Hiring tutorial > Model the process

In this lesson, you learn about playbacks, conduct Playback Zero by reviewing the process model with the stakeholders and taking a snapshot of the process.

During a playback for business stakeholders, users, and development, the process model is examined at a designated development phase to establish process goals, achieve consensus, collaboratively improve the process model, and, ultimately, approve the process model. By using playbacks, you can develop a process application iteratively.

Playback Zero is an important milestone in a Business Process Manager project-development lifecycle because it is during Playback Zero that a business process is identified and analyzed as a good candidate for a business process management project. During Playback Zero, the business process is defined, modeled, refined, and reviewed through discussion, discovery, and process analysis.

After you complete a playback, take a snapshot of the process. Snapshots record the state of library items in a process application at a specific time. You can use a snapshot to return to a previous state in the project; therefore, take snapshots often. You can also compare two snapshots to identify changes. When you finish your project, you create a final snapshot that you deploy.

This lesson introduces the following concepts:

Concept Description
Playback The act of demonstrating or running a process.
A development team can use the Inspector in Process Designer to demonstrate the current process design and implementation in playback sessions. Playback sessions help capture important information from different stakeholders in a process, such as management, users, and business analysts.
Snapshot Records of the state of library items in a process application or track of a process at a specific time. You can create snapshots in the Process Center console or in the Process Designer. You install, export, and archive snapshots in the Process Center console.

Procedure

  1. Make sure that the Standard HR Open New Position process is open and the Definition tab is selected.
  2. Review the process model by checking that your process model matches the following image:
    This screen capture shows the Standard HR Open New Position diagram in the My Hiring Sample process application.
  3. Step through the process to simulate a playback, explaining your process model to a colleague.
  4. Add new process requirements to the Standard HR Open New Position process. For this tutorial, no additional requirements go into the process. The process model is now ready for implementation.
  5. Create a snapshot of your process application:
    1. Click the
      Snapshot icon in the main toolbar.
    2. Select Create a new snapshot.
    3. Type Playback Zero as the snapshot name.
    4. For the description, type This is a snapshot of the process application up to Playback zero.
    5. Click Finish.

    You can view the snapshot by opening Process Center and selecting the process application.

Summary

You reviewed the process model with playback zero and took a snapshot of the process application.

In the next module, you implement the process.

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