Professional Documents
Culture Documents
Table of Contents
Introduction ....................................................................................................................................3
Downloading the Data Files ..........................................................................................................3
Introduction to Systems Thinking and Process Mapping ..........................................................3
Process Mapping .........................................................................................................................3
Procedure of Process Mapping ...............................................................................................3
Process Mapping Using Visio........................................................................................................4
Starting Visio ..............................................................................................................................4
Overview of the User Interface ...................................................................................................4
Using Page Setup ............................................................................................................................7
Using the Print Setup Tab ...........................................................................................................7
Using the Page Size Tab .............................................................................................................7
Using Basic Drawing Skills ...........................................................................................................8
Adding Shapes to Drawings ........................................................................................................8
Saving New Drawings ................................................................................................................9
Adding and Deleting Pages .......................................................................................................10
Working with Shapes...................................................................................................................10
Selecting Shapes........................................................................................................................11
Moving Shapes ..........................................................................................................................11
Resizing Shapes ........................................................................................................................12
Rotating Shapes.........................................................................................................................12
Copying and Pasting Shapes .....................................................................................................12
Deleting Shapes.........................................................................................................................12
Working with Text .......................................................................................................................13
Adding Text to Shapes ..............................................................................................................13
Adding Text to Pages ................................................................................................................13
Connecting Shapes .......................................................................................................................14
Using the Connector Tool .........................................................................................................14
Using AutoConnect ...................................................................................................................15
Grouping Shapes ..........................................................................................................................17
Grouping and Ungrouping Shapes ............................................................................................17
Adding Shapes to Groups .........................................................................................................18
Removing Shapes from Groups ................................................................................................18
Process Mapping
Process mapping is a workflow diagram used to bring forth a clearer understanding of a process
or a series of parallel processes (see Figure 1). A process map is also called a cross-functional
flowchart or deployment chart. It visually depicts the sequence of events to build a product or
produce an outcome. It is a visual representation of a process that illustrates:
What activities are completed by whom and in what sequence.
Hand-offs between departments or individuals.
Internal and external operational boundaries (swim lanes).
Clear starting and stopping points.
Starting Visio
There are multiple ways to start Visio. You can start Visio 2010 from the Start menu (in
Windows 7), or by opening an existing Visio file.
Category Purpose
Business To show business processes using auditing diagrams, brainstorming diagrams,
cause and effect diagrams, organization charts, etc.
Engineering To create basic electrical diagrams, circuits and logic diagrams, fluid power
diagrams, industrial control systems diagrams, part and assembly drawings,
etc.
Flowchart To create basic flowcharts, cross-functional flowcharts, work flow diagrams,
etc.
General To create basic diagrams and block diagrams.
Maps and To create two-dimensional or three-dimensional directional maps, floor plans,
Floor Plans home plans, office layouts, space plans, etc.
Network To create Active Directory diagrams, basic and detailed network diagrams,
rack diagrams, etc.
Schedule To track project details with calendars, timelines, Gantt charts, and PERT
charts.
Software and To create conceptual diagrams of websites, data flow diagrams, database
Database model diagrams, website maps, etc.
Element Description
Title bar Displays the name of the drawing and the program. The Minimize, Restore
Down/Maximize, and Close buttons at the right end of the Title bar are used to
control the program window.
Quick Access Contains frequently used commands that are independent of the tab displayed
toolbar on the Ribbon.
Ribbon Consists of a set of tabs, each of which contains groups of related commands.
The Home tab contains commands that are used most often; the other tabs
contain commands that are used for special purposes.
Shapes pane Contains one or more stencils, each represented by a title bar containing the
name of the stencil. Stencils hold collections of shapes. Click a stencil’s title
bar to see the shapes in that stencil.
Drawing Displays all or part of the current drawing page. The page controls located at
window the bottom of the drawing window can be used to navigate from one page to
another within the drawing.
Status bar Contains tools to help you move more efficiently within and between your
diagrams.
4. In the right pane, select the US Units option, and then click the Create button. The
drawing page displays.
5. In the Shapes pane, select the Basic Shapes (US units) stencil, if necessary.
6. Drag the Square shape from the stencil onto the drawing page (see Figure 7).
You can select multiple shapes by holding down the Shift key while clicking additional shapes.
To select all the shapes on the drawing page, press the Ctrl+A key combination. When you select
multiple shapes, a blue selection box with handles appears around the shapes and magenta lines
appear around the individual shapes (see Figure 9).
Moving Shapes
You can move a shape in a Visio drawing by dragging the shape to the desired position. To
constrain the movement of the shape to vertical or horizontal, hold down the Shift key while you
drag the shape. The arrow keys on the keyboard allow you to move a shape in small increments.
To move a shape:
1. Drag the Triangle shape to a position approximately one inch above the Square
shape .
2. Hold down the Shift key and drag the Triangle shape horizontally one inch to the left.
3. Press the Down Arrow and Right Arrow keys as necessary to position the Triangle
shape on top of the Square shape.
4. Click in a blank area of the drawing page to deselect the shape.
NOTE: The width and height of a selected shape appear on the Status bar at the bottom of the program
window. This information is useful if you need to resize a shape to a specific size.
To resize a shape:
1. Click the Star shape to select it.
2. Drag one of the corner handles until the Star shape is approximately 1/2 inch high by
1/2 inch wide.
3. Click in a blank area of the drawing page to deselect the shape.
Rotating Shapes
You can use the rotation handle on a selected shape to rotate it. When you point to the rotation
handle, the mouse pointer changes to a curved arrow .
NOTE: The rotation angle of a selected shape appears on the Status bar at the bottom of the program
window. This information is useful if you need to rotate several shapes to the same angle.
To rotate a shape:
1. Click the Triangle shape to select it.
2. Drag the rotation handle to the left until a 45 degree angle is reached.
3. Click in a blank area of the drawing page to deselect the shape.
Deleting Shapes
To delete a shape, it must first be selected. Shapes can be deleted one at a time or several at once.
If a shape is selected, the entire shape and any text contained within the shape will be deleted.
However, if only the text within a shape is selected, then only the selected text will be deleted.
To delete a shape:
1. Click the Star shape to select it.
2. Press the Delete key.
Connecting Shapes
In Visio, connectors are used to connect shapes to each other (see Figure 12). Connectors can be
lines, arcs, arrows, hubs, cables, etc. These are used to reflect items such as a path in a process, a
relationship between shapes, or a hierarchy. Connectors can be created using the Connector tool
or AutoConnect.
Using AutoConnect
The quickest way to add and glue a connector to two shapes is to use AutoConnect. It allows you
to connect shapes as you drag them from a stencil onto the drawing page or to connect shapes
that are already on the page. AutoConnect can be used to create a point-to-point or shape-to-
shape connection between two shapes.
To group shapes:
1. Open the group.vsd file.
2. On the Home tab of the Ribbon, in the Tools group, click the Pointer Tool button .
3. In the upper-left area of the drawing page, hold down the Shift key and click to select the
Room shape, the round table and six chairs of the Mutli-chair round table shape, and
the three Small plant shapes (see Figure 17).
4. On the Home tab of the Ribbon, in the Arrange group, click the Group button ,
and then click Group on the menu.
5. Drag the group to a new location on the page. Notice that all the shapes in the group
move together.
To ungroup shapes:
1. In the lower-right area of the drawing page, click to select the group consisting of four
Corner surface shapes (see Figure 17).
2. On the Home tab of the Ribbon, in the Arrange group, click the Group button ,
and then click Ungroup on the menu. Each Corner surface shapes can now be moved
individually.
3. Click in a blank area of the drawing page to deselect the shapes.
Printing Drawings
Visio allows you to print the entire drawing or just a part of the drawing. Before printing a
drawing, you can preview it to see how each page will look when printed.
Previewing Drawings
The best way to save time and paper is to preview how a drawing will print before you actually
print it.
To preview a drawing:
1. Open the party2.vsd file.
2. Click the File tab on the Ribbon, click Print in the left pane, and then click Print
Preview in the right pane. The Print Preview window opens (see Figure 18).
3. On the Print Preview tab, in the Preview group, do the following:
Click the Next Tile button to preview the next page.
Click the Previous Tile button to preview the previous page.
4. On the Print Preview tab, in the Close group, click the Close Print Preview button .
Closing Drawings
When you finish working on a drawing, you should close the file. If the drawing contains any
unsaved changes, you will be prompted to save the file before closing it.
To close a drawing:
1. Click the File tab on the Ribbon, and then click Close in the left pane.
Getting Help
You can use the Visio Help system to get assistance on any Visio topic or task. This system is a
combination of tools and files that were stored on your computer when Visio 2010 was installed.
If your computer is connected to the Internet, you can also access resources from Office.com.
NOTE: You can also click the Help button in the lower-left corner of an open dialog box to
display topics related to the functions of that dialog box in the Visio Help window.
2. Click any topic to display the corresponding information.
3. To find help on a specific topic, type a word or phrase related to the topic in the Search
box, and then press the Enter key. The search results display in the window.
4. To switch between online and offline help, click the button in the lower-right corner of
the window to display the Connection Status menu, and then click Show content from
Office.com or Show content only from this computer (see Figure 20).
5. To close the Visio Help window, click the Close button in the upper-right corner of
the window.