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12.4.2 Edit Organization Objects
12.0 Editing on the Web App » 12.4 Organization Edit » 12.4.2 Edit Organization Objects
Web Modelers can edit the Details of Organization objects. They need to navigate to the Edit button of the Organization object to access the Edit Details window. The Edit Details window has two tabs, General, and Properties. Under each tab there are different sections…
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…
12.4 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…
12.4.1 Create Organization Objects
12.0 Editing on the Web App » 12.4 Organization Edit » 12.4.1 Create Organization Objects
Web Modelers can create new Organization Objects on the Web App. These objects can be Organization Unit Sets, Organization Units, Roles, Resources, and Assets. Web Modelers can create new Organization objects by clicking on the button or directly through the Details…
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
12.4.7 Move Organization Objects
12.0 Editing on the Web App » 12.4 Organization Edit » 12.4.7 Move Organization Objects
Users can move Org Units, Roles, Resources and Assets within the Organization Module in the EPC. In Edit Mode, Org Units can be moved from: Org Unit to Org Unit Org Unit to Org Set (and Vice Versa) Org Set to Org Set Roles, Resources and Assets can be moved…
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.
12.4.4 Publish Organization Objects
12.0 Editing on the Web App » 12.4 Organization Edit » 12.4.4 Publish Organization Objects
Once Web Modelers finished creating Organization Objects, they can publish it and allow all users with rights to view the objects. To learn how to publish objects, click here
12.4.5 Organization Objects Approval Cycle
12.0 Editing on the Web App » 12.4 Organization Edit » 12.4.5 Organization Objects Approval Cycle
Web Modelers can set Approval Cycles on Organization Objects. To learn how to set Approval Cycles, click here
12.8.2 Edit Rule Objects
12.0 Editing on the Web App » 12.8 Rule Edit » 12.8.2 Edit Rule Objects
Web Modelers can edit the Details of Rule objects. They need to navigate to the Edit button of the Rule 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…
12.3.2 Edit Performance Objects
12.0 Editing on the Web App » 12.3 Performance Edit » 12.3.2 Edit Performance Objects
Web Modelers can edit the Details of Performance 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…
12.5.2 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…
12.2.3 Edit Process Objects
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.3 Edit Process Objects
Web Modelers can edit the Details of a Process. They need to navigate to the Edit button of the process to access the Edit Details window. The Edit Details window has three tabs, General, Properties, and Flow Objects. Under each tab there are different sections where…
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…
12.7.2 Edit Control Objects
12.0 Editing on the Web App » 12.7 Control Edit » 12.7.2 Edit Control Objects
Web Modelers can edit the Details of Control objects. They need to navigate to the Edit button of the Control 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…
12.9.2 Edit Master Data Objects
12.0 Editing on the Web App » 12.9 Master Data Edit » 12.9.2 Edit Master Data Objects
Web Modelers can edit the Details of Master Data objects. They need to navigate to the Edit button of the Master Data object to access the Edit Details window. The Edit Details window has two tabs, General, and Properties. Under each tab there are different sections…
12.4.2.1 Edit Organization Unit General Details
12.0 Editing on the Web App » 12.4 Organization Edit » 12.4.2 Edit Organization Objects » 12.4.2.1 Edit Organization Unit General Details
The General tab contains a section for the basic information about the Organization Unit, as well as the Document Association. What is this Organization Unit? This table below describes the fields of this section. Field Description Name …
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…
12.2.3.2 Edit Process Objects Properties Details
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.3 Edit Process Objects » 12.2.3.2 Edit Process Objects Properties Details
The Properties tab for Processses contains sections for the BPMN Properties, the type, the categories applicable and the attributes. The Properties tab for Flow Objects contains sections for the categories applicable and the attributes. What are the BPMN…
12.2.3.3 Edit Process Flow Objects Details
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.3 Edit Process Objects » 12.2.3.3 Edit Process Flow Objects Details
The Flow Objects tab contains all flow objects used in a process map. Web Modeler can edit the basic information about the flow object, its Responsibilities, its Associations, and its properties. Web Modelers can edit the following Flow Objects:…
4.12.2.2.4 Close Topic
4.0 Navigating the Web App » 4.12 Collaboration » 4.12.2 Using Collaboration Features » 4.12.2.2 Participating in Collaboration » 4.12.2.2.4 Close Topic
Once a collaboration engagement accomplishes its desired goal, it can be closed by select users. Two types of users can close engagements: Collaboration Engagement Initiators Process Owners (Users Assigned as Accountable) To close the engagement, click on the …
4.6 Organization
4.0 Navigating the Web App » 4.6 Organization
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…
12.9.2.3 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…
6.1 Notification Organization
6.0 Notifications » 6.1 Notification Organization
Users can filter through their notifications to help themselves in finding the desired item. Using the filters within the notifications window will allow users to quickly and efficiently find the item they are searching for. Users are provided with 3 main…
12.1.8.2 Tree selector (Tree Editing) – Edit Objects
12.0 Editing on the Web App » 12.1 General Edit » 12.1.8 Tree Selector (Editing) » 12.1.8.2 Tree selector (Tree Editing) – Edit Objects
To edit content, everything can be done through right-clicking. Instructions to edit content *The edit action is available for every objects that exists in the tree. The exception is for Resources for the Organization module, that can’t be…
12.5.1.4.4.4 Organization Book Tags
12.0 Editing on the Web App » 12.5 Documents Edit » 12.5.1 Create Document Objects » 12.5.1.4 Creating a Template » 12.5.1.4.4 Custom Document Tags » 12.5.1.4.4.4 Organization Book Tags
Templates for Organization Books follow the same structure as other object, with a few differences. Refer to the General Tag section for non-specific tags. Users can filter the Organization objects that will go into the Org Book. For example, you can generate a book on…
4.6.4.2.2 Organization Sub Units
4.0 Navigating the Web App » 4.6 Organization » 4.6.4 Details » 4.6.4.2 Attributes » 4.6.4.2.2 Organization Sub Units
The Organization Sub Units section displays all the sub-components of a specific organizational unit. It provides a textual hierarchy of units, and the sub-units associated. Users can navigate directly to the item pages that are featured in this section. Users can…
12.4.9 Generate Organization Books
12.0 Editing on the Web App » 12.4 Organization Edit » 12.4.9 Generate Organization Books
Your EPC now features object book generation, allowing you to leverage your EPC to dynamically create object specific reports and documents. After your editors have created and uploaded document templates you can now uses these templates for the following modules: …
12.1.2.3 Create Objects
12.0 Editing on the Web App » 12.1 General Edit » 12.1.2 Create » 12.1.2.3 Create Objects
!Due to their different nature and complexity, you can find a separate instructions section to Create Process Objects There are three ways to create objects Via the “New” button on the top-right of the EPC WebApp Via the Object Details Tab of a Parent…
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…
12.4.1.2 Create an Organization Unit
12.0 Editing on the Web App » 12.4 Organization Edit » 12.4.1 Create Organization Objects » 12.4.1.2 Create an Organization Unit
Organization Units represent the various branches and departments within the enterprise. Divisions within departments can be reflected by creating organization units within higher level organization units. In the context of EPC, Organization Units can be under a set,…
12.2.2.9 Edit Responsibilities From Graph Edit
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.9 Edit Responsibilities From Graph Edit
Modelers are able to add roles, organizational units, resources, assets and assign a responsibilities to them directly in Graph Edit mode. Modelers are able to assign responsibilities to one flow object at a time or to multiple flow objects at the same time.…
4.2.1.1.3 My Objects Widget
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.1 Widget Dashboard Manager » 4.2.1.1.3 My Objects Widget
The “My Objects” Widget allows users to feature any object within the EPC on the widget. These items can be processes, process components and/or associated items. Users can easily keep track and access objects associated to their job requirements within…
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.
12.8.7 Move Rule Objects
12.0 Editing on the Web App » 12.8 Rule Edit » 12.8.7 Move Rule Objects
Users can move Rules and Rule Folders within the Rule Module in the EPC. In Edit Mode, Rule Folders can be moved from: Folder to Folder Folder to Set (Vice Versa) Rules can be moved from Folder to Folder To move Rule Objects, navigate to the item’s…
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
12.8.1 Create Rule Objects
12.0 Editing on the Web App » 12.8 Rule Edit » 12.8.1 Create Rule Objects
Web Modelers can create new Rule Objects on the Web App. These objects can be Rule Sets, Rule Folders, and Rules. Web Modelers can create new Rule objects by clicking on the button or directly through the Details Page of a Rule Set or Rule Folder. The Create Rule…
12.8.4 Publish Rule Objects
12.0 Editing on the Web App » 12.8 Rule Edit » 12.8.4 Publish Rule Objects
Once Web Modelers finished creating Rule Objects, they can publish it and allow all users with rights to view the objects. To learn how to publish objects, click here
12.8.8 Merge Rule Objects
12.0 Editing on the Web App » 12.8 Rule Edit » 12.8.8 Merge Rule Objects
Users can merge similar objects in the EPC, allowing you to combine multiple objects into one. This action will allow you to remove duplicate items while maintaining their content and relationships in the application. This capability is typically used in some of the…
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.
12.3.3 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
12.3.4 Publish Performance Objects
12.0 Editing on the Web App » 12.3 Performance Edit » 12.3.4 Publish Performance Objects
Once Web Modelers finished creating Performance Objects, they can publish it and allow all users with rights to view the objects. To learn how to publish objects, click here
12.3.8 Merge Performance Objects
12.0 Editing on the Web App » 12.3 Performance Edit » 12.3.8 Merge Performance Objects
Users can merge similar objects in the EPC, allowing you to combine multiple objects into one. This action will allow you to remove duplicate items while maintaining their content and relationships in the application. This capability is typically used in some of the…
12.3.7 Move Performance Objects
12.0 Editing on the Web App » 12.3 Performance Edit » 12.3.7 Move Performance Objects
Users can move Objectives and Performance Indicators (KPI, KRI, KCI) within the Performance Module In Edit Mode, Objectives can be moved from Objective to Objective Objective to Performance Set (and Vice Versa) Performance Set to Performance Set Performance…
12.4.8 Merge Organizational Objects
12.0 Editing on the Web App » 12.4 Organization Edit » 12.4.8 Merge Organizational Objects
Users can merge similar objects in the EPC, allowing you to combine multiple objects into one. This action will allow you to remove duplicate items while maintaining their content and relationships in the application. This capability is typically used in some of the…
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…
12.5.4 Publish Document Objects
12.0 Editing on the Web App » 12.5 Documents Edit » 12.5.4 Publish Document Objects
Once Web Modelers finished creating Document Objects, they can publish it and allow all users with rights to view the objects. To learn how to publish objects, click here
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
12.5.6 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.
12.5.8 Merge Document Objects
12.0 Editing on the Web App » 12.5 Documents Edit » 12.5.8 Merge Document Objects
Users can merge similar objects in the EPC, allowing you to combine multiple objects into one. This action will allow you to remove duplicate items while maintaining their content and relationships in the application. This capability is typically used in some of the…
12.5.7 Move Document Objects
12.0 Editing on the Web App » 12.5 Documents Edit » 12.5.7 Move Document Objects
Users can move Documents and Document Folders within the Documents Module in the EPC. In Edit Mode, Document Folders can be moved from: Folder to Folder Folder to Set (Vice Versa) Documents can be moved from Folder to Folder To move Document Objects, navigate…
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…
12.2.8 Move Process Objects
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.8 Move Process Objects
Users can move Processes within the Process Module, facilitating updates, changes and minimizing any unnecessary work repetition. In Edit Mode, processes can be moved from: Sub-Process to Sub-Process Sub-Process to Process Set (or vice versa) Process Set to…
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…
12.2.5 Publish Process Objects
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.5 Publish Process Objects
Once Web Modelers finished creating Process objects and mapping Processes, they can publish it and allow all users with rights to view the process. To learn how to publish objects, click here
12.3.1 Create Performance Objects
12.0 Editing on the Web App » 12.3 Performance Edit » 12.3.1 Create Performance Objects
Web Modelers can create new Performance Objects on the Web App. These objects can be Performance Sets, Objectives, and Indicators, such as Key Performance Indicators (KPI), Key Risk Indicators (KRI) and Key Control Indicators (KCI). Web Modelers can create new…
9.1.4.1 Restore Deleted Objects
9.0 Environment Admin » 9.1 Environment Settings » 9.1.4 Archive » 9.1.4.1 Restore Deleted Objects
Environment Administrators can restore deleted objects in the EPC. This allows your administrators to restore any objects deleted accidentally, or restore any previous version on objects easily. Users can: Restore deleted objects to their original location,…
12.2.1 Create Process Objects
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.1 Create Process Objects
EPC Modelers can create new Process Objects within the Web App by clicking on the icon or directly through the Details page of a Process Set or Process. EPC Modelers are able to: Create Process Set Create Process: New Button Create Process: Tree Create Process:…
12.6.8 Merge Risk Objects
12.0 Editing on the Web App » 12.6 Risk Edit » 12.6.8 Merge Risk Objects
Users can merge similar objects in the EPC, allowing you to combine multiple objects into one. This action will allow you to remove duplicate items while maintaining their content and relationships in the application. This capability is typically used in some of the…
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.
12.6.7 Move Risk Objects
12.0 Editing on the Web App » 12.6 Risk Edit » 12.6.7 Move Risk Objects
Users can move Risks and Risk Folders within the Risk Module in the EPC. In Edit Mode, Risk Folders can be moved from: Folder to Folder Folder to Set (Vice Versa) Risks can be moved from Folder to Folder To move Risk Objects, navigate to the item’s…
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
12.6.4 Publish Risk Objects
12.0 Editing on the Web App » 12.6 Risk Edit » 12.6.4 Publish Risk Objects
Once Web Modelers finished creating Risk Objects, they can publish it and allow all users with rights to view the objects. To learn how to publish objects, click here
12.7.1 Create Control Objects
12.0 Editing on the Web App » 12.7 Control Edit » 12.7.1 Create Control Objects
Web Modelers can create new Control Objects on the Web App. These objects can be Control Sets, Control Folders, and Controls. Web Modelers can create new Control objects by clicking on the button or directly through the Details Page of a Control Set or Control Folder.…
12.7.8 Merge Control Objects
12.0 Editing on the Web App » 12.7 Control Edit » 12.7.8 Merge Control Objects
Users can merge similar objects in the EPC, allowing you to combine multiple objects into one. This action will allow you to remove duplicate items while maintaining their content and relationships in the application. This capability is typically used in some of the…
12.7.7 Move Control Objects
12.0 Editing on the Web App » 12.7 Control Edit » 12.7.7 Move Control Objects
Users can move Controls and Control Folders within the Control Module in the EPC. In Edit Mode, Control Folders can be moved from: Folder to Folder Folder to Set (Vice Versa) Controls can be moved from Folder to Folder To move Control Objects, navigate to the…
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.
12.7.3 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
12.7.4 Publish Control Objects
12.0 Editing on the Web App » 12.7 Control Edit » 12.7.4 Publish Control Objects
Once Web Modelers finished creating Control Objects, they can publish it and allow all users with rights to view the objects. To learn how to publish objects, click here
12.1.1.4 Edit Lock
12.0 Editing on the Web App » 12.1 General Edit » 12.1.1 WebApp Editing Rules » 12.1.1.4 Edit Lock
Either by creating new content or editing existing content, objects in EPC are in constant evolution and can regroup a lot of information in their different specific areas. To avoid conflict between two users potentially editing the same object, any user editing an…
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…
12.11 Governance Edit
12.0 Editing on the Web App » 12.11 Governance Edit
The Governance Module is a centralized place to edit and analyze different elements that are directly related to the processes. This module regroups a lot of information, and allows process owners to have better control, and to add real-time data to their processes. To…
10.8.3.2 Edit Category
10.0 System Admin » 10.8 Attributes » 10.8.3 Categories » 10.8.3.2 Edit Category
When needed, administrators can edit Categories. System Admins can perform in-line edits for information displayed in the object type list, or can navigate to the edit section for further editing capabilities. In-Line Editing In line edits can be performed by…
12.5 Documents Edit
12.0 Editing on the Web App » 12.5 Documents Edit
The Document Module of the EPC allows users to store all relevant documents to an organization’s business activities on a centralized, secured, and manageable repository. Web Modelers can add Document objects to the EPC Web App and use EPC’s Document hierarchy…
12.2.2.7 Edit Details
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.7 Edit Details
Web Modelers can access the Edit Details Window while they map processes in Graph Edit Mode.. The Edit Details window will appear in the Graph Edit Mode, and the EPC automatically saves the latest version of the map. This section will cover the following: Edit…
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…
10.9.1 Edit Settings
10.0 System Admin » 10.9 Advanced » 10.9.1 Edit Settings
A System Admin can edit the system settings. Editing these settings requires system expertise. For further details of system edits, please see the steps below: 1. Navigate to the “System Admin” section of the EPC 2. Navigate to the “Advanced” tab 3. The…
10.8.4.2 Edit Attribute
10.0 System Admin » 10.8 Attributes » 10.8.4 System Attributes » 10.8.4.2 Edit Attribute
When needed, administrators can edit Attributes. System Admins can perform in-line edits for information displayed in the object type list, or can navigate to the edit section for further editing capabilities. In-Line Editing In line edits can be performed by…
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
12.1.3 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…
12.2 Process Edit
12.0 Editing on the Web App » 12.2 Process Edit
The Process Module of EPC allows users to create a process map that visually describes the flow of work within the activities of your company. Processes represent individual business processes or procedures and are comprised of sub-processes and activities. Users…
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…
12.7 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…
12.10 Collaboration Edit
12.0 Editing on the Web App » 12.10 Collaboration Edit
Web Modelers are responsible edit Collaboration objects. The Collaboration Edit section will cover the following: Implement Improvement Requests
12.4.1.1 Create an Organization Unit Set
12.0 Editing on the Web App » 12.4 Organization Edit » 12.4.1 Create Organization Objects » 12.4.1.1 Create an Organization Unit Set
Organization Unit Sets are containers that hold all organization’s objects. The best practice is to have one large organization set for the entire enterprise, and separate sets for the different types of external entities. Web Modelers can are responsible to…
4.2.1.1.3.1 Customize My Objects Widgets
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.1 Widget Dashboard Manager » 4.2.1.1.3 My Objects Widget » 4.2.1.1.3.1 Customize My Objects Widgets
The My Objects Widget allows users to view any objects associated to the processes they are tied to within the EPC. Customizing “My Objects” will allow users to view multiple different object types in one or multiple Widget windows based on personal…
12.9.1 Create Master Data Objects
12.0 Editing on the Web App » 12.9 Master Data Edit » 12.9.1 Create Master Data Objects
Web Modelers can create new Master Data objects on the Web App. These objects can be Master Data Sets, Master Data Folders, Entities, and Attributes. Web Modelers can create new Master Data objects by clicking on the button or directly through the Details Page of a…
9.1.1.3 Locked Objects – Unlock
9.0 Environment Admin » 9.1 Environment Settings » 9.1.1 General » 9.1.1.3 Locked Objects – Unlock
The environment administrator has a dedicated section in which he can manage the objects that are currently locked by users. The Edit Lock prevents other users to edit content as someone is already editing it. The “Locked Objects” section is a table that…
12.8.5 Rule Objects Approval Cycle
12.0 Editing on the Web App » 12.8 Rule Edit » 12.8.5 Rule Objects Approval Cycle
Web Modelers can set Approval Cycles on Rule Objects. To learn how to set Approval Cycles, click here
12.3.5 Performance Objects Approval Cycle
12.0 Editing on the Web App » 12.3 Performance Edit » 12.3.5 Performance Objects Approval Cycle
Web Modelers can set Approval Cycles on Performance Objects. To learn how to set Approval Cycles, click here
12.5.5 Document Objects Approval Cycle
12.0 Editing on the Web App » 12.5 Documents Edit » 12.5.5 Document Objects Approval Cycle
Web Modelers can set Approval Cycles on Document Objects. To learn how to set Approval Cycles, click here
12.1.5.8 Associate Master Data Objects
12.0 Editing on the Web App » 12.1 General Edit » 12.1.8 Tree Selector (Editing) » 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…
12.2.2.2.10 Associate Objects to 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 » 12.2.2.2.10 Associate Objects to Shapes
As process mappers and viewers, information richness improves overall understanding of the maps. One important aspect of this is visual information. Web Modelers can associate objects to shapes display the flow of data through a process map. The Associate Objects to…
12.6.5 Risk Objects Approval Cycle
12.0 Editing on the Web App » 12.6 Risk Edit » 12.6.5 Risk Objects Approval Cycle
Web Modelers can set Approval Cycles on Risk Objects. To learn how to set Approval Cycles, click here
12.7.5 Control Objects Approval Cycle
12.0 Editing on the Web App » 12.7 Control Edit » 12.7.5 Control Objects Approval Cycle
Web Modelers can set Approval Cycles on Control Objects. To learn how to set Approval Cycles, click here
12.9.8 Merge Master Data Objects
12.0 Editing on the Web App » 12.9 Master Data Edit » 12.9.8 Merge Master Data Objects
Users can merge similar objects in the EPC, allowing you to combine multiple objects into one. This action will allow you to remove duplicate items while maintaining their content and relationships in the application. This capability is typically used in some of the…
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.
12.9.7 Move Master Data Objects
12.0 Editing on the Web App » 12.9 Master Data Edit » 12.9.7 Move Master Data Objects
Users can move Entities, Attributes and Master Data Folders within the Rule Module in the EPC. In Edit Mode, Master Data Folders can be moved from: Folder to Folder Folder to Set (Vice Versa) Entities & Attributes can be moved from Folder to Folder To move…
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
12.9.4 Publish Master Data Objects
12.0 Editing on the Web App » 12.9 Master Data Edit » 12.9.4 Publish Master Data Objects
Once Web Modelers finished creating Master Data Objects, they can publish it and allow all users with rights to view the objects. To learn how to publish objects, click here