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Microsoft Visio 2002 Tutorials

Relationship and Process Mapping / Other Flowcharts




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In this movie we will be looking at cross-functional flowcharts, cause and effect diagrams and mind maps. Cross-functional flowcharts are flowcharts that show the departments which are responsible for particular steps in a process by aligning shapes in department columns. So let's have a look at creating one of those. Selecting Cross-functional Flowchart. Now what happens first is that Visio displays the cross-functional flowchart dialog box. And we have to choose the orientation we want, so it's simply a matter of presentation, whether we want a horizontal or vertical display. And I am going to choose vertical. And then you are asked for the number of bands. You can see in these diagrams here, it's showing you samples with three bands in that case; or 1, 2, 3, 4 in that case. So let me just choose three to start with, or two should I say, and we will also include a title bar. So here we have our formatted page with the two columns there; I will just zoom in on the top of the page. So I have got space to type out process name and the function here could be a particular department that's responsible for a process step. Then we create our flowchart pretty much in the normal way, except that we position shapes according to function there - something like that perhaps, and we would need to connect them up And to type in shapes and labels, as usual we select the particular one concerned and start typing to enter the data. We can elect to have the labels appear either vertically or horizontally in this function area. If I click on the outer area of our flowchart there, now right click that, I can click the display all bands vertically and it changes that, or display all labels horizontally. If I wish to add a new band I could simply do that: I just drag the shape from the shapes template over the intersection where I want it to appear, let go and it drops into place. If I want to delete a band, I can select it and hit the delete key, and now that band's selected, sorry deleted. You will notice also that the shapes in the deleted band get deleted as well, so that's something to be watched out for. I will just undo that to bring that band back, as well as the shape there. The other option on our cross-functional flowchart stencil there is the separator. So we can start a new phase of a project by dragging that to where we'd like to have it, and you can see now we are starting a new phase after the first step in the process. If we wanted to add more steps to the first phase, we wanted more room on our diagram, it's simply a matter of dragging down on the process line and all the shapes below that will move down. So this shape here has fallen in the first phase for some reason. But you can see as I drag down on this phase line that that particular step is moved down, giving us more room to add further steps in the first phase if required. Let's look now at cause and effect diagram. When that opens up, there's already some information put on the page for us to give us a start, and that's the effects spine along here, and then these are the category boxes where we can type cause information into those. We can add further categories by dragging these from the Cause and Effect Diagram stencil as we could have further effects. And let me just zoom in here. If I want then to add a primary cause affecting this one here, I could drag until it connects to that line there. And then we can have a secondary cause, which influences that, I can drag that on and connect that there. Then to document all that, I just click the line I'm interested in and start typing and clicking outside to have it accepted. So that's the basics of cause and effect diagrams. The last one to look at is mind maps. With a mind map, it's to document the free flow of ideas, association of ideas, and generally you start with central theme. Drag that shape onto the page, it centers itself, but we can move that elsewhere if we choose to. And then we drag branches onto that which connect to the central theme. So normally you would start with an inner branch, drag that on and connect it onto the central theme somewhere; I will zoom in there. And once we have done that we have got our first tier of idea there. And using this control handle, we can drag out second tier ones, by clicking on that first tier and then dragging out further one(s). So you can see we have up to three 2nd tier legs appearing there. Then to go beyond the 2nd tier, we need to go to an outer branch, so we will drag that on there. And we just connect the end to the end of the 2nd tier there, so now we have established our 3rd tier. And again we can use this control handle to drag out 4th tier if we need to. And you will see there that it has opened it up ready to type a label if need be there. Clicking there again we can drag out further 4th tier legs. Now if three was not enough, we could go to our stencil here and drag additional ones onto that point to establish the necessary number of idea legs there. Zooming back out, we can further annotate our diagram by using clouds for example to enclose particular areas. I'll need to move that to the back to have the information visible, so we send that to the back. And we can resize that and reshape it as well by dragging on those control handles, and we can also do other things by, like adding clip art onto our drawing as well to improve its appearance somewhat.

Tutorial Information

Course: Microsoft Visio 2002
Author: Pravah Pugh
SKU: 33305
ISBN: 1889347094
Release Date: 2002-02-25
Duration: 8.5 hrs / 65 lessons
Captions: For Online University members only
Compatibility: Vista/XP/2000, OS X, Linux
QuickTime 7, Flash 8

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