1. Text editor

SyReach Process provides an internal text editor setup for productivity and consistency.

The text editor provides a quick way to format your document, while ensuring a consistent graphical appearance accross all your documents: Text styles.

Text styles are located at the right of the main text editor pane. Simply click a style, and it will be applied on the whole paragraph, or selected text.

You can customize existing styles in the Text editor preferences.

1.1 File

Click “Open” to import existing text from MS Word documents.

1.2 Text

Click “Save and close” to confirm your changes and close the text editor.

Click “Cancel and close” to cancel all your changes and close the text editor.

1.3 Font and Paragraph styles

You the provided lists to apply a Font style, or Paragraph style, to the selected text.

1.4 How to insert an hyperlink?

Select the text

In the bottom pane, select an hyperlink type, and enter the hyperlink

Click on “Accept” to save the hyperlink

2. Simulation preferences

Setup here general parameters for the simulation engines.

2.1 Workload simulation

Define here:

  • The worked hours per year,
  • The worked hours per day

The worked days per year is automatically computed.

2.2 Costs simulation

Define here how the resources quantities are spread over consuming activities:

  • Manual allocation: Quantities are not automatically spread over consuming activities. You need to provide data manually.
  • Number of tasks: Quantities are spread based on the number of tasks of consuming activities.
  • Calibrated workload: Quantities are spread based on the calibrated workload of each consuming activity.

This parameter is used by the “Allocate consumed units” form of the Costs simulation.

2.3 Time simulation

Define here the displayed work days and hours, in the time diagrams.

These parameter do not influence the times simulation engine, which uses resources calendars to compute the time when resources will be available next. This is only used for display purpose.

2.4 Read also

3. Process editor preferences

This form allows you to set preferences for the process diagrams editor.

3.1 Default colors

Set here the colors of object shapes.

3.2 Diagram maximum size

Define here the maximum recommended size for any process diagram.

For better diagram readability, we recommend to set the maximum size to the screen size of your computer.

Process diagrams are scaled down in reports. If you set a too high diagram size, your processes will not be readable anymore.

Remember that processes can be breakdown into smaller pieces of processes. Use this technique to manage a high number of activities within your processes.

 

3.3 Read also:

4. Diagram styles preferences

You can define new diagram styles, or customize existing diagram styles, in this form.

4.1 To update a diagram style

Select the object to update on the left pane

Select the line to update in the right pane

Update the style attributes in the bottom right pane

You’ll need to use the Macro editor to select which information to display.

4.2 To create a new diagram style

Select an existing diagram style

Click on “Create” and provide a name for the new style: The selected diagram style is copied with the new name.

4.3 Delete a diagram style

Caution: It is strongly recommended to not delete existing styles, especially the Normal, Costs simulation and Times simulation styles. If you delete these styles, you’ll need to recreate them to use the related modules in the process diagram, or revert your backup file.

To delete a diagram style, select the diagram style name, click on “Delete”, and confirm your choice.

4.4 Read also:

5. Text editor preferences

In this form, you can define Font and Paragraph predefined styles, for the text editor.

This is a convenient way to ensure appearance consistency within all your input texts.

5.1 To update a style

Select “Font styles” or “Paragraph styles” at the bottom left of the form.

Click on the style to update, in the preview pane.

Update style attributes, in the right pane.

Click on “Save Styles Updates” to save your changes.

5.2 To rename a style

Select “Font styles” or “Paragraph styles” at the bottom left of the form.

Click on the style to update, in the preview pane.

Click on “Rename”

Provide a new style name

Click on “Save Styles Updates” to save your changes.

 

6. Application preferences

6.1 Appearance

Select the desired appearance of the application here.

6.2 File protection

You can protect sensible data of your process file with a password.

To protect a file:

  • Click on “Access protected parts”
  • Enter a password and a hint
  • Select the parts of the file to protect
  • Click on “Protect”

To access protected parts:

  • Enter the password
  • Click on “Access protected parts”

This must be done everytime you open a protected file.

To remove the protection from a file:

  • Enter the password
  • Click on “Remove protection”

6.3 Language

Select here the language used by the application.

7. Audit

Once you have described your processes, and communicated on them, you’ll certainly need to audit if processes are used as they were designed.

The Audit module helps you to keep a track of your process audits results.

7.1 Describe audit requirements

Audit requirements are described in the Activities designer form, in the “Audit” tab.

You can access each activity form by using the “See” button in the activities tree.

7.2 Prepare audits

Before you create an audit, you must select which processes or activities are auditables.

This can be done by selecting each auditable activity in the activities tree, by using the checkbox.

You can also use the “Select processes” button, that will check all processes of the activities tree.

7.3 Create an audit

To create an audit, provide an audit date in the main menu, and use the “Create an audit” button.

The audit date uniquely identify audits within an audit campaign: This is the open date of your audit campain.

If you need to incrementaly create audit reports within the same audit campaign, please ensure that you reuse the same audit date.

Creating an audit will prepare blank audit reports for each selected process and activity.

7.4 Select another audit

To select another audit, simply select the start date of the audit campaign in the drop down list on top of the activities tree.

7.5 The activities tree

The activities tree represent all activities that are auditables. It provides a convenient way to enter audit results, by providing the following elements:

  • Audit result: Can be: Compliant, Non compliant/Minor, Non compliant/Major, Pending (meaning that the audit is still ongoing), or Cancelled (if for any reason you could not perform the audit)
  • Audit report date: The date when you write the audit report

The “Edit report” button open the internal text editor, so that you can write your audit report.

7.6 How to generate reports?

Once you have entered audit results and reports, you can use the “Reports” main menu and select an audit report to generate MS Word like reports.

Reports work on the current audit campaign only, so be sure to generate your audit reports each time an audit campaign is conduced, before creating the next audit campaign.

7.7 Read also:

8. Time diagrams

Please check the “Times simulation designer (overview)” page first.

Once the time simulation run, you have multiple ways of consulting the result:

  • Either through the “Activities times” form, or
  • Through one of the available times diagram

Select a Times diagram in the main menu, and let you guide through each provided diagram:

  • The Gantt chart diagram displays a MS Project like diagram of scheduled tasks
  • The Calendar view shows tasks per resource, in a MS Outlook manner
  • The Timeline view displays tasks in a linear way, per resource
  • The Week view shows a weekly calendar, per resource
  • The Year view displays a yearly calendar

None of these diagrams allows you to update data: They are read-only.

To run another simulation starting at another time, you need to use the “Activities times” form and setup different start dates and times.

8.1 Read also:

9. Activities times

Please check the “Times simulation designer (overview)” page first.

Before running a time simulation, you need to setup required elements for a workload simulation. These data are used to compute how much time is required, by each resource, to execute activities.

Please refer to the “Workload simulation designer (overview)” page to perform a workload simulation.

Once done, you can provide a few elements to run the times simulation:

  • The acquisition duration of resources: This is the transportation delay to deliver the resource
  • Execution order: When multiple activities can start at the same time, you can provide a sort order to priorize activities execution
  • Fixed start date and time: You need to provide an initial start date and time for the simulation. This is required only for top processes and process categories.

In this form, only the yellow background fields must be filled.

9.1 Read also:

10. Times simulation designer (overview)

The time simulation engine computes how much time is required to deliver a resource, at any step of the process.

In order to run a Time simulation, you must first run a workload simulation, so that the time simulation engine know how much workload is required to execute a task.

10.1 Time simulation process

First, you need to prepare for workload simulation, and calibrate activities. The workload simulation allows you to input the maximum availability of each resource over time.

Then, setup your company general calendar to indicates working hours. Go to the “Preferences -> Simulation” pages for that purpose.

You can also setup a resource calendar, by using the Resources designer. Open the resources designer, go to the “Time Simulation” tab, an setup work hours for the selected resource. A global calendar can be set on a parent resource, or an organization unit. If the resource is linked to an organization unit, the organization unit calendar will be used if no calendar is set for the resource.

You can setup lead times, also called transport times, on each output flow, by using the “Activities times” form, or the Flow designer available from the process designer. The transport time reflects the required time to deliver a resource to the next activity.

Provide a start time for your top level process, and run the time simulation.

10.2 Outputs

The time simulation engine results can be seen from multiple places:

  • In the Activities times form: You can check each single activity and resource delivery time
  • In the multiple time diagrams,
  • Directly in the process designer, by selecting the ‘Times simulation’ diagram style at parent activity level.

By using this simulation, you’ll be able to understand how the cycle time of your products and services is built.

10.3 Read also:

11. Resources workload

Please check the Workload simulation designer (overview) page first.

This form is used to:

  • link resources to organization units
  • enter the maximum workload of each resource
  • provide the result of the workload simulation

11.1 Link a Resource to an Organization Unit

A resource can be linked to an organization unit in the Resources designer form, in the “Workload simulation” tab.

Only resources already linked to an organization unit appear in this form.

You can update the linked organization unit of the selected resource in the “Organization Unit” column. Once done, you must recompute workloads.

11.2 Provide the maximum workload, per resource

The “Maximum workload” column is used to provide the maximum availability of the resource.

It is usual to not set the resource maximum capacity to 100%, so that the resource is also available for other, non modelized activities, like meetings, emails management, …

You’ll provide here the workload in Full Time Equivalent, for the displayed number of resources.

For example, input “2.4” for three resources available 80% of their time for process execution.

11.3 Workload simulation results

Columns “Workload (FTE)” and “Overload (FTE)” provide results of the workload simulation.

Check the “Workload (FTE)” column to see how much a resource is loaded.

Check the “Overload (FTE)” column to see if a resource is underloaded (negative result) or overloaded (positive result)

At Organization Unit level, check the “Overload (FTE)” column to see how much workload is still available for the selected Organization Unit.

By comparing workload of resources, you can then better manage how the work is allocated over resources.

11.4 Read also:

12. Activities workload

Please check the Workload simulation designer (overview) page first.

Use this form to calibrate activities. You’ll need to provide the time spent by each resource on activities, inside yellow background fields:

You need to provide:

  • The number of resources
  • Per resource, the time spent on each activity (in hours, minutes, seconds)
  • On each activity, the number of tasks over the simulation period (usually, one year)

The total workload of each task will be computed by the workload simulation engine. It is provided in Full Time Equivalent (FTE), based on the number of hours worked per year. This parameter can be set by using the “Preferences -> Simulation” form.

12.1 Read also:

13. Workload simulation designer (overview)

The workloads simulation helps you to identify overloaded and underloaded resources (collaborators, and equipment).

Each resource can be assigned to an organization unit. Workloads are consolidated per organization units, so that you can also check the global resources availability at organization unit level.

13.1 The calibration process

You need to calibrate each activity, for each resource.

Calibrating an activity consists in providing the required time to execute an activity, for each participating resources.

Use the “Activities workload” form to do so.

Calibration is usually performed by doing interviews or measurement of resources.

Once the calibration is done, simply run the workloads simulation, and workloads will be computed and consolided:

  • at resource level
  • at organization unit level

You can then check which resources are overloaded, which ones are underloaded, and what is the available workload at organization unit level.

The result of the workload simulation is provided in the “Resources workload” form.

13.2 Read also:

14. Flow designer

The flow designer allows you to document the flow conditions, and setup simulation data.

 

14.1 Tabs

Flow
Flow contextThis represent the context of the flow. No data can be input here.
ConditionDocument here under which conditions the flow is triggered.
TypeThe type of flow.
RoleThe role within the type.

Used to identify process owners (the type is “Role” and the role is “Responsible”)

Simulation
Applicable unitThe unit used to describe the quantity. Usually, the linked resource unit.
QuantityThe quantity transported by the flow.
CostThe total cost of the flow.
Unit costThe unit cost of the flow, expressed in flow unit.
Transport iconFor output flows only: Select here an icon to represent the transport type of the flow.
Transport durationFor output flows only: Input here the duration of the transport, in hours.

14.2 Read also:

15. Allocate produced units

Please check the “Costs simulation designer (overview)” help page first.

This is the final step of cost simulation. In this form, you allocate produced or transformed units over output resources.

Select an activity, and:

  • Provide the activity produced or transformed quantity, and
  • for each child (output) resource, provide the produced or transformed quantity

You’ll also provide quantity units in this form.

Use this form when you know well your processes. Otherwise we recommend to use the process designer to provide produced quantities:

  • In the process diagram, select each output flow, and provide its quantity through the inspector at the bottom left of the screen, or
  • Open the activity designer (double click on the activity), enter the “Cost simulation” tab, and provide output quantities.

15.1 Value analysis

Once the cost simulation is run, each activity cost is computed. Use the “Customer value” column to input the value as seen by the customer.

You can then focus on activities with:

  • high costs, and
  • low customer value

to improve their efficiency.

15.2 Read also:

16. Allocate consumed units

Please check the “Costs simulation designer (overview)” help page first.

This form allows you to input resources quantities, consumed by activities.

You input each resource quantity in the “Resource Qty” column, for each consumer.

Use this form when you know well your processes. Otherwise, we recommend to use the process diagrams editor:

  • Provide input directly through the process designer:
    • Select the input flow, and input the consumed quantity inside the inspector at the bottom left of the screen
    • Or open the input flow (double click on it) and input the consumed quantity in the “Simulation” tab
  • You can also open each activity designer form, or resource designer form, and provide the consumed quantity in the “Costs simulation” tab.

16.1 Assisted consumed units allocation

This form provides a convenient way to allocate consumed units to each consumer:

Select a resource, and input quantity directly on the selected resource: The provided quantity can be automatically spread over child activities, based on:

  • The number of tasks of each child activity, or
  • The calibrated workload of each child activity (only if you performed a workload simulation first).

To enable this feature, go to the “Preferences -> Simulation” page, and select one of the above methods.

16.2 Read also:

17. Allocate resources indirect costs

Please check the “Costs simulation designer (overview)” help page first.

Every resource doesn’t need to be consumed by your activities, in order to run a costs simulation.

You can spread costs of general resources over other resources.

A general resource is a resource never produced or transformed, and never directly consumed by an activity in your process diagrams.

SyReach Process automatically detects general resources based on your process diagrams.

Only general resources are displayed in this form.

17.1 Information to provide

In order to spread direct costs of a general resource:

  • select the general resource in the left pane
  • click the checkbox on target resources in the right pane
  • provide the allocated quantity or cost, for each target resource
Alloc. QtyThe allocated quantity of general resource, on the target resource, expressed in general resource unit.
Allocated CostThe allocated cost of the general resource, on the target resource.

This is automatically computed based on allocated quantities, and can be updated manually.

A red exclamation mark is displayed on the general resource until all the resource cost is allocated.

17.2 Read also:

18. Allocate resources direct costs

Please check the “Costs simulation designer (overview)” help page first.

In this form, you’ll allocate costs of all your initial resources.

Initial resources are resources acquired by your company. SyReach Process automatically identifies initial resources as resources never produced by any activity of your process diagrams.

18.1 Information to provide

You’ll need to provide the following inputs for the costs simulation engine:

Number of resourcesThe number of initial resources.

This can be the number of collaborators, of equipment of a given type, …

QtyThe quantity of resource, per resource, expressed in resource unit.

For example: The number of worked days, per resource

Total qtyThis is the total quantity of resources units, expressed in resource unit

This data is computed: Number of resources x Qty

UnitThe resource unit
Direct costThe total cost of acquisition of the initial resource, for the provided quantity.

Additionally, this form displays the calibrated number of resources (only if the workload simulation was run).

18.2 Read also:

19. Costs simulation designer (overview)

Please check the Costs simulation overview

Costs simulation require that base elements be provided to the simulation engine, so that costs can be computed for each activity and resource. You’ll need to:

  • Provide resources quantities and costs, only for “initial resources”. Initial resources are resources acquired by your company.
  • Provide, for each flow, the quantity that is consumed or produced
  • Provide, for each activity, the number of executed tasks to produce output resources

These elements are provided for a given period of time (usually, the fiscal or calendar year).

The costs simulation designer is composed of 4 forms that will help you to provide these required elements, step by step:

  1. Allocation of resources direct costs
  2. Allocation of resources indirect costs
  3. Allocation of consumed units
  4. Allocation of produced units

Additionaly, you’ll be able to input these elements in two different ways:

  • Directly, through the process editor, and
  • By using the Activity, Resource and Flow designers

19.1 Illustrated example

In the above diagram excerpt, we see one activity (“Review a contract”) that consumes a resource (“Draft contract”) and produces two resources:  “Reviewed contracts” and “Contracts to inspect”.

In order to compute costs, we need to know:

  • The initial cost of a contract: There is none, because the contrat is built by the company (it is provided by the previous process steps)
  • How many contracts are reviewed
  • How many contracts are “customer contracts” and need to be inspected
  • How many contracts are “internal contracts” and don’t need to be inspected
  • How much time was spent by the collaborator

The costs simulation engine will then be able to compute:

  • The cost of the “Review contracts” activity, and its unit cost per contract
  • The unit cost of “customer contracts” and “internal contracts” at this step of the process

19.2 Costs simulation method

1. Allocate initial resources direct costs

You have multiple ways to provide initial resources costs:

  • The most convenient way is to use the “Allocate resources direct costs” form
  • You can also use the “Resources designer” form, and the “Cost simulation” tab

Read more…

2. Allocate general resources indirect costs

Resources indirect costs are provided through the form “Allocate resources indirect costs

A general resource is:

  • an initial resource (acquired by your company), and
  • never used in any diagram

Read more…

3. Provide consumed and produced quantities

There are many ways to input quantities:

  • Through the “Allocate consumed units” form
  • Through the “Allocate produced units” form
  • Inside the Activity, Resource and Flow designer, in the “Cost simulation” tab
  • Directly from the process designer: Just select an activity, a resource or a flow, and input its quantity inside the bottom left inspector.

19.3 Read also:

20. Macro editor

The macro editor helps you to insert dynamic text into reports, and customize diagram styles.

A macro can be called with the following method, and will be replaced by its value in the text:

[Object.Accessor.Property]

Example: The name of the current activity is: [ACT.SELF.NAME]

will display: “The name of the current activity is: Review a contract”

20.1 Objects

ACTAn activity
RESA resource
FLWA flow
AUDAn audit

20.2 Accessors

The default accessor for an object is named “SELF”. It indicates that we need to access this object.

Other accessors are available, depending on the selected object.

For example, the accessor “Owner” is available for any activity, and represent the owner (a resource) of the process or activity.

20.3 Properties

Once you have selected an object and an accessor, the list of available properties for the selected object and accessor are displayed.

Properties are information handled by an activity, a resource, a flow or an audit, that you provided or that was computed.

There are multiple properties available to help you to build reports, or customize diagrams.

20.4 Read also:

21. Report designer

The report designer allows you to generate MS Word compatible documents, and Websites, based on your process baseline.

You can create your own reports, use one of the reports released with SyReach Process, or customize an existing report.

21.1 Report

New reportCreate a new empty report
Generate documentGenerate a MS Word compatible document, for the selected report
Generate websiteGenerate a website, for the selected report.

One web page will be generated per activity, resource and flow found in the report. A navigable process diagram will be generated.

SyReach Process is provided with a preconfigured Website report (the “Website” report)

Refresh previewRefresh the report preview so that you can check your current report settings.

21.2 Report elements

Reports are composed of elements. An element can be a line of text, a document, a diagram, a collection of elements to browse, an embedded report or a new page. Report elements are described in the following table:

Add TextYou can add a fixed or a dynamic text to a report. You need to provide the text in the “Element” field.

A fixed text is a simple text that you provide: For example, it can be a report header title.

A dynamic text is extracted from an activity or resource internal data. A dynamic text is provided with the following method: [Object.Accessor.Property].

Objects can be: ACT (an activity), RES (a resource), FLW (a flow), AUD (an audit)

Accessors and properties are described in the Macro editor. Please use the macro editor when you start using the report designer. Use the “Edit” button for that purpose.

Add DescriptionAn activity or resource description can be embedded in the report.

You need to provide the name of the description property in the “Element” field:

  • either the name of the property itself. Example: DESC
  • or through a macro. Example: [ACT.SELF.DESC]

You can use the macro editor to select a description property.

Add DiagramFor activities only, you can add the related diagram inside the report.

Select the width of the picture, and if the picture needs to be rotated by 90°.

Add Linked ElementsUse this element if the report needs to include all objects of a given type. For example: all activities, all child activities, all resources.

Select the element type to browse, then check “General set” if you want to browse all objects of this type.

Select the element to browse, between all available choices. For example: Select Activity.Childs to browse all child activities of the current activity.

Check “Display as table” to display the resulting elements as a table, instead of rows, then provide the column names, separated by a coma.

You can provide a macro in the “Condition” field, to hide elements not matching the selected condition. See the macro editor.

Add ScriptUse this element if you want to embed a report inside another report.

For example: To list all activities, you need an individual “Activity report”, and a global “Activities repository” report that will embed the “Activity report” for each browsed activity.

The “Process baseline” and “Resources baseline” reports, released with SyReach Process, are example of reports using scripts.

New PageInsert a new page to:
  • insert a page break, for MS Word compatible documents,
  • generate a new web page, for Website generation
Delete Selected ElementDelete the selected element from the current report
UpMove the selected element up, inside the current report
DownMove the selected element down, inside the current report

 

21.3 Macro editor

The macro editor is used to insert text from elements such as activities and resources. You call the macro editor with the “Edit” button.

Read more…

22. Activity cost simulation

This tab provides information about the activity costs, and allows you to input required elements for a costs simulation.

22.1 Costs

Number of tasksInput here the number of tasks of the activity. The number of tasks is the number of time the activity is executed to transform all input resources.
Customer  valueProvide here the value of the activity, as seen by the Customer. This element is used for value analysis, and helps you to identify activities with low customer value / high costs, that must be optimized first.
QuantityInput here the quantity processed by the activity, in allocation unit. Depending on the choice of the allocation unit, the quantity and number of tasks can be equals.
Allocation unit

This is the unit used to display the activity unit costs on the process diagram.

You can choose between the input resources units, output resources units, or task.

Consumed cost

Sum of input resources costs.Cost per unitThe unit cost of consumed resources.
Support cost

Sum of support resources costs.

This is the cost to transform or produce the output resource(s).

Cost per unitThe unit cost to transform one output resource.
Total cost

Consumed + Support cost

This is the cost of the activity, at this step of the process.

Cost per unitThe total unit cost required to produce the output resource.

22.2 Inputs: Consumed and support resources

This section shows what are the resources consumed and used to produce the output resource(s).

You have to provide consumed quantities, for each consumed and support resource.

Other forms can help you to provide quantities: The process designer, The costs simulation forms.

22.3 Outputs: Allocated units

Activity costs have to be spread on output resources. Use this section to provide quantities produced for each output resource.

22.4 Read more:

23. Activities designer

The activity designer allows you to describe each activity created through the process designer.

Note: Activities are created with the Process designer.

23.1 Activity

Show in process diagram

Open the process diagram associated to the selected activity

23.2 Support resources

Add support resourceThe dependencies tab display support resources for the selected activity.

Click ‘Add support resource’ to add a new support resource to this activity.

Remove support resourceIn the dependencies tab, select the support resource to remove, then click ‘Remove support resource’ to remove the selected support resource from this activity.
Copy support resources from parentThis button allows you to add all support resources from the parent activity, to the current activity.

This is useful when you need to simulate costs, times or workloads, as support resources must then be assigned to the lowest level of designed activities.

23.3 Tabs

Activity

Describe here the activity, its type (a category, a process or an activity), and if the activity is external to your organization.

Dependencies

This tab displays:

  • Resources produced by the activity
  • Support resources of the parent activity
  • Support resources of the current activity
Simulation

This tab allows to provide required elements for the costs simulation, and display activity costs.

Read more…

Audit

You can describe here the activity requirements and risks, and access each audit report by selecting its audit date.

Note: Audits are created with the Audit designer.

23.4 Read also:

24. Process designer

The process designer allows to create processes and activities, and design process diagrams with used resources.

24.1 Resource

Add resourceFirst, select a resource in the resources tree to the left, then click ‘Add resource’ to add the selected resource to the diagram.

You can also drag the resource from the resources tree, into the diagram.

Finally, you can hold Ctrl and left-click to add the resource selected in the resources tree, inside the current diagram.

Add outer resourcesWhen inside a breadown activity, this will add all resources linked to the parent activity, inside the current diagram.

You can then link these resources to activities in your current diagram.

24.2 Activity

New categoryCreate a new process category. A category is used to group similar processes in a same diagram.
New processCreate a new process in the current diagram.
New activity

Create a new activity in the current diagram.

You can also hold the Ctrl key, and right-click inside the diagram to create an activity.

Add support resource

A support resource is a resource used usually by multiple activities. Typical support resources are organization units, roles and equipment.

To add a support resource to multiple activities:

  • Select all required activities (hold the Shift key and click each activity to select),
  • Select the support resource in the resources tree,
  • Use the ‘Add support resource’ button.

It is recommended to only use Organization units as support resources: Activities owners and required equipment can be added in the activity designer form.

24.3 Navigation

Parent

Move to the parent diagram.

You can also double click on the diagram background.

Drill down

Breakdown the selected activity and open its detailled diagram.

You see that an activity is breakdown when borders are drawn in double.

Double-click a breakdown activity to navigate inside its detailled diagram.

Zoom +

Zoom in the current diagram.

To move the diagram, hold the Shift key, and click and move the background.

Zoom –

Zoom out the current diagram.

To move the diagram, hold the Shift key, and click and move the background.

24.4 Selection

CopyCopy the selected elements (activities, resources, flows) into the clipboard
CutCut the selected elements into the clipboard, to move them into another diagram.
PasteCopy or Move the selected elements inside the current diagram.
Group

This feature is useful when you have too many activities on a single diagram, and want to group them into a new activity.

To group activities, select all activities, resources and flows to group, and use the ‘Group’ button:

  • A new breakdown activity is created
  • All selected elements are moved inside the new breakdown activity

You can also use the Ctrl+G shortcut.

Ungroup

Use this feature to expand a breakdown activity inside the current diagram:

Select the activity to expand, and use the ‘Ungroup’ button:

  • All elements inside the selected activity are moved to the current diagram
  • The selected activity is deleted

You can also use the Ctrl+U shortcut.

Delete

Delete the selected element. You can also use the Shift+Delete shortcut.

Caution: You can not undelete a deleted element. Deletion is permanent.

You can use the ‘Recover backup file’ to return to the previously saved file.

Design form

Open the designer of the selected element:

  • Activities designer
  • Resources designer
  • Flows designer

24.5 Costs

Use the ‘Compute costs’ button to compute simulation costs.

This feature is useful when used with the ‘Cost simulation’ diagram style: You are then able to visually check that all required elements have been provided in order to run a cost simulation.

24.5 Read also:

25. Resource workload and time simulation

Use this tab to configure the workloads and times simulation for the current resource.

25.1 Workload simulation

Organization UnitFor Roles and Equipment only: Attach a resource to an organization unit so that the workload can be consolidated on that unit.
Number of resourcesThis is the physical number of resources (of collaborators, or equipment)

25.2 Time simulation

Resource calendar inherited fromThis is the applicable calendar.

You don’t need to create a calendar for each resource. A global calendar can be defined on a parent resource, or on an organization unit. Any Role or Equipment will then inherit from the calendar of their parent resource, or attached organization unit.

Work hoursInput in this table working hours for Roles and Equipments.
Create a calendarCreate a new calendar for the selected resource. This will override the inherited calendar.
Delete the calendarDelete the resource’s calendar. The inherited calendar will take into effect in place of the deleted calendar.

25.3 Read also:

26. Resource cost simulation

This tab provides information on cost simulation, and allows you to input required data for cost simulation.

26.1 Costs

Indirect costThis is the sum of all indirect costs allocated to this resource
Direct costFor initial resources: You need to input the acquisition cost

For other resources: Computed by the cost simulation engine: Sum of costs allocated from the activities which produce the resource

Total costIndirect + Direct costs
UnitThe resource unit
QuantityThe resource quantity, expressed in resource unit
Cost per unitThis is the total cost / resource quantity

26.2 Allocated indirect costs

This zone provides detailed information on which indirect costs are allocated to the resource.

You can update the allocation key here (Quantity).

It is recommended to use the Costs simulation -> Allocate indirect costs form to input allocation keys.

26.3 Produced by…

Use this table to input quantities produced by the input activity.

You can also use the Process designer form or the Costs simulation -> Allocate produced units form to input produced quantities.

26.4 Consumed by…

Use this table to input quantities consumed by the output activity.

You can also use the Process designer form or the Costs simulation -> Allocate consumed units form to input consumed quantities.

26.5 Read also:

27. Resources designer

The resources designer is a key element of SyReach Process. You’ll use resources to describe your company, modelize processes, and compute costs, times and workloads.

The resources designer is the only form where you can create resources.

It is recommended to create resources before starting to design processes.

27.1 Resource

AddCreate a new resource at the same level as the selected resource
Add childCreate a new resource below the selected resource
DeleteDelete the selected resource.

To delete a resource, the resource must not have childs, and not be used in process diagrams.

UpMove the resource up in the resources tree
DownMove the resource down in the resources tree
Update parentLink the resource to a new parent resource.

You can also drag the resource to the new parent.

27.2 Tabs

Resource

Use this tab to describe the resource and resource state, indicate if this is a resource external to your organization, and select a resource type.

Dependencies

In this tab you can check which activities produce the selected resource, and which activities use or consume the resource.

Cost Simulation

This tab is used to input data required for the cost simulation.

Read more…

Workload & Time Simulation

This tab is used to input data required for the workload and time simulations.

Read more…

27.3 Read Also:

28. Files management

This form includes all you need to manage your SyReach Process files, and provides you access to the license page.

28.1 File

Load selected fileSelect a file from your favorites or most recently used files, and click or double-click to load the file
OpenOpen a SyReach Process file that is not in your favorites or most recently used files
NewCreate a new SyReach Process file based on the current template
SaveSave the current SyReach Process file. If the current file is a template, a new file name will be asked.
Save asSave the current SyReach Process file as a new file.
Open directoryOpen the directoy of the current file.

28.2 Application

AboutOpen the About form
HelpOpen the online documentation help page
LicenseOpen the License registration form.

Open this form if you want to:

  • Purchase a license
  • Install a license file
ExitOffer to save the current file, then close the application

28.3 Backup

A backup file is created everytime you save the file. Restore the backup file whenever you want to cancel major changes to your process repository.

Revert to backup fileCancel any changes done until the last saved time, and load the backup file.

The backup file is named <yourFile>-backup.srp and can be found in the same directory as your file.

28.4 Favorites

You can add favorites files from your recently used files.

Set as favoriteAdd the selected file from the ‘Recent files’ section, to the ‘Favorites’ section.
Remove from favoritesRemove the favorite file from the Favorites section. The file is not deleted: It is simply removed from this section.

28.5 Template

Templates are preconfigured SyReach Process files. SyReach Process is installed with a default template, but you can create and use your own template.

To create a template, simply create a new file, edit and save the file, then install it as a template:

Use selected templateUse the selected file in the ‘Templates’ section, as the new default template file.
Install a new templateCopy the selected file into the ‘Templates’ section, so that you can use it as a template.

28.6 Read Also:

  • License manager – How to buy online?