Creating ‘Inquiry-handling system’ for Free ; Basic 5

Let's understand the basic functions of the Inquiry form we have created so far.

Hi, there!

 

Throughout Basic 1 through 4, we have created a really simple Inquiry form, published it on the Web, and confirm reception of the aforementioned inquiry through it.

 

  • [Basic 1,2] Published the Inquiry form which can input minimal information.
  • [Basic 3] Added a mechanism to obtain agreement to the Privacy Policy onto the Inquiry form that was created on Basic 1 and 2.
  • [Basic 4] Added a mechanism to attach files onto the Inquiry form that was created on Basic 1 to 3.

 

In the articles so far, I did not mention much about the functions of Questetra BPM Suite, which are the base of the inquiry form. That was because, first of all, I wanted you to experience how easy it is to create an inquiry form following the procedure.

 

I suppose you are used to making inquiry forms with Questetra BPM Suite by now. In this article, I am going to explain the functions of Questetra BPM Suite briefly.

==Things that I explain in this article==

 

In the articles of Basic 1 to 4, some concepts that may sound unfamiliar came up.

 

  • Process Model
  • Process Diagram
  • Process Data Item

 

Each of them has the term “Process” in them.

 

“Process” as used herein refers to a “Business process”, which is “work required to achieve the objective, and clarified the order and responsibilities“.

 

It may have sounded like it is something difficult when you heard “Business process”, but I think it is enough if you understand that it clarifies the order in addition to the division of roles when doing something.

 

I will explain how the Process Model, Process Diagram, Process Data Item related to this “Business process” associate with the inquiry form created in the articles so far.

 

==It is better to call it an app! “Process Model”==

 

Currently, I am writing a series of articles titled “To create an Inquiry-handling system for free”, and keeping in mind that this “inquiry-handling system” corresponds to a “Process Model”, should be easier for you to understand.

 

In Questetra BPM Suite, a variety of systems are made by creating various Process Models”. (I should better call them “Apps” rather than systems.)

 

Here are some examples.

  • “Inquiry-handling” Process Model → Inquiry-handling system
  • “Out-of-pocket Expense Reimbursement” Process Model → Out-of-pocket Expense Reimbursement system
  • “Order-delivery” Process Model → Order-delivery system
  • “Reservation reception” Process Model → Reservation reception system

 

When you want to make a some kind of system in Questetra BPM Suite, it will start by the creation of a “Process Model”.

 

A process model is completed by the setting of the following three “Process Diagram”, “Person in charge of processing” and “Process Data Items”. I will explain about “Process Diagram” and “Process Data Items” in this article. Regarding “Person in charge of processing”, I will explain when it becomes necessary.

 

==”Process Diagram” expressing division of roles and its order in a picture==

 

I explained that a Process is which “work is required to achieve the objective, and what clarified its order and responsibility“. And a “Process Diagram” is in which the work, the order and the person in charge are represented in a “drawing (figure)”.

 

I drew a Process Diagram like the following figure in the articles of Basic 1 to 4, which corresponds to the flow that ends when accepting inquiries.

 

inquiry-step5-process-diagram

 

At this time, we have created a Process Diagram using only parts 1 and 2 shown below, since it is a simple flow.

 

  1. Accepting inquiries in the Inquiry form
  2. End

 

In the future, we will develop it to an “inquiry-handling system” with more functions. In that case we will use more parts. I will explain the roles, etc. Of each of these parts, when we use it.

 

==”Process Data Item”, container of data==

 

In the inquiry form created in the articles Basic 1 through 4, we made it capable of entering the following items.

 

  • Name of inquirer/li>
  • Contents of inquiry
  • Phone number (Destination of reply)
  • Reference file
  • (Agreement to) Privacy Policy

 

A Process Data Item is a container of data to be handled in the Process Model. By preparing Process Data Items appropriately, you will be able to enter data.

 

For a Process Data Item, a “data type” has to be set in addition to its name. In the case of the above Process Data Items, we set the “data types” as follows.

 

  • Name of inquirer → String
  • Contents of inquiry → String
  • Phone number (Destination of reply) → String
  • Reference file → File
  • (Agreement to) Privacy Policy → Select

 

On a Process Data Item, we need to decide which data type it is, such as String, Numeric, Date, File, or Select … and so on.

 
inquiry-step5-process-data-settings

 

In addition, it is necessary to set how the created Process Data Items are to be handled in each part in the Process Diagram. On the Inquiry form, you have to set whether you want to be able to enter data into the prepared Process Data Items or not.

 

By double clicking on the part representing the Inquiry form in the Process Diagram, which is a round icon labeled FORM in the lower right hand side, its property screen will be displayed. A list of added Process Data Items will be displayed on the screen. For each Process Data Item, select “Editable” or “No display”.

 

inquiry-step5-process-data-editable-settings

 

If “Editable” is specified, the Process Data Item will be enabled to enter data on the Inquiry form. If “No display” is specified, the Process Data Item will not be displayed on the Inquiry form.

 

◇◇

 

I have briefly explained the functions of Questetra BPM Suite which I have used in Basic 1 through 4. In the future, we will add more features to the Inquiry form to make it more powerful.

 

That’s it for today!


Reference

 

About YAHAGI Hajime

幸せを生み出すITを追求するクエステトラの一味です。 国産の BPM ソフト Questetra BPM Suite で日本・世界を幸せにしたい。
View all posts by YAHAGI Hajime

Recommendations
Prev article - 55. Improvement Tips Creating 'Inquiry-handling system' for Free ; Basic 4
Next article - 55. Improvement Tips Creating 'Inquiry-handling system' for Free ; Basic 6
Another article - YAHAGI Hajime How to Increase Reliability of IT Department

Archive

 RSS