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Microsoft Visio 2013 : Creating flowcharts

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3/5/2015 8:17:44 PM

In this exercise, you will create a new flow chart for simple human resources recruiting the process. The flow chart will have seven stages of process and a decision.

Note

SET UP Click the File tab, and then click New. Click Categories, click Flowchart, and then double-click the Basic Flowchart thumbnail. Save the new drawing as HR Recruiting Flowchart. Then follow the steps.

  1. Drag a Start/End shape from the Basic Flowchart Shapes stencil onto the drawing page.

    image with no caption
  2. Point to the start shape you added to the drawing page, click the right-facing blue triangle that appears, and then click the Process shape from the Quick Shapes menu.

  3. Use the same technique to add three more Process shapes to the page.

    image with no caption
  4. Drag a Process shape onto the drawing page. Then use the Dynamic Grid to position the new process shape below the leftmost process shape.

    image with no caption
  5. From the Quick Shapes menu, add the following four shapes:

    • Another Process shape to the right of the one from step 4.

    • A Decision diamond to the right of the previous process shape.

    • Another Process shape to the right of the decision diamond.

    • A Start/End shape to the right of the final process shape.

    image with no caption

    At this point, the flowchart is nearly complete with the exception of two connectors: one that links the end of the first row to the beginning of the second row, and one that links the decision diamond back to a previous step in the flowchart.

  6. Right-click anywhere on the drawing page, select the Connector Tool from the Mini Toolbar, and then move the cursor near the last shape in the first row.

    Tip

    The mini bar tool holder of Visio 2013 presents a tool of single use of connector: the indicator turns over to the tool of indicator as soon as you draw a connector.

  7. Click the connection point on the right of the top-right process shape, and then drag to the leftmost connection point on the first process shape in the second row.

    image with no caption
  8. Click the blue AutoConnect arrow under the decision shape and drag it to the connection point on the bottom of the leftmost process shape in the same row.

    image with no caption
  9. Drag a Document shape to just below the last process shape in the top row.

    Important

    Do not drop the document shape on a connector line or else Visio will break the connector in two and connect your document shape to both lines.

  10. Drag a bounding box around all of the shapes in the bottom row. Then hold down the Shift key while you drag that row down to make more room. Once again, Visio will reposition the connector line to accommodate the new location of the bottom row.

    Tip

    Holding down the Shift key constrains Visio to moving the selected shapes only vertically or horizontally, whichever is the first direction you move the cursor.

  11. Click the blue AutoConnect arrow under the upper-right process shape to connect it to the document shape. The layout of your flowchart is now complete.

    image with no caption

Note

CLEAN UP Save your changes to the HR Recruiting Flowchart drawing, but leave it open if you are continuing with the next exercise.

 
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