Microsoft Visio 2013. Microsoft Office Visio is designed with numerous flow charts, drawing tools, templates and maps. It offers multiple formatting methods and ways to edit diagrams for a professional look. With Microsoft Visio, users can collect, draw and use dynamic data. It is made in a way that lets multiple users simultaneously work on a. Visio 2013 The first thing you'll notice when starting Microsoft Office 2013 is it's clean, refreshing and coherent look across all supported platforms including desktop, smartphones and tablets.
In this exercise, you will create a diagram of swimlane same process. By doing this, you will organize the stages of work in lanes based on role to make responsibilities clear.
Note
SET UP Click the File tab, and then click New. Click Flowchart in the Suggested Searches list. Then follow the steps.
- Double-click the Cross-functional Flowchart thumbnail. The orientation selection dialog box opens.
Tip
If you have previously selected a default orientation, this dialog box will not appear again. However, you can still change both the orientation of a single diagram and the default for future diagrams. On the Cross-Functional Flowchart tab, in the Arrange group, click the Orientation button and make your selection.
- Click OK to accept the Horizontal layout option. The CFF add-in places a title band and two swimlanes onto the drawing page.
- On the Cross-Functional Flowchart tab, in the Insert group, click the Swimlane button to add another lane to your diagram.
Tip
There are three other ways to add swimlanes, each of which is useful at various times:
- Right-click the header of an existing lane, and Visio offers you a choice of adding a new swimlane above or below the one you’ve selected.
- Drag a Swimlane shape from the stencil and drop it on top of an existing lane.
- Point to the boundary between lanes, with the cursor just outside the swimlane structure, and click the blue insertion triangle.
- Click the Title bar and type Human Resources Recruiting Swimlane Diagram.
- Click the Function title bar for the top swimlane and type Recruiter.
- Type HR Admin as the title for the second swimlane, and Candidate for the third swimlane.
Tip
You’ve probably already figured this out, but swimlane diagrams are so named because they resemble a swimming pool viewed from above.
Important
The remaining screen shots for this exercise were captured using a black and white theme to improve legibility in the print edition of this book. Your swimlane diagram will continue to show the default theme colors, as seen in the preceding graphic, unless you have changed themes.
- Drag a Swimlane from the Cross-Functional Flowchart stencil but before you drop it onto the page, pause briefly over the boundary between the HR Admin and Candidate swimlanes. An orange insertion bar appears indicating that the lane you drop will be inserted between the two existing lanes.
Note
SEE ALSO Visio 2013 swimlanes are built from a combination of containers and lists.
- Drop the swimlane onto the page, and while it is still selected, type Hiring Manager.
- On the Home tab, in the Tools group, click the Connector button.
Important
If you select a shape with the Connector Tool and then drag another shape onto the page, Visio automatically adds a connector from the first shape to the second. In this exercise, you accomplish this by leaving each shape selected after dragging it onto the page and typing text into it.
You can stop the automatic addition of connectors by deselecting a shape before dragging the next one onto the page. Alternatively, you can select a different shape at any time to change which shapes will be connected automatically.
- Drag a Start/End shape from the Basic Flowchart Shapes stencil onto the drawing page, and use the Dynamic Grid to position it toward the left end of the Hiring Manager lane.
- With the Start/End shape still selected, type Hiring need reported.
Tip
It is not necessary to exit text edit mode before continuing to the next step.
- Drag a Process shape into the HR Admin lane, dropping it above and to the right of the Start/End shape, and then type Log hiring request.
Tip
To fit the shapes for this exercise onto a single page, ensure that the left edge of each new shape you add to the page overlaps horizontally with the preceding shape as shown in the two graphics that follow.
- Draw a connector from the top of the Hiring need reported shape to the left side of the Log hiring request shape.
- Drag a Process shape into the Hiring Manager lane, and then type Prepare job description and screening questions.
- Use the Connector Tool to link the previous process step to your new task.
- Continue adding flowchart shapes to your diagram using the information in rows 4-10 of the following table. (Rows 1-3 represent the shapes you’ve already added.)
Shape Swimlane Shapetext 1 Start/End Hiring Manager Hiring need reported 2 Process HR Admin Log hiring request 3 Process Hiring Manager Prepare job description and screening questions 4 Process HR Admin Advertise open job 5 Process Recruiter Interview candidates 6 Process Hiring Manager Select a candidate 7 Process Recruiter Make job offer 8 Decision Candidate Candidate accepts? 9 Process Recruiter Hire candidate 10 Start/End Hiring Manager End - Add a connector from the Candidate accepts? shape to the bottom of the Select a candidate shape, and then type No.
- Click the connector from the Candidate accepts? shape to the Hire candidate shape and type Yes.
Your swimlane diagram should look something like the following graphic. It’s unlikely that your drawing will look exactly like this one, because you probably made different decisions about placing shapes. However, after the general placement and connectivity are correct, you can adjust and tweak your diagram to make it look the way you’d like.
If you think your diagram is too crowded, realize that the cross-functional flowchart template used the default paper size for your region.
Note
CLEAN UP Save the drawing as HR Recruiting Swimlane, and then close it.
One final note about the Visio 2013 take on cross-functional flowcharts: although the end result looks very much as it has in previous versions of Visio, the underlying structure is very different. In fact, structure is the operative word in the previous sentence. In Visio 2013, each swimlane is a container, and the overall framework is a list.
We can add beautiful designs to our Visio pages to provide rich appearance. Visio provides an easy interface to do this. We will discuss adding borders and titles (or headers and footer) to Visio pages through this Article.
Step 1. Open Visio document in Visio Application.
Adding Header or Footer
Step 2. Select DESIGN tab and then select Borders & Titles ribbon control which is under Backgrounds group in the ribbon. Visio will display the list of Borders and Titles available.
Step 3. Select the item which you want to Apply to the Visio Pages. Observe that, Visio will add a new page called background page with the Borders & Titles. That means, the page has Header and Footer added to it.
Modifying Header or Footer
Step 4. Visio doesn’t allow to change the header or footer from the Viso Page directly. Instead you need to select the background page (by default Visio will name the background page as “VBackground-1” etc,.) and then modify the header or title by double clicking on them.
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The changes will reflect in the associated Visio pages.
Attaching Border & Title to the Page
Step 5. Right click on the page tab where you want to add the background and select Page Setup… from the sub-menu. Visio will display the Page Setup dialog.
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Step 6. From Page Properties tab, select Background option in the Type: field and select the background page from the Background: drop down box.
Step 7. Press Apply or OK to apply the changes.
We can attach the Border & Title to the multiple pages.
Delete the Border & Title page
Step 8. Select the background page you want to remove and right click on it. Then select Delete from the sub menu.
Step 9. Visio will remove the background if the background is NOT attached to any of the page(s). Visio will prompt the below message to get the confirmation to delete the background page; if the background is already attached to the page(s).
Upon confirmation the background will be removed from the page(s).
We will discuss more topics as we go.
🙂 Sahida