pruexx http://www.pruexx.com !

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Easy to use! Easy to understand!

Requirements:

HTML5 ready browser:

• Chrome (tested)

• Safari 5.1

• Opera 11

• Firefox 4+ (tested)

• Internet Explorer 9 (tested)

Recommended screen resolution: min: 1024x768

Purpose of PRUEXX!

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To provide a simple platform for documenting organization policies

(e.g. ISO processes, ITIL processes)

Features •  Software as a service (no need to

install anything) •  Process modeling based on standard

BPMN •  Documenting organization structure •  Documenting information flow •  Documenting required technology

items

•  Setting clear responsibilities (RACI) •  Create flexible organizational policy

documents •  Export models to PDF •  Export documentation to PDF •  Export documentation to Word for

further editing

GETTING STARTED Home screen and registration

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Getting started: Home screen

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Congratulation, and welcome to our website! Thank you for trying out Pruexx!

If you have already registered yourself, just log-in., and start using Pruexx!

You can find 2 login windows on the screen, select the more comfortable one!

How to register yourself?

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If you are a new user, welcome! You have to register yourself to start using Pruexx!

To register yourself please click on either orange button: „Give it a try” or „Start using Pruexx”

How to register yourself?

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Currently only Personal user is available.

The choice will be yours! We work on it!

Enter your first name!

Enter your last name

Enter your e-mail address! It should be valid, because we will send the confirmation

e-mail there!

You have to enter your password twice!

Click to accept the Terms and Conditions!

Ready? Click on in!

Activate your account

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You will get an activation e-mail in a minute.

Please click on the orange button „Activate my Profile”, or the link in the text. They point to the same place.

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Login with your e-mail address and password!

How to start the application?

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If you logged in, you are ready to start the application itself. Please note, the apperance of the start screen has changed.

You have three choices to do so!

Let’s start Pruexx!

You can change your password here.

You can log out here

USER INTERFACE Menu items, navigation

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User interface without model

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In this box, you will find your models. To start, you will have a fiolder, filled with sample models, and a folder for your own models. You can any time create, new folders, rename, move or delete existing ones.

If you use any model, or modelling object you will see its properties here. As you log in, this box should be empty.

This is the modeling canvas. If nothing is opened, you should see this option to create a new model.

The menu bar. You can reach additional functionality here.

User interface with model

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Properties for an activitiy, in a Business Process Model.

With the dobule arrows at the top of the box, you can close this boksz.

Canvas for modelling.

Model objects. Just drag an item, and drop on the canvas!

Tabs for models.

Give us your feedback!

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This is the most important button! Please give us feedback to enhance your user experience!

Something is not working? We are not perfect, and we DO sorry! We will fix it!

Do you have a suggestion or wish? Don’t be shy! Just give us time!

Menu items

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File

New model Create new model (process model, Process merging model, IT model, Organization model, Document model, Product model)

Open Open model from the folder structure, with preview (preview will come only in the final version)

Save Save the actual model. The tool saves automatically, so you cannot loose data, but a manual saves creates a new version baseline, where you can step back, if necessary.

Close Close the actual model

Page Setup Set paper size, orientation and margins.

Print Print the selected model.

Export Export to PDF

New Document You can create a new policy document, where you can include any model in addition to the free document text. In the document you can use three levels of headings along with free text. Please check the reference how to include models

Language Set language (Currently english and Hungarian are supported)

Logout Leave Pruexx

Edit!Undo! To withdraw your last action!Redo! To withdraw your last withdrawn action!Cut! Cut the selected object(s)!Copy! Copy the selected object(s)!Paste! Paste the selected object(s)!Select All! Select all objects on the canvas!Find! Find an object in the current or in all models!

View!Grid! You can select, how the canvas can help your

work: with lines or dots in the background to help positioning your objects, or with just offering a clear white canvas.!

Snap to Grid! Snapping objects to grid. Or not.!Page Breaks! Show or hide page breaks. !Library! Show or hide library box (model folders and

model names)!Properties! Show or hide properties box !

Help!Search! Search in the manual!User manual! The whole manual itself!About Pruexx! Version number, publisher, etc.!Give Us Your Feedback!

We do really appriciate it!!

Keyboard Shorcuts! Keyboard shortcuts for Windows or Mac. Please mind the modelling window must be active to use the shortcuts.!

Account!Profile! :'2!;.(!;<.(=#!4'2$!>.%%?'$@7!'$!@#3#/#!4'2$!

>$'A3#!Upgrade account! BC2$$#(/34!('/!?'$D&(=E!F#$#!4'2!.$#!.G3#!/'!

2>=$.@#!4'2$!H$##!.;;'2(/+!Previous transactions! BC2$$#(/34!('/!?'$D&(=E!:'2!;.(!;<#;D!4'2$!>$#I&'2%!

/$.(%.;J'(%+!-'='2/! -#.I#!K$2#LL!

Create new model

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To create new model, you can

1.  select New Model from the file menu, OR

2.  Right click on the models and documents window, OR

3.  Left Click on the „New Model” button on the canvas.

Create new model

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For sharing a model, you will need a business

account.

Enter the name of the model!

Select the model type!

MODEL TYPES

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Model types •  Process Model: Used to model business processes

and required resources. •  Merge model: Create overview models, and help the

navigation among your models.

•  Organisational model: to define the organisational structure, organisational units, positions and roles.

•  IT model: To define the IT architecture, hardware (IT infrastructure), software (applications) and services (IT and business services).

•  Document model: To model documents or document parts to add inputs and outputs to a process activity.

•  Product model: To model products or product parts to add inputs and outputs to a process activity.

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Process model objects

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Process model objects (cont.)

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Starting and ending a process

•  To start a process, use START event, as trigger. •  To mark the end of your process, use the

END event.

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…

Using gateways

•  A gateway object splits the sequence flow into two or more paths. These flow should be reunited with the same logical gateways that splits them.

•  The right sequence for using gateway is to use an activity that covers the decision, followed by the logical gateway.

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…

…

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Sample process model

Project Management: start a new project •  This very top level business process diagram illustrates every main element:

–  Process start –  Gateway (paralellity) –  Subprocess –  Process ends

•  Please note, the second paralellity gateway indicates to wait, until all parallel flows have been finished.

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Process model properties box

•  For activities in the process model, you will find the most properties to set.

•  As text fields you can specify the name of an activity, a description and additional comments.

•  Under References you refer to: –  Used IT model elements (e.g. an activity us

supported by an application, or requires a services)

–  Input and output document –  Input and output product –  Organisation Model Item

•  You can set activity related responsibilities under RACI Rules

•  You can link a sub process instead of acvity

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Process model properties box - References

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2. Select referenced model type 3. Select model 4. Select item

1)  Click on the references button 2)  Select reference type 3)  Select model type 4)  Select the referenced item

References will be displayed under “References” section with the icon of the reference type, and indicating input and output references. You can select more than one reference in the same type.

Process model properties box - RACI

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RACI settings will be displayed under “RACI” section with the icon of the responsibility type: •  R – Responsible for execution of an activity. You can select only one

organisational player for responsibility. •  A – Accountable for the results of an activity (ownership, quality

control). You can select only one organisational player for accountability.

•  C – Consulted during performing an activity (request for information) •  I – Informed, aka. receiving information about the execution of an

activity.

Select organizational model

Select Unit, Position or Role from the model

Merge model

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Organisational chart

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Sample organisational chart: Project office

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•  Project Office –  The following example describes the

top level structure of a corporate project office. The office consists of program managers (responsible for several, but strongly interrelated projects), project managers, and assistants.

–  Please note, that a person can hold several positions in a company, and in each position can have several roles, responsibilities.

–  If you want to use a simple approach, you can stop at the position level.

–  If you want to describe the roles and responsibilities of each position, use roles.

Sample organisational chart: Matrix organisation

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IT Model

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IT model sample •  Architecture model

–  This model describes the components of an online business service: check balance.

–  It requires an online application that runs on a webserver. The functionality is provided by a backend system (account system) that uses an application server and a database server. Both servers are virtual, and run on the same physical server.

–  Please note, the figure presents the property box for a service, where you can set the service type.

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Document model

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Product model

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CREATING A POLICY DOCUMENT

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Creating a new policy document

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To create new policy document, you need to select New Document the File menu

Enter name of the new document

With Business Account you will be able to collaborate on editing documents. [Currently not working]

Document editor

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As in a simplified text editor, you can select 3 heading styles a body and a comment style.

You can insert existing models into the documentation, by seleting the model from the structure.

Model documentation selection

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If you click on a model inserted into the document, you can select which propertie should be displayed in the model.

As exporting it will be included in the word and PDF document (see below).

You can export the document to Word format for further editing, or to PDF for direct printing.

With Business account you can set editing permissions.

You will find the export buttons in the Properties window, if nothing is selected.

pruexx http://www.pruexx.com !