Doing more with Nodes

A Node is logically equivalent to an Activity.

Node Naming Conventions

Nodes names are used to create Activities in summary maps using the Generate Next Level Wizard in Process Navigator. Therefore, it is recommended that Nodes are named by one of the following options:
  • Name should contain a verb (e.g. Request warehouse stock)
  • The process name (e.g. Requisition Process) 
  • From Input Deliverable to Output Deliverable (e.g. From Required Goods to Received Goods
  • From the first Activity to the last Activity on the process map (e.g. Requesting Required Goods to Receiving Required Goods)

Dissociating a Node

When you drill down on an Activity, Process Navigator automatically drops and names the equivalent Node if it does not already exist.
Process Navigator uses the Node name and the Activity name to establish the link between them in drill-down. If you change either the name of the Activity or the name of the Node, the link is broken. This is referred to as dissociation.
To correct a broken link, ensure that the name of the Activity and the Node that it is drilling to have the same name.
TIP: The hyperlinks between the Activity and Node are not case-sensitive but are space-sensitive. Ensure that there are not any extra spaces in either name otherwise the hyperlink will remain broken.
Dissociation enables you to compile several versions of an Activity’s decomposition simply by changing the name of the Activity slightly, then double-clicking it. This is a valuable tool for maintaining drafts of a decomposition until you are sure which one is correct.

Editing the Properties of a Node

Right-click the Node and select Properties.
Name Displayed in the Title Bar of the Node shape. Should equal the name of the parent Activity if one exists.
Approval Status
Options here are;
  • New
  • Modified
  • Content Approved
  • Compliance Approved
  • Approved
Only when set to ‘Approved’ will the red strapline be removed from the Node.
Content Approver Name of person who has approved the content of the process
Content Approval Date Date content approved – this may differ from the actual approval date.
Compliance Approver Name of person within compliance who approved the process
Compliance Approval Date Date the compliance department within your organisation approved the process map – this may differ from the actual approval date.
Strapline when unapproved Text which appears in the red strapline when the approval status is set to anything other than approved.
Process Owner Displayed in the Footer of the Node shape. This is the person, job role or department responsible for the process. By default, the property lists departments.
Process Manager This is the person, job role or department managing the process. Not displayed in the Node shape.
Author Displayed in the Footer of the Node shape. The person who authored this process map.
Version Appears in the node footer and is used primarily to identify if the process is approved i.e version 1 .0 or above would be approved.
Revision Subset of version i.e. 0.x where ‘x’ indicates the revision number
Last Revised Date the process map was last revised
Last Revised By The name of the person who last revised this process map. Displayed in the Version Bar of the Node shape.
Revision description Free form text can be entered to provide further information. Not displayed in the Node shape
Next Review Date Used to record the next date when the process map is to be reviewed. Not displayed in the Node shape.
Last Review Date Used to record the last date the process map was reviewed. Not displayed in the Node shape.
This process shows how to…. These are free form text which allows the user to add a basic description to easily identify the purpose of the process. Not displayed in the Node shape.
The Activity Properties tab will be enabled if the corresponding Activity is in a file that is currently open in a session of Visio. This allows you to record properties in both a Node and its corresponding Activity from just the one shape.

Node Strapline

The node strapline is the red band located just above the node footer and appears on all unapproved process maps. This is a belt and braces approach to ensure that unapproved maps are not misconstrued as final approved versions. The text displayed here is set from within the node properties dialog and is set as default to “This process is new or has been modified since it was last reviewed. The information here is subject to approval”. The strapline is only removed once the process has been approved and the approval status in the node properties has been changed to ‘approved.’

Title at Top

It is possible to swap the positions of the Node header and footer so that the title appears at the top of the Node.
To swap the positions of the Node header and footer, right-click the Node and select Title at Top.
NOTE: This option is not selected by default. Every Node will have to be manually changed with this option unless your Node was specifically customised by Triaster. Please note that customisation of the Node by the customer will not be supported by Triaster.