PUBLIC

2024-09-16

SAP Signavio Process Collaboration Hub User

Guide
© 2024 SAP SE or an SAP affiliate company. All rights reserved.

THE BEST RUN

Content

1 Log In to SAP Signavio Process Transformation Suite. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

2 Launchpad Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7
2.1 Navigation Bar. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
2.2 Customized Launchpad Sections. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
2.3 Search. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
2.4 Process AI Capabilities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14
AI-Assisted Process Recommender. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
AI-Assisted Performance Indicators Recommender. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
2.5 Notifications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
In-App Notifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Email Notifications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
2.6 User Menu. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

3 Creating New Content. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21

4 General Actions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

5 Comments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

6 Preview and Publish View. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

7 View Diagram Status Labels. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

8 View Diagram Revisions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

9 Manage Folders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
9.1 Folder Actions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

10 Diagrams. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
10.1 BPMN Diagrams. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
10.2 Diagram Levels. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .40
10.3 Subprocesses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
10.4 Attribute Overlays. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45
10.5 Viewing Subprocess Attributes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
10.6 Read Confirmations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Requesting a Read Confirmation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Changing an Open Request. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .52
Responding to a Request. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Exporting Read Confirmation Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

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10.7 Process Rating. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Configuring Process Rating. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .56
Rating a Process. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Viewing Process Rating Results. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
10.8 Diagram Approvals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Submitting a Process for Approval. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Submitting a Process and Its Subprocesses for Approval. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Submitting Multiple Processes for Approval. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Status for Process or Element Approvals. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
10.9 Propagating Changes from Template to Variant. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Use Cases for Propagation of Automatic Changes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Change Log History. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Variant Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Compare Template Revisions to Variants. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Change Propagation Notifications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
10.10 Diagram Actions: General. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
Export Diagrams as PDF. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
10.11 Diagram Actions: Template and Variant Change. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Setting a Diagram as Template. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Reverting a Diagram's Template Status. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Cloning a Template, Variant, or Diagram to Create a Variant. . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Attaching Diagrams as Variants to a Template. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Managing Dimensions for a Template or Variant. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Detaching a Variant from a Template. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Detaching All Variants from a Template. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

11 Variant Management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .91

11.1 Variant Management Center Details. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
11.2 Variant Management Access and Authorizations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
11.3 Creating a Template from Variant Management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Promoting Variant to Template. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Replacing the Template of a Variant Group. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
Reverting Template to Normal Diagram. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
11.4 Managing Variant Group Dimensions and Values. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

12 Process Model Dashboards. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

12.1 Filtering, Exporting Data, and Sharing Process Model Dashboards. . . . . . . . . . . . . . . . . . . . . . . . . 102
12.2 Process Metrics Dashboard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
12.3 Usage Dashboard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
12.4 Available Widgets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105

13 Suite Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108

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14 Value Accelerator Library for SAP Signavio Solutions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

15 SAP Signavio Process Collaboration Hub Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110

15.1 Audience. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
15.2 Theme. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
15.3 Navigation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .114
15.4 Comments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
15.5 Attribute Management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116
Manage Attribute Visibility. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118
Manage Overlays Visibility. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
15.6 Page Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
Manage Home Page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121
Manage Diagram Page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122
Add Monitoring Widgets from SAP Signavio Process Intelligence. . . . . . . . . . . . . . . . . . . . . . . 123
15.7 Managing Process Governance Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
Settings for Diagram Approvals. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
Settings for Process Rating. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126

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1 Log In to SAP Signavio Process
Transformation Suite

How to log in to SAP Signavio Process Transformation Suite and get access to all SAP Signavio products. How
to log in when you received a shared link.

Browser Compatibility

SAP Signavio supports all popular browsers. For a detailed description of the supported browsers, see Browser
Compatibility.

Log In With Your Account Credentials

After you've created your SAP Signavio Process Transformation Suite account (see Signing Up), use your
account email and password to log in.

In the case that your workspace administrator has created the account for you, you received an email to reset
your password. When SSO is enabled for your workspace, you log in using a shared link.

1. Go to the login page:

• https://app-au.signavio.com (region: Australia)
• https://app-ca.signavio.com (region: Canada)
• https://editor.signavio.com (region: Europe)
• https://app-jp.signavio.com (region: Japan)
• https://app-kr.signavio.com (region: Korea)
• https://app-sgp.signavio.com (region: Singapore)
• https://app-us.signavio.com (region: US)
2. Enter your account email and password and click Login.
If you receive the error message that the login with email and password is disabled, SSO is enforced for
your workspace and you need to you log in using a shared link.
3. Select your workspace and choose Login. SAP Signavio Process Collaboration Hub launchpad opens.
4. In the top navigation bar, choose the SAP Signavio product that you need, using the  app switcher.

Log In Using a Shared Link

When SSO is enabled for your workspace, you log in through a shared link. The link is shared with you, for
example, in an invitation email or on a wiki page.

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  Note

We recommend that you bookmark the shared link for future logins. Depending on your workspace
configuration, you might only be able to log in to SAP Signavio Process Transformation Suite through
the shared link.

1. Select the link.

2. Follow the steps you see on the screen. Your account is authenticated by a third-party application.
3. After successful login, the SAP Signavio Process Collaboration Hub launchpad opens.
4. In the top navigation bar, choose the SAP Signavio product that you need, using the  app switcher.

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2 Launchpad Overview

Overview of the launchpad, your starting point when working with our products.

1 Navigation Bar [page 8]

• Search [page 12]

• In-App Notifications [page 17]
• User Menu [page 20]

2 Create

• Creating New Content [page 21]

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3 Sidebar

• Sidebar [page 10]

4 Recently visited

• Customized Launchpad Sections [page 10]

5 Favorites

• Customized Launchpad Sections [page 10]

6 Shared Documents

• Customized Launchpad Sections [page 10]

7 Monitoring

• Customized Launchpad Sections [page 10]

 Note

In the settings, administrators can customize the launchpad's theme and navigation features. The content
and order of sections 4-7 also depend on workspace settings. The perspective of the launchpad landing
page can vary for different user groups.

2.1 Navigation Bar

Discover the actions you can take with the SAP Signavio Process Collaboration Hub navigation bar at the top of
your view.

Check Your Location

This navigation bar displays the label of SAP Signavio Process Collaboration Hub. This identification of your
current working product is useful if you navigate back and forth between other SAP Signavio products and
workspaces.

Check Your Available Actions

The navigation bar allows for quick access to common functions across SAP Signavio products. Each SAP
Signavio product displays a navigation bar with its own product-specific available icons.

Actions for SAP Signavio Process Collaboration Hub

• (SAP Signavio logo): Select the logo to navigate back to your current working product's
home page.

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 • (Search): Use the search function to find content that is specific to SAP Signavio Process Collaboration
Hub.
If you're located in SAP Signavio Process Collaboration Hub, you can search for content from the complete
SAP Signavio Process Transformation Suite.

 Note

The search results open in SAP Signavio Process Collaboration Hub.

For more information, see Search [page 12].

•  (AI-Enabled-Search): Use AI-enabled search to get immediate recommendations on measures and
process models. For more information, see Process AI Capabilities [page 14].

• (Notifications): Check a list of your active or past notifications.

For more information, see In-App Notifications [page 17].

• (Help): Select this icon to choose from a list of help resources.

Also, check the Workspace ID and Product Version here.

• (Feedback): Provide feedback regarding your SAP Signavio experiences. Wherever you can access this
icon within SAP Signavio Process Transformation Suite, you can provide feedback to any aspect of the SAP
Signavio solutions. Feedback is not limited to a specific product.

• (Product Switcher): Choose this icon to view a list of SAP Signavio products to which you can navigate.
Your view reflects the products you're able to access.
If you're a workspace administrator, you can also choose User Management here.

• (User Profile Menu): Note that this icon displays your own initials as the logged in user. Choose this
icon to view a drop-down menu with the following options:
• Profile settings: Select your email address from the drop-down menu to open the My Profile tab.
Change your personal data, language preference, or password. Here, you can also view your groups
and licenses.
• Personal settings: Choose this option to toggle your notifications.
• Workspaces: Choose this option to change workspaces, if you're a member of more than one
workspace.
• Logout: Choose this option to log out of SAP Signavio.
For more information, see User Menu [page 20].

Related Information

Log In to SAP Signavio Process Transformation Suite [page 5]

Launchpad Overview [page 7]

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2.2 Customized Launchpad Sections

Learn more about the sections of your personalized launchpad and the functions available.

Your launchpad view is personalized. You see content that is the most relevant to you. You can add a Processes
section, for example, or reorder the sections to bring Favorites to the top of the list.

Sidebar

 Note

This section describes all options for this function. Which options are available depends on your license and
the settings made by your workspace administrator.

Here you see the content you recently viewed, the content
Home you saved as favorites and an entry diagram if one is availa-
ble.

In your newsfeed, you see which new content was published

Newsfeed in your workspace.

All your items saved as favorites can be found here.

Favorites

All items you recently opened.

Recent

Open your SAP Signavio Process Governance inbox in SAP

Tasks Signavio Process Collaboration Hub by clicking Tasks.

Here you see all content accessible to you. Access depends

Shared Documents on the settings for your workspace.

Here you can access the journey models in your workspace

Journey Models to which you have access.

Here you can view your SAP Signavio Process Intelligence

Investigations investigations.

View the process model dashboards for your workspace.

Dashboards

Get an overview of all variant groups in the workspace. You

Variant Management can create new templates or manage existing templates and
variants.

View all dictionary entries for your workspace.

Dictionary
To edit a dictionary entry, select the entry and choose Edit in
Dictionary.

To create a dictionary item, select Dictionary New .

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  Note

A user with administrative permissions can see the option for Settings in the sidebar and can customize the
launchpad's appearance and content. The view of the launchpad welcome page can vary between users.

Viewing Content

You can open content from cards or from tables.

When you select a card, the item is opened.

For content items listed in a table, you can open a preview of an item or directly view the item.

• To open the preview of an item, click the row outside the title.
If you only open the preview panel, the item is not listed in Recent.
• To open the item, click the title.
Items you opened are listed in Recent.

Monitoring

Here you find widgets for investigations that are relevant to your workspace. Below the widget is the link to the
investigation.

Recently Visited

The items you opened last are listed in this section.

Favorites

 Note

Unpublished items saved as Favorites are only visible in Preview view. For details, see section Preview and
Publish View [page 27].

The items you marked as favorites are listed in this section.

You can mark an item as a favorite by selecting (Add to favorites).

The following items can be marked as favorites:

• Diagrams

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• Dictionary items
• Dictionary categories
• Files
• Folders
• Journey models

When you mark an item as a favorite, you're notified when it changes.

Related Information

Launchpad Overview [page 7]

2.3 Search

Search function details: search filters, search operators, search in content.

With the search function in SAP Signavio Process Collaboration Hub, you can search for content from the
complete SAP Signavio Process Transformation Suite.

To enter search terms, click the search icon .

The search term is found wherever it's used in user-created content, for example in titles, task names, or
attributes. The result list shows the title and the path of each result. When you click a result, it opens in a new
tab. By default, the search results contain hits for all content types.

To refine search results, you've the following options:

• To limit your search to one content type, click a content type in the list.
• You can add search filters.

Search Filters

To add a search filter, follow these steps:

1. Click Add filter and select a filter from the drop-down list.
2. Click the filter and enter a value.
3. Save with Apply.
The search results are filtered.

You can add multiple filters.

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Available Filters

Not all filters are available for all content types. If a filter isn't available for a content type, it's grayed out in the

drop-down list. In the results for a content type, an info icon is displayed next to the number of results if
filters couldn't all be applied.

Filters are taken over when you select a different content type. If a filter is not available for a content type, the
search is executed as if the filter was not set.

Some filters are only available in Preview, for example Publishing state.

Remove Search Filters

Filters are kept until they're cleared, and are taken over when you select a different content type.

• To remove a search filter, click in the filter field.

• To remove all filters, click Clear filters in the search results.

Search Operators

The following search operators are supported:

Search operators Description

Wildcard (*) The wildcard character (*) is a placeholder for one or more
characters.

For example, the search term lab*r returns results for both
British English (labour) and American English (labor).

This search operator only works for content from SAP

Signavio Process Manager.

AND Connect search terms with AND to only get results that
contain all terms. Search terms are connected with AND by
default.

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Search operators Description

Phrases Put a phrase in quotation marks ("...") to get an exact match.

For example, "Process Manager" lists all results that contain

the complete phrase Process Manager, and not items that
only include the term Manager.

Use quotation marks when you search for hyphenated

terms, for example "e-learning".

This search doesn't include partial matches, the phrase

needs to consist of complete words.

2.4 Process AI Capabilities

Learn how generative AI is used to provide more accurate and relevant search results delivering personalized
and targeted content.

With AI-enabled search, you can:

• Access preconfigured process models from a database filled with thousands of best practices.
• Receive immediate recommendations on measures that are relevant to your business process.
• Narrow down hundreds of options to those that best match your business needs.

Related Information

AI-Assisted Process Recommender [page 14]

AI-Assisted Performance Indicators Recommender [page 16]

2.4.1 AI-Assisted Process Recommender

Learn how to use AI-enabled semantic search to find business process models that best suit your
organization's needs, instead of modeling your processes from scratch.

Prerequisites

To take advantage of this service, you'll need to:

• have an SAP Signavio Process Manager (SPM) license and SAP AI Units. For more information, reach out to
your workspace administrator.

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 • understand and agree with the data protection and privacy policy.
• create a Service Now ticket with the BPI-SIG-HUB-AI label to request the enablement of the service.

Context

With the help of generative AI and natural language processing techniques, the system conducts a semantic
search. This means it determines the meaning and intent of your query and uses this information to identify the
most suitable process model for your requirements. You can then save the most relevant results to your local
workspace to use as they are or further customize them in the SAP Signavio Process Manager editor.

 Note

The AI-assisted search works best when you use English as an input language. It always returns results in
English, regardless of the user language.

Procedure

1. Select the  Process AI recommendation service on the right-hand side of the header.

A panel opens on the right.

2. Select the Find best practice process models prompt. This becomes the prefix for your query. Then, use
natural language to complete the query.

 Note

The query prompt is set and can't be modified.

3. Press Enter or select the Send icon.

The system then suggests the most relevant process models for you to review. Under each recommended
process model, you will see a short summary, containing key information for quick assessment and a
medium-sized summary that provides a more detailed overview.
4. If a suggested process model meets your requirements:
a. Select View template, to preview the process model.
b. Select Save and edit to save the process model to your local workspace and either open it in the SAP
Signavio Process Manager editor to tailor the process model according to your organization's needs, or
save it to work on it later.

 Tip

To export metadata information about recommendations in .csv format, including attributes, such as
the name and description of the process model, the query that led to this recommendation, and the

rank assigned to it, mark the process model, and select (Download). This action is possible for
multiple models at the same time.

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Related Information

AI-Assisted Performance Indicators Recommender [page 16]

2.4.2 AI-Assisted Performance Indicators Recommender

Learn how to use AI-enabled semantic search to identify measures that will help you to monitor and improve
your business processes.

Prerequisites

To take advantage of this service, you'll need to:

• have an SAP Signavio Process Manager (SPM) license and SAP AI Units. For more information, reach out to
your workspace administrator.
• understand and agree with the data privacy and protection policy.
• create a Service Now ticket with the BPI-SIG-HUB-AI label to request the enablement of the service.

Context

With the help of generative AI and natural language processing techniques, the system conducts a semantic
search. This means it determines the meaning and intent of your query and uses this information to
identify the most suitable measures for your requirements. You can then view and evaluate the accuracy of
AI-recommended measures and their potential impact on process efficiency.

 Note

The AI-assisted search works best when you use English as an input language. It always returns results in
English, regardless of the user language.

Procedure

1. Select the  Process AI recommendation service on the right-hand side of the header.

A panel opens on the right.

2. Select the Find measures prompt. This becomes the prefix for your query. Then, use natural language to
complete the query.

 Note

The query prompt is set and can't be modified.

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 3. Press Enter or select the Send icon.

You are prompted to choose where you want your measures to be displayed from.
4. Choose KPIs if you want to see results from SAP Signavio Process Insights, Metrics for results coming from
SAP Signavio Process Intelligence, or Both.

The system then suggests the most relevant measures for you to review.
5. To export metadata information about recommendations in .csv format, including attributes, such as the
name and description of the measure, the query that led to this recommendation, and the rank assigned to

it, mark the measure, and select (Download). This action is possible for multiple measures at the same
time.

 Note

With SAP Signavio Process Insights' KPIs, you have the option to select Open KPI catalog to view
detailed information about the KPI in a separate tab.

Related Information

AI-Assisted Process Recommender [page 14]

2.5 Notifications

Read about the notifications available in SAP Signavio Process Collaboration Hub.

Select the links below to learn more.

In-App Notifications [page 17]

Learn which in-app notifications are available, and how to enable them.

Email Notifications [page 19]

Learn which email notifications are available, and how to enable them.

2.5.1 In-App Notifications

Learn which in-app notifications are available, and how to enable them.

The (Notification) icon shows you the number of new notifications. Select the icon to open notifications.
You can mark one or all notifications as read.

 Note

Modelers get notified for all revisions, SAP Signavio Process Collaboration Hub users only get notified
about actions on the published revision.

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Diagram Notifications

You get notified for the following items:

• items you create

• items you edit
• items you comment on
• items you star

You can decide per diagram if you want to stop notifications.

To stop notifications for a diagram in SAP Signavio Process Collaboration Hub, select (More actions) in the
diagram view and select Stop notifications.

Notifications in SAP Signavio Process Manager aren't affected.

 Note

By default, Stop notifications is visible for all diagrams, but you are only notified for diagrams you have
created, edited, commented on, or saved as favorites.

Comment Notifications

You get notified for the following events:

• Someone posts a new comment

• Someone mentions you in a comment
• Someone replies to one of your comments
• One of your comments is resolved, rejected, or reopened

Notifications for Processes Linked to Journey Models

In-app notifications for processes linked to journey models can be enabled in the journey model settings.

Follow these steps:

1. Open the journey model in SAP Signavio Process Collaboration Hub.

2. Select (More actions).

3. Select Receive all notifications, then Receive change notifications.
You will now receive an in-app notification when the process linked to this journey model is changed.

 Note

You can also enable email notifications. Learn more in section Email Notifications [page 19].

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2.5.2 Email Notifications

Learn which email notifications are available, and how to enable them.

Prerequisites

• You must have in-app notifications enabled for the content.

• To receive email notifications when a process linked to a journey model is changed, you must have enabled
change notifications for the journey model.
• In order to receive notifications about new comments on a journey model, you must have previously
commented on the journey model.

Read more in section In-App Notifications [page 17].

Context

You can choose to receive immediate email notifications for the following events:

• A process linked to a journey model is updated

• Someone posts a new comment
• You are mentioned in a comment
• The state of your comment has been changed (resolved, rejected, or reopened)

You get notified for the following items:

• items you create

• items you edit
• items you comment on
• items you star

Procedure

1. In the Navigation Bar, open your User Profile Menu by selecting the icon displaying your initials.
2. Select Personal Settings.
3. Use the toggles to enable or disable email notifications for each event type.

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2.6 User Menu

Check options to switch views, select an audience, and manage your profile settings.

This section describes all options for this function. Which options are available depends on your license and the
settings made by your workspace administrator.

You can access the user menu by selecting your initials in the main navigation bar.

In the user menu, the following options are available:

• User: Select your name and email to open your My Profile page. As necessary, make adjustments in the
Personal Data section. In the Security section, you can change your password. Your profile page also
provides Groups & Licenses information.
• Personal Settings: Configure email notifications and manage cookies.
• Workspace: If you are a member of more than one workspace, you can change workspaces.
• View: Switch between Preview and Published view.
• Content language: Select in which language the content is shown. Availability of a specific language
depends on the item's settings. The system saves the content language setting after you sign out and
applies it when you next access the system.
• Audiences: Your current audience is shown here. If you are a member of more than one audience, you can
change audiences.
• Logout: Log out of SAP Signavio Process Collaboration Hub.

Related Information

Preview and Publish View [page 27]

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3 Creating New Content

When you open SAP Signavio Process Collaboration Hub as a modeler, click the Create button to quickly start
modeling in different notations.

 Note

Access to this feature depends on your workspace settings. For more information, contact your workspace
administrator.

You can find the Create button to create new content in the following places:

• On the Home page (depends on settings made by your workspace administrator)

• On the overview page of Shared Documents
• On every folder page

From Create, you can select all modeling languages and diagram types available to you.

When you select a diagram type, the editor opens in a new browser tab.

If you don't have write access to the folder you are currently viewing, a dialog prompts you to select a saving
location before the editor opens.

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4 General Actions

Print a diagram, add it to favorites by marking it with a star, and view comments. Additional actions can be also
accessed in this area.

 Note

• To manage folders and diagrams, you need to be in Preview mode.

• The actions available to you depend on your access rights. The access rights are set by your workspace
administrator.

You can access the actions as follows:

• When you view an item, you find all available actions in the upper right corner.
• When you view a folder, you find all folder actions in the upper right corner.
• In the diagram table, you can open the diagram actions by clicking on the right end of a row .
The icon is visible when you hover over the area and when you select an item.

Available Actions

Depending on what is open at the moment, you can do the following:

• Print an item by choosing (Print).

• Save an item as a favorite by choosing (Favorite).

This adds the item to the section Favorites on your launchpad.

• Copy the diagram link to the clipboard by choosing (Share).

• Open the comment panel by choosing (Comments).

• If available, you can select more actions by choosing (More actions). The additional actions when you

choose (More actions) depend on what is shared with you, your license, and the diagram type.
For example, additional actions can be Edit, Stop notifications, or Submit for approval.

Print Settings

Choosing (Print) opens your browser's print dialog. The options available in this dialog depend on your
browser and the selected printer.

With the additional print settings, you can decide what to include when you print. For example, you can add a
logo or a watermark.

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 • To open the additional options, choose the arrow next to (Print).

Your settings are saved for future prints. You can change the settings at any time.

Related Information

Manage Folders [page 33]

Customized Launchpad Sections [page 10]

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5 Comments

How to access comments, how to reply, mention others and start a comment thread. When do you get notified
about comments.

Comments are displayed in the comment panel. To open the comment panel, choose (Comment). You

can also open the comment panel directly from (Notifications) when you receive a notification about new
comments.

 Note

Comments are only visible for the last published revision and the newest revision.

Add Comments to Diagram

1. Open a diagram.

2. Choose (Comment). The comment panel opens.

3. Enter your comment and choose Comment. The comment is posted and collaborators are notified.

Add Comments to an Element

1. Open a diagram.
2. Choose an element. The comment panel for the element opens.
3. Choose Add comment.
4. Enter your comment and click Comment. The comment is posted and is labeled with the element name.
Collaborators are notified.

Reply to Comments

1. Open a diagram.

2. Choose (Comment). The comment panel opens.

3. In the comment, choose Reply.
4. Enter your comment and choose Comment. The comment is posted in a comment thread under the
original comment.

Additional replies can be added to the comment thread.

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Mentioning Others in Comments

When you want to address a comment directly to someone, you can mention this person in a comment.
Mention someone by typing an @ followed by their name while you enter a comment. When you mention
someone in a comment, they are notified.

View Comments

All comments on a diagram are visible in the comment panel by default.

Comments on model elements are labeled with the element name.

Filter Comments by Status

To filter by comment status, choose Status and select a status from the list.

To clear status filters, select All from the list.

 Note

Comments can only be resolved in SAP Signavio Process Manager. For more information, see Resolve
comments.

Filter Comments by Element

To display comments for one element only, you have the following options:

• Choose Element and select an element from the list.

• Choose an element label.

To clear an element filter, you have the following options:

• Choose (Clear) next to the element filter.

• Choose Back to all comments.

 Note

When you are viewing only comments for an element, new comments are added as comments on this
element. Clear the element filter to add a comment on the diagram.

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Delete Comments

 Note

Deleting comments can't be undone.

1. Choose (More actions) in the comment and select Delete.

2. Confirm the deletion in the dialog.

 Note

Modelers get notified for all revisions, SAP Signavio Process Collaboration Hub users only get notified
about actions on the published revision.

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6 Preview and Publish View

SAP Signavio Process Collaboration Hub shows the published content to all users in the Published view and the
newest additions to items in Preview.

 Note

Access to this feature depends on your workspace settings. For more information, contact your workspace
administrator.

The following two view options are available for content in SAP Signavio Process Collaboration Hub:

• In Publish, the published versions of items are visible.

• In Preview, all items the user has access to are visible, in their current state. This includes unpublished
modifications and items in draft status.

You can switch between the two views.

• To switch views, open the user menu and select the other view.

Publish

In Publish, only the published versions of items are visible.

Preview

In Preview, labels in the diagram table and in the header of the diagram page show you the current status of a
diagram.

All items the user has access to are visible, in their current state. This includes unpublished modifications and
items in draft status.

This view is labeled in the header.

From Preview, you can start the editing process for items.

To manage folders and diagrams, you need to be in Preview.

Related Information

Manage Folders [page 33]

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View Diagram Revisions [page 30]

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7 View Diagram Status Labels

What labels are available depends on the content type.

The following labels are added automatically:

• Draft: The diagram is published and is only visible in Preview mode.

• Modified: The version available in Preview mode includes unpublished changes.
• Approval: in progress: The version is currently being reviewed in an approval workflow.
• Approved: The version was approved in an approval workflow and isn't published yet.
• Published: The version is available in Published mode. This label is not added to the diagram table.
• Published (latest): This label is shown in the revision switcher for the latest published revision.

Users who only have access to published versions don't see any labels.

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8 View Diagram Revisions

View different revisions of a diagram in SAP Signavio Process Collaboration Hub.

 Note

Access to this feature depends on your workspace settings. For more information, contact your workspace
administrator.

With the Revision switcher, you can view every revision of a diagram directly in SAP Signavio Process
Collaboration Hub. You can revert to previous revisions from the diagram view.

You can access the Revision switcher from Preview and Publish view. Unpublished revisions are opened in
Preview automatically.

On the diagram page, you can select the revision of the diagram you want to view.

 Note

• Comments are only visible for the last published revision and the newest revision.

• For past revisions, the process level indicator is not visible.

• You can share the URL of a revision.

By default, published diagram revisions are listed. The complete revision list is shown when you enable Show
unpublished revisions.

 Example

Show all revisions:

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Compare Revisions

You can open the diagram comparison tool from the diagram actions (More actions).

Read more about the diagram comparison tool in section Compare revisions.

Manage Revisions

 Note

• To manage revisions, you need to be in Preview.

• The currently published version is always opened in Publish view.
• What actions are available to you depend on your access rights. The access rights are set by your
workspace administrator.

Publish and Unpublish Revisions

You can publish and unpublish revisions from the diagram actions (More actions).

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Restore Revisions

You can restore a previous revision from the diagram actions (More actions).

A restored revision is added as a new revision.

 Example

Restore revisions:

Related Information

Manage Folders [page 33]

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9 Manage Folders

Switch to Preview mode and manage your files and folders in SAP Signavio Process Collaboration Hub. You do
not need to switch toSAP Signavio Process Manager explorer.

 Note

• To manage folders and diagrams, you need to be in Preview mode.

• The actions available to you depend on your access rights. The access rights are set by your workspace
administrator.

Most of the options available for managing folders in SAP Signavio Process Manager explorer are also available
in SAP Signavio Process Collaboration Hub.

Related Information

Folder Actions [page 33]

Diagram Actions: General [page 73]
View Diagram Status Labels [page 29]

9.1 Folder Actions

Actions you can perform on a folder in Preview mode in SAP Signavio Process Collaboration Hub.

Publish Folder

Folders can’t be published directly. When you publish diagrams, the folder containing the diagrams is visible for
all users as well. Unpublished content of folders isn't shown.

When you unpublish all diagrams in a folder, the folder is no longer visible for all users.

Create Folder

With editor permissions, you can create a folder within the dialog when using the folder browser to move or
copy existing content, and when selecting a folder to create a new model. Simply select New Folder within the
create, copy, or move window.

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Manage Folders

You can manage folders with the actions   in the upper right corner.

When you select  (More actions), the following folder actions are available (depending on your permissions):

• Share
• Add to favorites
• Rename
• Copy
• Move
• Delete
• Manage Access (workspace administrators only)
For more information, see Manage Access Rights.

 Note

You can perform these actions on one or more folders at the same time.

 Example

Rename folder:

Related Information

General Actions [page 22]

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10 Diagrams

How to view diagrams, linked diagrams, different diagram views, and overlays

 Note

Which features are available depends on settings made by your workspace administrator.

When you click Processes, you can view all published diagrams in your workspace.

The file tree structure from the explorer is shown in the sidebar. You can expand the sidebar for a better
overview. To view the folder content, click the folder name.

View diagrams

The diagrams are listed in a table.

• To open the preview for a diagram, click the row outside the diagram title.
• To open the diagram, click the diagram name.
• To open a diagram from the preview panel, click the diagram or Go to diagram page.

You can zoom in and out of diagrams to view details. With the mini map, you can pick an area to view or to
zoom.

View attributes

Diagram data, for example the date of the last revision, is displayed on the diagram page. Diagram attributes
are listed.

When you click a diagram element, element attributes are displayed in the details panel.

Which data is visible is set by your workspace administrator.

If an attribute is displayed depends on the following:

• Attribute settings for the element

• Attribute settings for the diagram
• Attribute visibility settings for the user

Revision comment

When you save a diagram in the SAP Signavio Process Manager, the revision comment displays in SAP
Signavio Process Collaboration Hub.

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For more information, see Open and save diagrams.

Linked diagrams

When a diagram links to other diagrams, you can view the linked diagrams in SAP Signavio Process
Collaboration Hub.

For BPMN diagrams, the following linked diagrams can be viewed:

• DMN tasks
• collapsed subprocesses
• collapsed Event subprocesses
• intermediate link events (catching and throwing link events)

For value chains, you can view collapsed processes.

• To open a preview of the linked process, click the linking element.

• To open the linked diagram, click the plus icon .

 Example

View and open linked content:

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Diagram views

If different views are available for a diagram, you can select a view. The active view is displayed.

• To select a different view, click View and select a new view from the drop-down list.

For BPMN diagrams, Full view and Compact view are available for the most recent revision and the published
diagram version. Full view shows all elements, Compact view hides IT-systems, data objects, and text
annotations.

Modelers can create custom views for a diagram in SAP Signavio Process Manager. If custom views are
available, they are listed in the drop-down list.

Your view settings are automatically applied when you open the next diagram. If your last selection was a
custom view and no matching custom view is available for the next diagram, Full view is visible.

DMN diagrams

When a DMN diagram is linked in a BPMN diagram, you can preview the DMN diagram by clicking the DMN
task.

You can run DMN decisions and subdecisions in the preview panel. To run a decision, click Run decision in the
preview panel. The DMN simulation opens in a new browser tab. Here you can enter different values and check
the corresponding the decision.

Overlays

Overlays are attribute visualizations that are added by modelers when they create a diagram in SAP Signavio
Process Manager.

If an overlay is displayed depends on the overlay settings in SAP Signavio Process Manager.

For more information, see Attribute Overlays [page 45].

Toolbar

Open comment panel.

Select visible overlays.

Open a legend with definitions of diagram elements.

Enable/disable full-screen view.

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 Fit diagram width to screen width.

Current zoom level. For continuous zooming with a slider,

click the icon.

Zoom in/out.

Show or hide mini map.

Keyboard Shortcuts

Function Shortcuts

Full-screen Press F to use full-screen mode.

Press Esc to exit full-screen mode.

Fit to screen Press Shift+1 to fit diagram width to screen width.

Zoom Press + to make everything larger.

Press - to make everything smaller.

Press Shift + 0 to reset.

Mini map Press M to show or hide mini map.

Related Information

Comments [page 24]

Launchpad Overview [page 7]
In-App Notifications [page 17]

10.1 BPMN Diagrams

Classic SAP Signavio Process Collaboration Hub: Viewing and simulating DMN diagrams

 Note

Access to these features depends on settings made by your workspace administrator.

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Activities List

The activities list shows all diagram activities as a list, in the same order as in the diagram.

You can filter activities by role, responsibility, or by clicking Add filter+ to add a custom filter. When filtering
activities in a diagram the filtered activity displays in an 'Activities hidden' state. Click Clear filters to remove
your filter.

You can show or hide overlays and select which overlays you want to view in the activity list.

• To view the activity attributes, click the activity.

• To navigate between activities, use the navigation at the bottom of the attribute panel or the arrow keys on
your keyboard.

RACI Responsibilities

In the activity list, the responsibilities according to RACI are shown.

The responsibility assignment matrix RACI is used to represent responsibilities for activities.

RACI is an acronym for the key responsibilities:

• R for responsible: performs the activity

• A for accountable: approves the activity
• C for consulted: is consulted for the activity
• I for informed: is informed about the activity

Responsibilities can be assigned to diagram elements.

Export a RACI Matrix

 Note

If this action is available to you depends on your access rights. The access rights are set by your workspace
administrator.

The RACI matrix lists the 4 RACI assignments and an additional responsibility where no RACI category was
used:

• R - Responsible
• A - Accountable
• C - Consulted
• I - Informed
• X- Participates

To export a RACI matrix as a XLSX or XLS file, click Export RACI matrix in the activity list. Select Use merged
cells in output spreadsheet or Export file as .XLS (Excel 97) and click Export. The file is saved to your browser's
download folder.

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10.2 Diagram Levels

Diagram hierarchies and the diagram level pyramid.

When modeling, users create a high-level overview of the main process, they model subprocesses in separate
diagrams and link these subprocesses to the main process. The subprocesses can also contain links to
processes.

The high-level overview is usually the top-level diagram of your diagram hierarchy, on diagram level 1. The
diagrams directly linked from this overview are on level 2. Any subprocesses of the processes on level 2 are on
diagram level 3. The maximum level is 7.

 Note

The diagram level count can start at process level 0 or 1. This is set by your workspace administrator.

View Diagram Levels

The diagram level indicator shows the level of the current diagram.

When you click the diagram level indicator, the current diagram and all diagrams on higher levels in the same
hierarchy are listed. For top-level diagrams, no other diagrams are listed.

Diagrams that reference the current diagram but aren't part of the hierarchy are listed below the hierarchy. You
can open all diagrams by clicking them.

The current diagram is highlighted.

How Diagram Levels Are Calculated

The displayed diagram level can be different than the expected level.

The following can result in an unexpected diagram level:

• The shortest path for a diagram to a top-level diagram is considered. Diagrams linked from more than one
diagram can be on different diagram levels across the process landscape, shown is always their minimum
diagram level.

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 • For the shortest path, cycles are excluded, for example if two diagrams are referencing each other as
subprocesses.
• Any diagram that's not referenced in another diagram as a subprocess is a top-level diagram. Top-level
diagrams don't need to link to diagrams on lower levels.
• If several paths of the same length are available for the shortest path, the system selects one
automatically, based on internal IDs. Additional diagrams that reference the current diagram are listed
as Also referenced by other diagrams below the diagram hierarchy.
• Only published diagrams are included in the calculation. The process level can be different for published
and unpublished versions.
• Custom attributes linking to diagrams do not influence the diagram level. While a link in a custom attribute
can represent a hierarchical relationship that marks a specific diagram level, links can also be added
via custom attributes to add information or to mark trigger processes. Since no information about the
link purpose is available for the calculation, these links are not included when determining the level of a
diagram.

 Example

Process Levels Explained

Value Chain No. 1 is a top-level diagram and links to Process A.

Process A is on level 2 and links to Process B.

Process B is on level 3.

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 All diagrams contain no other links and are not linked anywhere else in the workspace.

 Example

Process Is Linked from Different Levels

Value Chain No. 2 is a top-level diagram and links to Process B. Process B is also linked from Process A as
described in the first example.

The diagram level always uses the shortest path to a top-level diagram. This means the diagram level
displayed for Process B has changed to level 2.

Process A is listed as a diagram that references Process B.

When you open Process B from Process A of the first example, Process B is one level below Process A.
Since only the shortest path to any top-level diagram is shown, the diagram level for Process B is still 2.

 Example

Change Diagram Levels

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 If Value Chain No. 2 isn't meant to be a top-level diagram, it needs to be referenced by a top-level diagram.
To achieve this, a link to Value Chain No. 2 is added to Value Chain No. 1.

Now Value Chain No. 2 is on level 2.

The diagram level displayed for Process B has changed to level 3.

Process B is a diagram on level 3 for 2 different paths. There is no shorter path available. Which path is
shown is automatically calculated based on internal IDs.

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10.3 Subprocesses

When modeling, users create a high-level overview of the main process, they model subprocesses in separate
diagrams and link these subprocesses to the main process.

The subprocesses can also contain links to processes. You can view linked processes in SAP Signavio Process
Collaboration Hub.

View Subprocesses

Elements that link to other diagrams are marked with a + icon.

You can view the element details for the linking element or open the linked diagram.

• To view the element details, select the element.

• To open the linked diagram, select the + icon.

 Example

View and open subprocesses:

View the details of a subprocess within a value chain diagram by selecting the subprocess element.

To open the linked subprocess, select +.

Related Information

Diagram Levels [page 40]

Attribute Overlays [page 45]

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10.4 Attribute Overlays

Attribute overlays (attribute visualizations) and how they are displayed in SAP Signavio Process Collaboration
Hub.

Attribute overlays are attribute visualizations that are added by modelers when they create a diagram in SAP
Signavio Process Manager. Which overlays are visible for a user group is also set in SAP Signavio Process
Manager.

If a diagram contains attribute overlays, the number of available overlays and the number of visible overlay
categories are displayed. You can show or hide attribute overlays and select which overlays you want to view.
When you enable Select all, all attribute overlays that have a value are visible on the diagram.

 Note

Your attribute overlay settings are automatically applied when you open the next diagram. To apply the
default settings, click Reset.

You can show or hide attribute overlay values in the Show values section:

• Default uses the attribute overlay values visibility from the overlay settings.
• All shows all available attribute values.
• None collapses all attribute overlays. When you hover over a collapsed attribute overlay icon, the attribute
value is displayed.

Attribute Overlays for Risks and Controls

The overlays for risks and for controls provide additional information.

When you hover over a risk overlay, the number of risks without controls for that element is shown. You see
the risk overlay when there is a risk without controls. When you only see the control overlay, all risks for that
element have controls. In the attribute details, controls are shown directly under a risk.

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10.5 Viewing Subprocess Attributes
Attribute values of the subprocess can be displayed in the subprocess element of the main process.

Prerequisites

Attributes are populated from the linked subprocess if the following conditions are met:

• The same attribute, with the same ID, is available for both the subprocess element and the linked process.
• The attribute value is only set on the linked process and not on the subprocess element.
• The attribute is visible for the user.

Context

When working with processes and subprocesses, you can view the subprocesses' attributes directly in the main
process. Which attributes you can see depends on your role.

 Note

Attribute settings and attribute visibility settings are managed by your workspace administrator.

Procedure

1. Select the element of the main process that contains a plus sign, meaning that element contains a
subprocess.
2. In the side panel that opens, view the attributes of the linked subprocess.

Example

In this example, the main process contains one subprocess element, which links to a subprocess.

Main process:

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Linked subprocess:

The attributes Process Maturity, Process Owner and ISO9000ff relevant are available for both the
subprocess element of the main process and the linked subprocess.

In SAP Signavio Process Manager, only the current attributes are shown.

On the subprocess element, Process Maturity and ISO9000ff relevant have a value.

For the subprocess, Process Maturity and Process Owner have a value. The value for Process Maturity differs
from the one set for the subprocess element.

In SAP Signavio Process Collaboration Hub, the details panel for the linked subprocess element shows values
for three attributes.

It shows the values for Process Maturity and ISO9000ff relevant which are set on the subprocess element. In
addition, the value for Process Owner is populated from the linked subprocess.

For the attribute Process Maturity, different values are set for the subprocess element of the main process
and the linked subprocess. The value set for the subprocess element is not overwritten with the value from the
linked process.

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Related Information

Subprocesses [page 44]

10.6 Read Confirmations

With read confirmations, you can make sure that others are made aware of diagrams and changes in diagrams.

Prerequisites

• Your workspace settings give you access to read confirmations.

• You have Write access for the diagram to request a read confirmation.

Request for Read Confirmation Framework

In SAP Signavio Process Collaboration Hub, you can request read confirmations for all diagram types. By
default, requests apply to the last published version. If your diagram has undergone a number of revisions, you
can trigger a separate read confirmation request for each published version.

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When you request read confirmations from individual users or from groups, your recipients get a new alert in

(Notifications) in SAP Signavio Process Collaboration Hub:

You can open your read confirmation window and check the list under Users to confirm to see if your recipients
have confirmed they read and understood the diagram.

• For individual users, the date of confirmation appears beside the name. If a user has not yet sent a
confirmation, this space remains blank.
• For user groups, you see a figure to show confirmations sent by group members versus the total number of
members.

Status of Read Confirmations

You can view the current status of read confirmations for a diagram. Depending on your access rights, you can
view the following details when you select the read state indicator:

• If you can request read confirmations and confirm read confirmation requests, you see the status of all
read confirmations for a diagram.
• If you can confirm read confirmation requests, you see the status of your own read confirmation.

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  Example

In this example, John Miller has requested a read confirmation for a diagram from Donna Armstrong. When
she displays the diagram, Donna can see the status of her read confirmations by selecting the read state
indicator Read 0/1:

Related Information

Managing Process Governance Settings [page 124]

User Groups

10.6.1 Requesting a Read Confirmation

Choose to be notified when users from your list view a diagram.

Prerequisites

• You have Write access for the chosen diagram.

• The chosen diagram has been published.

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Procedure

1. From SAP Signavio Process Collaboration Hub, navigate to a folder and choose a diagram from the list.
Select the latest published revision of the diagram.

The diagram page opens.

2. Select (More actions) and Read Confirmation.

The Read confirmation window opens.

3. Under List type, choose individual users or user groups.
4. In the Add users field, search for the user name or user group name from which you want a confirmation.
Select a search result to add it to your list.

For a request targeting individual users, you can add up to 100 users. A request targeting user groups can
have up to 100 users total and up to 10 user groups.

 Note

Users and user groups cannot be combined in the same request. Switching the list type clears any
existing progress and configuration.

5. Confirm with Save.

You get a confirmation message stating that read confirmations were requested for the diagram.

All users or user groups you have added to your list get notified that you requested a read confirmation.

 Example

In this example, the modeler requests read confirmation from one user.

Request read confirmation from individual users.

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  Example

In this example, the modeler requests read confirmation from a user group.

Request read confirmation from a user group.

Related Information

User Groups

10.6.2 Changing an Open Request

For an existing read confirmation request, you can make changes to your selection of users.

Prerequisites

• You have created a read confirmation request.

• You have Write access for the diagram.

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Procedure

1. Navigate to the diagram with the open read request and select the read state indicator.

Alternatively, select (More actions) and choose Read confirmation.

The read confirmation request window opens with your list of users or user groups.
2. To add users to your list, use the Add users field to search for additional users or user groups from which
you want a confirmation. Select a search result to add it.

 Note

If members are added to a user group after a read confirmation was requested, these new users will
not get notifications.

3. To delete users from your list, choose the delete icon beside a user or user group entry from your list.

 Note

• For open requests, individual users cannot be deleted from groups.

• Once an individual user in a group has confirmed reading a diagram, this confirmation remains in
the total confirmation count, even if the group is later removed from the confirmation request list.

4. Confirm with Save.

10.6.3 Responding to a Request

As a recipient of a read confirmation request, learn how to open the associated diagram and how to confirm
that you have read and understood the diagram.

Prerequisites

A user sent you a read confirmation request for a shared diagram.

Procedure

1. In SAP Signavio Process Collaboration Hub, choose (Notifications) to view your read request.
2. From the Notifications list, select the read request.

The associated diagram opens.

3. Go to the read confirmation message above the diagram and choose I confirm.

The status of your read confirmation is updated in the read status indicator.

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  Example

Responding to a read request and checking the read request status, by a user who can request read
confirmations and confirm read confirmation requests.

10.6.4 Exporting Read Confirmation Data

Learn how to export a CSV file with the details for the read confirmation.

Prerequisites

You are a workspace administrator.

Context

The CSV file contains the following data:

• Recipient
• Group name

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 • Status
• Read date
• Artifact revision ID
• Artifact name
• Requester
• Creation date

Procedure

1. Navigate to the diagram and select the read state indicator.

Alternatively, select (more actions) and choose Read confirmation.

The read confirmation request window opens.

2. Choose Export.

The file is saved to your browser's download folder.

10.7 Process Rating

Process rating allows your audience to rate your process based on how much they agree with a set of criteria.
You can choose which rating criteria are used.

Rating scores provide you with quantifiable, measurable feedback about your process. Your audience can only
rate a process once per revision.

 Note

Access to this feature depends on your license. For more information, contact your workspace
administrator.

Related Information

Configuring Process Rating [page 56]

Rating a Process [page 57]
Viewing Process Rating Results [page 58]

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10.7.1 Configuring Process Rating

Learn how to enable and configure process rating.

Prerequisites

Access to this feature depends on your license.

Procedure

1. In SAP Signavio Process Collaboration Hub, select Settings.

The settings sidebar opens.

2. In the Process Governance section of the settings sidebar, select Process Rating.

The process rating settings page opens.

3. Use the checkboxes to configure your process rating settings as follows:

• Which audiences can rate your processes

• Which audiences can view your process rating results
• The rating criteria used for your process ratings

 Note

You must select at least one rating criteria.

4. Confirm with Save.

Your process rating settings are configured.

 Note

Your audience can only rate a process once per revision.

Related Information

Process Rating [page 55]

Rating a Process [page 57]
Viewing Process Rating Results [page 58]

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10.7.2 Rating a Process

Learn how to rate a process.

Context

You can give feedback on a published process by assigning process ratings between 0-10, based on how much
you disagree or agree with the rating criteria.

Procedure

1. Open the process to be rated in SAP Signavio Process Collaboration Hub.

2. To open the process rating window, you have two options:

• Select (More actions), then choose Rate this process.

• Select Rate this process from the diagram header.
3. Rate each criteria based on how much you agree or disagree with the statement shown. Select  to view
rating tips about each criteria.

4. (Optional) Select the field below the rating criteria, and write a comment to accompany your rating.

 Note

If you submit a comment, your comment and name will appear in the comment section of the process
model. The process owner can reply to your comments in the section.

5. Confirm with Submit.

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  Note

After you submit a rating, the Rate this process option from the diagram header is replaced by Rating
and a score, which displays the average of the rating scores submitted for that diagram. From this
diagram view, select Rating for additional details.

 Example

Related Information

Process Rating [page 55]

Configuring Process Rating [page 56]
Viewing Process Rating Results [page 58]

10.7.3 Viewing Process Rating Results

Learn how to view the rating results for a process.

Prerequisites

Access to this feature depends on your license.

The process has been published.

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The rating results you see depend on your access rights for the process, the process rating settings, and
whether you have submitted your own rating.

Procedure

1. Open the process in SAP Signavio Process Collaboration Hub.

The process opens.

2. To open the process rating results panel, you have two options:

• Select (More actions), then choose Rate this process.

• Select Rating.

The rating results panel opens. Toggle between My rating and Overall result as needed.

Related Information

Process Rating [page 55]

Configuring Process Rating [page 56]
Rating a Process [page 57]

10.7.3.1 Downloading Process Rating Results

Learn how to download a CSV file of the process rating results.

Prerequisites

• You are a workspace administrator.

• The chosen diagram has at least one rating.

Procedure

1. Open the process in SAP Signavio Process Collaboration Hub.

The process opens.

2. To open the process rating results panel, you have two options:

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 • Select (More actions), then choose Rate this process.
• Select Rating.

The rating results panel opens.

3. Choose Overall result.

4. Choose (Download).

A CSV file of the process results is transferred to your download folder.

10.8 Diagram Approvals

10.8.1 Submitting a Process for Approval

Learn how to start approval workflows for diagrams. With approval workflows, you can make sure that
diagrams have been approved by users with specific roles before they are published.

Prerequisites

You have switched to Preview mode. For more information, see Preview and Publish View [page 27].

Your checked that your diagram needing an approval workflow is not a journey model.

 Note

Approval submission requests do not apply to journey models created with SAP Signavio Journey Modeler.

Context

An approval workflow can be started for a diagram's latest revision only.

Procedure

1. From SAP Signavio Process Collaboration Hub, navigate to a folder and select a diagram from the list.

2. Choose the more options icon (More actions) from the diagram list or the navigation menu and choose
Submit for Approval.

The Approval window opens.

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 3. In the Approval Workflow field, make a selection from the menu.
4. Choose Confirm.

A confirmation message is displayed, noting that the approval workflow has been started successfully.

 Example

Related Information

Status for Process or Element Approvals [page 64]

10.8.2 Submitting a Process and Its Subprocesses for

Approval

If your selected process contains subprocesses, you can request approval for the process and subprocesses
together. You can choose to exclude one or more subprocess from the request.

Prerequisites

You have switched to Preview mode. For more information, see Preview and Publish View [page 27].

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Procedure

1. From SAP Signavio Process Collaboration Hub, navigate to a shared folder. From the list of diagrams,
choose a diagram containing subprocesses.

2. Choose the more options icon (More actions) from the list or the navigation menu and choose Submit
for Approval.

The Approval window opens.

3. In the Approval Workflow field, make a selection from the menu.
4. Select Include unpublished subprocesses.
5. Check your list of subprocesses and toggle the selections, if needed.

 Note

If a subprocess has already been submitted for approval, it is not available for selection when you
request approval for the main process.

6. Choose Confirm.

A confirmation message is displayed, noting that the approval workflow has been started successfully.

 Example

Related Information

Status for Process or Element Approvals [page 64]

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10.8.3 Submitting Multiple Processes for Approval

If you work with several diagrams that require approval before publication, you can trigger an approval request
for those diagrams in a bulk approval request action.

Prerequisites

You have switched to Preview mode. For more information, see Preview and Publish View [page 27].

Procedure

1. From SAP Signavio Process Collaboration Hub, navigate to a folder and select multiple diagrams from the
list.

2. Choose (More actions) from the list or the navigation menu and choose Submit for Approval.

The Approval window opens.

3. In the Approval Workflow field, make a selection from the menu.
4. Check your list of processes and choose Confirm.

A new approval case is started per each selected process. An Approval window is displayed, showing the
approval status for each process.

 Example

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Related Information

Status for Process or Element Approvals [page 64]

10.8.4 Status for Process or Element Approvals

Learn how to check the approval status for a process or for single elements in SAP Signavio Process
Governance.

Status for Process Approvals

You can view the current state of the approval process in the following locations:

• On the diagram card, hover over (Gear) to view the approval status.

• Under a folder within the list of diagrams, choose (Gear) in the diagram's row. A side panel opens,
displaying the current approval status. For additional details, choose the side panel's View case link.

• On the diagram page, (Gear) and label displays the current status. Select the icon and a window opens
with details of the process approval.

 Note

If a diagram has not been submitted for approval, (Gear) is not present in the diagram card, list of
diagrams, or the diagram page.

 Example

View these locations:

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Status for Element Approvals

You have the following options to open the approval case for an element within a diagram:

• From the confirmation message when an approval workflow starts, choose the View case link.

• Under a folder within the list of diagrams, choose (Gear) in the diagram's row. A side panel opens,
displaying the current approval status for the diagram. For additional details of diagram elements, choose
the side panel's View case link.
• On the diagram page, choose the approval status label to open the case in a new browser tab.

For more information on how you work as a recipient of an approval workflow task, see Work on approval flows
assigned to you.

10.9 Propagating Changes from Template to Variant

Learn how to update a variant of a process template by accepting the changes made to the template.

Prerequisites

• You are a workspace administrator with an SAP Signavio Process Governance license.

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• A variant of a process template has been created.
• Changes have been made to the template.

Procedure

1. From SAP Signavio Process Collaboration Hub, navigate to your process variant's folder and open your
process variant.

In your variant page, a new message states that there are unresolved template updates.
2. In your unresolved updates message, choose Review.

A Review changes panel opens.

 Note

The panel shows first automatic, then manual changes for you to accept or reject.
• Automatic changes are text changes, such as the renaming of an element.
• Manual changes are any changes to the structure of the diagram.

3. For your automatic changes, choose Accept all. Alternatively, review each row describing a single change
and choose Accept as needed.

After making your selection, confirm with Save and proceed with the next step. If there are no automatic
changes to review, proceed with the next step.
4. Choose Continue to manual changes.

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 5. For your manual changes, choose Confirm all. Alternatively, review each row describing a single change and
choose Confirm as needed.

 Note

To preview the manual changes, choose Open in editor.

6. Confirm with Save and choose Close review.

7. Refresh the variant page to see the changes reflected.

 Example

Related Information

Diagram Actions: General [page 73]

Variant Management Access and Authorizations [page 93]

10.9.1 Use Cases for Propagation of Automatic Changes

Learn what kind of changes to a template can be propagated as automatic changes to the variant.

If you have a variant of a process template, you can make changes to the template, then propagate those
changes to the variant diagram. To do so, you can accept both automatic and manual changes, as described in
Propagating Changes from Template to Variant [page 65].

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While manual changes are structural changes to the template, automatic changes include text changes, such
as the renaming of a diagram element. In addition, automatic changes include certain additions or deletions of
elements. See the following use cases for the conditions and outcomes of automatic changes to elements.

Automatic Addition of Elements - Use Case 1

A new element is added to the template in the same lane as the source and target elements.

Conditions Example

• The template has the same source element, target el-

ement, and association as the variant. (Matching ID,
Name, and Element type)
• The source element, target element, and association
are all in one existing lane. (Matching lane for template
and variant)
• The new element joins this same lane.

Outcome Example

• The addition is listed in the Automatic tab in the Change

Propagation side panel.
• Accepting the change and saving adds the new element
and its new associations to the variant.

Automatic Addition of Elements - Use Case 2

A new element is added to the template in a different lane as the source and target elements.

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 Conditions Example

• The template has the same source element, target el-

ement, and association as the variant. (Matching ID,
Name, and Element type.)
• The source element and target element are in one lane.
(Matching lane for template and variant.)
• The new element is in a different lane than the source
and target elements.
• Both lanes already exist in the template and the variant.
(Matching lanes for template and variant.)

Outcome Example

• The addition is listed in the Automatic tab in the Change

Propagation side panel.
• Accepting the change and saving adds the new element
and its new associations to the variant.

Automatic Deletion of Elements - Use Case 1

An element is deleted from the template in the same lane as the source and target elements.

Conditions Example

• The template has the same source element, target el-

ement, and association as the variant. (Matching ID,
Name, and Element type.)
• The source element, target element, and association
are all in one existing lane. (Matching lane for template
and variant.)
• The deleted element is removed from this same lane.

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Outcome Example

• The deletion is listed in the Automatic tab in the Change

Propagation side panel.
• Accepting the change and saving:
• Deletes the element in the variant.
• Deletes the element's associations to the source
element and the target element.
• Connects the source element and the target ele-
ment with one association.

Automatic Deletion of Elements - Use Case 2

An artifact (such as an IT-system) that is associated with an element is deleted from a template.

Conditions Example

• The template has the same source element as the var-

iant. (Matching ID, Name, and Element type.)
• The deleted artifact from the template is removed from
the same existing lane in the variant. (Matching lane for
template and variant.)

Outcome Example

• The deletion is listed in the Automatic tab in the Change

Propagation side panel.
• Accepting the change and saving:
• Deletes the artifact in the variant.
• Does not delete the source element.

10.9.2 Change Log History

Learn how to keep track of all changes made to variants of a template with the change log history.

To open the Change Log History side panel, follow these steps:

1. Select a variant diagram in Shared Documents.

2. Choose (More actions).

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 3. Select Change Log History.

The right side panel shows a list of changes, detailed by their short descriptions, who accepted/rejected
the changes, and grouped by date and time. The list also indicates whether there are automatic or manual
changes. For more information on the types of changes, see Propagating Changes from Template to Variant
[page 65].

Here are the available actions from the Change Log History side panel:

• Scroll through the list of changes.

• Search by task label for specific changes, using the search field at the top of the panel.

• Download a variant report by selecting (Download report) at the top of the panel.

10.9.3 Variant Report

Learn how to keep track of all changes made to each variant of a template with the variant report.

From the Change Log History side panel, when you choose (Download report), the system sends a CSV file
to your Downloads folder, like the example below:

 Example

 Note

If variant report generation requires more than 30 seconds due to a high volume of variant changes, it may
result in an error message.

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10.9.4 Compare Template Revisions to Variants

From your template, you can compare templates to variants before and after an update to keep track of the
changes.

When you select a template diagram from a variant group in Variant Management or from a shared folder,

choose (More actions) and Compare revisions.

You can also initiate a comparison of template revisions to variant diagrams from your variant. If you see on
your variant page a new message banner stating there are unresolved template updates, choose Review from
within the banner. The Review Changes side panel opens. Choose Compare to template from the top of the side
panel.

As a result, the comparison window opens, showing the differences between the latest revision of the variant
process compared to the template process. You can also choose the arrow beside a revision name to choose a
different revision. The diagrams are color-coded for elements added, changed, moved, or deleted.

 Example

10.9.5 Change Propagation Notifications

Learn how to see what changes have been made to a template if you are maintaining a variant.

When a process diagram template and its variants are maintained by different users, those maintaining
variants benefit from knowing when changes have been made to the template.

Check for changes by navigating to your process variant's folder and selecting your template. Alternatively,
choose Variant Management from the left side panel and select your template. A new message at the header
area of your variant page states that there are unresolved template updates.

 Example

You can also subscribe to change propagation alerts. Open the template, select (Notifications) from the
header area of your variant group page and subscribe - or unsubscribe when needed - to change alerts. When
a user saves template changes as a new revision, your notification icon reflects a new notification received.
Notifications provide timestamps and brief descriptions of unresolved template updates.

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For more information about resolving or rejecting changes, see Propagating Changes from Template to Variant
[page 65].

10.10 Diagram Actions: General

Actions you can perform on a diagram in Preview mode in SAP Signavio Process Collaboration Hub.

Open Diagram Actions

Open the diagram actions by choosing (More Actions) on the right end of a row in the diagram table. This
icon is visible when you hover over the area and when you select an item.

 Example

Open diagram actions:

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The diagram actions can contain additional actions, for example Edit. Which additional actions are available
depends on the notation.

Publish or Unpublish Diagram

To publish a diagram, follow these steps:

1. Choose (More Actions) on the right end of the row.

2. Choose Publish.
3. Confirm in the dialog.
The most recent revision of the diagram is published and available to all users.

To unpublish a diagram, follow these steps:

1. Choose (More Actions) on the right end of the row.

2. Choose Unpublish.
3. Confirm in the dialog.
The diagram is removed from Published view and only available in Preview.

 Note

To make a different version of the diagram available to all users, you need to publish the different
version. Previous diagram versions aren't republished automatically.

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Rename Diagram

1. Choose (More Actions) on the right end of the row.

2. Choose Rename.
3. Edit the diagram name.
4. You can add the name in additional languages.
5. Choose Save to apply your changes.

Move Diagram

1. Choose (More Actions) on the right end of the row.

2. Choose Move.
3. Select the location.
4. Choose Move here to move your selection.

Delete Diagram

 Note

You can't undo deleting items in SAP Signavio Process Collaboration Hub. When you delete an item, it's
completely deleted, not moved to a trash can.

1. Choose (More Actions) on the right end of the row.

2. Choose Delete.
3. Confirm in the dialog.
The diagram is deleted.

 Note

When you delete a diagram that was the template of a variant group, the associated variants become
disconnected and lose their dimensions and values. You can't undo the deletion and the dissociation of the
variants.

Manage Access

Workspace administrators can define and manage access rights for diagrams.

For more information, see Manage Access Rights.

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Manage Multiple Files

 Note

You can't rename multiple files at once.

You can manage one file at a time or execute an action for multiple files at once.

To select all files, enable the checkbox on the left end of the diagram table header. This checkbox is visible
when you hover over the area.

The number of selected items is shown next to the diagram actions, in the upper right corner. To deselect all
items, choose X.

 Example

Select all files:

To select multiple files, enable the checkboxes on the left end of a row, next to the diagram name. Checkboxes
are visible when you hover over the area.

 Example

Select files one by one:

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To perform an action for multiple diagrams at once, follow these steps:

1. Choose (More Actions) in any of the selected rows.

2. Select the action.
3. Fulfill the action.
All selected files are changed accordingly.

Related Information

Variant Management Access and Authorizations [page 93]

View Diagram Revisions [page 30]
General Actions [page 22]
Managing Variant Group Dimensions and Values [page 99]

10.10.1 Export Diagrams as PDF

How to export diagrams as PDF to share with colleagues or keep track of the current status.

With this function, you can export a diagram as a PDF file. This function provides more options than the print
option.

To export a diagram, follow these steps:

1. On the diagram page, open the additional actions (More Actions).

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2. Select Export to PDF.
The configuration opens.
3. Configure the export. Read more in section Export options [page 78].
4. Click Export.
The PDF is exported. The file is saved to your browser's download folder.

Save a Preset

 Note

Presets are saved for your user profile, not the workspace.

To save your export settings as a preset, follow these steps:

1. Configure the export. Read more in section Export options [page 78].
2. To save your configuration as a preset, click Save as a new preset.
When you select a previously created preset first and then configure the export options, you need to save
your changes with Update preset in the Presets section.
3. Enter a name for the preset and click Save.
The preset is saved and available in the drop-down list.

Manage Presets

• To delete a preset, select the preset and click (Delete).

• To update a preset, select it, modify the preset, then save your changes with Update preset in the Presets
section.

Export Options

General

Page size Select the paper size for your PDF. Default is the interna-
tional standard size A4.

Page orientation Select landscape orientation or portrait orientation for the

page.

Diagram orientation You can rotate the diagram clockwise or counterclockwise.

Scale Enable Fit to page to export large diagrams as one page.

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 Header and Footer

Add logo Add a custom logo. You can choose an image that is already
available in your workspace or upload a new file. The maxi-
mum size for a logo file is 5 MB.

 Note
When uploading an image, the image is automatically
published. The image can then be used in both the pub-
lish and preview modes of the exported diagram. If you
don't have publish rights, you can't upload images and
can only select an existing image for your logo.

Header information You can add up to 3 columns with up to 3 attributes per

column.

Footer information You can add up to 3 columns with up to 3 attributes per

column.

Additional Options

Content Language If multiple languages are set up for the workspace, select the
language for the diagram you want to export.

View If different views are available for a diagram, you can select a
diagram view. The active view is displayed.

Overlays If overlays are available for a diagram, you can select which
overlays to include in your export.

Related Information

Diagrams [page 35]

General Actions [page 22]

10.11 Diagram Actions: Template and Variant Change

Depending on your role, you can perform several actions on diagrams from SAP Signavio Collaboration Hub.

All your organization's diagrams created in SAP Signavio Process Manager are visible in the left-side panel of
the SAP Signavio Collaboration Hub main page, under Shared Documents, grouped in folders. You can perform

actions on template and variant diagrams by selecting at the end of the diagram's row.

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10.11.1 Setting a Diagram as Template

Learn how to create a template by designating a diagram as a template.

Prerequisites

• You are a modeler or you have workspace administrator rights.

• You already created and published the diagram you want to set as template.

Context

As a workspace administrator, you can define a BPMN diagram or a value chain as a template for variants. This
option is available for processes that are not used as a template or variant yet.

Procedure

1. On the left side panel of the Overview page, go to Shared Documents and navigate to the folder that
contains the diagram you want to set as template.

2. Select (More Actions) at the end of a diagram's row.

3. Select Set as template.
4. (Optional) Assign existing dimensions or choose Next to skip to step 5. Alternatively for workspace
administrators only: Create and assign new dimensions.

New dimensions are added to the dictionary as dictionary categories.

5. (Optional) For each dimension, add existing values, or create new ones. To skip this step, choose Next.

New values are added to the dictionary as dictionary entries.

6. (Optional) Attach existing diagrams as variants, or skip this step and attach variants after you've created
the template. Alternatively you can clone new variants from the template itself.
7. Choose Create template.

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  Example

 Note

You can also set a diagram as a template from the Variant Management Center.

Related Information

Creating a Template from Variant Management [page 95]

10.11.2 Reverting a Diagram's Template Status

For a diagram that has been designated as a template, learn how to remove this designation without deleting
the diagram.

Prerequisites

• You are a modeler or you have workspace administrator rights.

• You set a diagram as a template, as described in Setting a Diagram as Template [page 80].

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Procedure

1. On the left side panel of the Overview page, go to Shared Documents and navigate to the folder that
contains the diagram.

2. Select (More Actions) at the end of the diagram's row.

3. Select Manage variant group.

The Variant Group window opens with the current variant group listed by default.
4. Select the arrow to expand the variant group.

 Note

In the Variant Group window, you can use the search field to locate a variant group other than the
default selection.

5. From the list of diagrams in the variant group, choose (More Actions) within the diagram template's
row.
6. Choose Revert template.

A Revert template confirmation window opens.

7. Type in the name of the template and choose Confirm.

The former template and its variants can be found in their shared folders as diagrams without a template
or variant designation attached to them.

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  Example

 Note

You can also remove a diagram's template status from the Variant Management Center.

Related Information

Setting a Diagram as Template [page 80]

10.11.3 Cloning a Template, Variant, or Diagram to Create a

Variant

Learn the conditions for creating variants through cloning templates, variants, or unattached diagrams.

Prerequisites

• You are a modeler or you have workspace administrator rights.

• A template, variant, or regular process diagram already exist in your workspace.

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Context

You can create a process variant by cloning a diagram:

• When you clone a template, the newly-created variant is automatically attached to this template.
• When you clone a variant, the newly-created variant is attached to the same template as the source
variant.
• When you clone a diagram that's not used as a template or variant yet, this diagram is promoted to a
template, and the cloned version is attached as a variant.

Procedure

1. On the left side panel of the Overview page, go to Shared Documents and navigate to the folder that
contains the diagram you are interested in.

2. Select (More Actions) at the end of the diagram's row.

3. Select Clone to create variant.
4. Enter a name for the new variant, and adjust the folder storage location as needed.
5. Add or remove dimensions and values as needed.

 Note

The variant inherits its initial dimensions and values from the diagram from which you created it.

6. Choose Create variant.

 Example

 Note

You can also clone a template or variant from the Variant Management Center.

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Related Information

Managing Variant Group Dimensions and Values [page 99]

10.11.4 Attaching Diagrams as Variants to a Template

Learn how to create variants to a template by attaching saved diagrams to a template.

Prerequisites

• You are a modeler or you have workspace administrator rights.

• A template and at least one other process diagram already exist in your workspace.

Context

You may want to add a distinct version of how a specific process is executed in diverse setups to the main
version and group these processes together. For example, the main process diagram illustrates your hiring
process at your headquarters, and the variant process illustrate the hiring process at your international offices.

 Note

You can attach variants only to a template, not to another variant.

Procedure

1. On the left side panel of the Overview page, go to Shared Documents and navigate to the folder that
contains the diagram you are interested in.

2. Select (More Actions) at the end of a row.

3. Select Attach to template.
4. Choose the template to which you want to attach the variant.
5. Save your changes.

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  Example

 Note

You can also attach variants from the Variant Management Center.

Related Information

Managing Variant Group Dimensions and Values [page 99]

10.11.5 Managing Dimensions for a Template or Variant

Learn how to configure the dimensions and values of a single template or variant.

Context

Workspace administrators have the authorizations for more managing dimensions actions than modelers. For
more information, see Variant Management Access and Authorizations [page 93].

You can select a single template or a variant from a list of diagrams. You can manage dimensions from the

template or variant's (More Actions) menu.

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Procedure

1. On the left side panel of the Overview page, go to Shared Documents and navigate to the folder that
contains the template or variant you are interested in

2. Select (More Actions) at the end of the template or variant's row.

3. Select Manage dimensions.
4. Add or remove dimensions.

New dimensions are added to the dictionary as categories.

5. For each dimension, add or remove values as needed.

New values are added to the dictionary as entries.

6. Save your changes.

 Example

 Note

You also have the option to manage dimensions and values when you:

• Set a diagram as a template.

• Clone a template, variant, or diagram to create a variant.

You can also manage dimensions from the Variant Management center.

Related Information

Variant Management Access and Authorizations [page 93]

Managing Variant Group Dimensions and Values [page 99]

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10.11.6 Detaching a Variant from a Template
Learn how to detach variants from a template.

Prerequisites

You are a modeler or you have workspace administrator rights.

Context

Whenever you decide that you no longer need a variant to be attached to a template, you can easily detach it
from the respective template.

 Note

Detached variants lose their dimensions and values.

Procedure

1. On the left side panel of the Overview page, go to Shared Documents and navigate to the folder that
contains the variant you are interested in.

2. Select (More Actions) at the end of the variant's row.

3. Select Detach from template.
4. Confirm.

 Example

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  Note

You can also detach a variant from a template from the Variant Management center.

Related Information

Managing Variant Group Dimensions and Values [page 99]

10.11.7 Detaching All Variants from a Template

Learn how to detach all the variants linked to a specific template.

Context

Whenever you decide that you no longer need to have all the variants of a template attached to it, you can
easily detach them from the respective template.

 Note

Detached variants lose their dimensions and values.

Procedure

1. On the left side panel of the Overview page, go to Shared Documents and navigate to the folder that
contains the template you are interested in.

2. Select (More Actions) at the end of the template's row.

3. Select Detach all variants.
4. Confirm.

 Note

You can also detach all variants from a template from the Variant Management center.

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Related Information

Detaching a Variant from a Template [page 88]

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11 Variant Management

Learn how variant management tools enable modelers and workspace administrators to create templates and
variants of those templates, and to manage variant group dimensions and values.

• For variant management activities accessed from SAP Signavio Process Collaboration Hub preview folder
view or details page, see diagram actions related to template and variant change under Diagrams [page
35].
• For variant management activities accessed from the Variant Management center, see Variant
Management Center Details [page 91].
• For descriptions of the parts to make up a variant management group, such as templates, variants,
dimensions, and values, see SAP Signavio Process Manager User Guide, section Variant Management.

11.1 Variant Management Center Details

Open the Variant Management center from the side panel in SAP Signavio Process Collaboration Hub. Get an
overview of all variant groups in the workspace, and perform single and bulk actions on them.

In the Variant Management center, you have the option to choose Create new template or manage existing
templates and variants.

Overview

In the Overview tab, you can view a list of your variant groups and search for a variant group by name.

You can expand each variant group to display the template and its variants, publication status, dimensions and
values, author, and modification date.

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From an expanded variant group, if you select (More actions) in a row containing a template or a variant,
the following actions are available:

Template Variant

Manage dimensions Manage dimensions

Clone to create variant Clone to create variant

Attach variants -

Detach all variants Detach from template

Dimensions and Values

When you choose the Dimensions and values tab, the Manage Dimensions window opens, where you can
configure the dimensions and values of all variant groups in the workspace.

Under Variant Group, you can select a variant group from the list. Once selected, you can highlight a template
or variant from the group.

The Manage Dimensions section shows which dimensions are associated with the highlighted template or
variant. You have the options to:

• Select or create a new dimension.

• Unassign a dimension.
• Add or create a value for the list of applied values.
• Add a value to a dimension.
As a result, a new dimension might be assigned to the selected diagrams if they are not already assigned.
• Detach a value from a dimension.
As a result, the value will no longer be available for the selected process variants.

 Example

You can add a value as a Main category or a Sub-category.

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Related Information

Managing Variant Group Dimensions and Values [page 99]

Managing Dimensions for a Template or Variant [page 86]
Diagram Actions: Template and Variant Change [page 79]

11.2 Variant Management Access and Authorizations

Learn about Variant Management access and authorizations for process templates and variants, including their
dimensions and values.

From SAP Signavio Process Collaboration Hub, you can access the Variant Managementcentre from the left
side panel menu. The same actions are available from the diagram's details page in Shared Documents.

By default, both modelers and workspace administrators are able to conduct the following variant
management actions, depending on the role, access rights, and where they access variant management
settings.

 Note

You can also have user group-based access rights for certain variant management feature sets.
Administrators can tailor access to specific modeler groups, ensuring that only designated users have
control, while streamlining workflows and minimizing administrative overhead. For more information, see
Set Access Rights for Variant Management.

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Action Role Access Point

Modeler Workspace Adminis- SAP Signavio Process Collaboration Hub

trator
• A: Preview Folder View/Details Page
• B: Variant Management Center

Clone to create variant (from Yes Yes A, B

template or variant)

Clone to create variant (from No Yes A

any other diagram)

Delete variant Yes Yes A

Create new template Yes Yes A, B

Delete template Yes Yes A

Attach single diagram as var- Yes Yes A

iant

Attach diagrams as variants Yes Yes B

(bulk)

Detach single variant from Yes Yes A, B

template

Detach variants from tem- Yes Yes B

plate (bulk)

Manage values of a single di- Yes Yes A, B

agram

Manage values of a variant No Yes B

group

Manage existing dimensions No Yes B

of variant group

Manage dimensions and val- Yes Yes A, B

ues on diagram level (tem-
plate\variant)

Create new dimension of var- No Yes B

iant group

Unassign dimension from No Yes B

variant group

Related Information

Setting a Diagram as Template [page 80]

Reverting a Diagram's Template Status [page 81]
Cloning a Template, Variant, or Diagram to Create a Variant [page 83]
Attaching Diagrams as Variants to a Template [page 85]
Managing Dimensions for a Template or Variant [page 86]
Detaching a Variant from a Template [page 88]
Detaching All Variants from a Template [page 89]

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11.3 Creating a Template from Variant Management
Create a new template and add variants to form a variant group.

Prerequisites

You are a modeler or you have workspace administrator rights.

Context

From the Variant Management window, you can create a new variant group or just the template of a variant
group.

Procedure

1. On the top-right corner of the Variant Management window, choose Create new template.
2. Browse your folders and choose a process to set as the template. Confirm with Select.

The Set Dimensions and Values window opens.

3. Choose or create dimensions as needed.
4. Choose Add value to add one or more values to a dimension. Confirm selections with Next.
5. (Optional) Choose Browse processes to attach variants to the template.
6. Choose Create template.

The Overview tab of the Variant Management window displays the new template as part of a variant group.

 Example

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Related Information

Managing Variant Group Dimensions and Values [page 99]

11.3.1 Promoting Variant to Template

Learn how to create a new template by promoting a variant to a template.

Prerequisites

• You are a modeler or you have workspace administrator rights.

• You created a diagram template and at least one variant.

Context

From the Variant Management window, you can create a template from an existing diagram. If that diagram is
already a variant of an existing template, you can promote the variant to template. This action does not delete
the existing template, but detaches it from the variant group.

Procedure

1. In Variant Management, select a variant group.

2. Select (More Actions) at the end of a variant's row.

3. Select Promote to template.

 Note

When you promote a variant to template, the existing template is released from the variant group and
reverted to a normal diagram. If needed, you can then attach the former template diagram as a variant
to the new template.

4. (Optional) Under Confirm dimensions and values, choose or create dimensions to the new template as
needed. Add to the values of the existing dimensions as needed.

For more information, see Dimensions and Values.

5. Confirm with Save.

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  Example

11.3.2 Replacing the Template of a Variant Group

Learn how to replace a variant group's template with a diagram not attached to the variant group.

Prerequisites

• You are a modeler or you have workspace administrator rights.

• You created a diagram template and at least one variant.

Procedure

1. In Variant Management, select a variant group.

2. Select (More Actions) at the end of the template's row.

3. Select Replace template.

 Note

When you replace the template, the existing template is released from the variant group and reverted
to a normal diagram. The new template will have the existing variants still attached to it.

4. Select a diagram from a folder to replace the template.

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5. (Optional) Under Confirm dimensions and values, choose or create dimensions to the new template as
needed. Add to the values of the existing dimensions as needed.

For more information, see Dimensions and Values.

6. Confirm with Save.

 Example

11.3.3 Reverting Template to Normal Diagram

Learn how to change a variant group template back to a normal diagram.

Prerequisites

• You are a modeler or you have workspace administrator rights.

• You created a diagram template and at least one variant.

Procedure

1. In Variant Management, select a variant group.

2. Select (More Actions) at the end of the template's row.

3. Select Revert template.

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  Note

When you revert the template, the existing template and its variants are released from the variant
group and reverted to normal diagrams. The diagrams are no longer attached to each other as a variant
group.

4. Enter the name of the template in the Revert template confirmation window and confirm.

 Example

11.4 Managing Variant Group Dimensions and Values

Learn how to manage dimensions and values of a variant group.

Context

Workspace administrators have the authorizations for more managing dimensions actions than modelers. For
more information, see Variant Management Access and Authorizations [page 93].

From the Variant Management center, under the Dimensions and Values tab, you can edit dimensions and
values of one variant or template. It's also possible to edit dimensions and values of multiple diagrams within a
variant group at once.

Dimensions are stored as dictionary categories, and values are stored as dictionary entries.

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  Note

When you choose Manage dimensions from an expanded variant group in the Overview tab, you advance to
the Dimensions and Values tab.

Procedure

1. In Variant Management, open the Dimensions and Values tab, and select a variant group from the
dropdown list.
2. Select at least one diagram from the variant group.

The system displays all the dimensions assigned to the selected diagrams in a separate tab. Dimensions
appear as individual tabs under Manage Dimensions
3. View or edit the values attached to the selected diagrams.

You have the following options:

• Add an existing value from this dimension.

• To create a new value or add a value from the list of existing values, select the Add value button on the
right-hand side of the window.
• To attach a value that's already been added to some of the selected diagrams to all of them, choose

(More Actions) on the right end of a row, then Attach to selected.

• Choose Detach from selected to detach a value from the selected diagrams.
4. Assign additional dimensions by, selecting an existing dimension, or creating a new one.

 Note

You can also create a new dictionary category. When you mark a category for use in variant
management, it is made available for selection as a dimension.

For more information, see Working with the Dictionary and Dimensions and Values.

1. Enter the name of the dimension in the Select or create dimension field on the top right corner of the
Manage Dimensions.window.

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 The system suggests existing dimensions on top of the list, and dictionary entries that haven't been
used in variant management below.
2. If a suggestion fits, select the checkbox. You can select multiple entries.
When you select a dictionary category, the system marks it to be used in variant management. This
means the publishing mode is changed to automatic, enabling automatic updates for linked diagrams.
3. If the dimension you wish to add is not in the suggested entries, create a new dimension with a new
name and select + [Dimension Name] (new).
The system creates the new dimension as a dictionary category and marks it to be used as a
dimension in variant management.
4. To unassign a dimension from the selected diagrams, choose Unassign dimension on the right-hand
side of the Manage Dimensions window.
Corresponding values are also detached.

 Example

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12 Process Model Dashboards

Process Model Dashboards allow SAP Signavio Process Collaboration Hub administrators to analyze their
workspace and process model usage.

 Note

• Process Model Dashboards aren't connected to SAP Signavio Process Intelligence.

• Private folders and deleted items aren't included in the analysis.
• The widgets in each dashboard are predefined. It's not possible to add or remove widgets.

You can apply filters, export data as CSV files, and share dashboards with all users.

Related Information

Filtering, Exporting Data, and Sharing Process Model Dashboards [page 102]
Process Metrics Dashboard [page 104]
Usage Dashboard [page 104]
Available Widgets [page 105]

12.1 Filtering, Exporting Data, and Sharing Process Model

Dashboards

Learn how to access process model dashboards, apply filters, export your data, and share dashboards for all
users.

Prerequisites

You have workspace administrator rights.

Procedure

1. In the SAP Signavio Process Collaboration Hub sidebar, select (Dashboards).

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 2. Choose from the available dashboards:

• Process Model Dashboards

• Usage Management Dashboards

The dashboard opens.

3. (Optional) To apply a filter, choose  (Time) or (Add Filter) in the dashboard header area.

• Choose  (Time) to limit the data results to Last 7 Days, Last 30 Days, Last 90 Days, or a custom time
period.

• Choose (Add Filter) to filter models by Folders & Models, Creators, or Custom Attributes.

•  Note

The Custom Attributes filter:

• Supports combination with other filters.
• Supports multiple languages, single-line text, multi-line text, dictionary links, dates, numbers,
and boolean.
• Does not support: Custom attributes added to tasks and other elements, deleted custom
attributes, and empty custom attributes.

4. (Optional) To export a widget's data as a CSV file, select (Export as CSV) in the widget's top-right
corner.

5. (Optional) To share access to the dashboard, choose (Access: Admins only) from an open dashboard's
header area and confirm in the confirmation window.

 Note

This action unlocks the dashboard access to all users. By default, dashboards have access limited to
administrators.

To restrict the dashboard again, choose (Access: All users) and confirm.

Related Information

Process Model Dashboards [page 102]

Process Metrics Dashboard [page 104]
Usage Dashboard [page 104]
Available Widgets [page 105]

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12.2 Process Metrics Dashboard

The Process Metrics Dashboard provides a detailed analysis of your process model usage.

This dashboard contains the following widgets:

• Total Published Models

• New Models Published
• Top 10 Viewed Models
• Top 10 Models with Open Comments
• Models Created Over Time
• Top 10 Models by Unique Visitors
• Most Recent Models Published
• Views over Time

Related Information

Process Model Dashboards [page 102]

Filtering, Exporting Data, and Sharing Process Model Dashboards [page 102]
Usage Dashboard [page 104]
Available Widgets [page 105]

12.3 Usage Dashboard

The Usage Dashboard provides a detailed analysis of your workspace usage.

This dashboard contains the following widgets:

• Number of Assigned Licenses

• Unique Visitors over Time

Related Information

Process Model Dashboards [page 102]

Filtering, Exporting Data, and Sharing Process Model Dashboards [page 102]
Process Metrics Dashboard [page 104]
Available Widgets [page 105]

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12.4 Available Widgets

Learn about the widgets available in Process Model Dashboards.

Supported Filters

Widget Description Time Folder or Model Owner

Models Created Over Displays the total num- yes yes yes
Time
ber of the models
that were created over
the specified period of
time.

To be included, mod-
els must be in a public
folder, but do not have
to be published.

Most Recent Models Lists the most recent yes yes yes
Published
models which have
been published. All re-
visions are tracked, but
a unique model is in-
cluded only once.

The models are or-

dered by time of pub-
lication, with the most
recent model at the
top.

New Models Published Displays the total num- yes yes yes

ber of the models that

were published for the
first time over the se-
lected time period.

Number of Assigned Displays the ratio of yes no no

Licenses
assigned licenses to
your total number of
licenses. Data is cap-
tured once a day.

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 Supported Filters

Widget Description Time Folder or Model Owner

Top 10 Models by Ranks the most fre- yes yes yes

Unique Visitors
quently visited models,
based on the number
of unique users who
have visited or inter-
acted with them.

If the same user vis-

its a model multiple
times in the same time
period, they are still
counted as one unique
user.

Top 10 Models with Ranks the models yes yes yes

Open Comments
with the most open
comments. Re-opened
comments are treated
as open.

Top 10 Viewed Models Ranks the most fre- yes yes yes

quently viewed models

in Collaboration Hub.

Total Published Models Displays the total num- yes yes yes

ber of published mod-

els in the workspace
(in older or latest revi-
sions).

Unique Visitors over Displays the number yes yes yes

Time
of unique users view-
ing models in Collabo-
ration Hub over the se-
lected period of time.

Views over Time Displays the number yes yes yes

of model views over

the selected period of
time.

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 Supported Filters

Widget Description Time Folder or Model Owner

Publishing Status Over Displays the number yes yes yes

Time
of models in a deter-
mined revision publica-
tion status at a given
time, considering three
possible statuses:

• Unpublished
• Published in an
older revision
• Published in the
latest revision

Related Information

Process Model Dashboards [page 102]

Filtering, Exporting Data, and Sharing Process Model Dashboards [page 102]
Process Metrics Dashboard [page 104]
Usage Dashboard [page 104]

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13 Suite Reports

Suite Reports are comprehensive documents that provide detailed insights and analysis on various aspects
of your business. They are useful for making informed decisions, tracking progress, identifying issues, and
planning future strategies.

 Note

We're making changes to simplify how you generate reports in our suite. For now, you can find SAP Signavio
Process Manager reports in the SAP Signavio Process Manager Explorer and we started adding them also
in SAP Signavio Process Collaboration Hub. Eventually, we'll phase out the reports in SAP SIgnavio Process
Manager Explorer and maintain them exclusively in SAP Signavio Collaboration Hub.

For more information, see Reports in the SAP Signavio Process Manager user guide.

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14 Value Accelerator Library for SAP
Signavio Solutions

The value accelerator library for SAP Signavio solutions, an embedded platform within SAP Signavio Process
Transformation Suite, functions as a central repository for value accelerators.

With the value accelerator library, you can explore available value accelerators, install them in SAP Signavio
Process Intelligence or SAP Signavio Process Manager, and tailor them as per your needs in your workspace.

 Note

Using value accelerators is optional and not part of the business functionality of the products of SAP
Signavio Process Transformation Suite. Value accelerators are subject to change and may be changed,
discontinued, or replaced by SAP at any time for any reason without notice.

Required Licenses to Access Value Accelerator Library

The library is accessible from within SAP Signavio Process Collaboration Hub. For more information, see
Required Licenses and Authorization.

Related Information

Value Accelerator Library for SAP Signavio Solutions

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15 SAP Signavio Process Collaboration Hub
Settings

For workspace administrators: Adapt the design, set up personalized launchpads for different user groups,
group attributes.

 Note

You need an administrator account to use this function.

In (Settings) in the sidebar you can configure the appearance of SAP Signavio Process Collaboration Hub.

You can add your own logo, adapt the color theme of SAP Signavio Process Collaboration Hub, set up
personalized launchpads for different audiences, and manage attribute groups and attribute visibility per
audience.

From Settings, you can also open the SAP Signavio Process Manager user management, read more in section
Manage users and groups.

Settings in SAP Signavio Process Manager

Some settings for SAP Signavio Process Collaboration Hub are accessed from the explorer in SAP Signavio
Process Manager:

• Access rights to content, read more in section Manage access rights.

• Access to QuickModel for additional user groups, read more in section Configure SAP Signavio Process
Collaboration Hub

Related Information

Audience [page 111]

Theme [page 113]
Navigation [page 114]
Comments [page 115]
Attribute Management [page 116]
Page Properties [page 120]
Managing Process Governance Settings [page 124]

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15.1 Audience

For workspace administrators: Manage user groups, known as audiences in SAP Signavio Process
Collaboration Hub.

Audiences are based on the user groups available in a workspace. To be able to add additional audiences, you
first need to add user groups to your workspace. Read more about adding user groups in section Manage users
and groups.

General Audience

Before you add audiences, the settings for the General audience are applied to all users.

The General audience includes all users that aren't members of a specific audience.

Add an Audience

1. Select a user group from the drop-down list of available user groups.
2. Apply your changes with Save.

Duplicate Audience Settings

1. Select the audience from which you want to duplicate the settings and choose (More) and then
Duplicate Audience Settings.
2. Select the target audiences that you want to apply the duplicated settings to.
3. Select the setting categories that you want to apply the duplicated settings to. You can choose all the
categories or just a selection of them. The selected setting categories for the selected target audiences will
be overwritten.
4. Select Duplicate.
5. Apply your changes with Save.

 Note

You can also duplicate settings from the Theme, Navigation, Comments, Attribute visibility, Overlay
visibility, Home page, and Read confirmation tabs.

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Delete an Audience

1. Select (More) and then Delete in the audience that you want to delete.
2. Confirm with Delete in the dialog.
3. Apply your changes with Save.
If the users of the deleted audience aren't members of another audience, settings for General audience are
applied.

Audience Selection in the User Menu

In the user menu, users can view the audiences they belong to and switch between audiences.

By default the General audience can also be selected in the user menu.

When you disable the option Show General audience for a specific audience, users in this audience can no
longer switch to the General audience view.

Users who are members of more than one audience can switch to the General audience if this option is not
disabled for all audiences to which they belong.

For the General Audience itself, this option can't be disabled.

If all users in a workspace are members of audiences, and the option Show General audience is disabled for all
audiences, the General Audience is no longer available in the user menu.

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15.2 Theme

For workspace administrators: Change the color scheme, the logo and the logo link for all users or for user
groups.

 Note

When you don't adapt a setting for a specific audience, the default setting is applied.

In the Theme tab, you can adapt the look of SAP Signavio Process Collaboration Hub for different audiences. All
changes are directly displayed as a preview.

 Note

This section describes all options for this function. Which options are available depends on your license and
the settings made by your workspace administrator.

Basic Settings

Follow these steps:

1. In Audience, select an audience from the drop-down list.

2. In the Header section, you can set the look of the header:
1. Set the header background color.
2. In Logo Link, insert the URL that opens when users click the logo.
• Links inside SAP Signavio Process Collaboration Hub need to start with '/' (for example, /model/
model-id)
• External links need to start with 'http(s)://' (for example,https://example.com)
3. In Color sets, you can select the colors for the user interface.
You can create a custom combination from the pre-defined colors. To ensure good color contrast and
interface accessibility, the colors can't be customized.
4. Apply your changes with Save.

Advanced Settings

Follow these steps:

1. In Audience, select an audience from the drop-down list.

2. In the Header section, you can set the look of the header:
1. Set the header background color. You can select on of the available colors or set custom colors with
HEX or RGB color codes.
2. In Logo, you can upload an image file. The SAP Signavio brand is added to all uploaded logos.
• Accepted file types: PNG, JPG

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 • Ideal size: 360x80 pixels
• Maximum file size: 5 MB
3. In Logo Link, insert the URL that opens when users click the logo.
• Links inside SAP Signavio Process Collaboration Hub need to start with '/' (for example,/model/
model-id)
• External links need to start with 'http(s)://' (for example,https://example.com)
3. In Color sets, you can select the colors for the user interface.
You can create a custom combination from the pre-defined colors. To ensure good color contrast and
interface accessibility, the colors can't be customized.
4. Apply your changes with Save.

15.3 Navigation

For workspace administrators: Enforce process navigation and adjust the look of the side navigation.

 Note

When you don't adapt a setting for a specific audience, the default setting is applied.

In the Navigation tab, you can manage the ways users in your workspace can access content.

Enabling View Options

The following two view options are available for content in SAP Signavio Process Collaboration Hub:

• In Publish, the published versions of items are visible.

• In Preview, all items the user has access to are visible, in their current state. This includes unpublished
modifications and items in draft status.

Modelers who use SAP Signavio Process Collaboration Hub can always switch between two views, Preview and
Publish. For modelers, the view switch can't be disabled.

By default, non-modeling users only have access to Publish view.

When you enable the view switch, you enable all users to switch between Preview and Published view from the
user menu. This means that all users can access both published and unpublished content.

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Side Navigation

Access to "Shared Documents" Folder Structure

 Note

Removing access to the Shared Documents folder hides breadcrumbs navigation. When this access is
removed, users can only navigate via linked diagrams and the process hierarchy.

To remove access to the Shared Documents file tree structure, follow these steps:

1. Select an audience.
2. Disable Allow access to “Shared Documents”....
3. Apply your changes with Save.

Access to the Newsfeed

To remove access to the Newsfeed, follow these steps:

1. Select an audience.
2. Disable Allow access to "Newsfeed" in side navigation.
3. Apply your changes with Save.

Side Navigation Appearance

You can set the side navigation default state and you can change the look of the collapsed side navigation.

Follow these steps:

1. In Audience, select an audience from the drop-down list.

2. Enable or disable Show menu collapsed state as default.
3. Set the side navigation appearance.
4. Apply your changes with Save.

15.4 Comments

For workspace administrators: Disable comments.

 Note

When you don't adapt a setting for a specific audience, the default setting is applied.

In the Comments tab, you can manage the access to comments for certain audiences.

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With this setting, you can hide the comments panel, and any interaction with comments for the selected
audience. Other audiences can still interact with the commenting functions, and existing comments aren't
changed by this function.

Follow these steps:

1. In Audience, select an audience from the drop-down list.

2. Enable or disable Show comments.
3. Apply your changes with Save.

15.5 Attribute Management

For workspace administrators: Create attribute groups, set visibility for specific attributes, and recreate the
diagram overview from Classic SAP Signavio Process Collaboration Hub.

Attribute Groups

In this section, you define how attributes are grouped and displayed across the workspace.

• Before you create any groups, all attributes are listed in Ungrouped attributes. This means that by default
there are no attribute groups in SAP Signavio Process Collaboration Hub. You can manage attribute
visibility in the Attribute visibility section of the settings without creating groups.
• When you create attribute groups, only the attributes added to a group are shown, depending on visibility
settings. This means that attributes listed in Ungrouped attributes are no longer shown.
• Each attribute can only belong to one group. After you move an attribute to a group, the attribute is no
longer listed in Ungrouped attributes.

Add an Attribute Group

To add attributes to a new group, follow these steps:

1. Select a Notation set from the drop-down list.

2. Select New group.
3. Enter a name for the group.
4. To add attributes, select them in the Add Attribute drop-down list. To find an attribute, enter a search term.

5. To reorder an attribute, select and drag the attribute to its new position.
6. Apply your changes with Save.

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Move Attributes Between Groups

To move attributes from one group to another, follow these steps:

1. Select a group to open the attribute list for this group.

2. Select all attributes you want to move. Selected attributes are highlighted.
3. In Send to, choose a group from the drop-down list.
4. To move the attributes to the chosen group, select Move.
5. Apply your changes with Save.

 Note

You can move attributes from Ungrouped attributes to your groups this way.

Preview by Shape

To check if your attribute selection looks as expected when groups and attributes are sorted by shape, select
Preview by shape.

Delete an Attribute Group

1. Select (Delete) in the group you want to delete.

2. Confirm with Delete in the dialog. The group's attributes are moved to Ungrouped attributes.
3. Apply your changes with Save.

Recreate the Diagram Overview from Classic SAP Signavio Process

Collaboration Hub

In the classic version of SAP Signavio Process Collaboration Hub, detailed diagram information was calculated
automatically and shown in diagram overviews.

If you want to show the same information in the diagram overview, add the following attributes to an attribute
group:

Attribute Name Attribute Type BPMN Value Chain DMN

Activities Text x

Input/Output Docu- Text or Dictionary list x

ments

Dictionary items Dictionary list x x x

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Attribute Name Attribute Type BPMN Value Chain DMN

IT Systems Dictionary list x

Linked diagrams Model link list x x x

Linked documents File list x

Linking diagrams Model link list x x x

Parent processes Model link list x x

Process result Text x

Roles Text x

Process Level Text x x

Process Trigger Text x

Which attributes are shown in the overview depends on the notation.

15.5.1 Manage Attribute Visibility

For workspace administrators: Adapt the elements of the launchpad for specific user groups.

In the Attribute visibility section, you can set which attributes are visible for an audience.

The following options are available:

Visible Always shown.

Visible if set Visible if a value is assigned for the attribute. This is the default setting.

Invisible Never shown.

Header Attributes

You can select the attributes that are shown for each audience at the top of the diagram page. The following
attributes are available:

• Process level
The process level can be counted from level 1 or level 0. When you disable this attribute, your users won’t
see the process level pyramid.
• Revision number
• Last updated/published
• Last author

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Diagram and Element Attributes

You can select which attributes are shown to an audience. The attributes visibility of dictionary entries is set
per dictionary category.

Follow these steps:

1. Select an audience.
2. Select a notation set.
3. Select a level. You can choose between diagram attributes or element attributes.
4. If you use attribute groups, select an attribute group.
5. Enable or disable Show group to show or hide the complete attribute group.
6. When you have enabled Show group, you can set the visibility of each attribute.
• For new groups, the default setting is Invisible.
• Groups from classic SAP Signavio Process Collaboration Hub keep their visibility settings.
• Visible if set shows the attribute when the attribute has a value.
7. Apply your changes with Save.

15.5.2 Manage Overlays Visibility

For workspace administrators: Adjust the meta data shown in the diagram headers, create attribute groups,
set visibility for specific attributes, and recreate the diagram overview from Classic SAP Signavio Process
Collaboration Hub.

With attribute overlays, also called attribute visualization layers, modelers can display attributes directly on the
diagram.

Attribute overlays are available for the following diagram types:

• BPMN diagrams
• Value chain diagrams
• ArchiMate diagrams
• Organization charts

In this section, you can set which attribute visualizations should be visible by default.

 Note

When you don't adapt a setting for a specific audience, the default setting is applied.

Follow these steps:

1. Select an Audience.
2. Set the visibility option for each overlay.
3. Apply your changes with Save.

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Visibility Options

The following options are available:

Visible and Selected by default in the overlay menu and shown on the diagram. Can be manually
active hidden by the user.

Visible Not shown by default. Users can show this overlay by selecting it the overlay menu. This is
the default setting.

Hidden Not shown. Users can't show this overlay from the overlay menu.

Related Settings in SAP Signavio Process Manager

Manage attribute overlays

15.6 Page Properties

For workspace administrators: Enable embedding of SAP Signavio Process Collaboration Hub in other systems.

 Note

When you don't adapt a setting for a specific audience, the default setting is applied.

General

SAP Signavio Process Collaboration Hub diagrams can be embedded in third-party systems. Use this setting to
enable embedded mode. By default, embedded mode is disabled.

Additional settings in SAP Signavio Process Manager might be necessary, see section Embedding SAP
Signavio Process Collaboration Hub Content via an iframe.

Related Information

Manage Home Page [page 121]

Manage Diagram Page [page 122]
Add Monitoring Widgets from SAP Signavio Process Intelligence [page 123]

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15.6.1 Manage Home Page

For workspace administrators: Adapt the elements of the launchpad for specific user groups.

 Note

When you don't adapt a setting for a specific audience, the default setting is applied.

In the Home Page settings, you can adapt the look of the launchpad for different audiences. The elements you
can change or reorder are listed.

• To remove a section from the launchpad for an audience, disable Show on Home.

• To change the location of a section on the launchpad, select and drag the section to its new location.
• Open additional settings by selecting the element.

You can save changes for single elements or save all changes before you leave this section.

Home Page Header

Create Button

When you enable Allow users with editing permissions a quick access for creation of new items, modeling users
find a create button for new content on the home page.

By default, this setting is enabled.

If this option is disabled, the Create button is only displayed in the following places:

• On the overview page of Shared Documents

• On every folder page

Title and Welcome Message

The title is displayed as the headline of the SAP Signavio Process Collaboration Hub Home page. If you don't
set a title, "Welcome to SAP Signavio Process Collaboration Hub" is displayed.

The welcome message is displayed below the title. By default, there is no welcome message.

You can add translations for the title and the welcome message. Which language is visible for the user depends
on the content language for the workspace. If no translation is available, the default language of the workspace
is used.

 Note

• The language set in the user profile doesn't define the language for the title and the welcome message.
• The default language for the workspace is set in SAP Signavio Process Manager.

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Entry Diagram

Here you can add a diagram to the home page.

 Note

Use a published diagram as an entry diagram. If you use an unpublished diagram, users get an error
message.

To add an entry diagram for an audience, follow these steps:

1. To add a diagram, select Browse.

The diagram file tree structure opens.
2. Select the diagram you want to add and confirm with Select.
3. Apply your changes with Save.

Recently Visited

There are no additional settings for Recently Visited.

Favorites

There are no additional settings for Favorites.

Related Information

Add Monitoring Widgets from SAP Signavio Process Intelligence [page 123]

15.6.2 Manage Diagram Page

For workspace administrators: Adapt the elements of diagram pages for specific user groups. Set up featured
attributes.

You can change the order of elements that are displayed on a diagram page.

The available settings depend on the selected notation set.

To adjust the elements for a diagram page, follow these steps:

1. Select a Notation set.

2. To change the location of a section on diagram pages, select and drag the section to its new location.

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 3. To remove an element from diagram pages, disable Show on page. This setting is not available for all
elements.
4. Apply your changes with Save.

Featured Attributes

You can select one attribute group per notation set as Featured Attributes.

Prerequisites

You need to have at least one attribute group. For details, see section Attribute Management [page 116].

To add a Featured Attributes section, follow these steps:

1. Select a Notation set.

2. Select an Attribute group in the drop-down list.
3. Enable Show on page. By default, Featured Attributes aren't shown.
4. Apply your changes with Save.

15.6.3 Add Monitoring Widgets from SAP Signavio Process

Intelligence

For workspace administrators: Add widgets from SAP Signavio Process Intelligence to the launchpad for
specific user groups.

When you create an investigation in SAP Signavio Process Intelligence, you configure widgets to analyze
specific process aspects. In this section, you can add widgets to the launchpad that are visible for the general
audience or for specific audiences.

You can read more about investigations in the SAP Signavio Process Intelligence user guide section Process
analysis and mining.

 Note

• To view the widgets on Home, access for the user groups needs to be set in SAP Signavio Process
Intelligence.
• You need the widget ID to add a widget to the launchpad. See section Displaying Widgets in Other SAP
Signavio Applications in the SAP Signavio Process Intelligence user guide.

To add widgets for an audience, follow these steps:

1. Open the Monitoring Widgets details.

2. Add the widget ID.
3. Apply your changes with Save.
The widget is now visible for the selected audience.

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15.7 Managing Process Governance Settings

For workspace administrators: Adjust the meta data shown in the diagram headers, create attribute groups,
set visibility for specific attributes, and recreate the diagram overview from Classic SAP Signavio Process
Collaboration Hub.

You can enable or disable read confirmations in this section. By default, read confirmations are disabled for all
audiences.

 Note

When you don't adapt a setting for a specific audience, the default setting is applied.

 Note

Read confirmations can only be used for information purposes. Changes to a read confirmation are not
tracked.

To enable read confirmations, follow these steps:

1. Select an Audience.
2. Enable read confirmations.
3. Apply your changes with Save.

Access Rights for Read Confirmations

Access to the feature depends on the access rights and licenses assigned to the user.

Access Right Details

Hub (H) With H only, users can receive read confirmations. Users see
the Read state indicator for their own read confirmations
only.

Read (R) With H and R, users can receive read confirmations. Users
see the Read state indicator for their own read confirmations
only.

Write (W) With H, R, W, and an additional license for SAP Signavio

Process Governance, users can send and receive read confir-
mations. Users see the full list of recipients when they click
the Read state indicator.

Publish (P) With H, R, W, P, and an additional license for SAP Signavio

Process Governance, users can send and receive read confir-
mations. Users see the full list of recipients when they click
the Read state indicator.

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Related Information

Manage access rights

15.7.1 Settings for Diagram Approvals

How to access comments, how to reply, how comments for single elements are displayed.

 Note

If you have used approval workflows in SAP Signavio Process Manager, no additional settings are necessary
to use them in SAP Signavio Process Collaboration Hub.

Approval workflows make sure that diagrams have been approved by a list of users before they are published.
The function can be accessed in SAP Signavio Process Collaboration Hub and in SAP Signavio Process
Manager.

The following setup is necessary to use this function before you can work with approval workflows in your
workspace.

Settings in SAP Signavio Process Governance

You can define approval workflows in SAP Signavio Process Governance. To define approval workflows, you
need to purchase licenses for SAP Signavio Process Governance in addition to your SAP Signavio Process
Manager licenses.

Settings in SAP Signavio Process Manager

The following settings are necessary to work with approval workflows:

• Activate the function, for instructions see section Activate the approval workflow feature
• Define the diagram states that should be set by the approval workflow, for instructions see section
Diagram states
• To effectively use approval workflows, we recommend restricting permission to publish diagrams, for
instructions see section Set access rights for folders and diagrams

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15.7.2 Settings for Process Rating

Process rating allows your audience to rate your process based on how much they agree with a set of criteria.
You can choose which rating criteria are used.

 Note

Access to this feature depends on your license. For more information, contact your workspace
administrator.

For information on how to enable and configure process rating, see section .

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Important Disclaimers and Legal Information PUBLIC 127
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