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TRANSCRIPT
Transactional
Process
Bizagi Suite
Copyright © 2014 | Bizagi
Copyright © 2014 | Bizagi Confidential
Transactional Process | 1
Table of Contents
Transactional process – Travel request ....................................................................................... 3
Process Elements ............................................................................................................................. 5
Register Travel Request ........................................................................................................ 5
Approve Travel Request ....................................................................................................... 6
Request Approved?................................................................................................................ 7
Send Rejection Message ...................................................................................................... 7
Booking ....................................................................................................................................... 7
Error Event ................................................................................................................................. 8
Handle Unexpected Error .................................................................................................... 8
Notify Unexpected Error ...................................................................................................... 9
Cancel Event.............................................................................................................................10
Unsuccessful Booking...........................................................................................................10
Notify Unsuccessful Booking ............................................................................................. 11
Advance Required? ............................................................................................................... 11
Disburse Travel Advance ..................................................................................................... 11
Upon Return Report Expenses ........................................................................................12
Booking ...................................................................................................................................................13
Process Elements ............................................................................................................................13
Book Hotel ................................................................................................................................13
Book Car ................................................................................................................................... 14
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Book Flight ................................................................................................................................15
Notify Employee .....................................................................................................................16
Compensate Event ................................................................................................................ 17
Cancel Hotel .............................................................................................................................18
Cancel Flight.............................................................................................................................18
Cancel Car .................................................................................................................................19
Report Expenses ..................................................................................................................................21
Process Elements ............................................................................................................................21
Register Expenses Report ...................................................................................................21
Approve Expense Report ................................................................................................... 23
Approved? ............................................................................................................................... 24
Review Policies ....................................................................................................................... 24
Policies Ok? ............................................................................................................................. 26
Record Expenses ................................................................................................................... 26
Performers ............................................................................................................................................ 27
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Transactional process – Travel request
Version: 1.0
Author: Bizagi Process Modeler
Description
Bizagi is a powerful and easy tool to use. Bizagi can model processes ranging from
the smallest and simplest to the most robust and complex aspects.
The Travel Request is an example of how a complex process can be modeled easily.
The process begins when an employee makes a travel request, the employee
indicates the travel requirements and the employee’s boss can accept, reject or
request changes in the application.
If the request is accepted, the process continues to the booking sub-process. If all
the reservations are successful, the sub-process ends and the process continues to
the next activity, Disburse Travel Advance. Finally, when the employee returns from
the trip, it is necessary to register all the travel expenses.
The booking sub-process requires especial treatment because it is necessary for the
process that all the activities are successfully completed. If one activity is not finished
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correctly, all the other activities that have been completed need to be reserved. In
other words, if one booking fails it is necessary to undo those that did not.
In order to achieve that, the Booking sub-process was modeled as a transaction
because it is supported by a special protocol that assures that all parties involved
have complete agreement about completing or canceling the whole sub-process.
A Transactional sub process is performed successfully when all the activities inside
the sub process are ended correctly. The sub process finalizes and the task´s results
are stored on the database. Exceptions or cancellation events are launched without
affecting the information or integrity of the database when the transaction is not
successfully completed.
Scope
Bizagi’s Transactional template is designed to implement a complex process using
a transactional sub- process.
Objectives
Implementing an example of a transactional sub-process (the Booking sub-
process).
Showing Bizagi’s powerful feature of transactional sub-process.
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Process Elements
Register Travel Request
Description
The first task is Register Travel Request in which an employee enters all the
information for the proposed trip. The employee includes all the hotel details and
ticket requirements.
Actions
Type Description
On Enter Set the date, applicant and the departing
city based on the location of the
applicant
On Exit Set the total of the advance required
Form
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Approve Travel Request
Description
The applicant´s boss can approve, reject or request a change in the travel request,
if the applicant requested an advance the boss must enter the approved amount.
Actions
Type Description
On Exit Total Advance Approved
Form
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Request Approved?
Description
The boss can approve, reject or request changes in the trip application.
Gateways
Changes Required: The process returns to the applicant.
Yes: If the request is approved the process continues to the booking sub-
process
No: If the request is rejected, the employee is notified.
Send Rejection Message
Description
Sent the rejection message to the applicant.
Script
Dear <TransactionProcess.Applicant.fullName> <TransactionProcess.Applicant.
Your travel request has been rejected. Travel Request <RadNumber>
Your boss <TransactionProcess.Applicant.idBossUser.fullName> has rejected your
travel request departing from <TransactionProcess.DepartureCity.Name> on the
<TransactionProcess.DepartureDate>
Best regards, Administrative Team
Booking
Description
In the Booking sub-process the Travel Assistant books the items (Hotel, Flight or
Car) requested by the employee. The process is modeled as a transaction which has
a special behavior. There are three possible outcomes.
The first is when all the activities are successfully completed; the travel assistant can
book all the requested items without a problem.
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If at any moment it is not possible to do any of the reservations required, it is
necessary to undo the reservations that were made (Compensation).
The other way to leave the sub process is when something unexpected happens,
so the activities are interrupted without compensation.
The process can only continue to the next activity if all the bookings are made
successfully.
Error Event
Description
The flight booking is made through an interface. Suppose that in the Book flight
task an error occurs with the connection to the external system. Thus, the
transactional sub process cannot continue. The activities are interrupted (without
compensation), the process flow continues through the error intermediate event.
Handle Unexpected Error
Description
If the booking process ends because of an error, the process continues to this
activity (accessed by the intermediate error), where it is necessary to comment and
take actions about it.
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Form
Notify Unexpected Error
Description
After the Handle Unexpected Error task it is necessary to inform the employee about
it.
Script
Dear<TransactionProcess.Applicant.fullName>,
During the flight booking an unexpected error occurred and therefore we were
unable to complete your request.
<TransactionProcess.HandleErrorComments>
Best regards, Administrative Team
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Cancel Event
Description
If during the booking process any of the booking fails (the desired booking is not
available) a cancellation exception is thrown. The transactional sub process cannot
continue and it is necessary to undo the reservations that were made
(Compensation).
The process performs the activities of compensation for each one of the sub-
process’ tasks and exits the sub-process through the cancellation event
Unsuccessful Booking
Description
If the booking process ends because a booking fails, the process continues to this
activity (accessed by the intermediate cancel flow), where it is necessary to make a
comment.
Form
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Notify Unsuccessful Booking
Description
If the booking sub-process ends because a booking is not available, the process
continues to the Unsuccessful Booking task (accessed by the intermediate cancel
event). After that it is necessary to inform the employee about it.
Script
Dear <TransactionProcess.Applicant.fullName>,
Your travel request was canceled because the hotel or the car booking were not
available.
Best regards, Administrative Team
Advance Required?
Description
If the applicant requests an advance, the process continues to the Disburse Travel
Advance task.
Gateways
Yes: If the employee requested an advance the process continues to Disburse
Travel Advance task.
No: If the employee did not request an advance, the process continues to
the Upon Return Report Expenses task.
Disburse Travel Advance
Description
Disburse the advance to the employee and upload the disbursement record. This
activity is performed if the employee made a request for an advance.
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Form
Upon Return Report Expenses
Description
For a company it is necessary to have control of the employee´s expenses during a
business trip. In the Report Expenses activity the employee registers all his/her
expenses, the boss approves or rejects it and finally reviews the company’s policy
relating to it.
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Booking
Version: 1.0
Author: Bizagi Process Modeler
Process Elements
Book Hotel
Description
The travel assistant books a hotel and gives the hotel´s information. If there are no
hotels available the travel assistant selects the Hotel Unavailable flag.
Actions
Type Description
On Exit Raise Event Hotel
On Enter Set Request Information
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Form
Book Car
Description
The travel assistant books a car. He/she includes the information about it. If there
are no cars available the travel assistant selects the Car Unavailable flag.
Actions
Type Description
On Enter Set Request Information
On Exit Raise Car Event
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Form
Book Flight
Description
The travel assistant books the required flight through an interface. If the process
fails an error message is shown, and an exception error is thrown.
Actions
Type Description
On Enter Set Request Information
On Exit Raise Flight Event
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Form
Notify Employee
Description
When the travel assistant finishes all the reservations, the employee is informed
about the booking.
Script
Dear <TransactionProcess.Applicant.fullName>
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Information about your trip.
Hotel:
Name: <TransactionProcess.Hotel.HotelName>
Address: <TransactionProcess.Hotel.Address>
Telephone: <TransactionProcess.Hotel.Telephone>
City: <TransactionProcess.Hotel.City.Name>
Flight:
Airline: <TransactionProcess.Flight.Airline.Airline
Depart From: <TransactionProcess.Flight.DepartFrom.Name>
Depart on: <TransactionProcess.Flight.DepartingDateTime>
Arrive to: <TransactionProcess.Flight.ArriveTo.Name>
Arrive on: <TransactionProcess.Flight.ArrivingDateTime>
Car
Rental Car Company: <TransactionProcess.Car.RentalCompanyName>
Pick up Date:<TransactionProcess.Car.PickUpDate>
Pick up Location: <TransactionProcess.Car.PickUpLocation>
Return Date: <TransactionProcess.Car.ReturnDate>
Best regards,
Administrative Team
Compensate Event
Description
If the hotel or the car booking is unavailable, it is necessary to compensate the other
activities that have been completed: undo the reservation that did not fail. The
Cancel activities are performed in the reverse order from which they were finished.
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Cancel Hotel
Description
If the car reservation is unavailable it is necessary to undo the Hotel reservation.
This activity is only performed if the Book hotel activity was completed.
Form
Cancel Flight
Description
If the car or hotel reservation is not available it is necessary to cancel the flight. This
activity is only performed if the Book Flight activity was completed.
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Form
Cancel Car
Description
If the hotel reservation is not available it is necessary to cancel the car booking. This
activity is only performed if the Book Car activity was completed.
Actions
Type Description
On Exit Raise Event Car
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Form
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Report Expenses
Version: 1.0
Author: Bizagi Process Modeler
Process Elements
Register Expenses Report
Description
In this activity the employee enters the information about all the expenses made
during the trip.
Actions
Type Description
On Enter Set the duration of the task in minutes
On Save Calculate Expenses and Returns
On Exit Calculate Expenses and Returns
Validate that at least 1 Expense has been
Included
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Form
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Approve Expense Report
Description
The boss of the employee approves or rejects the expenses report.
Form
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Approved?
Description
If the expense report is correct, the process continues to the next activity.
Gateway
No: The process returns to the Register Expense Report.
Yes: The process continues to the Review Policies task.
Review Policies
Description
Review the approved information, taking into account that all the expenses must be
valid under the company's policy.
Form
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Policies Ok?
Description
If the expense report and the policies are correct, the process continues to the last
activity.
Gateway
Yes: The process continues to the Record Expenses task.
No: The process returns to the Register Expense Report task.
Record Expenses
Description
Check the Expenses recorded option.
Form
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Performers
Travel Assistant (Role)
Corresponds to the person who facilitates travel arrangements for the company.
Employee (Role)
Corresponds to a person who works in the company and made a travel request
Boss (Role)
Corresponds to the boss of the applicant who made the travel request.