Learning Journal 1 - Chris Morgan 2166646

/* The C-like comments, such as this one, are my (Philippe MARTIN's) comments.
    Despite the errors, this is a good first structured learning journal.
   Consider this document as complementary to the 3 other documents illustrating
    what to do and what not to do when creating a structured learning journal. */


PROCESS

workflow_management
   part: optimizing_a_work_assignment (cm)  sustaining_documentation_flow (cm)
         reviewing_the_status_of_work (cm); 
         
   optimizing_a_work_assignment
      previous_task: collecting_who_or_what_is_available_to_perform_a_work (cm),
      part: assigning_the_most_effective_person_for_a_work (cm);
            //"not necessarily the most nominally qualified since this person may be sick"(cm)

      collecting_who_or_what_is_available_to_perform_a_work
         part: establishing_a_profile_of_each_resource (cm);

   sustaining_documentation_flow 
      part: follow_up_processing_when_information_does_not_arrive_on_time (cm)  
            keeping_an_auditable_trail (cm),
      synonym: generating_a_rendezvous (cm); /* is generating_a_rendezvous identical
                    to sustaining_documentation_flow or actually a subprocess of it? */

      keeping_an_auditable_trail
         part: documenting_work_and_its_process (cm)   logging_each_task_in_the_process (cm),
         purpose: "improving privacy and security" (cm),         
         example: "medical records" (cm);  /* a record is not an example of a process */

   reviewing_the_status_of_work
      object: status (cm),
      part: accommodating_for_changes_in_the_process (cm);

      accommodating_changes_in_the_process
         part: passing_the_work_for_consultation (cm)   resuming_the_normal_workflow (cm); 

workflow_technology
   object: workflow (cm), /* "synonym:", not "object:" */
   synonym: workflow_category (cm),
   specialisation: adhoc_workflow (cm)   production_workflow (cm)   administrative_workflow (cm)   
                   autonomous_workflow (cm)   horizontal_workflow (cm)   vertical_workflow (cm);
                   /* good! */

   adhoc_workflow
      synonym: collaborative (cm),  /* should be collaborative_workflow */
        /* is it true that an adhoc_workflow is always a collaborative_workflow, and conversely? */
      part: negotiation_step (cm)   acceptance_step (cm)   assignment_step (cm)   review_step (cm),
            /* parts of something like creating_an_adhoc_workflow, not of adhoc_workflow */
      usage: "smaller amounts of work" (cm),
             /* an adhoc_workflow may have for usage "smaller amounts of work" ??? */
      delivery: mail_message (cm); 

      negotiation_step
         example: "a contractor requesting a review of work with a deadline" (cm);

      acceptance_step
         example: "an actor submitting to do a work task that has been requested" (cm);

      assignment_step
         example: "a principal delegating the work to their contractors" (cm);

      review_step
         part: approving_the_completion_of_work (cm)   handling_incomplete_work (cm),
         example: "a principal approving the work of their contractors" (cm); 

   production_workflow  /* same notes as for adhoc_workflow */
      part: creating_a_general_procedure (cm)   additional_steps_as_required (cm)   
            predefined_work (cm)   prioritized_work (cm), 
      example: "settling a claim following an auto accident" (cm),
      usage: "larger amounts of work" (cm),
      delivery: dedicated_work_channel (cm);

   administrative_workflow
      part: adhoc_workflow (cm)   production_workflow (cm),
      delivery: mail_message (cm)   dedicated_work_channel (cm);

   vertical_workflow
      part: directing_workflow_through_the_processes (cm),
      purpose: "checking that all the tasks are completed" (cm);

      directing_workflow_through_the_processes
         part: providing_guidance_for_each_step_of_the_process (cm),
         example: "dynamically invoke a computer program" (cm);

   horizontal_workflow
      synonym: routing (cm), /* case_routing_process? routine_structure? 
                       is any of these identical to horizontal_workflow? */
      part: movement_of_work_through_the_organization (cm);

   autonomous_workflow
      part: separate_workflow_application (cm)   application_integrator (cm),
      synonym: stand-alone (cm), /* stand-alone_workflow */
      antonym: embedded (cm), /* embedded_workflow */
      example: "workflow installed on desktops for order processing may also 
                be useful for personnel records work" (cm);

      application_integrator
         usage: "system with many applications" (cm);

business_process_engineering
   synonym: BPE (cm),
   part: identifying_a_critical_success_factor (cm)   employing_a_work_system_framework (cm)
         process_evaluation (cm)   business_process_reengineering (cm);

   identifying_a_critical_success_factor
      object: critical_success_factor (cm),
      part: identifying_organisations_primary_mission (cm)   defining_CSF (cm)
            identifying_the_pertinent_indicators_of_performance_for_each_CSF (cm)
            deciding_on_a_critical_measurement (cm),      
      agent: senior_manager (cm);

      defining_CSF
         previous_task: identifying_organisations_primary_mission (cm),
         part: defining_factors_that_must_go_right_for_the_business_to_succeed (cm)
               defining_3_or_4_business_processes (cm);

      deciding_on_a_critical_measurement
         previous_task: identifying_organisations_primary_mission (cm)
                        defining_CSF (cm)
                        identifying_the_pertinent_indicators_of_performance_for_each_CSF (cm),
         part: generating_IS_that_can_collect_each_measurement (cm);

   employing_a_work_system_framework
      object: work_system (cm),
      purpose: "promoting an organised approach for understanding 
                IT systems from a business viewpoint" (cm),
      part: analysing_customers (cm)   investigating_products_and_services (cm)
            reviewing_business_processes (cm)   defining_participants (cm)
            assessing_the_information_for_processes (cm)   identifying_technologies (cm)
            addressing_the_context_of_the_system (cm)   utilising_infrastructure (cm)
            defining_performance_variable (cm);

      work_system  /* a collection/description cannot have process has parts */
         informal_definition: "a collection of interactive components 
                               that work together to achieve a defined outcome" (cm),
         part: defining_a_purpose_of_the_system (cm) //"eg payroll system" (cm)
               identifying_who_is_involved_with_the_system (cm) //"eg employees" (cm)
               discovering_the_processes_involved (cm) //"eg calculate pay" (cm)
               identifying_what_information_is_involved (cm) //"eg hours worked" (cm)
               defining_the_forms_of_technology_involved (cm) //"eg spreadsheet" (cm);
        
   process_evaluation
      synonym: process_improvement (cm), /* improvement follows evaluation */
      part: understanding_the_current_system (cm)   redefining_a_new_process (cm);

      understanding_current_system
         part: describing_a_business_process (cm)
               assessing_the_performance_of_a_process (cm);

      redefining_a_new_process
         part: describing_a_business_process (cm)
               assessing_the_performance_of_a_process (cm); 

         describing_a_business_process
            part: defining_the_degree_of_structure (cm)   assessing_the_range_of_involvement (cm)   
                  investigating_the_level_of_integration (cm)   defining_the_rhythm (cm)   
                  understanding_the_complexity (cm)   identifying_the_reliance_on_machines (cm) 
                  reviewing_the_prominence_of_planning_and_control (cm)   
                  measuring_the_attention_to_errors_and_exceptions (cm);

                 defining_the_degree_of_structure
                    specialisation: highly_structured (cm)   semi_structured (cm)   unstructured (cm);
  
                 assessing_the_range_of_involvement
                    scope: too_many_people (cm)   too_few_people (cm);
                           /* assessing_the_range_of_involvement may have for scope
                              too_many_people ??? */

                 investigating_the_level_of_integration
                    level: common_culture (cm)   common_standard (cm)   information_sharing (cm) 
                           coordination (cm)   collaboration (cm);
                           /* investigating_the_level_of_integration may have for
                              level common_culture ??? */
 
                 defining_the_rhythm
                    informal_definition: "the frequency and predictability of the process" (cm),
                    example: "how quickly can the system adjust to changes in its 
                              transaction processing load" (cm);

                 understanding_the_complexity
                    part: defining_the_simplicity_of_a_process (cm);
                          //"simple processes may not meet  processing requirements
                             while too complex are harder to maintain" (cm)

                 identifying_the_reliance_on_machines
                    part: identifying_the_critical_nature_on_the_technology (cm);

                 reviewing_the_prominence_of_planning_and_control
                    part: checking_planned_output_rates_are_being_achieved (cm);

                 measuring_the_attention_to_errors_and_exceptions
                    part: timing_the_resolution_of_a_problem (cm);
      
         assessing_the_performance_of_a_process
            purpose: "determining if the process is a candidate for improvement" (cm),
            part: developing_a_table_matrix (cm)   defining_a_performance_variable (cm)
                  recording_the_measurement (cm);

            recording_the_measurement
               part: collecting_metrics_that_are_necessary_to_provide_a_realistic_assessment (cm)
                     collecting_metrics_that_provide_analysis_to_the_complexity_of_the_business_process (cm),
               tool: spreadsheet_package (cm);


defining_performance_variable
   purpose: "providing objectively based measurements for more effective analysis" (cm),
   part: analysing_activity_rate (cm)   analysing_output_rate (cm)   analysing_consistency (cm) 
         analysing_productivity (cm)   analysing_cycle_time (cm) 
         analysing_downtime (cm)    analysing_security (cm);

   analysing_activity_rate
      part: defining_the_number_of_interim_work_steps_that_are_performed_in_a_given_timeframe (cm);

   analysing_output_rate
      part: assessing_the_quality_produced_in_a_timeframe (cm);

   analysing_consistency
      part: recognising_a_processes_ability_to_operate_within_set_guidelines (cm);

   analysing_productivity
      part: contrasting_the_product_to_the_resources_spent (cm);

   analysing_cycle_time
      part: recording_the_time_from_process_start_to_process_finish (cm);

   analysing_downtime
      part: reviewing_the_percentage_of_time_that_the_process_is_not_available (cm);

   analysing_security
      part: assessing_how_secure_the_system_is_against_contributing_factors (cm);


AGENT



TOOL

pi_calculus
   purpose: "analysing communicating systems" (cm); //"not suitable to be applied as a standard" (cm)


OTHER

dedicated_work_channel
   example: "clerks in procurements who complete the same work processes all day" (cm);

status
   informal_definition: "the workflow product's unique way to move the work 
                         to the next step in the process" (cm); 

critical_success_factor
   synonym: CSF (cm),
   informal_definition: "an approach for identifying those factors that are 
                         critical to a business operation's success" (cm);