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Playing back the Standard HR Open New Position process

Run the Standard HR Open New Position process in the Inspector view in IBM® Process Designer to see a process model run step by step.

About this task

The Hiring Sample process application contains a single business process definition - Standard HR Open New Position. You run (play back) the following workflows in the Standard HR Open New Position process:
  • The hiring manager submits a requisition to fill a new position. After submission, the requisition is routed to the GM for approval. If it is approved, the requisition is routed to HR. If it is rejected, the hiring manager is notified and the requisition is terminated.
  • The hiring manager submits a requisition to fill an existing position. After submission, the requisition is routed to HR.

Starting the process instance

Procedure

  1. Make sure that the Standard HR Open New Position process is open and the Diagram tab is selected.
  2. Click the Run Process icon to start an instance of the process, as shown in the following image:
    Process diagram in Designer view, showing location of Run Process icon.
  3. When you are prompted to switch to the Inspector, click Yes. The process diagram displays in the Inspector.

Filling a new position (approval required)

About this task

In the Inspector, the Process Instances view shows all active and completed instances of your process, and the currently running instance of your process definition. You can see that a new, active process instance is started.

Procedure

To run the workflow, follow these steps:

  1. Click the active instance in the left pane to display the new Submit requisition task in the right pane of the Process Instances view.
  2. Click the Task: Submit requisition task and click the Run Process icon in the toolbar to start the task.
    Process diagram in Designer view, showing location of Run Process icon.
    The Submit requisition task generates the Create Position Requisition Coach in a web browser.
    Image shows the Create Position Requisition coach
  3. Acting as the hiring manager, complete the requisition information.
  4. Set the Position Type to New.
  5. Click Next.
  6. Acting as the hiring manager, review the information in the Confirm Position Details Coach.
  7. Click Submit. The hiring manager's task for this process instance is now complete.
  8. Click the Refresh icon icon on the toolbar to update the Process Instances view. You can see that the "Submit requisition" task is now closed. Because the hiring manager submitted a request to fill a new position, the GM must approve the requisition before it is routed to HR. Thus, the process instance moves to the next activity, and generates the "Approve or reject requisition" task for the GM, as shown in the following image.
    Note: The timer that is attached to the approval step is specified to be repeatable. It creates an event every 3 minutes until the approval task is completed. To change the timer to create one event only, switch to the Designer view and in the Properties Implementation page of the timer, clear the repeatable option.
    Designer view showing the Properties Implementation page with the Repeatable icon not checked.
  9. Click the Step: Approve or reject requisition and then click the Run Process icon. In some cases, you might be prompted for a user account or a password to run the task.
    Inspector view with location of "Run selected task" icon.
    The "Approve or reject requisition" task generates a Position Requisition Approval Coach in a web browser, as shown in the following image.
    This image shows the Position Requisition Approval coach.
  10. Acting as the GM, select either Approved or Rejected.
  11. Click OK.
  12. Close the web browser.
  13. Refresh the Process Instances view. You can see that the Approve or reject requisition task is now closed, and the instance of the Standard HR Open New Position process that you just ran is complete.
    Inspector view showing completed instance and closed tasks.

Filling an existing position (no approval required)

About this task

Follow these steps to play back the second workflow:

Procedure

  1. Make sure that the Standard HR Open New Position process is open and the Diagram tab is selected.
  2. To start a new instance of the Standard HR Open New Position process, click the Run Process icon as shown in the following image. The Process Instances view in the Inspector shows a new (active) process instance.
  3. Select the active instance in the left pane to display the new Submit requisition task in the right pane of the Process Instances view.
  4. Start the task in the Inspector by clicking the Task: Submit requisition task then clicking the Run Process icon, as shown in the following image:
    Inspector view showing active process instance and task.
    The "Submit requisition task" generates a Create Job Requisition Coach in a web browser.
  5. Acting as the hiring manager, complete the requisition information.
  6. Set the Position Type to Existing.
  7. Click Next.
  8. Acting as the hiring manager, complete the Detail Existing Position Coach.
  9. Click Next.
  10. Acting as the hiring manager, review the information in the Confirm Position Details Coach.
  11. Click Submit. The hiring manager's task for this process instance is now complete.
  12. Close the web browser.
  13. Click the Refresh icon icon to refresh the Process Instances view. You can see that the Submit requisition task is now closed. Because the hiring manager submitted a requisition to fill an existing position, GM approval is not required and the Standard HR Open New Position process instance is completed.
    Inspector view showing completed instance and closed task.
    You have now run the Hiring Sample process. If you like, you can rerun the process in the Inspector and run the paths that are not covered.
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