Opening the step notebook

To define a new step:

  1. Define a process.

  2. Right-click the process and click Open. The Process Modeler opens.

  3. Click a step icon in the left pane of the Process Modeler. To view descriptions of the step icons, select View > Legend.

  4. After you click an icon in the left pane, select a step subtype (if applicable). Then, move your mouse into the Process Modeler and click. Finally, right-click the step and click Properties.

To edit an existing step within the Process Modeler, click a process and click Open. The Process Modeler opens. Right-click the step and click Properties.

To edit an existing step outside of the process modeler, click a process in the Warehouse tree view. A list of objects that are contained in the process is displayed in the right frame. Right-click a step and select Properties.