Understanding and Defining Scope

This seems pretty simple, but is often forgotten and there are always challenges ahead… Did we mention scope-creep?

Click to open Learning Objectives

LO1-1 Define scope of a diagram before you start mapping

LO1-2 Understand how the scope of the diagram in inherited by a child diagram when you drill down


Some essential perspectives on scope are –

1) Always define and agree on the major trigger, and major outcome, of a process before you drill down too quickly.
2) Note that the text (verb+noun) of an activity box is the title of the lower level child diagram and therefore IS the scope. After you create a drill down, the system also shows you all the attached flow-lines from the parent activity, including the line text and depicting the scope.

Scope of the child diagram

A child diagram drill-down explains HOW something is done. For example, if you make a first box “How do you Validate the customer”. You can now create a drill-down and start explaining this specific outcome by adding more detailed steps.
You can always add an attachment that explains the details. It depends on the complexity of the process, or more likely, you might perhaps already have documentation that you quickly can add. The latter also means that you don’t have to redo everything when starting with UPN. You can add existing content pretty quickly and always decide later to transform it into UPN.
The most important take-away knowledge here is that you understand how the lower-level activities, or the attachments, contribute to the context of an activity such as “Validate customer”.

If you are interested in documentation of your Org, you can use diagrams in documentation by;
1) adding UPN diagrams to metadata items, to support understanding why data exists or was changed, or
2) adding metadata items to UPN diagrams, to direct users towards key data components in a process,

Learn much more about this in our course on Documenting your Org 

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Documenting your Org , opens in new window.

What’s next

Next, you will take a short, theory and practical quiz. Select it from the menu below.

This quiz will help you to recognise the skills and knowledge you have gained, and identify any areas you still need to explore and learn.

Remember, you can revisit these pages, or ask us for help if you get stuck. Once you pass the quiz, click “Next Module” to move on to Module 7.