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All Elements – Use consistent capitalization in Element names.  We recommend using title case.  This basically means capitalizing the first and last word as well as all other important words in the name.

All Elements – Avoid qualifiers, descriptions, and metrics in Element names. These are all vital parts of a process but nine times out of ten they don’t belong in Element names. The Process Modeler gives you a description and comment field for each Element that is provided specifically for you to capture this type of rich detail about any step in your flow.  You also can associate Requirements and other Elements with your Element to help capture this detail.  As an example, instead of naming a Decision “Customer is on version 1.2 of XYZ product,” name it “Customer On Latest Version?”. As another example, instead of naming an activity “Assign the next account rep based on a round robin schedule,” name it “Assign Account Rep.”  Again, use the comments area or associated requirements to capture details like “version 1.2 of XYZ product” and round robin schedule.”

Activities – Limit Activity names to “Verb + Noun” phrases.  Instead of naming an activity “hand off inquiry department administrative assistant,” name it “Hand Off Inquiry.”  More on Activities >>

Decisions – Use concisely phrased yes/no questions for decisions.  Instead of naming a Decision “Is the inquiry from a customer with an assigned account rep?”, name it “Account Rep Assigned?”.  More on Decisions >>

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