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12.1.3.10 Publish
12.0 Editing on the Web App » 12.1 General Edit » 12.1.3 Edit Toolbar » 12.1.3.10 Publish
The Publish button enables Web Modelers to publish objects on the EPC Web App. Web Modelers can publish all objects in the EPC. Publishing allows all EPC users within the environment to view the object. Web Modelers need to ensure they have the permission to be a Web…
12.6.2.2 Risk Analysis
12.0 Editing on the Web App » 12.6 Risk Edit » 12.6.2 Edit Risk Objects » 12.6.2.2 Risk Analysis
The EPC allows users to analyze, quantify and manage their organziational risks throught the Risk Analysis section in the Risk Module. This Risk Analysis component allows users to: Input Causes & Effects of Risks Calculate Gross Risk Scores Associate Controls to…
12.1.5 Associations
12.0 Editing on the Web App » 12.1 General Edit » 12.1.5 Associations
Web Modelers can associate different EPC objects to another EPC object. To Associate, Web Modelers need to navigate to the Edit button in the Details tab of the object to access the Edit Details window. The Association section will cover the different objects that…
12.6.2.2.1 Edit Causes & Effects
12.0 Editing on the Web App » 12.6 Risk Edit » 12.6.2 Edit Risk Objects » 12.6.2.2 Risk Analysis » 12.6.2.2.1 Edit Causes & Effects
EPC’s Risk Module allows users to input the Causes & Effects of Organizational risks, allowing Risk Managers to understand how risks behave in their organizations. Understanding how these risks behave, allows organizational members to view and understand the…
12.5.2.2 Edit Document Properties Details
12.0 Editing on the Web App » 12.5 Documents Edit » 12.5.2 Edit Document Objects » 12.5.2.2 Edit Document Properties Details
The Properties tab contains sections for the type, the categories applicable and the attributes. Since the Properties sections are common to many EPC objects, the instructions have been centralized in the Properties section of the user manual. You can find direct…
12.1.3 Edit Toolbar
12.0 Editing on the Web App » 12.1 General Edit » 12.1.3 Edit Toolbar
Web Modelers can view and use the Edit Toolbar if they have the permission to be a Web Modeler, their displayed content is set to Show Latest, their editing tool is the Web and they have the security permission on the object. The boxes on the Edit Toolbar are the…
12.6.2.1 Edit Risk General Details
12.0 Editing on the Web App » 12.6 Risk Edit » 12.6.2 Edit Risk Objects » 12.6.2.1 Edit Risk General Details
The General tab contains a section for the basic information about the Risk, as well as the Responsibilities and Associations sections. What is this Risk? This table below describes the fields of this section. Field Description Name The…
12.1 General Edit
12.0 Editing on the Web App » 12.1 General Edit
Web Modelers can create and edit objects on the EPC Web App. The General Edit section will cover the following general topics: WebApp Editing Rules Create Edit Toolbar Import/Export Content Associations Properties
12.5.3 Delete Document Objects
12.0 Editing on the Web App » 12.5 Documents Edit » 12.5.3 Delete Document Objects
Web Modelers can Delete Document Objects if they have Delete security permission. To learn how delete objects, click here
12.4.3 Delete Organization Objects
12.0 Editing on the Web App » 12.4 Organization Edit » 12.4.3 Delete Organization Objects
Web Modelers can Delete Organization Objects if they have Delete security permission. To learn how delete objects, click here
12.3.3 Delete Performance Objects
12.0 Editing on the Web App » 12.3 Performance Edit » 12.3.3 Delete Performance Objects
Web Modelers can Delete Performance Objects if they have Delete security permission. To learn how delete objects, click here
12.6.3 Delete Risk Objects
12.0 Editing on the Web App » 12.6 Risk Edit » 12.6.3 Delete Risk Objects
Web Modelers can Delete Risk Objects if they have Delete security permission. To learn how delete objects, click here
12.7.3 Delete Control Objects
12.0 Editing on the Web App » 12.7 Control Edit » 12.7.3 Delete Control Objects
Web Modelers can Delete Control Objects if they have Delete security permission. To learn how delete objects, click here
12.8.3 Delete Rule Objects
12.0 Editing on the Web App » 12.8 Rule Edit » 12.8.3 Delete Rule Objects
Web Modelers can Delete Rule Objects if they have Delete security permission. To learn how delete objects, click here
12.9.3 Delete Master Data Objects
12.0 Editing on the Web App » 12.9 Master Data Edit » 12.9.3 Delete Master Data Objects
Web Modelers can Delete Master Data Objects if they have Delete security permission. To learn how delete objects, click here
2.0 EPC 11.3 New Features and Functions
2.0 EPC 11.3 New Features and Functions
The following developments are included in version 11.3. These consist of significant changes including the migration of the EPC Modeler to the Web App and new features available. The developments are categorized as follows: 1. Web Editing Enhancements * Version…
12.1.6 Properties
12.0 Editing on the Web App » 12.1 General Edit » 12.1.6 Properties
The Properties tab is common to all objects (excluding Sets and Folders). There are some object-specific sections in the properties tab, the instructions for those are found on the object-specific Edit [Object] Properties Details section of the manual. To edit…
12.1.2.3.2 Create Objects – Object Details Tab
12.0 Editing on the Web App » 12.1 General Edit » 12.1.2 Create » 12.1.2.3 Create Objects » 12.1.2.3.2 Create Objects – Object Details Tab
Web Modelers can create objects in the WebApp and organize them in a hierarchical manner in a “Parent-Child” relationship. See the table in the Create section which lists the Parent-Child relationships per object. !Due to their different nature and…
12.2.3.2 Edit Flow Object General Details
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.3 Edit Process Objects » 12.2.3.2 Edit Flow Object General Details
The General tab contains a section for the basic information about the Flow Object, as well as the Responsibilities and Associations sections. Web Modelers can access the Edit Details window for a Flow Object through: The Edit button on the Flow Object’s…
12.6 Risk Edit
12.0 Editing on the Web App » 12.6 Risk Edit
Risks of all levels can be documented, organized into library structures and communicated to stakeholders via the Web App. The EPC allows users to manage the risks that affect and influence the organization, as well as to identify, monitor, and measure them. Users…
12.6.1.3.1.3 Edit Residual Risk
12.0 Editing on the Web App » 12.6 Risk Edit » 12.6.2 Edit Risk Objects » 12.6.2.2 Risk Analysis » 12.6.1.3.1.3 Edit Residual Risk
The Enterprise Process Center (EPC) provides users with Risk Management, Tracking, Scoring and Analysis capabilities, making the system a fully functional risk management tool. This tool allows users to create and assess Risks, as well as analyze the relationship that…
12.3.2.2 Edit Performance Indicator General Details
12.0 Editing on the Web App » 12.3 Performance Edit » 12.3.2 Edit Performance Objects » 12.3.2.2 Edit Performance Indicator General Details
The General tab contains a section for the basic information about the Performance indicator, where the performance threshold can be assigned, as well as the Responsibilities and Associations sections. What is this Performance Indicator? This table below describes…
12.1.2.3.1 Create Objects – New Button
12.0 Editing on the Web App » 12.1 General Edit » 12.1.2 Create » 12.1.2.3 Create Objects » 12.1.2.3.1 Create Objects – New Button
Web Modelers can create objects in the WebApp and organize them in a hierarchical manner in a “Parent-Child” relationship. See the table in the Create section which lists the Parent-Child relationships per object. !Due to their different nature and…
12.6.1.3 Create a Risk
12.0 Editing on the Web App » 12.6 Risk Edit » 12.6.1 Create Risk Objects » 12.6.1.3 Create a Risk
A Risk is an EPC object that models potential risks within an enterprise.Risks can come from uncertainty in financial markets, project failures, legal liabilities, credit risk, accidents, natural causes and disasters as well as deliberate attacks from an adversary.…
12.2.2.2.10.2 Associate Assets to Data Stores
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.2 Map a Process » 12.2.2.2.10 Associate Objects to Shapes » 12.2.2.2.10.2 Associate Assets to Data Stores
As process mappers and viewers, information richness improves overall understanding of the maps. One important aspect of this is visual information. For this reason, Web Modelers can add the shape of a Data Store and associate an Asset to the shape to display the…
12.1.2.2.2 Create Folders – Object Details Tab
12.0 Editing on the Web App » 12.1 General Edit » 12.1.2 Create » 12.1.2.2 Create Folders » 12.1.2.2.2 Create Folders – Object Details Tab
*Ensure you are given the permission to be a Web Modeler, the displayed content is set to Show Latest, and your editing tool is the Web. Create a folder from the Details tab of a Set or Folder 1. Click on the Navigation Menu Button on the top left of your screen and…
12.2.2.2.10.1 Associate Documents to Artifacts
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.2 Map a Process » 12.2.2.2.10 Associate Objects to Shapes » 12.2.2.2.10.1 Associate Documents to Artifacts
As process mappers and viewers, information richness improves overall understanding of the maps. One important aspect of this is visual information. For this reason, Web Modelers can add the shape of an Artifact and associate Documents to the shape to display how a…
12.6.2 Edit Risk Objects
12.0 Editing on the Web App » 12.6 Risk Edit » 12.6.2 Edit Risk Objects
Web Modelers can edit the Details of Risk Objects. They need to navigate to the Edit button of the object to access the Edit Details window. The Edit Details window has two tabs, General and Properties. Under each tab there are different sections where the Web Modeler…
12.2.3.1 Edit Process General Details
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.3 Edit Process Objects » 12.2.3.1 Edit Process General Details
The General tab contains a section for the basic information about a process, as well as the Responsibilities and Associations sections. What is this Process? This table below describes the fields of this section. Field Description Parent…
12.1.5.5 Associate Risks
12.0 Editing on the Web App » 12.1 General Edit » 12.1.5 Associations » 12.1.5.5 Associate Risks
Risks Risks are used to identify and evaluate Risks They can be associated to Processes or Flow Objects (Tasks, Events, and Gateways), Rules, Performance Indicators, and Risks (as Child Risks). Risks are created and managed within the Risks module. Under this…
12.2.4 Delete Process Objects
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.4 Delete Process Objects
While Web Modelers use the Edit option to map their processes on the EPC Webapp, they can also delete the objects they no longer want. These objects can be shapes, items and flows within process maps. *Only users given the permission to be Web Modelers and the Delete…
12.10.1 Implement Improvement Requests
12.0 Editing on the Web App » 12.10 Collaboration Edit » 12.10.1 Implement Improvement Requests
Web Modelers are responsible to implement Improvement Requests. Users will create new Improvement Requests in the Collaboration section of objects. The Accountable user will approve or reject the request and then assign the Web Modeler implementer. After this step,…
12.1.2.2.1 Create Folders – New Button
12.0 Editing on the Web App » 12.1 General Edit » 12.1.2 Create » 12.1.2.2 Create Folders » 12.1.2.2.1 Create Folders – New Button
*Ensure you are given the permission to be a Web Modeler, the displayed content is set to Show Latest, and your editing tool is the Web. Create a folder from the “New” button on the top-right of the WebApp 1. Click on the Navigation Menu Button on the top…
12.2.2.5.5 Transition
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.5 BPMN Properties » 12.2.2.5.5 Transition
Web Modelers can assign the BPMN properties while working on Graph Edit Mode directly to the shapes. To Assign BPMN Properties to a Transition, please follow the instructions. *Ensure you are given the permission to be a Web Modeler, the displayed content is set to…
12.2.2 Edit Process Graph
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph
Web Modelers can map Processes on the Web App. They need to navigate to the Graph tab of the process and then click on the Edit button. They will be redirected to the Full Screen Edit Mode where they can map business processes using shapes. Only users with the Web…
12.1.2.1 Create Sets
12.0 Editing on the Web App » 12.1 General Edit » 12.1.2 Create » 12.1.2.1 Create Sets
To Create a New Set, please follow the instructions below: 1. Navigate to the button on the top-right of the EPC WebApp page. *Ensure you are given the permission to be a Web Modeler, the displayed content of your profile is set to Show Latest, and your editing…
12.1.6.3 Object Attributes
12.0 Editing on the Web App » 12.1 General Edit » 12.1.6 Properties » 12.1.6.3 Object Attributes
The Object Attributes serves as a quick way to classify an object based on a piece of data assigned by the Web Modeler. Attributes are used to add a layer of classification for items. EPC comes pre-loaded with a list of attributes for each object, but System…
12.0 Editing on the Web App
12.0 Editing on the Web App
The Edit functionality allows Web Modelers, with right and access, to map processes, and to create and edit objects on the Web App. Editing on the Web App includes a section about the general editing on the Web App, as well as a section to edit each module of the…
12.1.4.4.3 Using DBVisualizer
12.0 Editing on the Web App » 12.1 General Edit » 12.1.4 Import/Export Content » 12.1.4.4 Import Master Data Content » 12.1.4.4.3 Using DBVisualizer
To save your data as a .CSV file in DbVizualizer, 1. Execute the copied script 2. In the results tab, right-click and select Export… 3. Select CSV in Output Format 4. In Data Format section, change the Null Value to NULL 5. In the Options section,…
12.1.3.9 Delete
12.0 Editing on the Web App » 12.1 General Edit » 12.1.3 Edit Toolbar » 12.1.3.9 Delete
The Delete button enables Web Modelers to delete objects on the EPC Web App. Web Modelers need to have the Delete security permission to delete objects. Once an object is deleted, all its children objects will be deleted as well. It is possible that the user does not…
12.1.4.1.2 Export EPC Content
12.0 Editing on the Web App » 12.1 General Edit » 12.1.4 Import/Export Content » 12.1.4.1 Import/Export EPC Content » 12.1.4.1.2 Export EPC Content
Follow the steps below to export data from your current EPC environment. The export wizard will create a data file with the format .epc. 1. From the WebApp Toolbar, select the three dots > Export 2. Select EPC (.epc) and click Export. 3. Once you are done,…
12.2.7 Process Security
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.7 Process Security
Web Modelers that are System Admins, Environment Admins, have Full Control Allow permission or have Read + Write + Delete Permission can set security permissions on Process Objects. To learn how to set security on an object, click here.
12.4.6 Organization Objects Security
12.0 Editing on the Web App » 12.4 Organization Edit » 12.4.6 Organization Objects Security
Web Modelers that are System Admins, Environment Admins, have Full Control Allow permission or have Read + Write + Delete Permission can set security permissions on Organization Objects. To learn how to set security on an object, click here.
12.5.6 Document Objects Security
12.0 Editing on the Web App » 12.5 Documents Edit » 12.5.6 Document Objects Security
Web Modelers that are System Admins, Environment Admins, have Full Control Allow permission or have Read + Write + Delete Permission can set security permissions on Document Objects. To learn how to set security on an object, click here.
12.3.6 Performance Objects Security
12.0 Editing on the Web App » 12.3 Performance Edit » 12.3.6 Performance Objects Security
Web Modelers that are System Admins, Environment Admins, have Full Control Allow permission or have Read + Write + Delete Permission can set security permissions on Performance Objects. To learn how to set security on an object, click here.
12.6.6 Risk Objects Security
12.0 Editing on the Web App » 12.6 Risk Edit » 12.6.6 Risk Objects Security
Web Modelers that are System Admins, Environment Admins, have Full Control Allow permission or have Read + Write + Delete Permission can set security permissions on Risk Objects. To learn how to set security on an object, click here.
12.7.6 Control Objects Security
12.0 Editing on the Web App » 12.7 Control Edit » 12.7.6 Control Objects Security
Web Modelers that are System Admins, Environment Admins, have Full Control Allow permission or have Read + Write + Delete Permission can set security permissions on Control Objects. To learn how to set security on an object, click here.
12.8.6 Rule Objects Security
12.0 Editing on the Web App » 12.8 Rule Edit » 12.8.6 Rule Objects Security
Web Modelers that are System Admins, Environment Admins, have Full Control Allow permission or have Read + Write + Delete Permission can set security permissions on Rule Objects. To learn how to set security on an object, click here.
12.3 Performance Edit
12.0 Editing on the Web App » 12.3 Performance Edit
The Web App allows users to monitor the performance of their processes and business activities in a customizable and color coded environment. Viewing Performance Measures provides users with up-to-date information, enabling them to assess and optimize individual…
12.9.6 Master Data Objects Security
12.0 Editing on the Web App » 12.9 Master Data Edit » 12.9.6 Master Data Objects Security
Web Modelers that are System Admins, Environment Admins, have Full Control Allow permission or have Read + Write + Delete Permission can set security permissions on Master Data Objects. To learn how to set security on an object, click here.
12.1.2 Create
12.0 Editing on the Web App » 12.1 General Edit » 12.1.2 Create
Web Modelers can create content directly in the WebApp. Each module’s objects are organized in a hierarchical manner, and some module have certain particularities in the hierarchy based on their context. The table below lists the types of objects that can be…
12.1.4.2.2 Export Visio Content
12.0 Editing on the Web App » 12.1 General Edit » 12.1.4 Import/Export Content » 12.1.4.2 Import/Export Visio Content » 12.1.4.2.2 Export Visio Content
Follow the steps below to export data from your current EPC environment. The export wizard will create a data file with the format .vsdx. 1. From the WebApp Toolbar, select the three dots > Export 2. Select Visio (.vsdx). 3. Type in the “Selected…
12.1.1.3 Editing Language
12.0 Editing on the Web App » 12.1 General Edit » 12.1.1 WebApp Editing Rules » 12.1.1.3 Editing Language
Web Modelers can input content data about EPC objects in different languages. Editing the language of EPC objects is done through the Edit Details window of an object. This enables EPC end users to display the content in the language they prefer. To learn how to…
12.4 Organization Edit
12.0 Editing on the Web App » 12.4 Organization Edit
The Organization Module is a structured viewing model, allowing users to view, navigate and interact with different components of the organization. This module allows users to navigate through an organization to view corporate and department structure, as well as the…
12.8 Rule Edit
12.0 Editing on the Web App » 12.8 Rule Edit
The EPC allows users to view and monitor business rules that control business processes. Business rules are used as governance tools for organizations to build a structure that allows businesses to operate on a daily basis. Users given the permission to be Web…
4.12.6.2 Assign IR Implementer
4.0 Navigating the Web App » 4.12 Collaboration » 4.12.6 Improvement Request » 4.12.6.2 Assign IR Implementer
The Accountable User of the object with an Improvement Request is responsible to assign the Web Modeler Implementer. The Implementer will be in charge to implement the changes in the EPC. To Assign IR Implementer, follow these steps Navigate to the Improvement…
12.2.2.1.2 Graph Toolbar
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.1 Graph Edit Mode » 12.2.2.1.2 Graph Toolbar
The Graph Toolbar focuses on user viewing and on editing graph functionalities helping Web Modelers to map processes. Please see the table below for a full list of items on the Graph Toolbar and description of each item: Item Icon Description…
4.12.6.1 Approve Improvement Request
4.0 Navigating the Web App » 4.12 Collaboration » 4.12.6 Improvement Request » 4.12.6.1 Approve Improvement Request
After the Improvement Request is created by an EPC user, users involved, including the accountable user, will receive a notification about the new IR. The Accountable user will have to approve or reject the Improvement Request. If the Improvement Request is created on…
12.7 Control Edit
12.0 Editing on the Web App » 12.7 Control Edit
Users can display, classify and associate Controls to mitigate Risks and to ensure that Business Rules are respected and followed.The EPC allows users to integrate Controls as part of business processes, clarifying and communicating the Control’s objective, its…
12.6.2.3 Edit Risk Properties Details
12.0 Editing on the Web App » 12.6 Risk Edit » 12.6.2 Edit Risk Objects » 12.6.2.3 Edit Risk Properties Details
The Properties tab contains sections for the type, the categories applicable and the attributes. Since the Properties sections are common to many EPC objects, the instructions have been centralized in the Properties section of the user manual. You can find direct…
12.9 Master Data Edit
12.0 Editing on the Web App » 12.9 Master Data Edit
The Master Data Module in EPC manages your company’s data by defining and sorting entities and attributes. Entities allow the user to define the specific object types that are passed along through your processes. Attributes contain the individual pieces of data that…
12.1.3.4 Edit
12.0 Editing on the Web App » 12.1 General Edit » 12.1.3 Edit Toolbar » 12.1.3.4 Edit
The Edit button enables Web Modelers to edit objects on the EPC Web App. When navigating to the Edit button, Web Modelers will be redirected to the Edit Details window for the object Web Modelers need to ensure they have the permission to be a Web Modeler, their…
12.9.2.3 Edit Master Data Objects Properties Details
12.0 Editing on the Web App » 12.9 Master Data Edit » 12.9.2 Edit Master Data Objects » 12.9.2.3 Edit Master Data Objects Properties Details
The Properties tab contains sections for the type, the categories applicable and the attributes. Since the Properties sections are common to many EPC objects, the instructions have been centralized in the Properties section of the user manual. You can find direct…
12.7.2.2 Edit Control Properties Details
12.0 Editing on the Web App » 12.7 Control Edit » 12.7.2 Edit Control Objects » 12.7.2.2 Edit Control Properties Details
The Properties tab contains sections for the type, the categories applicable and the attributes. Since the Properties sections are common to many EPC objects, the instructions have been centralized in the Properties section of the user manual. You can find direct…
12.8.2.2 Edit Rule Properties Details
12.0 Editing on the Web App » 12.8 Rule Edit » 12.8.2 Edit Rule Objects » 12.8.2.2 Edit Rule Properties Details
The Properties tab contains sections for the type, the categories applicable and the attributes. Since the Properties sections are common to many EPC objects, the instructions have been centralized in the Properties section of the user manual. You can find direct…
12.1.4.3.1 Import BPMN Content
12.0 Editing on the Web App » 12.1 General Edit » 12.1.4 Import/Export Content » 12.1.4.3 Import/Export BPMN Content » 12.1.4.3.1 Import BPMN Content
Follow the steps below to import data from an outside EPC environment. The format of the data file must be .bpmn *NOTE: Users are now able to import from EPC, Visio and BPMN. 1. From the WebApp Toolbar, select the three dots > Import 2. Select BPMN (.bpmn) and…
12.2.2.5.3 Gateway
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.5 BPMN Properties » 12.2.2.5.3 Gateway
Web Modelers can assign the BPMN properties while working on Graph Edit Mode directly to the shapes. To Assign BPMN Properties to a Gateway, please follow the instructions. *Ensure you are given the permission to be a Web Modeler, the displayed content is set to…
12.3.2.3 Edit Performance Objects Properties Details
12.0 Editing on the Web App » 12.3 Performance Edit » 12.3.2 Edit Performance Objects » 12.3.2.3 Edit Performance Objects Properties Details
The Properties tab contains sections for the type, the categories applicable and the attributes. The Properties tab is available for the following Performance Objects: Objectives Performance Indicators Since the Properties sections are common to many EPC…
12.6.1 Create Risk Objects
12.0 Editing on the Web App » 12.6 Risk Edit » 12.6.1 Create Risk Objects
Web Modelers can create new Risk Objects on the Web App. These objects can be Risk Sets, Risk Folders, and Risks. Web Modelers can create new Risk objects by clicking on the button or directly through the Details Page of a Risk Set or Risk Folder. The Create Risk…
12.4.2.5 Edit Organization Objects Properties Details
12.0 Editing on the Web App » 12.4 Organization Edit » 12.4.2 Edit Organization Objects » 12.4.2.5 Edit Organization Objects Properties Details
The Properties tab contains sections for the BPMN Properties, the type, the categories applicable and the attributes. The Properties tab is available for the following Organization Objects: Organization Units Roles Assets Resources What are the BPMN…
12.1.4.1.1 Import EPC Content
12.0 Editing on the Web App » 12.1 General Edit » 12.1.4 Import/Export Content » 12.1.4.1 Import/Export EPC Content » 12.1.4.1.1 Import EPC Content
Follow the steps below to import data from an outside EPC environment. The format of the data file must be .epc. *NOTE: Users are now able to import from EPC, Visio and BPMN. 1. From the WebApp Toolbar, select the three dots > Import 2. Select EPC (.epc) and…
12.5.1.3 Create a Document
12.0 Editing on the Web App » 12.5 Documents Edit » 12.5.1 Create Document Objects » 12.5.1.3 Create a Document
Unlike other EPC objects, Documents are not created within the EPC Web App. Documents are uploaded from your local system to the EPC document repository. For this reason, any kind of file, file link, or URL can be added to the document repository. The different types…
12.2.2.7.1 Edit Shape Details
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.7 Edit Details » 12.2.2.7.1 Edit Shape Details
Web Modelers can edit the Details of any shape while mapping a process on Graph Edit Mode. To Edit the Details of a Shape, please follow the instructions. *Ensure you are given the permission to be a Web Modeler, the displayed content is set to Show Latest, and your…
12.1.3.5 Approval
12.0 Editing on the Web App » 12.1 General Edit » 12.1.3 Edit Toolbar » 12.1.3.5 Approval
Approval cycles often involve multiple individuals before changes can be implemented. This is often the case as business activities that are subject to change may affect multiple different roles and resources, requiring their consent prior to change. These approval…
12.2.2.7.2 Edit Process Details
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.7 Edit Details » 12.2.2.7.2 Edit Process Details
Web Modelers can edit the Details of a process while mapping the process in Graph Edit Mode. To Edit the Details of a Process, please follow the instructions. *Ensure you are given the permission to be a Web Modeler, the displayed content is set to Show Latest, and…
12.2.2.5.1 Sub-Process
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.5 BPMN Properties » 12.2.2.5.1 Sub-Process
Web Modelers can assign the BPMN properties while working on Graph Edit Mode directly to the flow objects. To Assign BPMN Properties to a Sub-Process, please follow the instructions. *Ensure you are given the permission to be a Web Modeler, the displayed content is…
12.3.1.3 Create an Indicator
12.0 Editing on the Web App » 12.3 Performance Edit » 12.3.1 Create Performance Objects » 12.3.1.3 Create an Indicator
The different types of Indicators are: Abbreviation Indicator Definition KPI Key Performance Indicator An indicator which enables an organization to define its performance targets based on its goals and objectives and to monitor…
12.1.4.4 Import Master Data Content
12.0 Editing on the Web App » 12.1 General Edit » 12.1.4 Import/Export Content » 12.1.4.4 Import Master Data Content
Environment and System Administrators can import a database structure from a system’s DBMS using a .csv file. Follow the steps below to import data from an outside EPC environment. The format of the data file you wish to import must be .csv and correctly…
12.2.2.5.4 Event
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.5 BPMN Properties » 12.2.2.5.4 Event
Web Modelers can assign the BPMN properties while working on Graph Edit Mode directly to the shapes. To Assign BPMN Properties to an Event, please follow the instructions. *The same instructions apply to a Start or End event *Ensure you are given the permission to…
12.5.2.1 Edit Document General Details
12.0 Editing on the Web App » 12.5 Documents Edit » 12.5.2 Edit Document Objects » 12.5.2.1 Edit Document General Details
The General tab contains a section for the basic information about the Document, where the document can be uploaded, as well as the Responsibilities and Associations sections. What is this Document? This table below describes the fields of this…
12.2.1.1.3 Create a Process – Details Tab
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.1 Create Process Objects » 12.2.1.1.3 Create a Process – Details Tab
A Process is an organized group of related activities, tasks and procedures, that together create a result of value to the customer, and once completed, will accomplish an organizational goal. In the context of EPC, Processes can be under a set, or under another…
12.1.5.3 Associate Performance
12.0 Editing on the Web App » 12.1 General Edit » 12.1.5 Associations » 12.1.5.3 Associate Performance
Performance Objectives and Indicators Objectives and Performance Indicators (KCI, KPI, and KRI) are used to measure process performance. They can be associated to Processes or Flow Objects (Tasks, Events, and Gateways). Objectives and Performance Indicators are…
12.2.2.2.7 Move a Process Map
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.2 Map a Process » 12.2.2.2.7 Move a Process Map
Web Modelers can move a process to create more space on the mapping canvas. This function is mostly used when Web Modelers are mapping large processes and need to drag the entire process map to navigate through it. To Move a Process Map, please follow the…
12.2.2.5.2 Task
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.5 BPMN Properties » 12.2.2.5.2 Task
Web Modelers can assign the BPMN properties while working on Graph Edit Mode directly to the shapes. To Assign BPMN Properties to a Task, please follow the instructions. *Ensure you are given the permission to be a Web Modeler, the displayed content is set to Show…
12.4.1.8 Import Users as Resources
12.0 Editing on the Web App » 12.4 Organization Edit » 12.4.1 Create Organization Objects » 12.4.1.8 Import Users as Resources
A resource represents a physical person (Employee) that performs work and executes activities in an organization. Resources in EPC can be associated to one or multiple roles. Multiple resources can also have the same role. Web Modelers can import EPC users as…
12.2.1.1.2 Create a Process – New Button
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.1 Create Process Objects » 12.2.1.1.2 Create a Process – New Button
A Process is an organized group of related activities, tasks and procedures, that together create a result of value to the customer, and once completed, will accomplish an organizational goal. In the context of EPC, Processes can be under a set, or under another…
12.1.5.5.1 Associate Risks to Processes
12.0 Editing on the Web App » 12.1 General Edit » 12.1.5 Associations » 12.1.5.5 Associate Risks » 12.1.5.5.1 Associate Risks to Processes
The EPC provides enhanced Risk Association capabilities on processes. Users can associate risks, view the risk assessment, and manipulate risk scores based on circumstances. Similar risks can present themselves differently in different processes. Whether a risk is…
12.1.5.4 Associate Business Rules
12.0 Editing on the Web App » 12.1 General Edit » 12.1.5 Associations » 12.1.5.4 Associate Business Rules
Business Rules Business Rules can be associated to Processes, Flow Objects, Assets, and Business Rules (as Child Rules). Business Rules are stored and managed in the Rules Module. Under this sub-section of the General Details, Web Modelers can assign Business Rules to…
12.1.5.6 Associate Controls
12.0 Editing on the Web App » 12.1 General Edit » 12.1.5 Associations » 12.1.5.6 Associate Controls
Controls Controls are used to mitigate Risk. They can be associated to Processes or Flow Objects (Tasks, Events, and Gateways), and Performance Indicators (KCI, KPI, KRI), .Controls are created and managed within the Control module. Under this sub-section of the…
12.6.1.3.1.4 Assign Controls to Risks
12.0 Editing on the Web App » 12.6 Risk Edit » 12.6.2 Edit Risk Objects » 12.6.2.2 Risk Analysis » 12.6.1.3.1.4 Assign Controls to Risks
The Enterprise Process Center (EPC) provides users with Risk Management, Tracking, Scoring and Analysis capabilities, making the system a fully functional risk management tool. This tool allows users to create and assess Risks, as well as analyze the relationship that…
12.5.1 Create Document Objects
12.0 Editing on the Web App » 12.5 Documents Edit » 12.5.1 Create Document Objects
Web Modelers can create new Document Objects on the Web App. These objects can be Document Sets, Document Folders and Documents, such as Files, File Links, and URLs. Web Modelers can create new Document objects by clicking on the button or directly through the Details…
12.2.2.2.6 Move Shapes
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.2 Map a Process » 12.2.2.2.6 Move Shapes
To Move Shapes, please follow the instructions. *Ensure you are given the permission to be a Web Modeler, the displayed content is set to Show Latest, and your editing tool is the Web. Navigate to Full Screen Edit Mode, after clicking on Edit Button After you…
12.2.2.4.2 Edit Boundary Events
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.4 Boundary Events » 12.2.2.4.2 Edit Boundary Events
Web Modelers can edit the characteristic and type of the Boundary Events assigned to Sub-Processes and Tasks. To Edit a Boundary Event, please follow the instructions. *Ensure you are given the permission to be a Web Modeler, the displayed content is set to Show…
12.8.2.1 Edit Rule General Details
12.0 Editing on the Web App » 12.8 Rule Edit » 12.8.2 Edit Rule Objects » 12.8.2.1 Edit Rule General Details
The General tab contains a section for the basic information about the Rule, as well as the Responsibilities and Associations sections. What is this Business Rule? This table below describes the fields of this section. Field Description Name…
12.5.2 Edit Document Objects
12.0 Editing on the Web App » 12.5 Documents Edit » 12.5.2 Edit Document Objects
Web Modelers can edit the Details of Document Objects. They need to navigate to the Edit button of the object to access the Edit Details window. The Edit Details window has two tabs, General and Properties. Under each tab there are different sections where the Web…
12.9.2.2 Edit Attribute General Details
12.0 Editing on the Web App » 12.9 Master Data Edit » 12.9.2 Edit Master Data Objects » 12.9.2.2 Edit Attribute General Details
The General tab contains a section for the basic information about the Attribute, the Attribute’s permissions, as well as the Responsibilities and Associations sections. What is this Attribute? This table below describes the fields of this…
12.4.2.3 Edit Asset General Details
12.0 Editing on the Web App » 12.4 Organization Edit » 12.4.2 Edit Organization Objects » 12.4.2.3 Edit Asset General Details
The General tab contains a section for the basic information about the Asset, as well as the Responsibilities and Associations sections. What is this Role? This table below describes the fields of this section. Field Description Name …
12.1.3.7 Merge
12.0 Editing on the Web App » 12.1 General Edit » 12.1.3 Edit Toolbar » 12.1.3.7 Merge
In certain circumstances, EPC modelers may want to merge 2 objects of the same type into one. This often occurs upon identification of duplicate objects (especially after imports), during restructuring initiatives, or sometimes due to deprecation of an object where…
12.1.5.8 Associate Master Data Objects
12.0 Editing on the Web App » 12.1 General Edit » 12.1.5 Associations » 12.1.5.8 Associate Master Data Objects
Users can now assign Entities and Attributes directly to processes and flow objects, to help map data flow, information transfer, etc. Additionally, users have the ability to assign responsibility and clearance on these master data objects following the CRUD…
12.9.2.1 Edit Entity General Details
12.0 Editing on the Web App » 12.9 Master Data Edit » 12.9.2 Edit Master Data Objects » 12.9.2.1 Edit Entity General Details
The General tab contains a section for the basic information about the Entity, the Entity’s permissions, the location where the Entity is implemented, the attributes contained in the Entity, as well as the Responsibilities and Associations sections. What is…