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12.2.1.4 Create a Process – Details Tab
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.1 Create Process Objects » 12.2.1.4 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…
12.2.1.1.2 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…
12.2.1.1 Create a Process Set
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.1 Create Process Objects » 12.2.1.1 Create a Process Set
Process Sets contain groups of related processes arranged in a hierarchical structure. Process sets enable EPC Modelers to organize an organization’s processes to simplify navigation. EPC Modelers can create new Process Sets on the WebApp. To Create a New…
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…
12.2.1 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:…
12.1.4.5.1.3.3 Object Details – Process
12.0 Editing on the Web App » 12.1 General Edit » 12.1.4 Import/Export Content » 12.1.4.5.1 Import Excel Content » 12.1.4.5.1.3 Excel Spreadsheet Format » 12.1.4.5.1.3.3 Object Details – Process
The object details specific to process are (including the basic object details): Name: The given name of the process. Note that there is a 450 character limit. Identifier: The unique identifier of the process. Note that there is a 36 character limit. Type: The…
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…
12.2.3.2 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:…
12.2.2.2 Map a Process
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.2 Map a Process
Web Modelers can directly map processes on the Web App. The Shape Menu is available in the Full Screen Edit Mode, these shapes are used to map the organization’s processes. The EPC supports the BPMN 2.0 as its standardized modelling notation to graphically…
12.8.1.3 Create a Rule
12.0 Editing on the Web App » 12.8 Rule Edit » 12.8.1 Create Rule Objects » 12.8.1.3 Create a Rule
A Rule is an EPC object that model the structural facts, terms, invariant and constraints by which a company operates. Business rules are used as governance tools for organizations to build a structure that allows businesses to operate on a daily basis. Business rules…
12.4.1.4 Create a Role
12.0 Editing on the Web App » 12.4 Organization Edit » 12.4.1 Create Organization Objects » 12.4.1.4 Create a Role
Roles represent specific skill sets, responsibilities and positions within an organization. They define the requirements needed to perform an activity without ascribing them to a specific individual. One resource may have different responsibilities and job, therefore,…
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…
12.6.1.3 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.…
12.7.1.3 Create a Control
12.0 Editing on the Web App » 12.7 Control Edit » 12.7.1 Create Control Objects » 12.7.1.3 Create a Control
A Control is an EPC object that that models the specific measures implemented to mitigate potential risks within an enterprise. The EPC allows users to integrate Controls as part of business processes, clarifying and communicating the Control’s objective, its…
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…
12.1.2.3.1 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…
12.2.9 Generating a Process Book
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.9 Generating a Process Book
After creating and uploading custom templates, users are able to generate a process book based on the template they have selected. The template will be populated based on the process the user generates the process book on. The process book will then be downloaded on…
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…
12.1.2.2.2 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…
12.1.2.3.2 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…
12.8.1.2 Create a Rule Folder
12.0 Editing on the Web App » 12.8 Rule Edit » 12.8.1 Create Rule Objects » 12.8.1.2 Create a Rule Folder
A Rule Folder contains Rule objects. Web Modelers arrange Rule Folders in a manner that is the most appropriate to the organization’s structure and use them as organization tools. Rule Folders are found within a Set or Folder (as a sub-folder) and are arranged…
12.8.1.1 Create a Rule Set
12.0 Editing on the Web App » 12.8 Rule Edit » 12.8.1 Create Rule Objects » 12.8.1.1 Create a Rule Set
Rule Sets link and store all Rules within the organization’s database. Rule Sets enable Web Modelers to organize an organization’s rules in a hierarchical structure, and have a centralized repository. Web Modelers can create new Rule Sets on the WebApp.…
12.3.1.1 Create a Performance Set
12.0 Editing on the Web App » 12.3 Performance Edit » 12.3.1 Create Performance Objects » 12.3.1.1 Create a Performance Set
Performance sets link and store all company objectives and indicators within the organization’s database. Web Modelers can create new Performance Sets on the WebApp. To Create a New Performance Set, please follow the Create Sets…
12.5.1.1 Create a Document Set
12.0 Editing on the Web App » 12.5 Documents Edit » 12.5.1 Create Document Objects » 12.5.1.1 Create a Document Set
Document Sets link and store all documents within the organization’s database. Document Sets enable Web Modelers to organize an organization’s documents in a hierarchical structure, and have a centralized repository. Web Modelers can create new Document…
12.5.1.2 Create a Document Folder
12.0 Editing on the Web App » 12.5 Documents Edit » 12.5.1 Create Document Objects » 12.5.1.2 Create a Document Folder
A Document Folder contains all of the documents uploaded to the document repository. Web Modelers arrange Document Folders in a manner that is the most appropriate to the organization’s structure and use them as organization tools. Document Folders are found…
12.6.1.2 Create a Risk Folder
12.0 Editing on the Web App » 12.6 Risk Edit » 12.6.1 Create Risk Objects » 12.6.1.2 Create a Risk Folder
A Risk Folder contains Risk objects. Web Modelers arrange Risk Folders in a manner that is the most appropriate to the organization’s structure and use them as organization tools. Risk Folders are found within a Set or Folder (as a sub-folder) and are arranged…
12.6.1.1 Create a Risk Set
12.0 Editing on the Web App » 12.6 Risk Edit » 12.6.1 Create Risk Objects » 12.6.1.1 Create a Risk Set
Risk Sets store all risks within the organization’s database. Risk Sets enable Web Modelers to organize an organization’s risks in a hierarchical structure, and have a centralized repository. Web Modelers can create new Risk Sets on the WebApp. To…
12.7.1.2 Create a Control Folder
12.0 Editing on the Web App » 12.7 Control Edit » 12.7.1 Create Control Objects » 12.7.1.2 Create a Control Folder
A Control Folder contains Control objects. Web Modelers arrange Control Folders in a manner that is the most appropriate to the organization’s structure and use them as organization tools. Control Folders are found within a Set or Folder (as a sub-folder) and…
12.7.1.1 Create a Control Set
12.0 Editing on the Web App » 12.7 Control Edit » 12.7.1 Create Control Objects » 12.7.1.1 Create a Control Set
Control Sets link and store all controls within the organization’s database. Control Sets enable Web Modelers to organize an organization’s controls in a hierarchical structure, and have a centralized repository. Web Modelers can create new Control Sets…
4.4 Process
4.0 Navigating the Web App » 4.4 Process
The Web App allows users to view their business processes in a customizable and color coded environment. Process viewing is the primary function of the Web App in the EPC. The Web App allows users to view, monitor, and optimize business processes. The EPC provides 3…
4.11.4 Details
4.0 Navigating the Web App » 4.11 Master Data » 4.11.4 Details
The Description section is where you will find details about the Master Data folders, Master Data Sets, Entities or Attributes you are observing. This rich text area allows for the display of all additional details that has been uploaded regarding the item in…
4.6.4 Details
4.0 Navigating the Web App » 4.6 Organization » 4.6.4 Details
The Description section is where you will find details about the organization you are observing. This rich text area allows for the display of all additional details that has been uploaded regarding the item in particular. These details provide users with all critical…
4.7.4 Details
4.0 Navigating the Web App » 4.7 Documents » 4.7.4 Details
The Description section is where you will find details about the Documents you are observing. This rich text area allows for the display of all additional details that has been uploaded regarding the item in particular. These details provide users with all critical…
4.10.4 Details
4.0 Navigating the Web App » 4.10 Rule » 4.10.4 Details
The Description section is where you will find details about the Rules folders, Rule Sets, or Rules you are observing. This rich text area allows for the display of all additional details that has been uploaded regarding the item in particular. These details provide…
4.9.4 Details
4.0 Navigating the Web App » 4.9 Control » 4.9.4 Details
The Description section is where you will find details about the Control folders, Control Sets, or Controls you are observing. This rich text area allows for the display of all additional details that has been uploaded regarding the item in particular. These details…
4.5.4 Details
4.0 Navigating the Web App » 4.5 Performance » 4.5.4 Details
The Description section is where you will find details about the Objectives and Performance Measures you are observing. This rich text area allows for the display of all additional details that has been uploaded regarding the item in particular. These details provide…
4.8.4 Details
4.0 Navigating the Web App » 4.8 Risk » 4.8.4 Details
The details section is where users can see all information about items including the Risk Profile Graph. The Description section is where you will find details about the Risk folders, Risk Sets or Risks you are observing. This rich text area allows for the display of…
4.4.4 Details
4.0 Navigating the Web App » 4.4 Process » 4.4.4 Details
The Details section is where you will find details about the process or flow object you are observing. This rich text area allows for the display of all additional details that has been uploaded regarding the item in particular. These details provide users with all…
12.9.1.2 Create a Master Data Folder
12.0 Editing on the Web App » 12.9 Master Data Edit » 12.9.1 Create Master Data Objects » 12.9.1.2 Create a Master Data Folder
A Master Data Folder contains all Entities and Attributes. Web Modelers arrange Master Data Folders in a manner that is the most appropriate to the organization’s structure and use them as organization tools. Master Data Folders are found within a Set or Folder…
12.9.1.1 Create a Master Data Set
12.0 Editing on the Web App » 12.9 Master Data Edit » 12.9.1 Create Master Data Objects » 12.9.1.1 Create a Master Data Set
Master Data Sets are the top level of your Master Data hierarchy. Master Data Sets contain all Master Data folders, which in turn contain the appropriate Entities and Attributes. Organizations can have a centralized Master Data repository. Web Modelers can create new…
12.2.2.2.13.1 Assign Existing Process (Process Shortcut)
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.2 Map a Process » 12.2.2.2.13 Assign Existing Object (Shortcut) » 12.2.2.2.13.1 Assign Existing Process (Process Shortcut)
If a process has been defined in an environment, modelers have the option to re-use the process by creating a shortcut. Process shortcuts are useful if a process is repeated multiple times in other processes; the modeler does not have to create the same process for…
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…
12.1.3.3 New
12.0 Editing on the Web App » 12.1 General Edit » 12.1.3 Edit Toolbar » 12.1.3.3 New
The New button enables Web Modelers to create new objects on the EPC Web App. Web Modelers need to ensure they have the permission to be a Web Modeler, their displayed content is set to Show Latest, and their editing tool is the Web. The New button is available in…
12.11.3.1 Process Analysis
12.0 Editing on the Web App » 12.11 Governance Edit » 12.11.3 Analysis Tab » 12.11.3.1 Process Analysis
The Process Analysis Report is a Microsoft Excel (.xlsx) report dynamically generated based on the Process Analysis data for all Flow Objects within a process. The report produces 3 sheets within the file, one for general analysis, one for the Critical Path, and one…
1.1 Process Viewing
1.0 Enterprise Process Center » 1.1 Process Viewing
Accessed initially as a list view, the EPC Web App allows users to view their business processes in a customizable and color coded environments. These views have various view-specific options that the user can define to display the process in a way that best suits…
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.
12.2.2.5.1 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…
12.2 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…
4.4.3.1.1.12 Process Synchronization
4.0 Navigating the Web App » 4.4 Process » 4.4.3 Graph » 4.4.3.1 Graph Navigation » 4.4.3.1.1 Navigating in Graphs » 4.4.3.1.1.12 Process Synchronization
Process Synchronization allows your global users to easily and seamlessly collaborate within the application. By using the Synchronize feature, your users can visualize and walkthrough processes together, viewing the content they need to understand their processes.…
4.7.4.2.2 File Details
4.0 Navigating the Web App » 4.7 Documents » 4.7.4 Details » 4.7.4.2 Attributes » 4.7.4.2.2 File Details
The file details section will provide users with supplemental information about a document, including file type and size. This information can be useful to end users to understand if a user possesses the necessary software applications to view the document in…
4.4.4.1.2 Details Drilldown
4.0 Navigating the Web App » 4.4 Process » 4.4.4 Details » 4.4.4.1 Navigation » 4.4.4.1.2 Details Drilldown
Users can expand Details lists to view the sub-components of specific EPC objects, folders and sets within the details page. Allowing users to expand sub-components lets users quickly navigate various details sections within the same page. Use the sub-component…
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…
12.1.2.1 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…
12.1.2.2 Create Folders
12.0 Editing on the Web App » 12.1 General Edit » 12.1.2 Create » 12.1.2.2 Create Folders
Folder are used to group objects, similar to the way you use folders on your computer. In the context of EPC, folders can be under a set, or under another folder as a sub-folder. There can be many levels of folders, each with objects within. Web Modelers can create…
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…
1.0 Enterprise Process Center
1.0 Enterprise Process Center
Enterprise Process Center (EPC) helps companies gain a 360 degree blueprint of the organization in support of complex improvement, compliance and transformation initiatives. The EPC goes beyond process mapping & analysis, it covers the full spectrum of lifecycle…
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…
12.2.8 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
12.2.6 Process Approval Cycle
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.6 Process Approval Cycle
Web Modelers can set Approval Cycles on Process Objects. To learn how to set Approval Cycles, click here
4.13.3.1 Process Analysis Workbooks
4.0 Navigating the Web App » 4.13 Governance » 4.13.3 Analysis » 4.13.3.1 Process Analysis Workbooks
To be able to understand current process status and to continuously progress, it is important to know in depth the processes and the objects directly connected to them. From the Analysis Tab, you can generate Process Analysis Workbooks for each object’s parent in…
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…
4.4.3.2.4 Process Preference View
4.0 Navigating the Web App » 4.4 Process » 4.4.3 Graph » 4.4.3.2 Map Graph » 4.4.3.2.4 Process Preference View
The Process Preference View is based on the preferred view for each specific process. Each process has its individual properties, like name, process description, sequence number, etc. Similarly, each process also has its own BPMN properties. Process modelers are able…
12.5.1.4.4.2 Process 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 » 12.5.1.4.4.2 Process Book Tags
The following tags belong to the “object” object, and must be written inside a section for “object” (See the first section (Object) of General Object Tags) *Remember that you must write all tags within a higher level tag(s):…
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…
12.5.1.3.3 Generated from Template
12.0 Editing on the Web App » 12.5 Documents Edit » 12.5.1 Create Document Objects » 12.5.1.3 Create a Document » 12.5.1.3.3 Generated from Template
Generated from Template documents are a special type of documents that allow users to generate Standard Operating Procedures using a template and a process. It can be used to generate various custom documents depending on the chosen template. Creating a Generated from…
12.1.1.4.1 Lock – Process Editing
12.0 Editing on the Web App » 12.1 General Edit » 12.1.1 WebApp Editing Rules » 12.1.1.4 Edit Lock » 12.1.1.4.1 Lock – Process Editing
In terms of editing, the Process Module is a bit different from all other modules: users can edit content from the Graph page and from the Details page. By clicking on any “Edit” button, a user locks the object in both the Graph and the Details page for…
12.11.3.1.1 General Process Analysis Report
12.0 Editing on the Web App » 12.11 Governance Edit » 12.11.3 Analysis Tab » 12.11.3.1 Process Analysis » 12.11.3.1.1 General Process Analysis Report
Users can generate General Process Analysis Reports, generating an Excel (.xlsx) report with detailed information about Critical Paths, Hight Risk Paths, and detailed timelines. Users have 2 ways of generating these reports: 1 In the Governance Module a) Navigate to…
9.2.2 Process Map Graph Options
9.0 Environment Admin » 9.2 Environment Defaults » 9.2.2 Process Map Graph Options
Environment Admins have the ability to set the Process Map Graph default layouts. Selecting the default layout will allow environment admins to control the initial setting of Process Map Graph viewers. Setting the optimal Process Map Graph layout settings will provide…
12.9.1.3 Create an Entity
12.0 Editing on the Web App » 12.9 Master Data Edit » 12.9.1 Create Master Data Objects » 12.9.1.3 Create an Entity
Entities are Master Data objects. Entities allow the user to define the specific object types that are passed along through an organization’s processes, allowing the user to fully integrate and reuse the objects. You can find Entities within the Master Data…
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…
12.9.1.4 Create an Attribute
12.0 Editing on the Web App » 12.9 Master Data Edit » 12.9.1 Create Master Data Objects » 12.9.1.4 Create an Attribute
Attributes represent individual, atomic pieces of data. Entities contain Attributes, and Web Modelers are responsible to assign the Attributes to their respective Entity. In the Master Data structure, Attributes are found within Master Data Folders. For instructions…
12.3.1.2 Create an Objective
12.0 Editing on the Web App » 12.3 Performance Edit » 12.3.1 Create Performance Objects » 12.3.1.2 Create an Objective
An Objective is a textual definition of what needs to be achieved in the company. Objectives can be flexibly defined as anything from company-wide mission statements to more granular, low-level objectives. In the context of EPC, Objectives can be under a Performance…
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…
12.4.1 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…
12.4.1.5 Create an Asset
12.0 Editing on the Web App » 12.4 Organization Edit » 12.4.1 Create Organization Objects » 12.4.1.5 Create an Asset
Assets represent non‐human entities that perform work or are utilized by Resources to perform work within the organization. Assets are pieces of equipment essential to the business, and help automating tasks. Assets are found within the Units 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…
12.6.1 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…
12.3.1 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…
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.…
10.6.2.2 Add New Languages
10.0 System Admin » 10.6 Localization » 10.6.2 Apply New Languages » 10.6.2.2 Add New Languages
To Apply a New Language 1. Navigate to the System Admin section 2. Select the Languages tab 3. In the Manage Content Languages, select the “Add New Language” toolbar 4. This will generate a drop-down menu featuring available languages 5. Select the desired…
10.6.2 Apply New Languages
10.0 System Admin » 10.6 Localization » 10.6.2 Apply New Languages
System Administrators are given the ability to edit the language lists featured in the EPC. While there are significant languages that can be added to the EPC, any editing of language will require modifications on the user database and should be avoided during high…
7.2.1 New Version Confirmation
7.0 Approvals, Confirmations and Endorsements » 7.2 Confirmation » 7.2.1 New Version Confirmation
Users who are associated with RASCI-VS to objects undergoing change, will receive notification of the change. This notification is designed to inform parties of changes in processes relevant to them, assuring that changes do not go unnoticed. Users associated with…
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 the Business Rule? This table below describes the fields of this section. Field Description Name…
12.1.4.5.1.3.5 Object Details – Risks
12.0 Editing on the Web App » 12.1 General Edit » 12.1.4 Import/Export Content » 12.1.4.5.1 Import Excel Content » 12.1.4.5.1.3 Excel Spreadsheet Format » 12.1.4.5.1.3.5 Object Details – Risks
The object details specific to process are (including the basic object details): Name: The name of the risk. Note that there is a 450 character limit per name. Identifier: The unique identifier of the risk. Note that there is a 255 character limit per…
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…
12.1.4.5.1.3.2 Object Details – Control
12.0 Editing on the Web App » 12.1 General Edit » 12.1.4 Import/Export Content » 12.1.4.5.1 Import Excel Content » 12.1.4.5.1.3 Excel Spreadsheet Format » 12.1.4.5.1.3.2 Object Details – Control
*NOTE: A legend containing the following information is found on a separate sheet when control data are exported to an Excel spreadsheet file. The object details specific to the EPC object document are (including the basic object details): Identifier: An identifier…
12.1.4.5.1.3.1 Object Details – Document
12.0 Editing on the Web App » 12.1 General Edit » 12.1.4 Import/Export Content » 12.1.4.5.1 Import Excel Content » 12.1.4.5.1.3 Excel Spreadsheet Format » 12.1.4.5.1.3.1 Object Details – Document
The object details specific to documents are (including the basic object details): Identifier: An identifier that is unique to each module. Please note that the character limit for this field is 255 characters. Name: The name of the document. Please note that the…
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…
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…
12.3.2.1 Edit Objective General Details
12.0 Editing on the Web App » 12.3 Performance Edit » 12.3.2 Edit Performance Objects » 12.3.2.1 Edit Objective General Details
The General tab contains the basic information about the Objective as well as the Responsibilities and Associations sections. What is this Objective? This table below describes the fields of this section. Field Description Name The…
12.4.2.2 Edit Role General Details
12.0 Editing on the Web App » 12.4 Organization Edit » 12.4.2 Edit Organization Objects » 12.4.2.2 Edit Role General Details
The General tab contains a section for the basic information about the Role, as well as the Associations section. What is this Role? This table below describes the fields of this section. Field Description Name The name of this Role. A…
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. h2. What is this Asset? This table below describes the fields of this section. Field Description Name…
12.4.2.4 Edit Resource General Details
12.0 Editing on the Web App » 12.4 Organization Edit » 12.4.2 Edit Organization Objects » 12.4.2.4 Edit Resource General Details
The General tab contains a section for the basic information about the Resource, as well as the Responsibilities and Associations sections. What is this Resource? This table below describes the fields of this section. Field Description User…
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…
12.5.2.1 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…
12.6.2.1 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…
12.6.2.3 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…