WorkPad 4 Quick Start

www.businessoptix.com

WorkPad 4 Quick Start

Business Optix brings the rigor and discipline of business modelling and design into focus for the business user

It is ideal for managing and communicating business best practice, standards, policies and procedures

WorkPad is the Business Optix authoring tool

This Quick Start will show you just how simple WorkPad is to use

Table of ContentsThe WorkPad application

The Welcome page

Libraries

Opening an existing Model

Creating a New Model

Model Pages and Views

Sidebars and Notes Area

The Ribbon

Editing in Text View

Editing in Diagram View

Property Types

WorkPad Online License Activation

Working Online

Corporate Libraries

The Welcome page

The Welcome page is a live web page, giving you quick access to the latest online Help and Documentation Downloads Demosand Business Optix Support.

If you are not connected to the internet, all links on the page will be disabled.

At the left are buttons for creating a New Model, and to Open an existing Model.

Alongside the Welcome tab are the Libraries and Recent Models tabs.

NOTE: The area at the top of the main WorkPad window shows the familiar Office-style ribbon.

NOTE: The area at the top of the main WorkPad window shows the familiar Office-style ribbon.

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Libraries

The Libraries page is where you go to connect to a library.

You may have several different libraries available, in which case select the one you want to work with using the Library dropdown.

You can Work Online or Offline: in either case, you are still connected to a library. The library controls the types of model and output styles available, as well as the Samples you can explore.

NOTE:

WorkPad licensing requires connection (to any library) at least every 28 days, after which you will see this dialog when you start WorkPad.

NOTE:

WorkPad licensing requires connection (to any library) at least every 28 days, after which you will see this dialog when you start WorkPad.

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Opening an existing Model

The Samples panel lists example Business Optix models (different libraries may show different lists): just click on one to open it.

You can also browse for and open an existing model, using the Open button on the Start Page, the Home ribbon, or the Application menu.

Or select any of your Recent Models, shown both on the Start Page and on the Application menu.

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Creating a New Model

You can start building a new model by clicking on the New Model button on the Start Page, the Home ribbon, or the Application menu.

WorkPad will ask you what type of model you want to create, using the New Model dialog.

The types of model available will depend on which library you are connected to (the example shows the standard set available in the Business Optix library).

To start creating a new process, select the Process icon and press OK (or just double-click on the Process icon).

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Model Pages and Views

You can have any number of models open at a time, and switch between them (and the Start Page) by clicking the appropriate page tab.

You can switch between Text and Diagram view, using the buttons on the Model ribbon or the Status bar.

WorkPad will remember your preferred view.

NOTE:

All standard models support both Text and Diagram view, but some libraries may offer models that only support Text view.

NOTE:

All standard models support both Text and Diagram view, but some libraries may offer models that only support Text view.

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Sidebars and Notes

The Model Explorer contains a collapsible Table of Contents, and an alphabetic Index, of all the components of the model.

It also holds a list of Stakeholders and the model’s Change History.

The Properties Inspector allows further detail to be entered against each component. Each type of component has its own set of property trays.

The Notes area has separate pages for property Guidance Notes, component Comments, and any Verification Issues with the current model.

NOTE:

You can show or hide the Notes area using the Show/Hide Notes button on the Status bar, and the sidebars using the Sidebars ribbon buttons.

You can resize the sidebars by dragging their edges. You can also drag them to new positions (such as a separate monitor) by dragging their title bar.

NOTE:

You can show or hide the Notes area using the Show/Hide Notes button on the Status bar, and the sidebars using the Sidebars ribbon buttons.

You can resize the sidebars by dragging their edges. You can also drag them to new positions (such as a separate monitor) by dragging their title bar.

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The Ribbon

The Home ribbon provides the standard Windows Clipboard, File and Editing commands.

Model offers a set of Insert tools (which vary from one type of model to another) for adding new components to a model, along with the View and Sidebars commands.

Output is where you’ll find the Outputs and Styles commands used for generating documentation from your models.

Review provides Proofing, Comments and Compare commands typically used in model review and approval cycles.

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Editing in Text View

You add components to a model in Text view by clicking on the relevant Insert tool on the Model ribbon.

You can edit the properties of the component as required. The most important properties are shown in the main text area.

Further detail may be added using the Properties Inspector.

You can delete a component by right-clicking on its entry in the Table of Contents, and selecting Delete.

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Editing in Diagram View

To add a component in Diagram view, click first on the tool and then on the diagram, where you want the component to be added.

To place a Link, click 1.on the component you want to link FROM2.on the link tool3.on the component you want to link TO

You can move components by selecting them and dragging them, or using the cursor keys (use the Ctrl key to move a pixel at a time).

You can also•resize them by dragging their edges (if resizable)•edit their labels by double-clicking on them•adjust them using the right-click menu

NOTE:

The Align and Distribute commands use the FIRST item you selected as their base.

NOTE:

The Align and Distribute commands use the FIRST item you selected as their base.

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Property Types

Most WorkPad properties are standard text, check boxes or drop-downs, but WorkPad also uses the following special types:•Lookups let you select an existing component from a drop-down list, or type the name of a new component•Lookup lists allow multiple lookups, using a lookup dialog (click the + symbol to open the dialog)•Links allow one or (depending on the property) more hyperlinks to be entered (click the link symbol to open the dialog)•Rich text editors allow text formatting, as well as the inclusion of images and tables

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NOTE: Not all lookup lists allow new names to be added.

NOTE: Not all lookup lists allow new names to be added.

NOTE: When working online, you can select documents, images and models from a library.

NOTE: When working online, you can select documents, images and models from a library.

License Activation

Corporate user licenses are controlled from the relevant corporate library.

Individual user licenses are controlled from the standard Business Optix library.

Trial users (anyone without a library account) cannot connect to a library, and so are restricted to 28 days use.

After 28 days without connecting to a library, you will no longer be able to create or open models (though you will still be able to Work Online to re-activate your license).

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Working Online

When you Work Online, WorkPad downloads any new configuration files and then shows the contents of your selected Library.

The Business Optix library shows only your private My Work area, which allows you to store files online. Right-click on any entry to see the available options, or just double-click on a file to open it.

Corporate libraries offer additional features.

NOTE:

If you open a file from a library, you can continue working on it even if you go offline.

The next time you go online, any changes you have made will be uploaded to the library automatically.

NOTE:

If you open a file from a library, you can continue working on it even if you go offline.

The next time you go online, any changes you have made will be uploaded to the library automatically.

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Corporate Libraries

Corporate Libraries contain additional (to My Work) areas.

The Shared area lets multiple authors work together. Every time you save a model here, a new version is created. You can prevent other users from editing a version by ‘checking it out’ (checked out versions are shown with a padlock).

The Stakeholders area is used to hold generated outputs for public use.

The Workflow area (if available) provides access to in-flight workflows.

NOTE:

If you are a corporate user, your system administrator should have given you a Settings.xbp file.

Opening this from within WorkPad will add the corporate library to your Library dropdown.

NOTE:

If you are a corporate user, your system administrator should have given you a Settings.xbp file.

Opening this from within WorkPad will add the corporate library to your Library dropdown.

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