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Add a Decision

Adding decisions in processes and value streams allows additional information to be gathered and alternatives assessed.

Hylet Pistorius avatar
Written by Hylet Pistorius
Updated over a month ago

When creating a process or value stream, decisions can be added to help distinguish between the different paths.

Decisions can be linked to a new activity, existing activity, a process link or an endpoint. Activities and process links that are attached to decisions can also have endpoints added to them.

A decision cannot be added into a branch.

Quick Steps to Add a Decision

  1. Different ways to add a decision:

    1. Click the decision button found top left of the map

    2. On the right-hand side diagram content menu, a plus sign appears between activities. Select the one where you want to add the decision.

    3. Hover over the connector where you want to add the decision. A green or orange plus sign will appear, click on it. Green plus sign appears between connectors in the happy path. The orange plus sign appears when a branch can be added

  2. Add Decision card will popup with four tabs:

    1. Details tab: enter the decision title and responsible roles. Easily switch the destinations of the YES and NO path.

    2. Connectors tab: set where connectors connect to and from the decision node. When a connector is moved to a different part of the node, the decision yes/no diamond will follow. Take note that one diamond (Y/N) will always be on the right-hand side (the primary decision path), and the other will be on top or bottom depending on the connector (secondary decision path).

    3. Alternate Path tab: if either the YES or NO path leads to an alternate route:

      1. Select the activity of the alternate path

      2. Optionally add a text to describe the alternate path

      3. Choose to display it on the map by switching the toggle on or off

      4. Optionally change the connector positions

      5. Optionally change the connector line type. The default line is dotted

  3. Select Add Decision to save the details

  4. The decision will be added to the map and diagram content menu

End Point

  • When a Decision is created, an endpoint is automatically added to its alternate path.

  • If a node that is linked to the alternate path of a decision is deleted, the option to “Add an endpoint?” becomes available on the decision.

  • Upon creating a new decision, the “Add an endpoint?” option is not visible, as the system automatically includes an endpoint by default.

  • When a node is added as a child of the decision node, the previously added endpoint is automatically removed.

  • If a node is added to the alternate path of a decision, the endpoint is automatically removed.

Notes

  • When adding or updating a decision, the version number of the process or value stream will increase.

  • By default, a decision’s happy path follows the Yes route and the branch follows the No route. However, Yes and No can be swapped when editing a decision. The happy path can be either the Yes or No route and may include another decision. The branch, whichever path it represents, cannot contain another decision.

  • Video demonstrating how to swop around Yes and No paths

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