Getting the most from your Process Navigator Stencil and Template

Customisations that might be just what you need

Our customers commonly have a Stencil and Template customised for their needs. Customisation can be variations on a general theme: branding, for instance. However, there are features that some have but others don't. This article is meant to highlight such features that may be useful additions to your template and stencil. Some may even prompt other ideas: do remember that these Visio-based features are highly adaptable, and we're always interested to hear how they may be extended further.

Shape Sub-types

Users of Process Navigator will be familiar with the main types of process elements - Nodes, Activities and Deliverables. A Process Navigator Stencil will commonly include different sub-types of these main elements too - External Activities to represent an activity that is performed outside of your organisation; Decisions to represent activities where there are alternative outcomes. Some customers even have derivatives of these sub-types.

a grid with different PN shapes coloured and labeled

Decisions can be colour-coded to distinguish between those that are taken at different levels in an organisation.

There can be special types of Deliverable, such as a Handover Deliverable, which can represent a Deliverable passing from one department to another.

Importantly, these characteristics are determined by a shape property, so they can be identified in reports.

Data Visualisation (DVs)

Data Visualisations give a visual indication of property values, so that attributes of note are quickly and easily seen.

a rectangle with a green outline with Process 1 written in it and two boxes displaying £ and a sand timer below

This is an example of an Activity that has visual indicators for risk (associated with the border colour), cost and whether the Activity is a bottleneck. More generally, there could be a DV associated with any property, whether it's to display a value, or its visibility indicates a particular condition is met.

Mandatory Properties

There may be information that should be included in all instances of a process element: who is the Author of a map (Node), for instance. Such properties can be defined as Mandatory. If they aren't given values, there will be a visual warning.

a box with high risk, medium risk, low risk in check boxes and a red '!' with a drop box coming down from it

To complement this, a custom report could be created that could identify elements for which such properties hadn't been set, viewable from your process library website.

Level Indicator

A Level Indicator is a feature built into a Node that shows the level of the map in the vertical hierarchy of processes. There is a variety of visual designs, and indeed, that design isn't limited to those depicted.

a pale blue box with 1,2,3,4 written in white and process level indicator below, a blue bow with a pyramid coloured in 1 and white bow with map level 1

The Level is read from a property of the Node. It could be linked to the Reset Levels function in Process Navigator, and be set automatically in a publication, but could be set manually too.

Logo Builder

The Logo Builder offers a convenient method of creating a logo shape from an image, which can be added to a Stencil for future use. Such additional logos can be used to apply supplementary or alternative branding to maps, simply by dragging a logo from a stencil onto the page, and it positioning automatically.

Balfour Beatty written 3 times next to boxes and south west water, anglian water and national grid next to them

Useful features for you?

These are all current features that have been implemented for customers, so could be added to those Stencil Templates that don't yet have them. Do let us know if these would be of interest to you. And if they've induced any of your own thoughts for new features, we'd be very happy to hear about them, please e-mail them to: