Let's use the following example to illustrate how collaboration works in a real-life process scenario.
Assume that Andrea works in the administrative department of her company. She has been working on the Travel Request process, which involves employee activities to manage a request for a flight ticket, a currency advance and a hotel reservation.
She needs to share her model to collaborate with team member Mark, allowing him to review the model and suggest any improvements.
To share her model, she needs to have purchased one Editor subscription for herself as a Workgroup owner, and at least one Editor subscription for Mark.
1. Andrea shares her model for Mark.
2. Andrea and Mark can now both open the model in Bizagi Modeler and work concurrently on it.
They can communicate with each other by entering messages in the Comments window found on the right of the screen.
Messages are displayed in real-time; hence, as soon as either party types a comment and clicks the Enter button, the comment will be instantaneously displayed.
Messages are displayed both on Bizagi Cloud Website and in Bizagi Modeler.
Comments in Bizagi Modeler work very similarly to Twitter.
Comments in Bizagi Cloud website are loaded in real time when the Comments panel is opened.
3. Andrea asks Mark to help her with the Expenses report diagram. They can both view the Expense report diagram simultaneously and thereafter discuss it.
Mark reviews the diagram. He comments, at Diagram level, that all the activities of the Administrative Manager are missing and stipulates that he will make the changes.
4. The diagrams can only be edited through Bizagi Modeler, thus, Mark clicks on the Edit in Bizagi Modeler button. This button will launch Bizagi Modeler application.
By default all diagrams are read-only. To change or update a diagram it is necessary to click Check Out, located in the Bizagi Cloud group on the Home tab.
In the given example, this feature enables Mark to perform any changes on the diagram; however, for Andrea and other users the diagram will be locked.
5. Once Mark has completed his changes he clicks on the Check In button, located in the Bizagi Cloud group on the Home tab.
6. Andrea receives a notification informing there has been a change in the Expense report diagram.
7. Andrea reviews the model and notes the last activity should have some additional changes. Consequently, she adds a comment in the Policies ok? gateway and clicks on the gateway in order to open the comments panel for this shape.
8. Mark reviews Andrea's latest comment. Either Mark or Andrea can make the change in Bizagi Modeler. Whoever makes the change will lock the diagram, using the Check In feature.