram page as well as some blank space adjacent to the page

D the right side of the screen shows some help functions Some people may choose to close this window to increase the area for diagram workspace and re-open the help functions when necessary

Step 1 Select a shape from the Shapes menu and drag it to the workspace

Step 2 On the toolbar click the connector tool (Figure 3) The connector tool

will appear highlighted and will remain active until it is deselected

Step 3 With the first shape still selected drag a second shape to the workspace The shapes are connected automatically when the connector tool is turned on

Step 4 Continue adding shapes until you have enough to include all of the

steps in the business process being outlined The example on the next page illustrates a ten step process (figure 4)

Step 5 Shapes can be resized or moved and the connectors will remain intact

At this point your diagram should look something like the following example (figure 4)

Adding text to a diagram and formatting the text

Step 1 Double click on a shape to enter text There is no need to create

a text box (as required with Microsoft Word or PowerPoint shapes) Visio does this automatically for you (Figure 5) (Visio does still support the creation of text boxes outside of shapes)

Step 2 The default format for text in Visio is Arial 8-point font The most efficient way to format is to enter all of the text then format all of the shapes at once

To do this click on one of the shapes to select it Hold down the Shift key and click on the other shapes you wish to format (Figure 6)

Figure 5

Figure 6

Step 3 With the text selected (Figure 7-B) choose the font style and size

you would like to use from the tool bar (Figure7-A)

7-A 7-B

Adding shapes to a formatted diagram

If you realize that you forgot a step in your diagram Visio provides a fairly simple

solution to this problem Simply select another shape drag it to the diagram and

ndash pause over the connector where you would like to insert the shape When the

scissors icon appears (figure 8) drop the shape enter the text and format it to

match your diagram

Figure 8

Creating a background

Visio provides several standard backgrounds which you can add to your diagram

Step 1 From the menu on the left side of the screen click on ldquoBackgroundsrdquo (Figure 9A)

ndash Step 2 Click on a design drag it over your drawing and drop it You will notice that Visio has added a tab at the bottom of the drawing One tab

is labeled ldquoPage-1rdquo and the second is labeled ldquoVBackgroundrdquo (Figure 9B) For the most part you will be working with Page-1 but you always have the option to

add content to the background page as well The important thing to remember is

that whichever page you add content to is the page you need to do your editing on

Modifying the color scheme

The most efficient way to add color to your drawing is to use the color scheme

functionality which will change your shapes background and text all at once

Step 1 Right-click on your workspace and select ldquoColor Schemesrdquo (Figure 10)

Step 2 The color scheme menu will open select a scheme from the menu and click apply Preview different color schemes then select ldquoOKrdquo when you find one you like (Figure 11)

Figure 10

Figure 11

Step 3 Sometimes you need to change the color of one or two shapes for impact To do this select the shape you wish to change (Figure 12A) then click on the paint bucket tool located in the formatting toolbar Select a color by clicking on it and only the shape you selected will change

Timelines Project managers can use timelines

to represent project durations and milestones

Supervisors can use timelines to make sure team members understand their deadlines

Documentation specialists can use timelines to track process-completion dates

Brainstorming Diagrams Project managers can use

brainstorming diagrams in team

meetings to analyze and solve

process problems or identify new

product ideas

Writers can visually organize their

ideas with brainstorming diagrams

Project team members can use

brainstorming diagrams to generate

action items

Web Diagrams Intranet site managers can use

Web diagrams as visual aids in

eorganizing departmental intranet sites

Web developers can use maps of their sites to help them inventory files pictures data and other content

Web designers can incorporate Web diagrams into presentations for company meetings

Logical Network Diagrams Network managers can create

logical network diagrams to show high-level views of their networks

IT professionals can use logical network diagrams to determine how geographic locations are interconnected

IT engineers can identify obstacles or backlogs in their network flows

Physical Network Diagrams

Facilities managers can incorporate physical network diagrams into plans for disaster recovery and documents about company assets

Network managers can use physical network diagrams to show the distribution of products throughout their organizations

Employees can refer to physical network diagrams to find printers copy machines and other devices

Floor Plans Architects can use floor plans in

brainstorming sessions to quickly show various layout options

General contractors can use floor plans to configure the best wiring plans for buildings

Facilities managers can annotate proposed floor plans and then return them to the architect for review

Site Plans Facilities managers can use site

plans to design parking lot configurations

Space planners can incorporate site plans into relocation proposals

Contractors and site designers can use site plans to see how buildings fit their surroundings

Process Engineering Diagrams

Process engineers can create process flow diagrams to show piping plans for petroleum plants

Plant operators can use PampIDs to document changes to existing facilities such as boiler systems

Controls operators can use piping diagrams to show how logic diagrams relate to physical pipe plans

Mechanical Engineering Diagrams

Mechanical engineers can diagram hydraulic systems fluid power assemblies and valves

Engineering teams can share and comment on design concepts

Engineers can use 2-D mechanical engineering diagrams with 3-D design systems

Electrical Engineering Diagrams

Electrical engineers can create blueprints schematics and wiring diagrams

Control engineers can use electrical engineering diagrams to design complex industrial control components and systems

Telecommunication engineers can use telecommunications diagrams to share component and service design ideas

Software Diagrams Software engineers can create code

structure diagrams and then test and revise the diagrams during the development process

User interface designers can use software diagrams to create prototypes of dialog boxes menus toolbars and wizards

Usability engineers can use software diagrams to test user interaction with proposed software

Database Model Diagrams Technical support personnel can

use database model diagrams to see and troubleshoot database schemas

Software engineers can design and revise database model diagrams after they brainstorm with colleagues

Trainers can use database model diagrams to show students database structures

Design and manage your networks with network diagrams

1 Start Visio Professional In the Choose Drawing Type window under Category click Network

2 Under Template click Detailed Network Diagram

3 From Network and Peripherals drag an Ethernet or Ring network backbone shape onto the drawing page

4 From the stencils in the Shapes window drag server workstation and other component shapes onto the drawing page and position them around the network backbone shape

5 Select the network backbone shape and then drag a control handle ( ) to a connection point ( ) on one of the surrounding shapes

6 Continue connecting other shapes to the network backbone7 Hide any unnecessary connectors on the network backbone

shape by dragging the corresponding control handle on top of the shape

8 To change the color scheme of your network diagram right-click the drawing page and then click Color Schemes on the shortcut menu Choose a color and then click OK

9 To add text to a network shape select the shape and then type

Prototyping using visio

What is a prototype A model of the final product A way to see what something will be like before it is built A vehicle for exploration A way to validate ideas in a low-risk environment before making a final decision A proof of concept A way to test specific aspects of a design problem A method of communication A way to develop and maintain an understanding of the end result with the development team

Why prototype

Explore - Create a strong design by iterating through ideas rapidly Communicate - Demonstrate progress against time lines in tangible format Collaborate - Enhance collaboration with other teams through clear understanding and a shared vocabulary Validate - Test a design in early stages when changes can be made easily

Prototyping goals

1 Can users work effectively with the interface Visual or information design issues - Can the user find and understand the information on the screen Navigation issues - Does the user understand the meaning of each control - Can they find the controls or information needed to complete their task Efficiency issues - Can the user work quickly enough to meet usability goal

2 Demonstrate the user interface

Communicate the design to developers marketing

management or customers

Walk through proposed navigation design

Match screens and controls to use cases

Demo proposed functionality to internal or external

groups

Lets playhellip

Open visio softwarehelliphellip

Basic Flowchart

Step 1 To open a new Visio drawing go to the Start Menu and select Programs1048774 Visio (Figure 1)

Step 2 Move your cursor over ldquoBusiness Processrdquo and select ldquoBasic Flowchartrdquo

Navigating in Visio

Letrsquos take a few moments to get familiar with the Visio interface (Figure 2)

A the toolbars across the top of the screen are similar to other Microsoft programs such as Word and PowerPoint If you have used these programs before you may notice a few different functionalities which we will explore later

Selecting Help1048774Diagram Gallery is a good way to become familiar with the types of drawings and diagrams that can be created in Visio

B the left side of the screen shows the menus specific to the type of diagram you are creating In this case we see

ndash 1048774 Arrow Shapes ndash 1048774 Backgrounds ndash 1048774 Basic Flowchart Shapes ndash 1048774 Borders and Titles

C the center of the screen shows the diagram workspace which includes the actual diagram page as well as some blank space adjacent to the page

D the right side of the screen shows some help functions Some people may choose to close this window to increase the area for diagram workspace and re-open the help functions when necessary

Step 1 Select a shape from the Shapes menu and drag it to the workspace

Step 2 On the toolbar click the connector tool (Figure 3) The connector tool

will appear highlighted and will remain active until it is deselected

Step 3 With the first shape still selected drag a second shape to the workspace The shapes are connected automatically when the connector tool is turned on

Step 4 Continue adding shapes until you have enough to include all of the

steps in the business process being outlined The example on the next page illustrates a ten step process (figure 4)

Step 5 Shapes can be resized or moved and the connectors will remain intact

At this point your diagram should look something like the following example (figure 4)

Adding text to a diagram and formatting the text

Step 1 Double click on a shape to enter text There is no need to create

a text box (as required with Microsoft Word or PowerPoint shapes) Visio does this automatically for you (Figure 5) (Visio does still support the creation of text boxes outside of shapes)

Step 2 The default format for text in Visio is Arial 8-point font The most efficient way to format is to enter all of the text then format all of the shapes at once

To do this click on one of the shapes to select it Hold down the Shift key and click on the other shapes you wish to format (Figure 6)

Figure 5

Figure 6

Step 3 With the text selected (Figure 7-B) choose the font style and size

you would like to use from the tool bar (Figure7-A)

7-A 7-B

Adding shapes to a formatted diagram

If you realize that you forgot a step in your diagram Visio provides a fairly simple

solution to this problem Simply select another shape drag it to the diagram and

ndash pause over the connector where you would like to insert the shape When the

scissors icon appears (figure 8) drop the shape enter the text and format it to

match your diagram

Figure 8

Creating a background

Visio provides several standard backgrounds which you can add to your diagram

Step 1 From the menu on the left side of the screen click on ldquoBackgroundsrdquo (Figure 9A)

ndash Step 2 Click on a design drag it over your drawing and drop it You will notice that Visio has added a tab at the bottom of the drawing One tab

is labeled ldquoPage-1rdquo and the second is labeled ldquoVBackgroundrdquo (Figure 9B) For the most part you will be working with Page-1 but you always have the option to

add content to the background page as well The important thing to remember is

that whichever page you add content to is the page you need to do your editing on

Modifying the color scheme

The most efficient way to add color to your drawing is to use the color scheme

functionality which will change your shapes background and text all at once

Step 1 Right-click on your workspace and select ldquoColor Schemesrdquo (Figure 10)

Step 2 The color scheme menu will open select a scheme from the menu and click apply Preview different color schemes then select ldquoOKrdquo when you find one you like (Figure 11)

Figure 10

Figure 11

Step 3 Sometimes you need to change the color of one or two shapes for impact To do this select the shape you wish to change (Figure 12A) then click on the paint bucket tool located in the formatting toolbar Select a color by clicking on it and only the shape you selected will change

Brainstorming Diagrams Project managers can use

brainstorming diagrams in team

meetings to analyze and solve

process problems or identify new

product ideas

Writers can visually organize their

ideas with brainstorming diagrams

Project team members can use

brainstorming diagrams to generate

action items

Web Diagrams Intranet site managers can use

Web diagrams as visual aids in

eorganizing departmental intranet sites

Web developers can use maps of their sites to help them inventory files pictures data and other content

Web designers can incorporate Web diagrams into presentations for company meetings

Logical Network Diagrams Network managers can create

logical network diagrams to show high-level views of their networks

IT professionals can use logical network diagrams to determine how geographic locations are interconnected

IT engineers can identify obstacles or backlogs in their network flows

Physical Network Diagrams

Facilities managers can incorporate physical network diagrams into plans for disaster recovery and documents about company assets

Network managers can use physical network diagrams to show the distribution of products throughout their organizations

Employees can refer to physical network diagrams to find printers copy machines and other devices

Floor Plans Architects can use floor plans in

brainstorming sessions to quickly show various layout options

General contractors can use floor plans to configure the best wiring plans for buildings

Facilities managers can annotate proposed floor plans and then return them to the architect for review

Site Plans Facilities managers can use site

plans to design parking lot configurations

Space planners can incorporate site plans into relocation proposals

Contractors and site designers can use site plans to see how buildings fit their surroundings

Process Engineering Diagrams

Process engineers can create process flow diagrams to show piping plans for petroleum plants

Plant operators can use PampIDs to document changes to existing facilities such as boiler systems

Controls operators can use piping diagrams to show how logic diagrams relate to physical pipe plans

Mechanical Engineering Diagrams

Mechanical engineers can diagram hydraulic systems fluid power assemblies and valves

Engineering teams can share and comment on design concepts

Engineers can use 2-D mechanical engineering diagrams with 3-D design systems

Electrical Engineering Diagrams

Electrical engineers can create blueprints schematics and wiring diagrams

Control engineers can use electrical engineering diagrams to design complex industrial control components and systems

Telecommunication engineers can use telecommunications diagrams to share component and service design ideas

Software Diagrams Software engineers can create code

structure diagrams and then test and revise the diagrams during the development process

User interface designers can use software diagrams to create prototypes of dialog boxes menus toolbars and wizards

Usability engineers can use software diagrams to test user interaction with proposed software

Database Model Diagrams Technical support personnel can

use database model diagrams to see and troubleshoot database schemas

Software engineers can design and revise database model diagrams after they brainstorm with colleagues

Trainers can use database model diagrams to show students database structures

Design and manage your networks with network diagrams

1 Start Visio Professional In the Choose Drawing Type window under Category click Network

2 Under Template click Detailed Network Diagram

3 From Network and Peripherals drag an Ethernet or Ring network backbone shape onto the drawing page

4 From the stencils in the Shapes window drag server workstation and other component shapes onto the drawing page and position them around the network backbone shape

5 Select the network backbone shape and then drag a control handle ( ) to a connection point ( ) on one of the surrounding shapes

6 Continue connecting other shapes to the network backbone7 Hide any unnecessary connectors on the network backbone

shape by dragging the corresponding control handle on top of the shape

8 To change the color scheme of your network diagram right-click the drawing page and then click Color Schemes on the shortcut menu Choose a color and then click OK

9 To add text to a network shape select the shape and then type

Prototyping using visio

What is a prototype A model of the final product A way to see what something will be like before it is built A vehicle for exploration A way to validate ideas in a low-risk environment before making a final decision A proof of concept A way to test specific aspects of a design problem A method of communication A way to develop and maintain an understanding of the end result with the development team

Why prototype

Explore - Create a strong design by iterating through ideas rapidly Communicate - Demonstrate progress against time lines in tangible format Collaborate - Enhance collaboration with other teams through clear understanding and a shared vocabulary Validate - Test a design in early stages when changes can be made easily

Prototyping goals

1 Can users work effectively with the interface Visual or information design issues - Can the user find and understand the information on the screen Navigation issues - Does the user understand the meaning of each control - Can they find the controls or information needed to complete their task Efficiency issues - Can the user work quickly enough to meet usability goal

2 Demonstrate the user interface

Communicate the design to developers marketing

management or customers

Walk through proposed navigation design

Match screens and controls to use cases

Demo proposed functionality to internal or external

groups

Lets playhellip

Open visio softwarehelliphellip

Basic Flowchart

Step 1 To open a new Visio drawing go to the Start Menu and select Programs1048774 Visio (Figure 1)

Step 2 Move your cursor over ldquoBusiness Processrdquo and select ldquoBasic Flowchartrdquo

Navigating in Visio

Letrsquos take a few moments to get familiar with the Visio interface (Figure 2)

A the toolbars across the top of the screen are similar to other Microsoft programs such as Word and PowerPoint If you have used these programs before you may notice a few different functionalities which we will explore later

Selecting Help1048774Diagram Gallery is a good way to become familiar with the types of drawings and diagrams that can be created in Visio

B the left side of the screen shows the menus specific to the type of diagram you are creating In this case we see

ndash 1048774 Arrow Shapes ndash 1048774 Backgrounds ndash 1048774 Basic Flowchart Shapes ndash 1048774 Borders and Titles

C the center of the screen shows the diagram workspace which includes the actual diagram page as well as some blank space adjacent to the page

D the right side of the screen shows some help functions Some people may choose to close this window to increase the area for diagram workspace and re-open the help functions when necessary

Step 1 Select a shape from the Shapes menu and drag it to the workspace

Step 2 On the toolbar click the connector tool (Figure 3) The connector tool

will appear highlighted and will remain active until it is deselected

Step 3 With the first shape still selected drag a second shape to the workspace The shapes are connected automatically when the connector tool is turned on

Step 4 Continue adding shapes until you have enough to include all of the

steps in the business process being outlined The example on the next page illustrates a ten step process (figure 4)

Step 5 Shapes can be resized or moved and the connectors will remain intact

At this point your diagram should look something like the following example (figure 4)

Adding text to a diagram and formatting the text

Step 1 Double click on a shape to enter text There is no need to create

a text box (as required with Microsoft Word or PowerPoint shapes) Visio does this automatically for you (Figure 5) (Visio does still support the creation of text boxes outside of shapes)

Step 2 The default format for text in Visio is Arial 8-point font The most efficient way to format is to enter all of the text then format all of the shapes at once

To do this click on one of the shapes to select it Hold down the Shift key and click on the other shapes you wish to format (Figure 6)

Figure 5

Figure 6

Step 3 With the text selected (Figure 7-B) choose the font style and size

you would like to use from the tool bar (Figure7-A)

7-A 7-B

Adding shapes to a formatted diagram

If you realize that you forgot a step in your diagram Visio provides a fairly simple

solution to this problem Simply select another shape drag it to the diagram and

ndash pause over the connector where you would like to insert the shape When the

scissors icon appears (figure 8) drop the shape enter the text and format it to

match your diagram

Figure 8

Creating a background

Visio provides several standard backgrounds which you can add to your diagram

Step 1 From the menu on the left side of the screen click on ldquoBackgroundsrdquo (Figure 9A)

ndash Step 2 Click on a design drag it over your drawing and drop it You will notice that Visio has added a tab at the bottom of the drawing One tab

is labeled ldquoPage-1rdquo and the second is labeled ldquoVBackgroundrdquo (Figure 9B) For the most part you will be working with Page-1 but you always have the option to

add content to the background page as well The important thing to remember is

that whichever page you add content to is the page you need to do your editing on

Modifying the color scheme

The most efficient way to add color to your drawing is to use the color scheme

functionality which will change your shapes background and text all at once

Step 1 Right-click on your workspace and select ldquoColor Schemesrdquo (Figure 10)

Step 2 The color scheme menu will open select a scheme from the menu and click apply Preview different color schemes then select ldquoOKrdquo when you find one you like (Figure 11)

Figure 10

Figure 11

Step 3 Sometimes you need to change the color of one or two shapes for impact To do this select the shape you wish to change (Figure 12A) then click on the paint bucket tool located in the formatting toolbar Select a color by clicking on it and only the shape you selected will change

Web Diagrams Intranet site managers can use

Web diagrams as visual aids in

eorganizing departmental intranet sites

Web developers can use maps of their sites to help them inventory files pictures data and other content

Web designers can incorporate Web diagrams into presentations for company meetings

Logical Network Diagrams Network managers can create

logical network diagrams to show high-level views of their networks

IT professionals can use logical network diagrams to determine how geographic locations are interconnected

IT engineers can identify obstacles or backlogs in their network flows

Physical Network Diagrams

Facilities managers can incorporate physical network diagrams into plans for disaster recovery and documents about company assets

Network managers can use physical network diagrams to show the distribution of products throughout their organizations

Employees can refer to physical network diagrams to find printers copy machines and other devices

Floor Plans Architects can use floor plans in

brainstorming sessions to quickly show various layout options

General contractors can use floor plans to configure the best wiring plans for buildings

Facilities managers can annotate proposed floor plans and then return them to the architect for review

Site Plans Facilities managers can use site

plans to design parking lot configurations

Space planners can incorporate site plans into relocation proposals

Contractors and site designers can use site plans to see how buildings fit their surroundings

Process Engineering Diagrams

Process engineers can create process flow diagrams to show piping plans for petroleum plants

Plant operators can use PampIDs to document changes to existing facilities such as boiler systems

Controls operators can use piping diagrams to show how logic diagrams relate to physical pipe plans

Mechanical Engineering Diagrams

Mechanical engineers can diagram hydraulic systems fluid power assemblies and valves

Engineering teams can share and comment on design concepts

Engineers can use 2-D mechanical engineering diagrams with 3-D design systems

Electrical Engineering Diagrams

Electrical engineers can create blueprints schematics and wiring diagrams

Control engineers can use electrical engineering diagrams to design complex industrial control components and systems

Telecommunication engineers can use telecommunications diagrams to share component and service design ideas

Software Diagrams Software engineers can create code

structure diagrams and then test and revise the diagrams during the development process

User interface designers can use software diagrams to create prototypes of dialog boxes menus toolbars and wizards

Usability engineers can use software diagrams to test user interaction with proposed software

Database Model Diagrams Technical support personnel can

use database model diagrams to see and troubleshoot database schemas

Software engineers can design and revise database model diagrams after they brainstorm with colleagues

Trainers can use database model diagrams to show students database structures

Design and manage your networks with network diagrams

1 Start Visio Professional In the Choose Drawing Type window under Category click Network

2 Under Template click Detailed Network Diagram

3 From Network and Peripherals drag an Ethernet or Ring network backbone shape onto the drawing page

4 From the stencils in the Shapes window drag server workstation and other component shapes onto the drawing page and position them around the network backbone shape

5 Select the network backbone shape and then drag a control handle ( ) to a connection point ( ) on one of the surrounding shapes

6 Continue connecting other shapes to the network backbone7 Hide any unnecessary connectors on the network backbone

shape by dragging the corresponding control handle on top of the shape

8 To change the color scheme of your network diagram right-click the drawing page and then click Color Schemes on the shortcut menu Choose a color and then click OK

9 To add text to a network shape select the shape and then type

Prototyping using visio

What is a prototype A model of the final product A way to see what something will be like before it is built A vehicle for exploration A way to validate ideas in a low-risk environment before making a final decision A proof of concept A way to test specific aspects of a design problem A method of communication A way to develop and maintain an understanding of the end result with the development team

Why prototype

Explore - Create a strong design by iterating through ideas rapidly Communicate - Demonstrate progress against time lines in tangible format Collaborate - Enhance collaboration with other teams through clear understanding and a shared vocabulary Validate - Test a design in early stages when changes can be made easily

Prototyping goals

1 Can users work effectively with the interface Visual or information design issues - Can the user find and understand the information on the screen Navigation issues - Does the user understand the meaning of each control - Can they find the controls or information needed to complete their task Efficiency issues - Can the user work quickly enough to meet usability goal

2 Demonstrate the user interface

Communicate the design to developers marketing

management or customers

Walk through proposed navigation design

Match screens and controls to use cases

Demo proposed functionality to internal or external

groups

Lets playhellip

Open visio softwarehelliphellip

Basic Flowchart

Step 1 To open a new Visio drawing go to the Start Menu and select Programs1048774 Visio (Figure 1)

Step 2 Move your cursor over ldquoBusiness Processrdquo and select ldquoBasic Flowchartrdquo

Navigating in Visio

Letrsquos take a few moments to get familiar with the Visio interface (Figure 2)

A the toolbars across the top of the screen are similar to other Microsoft programs such as Word and PowerPoint If you have used these programs before you may notice a few different functionalities which we will explore later

Selecting Help1048774Diagram Gallery is a good way to become familiar with the types of drawings and diagrams that can be created in Visio

B the left side of the screen shows the menus specific to the type of diagram you are creating In this case we see

ndash 1048774 Arrow Shapes ndash 1048774 Backgrounds ndash 1048774 Basic Flowchart Shapes ndash 1048774 Borders and Titles

C the center of the screen shows the diagram workspace which includes the actual diagram page as well as some blank space adjacent to the page

D the right side of the screen shows some help functions Some people may choose to close this window to increase the area for diagram workspace and re-open the help functions when necessary

Step 1 Select a shape from the Shapes menu and drag it to the workspace

Step 2 On the toolbar click the connector tool (Figure 3) The connector tool

will appear highlighted and will remain active until it is deselected

Step 3 With the first shape still selected drag a second shape to the workspace The shapes are connected automatically when the connector tool is turned on

Step 4 Continue adding shapes until you have enough to include all of the

steps in the business process being outlined The example on the next page illustrates a ten step process (figure 4)

Step 5 Shapes can be resized or moved and the connectors will remain intact

At this point your diagram should look something like the following example (figure 4)

Adding text to a diagram and formatting the text

Step 1 Double click on a shape to enter text There is no need to create

a text box (as required with Microsoft Word or PowerPoint shapes) Visio does this automatically for you (Figure 5) (Visio does still support the creation of text boxes outside of shapes)

Step 2 The default format for text in Visio is Arial 8-point font The most efficient way to format is to enter all of the text then format all of the shapes at once

To do this click on one of the shapes to select it Hold down the Shift key and click on the other shapes you wish to format (Figure 6)

Figure 5

Figure 6

Step 3 With the text selected (Figure 7-B) choose the font style and size

you would like to use from the tool bar (Figure7-A)

7-A 7-B

Adding shapes to a formatted diagram

If you realize that you forgot a step in your diagram Visio provides a fairly simple

solution to this problem Simply select another shape drag it to the diagram and

ndash pause over the connector where you would like to insert the shape When the

scissors icon appears (figure 8) drop the shape enter the text and format it to

match your diagram

Figure 8

Creating a background

Visio provides several standard backgrounds which you can add to your diagram

Step 1 From the menu on the left side of the screen click on ldquoBackgroundsrdquo (Figure 9A)

ndash Step 2 Click on a design drag it over your drawing and drop it You will notice that Visio has added a tab at the bottom of the drawing One tab

is labeled ldquoPage-1rdquo and the second is labeled ldquoVBackgroundrdquo (Figure 9B) For the most part you will be working with Page-1 but you always have the option to

add content to the background page as well The important thing to remember is

that whichever page you add content to is the page you need to do your editing on

Modifying the color scheme

The most efficient way to add color to your drawing is to use the color scheme

functionality which will change your shapes background and text all at once

Step 1 Right-click on your workspace and select ldquoColor Schemesrdquo (Figure 10)

Step 2 The color scheme menu will open select a scheme from the menu and click apply Preview different color schemes then select ldquoOKrdquo when you find one you like (Figure 11)

Figure 10

Figure 11

Step 3 Sometimes you need to change the color of one or two shapes for impact To do this select the shape you wish to change (Figure 12A) then click on the paint bucket tool located in the formatting toolbar Select a color by clicking on it and only the shape you selected will change

Logical Network Diagrams Network managers can create

logical network diagrams to show high-level views of their networks

IT professionals can use logical network diagrams to determine how geographic locations are interconnected

IT engineers can identify obstacles or backlogs in their network flows

Physical Network Diagrams

Facilities managers can incorporate physical network diagrams into plans for disaster recovery and documents about company assets

Network managers can use physical network diagrams to show the distribution of products throughout their organizations

Employees can refer to physical network diagrams to find printers copy machines and other devices

Floor Plans Architects can use floor plans in

brainstorming sessions to quickly show various layout options

General contractors can use floor plans to configure the best wiring plans for buildings

Facilities managers can annotate proposed floor plans and then return them to the architect for review

Site Plans Facilities managers can use site

plans to design parking lot configurations

Space planners can incorporate site plans into relocation proposals

Contractors and site designers can use site plans to see how buildings fit their surroundings

Process Engineering Diagrams

Process engineers can create process flow diagrams to show piping plans for petroleum plants

Plant operators can use PampIDs to document changes to existing facilities such as boiler systems

Controls operators can use piping diagrams to show how logic diagrams relate to physical pipe plans

Mechanical Engineering Diagrams

Mechanical engineers can diagram hydraulic systems fluid power assemblies and valves

Engineering teams can share and comment on design concepts

Engineers can use 2-D mechanical engineering diagrams with 3-D design systems

Electrical Engineering Diagrams

Electrical engineers can create blueprints schematics and wiring diagrams

Control engineers can use electrical engineering diagrams to design complex industrial control components and systems

Telecommunication engineers can use telecommunications diagrams to share component and service design ideas

Software Diagrams Software engineers can create code

structure diagrams and then test and revise the diagrams during the development process

User interface designers can use software diagrams to create prototypes of dialog boxes menus toolbars and wizards

Usability engineers can use software diagrams to test user interaction with proposed software

Database Model Diagrams Technical support personnel can

use database model diagrams to see and troubleshoot database schemas

Software engineers can design and revise database model diagrams after they brainstorm with colleagues

Trainers can use database model diagrams to show students database structures

Design and manage your networks with network diagrams

1 Start Visio Professional In the Choose Drawing Type window under Category click Network

2 Under Template click Detailed Network Diagram

3 From Network and Peripherals drag an Ethernet or Ring network backbone shape onto the drawing page

4 From the stencils in the Shapes window drag server workstation and other component shapes onto the drawing page and position them around the network backbone shape

5 Select the network backbone shape and then drag a control handle ( ) to a connection point ( ) on one of the surrounding shapes

6 Continue connecting other shapes to the network backbone7 Hide any unnecessary connectors on the network backbone

shape by dragging the corresponding control handle on top of the shape

8 To change the color scheme of your network diagram right-click the drawing page and then click Color Schemes on the shortcut menu Choose a color and then click OK

9 To add text to a network shape select the shape and then type

Prototyping using visio

What is a prototype A model of the final product A way to see what something will be like before it is built A vehicle for exploration A way to validate ideas in a low-risk environment before making a final decision A proof of concept A way to test specific aspects of a design problem A method of communication A way to develop and maintain an understanding of the end result with the development team

Why prototype

Explore - Create a strong design by iterating through ideas rapidly Communicate - Demonstrate progress against time lines in tangible format Collaborate - Enhance collaboration with other teams through clear understanding and a shared vocabulary Validate - Test a design in early stages when changes can be made easily

Prototyping goals

1 Can users work effectively with the interface Visual or information design issues - Can the user find and understand the information on the screen Navigation issues - Does the user understand the meaning of each control - Can they find the controls or information needed to complete their task Efficiency issues - Can the user work quickly enough to meet usability goal

2 Demonstrate the user interface

Communicate the design to developers marketing

management or customers

Walk through proposed navigation design

Match screens and controls to use cases

Demo proposed functionality to internal or external

groups

Lets playhellip

Open visio softwarehelliphellip

Basic Flowchart

Step 1 To open a new Visio drawing go to the Start Menu and select Programs1048774 Visio (Figure 1)

Step 2 Move your cursor over ldquoBusiness Processrdquo and select ldquoBasic Flowchartrdquo

Navigating in Visio

Letrsquos take a few moments to get familiar with the Visio interface (Figure 2)

A the toolbars across the top of the screen are similar to other Microsoft programs such as Word and PowerPoint If you have used these programs before you may notice a few different functionalities which we will explore later

Selecting Help1048774Diagram Gallery is a good way to become familiar with the types of drawings and diagrams that can be created in Visio

B the left side of the screen shows the menus specific to the type of diagram you are creating In this case we see

ndash 1048774 Arrow Shapes ndash 1048774 Backgrounds ndash 1048774 Basic Flowchart Shapes ndash 1048774 Borders and Titles

C the center of the screen shows the diagram workspace which includes the actual diagram page as well as some blank space adjacent to the page

D the right side of the screen shows some help functions Some people may choose to close this window to increase the area for diagram workspace and re-open the help functions when necessary

Step 1 Select a shape from the Shapes menu and drag it to the workspace

Step 2 On the toolbar click the connector tool (Figure 3) The connector tool

will appear highlighted and will remain active until it is deselected

Step 3 With the first shape still selected drag a second shape to the workspace The shapes are connected automatically when the connector tool is turned on

Step 4 Continue adding shapes until you have enough to include all of the

steps in the business process being outlined The example on the next page illustrates a ten step process (figure 4)

Step 5 Shapes can be resized or moved and the connectors will remain intact

At this point your diagram should look something like the following example (figure 4)

Adding text to a diagram and formatting the text

Step 1 Double click on a shape to enter text There is no need to create

a text box (as required with Microsoft Word or PowerPoint shapes) Visio does this automatically for you (Figure 5) (Visio does still support the creation of text boxes outside of shapes)

Step 2 The default format for text in Visio is Arial 8-point font The most efficient way to format is to enter all of the text then format all of the shapes at once

To do this click on one of the shapes to select it Hold down the Shift key and click on the other shapes you wish to format (Figure 6)

Figure 5

Figure 6

Step 3 With the text selected (Figure 7-B) choose the font style and size

you would like to use from the tool bar (Figure7-A)

7-A 7-B

Adding shapes to a formatted diagram

If you realize that you forgot a step in your diagram Visio provides a fairly simple

solution to this problem Simply select another shape drag it to the diagram and

ndash pause over the connector where you would like to insert the shape When the

scissors icon appears (figure 8) drop the shape enter the text and format it to

match your diagram

Figure 8

Creating a background

Visio provides several standard backgrounds which you can add to your diagram

Step 1 From the menu on the left side of the screen click on ldquoBackgroundsrdquo (Figure 9A)

ndash Step 2 Click on a design drag it over your drawing and drop it You will notice that Visio has added a tab at the bottom of the drawing One tab

is labeled ldquoPage-1rdquo and the second is labeled ldquoVBackgroundrdquo (Figure 9B) For the most part you will be working with Page-1 but you always have the option to

add content to the background page as well The important thing to remember is

that whichever page you add content to is the page you need to do your editing on

Modifying the color scheme

The most efficient way to add color to your drawing is to use the color scheme

functionality which will change your shapes background and text all at once

Step 1 Right-click on your workspace and select ldquoColor Schemesrdquo (Figure 10)

Step 2 The color scheme menu will open select a scheme from the menu and click apply Preview different color schemes then select ldquoOKrdquo when you find one you like (Figure 11)

Figure 10

Figure 11

Step 3 Sometimes you need to change the color of one or two shapes for impact To do this select the shape you wish to change (Figure 12A) then click on the paint bucket tool located in the formatting toolbar Select a color by clicking on it and only the shape you selected will change

Physical Network Diagrams

Facilities managers can incorporate physical network diagrams into plans for disaster recovery and documents about company assets

Network managers can use physical network diagrams to show the distribution of products throughout their organizations

Employees can refer to physical network diagrams to find printers copy machines and other devices

Floor Plans Architects can use floor plans in

brainstorming sessions to quickly show various layout options

General contractors can use floor plans to configure the best wiring plans for buildings

Facilities managers can annotate proposed floor plans and then return them to the architect for review

Site Plans Facilities managers can use site

plans to design parking lot configurations

Space planners can incorporate site plans into relocation proposals

Contractors and site designers can use site plans to see how buildings fit their surroundings

Process Engineering Diagrams

Process engineers can create process flow diagrams to show piping plans for petroleum plants

Plant operators can use PampIDs to document changes to existing facilities such as boiler systems

Controls operators can use piping diagrams to show how logic diagrams relate to physical pipe plans

Mechanical Engineering Diagrams

Mechanical engineers can diagram hydraulic systems fluid power assemblies and valves

Engineering teams can share and comment on design concepts

Engineers can use 2-D mechanical engineering diagrams with 3-D design systems

Electrical Engineering Diagrams

Electrical engineers can create blueprints schematics and wiring diagrams

Control engineers can use electrical engineering diagrams to design complex industrial control components and systems

Telecommunication engineers can use telecommunications diagrams to share component and service design ideas

Software Diagrams Software engineers can create code

structure diagrams and then test and revise the diagrams during the development process

User interface designers can use software diagrams to create prototypes of dialog boxes menus toolbars and wizards

Usability engineers can use software diagrams to test user interaction with proposed software

Database Model Diagrams Technical support personnel can

use database model diagrams to see and troubleshoot database schemas

Software engineers can design and revise database model diagrams after they brainstorm with colleagues

Trainers can use database model diagrams to show students database structures

Design and manage your networks with network diagrams

1 Start Visio Professional In the Choose Drawing Type window under Category click Network

2 Under Template click Detailed Network Diagram

3 From Network and Peripherals drag an Ethernet or Ring network backbone shape onto the drawing page

4 From the stencils in the Shapes window drag server workstation and other component shapes onto the drawing page and position them around the network backbone shape

5 Select the network backbone shape and then drag a control handle ( ) to a connection point ( ) on one of the surrounding shapes

6 Continue connecting other shapes to the network backbone7 Hide any unnecessary connectors on the network backbone

shape by dragging the corresponding control handle on top of the shape

8 To change the color scheme of your network diagram right-click the drawing page and then click Color Schemes on the shortcut menu Choose a color and then click OK

9 To add text to a network shape select the shape and then type

Prototyping using visio

What is a prototype A model of the final product A way to see what something will be like before it is built A vehicle for exploration A way to validate ideas in a low-risk environment before making a final decision A proof of concept A way to test specific aspects of a design problem A method of communication A way to develop and maintain an understanding of the end result with the development team

Why prototype

Explore - Create a strong design by iterating through ideas rapidly Communicate - Demonstrate progress against time lines in tangible format Collaborate - Enhance collaboration with other teams through clear understanding and a shared vocabulary Validate - Test a design in early stages when changes can be made easily

Prototyping goals

1 Can users work effectively with the interface Visual or information design issues - Can the user find and understand the information on the screen Navigation issues - Does the user understand the meaning of each control - Can they find the controls or information needed to complete their task Efficiency issues - Can the user work quickly enough to meet usability goal

2 Demonstrate the user interface

Communicate the design to developers marketing

management or customers

Walk through proposed navigation design

Match screens and controls to use cases

Demo proposed functionality to internal or external

groups

Lets playhellip

Open visio softwarehelliphellip

Basic Flowchart

Step 1 To open a new Visio drawing go to the Start Menu and select Programs1048774 Visio (Figure 1)

Step 2 Move your cursor over ldquoBusiness Processrdquo and select ldquoBasic Flowchartrdquo

Navigating in Visio

Letrsquos take a few moments to get familiar with the Visio interface (Figure 2)

A the toolbars across the top of the screen are similar to other Microsoft programs such as Word and PowerPoint If you have used these programs before you may notice a few different functionalities which we will explore later

Selecting Help1048774Diagram Gallery is a good way to become familiar with the types of drawings and diagrams that can be created in Visio

B the left side of the screen shows the menus specific to the type of diagram you are creating In this case we see

ndash 1048774 Arrow Shapes ndash 1048774 Backgrounds ndash 1048774 Basic Flowchart Shapes ndash 1048774 Borders and Titles

C the center of the screen shows the diagram workspace which includes the actual diagram page as well as some blank space adjacent to the page

D the right side of the screen shows some help functions Some people may choose to close this window to increase the area for diagram workspace and re-open the help functions when necessary

Step 1 Select a shape from the Shapes menu and drag it to the workspace

Step 2 On the toolbar click the connector tool (Figure 3) The connector tool

will appear highlighted and will remain active until it is deselected

Step 3 With the first shape still selected drag a second shape to the workspace The shapes are connected automatically when the connector tool is turned on

Step 4 Continue adding shapes until you have enough to include all of the

steps in the business process being outlined The example on the next page illustrates a ten step process (figure 4)

Step 5 Shapes can be resized or moved and the connectors will remain intact

At this point your diagram should look something like the following example (figure 4)

Adding text to a diagram and formatting the text

Step 1 Double click on a shape to enter text There is no need to create

a text box (as required with Microsoft Word or PowerPoint shapes) Visio does this automatically for you (Figure 5) (Visio does still support the creation of text boxes outside of shapes)

Step 2 The default format for text in Visio is Arial 8-point font The most efficient way to format is to enter all of the text then format all of the shapes at once

To do this click on one of the shapes to select it Hold down the Shift key and click on the other shapes you wish to format (Figure 6)

Figure 5

Figure 6

Step 3 With the text selected (Figure 7-B) choose the font style and size

you would like to use from the tool bar (Figure7-A)

7-A 7-B

Adding shapes to a formatted diagram

If you realize that you forgot a step in your diagram Visio provides a fairly simple

solution to this problem Simply select another shape drag it to the diagram and

ndash pause over the connector where you would like to insert the shape When the

scissors icon appears (figure 8) drop the shape enter the text and format it to

match your diagram

Figure 8

Creating a background

Visio provides several standard backgrounds which you can add to your diagram

Step 1 From the menu on the left side of the screen click on ldquoBackgroundsrdquo (Figure 9A)

ndash Step 2 Click on a design drag it over your drawing and drop it You will notice that Visio has added a tab at the bottom of the drawing One tab

is labeled ldquoPage-1rdquo and the second is labeled ldquoVBackgroundrdquo (Figure 9B) For the most part you will be working with Page-1 but you always have the option to

add content to the background page as well The important thing to remember is

that whichever page you add content to is the page you need to do your editing on

Modifying the color scheme

The most efficient way to add color to your drawing is to use the color scheme

functionality which will change your shapes background and text all at once

Step 1 Right-click on your workspace and select ldquoColor Schemesrdquo (Figure 10)

Step 2 The color scheme menu will open select a scheme from the menu and click apply Preview different color schemes then select ldquoOKrdquo when you find one you like (Figure 11)

Figure 10

Figure 11

Step 3 Sometimes you need to change the color of one or two shapes for impact To do this select the shape you wish to change (Figure 12A) then click on the paint bucket tool located in the formatting toolbar Select a color by clicking on it and only the shape you selected will change

Floor Plans Architects can use floor plans in

brainstorming sessions to quickly show various layout options

General contractors can use floor plans to configure the best wiring plans for buildings

Facilities managers can annotate proposed floor plans and then return them to the architect for review

Site Plans Facilities managers can use site

plans to design parking lot configurations

Space planners can incorporate site plans into relocation proposals

Contractors and site designers can use site plans to see how buildings fit their surroundings

Process Engineering Diagrams

Process engineers can create process flow diagrams to show piping plans for petroleum plants

Plant operators can use PampIDs to document changes to existing facilities such as boiler systems

Controls operators can use piping diagrams to show how logic diagrams relate to physical pipe plans

Mechanical Engineering Diagrams

Mechanical engineers can diagram hydraulic systems fluid power assemblies and valves

Engineering teams can share and comment on design concepts

Engineers can use 2-D mechanical engineering diagrams with 3-D design systems

Electrical Engineering Diagrams

Electrical engineers can create blueprints schematics and wiring diagrams

Control engineers can use electrical engineering diagrams to design complex industrial control components and systems

Telecommunication engineers can use telecommunications diagrams to share component and service design ideas

Software Diagrams Software engineers can create code

structure diagrams and then test and revise the diagrams during the development process

User interface designers can use software diagrams to create prototypes of dialog boxes menus toolbars and wizards

Usability engineers can use software diagrams to test user interaction with proposed software

Database Model Diagrams Technical support personnel can

use database model diagrams to see and troubleshoot database schemas

Software engineers can design and revise database model diagrams after they brainstorm with colleagues

Trainers can use database model diagrams to show students database structures

Design and manage your networks with network diagrams

1 Start Visio Professional In the Choose Drawing Type window under Category click Network

2 Under Template click Detailed Network Diagram

3 From Network and Peripherals drag an Ethernet or Ring network backbone shape onto the drawing page

4 From the stencils in the Shapes window drag server workstation and other component shapes onto the drawing page and position them around the network backbone shape

5 Select the network backbone shape and then drag a control handle ( ) to a connection point ( ) on one of the surrounding shapes

6 Continue connecting other shapes to the network backbone7 Hide any unnecessary connectors on the network backbone

shape by dragging the corresponding control handle on top of the shape

8 To change the color scheme of your network diagram right-click the drawing page and then click Color Schemes on the shortcut menu Choose a color and then click OK

9 To add text to a network shape select the shape and then type

Prototyping using visio

What is a prototype A model of the final product A way to see what something will be like before it is built A vehicle for exploration A way to validate ideas in a low-risk environment before making a final decision A proof of concept A way to test specific aspects of a design problem A method of communication A way to develop and maintain an understanding of the end result with the development team

Why prototype

Explore - Create a strong design by iterating through ideas rapidly Communicate - Demonstrate progress against time lines in tangible format Collaborate - Enhance collaboration with other teams through clear understanding and a shared vocabulary Validate - Test a design in early stages when changes can be made easily

Prototyping goals

1 Can users work effectively with the interface Visual or information design issues - Can the user find and understand the information on the screen Navigation issues - Does the user understand the meaning of each control - Can they find the controls or information needed to complete their task Efficiency issues - Can the user work quickly enough to meet usability goal

2 Demonstrate the user interface

Communicate the design to developers marketing

management or customers

Walk through proposed navigation design

Match screens and controls to use cases

Demo proposed functionality to internal or external

groups

Lets playhellip

Open visio softwarehelliphellip

Basic Flowchart

Step 1 To open a new Visio drawing go to the Start Menu and select Programs1048774 Visio (Figure 1)

Step 2 Move your cursor over ldquoBusiness Processrdquo and select ldquoBasic Flowchartrdquo

Navigating in Visio

Letrsquos take a few moments to get familiar with the Visio interface (Figure 2)

A the toolbars across the top of the screen are similar to other Microsoft programs such as Word and PowerPoint If you have used these programs before you may notice a few different functionalities which we will explore later

Selecting Help1048774Diagram Gallery is a good way to become familiar with the types of drawings and diagrams that can be created in Visio

B the left side of the screen shows the menus specific to the type of diagram you are creating In this case we see

ndash 1048774 Arrow Shapes ndash 1048774 Backgrounds ndash 1048774 Basic Flowchart Shapes ndash 1048774 Borders and Titles

C the center of the screen shows the diagram workspace which includes the actual diagram page as well as some blank space adjacent to the page

D the right side of the screen shows some help functions Some people may choose to close this window to increase the area for diagram workspace and re-open the help functions when necessary

Step 1 Select a shape from the Shapes menu and drag it to the workspace

Step 2 On the toolbar click the connector tool (Figure 3) The connector tool

will appear highlighted and will remain active until it is deselected

Step 3 With the first shape still selected drag a second shape to the workspace The shapes are connected automatically when the connector tool is turned on

Step 4 Continue adding shapes until you have enough to include all of the

steps in the business process being outlined The example on the next page illustrates a ten step process (figure 4)

Step 5 Shapes can be resized or moved and the connectors will remain intact

At this point your diagram should look something like the following example (figure 4)

Adding text to a diagram and formatting the text

Step 1 Double click on a shape to enter text There is no need to create

a text box (as required with Microsoft Word or PowerPoint shapes) Visio does this automatically for you (Figure 5) (Visio does still support the creation of text boxes outside of shapes)

Step 2 The default format for text in Visio is Arial 8-point font The most efficient way to format is to enter all of the text then format all of the shapes at once

To do this click on one of the shapes to select it Hold down the Shift key and click on the other shapes you wish to format (Figure 6)

Figure 5

Figure 6

Step 3 With the text selected (Figure 7-B) choose the font style and size

you would like to use from the tool bar (Figure7-A)

7-A 7-B

Adding shapes to a formatted diagram

If you realize that you forgot a step in your diagram Visio provides a fairly simple

solution to this problem Simply select another shape drag it to the diagram and

ndash pause over the connector where you would like to insert the shape When the

scissors icon appears (figure 8) drop the shape enter the text and format it to

match your diagram

Figure 8

Creating a background

Visio provides several standard backgrounds which you can add to your diagram

Step 1 From the menu on the left side of the screen click on ldquoBackgroundsrdquo (Figure 9A)

ndash Step 2 Click on a design drag it over your drawing and drop it You will notice that Visio has added a tab at the bottom of the drawing One tab

is labeled ldquoPage-1rdquo and the second is labeled ldquoVBackgroundrdquo (Figure 9B) For the most part you will be working with Page-1 but you always have the option to

add content to the background page as well The important thing to remember is

that whichever page you add content to is the page you need to do your editing on

Modifying the color scheme

The most efficient way to add color to your drawing is to use the color scheme

functionality which will change your shapes background and text all at once

Step 1 Right-click on your workspace and select ldquoColor Schemesrdquo (Figure 10)

Step 2 The color scheme menu will open select a scheme from the menu and click apply Preview different color schemes then select ldquoOKrdquo when you find one you like (Figure 11)

Figure 10

Figure 11

Step 3 Sometimes you need to change the color of one or two shapes for impact To do this select the shape you wish to change (Figure 12A) then click on the paint bucket tool located in the formatting toolbar Select a color by clicking on it and only the shape you selected will change

Site Plans Facilities managers can use site

plans to design parking lot configurations

Space planners can incorporate site plans into relocation proposals

Contractors and site designers can use site plans to see how buildings fit their surroundings

Process Engineering Diagrams

Process engineers can create process flow diagrams to show piping plans for petroleum plants

Plant operators can use PampIDs to document changes to existing facilities such as boiler systems

Controls operators can use piping diagrams to show how logic diagrams relate to physical pipe plans

Mechanical Engineering Diagrams

Mechanical engineers can diagram hydraulic systems fluid power assemblies and valves

Engineering teams can share and comment on design concepts

Engineers can use 2-D mechanical engineering diagrams with 3-D design systems

Electrical Engineering Diagrams

Electrical engineers can create blueprints schematics and wiring diagrams

Control engineers can use electrical engineering diagrams to design complex industrial control components and systems

Telecommunication engineers can use telecommunications diagrams to share component and service design ideas

Software Diagrams Software engineers can create code

structure diagrams and then test and revise the diagrams during the development process

User interface designers can use software diagrams to create prototypes of dialog boxes menus toolbars and wizards

Usability engineers can use software diagrams to test user interaction with proposed software

Database Model Diagrams Technical support personnel can

use database model diagrams to see and troubleshoot database schemas

Software engineers can design and revise database model diagrams after they brainstorm with colleagues

Trainers can use database model diagrams to show students database structures

Design and manage your networks with network diagrams

1 Start Visio Professional In the Choose Drawing Type window under Category click Network

2 Under Template click Detailed Network Diagram

3 From Network and Peripherals drag an Ethernet or Ring network backbone shape onto the drawing page

4 From the stencils in the Shapes window drag server workstation and other component shapes onto the drawing page and position them around the network backbone shape

5 Select the network backbone shape and then drag a control handle ( ) to a connection point ( ) on one of the surrounding shapes

6 Continue connecting other shapes to the network backbone7 Hide any unnecessary connectors on the network backbone

shape by dragging the corresponding control handle on top of the shape

8 To change the color scheme of your network diagram right-click the drawing page and then click Color Schemes on the shortcut menu Choose a color and then click OK

9 To add text to a network shape select the shape and then type

Prototyping using visio

What is a prototype A model of the final product A way to see what something will be like before it is built A vehicle for exploration A way to validate ideas in a low-risk environment before making a final decision A proof of concept A way to test specific aspects of a design problem A method of communication A way to develop and maintain an understanding of the end result with the development team

Why prototype

Explore - Create a strong design by iterating through ideas rapidly Communicate - Demonstrate progress against time lines in tangible format Collaborate - Enhance collaboration with other teams through clear understanding and a shared vocabulary Validate - Test a design in early stages when changes can be made easily

Prototyping goals

1 Can users work effectively with the interface Visual or information design issues - Can the user find and understand the information on the screen Navigation issues - Does the user understand the meaning of each control - Can they find the controls or information needed to complete their task Efficiency issues - Can the user work quickly enough to meet usability goal

2 Demonstrate the user interface

Communicate the design to developers marketing

management or customers

Walk through proposed navigation design

Match screens and controls to use cases

Demo proposed functionality to internal or external

groups

Lets playhellip

Open visio softwarehelliphellip

Basic Flowchart

Step 1 To open a new Visio drawing go to the Start Menu and select Programs1048774 Visio (Figure 1)

Step 2 Move your cursor over ldquoBusiness Processrdquo and select ldquoBasic Flowchartrdquo

Navigating in Visio

Letrsquos take a few moments to get familiar with the Visio interface (Figure 2)

A the toolbars across the top of the screen are similar to other Microsoft programs such as Word and PowerPoint If you have used these programs before you may notice a few different functionalities which we will explore later

Selecting Help1048774Diagram Gallery is a good way to become familiar with the types of drawings and diagrams that can be created in Visio

B the left side of the screen shows the menus specific to the type of diagram you are creating In this case we see

ndash 1048774 Arrow Shapes ndash 1048774 Backgrounds ndash 1048774 Basic Flowchart Shapes ndash 1048774 Borders and Titles

C the center of the screen shows the diagram workspace which includes the actual diagram page as well as some blank space adjacent to the page

D the right side of the screen shows some help functions Some people may choose to close this window to increase the area for diagram workspace and re-open the help functions when necessary

Step 1 Select a shape from the Shapes menu and drag it to the workspace

Step 2 On the toolbar click the connector tool (Figure 3) The connector tool

will appear highlighted and will remain active until it is deselected

Step 3 With the first shape still selected drag a second shape to the workspace The shapes are connected automatically when the connector tool is turned on

Step 4 Continue adding shapes until you have enough to include all of the

steps in the business process being outlined The example on the next page illustrates a ten step process (figure 4)

Step 5 Shapes can be resized or moved and the connectors will remain intact

At this point your diagram should look something like the following example (figure 4)

Adding text to a diagram and formatting the text

Step 1 Double click on a shape to enter text There is no need to create

a text box (as required with Microsoft Word or PowerPoint shapes) Visio does this automatically for you (Figure 5) (Visio does still support the creation of text boxes outside of shapes)

Step 2 The default format for text in Visio is Arial 8-point font The most efficient way to format is to enter all of the text then format all of the shapes at once

To do this click on one of the shapes to select it Hold down the Shift key and click on the other shapes you wish to format (Figure 6)

Figure 5

Figure 6

Step 3 With the text selected (Figure 7-B) choose the font style and size

you would like to use from the tool bar (Figure7-A)

7-A 7-B

Adding shapes to a formatted diagram

If you realize that you forgot a step in your diagram Visio provides a fairly simple

solution to this problem Simply select another shape drag it to the diagram and

ndash pause over the connector where you would like to insert the shape When the

scissors icon appears (figure 8) drop the shape enter the text and format it to

match your diagram

Figure 8

Creating a background

Visio provides several standard backgrounds which you can add to your diagram

Step 1 From the menu on the left side of the screen click on ldquoBackgroundsrdquo (Figure 9A)

ndash Step 2 Click on a design drag it over your drawing and drop it You will notice that Visio has added a tab at the bottom of the drawing One tab

is labeled ldquoPage-1rdquo and the second is labeled ldquoVBackgroundrdquo (Figure 9B) For the most part you will be working with Page-1 but you always have the option to

add content to the background page as well The important thing to remember is

that whichever page you add content to is the page you need to do your editing on

Modifying the color scheme

The most efficient way to add color to your drawing is to use the color scheme

functionality which will change your shapes background and text all at once

Step 1 Right-click on your workspace and select ldquoColor Schemesrdquo (Figure 10)

Step 2 The color scheme menu will open select a scheme from the menu and click apply Preview different color schemes then select ldquoOKrdquo when you find one you like (Figure 11)

Figure 10

Figure 11

Step 3 Sometimes you need to change the color of one or two shapes for impact To do this select the shape you wish to change (Figure 12A) then click on the paint bucket tool located in the formatting toolbar Select a color by clicking on it and only the shape you selected will change

Process Engineering Diagrams

Process engineers can create process flow diagrams to show piping plans for petroleum plants

Plant operators can use PampIDs to document changes to existing facilities such as boiler systems

Controls operators can use piping diagrams to show how logic diagrams relate to physical pipe plans

Mechanical Engineering Diagrams

Mechanical engineers can diagram hydraulic systems fluid power assemblies and valves

Engineering teams can share and comment on design concepts

Engineers can use 2-D mechanical engineering diagrams with 3-D design systems

Electrical Engineering Diagrams

Electrical engineers can create blueprints schematics and wiring diagrams

Control engineers can use electrical engineering diagrams to design complex industrial control components and systems

Telecommunication engineers can use telecommunications diagrams to share component and service design ideas

Software Diagrams Software engineers can create code

structure diagrams and then test and revise the diagrams during the development process

User interface designers can use software diagrams to create prototypes of dialog boxes menus toolbars and wizards

Usability engineers can use software diagrams to test user interaction with proposed software

Database Model Diagrams Technical support personnel can

use database model diagrams to see and troubleshoot database schemas

Software engineers can design and revise database model diagrams after they brainstorm with colleagues

Trainers can use database model diagrams to show students database structures

Design and manage your networks with network diagrams

1 Start Visio Professional In the Choose Drawing Type window under Category click Network

2 Under Template click Detailed Network Diagram

3 From Network and Peripherals drag an Ethernet or Ring network backbone shape onto the drawing page

4 From the stencils in the Shapes window drag server workstation and other component shapes onto the drawing page and position them around the network backbone shape

5 Select the network backbone shape and then drag a control handle ( ) to a connection point ( ) on one of the surrounding shapes

6 Continue connecting other shapes to the network backbone7 Hide any unnecessary connectors on the network backbone

shape by dragging the corresponding control handle on top of the shape

8 To change the color scheme of your network diagram right-click the drawing page and then click Color Schemes on the shortcut menu Choose a color and then click OK

9 To add text to a network shape select the shape and then type

Prototyping using visio

What is a prototype A model of the final product A way to see what something will be like before it is built A vehicle for exploration A way to validate ideas in a low-risk environment before making a final decision A proof of concept A way to test specific aspects of a design problem A method of communication A way to develop and maintain an understanding of the end result with the development team

Why prototype

Explore - Create a strong design by iterating through ideas rapidly Communicate - Demonstrate progress against time lines in tangible format Collaborate - Enhance collaboration with other teams through clear understanding and a shared vocabulary Validate - Test a design in early stages when changes can be made easily

Prototyping goals

1 Can users work effectively with the interface Visual or information design issues - Can the user find and understand the information on the screen Navigation issues - Does the user understand the meaning of each control - Can they find the controls or information needed to complete their task Efficiency issues - Can the user work quickly enough to meet usability goal

2 Demonstrate the user interface

Communicate the design to developers marketing

management or customers

Walk through proposed navigation design

Match screens and controls to use cases

Demo proposed functionality to internal or external

groups

Lets playhellip

Open visio softwarehelliphellip

Basic Flowchart

Step 1 To open a new Visio drawing go to the Start Menu and select Programs1048774 Visio (Figure 1)

Step 2 Move your cursor over ldquoBusiness Processrdquo and select ldquoBasic Flowchartrdquo

Navigating in Visio

Letrsquos take a few moments to get familiar with the Visio interface (Figure 2)

A the toolbars across the top of the screen are similar to other Microsoft programs such as Word and PowerPoint If you have used these programs before you may notice a few different functionalities which we will explore later

Selecting Help1048774Diagram Gallery is a good way to become familiar with the types of drawings and diagrams that can be created in Visio

B the left side of the screen shows the menus specific to the type of diagram you are creating In this case we see

ndash 1048774 Arrow Shapes ndash 1048774 Backgrounds ndash 1048774 Basic Flowchart Shapes ndash 1048774 Borders and Titles

C the center of the screen shows the diagram workspace which includes the actual diagram page as well as some blank space adjacent to the page

D the right side of the screen shows some help functions Some people may choose to close this window to increase the area for diagram workspace and re-open the help functions when necessary

Step 1 Select a shape from the Shapes menu and drag it to the workspace

Step 2 On the toolbar click the connector tool (Figure 3) The connector tool

will appear highlighted and will remain active until it is deselected

Step 3 With the first shape still selected drag a second shape to the workspace The shapes are connected automatically when the connector tool is turned on

Step 4 Continue adding shapes until you have enough to include all of the

steps in the business process being outlined The example on the next page illustrates a ten step process (figure 4)

Step 5 Shapes can be resized or moved and the connectors will remain intact

At this point your diagram should look something like the following example (figure 4)

Adding text to a diagram and formatting the text

Step 1 Double click on a shape to enter text There is no need to create

a text box (as required with Microsoft Word or PowerPoint shapes) Visio does this automatically for you (Figure 5) (Visio does still support the creation of text boxes outside of shapes)

Step 2 The default format for text in Visio is Arial 8-point font The most efficient way to format is to enter all of the text then format all of the shapes at once

To do this click on one of the shapes to select it Hold down the Shift key and click on the other shapes you wish to format (Figure 6)

Figure 5

Figure 6

Step 3 With the text selected (Figure 7-B) choose the font style and size

you would like to use from the tool bar (Figure7-A)

7-A 7-B

Adding shapes to a formatted diagram

If you realize that you forgot a step in your diagram Visio provides a fairly simple

solution to this problem Simply select another shape drag it to the diagram and

ndash pause over the connector where you would like to insert the shape When the

scissors icon appears (figure 8) drop the shape enter the text and format it to

match your diagram

Figure 8

Creating a background

Visio provides several standard backgrounds which you can add to your diagram

Step 1 From the menu on the left side of the screen click on ldquoBackgroundsrdquo (Figure 9A)

ndash Step 2 Click on a design drag it over your drawing and drop it You will notice that Visio has added a tab at the bottom of the drawing One tab

is labeled ldquoPage-1rdquo and the second is labeled ldquoVBackgroundrdquo (Figure 9B) For the most part you will be working with Page-1 but you always have the option to

add content to the background page as well The important thing to remember is

that whichever page you add content to is the page you need to do your editing on

Modifying the color scheme

The most efficient way to add color to your drawing is to use the color scheme

functionality which will change your shapes background and text all at once

Step 1 Right-click on your workspace and select ldquoColor Schemesrdquo (Figure 10)

Step 2 The color scheme menu will open select a scheme from the menu and click apply Preview different color schemes then select ldquoOKrdquo when you find one you like (Figure 11)

Figure 10

Figure 11

Step 3 Sometimes you need to change the color of one or two shapes for impact To do this select the shape you wish to change (Figure 12A) then click on the paint bucket tool located in the formatting toolbar Select a color by clicking on it and only the shape you selected will change

Mechanical Engineering Diagrams

Mechanical engineers can diagram hydraulic systems fluid power assemblies and valves

Engineering teams can share and comment on design concepts

Engineers can use 2-D mechanical engineering diagrams with 3-D design systems

Electrical Engineering Diagrams

Electrical engineers can create blueprints schematics and wiring diagrams

Control engineers can use electrical engineering diagrams to design complex industrial control components and systems

Telecommunication engineers can use telecommunications diagrams to share component and service design ideas

Software Diagrams Software engineers can create code

structure diagrams and then test and revise the diagrams during the development process

User interface designers can use software diagrams to create prototypes of dialog boxes menus toolbars and wizards

Usability engineers can use software diagrams to test user interaction with proposed software

Database Model Diagrams Technical support personnel can

use database model diagrams to see and troubleshoot database schemas

Software engineers can design and revise database model diagrams after they brainstorm with colleagues

Trainers can use database model diagrams to show students database structures

Design and manage your networks with network diagrams

1 Start Visio Professional In the Choose Drawing Type window under Category click Network

2 Under Template click Detailed Network Diagram

3 From Network and Peripherals drag an Ethernet or Ring network backbone shape onto the drawing page

4 From the stencils in the Shapes window drag server workstation and other component shapes onto the drawing page and position them around the network backbone shape

5 Select the network backbone shape and then drag a control handle ( ) to a connection point ( ) on one of the surrounding shapes

6 Continue connecting other shapes to the network backbone7 Hide any unnecessary connectors on the network backbone

shape by dragging the corresponding control handle on top of the shape

8 To change the color scheme of your network diagram right-click the drawing page and then click Color Schemes on the shortcut menu Choose a color and then click OK

9 To add text to a network shape select the shape and then type

Prototyping using visio

What is a prototype A model of the final product A way to see what something will be like before it is built A vehicle for exploration A way to validate ideas in a low-risk environment before making a final decision A proof of concept A way to test specific aspects of a design problem A method of communication A way to develop and maintain an understanding of the end result with the development team

Why prototype

Explore - Create a strong design by iterating through ideas rapidly Communicate - Demonstrate progress against time lines in tangible format Collaborate - Enhance collaboration with other teams through clear understanding and a shared vocabulary Validate - Test a design in early stages when changes can be made easily

Prototyping goals

1 Can users work effectively with the interface Visual or information design issues - Can the user find and understand the information on the screen Navigation issues - Does the user understand the meaning of each control - Can they find the controls or information needed to complete their task Efficiency issues - Can the user work quickly enough to meet usability goal

2 Demonstrate the user interface

Communicate the design to developers marketing

management or customers

Walk through proposed navigation design

Match screens and controls to use cases

Demo proposed functionality to internal or external

groups

Lets playhellip

Open visio softwarehelliphellip

Basic Flowchart

Step 1 To open a new Visio drawing go to the Start Menu and select Programs1048774 Visio (Figure 1)

Step 2 Move your cursor over ldquoBusiness Processrdquo and select ldquoBasic Flowchartrdquo

Navigating in Visio

Letrsquos take a few moments to get familiar with the Visio interface (Figure 2)

A the toolbars across the top of the screen are similar to other Microsoft programs such as Word and PowerPoint If you have used these programs before you may notice a few different functionalities which we will explore later

Selecting Help1048774Diagram Gallery is a good way to become familiar with the types of drawings and diagrams that can be created in Visio

B the left side of the screen shows the menus specific to the type of diagram you are creating In this case we see

ndash 1048774 Arrow Shapes ndash 1048774 Backgrounds ndash 1048774 Basic Flowchart Shapes ndash 1048774 Borders and Titles

C the center of the screen shows the diagram workspace which includes the actual diagram page as well as some blank space adjacent to the page

D the right side of the screen shows some help functions Some people may choose to close this window to increase the area for diagram workspace and re-open the help functions when necessary

Step 1 Select a shape from the Shapes menu and drag it to the workspace

Step 2 On the toolbar click the connector tool (Figure 3) The connector tool

will appear highlighted and will remain active until it is deselected

Step 3 With the first shape still selected drag a second shape to the workspace The shapes are connected automatically when the connector tool is turned on

Step 4 Continue adding shapes until you have enough to include all of the

steps in the business process being outlined The example on the next page illustrates a ten step process (figure 4)

Step 5 Shapes can be resized or moved and the connectors will remain intact

At this point your diagram should look something like the following example (figure 4)

Adding text to a diagram and formatting the text

Step 1 Double click on a shape to enter text There is no need to create

a text box (as required with Microsoft Word or PowerPoint shapes) Visio does this automatically for you (Figure 5) (Visio does still support the creation of text boxes outside of shapes)

Step 2 The default format for text in Visio is Arial 8-point font The most efficient way to format is to enter all of the text then format all of the shapes at once

To do this click on one of the shapes to select it Hold down the Shift key and click on the other shapes you wish to format (Figure 6)

Figure 5

Figure 6

Step 3 With the text selected (Figure 7-B) choose the font style and size

you would like to use from the tool bar (Figure7-A)

7-A 7-B

Adding shapes to a formatted diagram

If you realize that you forgot a step in your diagram Visio provides a fairly simple

solution to this problem Simply select another shape drag it to the diagram and

ndash pause over the connector where you would like to insert the shape When the

scissors icon appears (figure 8) drop the shape enter the text and format it to

match your diagram

Figure 8

Creating a background

Visio provides several standard backgrounds which you can add to your diagram

Step 1 From the menu on the left side of the screen click on ldquoBackgroundsrdquo (Figure 9A)

ndash Step 2 Click on a design drag it over your drawing and drop it You will notice that Visio has added a tab at the bottom of the drawing One tab

is labeled ldquoPage-1rdquo and the second is labeled ldquoVBackgroundrdquo (Figure 9B) For the most part you will be working with Page-1 but you always have the option to

add content to the background page as well The important thing to remember is

that whichever page you add content to is the page you need to do your editing on

Modifying the color scheme

The most efficient way to add color to your drawing is to use the color scheme

functionality which will change your shapes background and text all at once

Step 1 Right-click on your workspace and select ldquoColor Schemesrdquo (Figure 10)

Step 2 The color scheme menu will open select a scheme from the menu and click apply Preview different color schemes then select ldquoOKrdquo when you find one you like (Figure 11)

Figure 10

Figure 11

Step 3 Sometimes you need to change the color of one or two shapes for impact To do this select the shape you wish to change (Figure 12A) then click on the paint bucket tool located in the formatting toolbar Select a color by clicking on it and only the shape you selected will change

Electrical Engineering Diagrams

Electrical engineers can create blueprints schematics and wiring diagrams

Control engineers can use electrical engineering diagrams to design complex industrial control components and systems

Telecommunication engineers can use telecommunications diagrams to share component and service design ideas

Software Diagrams Software engineers can create code

structure diagrams and then test and revise the diagrams during the development process

User interface designers can use software diagrams to create prototypes of dialog boxes menus toolbars and wizards

Usability engineers can use software diagrams to test user interaction with proposed software

Database Model Diagrams Technical support personnel can

use database model diagrams to see and troubleshoot database schemas

Software engineers can design and revise database model diagrams after they brainstorm with colleagues

Trainers can use database model diagrams to show students database structures

Design and manage your networks with network diagrams

1 Start Visio Professional In the Choose Drawing Type window under Category click Network

2 Under Template click Detailed Network Diagram

3 From Network and Peripherals drag an Ethernet or Ring network backbone shape onto the drawing page

4 From the stencils in the Shapes window drag server workstation and other component shapes onto the drawing page and position them around the network backbone shape

5 Select the network backbone shape and then drag a control handle ( ) to a connection point ( ) on one of the surrounding shapes

6 Continue connecting other shapes to the network backbone7 Hide any unnecessary connectors on the network backbone

shape by dragging the corresponding control handle on top of the shape

8 To change the color scheme of your network diagram right-click the drawing page and then click Color Schemes on the shortcut menu Choose a color and then click OK

9 To add text to a network shape select the shape and then type

Prototyping using visio

What is a prototype A model of the final product A way to see what something will be like before it is built A vehicle for exploration A way to validate ideas in a low-risk environment before making a final decision A proof of concept A way to test specific aspects of a design problem A method of communication A way to develop and maintain an understanding of the end result with the development team

Why prototype

Explore - Create a strong design by iterating through ideas rapidly Communicate - Demonstrate progress against time lines in tangible format Collaborate - Enhance collaboration with other teams through clear understanding and a shared vocabulary Validate - Test a design in early stages when changes can be made easily

Prototyping goals

1 Can users work effectively with the interface Visual or information design issues - Can the user find and understand the information on the screen Navigation issues - Does the user understand the meaning of each control - Can they find the controls or information needed to complete their task Efficiency issues - Can the user work quickly enough to meet usability goal

2 Demonstrate the user interface

Communicate the design to developers marketing

management or customers

Walk through proposed navigation design

Match screens and controls to use cases

Demo proposed functionality to internal or external

groups

Lets playhellip

Open visio softwarehelliphellip

Basic Flowchart

Step 1 To open a new Visio drawing go to the Start Menu and select Programs1048774 Visio (Figure 1)

Step 2 Move your cursor over ldquoBusiness Processrdquo and select ldquoBasic Flowchartrdquo

Navigating in Visio

Letrsquos take a few moments to get familiar with the Visio interface (Figure 2)

A the toolbars across the top of the screen are similar to other Microsoft programs such as Word and PowerPoint If you have used these programs before you may notice a few different functionalities which we will explore later

Selecting Help1048774Diagram Gallery is a good way to become familiar with the types of drawings and diagrams that can be created in Visio

B the left side of the screen shows the menus specific to the type of diagram you are creating In this case we see

ndash 1048774 Arrow Shapes ndash 1048774 Backgrounds ndash 1048774 Basic Flowchart Shapes ndash 1048774 Borders and Titles

C the center of the screen shows the diagram workspace which includes the actual diagram page as well as some blank space adjacent to the page

D the right side of the screen shows some help functions Some people may choose to close this window to increase the area for diagram workspace and re-open the help functions when necessary

Step 1 Select a shape from the Shapes menu and drag it to the workspace

Step 2 On the toolbar click the connector tool (Figure 3) The connector tool

will appear highlighted and will remain active until it is deselected

Step 3 With the first shape still selected drag a second shape to the workspace The shapes are connected automatically when the connector tool is turned on

Step 4 Continue adding shapes until you have enough to include all of the

steps in the business process being outlined The example on the next page illustrates a ten step process (figure 4)

Step 5 Shapes can be resized or moved and the connectors will remain intact

At this point your diagram should look something like the following example (figure 4)

Adding text to a diagram and formatting the text

Step 1 Double click on a shape to enter text There is no need to create

a text box (as required with Microsoft Word or PowerPoint shapes) Visio does this automatically for you (Figure 5) (Visio does still support the creation of text boxes outside of shapes)

Step 2 The default format for text in Visio is Arial 8-point font The most efficient way to format is to enter all of the text then format all of the shapes at once

To do this click on one of the shapes to select it Hold down the Shift key and click on the other shapes you wish to format (Figure 6)

Figure 5

Figure 6

Step 3 With the text selected (Figure 7-B) choose the font style and size

you would like to use from the tool bar (Figure7-A)

7-A 7-B

Adding shapes to a formatted diagram

If you realize that you forgot a step in your diagram Visio provides a fairly simple

solution to this problem Simply select another shape drag it to the diagram and

ndash pause over the connector where you would like to insert the shape When the

scissors icon appears (figure 8) drop the shape enter the text and format it to

match your diagram

Figure 8

Creating a background

Visio provides several standard backgrounds which you can add to your diagram

Step 1 From the menu on the left side of the screen click on ldquoBackgroundsrdquo (Figure 9A)

ndash Step 2 Click on a design drag it over your drawing and drop it You will notice that Visio has added a tab at the bottom of the drawing One tab

is labeled ldquoPage-1rdquo and the second is labeled ldquoVBackgroundrdquo (Figure 9B) For the most part you will be working with Page-1 but you always have the option to

add content to the background page as well The important thing to remember is

that whichever page you add content to is the page you need to do your editing on

Modifying the color scheme

The most efficient way to add color to your drawing is to use the color scheme

functionality which will change your shapes background and text all at once

Step 1 Right-click on your workspace and select ldquoColor Schemesrdquo (Figure 10)

Step 2 The color scheme menu will open select a scheme from the menu and click apply Preview different color schemes then select ldquoOKrdquo when you find one you like (Figure 11)

Figure 10

Figure 11

Step 3 Sometimes you need to change the color of one or two shapes for impact To do this select the shape you wish to change (Figure 12A) then click on the paint bucket tool located in the formatting toolbar Select a color by clicking on it and only the shape you selected will change

Software Diagrams Software engineers can create code

structure diagrams and then test and revise the diagrams during the development process

User interface designers can use software diagrams to create prototypes of dialog boxes menus toolbars and wizards

Usability engineers can use software diagrams to test user interaction with proposed software

Database Model Diagrams Technical support personnel can

use database model diagrams to see and troubleshoot database schemas

Software engineers can design and revise database model diagrams after they brainstorm with colleagues

Trainers can use database model diagrams to show students database structures

Design and manage your networks with network diagrams

1 Start Visio Professional In the Choose Drawing Type window under Category click Network

2 Under Template click Detailed Network Diagram

3 From Network and Peripherals drag an Ethernet or Ring network backbone shape onto the drawing page

4 From the stencils in the Shapes window drag server workstation and other component shapes onto the drawing page and position them around the network backbone shape

5 Select the network backbone shape and then drag a control handle ( ) to a connection point ( ) on one of the surrounding shapes

6 Continue connecting other shapes to the network backbone7 Hide any unnecessary connectors on the network backbone

shape by dragging the corresponding control handle on top of the shape

8 To change the color scheme of your network diagram right-click the drawing page and then click Color Schemes on the shortcut menu Choose a color and then click OK

9 To add text to a network shape select the shape and then type

Prototyping using visio

What is a prototype A model of the final product A way to see what something will be like before it is built A vehicle for exploration A way to validate ideas in a low-risk environment before making a final decision A proof of concept A way to test specific aspects of a design problem A method of communication A way to develop and maintain an understanding of the end result with the development team

Why prototype

Explore - Create a strong design by iterating through ideas rapidly Communicate - Demonstrate progress against time lines in tangible format Collaborate - Enhance collaboration with other teams through clear understanding and a shared vocabulary Validate - Test a design in early stages when changes can be made easily

Prototyping goals

1 Can users work effectively with the interface Visual or information design issues - Can the user find and understand the information on the screen Navigation issues - Does the user understand the meaning of each control - Can they find the controls or information needed to complete their task Efficiency issues - Can the user work quickly enough to meet usability goal

2 Demonstrate the user interface

Communicate the design to developers marketing

management or customers

Walk through proposed navigation design

Match screens and controls to use cases

Demo proposed functionality to internal or external

groups

Lets playhellip

Open visio softwarehelliphellip

Basic Flowchart

Step 1 To open a new Visio drawing go to the Start Menu and select Programs1048774 Visio (Figure 1)

Step 2 Move your cursor over ldquoBusiness Processrdquo and select ldquoBasic Flowchartrdquo

Navigating in Visio

Letrsquos take a few moments to get familiar with the Visio interface (Figure 2)

A the toolbars across the top of the screen are similar to other Microsoft programs such as Word and PowerPoint If you have used these programs before you may notice a few different functionalities which we will explore later

Selecting Help1048774Diagram Gallery is a good way to become familiar with the types of drawings and diagrams that can be created in Visio

B the left side of the screen shows the menus specific to the type of diagram you are creating In this case we see

ndash 1048774 Arrow Shapes ndash 1048774 Backgrounds ndash 1048774 Basic Flowchart Shapes ndash 1048774 Borders and Titles

C the center of the screen shows the diagram workspace which includes the actual diagram page as well as some blank space adjacent to the page

D the right side of the screen shows some help functions Some people may choose to close this window to increase the area for diagram workspace and re-open the help functions when necessary

Step 1 Select a shape from the Shapes menu and drag it to the workspace

Step 2 On the toolbar click the connector tool (Figure 3) The connector tool

will appear highlighted and will remain active until it is deselected

Step 3 With the first shape still selected drag a second shape to the workspace The shapes are connected automatically when the connector tool is turned on

Step 4 Continue adding shapes until you have enough to include all of the

steps in the business process being outlined The example on the next page illustrates a ten step process (figure 4)

Step 5 Shapes can be resized or moved and the connectors will remain intact

At this point your diagram should look something like the following example (figure 4)

Adding text to a diagram and formatting the text

Step 1 Double click on a shape to enter text There is no need to create

a text box (as required with Microsoft Word or PowerPoint shapes) Visio does this automatically for you (Figure 5) (Visio does still support the creation of text boxes outside of shapes)

Step 2 The default format for text in Visio is Arial 8-point font The most efficient way to format is to enter all of the text then format all of the shapes at once

To do this click on one of the shapes to select it Hold down the Shift key and click on the other shapes you wish to format (Figure 6)

Figure 5

Figure 6

Step 3 With the text selected (Figure 7-B) choose the font style and size

you would like to use from the tool bar (Figure7-A)

7-A 7-B

Adding shapes to a formatted diagram

If you realize that you forgot a step in your diagram Visio provides a fairly simple

solution to this problem Simply select another shape drag it to the diagram and

ndash pause over the connector where you would like to insert the shape When the

scissors icon appears (figure 8) drop the shape enter the text and format it to

match your diagram

Figure 8

Creating a background

Visio provides several standard backgrounds which you can add to your diagram

Step 1 From the menu on the left side of the screen click on ldquoBackgroundsrdquo (Figure 9A)

ndash Step 2 Click on a design drag it over your drawing and drop it You will notice that Visio has added a tab at the bottom of the drawing One tab

is labeled ldquoPage-1rdquo and the second is labeled ldquoVBackgroundrdquo (Figure 9B) For the most part you will be working with Page-1 but you always have the option to

add content to the background page as well The important thing to remember is

that whichever page you add content to is the page you need to do your editing on

Modifying the color scheme

The most efficient way to add color to your drawing is to use the color scheme

functionality which will change your shapes background and text all at once

Step 1 Right-click on your workspace and select ldquoColor Schemesrdquo (Figure 10)

Step 2 The color scheme menu will open select a scheme from the menu and click apply Preview different color schemes then select ldquoOKrdquo when you find one you like (Figure 11)

Figure 10

Figure 11

Step 3 Sometimes you need to change the color of one or two shapes for impact To do this select the shape you wish to change (Figure 12A) then click on the paint bucket tool located in the formatting toolbar Select a color by clicking on it and only the shape you selected will change

Database Model Diagrams Technical support personnel can

use database model diagrams to see and troubleshoot database schemas

Software engineers can design and revise database model diagrams after they brainstorm with colleagues

Trainers can use database model diagrams to show students database structures

Design and manage your networks with network diagrams

1 Start Visio Professional In the Choose Drawing Type window under Category click Network

2 Under Template click Detailed Network Diagram

3 From Network and Peripherals drag an Ethernet or Ring network backbone shape onto the drawing page

4 From the stencils in the Shapes window drag server workstation and other component shapes onto the drawing page and position them around the network backbone shape

5 Select the network backbone shape and then drag a control handle ( ) to a connection point ( ) on one of the surrounding shapes

6 Continue connecting other shapes to the network backbone7 Hide any unnecessary connectors on the network backbone

shape by dragging the corresponding control handle on top of the shape

8 To change the color scheme of your network diagram right-click the drawing page and then click Color Schemes on the shortcut menu Choose a color and then click OK

9 To add text to a network shape select the shape and then type

Prototyping using visio

What is a prototype A model of the final product A way to see what something will be like before it is built A vehicle for exploration A way to validate ideas in a low-risk environment before making a final decision A proof of concept A way to test specific aspects of a design problem A method of communication A way to develop and maintain an understanding of the end result with the development team

Why prototype

Explore - Create a strong design by iterating through ideas rapidly Communicate - Demonstrate progress against time lines in tangible format Collaborate - Enhance collaboration with other teams through clear understanding and a shared vocabulary Validate - Test a design in early stages when changes can be made easily

Prototyping goals

1 Can users work effectively with the interface Visual or information design issues - Can the user find and understand the information on the screen Navigation issues - Does the user understand the meaning of each control - Can they find the controls or information needed to complete their task Efficiency issues - Can the user work quickly enough to meet usability goal

2 Demonstrate the user interface

Communicate the design to developers marketing

management or customers

Walk through proposed navigation design

Match screens and controls to use cases

Demo proposed functionality to internal or external

groups

Lets playhellip

Open visio softwarehelliphellip

Basic Flowchart

Step 1 To open a new Visio drawing go to the Start Menu and select Programs1048774 Visio (Figure 1)

Step 2 Move your cursor over ldquoBusiness Processrdquo and select ldquoBasic Flowchartrdquo

Navigating in Visio

Letrsquos take a few moments to get familiar with the Visio interface (Figure 2)

A the toolbars across the top of the screen are similar to other Microsoft programs such as Word and PowerPoint If you have used these programs before you may notice a few different functionalities which we will explore later

Selecting Help1048774Diagram Gallery is a good way to become familiar with the types of drawings and diagrams that can be created in Visio

B the left side of the screen shows the menus specific to the type of diagram you are creating In this case we see

ndash 1048774 Arrow Shapes ndash 1048774 Backgrounds ndash 1048774 Basic Flowchart Shapes ndash 1048774 Borders and Titles

C the center of the screen shows the diagram workspace which includes the actual diagram page as well as some blank space adjacent to the page

D the right side of the screen shows some help functions Some people may choose to close this window to increase the area for diagram workspace and re-open the help functions when necessary

Step 1 Select a shape from the Shapes menu and drag it to the workspace

Step 2 On the toolbar click the connector tool (Figure 3) The connector tool

will appear highlighted and will remain active until it is deselected

Step 3 With the first shape still selected drag a second shape to the workspace The shapes are connected automatically when the connector tool is turned on

Step 4 Continue adding shapes until you have enough to include all of the

steps in the business process being outlined The example on the next page illustrates a ten step process (figure 4)

Step 5 Shapes can be resized or moved and the connectors will remain intact

At this point your diagram should look something like the following example (figure 4)

Adding text to a diagram and formatting the text

Step 1 Double click on a shape to enter text There is no need to create

a text box (as required with Microsoft Word or PowerPoint shapes) Visio does this automatically for you (Figure 5) (Visio does still support the creation of text boxes outside of shapes)

Step 2 The default format for text in Visio is Arial 8-point font The most efficient way to format is to enter all of the text then format all of the shapes at once

To do this click on one of the shapes to select it Hold down the Shift key and click on the other shapes you wish to format (Figure 6)

Figure 5

Figure 6

Step 3 With the text selected (Figure 7-B) choose the font style and size

you would like to use from the tool bar (Figure7-A)

7-A 7-B

Adding shapes to a formatted diagram

If you realize that you forgot a step in your diagram Visio provides a fairly simple

solution to this problem Simply select another shape drag it to the diagram and

ndash pause over the connector where you would like to insert the shape When the

scissors icon appears (figure 8) drop the shape enter the text and format it to

match your diagram

Figure 8

Creating a background

Visio provides several standard backgrounds which you can add to your diagram

Step 1 From the menu on the left side of the screen click on ldquoBackgroundsrdquo (Figure 9A)

ndash Step 2 Click on a design drag it over your drawing and drop it You will notice that Visio has added a tab at the bottom of the drawing One tab

is labeled ldquoPage-1rdquo and the second is labeled ldquoVBackgroundrdquo (Figure 9B) For the most part you will be working with Page-1 but you always have the option to

add content to the background page as well The important thing to remember is

that whichever page you add content to is the page you need to do your editing on

Modifying the color scheme

The most efficient way to add color to your drawing is to use the color scheme

functionality which will change your shapes background and text all at once

Step 1 Right-click on your workspace and select ldquoColor Schemesrdquo (Figure 10)

Step 2 The color scheme menu will open select a scheme from the menu and click apply Preview different color schemes then select ldquoOKrdquo when you find one you like (Figure 11)

Figure 10

Figure 11

Step 3 Sometimes you need to change the color of one or two shapes for impact To do this select the shape you wish to change (Figure 12A) then click on the paint bucket tool located in the formatting toolbar Select a color by clicking on it and only the shape you selected will change

Design and manage your networks with network diagrams

1 Start Visio Professional In the Choose Drawing Type window under Category click Network

2 Under Template click Detailed Network Diagram

3 From Network and Peripherals drag an Ethernet or Ring network backbone shape onto the drawing page

4 From the stencils in the Shapes window drag server workstation and other component shapes onto the drawing page and position them around the network backbone shape

5 Select the network backbone shape and then drag a control handle ( ) to a connection point ( ) on one of the surrounding shapes

6 Continue connecting other shapes to the network backbone7 Hide any unnecessary connectors on the network backbone

shape by dragging the corresponding control handle on top of the shape

8 To change the color scheme of your network diagram right-click the drawing page and then click Color Schemes on the shortcut menu Choose a color and then click OK

9 To add text to a network shape select the shape and then type

Prototyping using visio

What is a prototype A model of the final product A way to see what something will be like before it is built A vehicle for exploration A way to validate ideas in a low-risk environment before making a final decision A proof of concept A way to test specific aspects of a design problem A method of communication A way to develop and maintain an understanding of the end result with the development team

Why prototype

Explore - Create a strong design by iterating through ideas rapidly Communicate - Demonstrate progress against time lines in tangible format Collaborate - Enhance collaboration with other teams through clear understanding and a shared vocabulary Validate - Test a design in early stages when changes can be made easily

Prototyping goals

1 Can users work effectively with the interface Visual or information design issues - Can the user find and understand the information on the screen Navigation issues - Does the user understand the meaning of each control - Can they find the controls or information needed to complete their task Efficiency issues - Can the user work quickly enough to meet usability goal

2 Demonstrate the user interface

Communicate the design to developers marketing

management or customers

Walk through proposed navigation design

Match screens and controls to use cases

Demo proposed functionality to internal or external

groups

Lets playhellip

Open visio softwarehelliphellip

Basic Flowchart

Step 1 To open a new Visio drawing go to the Start Menu and select Programs1048774 Visio (Figure 1)

Step 2 Move your cursor over ldquoBusiness Processrdquo and select ldquoBasic Flowchartrdquo

Navigating in Visio

Letrsquos take a few moments to get familiar with the Visio interface (Figure 2)

A the toolbars across the top of the screen are similar to other Microsoft programs such as Word and PowerPoint If you have used these programs before you may notice a few different functionalities which we will explore later

Selecting Help1048774Diagram Gallery is a good way to become familiar with the types of drawings and diagrams that can be created in Visio

B the left side of the screen shows the menus specific to the type of diagram you are creating In this case we see

ndash 1048774 Arrow Shapes ndash 1048774 Backgrounds ndash 1048774 Basic Flowchart Shapes ndash 1048774 Borders and Titles

C the center of the screen shows the diagram workspace which includes the actual diagram page as well as some blank space adjacent to the page

D the right side of the screen shows some help functions Some people may choose to close this window to increase the area for diagram workspace and re-open the help functions when necessary

Step 1 Select a shape from the Shapes menu and drag it to the workspace

Step 2 On the toolbar click the connector tool (Figure 3) The connector tool

will appear highlighted and will remain active until it is deselected

Step 3 With the first shape still selected drag a second shape to the workspace The shapes are connected automatically when the connector tool is turned on

Step 4 Continue adding shapes until you have enough to include all of the

steps in the business process being outlined The example on the next page illustrates a ten step process (figure 4)

Step 5 Shapes can be resized or moved and the connectors will remain intact

At this point your diagram should look something like the following example (figure 4)

Adding text to a diagram and formatting the text

Step 1 Double click on a shape to enter text There is no need to create

a text box (as required with Microsoft Word or PowerPoint shapes) Visio does this automatically for you (Figure 5) (Visio does still support the creation of text boxes outside of shapes)

Step 2 The default format for text in Visio is Arial 8-point font The most efficient way to format is to enter all of the text then format all of the shapes at once

To do this click on one of the shapes to select it Hold down the Shift key and click on the other shapes you wish to format (Figure 6)

Figure 5

Figure 6

Step 3 With the text selected (Figure 7-B) choose the font style and size

you would like to use from the tool bar (Figure7-A)

7-A 7-B

Adding shapes to a formatted diagram

If you realize that you forgot a step in your diagram Visio provides a fairly simple

solution to this problem Simply select another shape drag it to the diagram and

ndash pause over the connector where you would like to insert the shape When the

scissors icon appears (figure 8) drop the shape enter the text and format it to

match your diagram

Figure 8

Creating a background

Visio provides several standard backgrounds which you can add to your diagram

Step 1 From the menu on the left side of the screen click on ldquoBackgroundsrdquo (Figure 9A)

ndash Step 2 Click on a design drag it over your drawing and drop it You will notice that Visio has added a tab at the bottom of the drawing One tab

is labeled ldquoPage-1rdquo and the second is labeled ldquoVBackgroundrdquo (Figure 9B) For the most part you will be working with Page-1 but you always have the option to

add content to the background page as well The important thing to remember is

that whichever page you add content to is the page you need to do your editing on

Modifying the color scheme

The most efficient way to add color to your drawing is to use the color scheme

functionality which will change your shapes background and text all at once

Step 1 Right-click on your workspace and select ldquoColor Schemesrdquo (Figure 10)

Step 2 The color scheme menu will open select a scheme from the menu and click apply Preview different color schemes then select ldquoOKrdquo when you find one you like (Figure 11)

Figure 10

Figure 11

Step 3 Sometimes you need to change the color of one or two shapes for impact To do this select the shape you wish to change (Figure 12A) then click on the paint bucket tool located in the formatting toolbar Select a color by clicking on it and only the shape you selected will change

5 Select the network backbone shape and then drag a control handle ( ) to a connection point ( ) on one of the surrounding shapes

6 Continue connecting other shapes to the network backbone7 Hide any unnecessary connectors on the network backbone

shape by dragging the corresponding control handle on top of the shape

8 To change the color scheme of your network diagram right-click the drawing page and then click Color Schemes on the shortcut menu Choose a color and then click OK

9 To add text to a network shape select the shape and then type

Prototyping using visio

What is a prototype A model of the final product A way to see what something will be like before it is built A vehicle for exploration A way to validate ideas in a low-risk environment before making a final decision A proof of concept A way to test specific aspects of a design problem A method of communication A way to develop and maintain an understanding of the end result with the development team

Why prototype

Explore - Create a strong design by iterating through ideas rapidly Communicate - Demonstrate progress against time lines in tangible format Collaborate - Enhance collaboration with other teams through clear understanding and a shared vocabulary Validate - Test a design in early stages when changes can be made easily

Prototyping goals

1 Can users work effectively with the interface Visual or information design issues - Can the user find and understand the information on the screen Navigation issues - Does the user understand the meaning of each control - Can they find the controls or information needed to complete their task Efficiency issues - Can the user work quickly enough to meet usability goal

2 Demonstrate the user interface

Communicate the design to developers marketing

management or customers

Walk through proposed navigation design

Match screens and controls to use cases

Demo proposed functionality to internal or external

groups

Lets playhellip

Open visio softwarehelliphellip

Basic Flowchart

Step 1 To open a new Visio drawing go to the Start Menu and select Programs1048774 Visio (Figure 1)

Step 2 Move your cursor over ldquoBusiness Processrdquo and select ldquoBasic Flowchartrdquo

Navigating in Visio

Letrsquos take a few moments to get familiar with the Visio interface (Figure 2)

A the toolbars across the top of the screen are similar to other Microsoft programs such as Word and PowerPoint If you have used these programs before you may notice a few different functionalities which we will explore later

Selecting Help1048774Diagram Gallery is a good way to become familiar with the types of drawings and diagrams that can be created in Visio

B the left side of the screen shows the menus specific to the type of diagram you are creating In this case we see

ndash 1048774 Arrow Shapes ndash 1048774 Backgrounds ndash 1048774 Basic Flowchart Shapes ndash 1048774 Borders and Titles

C the center of the screen shows the diagram workspace which includes the actual diagram page as well as some blank space adjacent to the page

D the right side of the screen shows some help functions Some people may choose to close this window to increase the area for diagram workspace and re-open the help functions when necessary

Step 1 Select a shape from the Shapes menu and drag it to the workspace

Step 2 On the toolbar click the connector tool (Figure 3) The connector tool

will appear highlighted and will remain active until it is deselected

Step 3 With the first shape still selected drag a second shape to the workspace The shapes are connected automatically when the connector tool is turned on

Step 4 Continue adding shapes until you have enough to include all of the

steps in the business process being outlined The example on the next page illustrates a ten step process (figure 4)

Step 5 Shapes can be resized or moved and the connectors will remain intact

At this point your diagram should look something like the following example (figure 4)

Adding text to a diagram and formatting the text

Step 1 Double click on a shape to enter text There is no need to create

a text box (as required with Microsoft Word or PowerPoint shapes) Visio does this automatically for you (Figure 5) (Visio does still support the creation of text boxes outside of shapes)

Step 2 The default format for text in Visio is Arial 8-point font The most efficient way to format is to enter all of the text then format all of the shapes at once

To do this click on one of the shapes to select it Hold down the Shift key and click on the other shapes you wish to format (Figure 6)

Figure 5

Figure 6

Step 3 With the text selected (Figure 7-B) choose the font style and size

you would like to use from the tool bar (Figure7-A)

7-A 7-B

Adding shapes to a formatted diagram

If you realize that you forgot a step in your diagram Visio provides a fairly simple

solution to this problem Simply select another shape drag it to the diagram and

ndash pause over the connector where you would like to insert the shape When the

scissors icon appears (figure 8) drop the shape enter the text and format it to

match your diagram

Figure 8

Creating a background

Visio provides several standard backgrounds which you can add to your diagram

Step 1 From the menu on the left side of the screen click on ldquoBackgroundsrdquo (Figure 9A)

ndash Step 2 Click on a design drag it over your drawing and drop it You will notice that Visio has added a tab at the bottom of the drawing One tab

is labeled ldquoPage-1rdquo and the second is labeled ldquoVBackgroundrdquo (Figure 9B) For the most part you will be working with Page-1 but you always have the option to

add content to the background page as well The important thing to remember is

that whichever page you add content to is the page you need to do your editing on

Modifying the color scheme

The most efficient way to add color to your drawing is to use the color scheme

functionality which will change your shapes background and text all at once

Step 1 Right-click on your workspace and select ldquoColor Schemesrdquo (Figure 10)

Step 2 The color scheme menu will open select a scheme from the menu and click apply Preview different color schemes then select ldquoOKrdquo when you find one you like (Figure 11)

Figure 10

Figure 11

Step 3 Sometimes you need to change the color of one or two shapes for impact To do this select the shape you wish to change (Figure 12A) then click on the paint bucket tool located in the formatting toolbar Select a color by clicking on it and only the shape you selected will change

Prototyping using visio

What is a prototype A model of the final product A way to see what something will be like before it is built A vehicle for exploration A way to validate ideas in a low-risk environment before making a final decision A proof of concept A way to test specific aspects of a design problem A method of communication A way to develop and maintain an understanding of the end result with the development team

Why prototype

Explore - Create a strong design by iterating through ideas rapidly Communicate - Demonstrate progress against time lines in tangible format Collaborate - Enhance collaboration with other teams through clear understanding and a shared vocabulary Validate - Test a design in early stages when changes can be made easily

Prototyping goals

1 Can users work effectively with the interface Visual or information design issues - Can the user find and understand the information on the screen Navigation issues - Does the user understand the meaning of each control - Can they find the controls or information needed to complete their task Efficiency issues - Can the user work quickly enough to meet usability goal

2 Demonstrate the user interface

Communicate the design to developers marketing

management or customers

Walk through proposed navigation design

Match screens and controls to use cases

Demo proposed functionality to internal or external

groups

Lets playhellip

Open visio softwarehelliphellip

Basic Flowchart

Step 1 To open a new Visio drawing go to the Start Menu and select Programs1048774 Visio (Figure 1)

Step 2 Move your cursor over ldquoBusiness Processrdquo and select ldquoBasic Flowchartrdquo

Navigating in Visio

Letrsquos take a few moments to get familiar with the Visio interface (Figure 2)

A the toolbars across the top of the screen are similar to other Microsoft programs such as Word and PowerPoint If you have used these programs before you may notice a few different functionalities which we will explore later

Selecting Help1048774Diagram Gallery is a good way to become familiar with the types of drawings and diagrams that can be created in Visio

B the left side of the screen shows the menus specific to the type of diagram you are creating In this case we see

ndash 1048774 Arrow Shapes ndash 1048774 Backgrounds ndash 1048774 Basic Flowchart Shapes ndash 1048774 Borders and Titles

C the center of the screen shows the diagram workspace which includes the actual diagram page as well as some blank space adjacent to the page

D the right side of the screen shows some help functions Some people may choose to close this window to increase the area for diagram workspace and re-open the help functions when necessary

Step 1 Select a shape from the Shapes menu and drag it to the workspace

Step 2 On the toolbar click the connector tool (Figure 3) The connector tool

will appear highlighted and will remain active until it is deselected

Step 3 With the first shape still selected drag a second shape to the workspace The shapes are connected automatically when the connector tool is turned on

Step 4 Continue adding shapes until you have enough to include all of the

steps in the business process being outlined The example on the next page illustrates a ten step process (figure 4)

Step 5 Shapes can be resized or moved and the connectors will remain intact

At this point your diagram should look something like the following example (figure 4)

Adding text to a diagram and formatting the text

Step 1 Double click on a shape to enter text There is no need to create

a text box (as required with Microsoft Word or PowerPoint shapes) Visio does this automatically for you (Figure 5) (Visio does still support the creation of text boxes outside of shapes)

Step 2 The default format for text in Visio is Arial 8-point font The most efficient way to format is to enter all of the text then format all of the shapes at once

To do this click on one of the shapes to select it Hold down the Shift key and click on the other shapes you wish to format (Figure 6)

Figure 5

Figure 6

Step 3 With the text selected (Figure 7-B) choose the font style and size

you would like to use from the tool bar (Figure7-A)

7-A 7-B

Adding shapes to a formatted diagram

If you realize that you forgot a step in your diagram Visio provides a fairly simple

solution to this problem Simply select another shape drag it to the diagram and

ndash pause over the connector where you would like to insert the shape When the

scissors icon appears (figure 8) drop the shape enter the text and format it to

match your diagram

Figure 8

Creating a background

Visio provides several standard backgrounds which you can add to your diagram

Step 1 From the menu on the left side of the screen click on ldquoBackgroundsrdquo (Figure 9A)

ndash Step 2 Click on a design drag it over your drawing and drop it You will notice that Visio has added a tab at the bottom of the drawing One tab

is labeled ldquoPage-1rdquo and the second is labeled ldquoVBackgroundrdquo (Figure 9B) For the most part you will be working with Page-1 but you always have the option to

add content to the background page as well The important thing to remember is

that whichever page you add content to is the page you need to do your editing on

Modifying the color scheme

The most efficient way to add color to your drawing is to use the color scheme

functionality which will change your shapes background and text all at once

Step 1 Right-click on your workspace and select ldquoColor Schemesrdquo (Figure 10)

Step 2 The color scheme menu will open select a scheme from the menu and click apply Preview different color schemes then select ldquoOKrdquo when you find one you like (Figure 11)

Figure 10

Figure 11

Step 3 Sometimes you need to change the color of one or two shapes for impact To do this select the shape you wish to change (Figure 12A) then click on the paint bucket tool located in the formatting toolbar Select a color by clicking on it and only the shape you selected will change

Why prototype

Explore - Create a strong design by iterating through ideas rapidly Communicate - Demonstrate progress against time lines in tangible format Collaborate - Enhance collaboration with other teams through clear understanding and a shared vocabulary Validate - Test a design in early stages when changes can be made easily

Prototyping goals

1 Can users work effectively with the interface Visual or information design issues - Can the user find and understand the information on the screen Navigation issues - Does the user understand the meaning of each control - Can they find the controls or information needed to complete their task Efficiency issues - Can the user work quickly enough to meet usability goal

2 Demonstrate the user interface

Communicate the design to developers marketing

management or customers

Walk through proposed navigation design

Match screens and controls to use cases

Demo proposed functionality to internal or external

groups

Lets playhellip

Open visio softwarehelliphellip

Basic Flowchart

Step 1 To open a new Visio drawing go to the Start Menu and select Programs1048774 Visio (Figure 1)

Step 2 Move your cursor over ldquoBusiness Processrdquo and select ldquoBasic Flowchartrdquo

Navigating in Visio

Letrsquos take a few moments to get familiar with the Visio interface (Figure 2)

A the toolbars across the top of the screen are similar to other Microsoft programs such as Word and PowerPoint If you have used these programs before you may notice a few different functionalities which we will explore later

Selecting Help1048774Diagram Gallery is a good way to become familiar with the types of drawings and diagrams that can be created in Visio

B the left side of the screen shows the menus specific to the type of diagram you are creating In this case we see

ndash 1048774 Arrow Shapes ndash 1048774 Backgrounds ndash 1048774 Basic Flowchart Shapes ndash 1048774 Borders and Titles

C the center of the screen shows the diagram workspace which includes the actual diagram page as well as some blank space adjacent to the page

D the right side of the screen shows some help functions Some people may choose to close this window to increase the area for diagram workspace and re-open the help functions when necessary

Step 1 Select a shape from the Shapes menu and drag it to the workspace

Step 2 On the toolbar click the connector tool (Figure 3) The connector tool

will appear highlighted and will remain active until it is deselected

Step 3 With the first shape still selected drag a second shape to the workspace The shapes are connected automatically when the connector tool is turned on

Step 4 Continue adding shapes until you have enough to include all of the

steps in the business process being outlined The example on the next page illustrates a ten step process (figure 4)

Step 5 Shapes can be resized or moved and the connectors will remain intact

At this point your diagram should look something like the following example (figure 4)

Adding text to a diagram and formatting the text

Step 1 Double click on a shape to enter text There is no need to create

a text box (as required with Microsoft Word or PowerPoint shapes) Visio does this automatically for you (Figure 5) (Visio does still support the creation of text boxes outside of shapes)

Step 2 The default format for text in Visio is Arial 8-point font The most efficient way to format is to enter all of the text then format all of the shapes at once

To do this click on one of the shapes to select it Hold down the Shift key and click on the other shapes you wish to format (Figure 6)

Figure 5

Figure 6

Step 3 With the text selected (Figure 7-B) choose the font style and size

you would like to use from the tool bar (Figure7-A)

7-A 7-B

Adding shapes to a formatted diagram

If you realize that you forgot a step in your diagram Visio provides a fairly simple

solution to this problem Simply select another shape drag it to the diagram and

ndash pause over the connector where you would like to insert the shape When the

scissors icon appears (figure 8) drop the shape enter the text and format it to

match your diagram

Figure 8

Creating a background

Visio provides several standard backgrounds which you can add to your diagram

Step 1 From the menu on the left side of the screen click on ldquoBackgroundsrdquo (Figure 9A)

ndash Step 2 Click on a design drag it over your drawing and drop it You will notice that Visio has added a tab at the bottom of the drawing One tab

is labeled ldquoPage-1rdquo and the second is labeled ldquoVBackgroundrdquo (Figure 9B) For the most part you will be working with Page-1 but you always have the option to

add content to the background page as well The important thing to remember is

that whichever page you add content to is the page you need to do your editing on

Modifying the color scheme

The most efficient way to add color to your drawing is to use the color scheme

functionality which will change your shapes background and text all at once

Step 1 Right-click on your workspace and select ldquoColor Schemesrdquo (Figure 10)

Step 2 The color scheme menu will open select a scheme from the menu and click apply Preview different color schemes then select ldquoOKrdquo when you find one you like (Figure 11)

Figure 10

Figure 11

Step 3 Sometimes you need to change the color of one or two shapes for impact To do this select the shape you wish to change (Figure 12A) then click on the paint bucket tool located in the formatting toolbar Select a color by clicking on it and only the shape you selected will change

Prototyping goals

1 Can users work effectively with the interface Visual or information design issues - Can the user find and understand the information on the screen Navigation issues - Does the user understand the meaning of each control - Can they find the controls or information needed to complete their task Efficiency issues - Can the user work quickly enough to meet usability goal

2 Demonstrate the user interface

Communicate the design to developers marketing

management or customers

Walk through proposed navigation design

Match screens and controls to use cases

Demo proposed functionality to internal or external

groups

Lets playhellip

Open visio softwarehelliphellip

Basic Flowchart

Step 1 To open a new Visio drawing go to the Start Menu and select Programs1048774 Visio (Figure 1)

Step 2 Move your cursor over ldquoBusiness Processrdquo and select ldquoBasic Flowchartrdquo

Navigating in Visio

Letrsquos take a few moments to get familiar with the Visio interface (Figure 2)

A the toolbars across the top of the screen are similar to other Microsoft programs such as Word and PowerPoint If you have used these programs before you may notice a few different functionalities which we will explore later

Selecting Help1048774Diagram Gallery is a good way to become familiar with the types of drawings and diagrams that can be created in Visio

B the left side of the screen shows the menus specific to the type of diagram you are creating In this case we see

ndash 1048774 Arrow Shapes ndash 1048774 Backgrounds ndash 1048774 Basic Flowchart Shapes ndash 1048774 Borders and Titles

C the center of the screen shows the diagram workspace which includes the actual diagram page as well as some blank space adjacent to the page

D the right side of the screen shows some help functions Some people may choose to close this window to increase the area for diagram workspace and re-open the help functions when necessary

Step 1 Select a shape from the Shapes menu and drag it to the workspace

Step 2 On the toolbar click the connector tool (Figure 3) The connector tool

will appear highlighted and will remain active until it is deselected

Step 3 With the first shape still selected drag a second shape to the workspace The shapes are connected automatically when the connector tool is turned on

Step 4 Continue adding shapes until you have enough to include all of the

steps in the business process being outlined The example on the next page illustrates a ten step process (figure 4)

Step 5 Shapes can be resized or moved and the connectors will remain intact

At this point your diagram should look something like the following example (figure 4)

Adding text to a diagram and formatting the text

Step 1 Double click on a shape to enter text There is no need to create

a text box (as required with Microsoft Word or PowerPoint shapes) Visio does this automatically for you (Figure 5) (Visio does still support the creation of text boxes outside of shapes)

Step 2 The default format for text in Visio is Arial 8-point font The most efficient way to format is to enter all of the text then format all of the shapes at once

To do this click on one of the shapes to select it Hold down the Shift key and click on the other shapes you wish to format (Figure 6)

Figure 5

Figure 6

Step 3 With the text selected (Figure 7-B) choose the font style and size

you would like to use from the tool bar (Figure7-A)

7-A 7-B

Adding shapes to a formatted diagram

If you realize that you forgot a step in your diagram Visio provides a fairly simple

solution to this problem Simply select another shape drag it to the diagram and

ndash pause over the connector where you would like to insert the shape When the

scissors icon appears (figure 8) drop the shape enter the text and format it to

match your diagram

Figure 8

Creating a background

Visio provides several standard backgrounds which you can add to your diagram

Step 1 From the menu on the left side of the screen click on ldquoBackgroundsrdquo (Figure 9A)

ndash Step 2 Click on a design drag it over your drawing and drop it You will notice that Visio has added a tab at the bottom of the drawing One tab

is labeled ldquoPage-1rdquo and the second is labeled ldquoVBackgroundrdquo (Figure 9B) For the most part you will be working with Page-1 but you always have the option to

add content to the background page as well The important thing to remember is

that whichever page you add content to is the page you need to do your editing on

Modifying the color scheme

The most efficient way to add color to your drawing is to use the color scheme

functionality which will change your shapes background and text all at once

Step 1 Right-click on your workspace and select ldquoColor Schemesrdquo (Figure 10)

Step 2 The color scheme menu will open select a scheme from the menu and click apply Preview different color schemes then select ldquoOKrdquo when you find one you like (Figure 11)

Figure 10

Figure 11

Step 3 Sometimes you need to change the color of one or two shapes for impact To do this select the shape you wish to change (Figure 12A) then click on the paint bucket tool located in the formatting toolbar Select a color by clicking on it and only the shape you selected will change

2 Demonstrate the user interface

Communicate the design to developers marketing

management or customers

Walk through proposed navigation design

Match screens and controls to use cases

Demo proposed functionality to internal or external

groups

Lets playhellip

Open visio softwarehelliphellip

Basic Flowchart

Step 1 To open a new Visio drawing go to the Start Menu and select Programs1048774 Visio (Figure 1)

Step 2 Move your cursor over ldquoBusiness Processrdquo and select ldquoBasic Flowchartrdquo

Navigating in Visio

Letrsquos take a few moments to get familiar with the Visio interface (Figure 2)

A the toolbars across the top of the screen are similar to other Microsoft programs such as Word and PowerPoint If you have used these programs before you may notice a few different functionalities which we will explore later

Selecting Help1048774Diagram Gallery is a good way to become familiar with the types of drawings and diagrams that can be created in Visio

B the left side of the screen shows the menus specific to the type of diagram you are creating In this case we see

ndash 1048774 Arrow Shapes ndash 1048774 Backgrounds ndash 1048774 Basic Flowchart Shapes ndash 1048774 Borders and Titles

C the center of the screen shows the diagram workspace which includes the actual diagram page as well as some blank space adjacent to the page

D the right side of the screen shows some help functions Some people may choose to close this window to increase the area for diagram workspace and re-open the help functions when necessary

Step 1 Select a shape from the Shapes menu and drag it to the workspace

Step 2 On the toolbar click the connector tool (Figure 3) The connector tool

will appear highlighted and will remain active until it is deselected

Step 3 With the first shape still selected drag a second shape to the workspace The shapes are connected automatically when the connector tool is turned on

Step 4 Continue adding shapes until you have enough to include all of the

steps in the business process being outlined The example on the next page illustrates a ten step process (figure 4)

Step 5 Shapes can be resized or moved and the connectors will remain intact

At this point your diagram should look something like the following example (figure 4)

Adding text to a diagram and formatting the text

Step 1 Double click on a shape to enter text There is no need to create

a text box (as required with Microsoft Word or PowerPoint shapes) Visio does this automatically for you (Figure 5) (Visio does still support the creation of text boxes outside of shapes)

Step 2 The default format for text in Visio is Arial 8-point font The most efficient way to format is to enter all of the text then format all of the shapes at once

To do this click on one of the shapes to select it Hold down the Shift key and click on the other shapes you wish to format (Figure 6)

Figure 5

Figure 6

Step 3 With the text selected (Figure 7-B) choose the font style and size

you would like to use from the tool bar (Figure7-A)

7-A 7-B

Adding shapes to a formatted diagram

If you realize that you forgot a step in your diagram Visio provides a fairly simple

solution to this problem Simply select another shape drag it to the diagram and

ndash pause over the connector where you would like to insert the shape When the

scissors icon appears (figure 8) drop the shape enter the text and format it to

match your diagram

Figure 8

Creating a background

Visio provides several standard backgrounds which you can add to your diagram

Step 1 From the menu on the left side of the screen click on ldquoBackgroundsrdquo (Figure 9A)

ndash Step 2 Click on a design drag it over your drawing and drop it You will notice that Visio has added a tab at the bottom of the drawing One tab

is labeled ldquoPage-1rdquo and the second is labeled ldquoVBackgroundrdquo (Figure 9B) For the most part you will be working with Page-1 but you always have the option to

add content to the background page as well The important thing to remember is

that whichever page you add content to is the page you need to do your editing on

Modifying the color scheme

The most efficient way to add color to your drawing is to use the color scheme

functionality which will change your shapes background and text all at once

Step 1 Right-click on your workspace and select ldquoColor Schemesrdquo (Figure 10)

Step 2 The color scheme menu will open select a scheme from the menu and click apply Preview different color schemes then select ldquoOKrdquo when you find one you like (Figure 11)

Figure 10

Figure 11

Step 3 Sometimes you need to change the color of one or two shapes for impact To do this select the shape you wish to change (Figure 12A) then click on the paint bucket tool located in the formatting toolbar Select a color by clicking on it and only the shape you selected will change

Lets playhellip

Open visio softwarehelliphellip

Basic Flowchart

Step 1 To open a new Visio drawing go to the Start Menu and select Programs1048774 Visio (Figure 1)

Step 2 Move your cursor over ldquoBusiness Processrdquo and select ldquoBasic Flowchartrdquo

Navigating in Visio

Letrsquos take a few moments to get familiar with the Visio interface (Figure 2)

A the toolbars across the top of the screen are similar to other Microsoft programs such as Word and PowerPoint If you have used these programs before you may notice a few different functionalities which we will explore later

Selecting Help1048774Diagram Gallery is a good way to become familiar with the types of drawings and diagrams that can be created in Visio

B the left side of the screen shows the menus specific to the type of diagram you are creating In this case we see

ndash 1048774 Arrow Shapes ndash 1048774 Backgrounds ndash 1048774 Basic Flowchart Shapes ndash 1048774 Borders and Titles

C the center of the screen shows the diagram workspace which includes the actual diagram page as well as some blank space adjacent to the page

D the right side of the screen shows some help functions Some people may choose to close this window to increase the area for diagram workspace and re-open the help functions when necessary

Step 1 Select a shape from the Shapes menu and drag it to the workspace

Step 2 On the toolbar click the connector tool (Figure 3) The connector tool

will appear highlighted and will remain active until it is deselected

Step 3 With the first shape still selected drag a second shape to the workspace The shapes are connected automatically when the connector tool is turned on

Step 4 Continue adding shapes until you have enough to include all of the

steps in the business process being outlined The example on the next page illustrates a ten step process (figure 4)

Step 5 Shapes can be resized or moved and the connectors will remain intact

At this point your diagram should look something like the following example (figure 4)

Adding text to a diagram and formatting the text

Step 1 Double click on a shape to enter text There is no need to create

a text box (as required with Microsoft Word or PowerPoint shapes) Visio does this automatically for you (Figure 5) (Visio does still support the creation of text boxes outside of shapes)

Step 2 The default format for text in Visio is Arial 8-point font The most efficient way to format is to enter all of the text then format all of the shapes at once

To do this click on one of the shapes to select it Hold down the Shift key and click on the other shapes you wish to format (Figure 6)

Figure 5

Figure 6

Step 3 With the text selected (Figure 7-B) choose the font style and size

you would like to use from the tool bar (Figure7-A)

7-A 7-B

Adding shapes to a formatted diagram

If you realize that you forgot a step in your diagram Visio provides a fairly simple

solution to this problem Simply select another shape drag it to the diagram and

ndash pause over the connector where you would like to insert the shape When the

scissors icon appears (figure 8) drop the shape enter the text and format it to

match your diagram

Figure 8

Creating a background

Visio provides several standard backgrounds which you can add to your diagram

Step 1 From the menu on the left side of the screen click on ldquoBackgroundsrdquo (Figure 9A)

ndash Step 2 Click on a design drag it over your drawing and drop it You will notice that Visio has added a tab at the bottom of the drawing One tab

is labeled ldquoPage-1rdquo and the second is labeled ldquoVBackgroundrdquo (Figure 9B) For the most part you will be working with Page-1 but you always have the option to

add content to the background page as well The important thing to remember is

that whichever page you add content to is the page you need to do your editing on

Modifying the color scheme

The most efficient way to add color to your drawing is to use the color scheme

functionality which will change your shapes background and text all at once

Step 1 Right-click on your workspace and select ldquoColor Schemesrdquo (Figure 10)

Step 2 The color scheme menu will open select a scheme from the menu and click apply Preview different color schemes then select ldquoOKrdquo when you find one you like (Figure 11)

Figure 10

Figure 11

Step 3 Sometimes you need to change the color of one or two shapes for impact To do this select the shape you wish to change (Figure 12A) then click on the paint bucket tool located in the formatting toolbar Select a color by clicking on it and only the shape you selected will change

Basic Flowchart

Step 1 To open a new Visio drawing go to the Start Menu and select Programs1048774 Visio (Figure 1)

Step 2 Move your cursor over ldquoBusiness Processrdquo and select ldquoBasic Flowchartrdquo

Navigating in Visio

Letrsquos take a few moments to get familiar with the Visio interface (Figure 2)

A the toolbars across the top of the screen are similar to other Microsoft programs such as Word and PowerPoint If you have used these programs before you may notice a few different functionalities which we will explore later

Selecting Help1048774Diagram Gallery is a good way to become familiar with the types of drawings and diagrams that can be created in Visio

B the left side of the screen shows the menus specific to the type of diagram you are creating In this case we see

ndash 1048774 Arrow Shapes ndash 1048774 Backgrounds ndash 1048774 Basic Flowchart Shapes ndash 1048774 Borders and Titles

C the center of the screen shows the diagram workspace which includes the actual diagram page as well as some blank space adjacent to the page

D the right side of the screen shows some help functions Some people may choose to close this window to increase the area for diagram workspace and re-open the help functions when necessary

Step 1 Select a shape from the Shapes menu and drag it to the workspace

Step 2 On the toolbar click the connector tool (Figure 3) The connector tool

will appear highlighted and will remain active until it is deselected

Step 3 With the first shape still selected drag a second shape to the workspace The shapes are connected automatically when the connector tool is turned on

Step 4 Continue adding shapes until you have enough to include all of the

steps in the business process being outlined The example on the next page illustrates a ten step process (figure 4)

Step 5 Shapes can be resized or moved and the connectors will remain intact

At this point your diagram should look something like the following example (figure 4)

Adding text to a diagram and formatting the text

Step 1 Double click on a shape to enter text There is no need to create

a text box (as required with Microsoft Word or PowerPoint shapes) Visio does this automatically for you (Figure 5) (Visio does still support the creation of text boxes outside of shapes)

Step 2 The default format for text in Visio is Arial 8-point font The most efficient way to format is to enter all of the text then format all of the shapes at once

To do this click on one of the shapes to select it Hold down the Shift key and click on the other shapes you wish to format (Figure 6)

Figure 5

Figure 6

Step 3 With the text selected (Figure 7-B) choose the font style and size

you would like to use from the tool bar (Figure7-A)

7-A 7-B

Adding shapes to a formatted diagram

If you realize that you forgot a step in your diagram Visio provides a fairly simple

solution to this problem Simply select another shape drag it to the diagram and

ndash pause over the connector where you would like to insert the shape When the

scissors icon appears (figure 8) drop the shape enter the text and format it to

match your diagram

Figure 8

Creating a background

Visio provides several standard backgrounds which you can add to your diagram

Step 1 From the menu on the left side of the screen click on ldquoBackgroundsrdquo (Figure 9A)

ndash Step 2 Click on a design drag it over your drawing and drop it You will notice that Visio has added a tab at the bottom of the drawing One tab

is labeled ldquoPage-1rdquo and the second is labeled ldquoVBackgroundrdquo (Figure 9B) For the most part you will be working with Page-1 but you always have the option to

add content to the background page as well The important thing to remember is

that whichever page you add content to is the page you need to do your editing on

Modifying the color scheme

The most efficient way to add color to your drawing is to use the color scheme

functionality which will change your shapes background and text all at once

Step 1 Right-click on your workspace and select ldquoColor Schemesrdquo (Figure 10)

Step 2 The color scheme menu will open select a scheme from the menu and click apply Preview different color schemes then select ldquoOKrdquo when you find one you like (Figure 11)

Figure 10

Figure 11

Step 3 Sometimes you need to change the color of one or two shapes for impact To do this select the shape you wish to change (Figure 12A) then click on the paint bucket tool located in the formatting toolbar Select a color by clicking on it and only the shape you selected will change

Navigating in Visio

Letrsquos take a few moments to get familiar with the Visio interface (Figure 2)

A the toolbars across the top of the screen are similar to other Microsoft programs such as Word and PowerPoint If you have used these programs before you may notice a few different functionalities which we will explore later

Selecting Help1048774Diagram Gallery is a good way to become familiar with the types of drawings and diagrams that can be created in Visio

B the left side of the screen shows the menus specific to the type of diagram you are creating In this case we see

ndash 1048774 Arrow Shapes ndash 1048774 Backgrounds ndash 1048774 Basic Flowchart Shapes ndash 1048774 Borders and Titles

C the center of the screen shows the diagram workspace which includes the actual diagram page as well as some blank space adjacent to the page

D the right side of the screen shows some help functions Some people may choose to close this window to increase the area for diagram workspace and re-open the help functions when necessary

Step 1 Select a shape from the Shapes menu and drag it to the workspace

Step 2 On the toolbar click the connector tool (Figure 3) The connector tool

will appear highlighted and will remain active until it is deselected

Step 3 With the first shape still selected drag a second shape to the workspace The shapes are connected automatically when the connector tool is turned on

Step 4 Continue adding shapes until you have enough to include all of the

steps in the business process being outlined The example on the next page illustrates a ten step process (figure 4)

Step 5 Shapes can be resized or moved and the connectors will remain intact

At this point your diagram should look something like the following example (figure 4)

Adding text to a diagram and formatting the text

Step 1 Double click on a shape to enter text There is no need to create

a text box (as required with Microsoft Word or PowerPoint shapes) Visio does this automatically for you (Figure 5) (Visio does still support the creation of text boxes outside of shapes)

Step 2 The default format for text in Visio is Arial 8-point font The most efficient way to format is to enter all of the text then format all of the shapes at once

To do this click on one of the shapes to select it Hold down the Shift key and click on the other shapes you wish to format (Figure 6)

Figure 5

Figure 6

Step 3 With the text selected (Figure 7-B) choose the font style and size

you would like to use from the tool bar (Figure7-A)

7-A 7-B

Adding shapes to a formatted diagram

If you realize that you forgot a step in your diagram Visio provides a fairly simple

solution to this problem Simply select another shape drag it to the diagram and

ndash pause over the connector where you would like to insert the shape When the

scissors icon appears (figure 8) drop the shape enter the text and format it to

match your diagram

Figure 8

Creating a background

Visio provides several standard backgrounds which you can add to your diagram

Step 1 From the menu on the left side of the screen click on ldquoBackgroundsrdquo (Figure 9A)

ndash Step 2 Click on a design drag it over your drawing and drop it You will notice that Visio has added a tab at the bottom of the drawing One tab

is labeled ldquoPage-1rdquo and the second is labeled ldquoVBackgroundrdquo (Figure 9B) For the most part you will be working with Page-1 but you always have the option to

add content to the background page as well The important thing to remember is

that whichever page you add content to is the page you need to do your editing on

Modifying the color scheme

The most efficient way to add color to your drawing is to use the color scheme

functionality which will change your shapes background and text all at once

Step 1 Right-click on your workspace and select ldquoColor Schemesrdquo (Figure 10)

Step 2 The color scheme menu will open select a scheme from the menu and click apply Preview different color schemes then select ldquoOKrdquo when you find one you like (Figure 11)

Figure 10

Figure 11

Step 3 Sometimes you need to change the color of one or two shapes for impact To do this select the shape you wish to change (Figure 12A) then click on the paint bucket tool located in the formatting toolbar Select a color by clicking on it and only the shape you selected will change

A the toolbars across the top of the screen are similar to other Microsoft programs such as Word and PowerPoint If you have used these programs before you may notice a few different functionalities which we will explore later

Selecting Help1048774Diagram Gallery is a good way to become familiar with the types of drawings and diagrams that can be created in Visio

B the left side of the screen shows the menus specific to the type of diagram you are creating In this case we see

ndash 1048774 Arrow Shapes ndash 1048774 Backgrounds ndash 1048774 Basic Flowchart Shapes ndash 1048774 Borders and Titles

C the center of the screen shows the diagram workspace which includes the actual diagram page as well as some blank space adjacent to the page

D the right side of the screen shows some help functions Some people may choose to close this window to increase the area for diagram workspace and re-open the help functions when necessary

Step 1 Select a shape from the Shapes menu and drag it to the workspace

Step 2 On the toolbar click the connector tool (Figure 3) The connector tool

will appear highlighted and will remain active until it is deselected

Step 3 With the first shape still selected drag a second shape to the workspace The shapes are connected automatically when the connector tool is turned on

Step 4 Continue adding shapes until you have enough to include all of the

steps in the business process being outlined The example on the next page illustrates a ten step process (figure 4)

Step 5 Shapes can be resized or moved and the connectors will remain intact

At this point your diagram should look something like the following example (figure 4)

Adding text to a diagram and formatting the text

Step 1 Double click on a shape to enter text There is no need to create

a text box (as required with Microsoft Word or PowerPoint shapes) Visio does this automatically for you (Figure 5) (Visio does still support the creation of text boxes outside of shapes)

Step 2 The default format for text in Visio is Arial 8-point font The most efficient way to format is to enter all of the text then format all of the shapes at once

To do this click on one of the shapes to select it Hold down the Shift key and click on the other shapes you wish to format (Figure 6)

Figure 5

Figure 6

Step 3 With the text selected (Figure 7-B) choose the font style and size

you would like to use from the tool bar (Figure7-A)

7-A 7-B

Adding shapes to a formatted diagram

If you realize that you forgot a step in your diagram Visio provides a fairly simple

solution to this problem Simply select another shape drag it to the diagram and

ndash pause over the connector where you would like to insert the shape When the

scissors icon appears (figure 8) drop the shape enter the text and format it to

match your diagram

Figure 8

Creating a background

Visio provides several standard backgrounds which you can add to your diagram

Step 1 From the menu on the left side of the screen click on ldquoBackgroundsrdquo (Figure 9A)

ndash Step 2 Click on a design drag it over your drawing and drop it You will notice that Visio has added a tab at the bottom of the drawing One tab

is labeled ldquoPage-1rdquo and the second is labeled ldquoVBackgroundrdquo (Figure 9B) For the most part you will be working with Page-1 but you always have the option to

add content to the background page as well The important thing to remember is

that whichever page you add content to is the page you need to do your editing on

Modifying the color scheme

The most efficient way to add color to your drawing is to use the color scheme

functionality which will change your shapes background and text all at once

Step 1 Right-click on your workspace and select ldquoColor Schemesrdquo (Figure 10)

Step 2 The color scheme menu will open select a scheme from the menu and click apply Preview different color schemes then select ldquoOKrdquo when you find one you like (Figure 11)

Figure 10

Figure 11

Step 3 Sometimes you need to change the color of one or two shapes for impact To do this select the shape you wish to change (Figure 12A) then click on the paint bucket tool located in the formatting toolbar Select a color by clicking on it and only the shape you selected will change

C the center of the screen shows the diagram workspace which includes the actual diagram page as well as some blank space adjacent to the page

D the right side of the screen shows some help functions Some people may choose to close this window to increase the area for diagram workspace and re-open the help functions when necessary

Step 1 Select a shape from the Shapes menu and drag it to the workspace

Step 2 On the toolbar click the connector tool (Figure 3) The connector tool

will appear highlighted and will remain active until it is deselected

Step 3 With the first shape still selected drag a second shape to the workspace The shapes are connected automatically when the connector tool is turned on

Step 4 Continue adding shapes until you have enough to include all of the

steps in the business process being outlined The example on the next page illustrates a ten step process (figure 4)

Step 5 Shapes can be resized or moved and the connectors will remain intact

At this point your diagram should look something like the following example (figure 4)

Adding text to a diagram and formatting the text

Step 1 Double click on a shape to enter text There is no need to create

a text box (as required with Microsoft Word or PowerPoint shapes) Visio does this automatically for you (Figure 5) (Visio does still support the creation of text boxes outside of shapes)

Step 2 The default format for text in Visio is Arial 8-point font The most efficient way to format is to enter all of the text then format all of the shapes at once

To do this click on one of the shapes to select it Hold down the Shift key and click on the other shapes you wish to format (Figure 6)

Figure 5

Figure 6

Step 3 With the text selected (Figure 7-B) choose the font style and size

you would like to use from the tool bar (Figure7-A)

7-A 7-B

Adding shapes to a formatted diagram

If you realize that you forgot a step in your diagram Visio provides a fairly simple

solution to this problem Simply select another shape drag it to the diagram and

ndash pause over the connector where you would like to insert the shape When the

scissors icon appears (figure 8) drop the shape enter the text and format it to

match your diagram

Figure 8

Creating a background

Visio provides several standard backgrounds which you can add to your diagram

Step 1 From the menu on the left side of the screen click on ldquoBackgroundsrdquo (Figure 9A)

ndash Step 2 Click on a design drag it over your drawing and drop it You will notice that Visio has added a tab at the bottom of the drawing One tab

is labeled ldquoPage-1rdquo and the second is labeled ldquoVBackgroundrdquo (Figure 9B) For the most part you will be working with Page-1 but you always have the option to

add content to the background page as well The important thing to remember is

that whichever page you add content to is the page you need to do your editing on

Modifying the color scheme

The most efficient way to add color to your drawing is to use the color scheme

functionality which will change your shapes background and text all at once

Step 1 Right-click on your workspace and select ldquoColor Schemesrdquo (Figure 10)

Step 2 The color scheme menu will open select a scheme from the menu and click apply Preview different color schemes then select ldquoOKrdquo when you find one you like (Figure 11)

Figure 10

Figure 11

Step 3 Sometimes you need to change the color of one or two shapes for impact To do this select the shape you wish to change (Figure 12A) then click on the paint bucket tool located in the formatting toolbar Select a color by clicking on it and only the shape you selected will change

Step 1 Select a shape from the Shapes menu and drag it to the workspace

Step 2 On the toolbar click the connector tool (Figure 3) The connector tool

will appear highlighted and will remain active until it is deselected

Step 3 With the first shape still selected drag a second shape to the workspace The shapes are connected automatically when the connector tool is turned on

Step 4 Continue adding shapes until you have enough to include all of the

steps in the business process being outlined The example on the next page illustrates a ten step process (figure 4)

Step 5 Shapes can be resized or moved and the connectors will remain intact

At this point your diagram should look something like the following example (figure 4)

Adding text to a diagram and formatting the text

Step 1 Double click on a shape to enter text There is no need to create

a text box (as required with Microsoft Word or PowerPoint shapes) Visio does this automatically for you (Figure 5) (Visio does still support the creation of text boxes outside of shapes)

Step 2 The default format for text in Visio is Arial 8-point font The most efficient way to format is to enter all of the text then format all of the shapes at once

To do this click on one of the shapes to select it Hold down the Shift key and click on the other shapes you wish to format (Figure 6)

Figure 5

Figure 6

Step 3 With the text selected (Figure 7-B) choose the font style and size

you would like to use from the tool bar (Figure7-A)

7-A 7-B

Adding shapes to a formatted diagram

If you realize that you forgot a step in your diagram Visio provides a fairly simple

solution to this problem Simply select another shape drag it to the diagram and

ndash pause over the connector where you would like to insert the shape When the

scissors icon appears (figure 8) drop the shape enter the text and format it to

match your diagram

Figure 8

Creating a background

Visio provides several standard backgrounds which you can add to your diagram

Step 1 From the menu on the left side of the screen click on ldquoBackgroundsrdquo (Figure 9A)

ndash Step 2 Click on a design drag it over your drawing and drop it You will notice that Visio has added a tab at the bottom of the drawing One tab

is labeled ldquoPage-1rdquo and the second is labeled ldquoVBackgroundrdquo (Figure 9B) For the most part you will be working with Page-1 but you always have the option to

add content to the background page as well The important thing to remember is

that whichever page you add content to is the page you need to do your editing on

Modifying the color scheme

The most efficient way to add color to your drawing is to use the color scheme

functionality which will change your shapes background and text all at once

Step 1 Right-click on your workspace and select ldquoColor Schemesrdquo (Figure 10)

Step 2 The color scheme menu will open select a scheme from the menu and click apply Preview different color schemes then select ldquoOKrdquo when you find one you like (Figure 11)

Figure 10

Figure 11

Step 3 Sometimes you need to change the color of one or two shapes for impact To do this select the shape you wish to change (Figure 12A) then click on the paint bucket tool located in the formatting toolbar Select a color by clicking on it and only the shape you selected will change

Step 3 With the first shape still selected drag a second shape to the workspace The shapes are connected automatically when the connector tool is turned on

Step 4 Continue adding shapes until you have enough to include all of the

steps in the business process being outlined The example on the next page illustrates a ten step process (figure 4)

Step 5 Shapes can be resized or moved and the connectors will remain intact

At this point your diagram should look something like the following example (figure 4)

Adding text to a diagram and formatting the text

Step 1 Double click on a shape to enter text There is no need to create

a text box (as required with Microsoft Word or PowerPoint shapes) Visio does this automatically for you (Figure 5) (Visio does still support the creation of text boxes outside of shapes)

Step 2 The default format for text in Visio is Arial 8-point font The most efficient way to format is to enter all of the text then format all of the shapes at once

To do this click on one of the shapes to select it Hold down the Shift key and click on the other shapes you wish to format (Figure 6)

Figure 5

Figure 6

Step 3 With the text selected (Figure 7-B) choose the font style and size

you would like to use from the tool bar (Figure7-A)

7-A 7-B

Adding shapes to a formatted diagram

If you realize that you forgot a step in your diagram Visio provides a fairly simple

solution to this problem Simply select another shape drag it to the diagram and

ndash pause over the connector where you would like to insert the shape When the

scissors icon appears (figure 8) drop the shape enter the text and format it to

match your diagram

Figure 8

Creating a background

Visio provides several standard backgrounds which you can add to your diagram

Step 1 From the menu on the left side of the screen click on ldquoBackgroundsrdquo (Figure 9A)

ndash Step 2 Click on a design drag it over your drawing and drop it You will notice that Visio has added a tab at the bottom of the drawing One tab

is labeled ldquoPage-1rdquo and the second is labeled ldquoVBackgroundrdquo (Figure 9B) For the most part you will be working with Page-1 but you always have the option to

add content to the background page as well The important thing to remember is

that whichever page you add content to is the page you need to do your editing on

Modifying the color scheme

The most efficient way to add color to your drawing is to use the color scheme

functionality which will change your shapes background and text all at once

Step 1 Right-click on your workspace and select ldquoColor Schemesrdquo (Figure 10)

Step 2 The color scheme menu will open select a scheme from the menu and click apply Preview different color schemes then select ldquoOKrdquo when you find one you like (Figure 11)

Figure 10

Figure 11

Step 3 Sometimes you need to change the color of one or two shapes for impact To do this select the shape you wish to change (Figure 12A) then click on the paint bucket tool located in the formatting toolbar Select a color by clicking on it and only the shape you selected will change

Adding text to a diagram and formatting the text

Step 1 Double click on a shape to enter text There is no need to create

a text box (as required with Microsoft Word or PowerPoint shapes) Visio does this automatically for you (Figure 5) (Visio does still support the creation of text boxes outside of shapes)

Step 2 The default format for text in Visio is Arial 8-point font The most efficient way to format is to enter all of the text then format all of the shapes at once

To do this click on one of the shapes to select it Hold down the Shift key and click on the other shapes you wish to format (Figure 6)

Figure 5

Figure 6

Step 3 With the text selected (Figure 7-B) choose the font style and size

you would like to use from the tool bar (Figure7-A)

7-A 7-B

Adding shapes to a formatted diagram

If you realize that you forgot a step in your diagram Visio provides a fairly simple

solution to this problem Simply select another shape drag it to the diagram and

ndash pause over the connector where you would like to insert the shape When the

scissors icon appears (figure 8) drop the shape enter the text and format it to

match your diagram

Figure 8

Creating a background

Visio provides several standard backgrounds which you can add to your diagram

Step 1 From the menu on the left side of the screen click on ldquoBackgroundsrdquo (Figure 9A)

ndash Step 2 Click on a design drag it over your drawing and drop it You will notice that Visio has added a tab at the bottom of the drawing One tab

is labeled ldquoPage-1rdquo and the second is labeled ldquoVBackgroundrdquo (Figure 9B) For the most part you will be working with Page-1 but you always have the option to

add content to the background page as well The important thing to remember is

that whichever page you add content to is the page you need to do your editing on

Modifying the color scheme

The most efficient way to add color to your drawing is to use the color scheme

functionality which will change your shapes background and text all at once

Step 1 Right-click on your workspace and select ldquoColor Schemesrdquo (Figure 10)

Step 2 The color scheme menu will open select a scheme from the menu and click apply Preview different color schemes then select ldquoOKrdquo when you find one you like (Figure 11)

Figure 10

Figure 11

Step 3 Sometimes you need to change the color of one or two shapes for impact To do this select the shape you wish to change (Figure 12A) then click on the paint bucket tool located in the formatting toolbar Select a color by clicking on it and only the shape you selected will change

Figure 5

Figure 6

Step 3 With the text selected (Figure 7-B) choose the font style and size

you would like to use from the tool bar (Figure7-A)

7-A 7-B

Adding shapes to a formatted diagram

If you realize that you forgot a step in your diagram Visio provides a fairly simple

solution to this problem Simply select another shape drag it to the diagram and

ndash pause over the connector where you would like to insert the shape When the

scissors icon appears (figure 8) drop the shape enter the text and format it to

match your diagram

Figure 8

Creating a background

Visio provides several standard backgrounds which you can add to your diagram

Step 1 From the menu on the left side of the screen click on ldquoBackgroundsrdquo (Figure 9A)

ndash Step 2 Click on a design drag it over your drawing and drop it You will notice that Visio has added a tab at the bottom of the drawing One tab

is labeled ldquoPage-1rdquo and the second is labeled ldquoVBackgroundrdquo (Figure 9B) For the most part you will be working with Page-1 but you always have the option to

add content to the background page as well The important thing to remember is

that whichever page you add content to is the page you need to do your editing on

Modifying the color scheme

The most efficient way to add color to your drawing is to use the color scheme

functionality which will change your shapes background and text all at once

Step 1 Right-click on your workspace and select ldquoColor Schemesrdquo (Figure 10)

Step 2 The color scheme menu will open select a scheme from the menu and click apply Preview different color schemes then select ldquoOKrdquo when you find one you like (Figure 11)

Figure 10

Figure 11

Step 3 Sometimes you need to change the color of one or two shapes for impact To do this select the shape you wish to change (Figure 12A) then click on the paint bucket tool located in the formatting toolbar Select a color by clicking on it and only the shape you selected will change

Figure 6

Step 3 With the text selected (Figure 7-B) choose the font style and size

you would like to use from the tool bar (Figure7-A)

7-A 7-B

Adding shapes to a formatted diagram

If you realize that you forgot a step in your diagram Visio provides a fairly simple

solution to this problem Simply select another shape drag it to the diagram and

ndash pause over the connector where you would like to insert the shape When the

scissors icon appears (figure 8) drop the shape enter the text and format it to

match your diagram

Figure 8

Creating a background

Visio provides several standard backgrounds which you can add to your diagram

Step 1 From the menu on the left side of the screen click on ldquoBackgroundsrdquo (Figure 9A)

ndash Step 2 Click on a design drag it over your drawing and drop it You will notice that Visio has added a tab at the bottom of the drawing One tab

is labeled ldquoPage-1rdquo and the second is labeled ldquoVBackgroundrdquo (Figure 9B) For the most part you will be working with Page-1 but you always have the option to

add content to the background page as well The important thing to remember is

that whichever page you add content to is the page you need to do your editing on

Modifying the color scheme

The most efficient way to add color to your drawing is to use the color scheme

functionality which will change your shapes background and text all at once

Step 1 Right-click on your workspace and select ldquoColor Schemesrdquo (Figure 10)

Step 2 The color scheme menu will open select a scheme from the menu and click apply Preview different color schemes then select ldquoOKrdquo when you find one you like (Figure 11)

Figure 10

Figure 11

Step 3 Sometimes you need to change the color of one or two shapes for impact To do this select the shape you wish to change (Figure 12A) then click on the paint bucket tool located in the formatting toolbar Select a color by clicking on it and only the shape you selected will change

Step 3 With the text selected (Figure 7-B) choose the font style and size

you would like to use from the tool bar (Figure7-A)

7-A 7-B

Adding shapes to a formatted diagram

If you realize that you forgot a step in your diagram Visio provides a fairly simple

solution to this problem Simply select another shape drag it to the diagram and

ndash pause over the connector where you would like to insert the shape When the

scissors icon appears (figure 8) drop the shape enter the text and format it to

match your diagram

Figure 8

Creating a background

Visio provides several standard backgrounds which you can add to your diagram

Step 1 From the menu on the left side of the screen click on ldquoBackgroundsrdquo (Figure 9A)

ndash Step 2 Click on a design drag it over your drawing and drop it You will notice that Visio has added a tab at the bottom of the drawing One tab

is labeled ldquoPage-1rdquo and the second is labeled ldquoVBackgroundrdquo (Figure 9B) For the most part you will be working with Page-1 but you always have the option to

add content to the background page as well The important thing to remember is

that whichever page you add content to is the page you need to do your editing on

Modifying the color scheme

The most efficient way to add color to your drawing is to use the color scheme

functionality which will change your shapes background and text all at once

Step 1 Right-click on your workspace and select ldquoColor Schemesrdquo (Figure 10)

Step 2 The color scheme menu will open select a scheme from the menu and click apply Preview different color schemes then select ldquoOKrdquo when you find one you like (Figure 11)

Figure 10

Figure 11

Step 3 Sometimes you need to change the color of one or two shapes for impact To do this select the shape you wish to change (Figure 12A) then click on the paint bucket tool located in the formatting toolbar Select a color by clicking on it and only the shape you selected will change

7-A 7-B

Adding shapes to a formatted diagram

If you realize that you forgot a step in your diagram Visio provides a fairly simple

solution to this problem Simply select another shape drag it to the diagram and

ndash pause over the connector where you would like to insert the shape When the

scissors icon appears (figure 8) drop the shape enter the text and format it to

match your diagram

Figure 8

Creating a background

Visio provides several standard backgrounds which you can add to your diagram

Step 1 From the menu on the left side of the screen click on ldquoBackgroundsrdquo (Figure 9A)

ndash Step 2 Click on a design drag it over your drawing and drop it You will notice that Visio has added a tab at the bottom of the drawing One tab

is labeled ldquoPage-1rdquo and the second is labeled ldquoVBackgroundrdquo (Figure 9B) For the most part you will be working with Page-1 but you always have the option to

add content to the background page as well The important thing to remember is

that whichever page you add content to is the page you need to do your editing on

Modifying the color scheme

The most efficient way to add color to your drawing is to use the color scheme

functionality which will change your shapes background and text all at once

Step 1 Right-click on your workspace and select ldquoColor Schemesrdquo (Figure 10)

Step 2 The color scheme menu will open select a scheme from the menu and click apply Preview different color schemes then select ldquoOKrdquo when you find one you like (Figure 11)

Figure 10

Figure 11

Step 3 Sometimes you need to change the color of one or two shapes for impact To do this select the shape you wish to change (Figure 12A) then click on the paint bucket tool located in the formatting toolbar Select a color by clicking on it and only the shape you selected will change

Adding shapes to a formatted diagram

If you realize that you forgot a step in your diagram Visio provides a fairly simple

solution to this problem Simply select another shape drag it to the diagram and

ndash pause over the connector where you would like to insert the shape When the

scissors icon appears (figure 8) drop the shape enter the text and format it to

match your diagram

Figure 8

Creating a background

Visio provides several standard backgrounds which you can add to your diagram

Step 1 From the menu on the left side of the screen click on ldquoBackgroundsrdquo (Figure 9A)

ndash Step 2 Click on a design drag it over your drawing and drop it You will notice that Visio has added a tab at the bottom of the drawing One tab

is labeled ldquoPage-1rdquo and the second is labeled ldquoVBackgroundrdquo (Figure 9B) For the most part you will be working with Page-1 but you always have the option to

add content to the background page as well The important thing to remember is

that whichever page you add content to is the page you need to do your editing on

Modifying the color scheme

The most efficient way to add color to your drawing is to use the color scheme

functionality which will change your shapes background and text all at once

Step 1 Right-click on your workspace and select ldquoColor Schemesrdquo (Figure 10)

Step 2 The color scheme menu will open select a scheme from the menu and click apply Preview different color schemes then select ldquoOKrdquo when you find one you like (Figure 11)

Figure 10

Figure 11

Step 3 Sometimes you need to change the color of one or two shapes for impact To do this select the shape you wish to change (Figure 12A) then click on the paint bucket tool located in the formatting toolbar Select a color by clicking on it and only the shape you selected will change

Figure 8

Creating a background

Visio provides several standard backgrounds which you can add to your diagram

Step 1 From the menu on the left side of the screen click on ldquoBackgroundsrdquo (Figure 9A)

ndash Step 2 Click on a design drag it over your drawing and drop it You will notice that Visio has added a tab at the bottom of the drawing One tab

is labeled ldquoPage-1rdquo and the second is labeled ldquoVBackgroundrdquo (Figure 9B) For the most part you will be working with Page-1 but you always have the option to

add content to the background page as well The important thing to remember is

that whichever page you add content to is the page you need to do your editing on

Modifying the color scheme

The most efficient way to add color to your drawing is to use the color scheme

functionality which will change your shapes background and text all at once

Step 1 Right-click on your workspace and select ldquoColor Schemesrdquo (Figure 10)

Step 2 The color scheme menu will open select a scheme from the menu and click apply Preview different color schemes then select ldquoOKrdquo when you find one you like (Figure 11)

Figure 10

Figure 11

Step 3 Sometimes you need to change the color of one or two shapes for impact To do this select the shape you wish to change (Figure 12A) then click on the paint bucket tool located in the formatting toolbar Select a color by clicking on it and only the shape you selected will change

Creating a background

Visio provides several standard backgrounds which you can add to your diagram

Step 1 From the menu on the left side of the screen click on ldquoBackgroundsrdquo (Figure 9A)

ndash Step 2 Click on a design drag it over your drawing and drop it You will notice that Visio has added a tab at the bottom of the drawing One tab

is labeled ldquoPage-1rdquo and the second is labeled ldquoVBackgroundrdquo (Figure 9B) For the most part you will be working with Page-1 but you always have the option to

add content to the background page as well The important thing to remember is

that whichever page you add content to is the page you need to do your editing on

Modifying the color scheme

The most efficient way to add color to your drawing is to use the color scheme

functionality which will change your shapes background and text all at once

Step 1 Right-click on your workspace and select ldquoColor Schemesrdquo (Figure 10)

Step 2 The color scheme menu will open select a scheme from the menu and click apply Preview different color schemes then select ldquoOKrdquo when you find one you like (Figure 11)

Figure 10

Figure 11

Step 3 Sometimes you need to change the color of one or two shapes for impact To do this select the shape you wish to change (Figure 12A) then click on the paint bucket tool located in the formatting toolbar Select a color by clicking on it and only the shape you selected will change

Modifying the color scheme

The most efficient way to add color to your drawing is to use the color scheme

functionality which will change your shapes background and text all at once

Step 1 Right-click on your workspace and select ldquoColor Schemesrdquo (Figure 10)

Step 2 The color scheme menu will open select a scheme from the menu and click apply Preview different color schemes then select ldquoOKrdquo when you find one you like (Figure 11)

Figure 10

Figure 11

Step 3 Sometimes you need to change the color of one or two shapes for impact To do this select the shape you wish to change (Figure 12A) then click on the paint bucket tool located in the formatting toolbar Select a color by clicking on it and only the shape you selected will change

Figure 10

Figure 11

Step 3 Sometimes you need to change the color of one or two shapes for impact To do this select the shape you wish to change (Figure 12A) then click on the paint bucket tool located in the formatting toolbar Select a color by clicking on it and only the shape you selected will change

Figure 11

Step 3 Sometimes you need to change the color of one or two shapes for impact To do this select the shape you wish to change (Figure 12A) then click on the paint bucket tool located in the formatting toolbar Select a color by clicking on it and only the shape you selected will change

Step 3 Sometimes you need to change the color of one or two shapes for impact To do this select the shape you wish to change (Figure 12A) then click on the paint bucket tool located in the formatting toolbar Select a color by clicking on it and only the shape you selected will change