Transactional Process

Transcription

1 Transactional Process Bizagi Suite

2 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 Advance Required? Disburse Travel Advance Upon Return Report Expenses...12 Booking...13 Process Elements...13 Book Hotel...13 Book Car... 14

3 Transactional Process 2 Book Flight...15 Notify Employee...16 Compensate Event Cancel Hotel...18 Cancel Flight...18 Cancel Car...19 Report Expenses...21 Process Elements...21 Register Expenses Report...21 Approve Expense Report Approved? Review Policies Policies Ok? Record Expenses Performers... 27

4 Transactional Process 3 Transactional process Travel request Version: 1.0 Author: Bizagi Process Modeler 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

5 Transactional Process 4 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 subprocess). Showing Bizagi s powerful feature of transactional sub-process.

6 Transactional Process 5 Process Elements Register Travel Request 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 On Enter On Exit Set the date, applicant and the departing city based on the location of the applicant Set the total of the advance required

7 Transactional Process 6 Approve Travel Request 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 On Exit Total Advance Approved

8 Transactional Process 7 Request Approved? 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 subprocess No: If the request is rejected, the employee is notified. Send Rejection Message 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 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.

9 Transactional Process 8 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 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 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.

10 Transactional Process 9 Notify Unexpected Error 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

11 Transactional Process 10 Cancel Event 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 subprocess tasks and exits the sub-process through the cancellation event Unsuccessful Booking 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.

12 Transactional Process 11 Notify Unsuccessful Booking 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? 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 Disburse the advance to the employee and upload the disbursement record. This activity is performed if the employee made a request for an advance.

13 Transactional Process 12 Upon Return Report Expenses 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.

14 Transactional Process 13 Booking Version: 1.0 Author: Bizagi Process Modeler Process Elements Book Hotel 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 On Exit On Enter Raise Event Hotel Set Request Information

15 Transactional Process 14 Book Car 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 On Enter On Exit Set Request Information Raise Car Event

16 Transactional Process 15 Book Flight 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 On Enter On Exit Set Request Information Raise Flight Event

17 Transactional Process 16 Notify Employee When the travel assistant finishes all the reservations, the employee is informed about the booking. Script Dear <TransactionProcess.Applicant.fullName>

18 Transactional Process 17 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 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.

19 Transactional Process 18 Cancel Hotel 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. Cancel Flight 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.

20 Transactional Process 19 Cancel Car 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 On Exit Raise Event Car

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22 Transactional Process 21 Report Expenses Version: 1.0 Author: Bizagi Process Modeler Process Elements Register Expenses Report In this activity the employee enters the information about all the expenses made during the trip. Actions Type On Enter On Save On Exit Set the duration of the task in minutes Calculate Expenses and Returns Calculate Expenses and Returns Validate that at least 1 Expense has been Included

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24 Transactional Process 23 Approve Expense Report The boss of the employee approves or rejects the expenses report.

25 Transactional Process 24 Approved? 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 Review the approved information, taking into account that all the expenses must be valid under the company's policy.

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27 Transactional Process 26 Policies Ok? 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 Check the Expenses recorded option.

28 Transactional Process 27 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.