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Interfacing Technologies Corporation
EPC - Modeler Manual — 10.0
10.0
Table of Contents
Interfacing Technologies Corporation
EPC - Modeler Manual — 10.0
EPC - Modeler Manual — 10.0
1.
FAQs
1.1.
Troubleshooting EPC Modeler launch and login
2.
Technical Support
3.
Disclaimer
4.
Working within EPC
4.1.
Check in/Check out
4.2.
Textbox Spellcheck
4.3.
Setting EPC Options
4.4.
Copy Object ID to Clipboard
4.5.
Deleting Objects in EPC
4.6.
The EPC Modeler Interface
4.6.1.
EPC Toolbar
4.6.1.1.
Search
4.6.2.
The EPC Navigator Drop-Down
4.6.3.
The Explorer Frame
4.6.4.
The Diagram Frame
4.6.5.
Explorer Drop-Down
4.6.6.
The Details Frame
4.6.7.
Details Frame Tabs
4.6.7.1.
General Tab
4.6.7.2.
Description Tab
4.6.7.3.
IPL Tab
4.6.7.3.1.
Intra-Process Links
4.6.7.3.2.
IPL Tabs for shortcuts
4.6.7.4.
Properties Tab
4.6.7.4.1.
System Attributes
4.6.7.5.
Documents Tab
4.6.7.6.
Impact Tab
4.6.7.7.
Subscription Tab
4.6.7.8.
Approval Tab
4.6.7.8.1.
Assigning Approvers in the Modeler
4.6.7.8.2.
Launching an Approval Cycle in the Modeler
4.6.7.8.3.
Approving/Rejecting an Object in the Modeler
4.6.7.8.4.
Canceling an Approval Cycle in the Modeler
4.6.7.8.5.
Approving/Rejecting an Object in the Web Portal
4.6.7.9.
Version Tab
4.6.7.9.1.
Version Numbers
4.6.7.9.2.
Event Log
4.6.7.9.3.
Version Properties
4.6.7.9.4.
View Previous Versions of a Process
4.6.7.9.5.
Process Review Cycles
4.6.7.9.6.
Audit Trail
4.6.7.9.6.1.
Audit Comparison
4.7.
Customizing the EPC Interface
4.7.1.
Moving Frames
4.7.2.
Expanding/Collapsing Frames
4.7.3.
Multi-Screen Support
4.8.
Customize Modeler Permissions
4.8.1.
Allow/Deny Permission
4.8.2.
View and Edit Permissions
4.8.3.
Security Inheritance
4.9.
Import/Export Content
4.9.1.
Import/Export EPC Content
4.9.1.1.
Multi-Language Support in EPC
4.9.1.2.
Export to EPC
4.9.1.3.
Import from EPC
4.9.2.
Import/Export Excel Content
4.9.2.1.
Multi-Language Support (Excel)
4.9.2.2.
Export to Excel
4.9.2.3.
Import from Excel
4.9.2.3.1.
Troubleshooting an Import from Excel
4.9.2.3.2.
Import from Excel – Overwrite
4.9.2.3.3.
The Excel Spreadsheet Output File
4.9.2.3.3.1.
Object Details – Document
4.9.2.3.3.2.
Object Details – Resource
4.9.2.3.3.3.
Object Details – Control
4.9.2.3.3.4.
Control Audit Tabs
4.9.2.3.3.4.1.
Control Audit Tabs – Audit CAPA
4.9.2.3.3.4.2.
Control Audit Tabs – Audit Issues
4.9.2.3.3.4.3.
Control Audit Tabs – Audit Plan
4.9.2.3.3.4.4.
Control Audit Tabs – Audit Results
4.9.2.3.3.4.5.
Control Audit Tabs – Audit Schedule
4.9.2.3.3.5.
Control Audit Tabs – Risk
4.9.3.
Import/Export CSV Content
4.9.3.1.
Export to CSV
4.9.3.2.
Import from CSV
4.9.4.
Import/Export Visio Content
4.9.4.1.
Import from Visio
4.9.4.2.
Export (BETA) to Visio
4.9.4.2.1.
3.9.4.2.1. Export Visio Output Formats
4.9.5.
Import BPMN Content
4.9.5.1.
Import from BPMN
4.10.
Multi-language Support
4.10.1.
Adding and Modifying Translated Content
4.10.2.
Overwriting untranslated data in current language
4.10.3.
Resetting data to default values
4.10.4.
Searching content in multiple languages
4.10.5.
Multi-language Support: User Preferences vs Global Settings
4.11.
Publishing Objects in EPC
4.12.
The EPC Web Interfaces
4.13.
Viewing Objects on the MyEPC Page
4.14.
Improvement Log
4.14.1.
Checking Improvement Requests as Applied
4.15.
Using the Tool Tips
5.
Process in EPC
5.1.
The Process Interface
5.1.1.
EPC Toolbar
5.1.2.
Diagram Frame – The Process Map
5.1.2.1.
Manipulating Objects in the Process Map
5.1.2.1.1.
Copy, Paste, and Cut Flow Objects
5.1.2.1.2.
Linking Process Modeling Objects
5.1.2.1.2.1.
Types of links
5.1.2.1.3.
Modifying the Shape of a Link
5.1.2.1.4.
Change the color of an activity
5.1.2.1.5.
Flow Object Tabs
5.1.2.1.5.1.
Flow Object – General Tab
5.1.2.1.5.2.
Flow Object – Advanced Tab
5.1.2.1.5.2.1.
Add/Remove a Rule
5.1.2.1.5.2.2.
Add/Remove a Service
5.1.2.1.5.2.3.
Advanced Fields
5.1.2.1.5.2.4.
Add/Remove an Attribute or Entity
5.1.2.1.5.3.
Flow Object – Controls Tab
5.1.2.1.5.4.
Flow Object – E-Form Tab
5.1.2.1.5.5.
Flow Object – Material Tab
5.1.2.1.5.6.
Flow Object – Risks Tab
5.1.2.2.
Process Map Toolbar
5.1.3.
Modeler Views in EPC
5.1.3.1.
Toggle Design View Page Outline (page breaks)
5.1.3.2.
Design View
5.1.3.2.1.
Set Process Orientation
5.1.3.2.2.
Create a Print View
5.1.3.2.3.
Change Page Configuration (Page Breaks)
5.1.3.3.
Flatmap View
5.1.3.3.1.
Set Process Level of Expansion
5.1.3.4.
Swimlane View
5.1.3.4.1.
Set Swimlane Orientation
5.1.3.4.2.
Set Lane Separator Type
5.1.3.4.3.
Set Level of Expansion
5.1.3.4.4.
Set Swimlane Setup
5.1.3.4.5.
Setting Swimlane Colors
5.1.4.
The BPMN Toolbar
5.1.4.1.
Start Events
5.1.4.2.
End Events
5.1.4.3.
Intermediate Events
5.1.4.4.
Gateways
5.1.4.5.
Tasks
5.1.4.6.
Set General Indicators
5.1.5.
The Overview Frame
5.2.
Process Set
5.2.1.
Create a Process Set
5.2.2.
Delete a Process Set
5.2.3.
Modify the Details of a Process Set
5.2.4.
Process Set – Tabs
5.3.
Process
5.3.1.
Create a Process
5.3.2.
Delete a Process
5.3.3.
Move a Process
5.3.4.
Export a Process for Workflow
5.3.5.
Modify the Details of a Process
5.3.6.
Upload a Process to Workflow
5.3.7.
Linking Processes
5.3.8.
Copy/Cut/Paste a Process
5.3.9.
Display Inter-Page Connectors (IPCs)
5.3.10.
Auto-shift Shapes
5.3.11.
SOP Creation, Formatting and Lifecycle
5.3.11.1.
Approval and Revision Tables
5.3.12.
Apply Default Shape Sizes
5.3.13.
Link – Tabs
5.3.13.1.
Link – General Tab
5.3.14.
Process – Tabs
5.3.14.1.
Process – Advanced Tab
5.3.14.2.
Process – Materials Tab
5.3.14.3.
Process E-form Tab – Set Attachment Permissions
5.3.14.4.
Process – Analysis Tab
5.3.14.4.1.
Analyze Process
5.3.14.4.2.
Process Maturity
5.3.15.
Process References
5.3.15.1.
Create a Process Reference
5.3.15.2.
Synchronizing changes between Definitions and References
5.3.15.3.
Dissociating a Process Reference
5.3.16.
Process Shortcuts
5.3.16.1.
Create a Process Shortcut
5.3.16.2.
Delete a Process Shortcut
5.3.17.
Update Sequence Number
5.3.18.
Export Process
5.3.19.
Compare Processes
5.4.
Generate a Process Book
5.4.1.
Modify Process Book Content
5.4.2.
Select Process Book Images
5.4.3.
Modify Process Book Page Settings
5.5.
Process FAQ
6.
Organization in EPC
6.1.
The Organization Interface
6.1.1.
EPC Toolbar
6.1.2.
Overview Frame
6.1.3.
Diagram Frame
6.1.3.1.
Diagram Frame Tabs
6.1.3.2.
The Organization Chart
6.1.3.2.1.
Manipulating Organization Units in the Organization Chart
6.1.3.3.
Diagram Frame Toolbar
6.1.3.3.1.
Viewing a Print Preview/Printing an Organization Chart
6.1.3.3.2.
Align Drop-Down
6.1.3.3.3.
Distribute Drop Down
6.1.3.3.4.
Zoom Level
6.1.3.3.5.
Magnify Organization Units
6.1.3.3.6.
Auto Layout
6.1.3.3.7.
Save to Image
6.1.3.3.8.
Show Hide Grid
6.1.3.3.9.
Orientation Drop-Down
6.1.3.3.10.
Levels Drop-Down
6.2.
Create an Organization Unit Set
6.3.
Delete an Organization Unit Set
6.4.
Modify the Details of an Organization Unit Set
6.5.
Organization Unit Sets: Tabs
6.6.
Organization Unit
6.6.1.
Create an Organization Unit
6.6.2.
Delete an Organization Unit
6.6.3.
Modify the Details of an Organization Unit
6.6.4.
Organization Unit: Tabs
6.7.
Roles
6.7.1.
Create a Role
6.7.2.
Delete a Role
6.7.3.
Modify the Details of a Role
6.7.4.
Roles: Tabs
6.7.4.1.
Roles General
6.7.4.2.
Description
6.7.4.3.
Documents
6.7.4.4.
Roles: Advanced Tab
6.7.4.4.1.
Roles Advanced Tab: Assigning Child Roles
6.7.4.4.2.
Roles Advanced Tab: Assigning Organization Units
6.7.4.5.
Properties
6.7.4.6.
Subscription
6.7.4.7.
Approval
6.7.4.8.
Impact
6.7.4.9.
Version
6.7.4.10.
Properties
6.8.
Resources
6.8.1.
Create a Resource
6.8.2.
Import Users as Resources
6.8.3.
Delete a Resource
6.8.4.
Modify the Details of a Resource
6.8.5.
Resources: Tabs
6.8.5.1.
Resources General Tab: Inputting Contact Information
6.8.5.2.
Resources General Tab: Assigning Roles
6.8.5.3.
Resources: Advanced Tab
6.8.5.3.1.
Resources Advanced Tab: Assigning a User
6.8.5.3.2.
Resources Advanced Tab: Inputting a Cost
6.8.5.3.3.
Resources Advanced Tab: Selecting Organizational Units
6.9.
Assets
6.9.1.
Create an Asset
6.9.2.
Delete an Asset
6.9.3.
Modify the Details of an Asset
6.9.4.
Assets: Tabs
6.9.4.1.
Assets: Advanced Tab
6.9.4.2.
Assets: Rules Tab
6.10.
Merge one Object with Another Object
6.11.
Organization FAQ
7.
Documents in EPC
7.1.
Document Set
7.1.1.
Create a Document Set
7.1.2.
Delete a Document Set
7.1.3.
Modify the Details of a Document Set
7.1.4.
Document Set – Tabs
7.2.
Document Folder
7.2.1.
Create a Document Folder
7.2.2.
Delete a Document Folder
7.2.3.
Modify the Details of a Document Folder
7.2.4.
Document Folder – Tabs
7.3.
Document
7.3.1.
Import a Document
7.3.2.
Delete a Document
7.3.3.
Modify the Details of a Document
7.3.4.
Adding Translated Versions of a Document
7.3.5.
Opening Translated Versions of a Document
7.3.6.
Deleting Translated Versions of a Document
7.3.7.
Document: Tabs
7.4.
Cognos Reports and EPC Workflow Reports
7.4.1.
Save a Report View in Cognos
7.4.2.
Import a Report
7.4.3.
Document
7.4.3.1.
Document Details
7.4.4.
Global Reports
7.4.4.1.
Checked Out Objects
7.4.4.2.
Last Modified
7.4.4.3.
Object Under Review – Full List
7.4.4.4.
Open Modeler Sessions
7.4.4.5.
Open Web Sessions
7.4.4.6.
UDA Filtering
7.4.4.7.
Change Report
7.4.5.
Master Data and Services
7.4.5.1.
Attribute Details
7.4.5.2.
Entity Details
7.4.5.3.
Service Details
7.4.6.
Organization
7.4.6.1.
Asset Details
7.4.6.2.
Object Ownership
7.4.6.3.
Org Unit Details
7.4.6.4.
Org Unit List
7.4.6.5.
RACI Report
7.4.6.6.
RACI Report List
7.4.6.7.
Resource Report
7.4.6.8.
Resource Details
7.4.6.9.
Role Details
7.4.6.10.
Role or Organization by Rule
7.4.7.
Process
7.4.7.1.
Audit Trail
7.4.7.2.
Flow Object Details
7.4.7.3.
Flow Object UDA Filtering
7.4.7.4.
Material Details
7.4.7.5.
Process Cost
7.4.7.6.
Process Cycle Time
7.4.7.7.
Process Departments
7.4.7.8.
Process Details
7.4.7.9.
Processes Never Published
7.4.7.10.
Activity List by Process (Text)
7.4.8.
Process Dashboards
7.4.8.1.
Process Cost Dashboard
7.4.8.2.
Process Cost Breakdown
7.4.8.3.
Process Cycle Time Breakdown
7.4.8.4.
Process duration vs. Delay Breakdown
7.4.9.
Risk and Control
7.4.9.1.
Control Matrix
7.4.9.2.
Controls by Type
7.4.9.3.
Gross Risk Timeline
7.4.9.4.
Gross Risk vs. Net Priority
7.4.9.5.
Risk Department
7.4.9.6.
Risk Details
7.4.9.7.
Risks by Priority
7.4.9.8.
Risks By Type
7.4.9.9.
Impact Analysis View
7.4.10.
Risk and Control Dashboard
7.4.10.1.
Gross Risk Score vs. Net Risk Score
7.4.11.
Rules
7.4.11.1.
Business Rules Details
7.4.11.2.
Rule by Organization
7.4.11.3.
Rule by Role
7.4.12.
Audit-trail
7.4.12.1.
Access to Modeler, Web Portal or Web App
7.4.12.2.
Audit Trail Documents
7.4.12.3.
Materials Audit Trail
7.4.12.4.
Organization Audit Trail
7.4.12.5.
Risk Audit Trail
7.4.12.6.
Rule Audit Trail
7.4.12.7.
Service Audit Trail
7.4.12.8.
Control Audit Trail
7.4.12.9.
Process Cycle Time – add delay
7.4.12.10.
Process Lifecycle
7.4.12.11.
Usage Historical Log-in
7.4.13.
EPC Workflow Reports
7.4.13.1.
Closed Instance Details by Definition
7.4.13.2.
Closed Task Details by Definition and Instance
7.4.13.3.
Instances with Errors by Definition
7.4.13.4.
Number of Process Instances Running
7.4.13.5.
Process Definition Total Averages
7.4.13.6.
Resource Productivity by Role and Date Range
7.4.13.7.
Resource Productivity by User and Date Range
7.4.13.8.
Running Instance Details
7.4.13.9.
System Pending Activities
7.4.13.10.
Closed Task Averages by Definition and Instance
7.4.14.
Workflow Dashboards
7.4.14.1.
Closed Task Cycle Time by Process Definition – HTML Pie Chart
7.4.14.2.
Instance Cycle Time by Process Definition – HTML Pie Chart
7.4.14.3.
Number of Running Process Instances – XML Bar Chart
7.4.14.4.
Closed Task Cycle Time by Process Definition – XML Pie Chart
7.4.14.5.
Instance Cycle Time by Process Definition
8.
Materials in EPC
8.1.
Material Set
8.1.1.
Create a Material Set
8.1.2.
Delete a Material Set
8.1.3.
Modify the Details of a Material Set
8.1.4.
Material Set: Tabs
8.2.
Material Folder
8.2.1.
Create a Material Folder
8.2.2.
Delete a Material Folder
8.2.3.
Modify the Details of a Material Folder
8.2.4.
Material Folder: Tabs
8.3.
Material
8.3.1.
Create a Material
8.3.2.
Delete a Material
8.3.3.
Modify the Details of a Material
8.3.4.
Material: Tabs
8.3.4.1.
Materials General Tab: Material Types
8.3.4.2.
Materials General Tab: Annotation type Materials
8.3.4.3.
Materials Entities Tab
8.3.4.4.
Materials: Attributes Tab
9.
Business Rules in EPC
9.1.
Rule Set
9.1.1.
Create a Rule Set
9.1.2.
Delete a Rule Set
9.1.3.
Modify the Details of a Rule Set
9.1.4.
Rule Set: Tabs
9.2.
Rule Folder
9.2.1.
Create a Rule Folder
9.2.2.
Delete a Rule Folder
9.2.3.
Modify the Details of a Rule Folder
9.2.4.
Rule Folder: Tabs
9.3.
Rule
9.3.1.
Create a Rule
9.3.2.
Delete a Rule
9.3.3.
Modify the Details of a Rule
9.3.4.
Assign a Role or Organization to a Rule
9.3.5.
View the Rule(s) assigned to a Role
9.3.6.
Rule: Tabs
9.3.6.1.
Rule: Advanced Tab
9.3.6.2.
Rule: Rules Tab
9.3.6.3.
Rule: Implementation Tab
9.3.6.4.
Rule: Risks Tab
10.
Risk in EPC
10.1.
Risk Set
10.1.1.
Create a Risk Set
10.1.2.
Delete a Risk Set
10.1.3.
Modify the Details of a Risk Set
10.1.4.
Risk Set: Tabs
10.2.
Risk Folder
10.2.1.
Create a Risk Folder
10.2.2.
Delete a Risk Folder
10.2.3.
Modify the Details of a Risk Folder
10.2.4.
Risk Folder: Tabs
10.3.
Risk
10.3.1.
Create a Risk
10.3.2.
Delete a Risk
10.3.3.
Modify the Details of a Risk
10.3.4.
Risk: Tabs
10.3.4.1.
Risk: Risks Tab
10.3.4.2.
Risk: Advanced Tab
10.3.4.2.1.
Risk Advanced Tab: Risk Matrix
10.3.4.2.2.
Risk Advanced Tab: Gross Risk
10.3.4.2.3.
Risk Advanced Tab: Analysis Lock
10.3.4.2.4.
Risk: Evaluating Impact Levels
10.3.4.2.5.
Risk: Evaluating Likelihood Levels
10.3.4.3.
Risk: Controls Tab
11.
Control in EPC
11.1.
Control Set
11.1.1.
Create a Control Set
11.1.2.
Delete a Control Set
11.1.3.
Modify the Details of a Control Set
11.1.4.
Control Set – Tabs
11.2.
Control Folder
11.2.1.
Create a Control Folder
11.2.2.
Delete a Control Folder
11.2.3.
Modify the Details of a Control Folder
11.2.4.
Control Folder – Tabs
11.3.
Control
11.3.1.
Create a Control
11.3.2.
Delete a Control
11.3.3.
Modify the Details of a Control
11.3.4.
Control – Tabs
11.3.4.1.
Control – Advanced Tab
11.3.4.2.
Control – Financial Tab
11.3.4.3.
Control – Risks Tab
11.3.4.4.
Control – Audit Plan Tab
11.3.4.4.1.
Control Audit Plan Tab – Auditors
11.3.4.4.2.
Control Audit Plan Tab – Impacted Responsibilities
11.3.4.4.3.
Control Audit Plan Tab – Audit Prerequisites and Procedure
11.3.4.4.4.
Control Audit Plan Tab – Audit Details
11.3.4.5.
Control – Audit Schedule Tab
11.3.4.6.
Control – Audit CAPA Tab
11.3.4.6.1.
Control Audit CAPA Tab – Audit Issues
11.3.4.6.2.
Control – Audit CAPA
12.
Master Data in EPC
12.1.
Master Data Set
12.1.1.
Create a Master Data Set
12.1.2.
Delete a Master Data Set
12.1.3.
Modify the Details of a Master Data Set
12.1.4.
Master Data Set – Tabs
12.2.
Master Data Folder
12.2.1.
Create a Master Data Folder
12.2.2.
Delete a Master Data Folder
12.2.3.
Modify the Details of a Master Data Folder
12.2.4.
Master Data Folder – Tabs
12.3.
Entities
12.3.1.
Create an Entity
12.3.2.
Delete an Entity
12.3.3.
Modify the Details of an Entity
12.3.4.
Entities – Tabs
12.3.4.1.
Entities – Attributes Tab
12.3.4.2.
Entities – Rules Tab
12.3.4.3.
Entities – Implementation Tab
12.3.4.4.
Entities – Permissions Tab
12.4.
Attributes
12.4.1.
Create an Attribute
12.4.2.
Delete an Attribute
12.4.3.
Modify the Details of an Attribute
12.4.4.
Attributes – Tabs
12.4.4.1.
Attributes General Tab: Assigning/Removing an Entity
12.4.4.2.
Attributes: Entities Tab
12.4.4.3.
Attributes: Rules Tab
12.4.4.4.
Attributes: Permissions Tab
12.5.
Database Schema Import
13.
Measure in EPC
13.1.
The Measure Interface
13.1.1.
EPC Toolbar
13.1.2.
The Diagram Frame
13.1.2.1.
Diagram Frame Tab: Indicators
13.1.2.2.
Diagram Frame Tab: The Objective Chart
13.1.2.2.1.
Manipulating Objectives and Key Indicators in the Objective Chart
13.1.2.3.
Diagram Frame Toolbar
13.1.2.3.1.
Viewing a Print Preview – Printing an Objective Chart
13.1.2.3.2.
Zoom Level
13.1.2.3.3.
Magnify Units
13.1.2.3.4.
Auto Layout
13.1.2.3.5.
Save to Image
13.1.2.3.6.
Show/Hide Grid
13.1.2.3.7.
Levels Drop-Down
13.1.3.
Overview Frame
13.2.
Measure Set
13.2.1.
Create a Measure Set
13.2.2.
Delete a Measure Set
13.2.3.
Modify the Details of a Measure Set
13.2.4.
Measure Set: Tabs
13.3.
Objective
13.3.1.
Create an Objective
13.3.2.
Delete an Objective
13.3.3.
Modify the Details of an Objective
13.3.4.
Objective: Tabs
13.3.4.1.
Objective General Tab
13.4.
Key Indicator (KCI, KPI, KRI)
13.4.1.
Create a Key Indicator
13.4.2.
Delete a Key Indicator
13.4.3.
Modify the Details of a Key Indicator
13.4.4.
Source
13.4.5.
Key Indicator: Tabs
13.4.5.1.
Key Indicator General Tab
13.4.5.2.
Key Indicator Analysis Tab
13.4.5.2.1.
Assign a Target Threshold
14.
Service in EPC
14.1.
Service Set
14.1.1.
Create a Service Set
14.1.2.
Delete a Service Set
14.1.3.
Modify the Details of a Service Set
14.1.4.
Service Set: Tabs
14.2.
Service Folder
14.2.1.
Create a Service Folder
14.2.2.
Delete a Service Folder
14.2.3.
Modify the Details of a Service Folder
14.2.4.
Service Folder: Tabs
14.3.
Service
14.3.1.
Create a Service
14.3.2.
Delete a Service
14.3.3.
Modify the Details of a Service
14.3.4.
Services: Tabs
14.3.4.1.
Service – Assets Tab
14.3.4.1.1.
Sequence Number
14.3.4.2.
Service – Implementation Tab
15.
Printing in EPC
15.1.
Print Preview and Print
16.
EPC Web App User Manual
Download as PDF
1.
FAQs
1.1.
Troubleshooting EPC Modeler launch and login
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