Microsoft Visio 2007: Creating a Process Map

INFORMATION TECHNOLOGY SERVICES

California State University, Los Angeles
Version 1.0

Summer 2009

Contents
Introduction ................................................................................................................................... 2
Downloading the Data Files ......................................................................................................... 2
Introduction to Systems Thinking and Process Mapping ......................................................... 2
Process Mapping ......................................................................................................................... 2
Procedure of Process Mapping ............................................................................................... 2
Process Mapping Using Microsoft Visio ..................................................................................... 3
Starting Visio .............................................................................................................................. 3
Using the Interface ...................................................................................................................... 3
Using Page Setup ........................................................................................................................... 5
Using the Print Setup Tab ........................................................................................................... 5
Using the Page Size Tab ............................................................................................................. 6
Using Basic Drawing Skills .......................................................................................................... 7
Adding Shapes to a Drawing ...................................................................................................... 7
Saving a New Drawing ............................................................................................................... 8
Adding and Deleting Pages......................................................................................................... 8
Working with Shapes.................................................................................................................... 9
Selecting Shapes ......................................................................................................................... 9
Moving Shapes ......................................................................................................................... 10
Copying and Pasting Shapes ..................................................................................................... 10
Sizing Shapes ............................................................................................................................ 10
Deleting Shapes ........................................................................................................................ 11
Rotating Shapes ........................................................................................................................ 11
Working with Text ...................................................................................................................... 11
Adding Text to Shapes .............................................................................................................. 11
Adding Freestanding Text ........................................................................................................ 12
Connecting Shapes ...................................................................................................................... 13
Using the Connector Tool ......................................................................................................... 13
Using AutoConnect................................................................................................................... 14
Grouping Shapes ......................................................................................................................... 16
Grouping and Ungrouping Shapes ............................................................................................ 16
Adding a Shape to a Group ....................................................................................................... 17
Removing a Shape From a Group............................................................................................. 17
Printing ........................................................................................................................................ 17
Preview a Drawing.................................................................................................................... 18
Printing Part of a Drawing ........................................................................................................ 18
Closing a Drawing ....................................................................................................................... 19
Exiting Visio ................................................................................................................................ 19
For additional Microsoft Office handouts, visit http://www.calstatela.edu/its/docs/office.php

Introduction
Microsoft Visio 2007 helps users create professional-looking diagrams for understanding,
documenting, and analyzing information, data, systems, and processes. The new features and
enhancements in Visio 2007 make creating diagrams even easier and faster. This handout
includes step-by-step instructions on how to work with shapes and text, connect and group
shapes, and print the final diagram. It also included a brief introduction to systems thinking and
process mapping, including how to select a process and the procedure of process mapping.

Downloading the Data Files

This handout includes sample data files that can be used for hands-on practice. The data files are
stored in a self-extracting archive. The archive must be downloaded and executed in order to
extract the data files.
The data files used with this handout are available for download at
http://www.calstatela.edu/its/training/datafiles/visio2007.exe.

Instructions on how to download and extract the data files are available at
http://www.calstatela.edu/its/docs/download.php.

Introduction to Systems Thinking and Process Mapping

Process mapping is a crucial tool for systems thinking. The participants in a process, the
information gathered and action taken, as well as how that information flows throughout the
system, can be identified in process mapping.

PROCESS MAPPING
Process mapping is a workflow diagram used to bring forth a clearer understanding of a process
or a series of parallel processes (see Figure 1). A process map is also called a cross-functional
flowchart or deployment chart. It visually depicts the sequence of events to build a product or
produce an outcome. It is a visual representation of a process that illustrates:
What activities are completed by whom and in what sequence.
Hand-offs between departments or individuals.
Internal and external operational boundaries (swim lanes).
Clear starting and stopping points.

Procedure of Process Mapping

1. Select the process and define the process boundaries (define start and stop points).
a. Write down three issues you have been confronted with recently.
b. Select the most important issue.
c. Why is this so important?
d. What is the origin of this issue?
e. What will it take to minimize or eliminate this issue?
f. Draw a simple (high level) flowchart of the process involved.
2. Create the as is process map.
a. List all participants down the left side of the process map.
b. Visually observe each step taken or repeatedly ask what happens next?
c. Record a brief description in the appropriate row moving left to right with time.
d. Connect the boxes in the order of flow.
Microsoft Visio 2007: Creating a Process Map - 2

3. Create the could be or should be process map.

a. Analyze the current process for non-value added step elimination.
b. Document the changes by creating a second process map.
c. Seek approval from all groups.
4. Implement the changes and train those involved in the process.
5. Validate improvements by collecting performance data.
6. If necessary, modify the process further until ultimate efficiency is reached.

Figure 1 An Example of a Process Map

Process Mapping Using Microsoft Visio

While Microsoft Word and PowerPoint provide basic diagramming capabilities, Visio is a
dedicated drawing program that can help users easily create a broad range of drawings.

STARTING VISIO
To start Visio 2007:
1. Click the Start button, point to All Programs, point to Microsoft Office, and click
Microsoft Office Visio 2007.

USING THE INTERFACE

When Visio starts, the application window displays the Template Categories pane on the left
and the Getting Started with Microsoft Office Visio pane on the right (see Figure 2).
By having templates organized into categories of related diagram types, Visio allows users to
easily select the appropriate template (see Table 1 for a list of available template categories in
Visio). The number of templates available in each template category varies. Once a category is
selected, the available templates for that category are displayed. After selecting the desired
template, Visio creates a new drawing and displays the Shapes pane. The Shapes pane contains
Microsoft Visio 2007: Creating a Process Map - 3

the stencils associated with the selected template (see Figure 3). Just as templates are organized
by categories, related shapes are organized by stencils. For example, when users select the Home
Plan template from the Maps and Floor Plans template category, all of the basic house
structure shapes included with the template are organized in the Walls, Shell and Structure
stencil.

Figure 2 Visio Interface

Figure 3 Drawing Window with the Shapes Pane Displayed

Microsoft Visio 2007: Creating a Process Map - 4

Table 1 Available Template Categories in Visio

Category
Business

Purpose
To show business processes using brainstorming diagrams,
organization charts, cause and effect diagrams, data flow
diagrams, work flow diagrams, etc.
Engineering
To create basic electrical diagrams, circuits and logic
diagrams, industrial control systems diagrams, fluid power
diagrams, part and assembly drawings, etc.
Flowchart
To create basic flowcharts, cross functional flowcharts,
work flow diagrams, etc.
General
To create basic diagrams, flowcharts, and block diagrams.
Maps and Floor To create two-dimensional or three-dimensional directional
Plans
maps, floor plans, home plans, office layouts, plumbing and
piping plans, etc.
Network
To create network designs using network and computer
equipment shapes, Web site maps, etc.
Schedule
To track project details with calendars, timelines, Gantt
charts, and PERT charts.
Software and
To create database model diagrams, UML model diagrams,
Database
Windows XP user interface diagrams, etc.

Using Page Setup

The Page Setup dialog box is used to customize printed drawings (see Figure 4). It is helpful to
customize the printer paper size and the drawing page before starting the drawing in order to
better arrange the space. The Print Setup and Page Size tabs are explained in detail in the
following sections.

USING THE PRINT SETUP TAB

The Print Setup tab provides several settings that users can adjust, such as the printer paper size
and orientation. Gridlines can be chosen to print when measurements are important in the
drawing. The Print zoom area enables users to reduce or enlarge the printed size of the drawing.
To change the paper orientation and the printed size of a drawing:
1. Open the print.vsd file.
2. Click the File menu and select Page Setup. The Page Setup dialog box opens (see
Figure 4).
3. Click the Print Setup tab, if necessary.
4. Under Printer paper, select the Landscape option button.
5. Under Print zoom, click the Adjust to drop-down arrow and select 50%.
6. Under Print, select the Gridlines check box.
7. Click the OK button to confirm the changes.

Microsoft Visio 2007: Creating a Process Map - 5

Figure 4 Page Setup Dialog Box (Print Setup Tab)

USING THE PAGE SIZE TAB

The Page Size tab allows users to adjust the page size and set the page orientation to be either
portrait or landscape for the drawing.
To change the page size and orientation:
1. Click the File menu and select Page Setup. The Page Setup dialog box opens.
2. Click the Page Size tab (see Figure 5).
3. Under Page size, select the Pre-defined size: option button.
4. Under Page orientation, select the Landscape option button.
5. Click the OK button to confirm the changes.

Figure 5 Page Setup Dialog Box (Page Size Tab)

Microsoft Visio 2007: Creating a Process Map - 6

Using Basic Drawing Skills

Visio allows users to create a drawing in several ways, including using a wizard which provides
guidance for creating a drawing. The easiest way to create a drawing is to click on a template
category and select a template.

ADDING SHAPES TO A DRAWING

To add a shape to a drawing, simply drag the desired shape onto the drawing page.
To add a shape to a drawing:
1. Click the File menu, point to New, and select Getting Started. The Getting Started
window displays.
2. From the Template Categories pane, select the General category. All the templates in
that category display in the right pane (see Figure 6).
3. Select the Basic Diagram template.
4. Next to Measurement Units:, select the US units option button.

Figure 6 Creating a Drawing from the Basic Diagram Template

5. Click the Create button. The drawing page displays.

6. In the Shapes pane, select the Basic Shapes (US units) stencil, if necessary.
7. Drag the Square shape

onto the drawing page (see Figure 7).

Microsoft Visio 2007: Creating a Process Map - 7

Figure 7 Adding a Square Shape to the Drawing Page

SAVING A NEW DRAWING

When a drawing is saved for the first time, Visio opens the Save As dialog box, into which users
enter the desired file name and location. A file name can consist of multiple words and should be
descriptive enough to recognize its contents. Visio automatically assigns the .vsd extension.
To save a new drawing:
1. Click the Save button on the Standard toolbar. The Save As dialog box opens.
2. In the Save in: drop-down list, specify a location to save the file (e.g., personal flash
drive).
3. In the File name: text box, rename the file or leave the default file name.
4. Click the Save button.
NOTE: The following characters cannot be used in file names: forward slash (/), backslash (\),
greater than sign (>), less than sign (<), asterisk (*), quotation marks ( ), question mark (?),
pipe ( | ), colon (:), or semicolon (;).

ADDING AND DELETING PAGES

When a new drawing is created, Visio provides only one page. Users can add or remove as many
pages as desired in the drawings. The added pages, which use the attributes of the page currently
displayed, are always added to the end of the drawing.
To add a page to the drawing:
1. Right-click the Page-1 tab at the bottom of the drawing page.
2. Click Insert Page. The Page Setup dialog box opens (see Figure 8).
3. Next to Type:, select the Foreground option button.
4. In the Name: text box, type a new name or leave the default name.
5. Click the OK button.
Microsoft Visio 2007: Creating a Process Map - 8

Figure 8 Page Setup Dialog Box (Page Properties Tab)

To delete a page from the drawing:

1. Right-click the tab of the page you want to delete.
2. Click Delete Page.

Working with Shapes

Shapes, the most important elements in Visio, are stored in stencils. To create drawings, users
can either use the shapes that Visio provides or create their own personal shapes.

SELECTING SHAPES
To select a shape in a Visio drawing, users can simply click on the shape. To select a filled
shape, users can click inside the shape. To select an unfilled shape, users must click the border of
the shape. Once selected, a green selection frame with handles appears to show that the shape is
selected.
More than one shape can be selected at a
time by pressing the [Shift] key. To select
all of the shapes, press the [Ctrl+A] key
combination. As the shapes are selected, all
shapes become enclosed in a green rectangle
called a selection box. Green handles appear
at the corners and sides of the selection box.
The selected shapes are outlined in magenta,
and the first selected shape of the group has
a bolder outline (see Figure 9).

Figure 9 Selecting Multiple Shapes

Microsoft Visio 2007: Creating a Process Map - 9

To select multiple shapes:

1. Open the shape.vsd file.
2. Click the Square shape
at the bottom of the drawing page.
3. Hold down the [Shift] key and click the Star shape

at the top of the drawing.

NOTE: To deselect a shape, hold down the [Shift] key and click the shape that needs to be
removed from the selection. The selection box reduces in size to exclude the removed shape. To
deselect all of the shapes, click in a blank area of the drawing page or press the [Esc] key.

MOVING SHAPES
Moving a shape in Visio is done by simply dragging the shape to the desired position. When the
shape is dragged, the horizontal and vertical rulers display the shapes top, middle, and bottom
points on the ruler with faint, dotted lines. Holding down the [Shift] key while dragging a shape
limits dragging to horizontal or vertical movements.
To move a shape:
1. Drag the Triangle shape
to a position approximately one inch above the Square
shape .
2. Hold [Shift] and drag the Triangle shape horizontally one inch to the left.
3. Press the down arrow [] and the right arrow [] keys on the keyboard as necessary to
position the Triangle shape on top of the Square shape.
NOTE: Users can reposition the shape to the desired location in small increments by pressing the
up [], down [], left [], or right [] arrow keys on the keyboard.

COPYING AND PASTING SHAPES

To duplicate shapes, simply use the Copy and Paste features. The Copy feature is similar to the
Cut feature, except that the Copy feature does not remove the shape from the original location.
To copy and paste a shape:
1. Click the Star shape

at the top right corner of the drawing.

2. Click the Copy button

on the Standard toolbar.

3. Click the Paste button

drawing page.

on the Standard toolbar to place a copy of the shape on the

SIZING SHAPES
After clicking a shape, users can drag a side handle to adjust the shapes width, a top or bottom
handle to adjust the shapes height, and a corner handle to adjust the height and width at the
same time. Dragging a corner handle maintains a shapes height-to-width proportions.
NOTE: When the shape is resized, the status bar at the bottom of the screen displays the shapes height
and width as users move the mouse. This feature is useful if the shape needs to be a specific size.

Microsoft Visio 2007: Creating a Process Map - 10

To resize a shape:
1. Click the Star shape
at the top right corner of the drawing.
2. Point to the bottom left corner sizing handle of the Star shape.
3. Drag the bottom left corner sizing handle until the Star shape is approximately 1/2 inch
high by 1/2 inch wide.
4. Click in a blank area of the drawing page to deselect all shapes.

DELETING SHAPES
To delete a shape, it must first be selected. Shapes can be deleted one at a time or several at once.
If a shape is selected, the entire shape and any text contained within the shape will be deleted.
However, if only the text within a shape is selected, then only the selected text is deleted.
To delete a shape:
1. Click the Star shape
2. Press the [Delete] key.

at the top right corner of the drawing.

ROTATING SHAPES
Most of the shapes in Visio can be rotated to a desired angle. After selecting a shape, a round,
green rotation handle appears outside the perimeter of the selection frame, along with selection
handles. When pointing to the rotation handle, the mouse pointer changes into a single, curved
arrow. Dragging the rotation handle in a circular motion will rotate a shape.
NOTE: When the shape is rotated, the status bar at the bottom of the screen displays the angle of rotation
in degrees. This visual guide is useful if users want to rotate several shapes to the same angle.

To rotate a shape:
.
1. Click the Triangle shape
2. Drag the rotation handle to the left until a 45 degree angle is reached.
3. Click in a blank area of the drawing page to deselect the shape.

Working with Text

Visio allows users to enhance drawings by adding text. All text in a Visio drawing is contained
in a text block (see Figure 10). When moving a shape with text, the text block automatically
moves with it.

ADDING TEXT TO SHAPES

Visio automatically expands the width of the text block as text is added. Pressing the [Enter] key
begins a new line of text. Visio automatically enlarges the length of the text block when more
text is entered than the selected shape can hold.
To add text to a shape:
1. Open the party1.vsd file.
2. Double-click the Road shape next to the building at the bottom right of the drawing page.
3. Type [Main], press the [Enter] key, and type [Avenue] (see Figure 10).
4. Click in a blank area of the drawing page to deselect the text block.

Microsoft Visio 2007: Creating a Process Map - 11

Figure 10 Adding Text to Shapes

ADDING FREESTANDING TEXT

Visio allows users to create freestanding text which is text that is not associated with any shape.
Freestanding text can be used to enter titles, lists, callouts, footers, etc. Even though freestanding
text is not attached to a shape, it is enclosed in a text block (see Figure 11).
When using the Text Block Tool to create a text block, the text automatically word-wraps to
preserve the width of the text block. However, the height of the text block expands as needed. To
create a text block for freestanding text, either drag to create a text block which fits a specific
area, or click in the drawing and allow Visio to insert a text block with a default width.

Figure 11 Freestanding Text Block in a Drawing

To add freestanding text:

1. Click the Text Tool button
on the Standard toolbar.
2. Click and drag the mouse in the top right corner of the drawing to draw a text block
approximately 4 inches wide by 1 inch high.
3. Type [Directions to Cathys Party], press the [Enter] key, and type [Starts at 4:00
PM].
4. Click in a blank area of the drawing page to deselect the freestanding text block.
5. Click the Pointer Tool button

on the Standard toolbar to deactivate the Text Tool

button
.
6. Double-click the freestanding text. Notice that the whole text is automatically selected.
7. Click in a blank area of the drawing page to deselect the freestanding text block.

Microsoft Visio 2007: Creating a Process Map - 12

Connecting Shapes
Connectors in Visio are used to connect shapes to each other (see Figure 12). Connectors can be
lines, arcs, arrows, hubs, cables, etc. These are used to reflect items such as a path in a process, a
relationship between shapes, or a hierarchy. Connectors can be created using the Connector
Tool or AutoConnect.

Figure 12 Connected Shapes

USING THE CONNECTOR TOOL

One of the most flexible ways to add and glue a connector is to draw it by using the Connector
Tool. This tool allows users to create a point-to-point or a shape-to-shape connection between
shapes. With a point-to-point connection, the connector stays glued to the same connection
points when one of the shapes is moved. With a shape-to-shape connection, the connector stays
glued to each shape by moving to the closest available connection points when either one of the
shapes is moved.
To create a point-to-point connection:
1. Open the hire.vsd file.
2. Click the Connector Tool button
on the Standard toolbar.
3. In the first row of shapes, drag from the right connection point on the first Process
shape
to the left connection point on the Document shape
. The connector
endpoints turn red when the shapes are connected (see Figure 13).
4. Click the Pointer Tool button
on the Standard toolbar to return to normal editing.
5. Drag the Process shape to a new location. Notice that the connector stays glued to the
same connection points.
6. Click in a blank area of the drawing page to deselect the shape.

Figure 13 Point-to-point Connection Using the Connector Tool

Microsoft Visio 2007: Creating a Process Map - 13

To create shape-to-shape connection:

1. Click the Connector Tool button

on the Standard toolbar.

2. Point to the center of the Decision shape

around the shape.

in the first row until a red box appears

3. Hold down the mouse button and drag to the center of the Process shape
in the third
row (see Figure 14). When a red box appears around the Process shape, release the
mouse button.
4. Click the Pointer Tool button
on the Standard toolbar to return to normal editing.
5. Drag the Decision shape to a new location. Notice that the connector stays glued to each
shape by moving to the closest available connection points.
6. Click in a blank area of the drawing page to deselect the shape.

Figure 14 Shape-to-shape Connection Using the Connector Tool

USING AUTOCONNECT
The quickest way to add and glue connectors to two shapes is to use AutoConnect. Users can
use AutoConnect while dragging shapes from a stencil onto the page, or to connect shapes that
are already on the page. AutoConnect can only be used to create a shape-to-shape connection
between two shapes.
To connect shapes that are already on the page:
1. Point to the Document shape
in the third row.
2. Position the pointer over the blue connection arrow that is closest to the Decision shape
to the right of it. The arrow turns dark blue and a red box appears around the
Decision shape (see Figure 15).
NOTE: If a red box does not appear around the shape that you want to connect to, the shape may
be too far away. Move the shape closer and try again, or use the Connector Tool.

3. Click the blue connection arrow

. A connector is added and glued to both shapes.

Microsoft Visio 2007: Creating a Process Map - 14

Figure 15 Shape-to-shape Connection Using AutoConnect

To connect shapes by dragging them onto the page:

1. In the Shapes pane, select the Basic Flowchart Shapes (US units) stencil, if necessary.
2. Drag the Process shape

from the stencil onto the drawing page and position it over

the bottom blue connection arrow of the Document shape

in the third row (see
Figure 16). The arrow turns dark blue.
3. Release the mouse button. The shape is placed on the drawing page, and a connector is
added and glued to both shapes.

Figure 16 Shape-to-shape Connection by Dragging Shapes

Microsoft Visio 2007: Creating a Process Map - 15

Grouping Shapes
Users can group together various shapes and treat them as one unit. This feature is useful when
moving shapes to a different location. For example, when moving ten shapes to the top of the
drawing page, it would be time-consuming to move them one-by-one and to maintain the
previous alignment.

GROUPING AND UNGROUPING SHAPES

Visio allows users to group shapes, providing a way to move around shapes while preserving the
spacing and alignment between each shape. After grouping shapes, users can flip, rotate, and size
a group of shapes as a single unit. If desired, users can then ungroup the shapes and return them
to their original independent state.
To group and ungroup shapes:
1. Open the group.vsd file.
2. Click the View menu, point to Toolbars, and then click Action. The Action toolbar
displays (see Figure 17).

Figure 17 Action Toolbar

3. Hold down the [Shift] key and click the Room shape at the top left of the drawing page,
the Mutli-chair round table, each Desk chair, and the three Small plant shapes
(see Figure 18).

Figure 18 Grouping Shapes

Microsoft Visio 2007: Creating a Process Map - 16

4. On the Action toolbar, click the Group button

.
5. Drag the grouped shape to a new location. Notice that all the shapes in the group move
together.
6. Click the grouped shape consisting of four Corner surface shapes at the bottom right of
the drawing page.
7. On the Action toolbar, click the Ungroup button
. Each Corner surface shape can
now be moved individually.
8. Click in a blank area of the drawing page to deselect the shapes.
NOTE: Users can also use the [Ctrl+Shift+G] key combination to group shapes and the
[Ctrl+Shift+U] key combination to ungroup shapes.

ADDING A SHAPE TO A GROUP

After grouping shapes, users may want to add more shapes to the group. Visio allows users to
add additional shapes to an existing group.
To add a shape to the group:
1. Drag the Plant shape
from the Office Accessories stencil to the center of the
grouped shape at the top left of the drawing page.
2. Click the grouped shape at the top left of the drawing page, hold down the [Shift] key,
and click the Plant shape.
3. Click the Shape menu, point to Grouping, and then click Add to Group. The Plant
shape is now part of the group.
4. Drag the grouped shape to a new location. Notice that the Plant shape moves with the
group.
5. Click in a blank area of the drawing page to deselect the shape.

REMOVING A SHAPE FROM A GROUP

Users can remove a shape from a group if desired. When removing a shape from a group, the
shape still remains in the drawing, but is no longer part of the group. The shape can then be
moved by itself without the other shapes of the group being affected.
To remove a shape from the group:
1. Click the grouped shape at the top left of the drawing page.
2. Click the Plant shape
in the middle of the grouped shape.
3. Click the Shape menu, point to Grouping, and then click Remove from Group. The
Plant shape is no longer part of the group.
4. Drag the Plant shape to a new location. Notice that the Plant shape moves independently
from the group.
5. Click in a blank area of the drawing page to deselect the shape.

Printing
Visio allows users to print the entire drawing or just a part of the drawing. Before printing, it is
helpful to preview a drawing to verify what will be printed.

Microsoft Visio 2007: Creating a Process Map - 17

PREVIEW A DRAWING
Before printing, users can use the Print Preview function to see how each drawing will appear
on the printed page. Print Preview displays the page to fit the screen (see Figure 19). When the
mouse pointer is positioned over the page, it changes into a magnifying glass. When users click
the page with the magnifying glass, the magnification increases; when clicked again, the
magnification decreases and the page returns to full view.
If a drawing contains more than one page, users can preview the additional pages by clicking the
Next Tile button or by clicking the desired page tab at the bottom of the window.
To preview a drawing:
1. Open the party2.vsd file.
2. Click the Page-1 tab, if necessary.
3. Click the Print Preview button
on the Standard toolbar.
4. Click the Next Tile button
to preview the next page.
5. Click the Previous Tile button
to preview the previous page.
6. Click the Close button to close Print Preview.

Figure 19 Previewing a Drawing in Print Preview

PRINTING PART OF A DRAWING

Users can print a portion of a drawing. For example, if a drawing contains many shapes, users
can choose to print only the shapes they want to review.
To print a part of a drawing:
1. Click the House shape
at the top left of the drawing page, hold down the [Shift] key,
and click the ABC Store shape
at the bottom right of the drawing page.
2. Click the File menu and select Print. The Print dialog box opens.
3. Under Page range, click the Selection option button.
4. Click the OK button.
5. Click in a blank area of the drawing page to deselect the shapes.
Microsoft Visio 2007: Creating a Process Map - 18

Closing a Drawing
Once users finish working on a drawing, they can close it to remove it from the application
window. When closing a drawing, Visio prompts users to save the file if there are any recent,
unsaved changes made to it.
To close a drawing:
1. Click the File menu and select Close.

Exiting Visio
When users finish using Visio, they should properly exit the application. This allows Visio to
perform necessary housekeeping before it closes. If the current drawing has been modified but
not saved, a Visio dialog box or the Office Assistant prompts users to save the changes before
exiting.
To exit Visio:
1. Click the File menu and select Exit.

Microsoft Visio 2007: Creating a Process Map - 19