Data and Resource CRUD Matrices

A CRUD matrix is a table that allows you to observe and modify the actions (Create, Read, Update, or Delete) your processes perform on data or resources. Once you have created at least one process and one resource or data object, you can open the relevant matrix by selecting Tools > Resource CRUD Matrix or Tools > Data CRUD Matrix.

To modify the CRUD values for a process, select the appropriate cell and select or deselect the check boxes in the Current Cell Value groupbox.

Note: A process must already be associated with data or resources in order for it to be included in the matrix.

In the following example, the Process Order process reads and updates the Client data, and reads the Credit Card data, and the Confirm Order Shipment process reads the Credit Card data:

In the following example, the Check Stock process reads data stored in the Inventory resource and the Ship FedEx Overnight process reads and updates data stored in the Work Team resource:

You can reorder the rows in the matrix by using the arrows at the bottom of the process column. The following tools are available above the matrix:

Tool	Description
	Properties – Opens the property sheet of a: Process, if you select a row header. Resource or data, if you select a column header. Resource flow or data, if you select a cell. If parallel resource flows exist between a process and a resource, you are prompted to choose one.
	Copy – Copies a CRUD matrix in order to paste it into another application such as Excel (as CSV) or Word (as text).
	Find Symbol in Diagram – Finds in the diagram the symbol of a: Process, if you select a row header. Resource, if you select a column header. Resource flow or process that contains the CRUD values, if you select a cell.
	Select Rows/Columns – Opens a selection box listing all the available objects, which allows you to add or remove rows and columns.
	Display Only Non-Empty Rows/Columns – Displays only objects sharing a relationship or shows all available objects.
	Vertical/Horizontal Column Header - Toggles between vertical and horizontal orientation of column headers.
	Shrink to Fit - Shrinks row and column headers to fit their contents.
	Export to Excel - Exports the matrix as an MS Excel file. If the specified file already exists, you will be given the option to overwrite it or append a new worksheet in the file.
	Print - Prints the matrix. Click the arrow to the right of the button to view a print preview or to access the Page Setup dialog.