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4.11.3.1.1.7 Subscribe
4.0 Navigating the Web App » 4.11 Master Data » 4.11.3 Graph » 4.11.3.1 Graph Navigation » 4.11.3.1.1 Navigation In Graphs » 4.11.3.1.1.7 Subscribe
The subscribe function, symbolized by the icon, has been added to allow users to track items, objects and processes in the EPC. Users can subscribe to specific items or processes to simplify and centralize monitoring activities. By subscribing to items, users will…
4.11.4.1.1.4 Subscribe
4.0 Navigating the Web App » 4.11 Master Data » 4.11.4 Details » 4.11.4.1 Navigation » 4.11.4.1.1 Toolbar » 4.11.4.1.1.4 Subscribe
The subscribe function, symbolized by the icon, has been added to allow users to track items, objects and processes in the EPC. Users can subscribe to specific Master Data items to simplify and centralize monitoring activities. By subscribing to items, users will…
4.5.3.1.1.7 Subscribe
4.0 Navigating the Web App » 4.5 Performance » 4.5.3 Graph » 4.5.3.1 Graph Navigation » 4.5.3.1.1 Navigating In Graphs » 4.5.3.1.1.7 Subscribe
The subscribe function, symbolized by the icon, has been added to allow users to track items, objects and processes in the EPC. Users can subscribe to specific items or processes to simplify and centralize monitoring activities. By subscribing to items, users will…
4.9.3.1.1.8 Subscribe
4.0 Navigating the Web App » 4.9 Control » 4.9.3 Graph » 4.9.3.1 Graph Navigation » 4.9.3.1.1 Navigation in Graphs » 4.9.3.1.1.8 Subscribe
The subscribe function, symbolized by the icon, has been added to allow users to track items, objects and processes in the EPC. Users can subscribe to specific items or processes to simplify and centralize monitoring activities. By subscribing to items, users will…
4.7.4.1.1.4 Subscribe
4.0 Navigating the Web App » 4.7 Documents » 4.7.4 Details » 4.7.4.1 Navigation » 4.7.4.1.1 Toolbar » 4.7.4.1.1.4 Subscribe
The subscribe function, symbolized by the icon, has been added to allow users to track items, objects and processes in the EPC. Users can subscribe to specific items or processes to simplify and centralize monitoring activities. By subscribing to items, users will…
4.10.3.1.1.7 Subscribe
4.0 Navigating the Web App » 4.10 Rule » 4.10.3 Graph » 4.10.3.1 Graph Navigation » 4.10.3.1.1 Navigation In Graphs » 4.10.3.1.1.7 Subscribe
The subscribe function, symbolized by the icon, has been added to allow users to track items, objects and processes in the EPC. Users can subscribe to specific items or processes to simplify and centralize monitoring activities. By subscribing to items, users will…
4.6.4.1.1.4 Subscribe
4.0 Navigating the Web App » 4.6 Organization » 4.6.4 Details » 4.6.4.1 Navigation » 4.6.4.1.1 Toolbar » 4.6.4.1.1.4 Subscribe
The subscribe function, symbolized by the icon, has been added to allow users to track items, objects and processes in the EPC. Users can subscribe to specific items or processes to simplify and centralize monitoring activities. By subscribing to items, users will…
4.4.4.1.1.4 Subscribe
4.0 Navigating the Web App » 4.4 Process » 4.4.4 Details » 4.4.4.1 Navigation » 4.4.4.1.1 Toolbar » 4.4.4.1.1.4 Subscribe
The subscribe function, symbolized by the icon, has been added to allow users to track items, objects and processes in the EPC. Users can subscribe to specific items or processes to simplify and centralize monitoring activities. By subscribing to items, users will…
4.7.3.1.1.8 Subscribe
4.0 Navigating the Web App » 4.7 Documents » 4.7.3 Graph » 4.7.3.1 Graph Navigation » 4.7.3.1.1 Navigating In Graphs » 4.7.3.1.1.8 Subscribe
The subscribe function, symbolized by the icon, has been added to allow users to track items, objects and processes in the EPC. Users can subscribe to specific items or processes to simplify and centralize monitoring activities. By subscribing to items, users will…
12.1.3.2 Subscribe
12.0 Editing on the Web App » 12.1 General Edit » 12.1.3 Edit Toolbar » 12.1.3.2 Subscribe
The subscribe function, symbolized by the icon, has been added to allow Web Modelers to track objects in the EPC. By subscribing to objects, Web Modelers will receive notifications when objects are altered or optimized. The Subscribe button is available for all…
4.6.3.1.1.8 Subscribe
4.0 Navigating the Web App » 4.6 Organization » 4.6.3 Graph » 4.6.3.1 Graph Navigation » 4.6.3.1.1 Navigating In Graphs » 4.6.3.1.1.8 Subscribe
The subscribe function, symbolized by the icon, has been added to allow users to track items, objects and processes in the EPC. Users can subscribe to specific items or processes to simplify and centralize monitoring activities. By subscribing to items, users will…
4.8.3.1.1.5 Subscribe
4.0 Navigating the Web App » 4.8 Risk » 4.8.3 Graph » 4.8.3.1 Graph Navigation » 4.8.3.1.1 Navigation In Graphs » 4.8.3.1.1.5 Subscribe
The subscribe function, symbolized by the icon, has been added to allow users to track items, objects and processes in the EPC. Users can subscribe to specific items or processes to simplify and centralize monitoring activities. By subscribing to items, users will…
4.10.4.1.1.4 Subscribe
4.0 Navigating the Web App » 4.10 Rule » 4.10.4 Details » 4.10.4.1 Navigation » 4.10.4.1.1 Toolbar » 4.10.4.1.1.4 Subscribe
The subscribe function, symbolized by the icon, has been added to allow users to track items, objects and processes in the EPC. Users can subscribe to specific rules to simplify and centralize monitoring activities. By subscribing to items, users will receive…
4.9.4.1.1.4 Subscribe
4.0 Navigating the Web App » 4.9 Control » 4.9.4 Details » 4.9.4.1 Navigation » 4.9.4.1.1 Toolbar » 4.9.4.1.1.4 Subscribe
The subscribe function, symbolized by the icon, has been added to allow users to track items, objects and processes in the EPC. Users can subscribe to specific rules to simplify and centralize monitoring activities. By subscribing to items, users will receive…
4.5.4.1.4 Subscribe
4.0 Navigating the Web App » 4.5 Performance » 4.5.4 Details » 4.5.4.1 Toolbar » 4.5.4.1.4 Subscribe
The subscribe function, symbolized by the icon, has been added to allow users to track items, objects and processes in the EPC. Users can subscribe to specific items or processes to simplify and centralize monitoring activities. By subscribing to items, users will…
4.8.4.1.1.2 Subscribe
4.0 Navigating the Web App » 4.8 Risk » 4.8.4 Details » 4.8.4.1 Navigation » 4.8.4.1.1 Toolbar » 4.8.4.1.1.2 Subscribe
The subscribe function, symbolized by the icon, has been added to allow users to track items, objects and processes in the EPC. Users can subscribe to specific rules to simplify and centralize monitoring activities. By subscribing to items, users will receive…
4.4.3.1.1.8 Subscribe
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 » 4.4.3.1.1.8 Subscribe
The subscribe function, symbolized by the icon, has been added to allow users to track items, objects and processes in the EPC. Users can subscribe to specific items or processes to simplify and centralize monitoring activities. By subscribing to items, users will…
4.8.3.1.1 Navigation In Graphs
4.0 Navigating the Web App » 4.8 Risk » 4.8.3 Graph » 4.8.3.1 Graph Navigation » 4.8.3.1.1 Navigation In Graphs
Navigation within the graph section is primarily controlled by the toolbars at the top of the page, which is divided into 2 sections. Section 1: items are focused on user viewing and graph functionality. Please see the table below for the list and description of…
4.8.4.1.1 Toolbar
4.0 Navigating the Web App » 4.8 Risk » 4.8.4 Details » 4.8.4.1 Navigation » 4.8.4.1.1 Toolbar
The toolbar on the Risk Module provides users with a variety of functions to navigate and leverage the details page. Section 1: items are focused on user viewing and graph functionality. Please see the table below for a full list and description of each…
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…
4.6.4.1.1 Toolbar
4.0 Navigating the Web App » 4.6 Organization » 4.6.4 Details » 4.6.4.1 Navigation » 4.6.4.1.1 Toolbar
The toolbar provides users with a variety of functions to navigate and leverage the details page. Item Icon Description Print This button will allow a user to print the details page being viewed Favorite …
4.6.3.1.1 Navigating In Graphs
4.0 Navigating the Web App » 4.6 Organization » 4.6.3 Graph » 4.6.3.1 Graph Navigation » 4.6.3.1.1 Navigating In Graphs
Navigation within the graph section is primary controlled by the toolbar at the top of the page. The toolbar is divided into 2 sections. Section 1: items are focussed on user viewing and graph functionality. Please see the table below for a full list and…
4.11.3.1.1 Navigation In Graphs
4.0 Navigating the Web App » 4.11 Master Data » 4.11.3 Graph » 4.11.3.1 Graph Navigation » 4.11.3.1.1 Navigation In Graphs
Navigation within the graph section is primary controlled by the toolbar at the top of the page. The toolbar is divided into 2 sections. Section 1: items are focussed on user viewing and graph functionality. Please see the table below for a full list and…
4.10.3.1.1 Navigation In Graphs
4.0 Navigating the Web App » 4.10 Rule » 4.10.3 Graph » 4.10.3.1 Graph Navigation » 4.10.3.1.1 Navigation In Graphs
Navigation within the graph section is primary controlled by the toolbar at the top of the page. The toolbar is divided into 2 sections. Section 1: items are focussed on user viewing and graph functionality. Please see the table below for a full list and…
4.9.3.1.1 Navigation in Graphs
4.0 Navigating the Web App » 4.9 Control » 4.9.3 Graph » 4.9.3.1 Graph Navigation » 4.9.3.1.1 Navigation in Graphs
Navigation within the graph section is primary controlled by the toolbar at the top of the page. The toolbar is divided into 2 sections. Section 1: items are focussed on user viewing and graph functionality. Please see the table below for a full list and…
4.4.3.1.1 Navigating in Graphs
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
Navigation within the graph section is primary controlled by the toolbar at the top of the page. The toolbar is divided into 2 sections. Section 1 items are focussed on user viewing and graph functionality. Please see the table below for a full list and…
4.7.3.1.1 Navigating In Graphs
4.0 Navigating the Web App » 4.7 Documents » 4.7.3 Graph » 4.7.3.1 Graph Navigation » 4.7.3.1.1 Navigating In Graphs
Navigation within the graph section is primary controlled by the toolbar at the top of the page. The toolbar is divided into 2 sections. Section 1: items are focussed on user viewing and graph functionality. Please see the table below for a full list and…
4.5.3.1.1 Navigating In Graphs
4.0 Navigating the Web App » 4.5 Performance » 4.5.3 Graph » 4.5.3.1 Graph Navigation » 4.5.3.1.1 Navigating In Graphs
Navigation within the graph section is primary controlled by the toolbar at the top of the page. The toolbar is divided into 2 sections. Section 1: items are focused on user viewing and graph functionality. Please see the table below for a full list and…
1.5 Governance
1.0 Enterprise Process Center » 1.5 Governance
EPC Provides team members with a centralized reusable repository that can be worked on by several individuals in-parallel without the risk of neither duplicating content nor over-writing someone else’s work. Employees are notified of newly published versions, are…
4.7.4.1.1 Toolbar
4.0 Navigating the Web App » 4.7 Documents » 4.7.4 Details » 4.7.4.1 Navigation » 4.7.4.1.1 Toolbar
The toolbar provides users with a variety of functions to navigate and leverage the details page. Item Icon Description Print This button will allow a user to print the details page being viewed Favorite …
4.5.4.1 Toolbar
4.0 Navigating the Web App » 4.5 Performance » 4.5.4 Details » 4.5.4.1 Toolbar
The toolbar provides users with a variety of functions to navigate and leverage the details page. Item Icon Descriptions Print This button will allow a user to print the details page being viewed Favorite …
4.11.4.1.1 Toolbar
4.0 Navigating the Web App » 4.11 Master Data » 4.11.4 Details » 4.11.4.1 Navigation » 4.11.4.1.1 Toolbar
The toolbar on the Master Data Module provides users with a variety of functions to navigate and leverage the details page. Item Icon Description Print This button will allow a user to print the details page being viewed…
4.10.4.1.1 Toolbar
4.0 Navigating the Web App » 4.10 Rule » 4.10.4 Details » 4.10.4.1 Navigation » 4.10.4.1.1 Toolbar
The toolbar on the Rule Module provides users with a variety of functions to navigate and leverage the details page. Item Icon Description Print This button will allow a user to print the details page being viewed …
4.4.4.1.1 Toolbar
4.0 Navigating the Web App » 4.4 Process » 4.4.4 Details » 4.4.4.1 Navigation » 4.4.4.1.1 Toolbar
The toolbar provides users with a variety of functions to navigate and leverage the details page. Item Icon Descriptions Value-Stream Navigation The side-to-side arrows allow users to navigate from item to item within a given…
4.8.4.2 Attributes
4.0 Navigating the Web App » 4.8 Risk » 4.8.4 Details » 4.8.4.2 Attributes
Users can find a variety of information about objects within the details section. This information allows users to fully understand all information about a specific Risk, Risk Set or Risk Folder, and provides users with a specific destination that can be used to see…
4.7.4.1 Navigation
4.0 Navigating the Web App » 4.7 Documents » 4.7.4 Details » 4.7.4.1 Navigation
Users can navigate between items using the toolbar at the top of the page. Further details can be found in the toolbar section below. The Toolbar features the following items: Download Preview Subscribe
4.9.4.1.1 Toolbar
4.0 Navigating the Web App » 4.9 Control » 4.9.4 Details » 4.9.4.1 Navigation » 4.9.4.1.1 Toolbar
The toolbar on the Control Module provides users with a variety of functions to navigate and leverage the details page. Item Icon Description Print This button will allow a user to print the details page being viewed …
4.8.3.1 Graph Navigation
4.0 Navigating the Web App » 4.8 Risk » 4.8.3 Graph » 4.8.3.1 Graph Navigation
Understanding how to navigate to graphs and how to navigate within graphs allows users to fully utilize the EPC. Users can navigate to Graph View by using the “Quick Graph View” icon, or by manually navigating to Graph View. This section will outline…
12.2.2.2.8.1 Manually Re-Route Process Flows
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.2 Map a Process » 12.2.2.2.8 Reroute a Flow » 12.2.2.2.8.1 Manually Re-Route Process Flows
Users can Manually Re-Route Process Flows to customize and organize their process maps. To reroute a flow object while keeping the initial location of your ports, please follow the instructions. Navigate to Full Screen Edit Mode, after clicking on Edit Button …
4.8.3.1.1.6 Favorite
4.0 Navigating the Web App » 4.8 Risk » 4.8.3 Graph » 4.8.3.1 Graph Navigation » 4.8.3.1.1 Navigation In Graphs » 4.8.3.1.1.6 Favorite
The favorite button allows users to directly favorite the details page that they are currently viewing.
10.4.8.2 Remove Filter
10.0 System Admin » 10.4 Groups » 10.4.8 Filter Group Table » 10.4.8.2 Remove Filter
System Administrators are able to Remove Filters on the Groups Table after adding a filter How to Remove Filter System Admin first needs to add a filter. Refer to How to Add a Filter To remove the filter, click on the button beside the filter name. …
10.4 Groups
10.0 System Admin » 10.4 Groups
System Administrators can manage groups within the Group’s tab. System Administrators can create and manage groups to assist in user classification and management, as well as control access for different user groups. This allows System Admins to efficiently control…
4.9.4.2 Attributes
4.0 Navigating the Web App » 4.9 Control » 4.9.4 Details » 4.9.4.2 Attributes
Users can find a variety of information about objects within the details section. This information allows users to fully understand all information about a specific Control, Control Set or Control Folder, and provides users with a specific destination that can be used…
10.3.8.2 Remove Filter
10.0 System Admin » 10.3 Users » 10.3.8 Filter User Table » 10.3.8.2 Remove Filter
System Administrators are able to Remove Filters on the Users Table after adding a filter How to Remove Filter System Admin first needs to add a filter. Refer to How to Add a Filter To remove the filter, click on the button beside the filter name. …
10.0 System Admin
10.0 System Admin
System Administrators are the users with the highest level of autonomy and responsibility. They are responsible for overseeing and maintaining the EPC for all system users. To assure that System Administrators can oversee and maintain the EPC effectively, they are…
8.1.1.2 Edit User Profile Picture
8.0 My Profile » 8.1 General » 8.1.1 User Profile Picture » 8.1.1.2 Edit User Profile Picture
After a user added his profile picture, he can edit his profile picture to find the best fit inside the circular window. To edit profile picture, please follow the next steps: 1. Navigate to the “My Profile” section on the EPC WebApp 2. Follow the…
8.0 My Profile
8.0 My Profile
The My Profile section is where you can manage all settings related specifically to your user. It provides a central page where users can see information about their profile, as well as customizes certain sections of the EPC. Navigate to the My Profile…
10.2 Environment
10.0 System Admin » 10.2 Environment
System Administrators will be responsible for creating and managing environments within the EPC. In order for a User to access EPC, the System Admin needs to add the user to their respected environment. Users can be assigned to multiple environments. The Environment…
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.…
4.2.1 Widgets
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets
Widgets are small information windows that fetch and display EPC information in meaningful ways based on your preferences. Having the Widgets on your Home Page, allows you to access key information for your role within the organization easily. What and how Widgets…
8.1.1.1 Add User Profile Picture
8.0 My Profile » 8.1 General » 8.1.1 User Profile Picture » 8.1.1.1 Add User Profile Picture
To add a profile picture to your user, please follow the next steps: 1. Navigate to “My Profile” section on the EPC WebApp 2. Click on the button 3. The following pop-up window will appear 4. To upload a picture, users can “Choose a…
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…
4.9.3.3 Hierarchy Graph
4.0 Navigating the Web App » 4.9 Control » 4.9.3 Graph » 4.9.3.3 Hierarchy Graph
Hierarchy Graphs allows users to view the vertical and horizontal hierarchy of Control Sets and Control Folders.This view provides users with a graphical representation of where specific Controls fit within the overall organization. This allows organizational users to…
4.8.3.3 Hierarchy Graph
4.0 Navigating the Web App » 4.8 Risk » 4.8.3 Graph » 4.8.3.3 Hierarchy Graph
Hierarchy Graphs allows users to view the vertical and horizontal hierarchy of Risk Sets and Risk Folders.This view provides users with a graphical representation of where specific Risks fit within the overall organization. This allows organizational users to…
10.3 Users
10.0 System Admin » 10.3 Users
System Administrators will be responsible for creating and managing users and user profiles within the EPC. Within the Users tab of the System Admin section, Administrators can do the following: Add User Edit Existing User Delete User Add User to Group Add…
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…
8.4 Theme Color Setting
8.0 My Profile » 8.4 Theme Color Setting
The theme roller allows users to edit the color that their EPC Web App displays. The specific color being displayed is represented by an alphanumeric code in the text box. Please see the following instructions to change the color of your EPC Web App 1. Navigate to…
4.12 Collaboration
4.0 Navigating the Web App » 4.12 Collaboration
Collaboration is crucial to organizational success. Interacting with one another, sharing knowledge and expertise, and communicating lessons learned is an important part of growing and developing an organization. The Collaboration Module allows users to interact with…
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…
12.1.4.4 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…
12.1.3.4 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…
9.1.1.1 Theme Color
9.0 Environment Admin » 9.1 Environment Settings » 9.1.1 General » 9.1.1.1 Theme Color
The General environment settings page allows Environment Admins to set the Color Theme for the entire environment. The theme roller allows users to edit the color that their EPC Web App displays. The specific color being displayed is a Hex code in the text box. …
4.6.3.1.1.2 Fit Screen
4.0 Navigating the Web App » 4.6 Organization » 4.6.3 Graph » 4.6.3.1 Graph Navigation » 4.6.3.1.1 Navigating In Graphs » 4.6.3.1.1.2 Fit Screen
The fit screen function has been implemented to assist users at replacing and re-centering the window. To use the fit screen button, please see the following instructions. 1. Navigate to an Org Unit within the Organization Module 2. Click on the “Quick Graph View…
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…
12.1.2 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…
4.12.1.1.2 Filtering
4.0 Navigating the Web App » 4.12 Collaboration » 4.12.1 Navigation » 4.12.1.1 Collaboration Module » 4.12.1.1.2 Filtering
Filtering is a useful way for you to extract a specific subset of EPC content based on conditions related to what you need to find. The Filtering section will cover the following: 1. How to Add Filters 2. How to Remove Filters 3. How to Combine…
10.7.4.1.1.1 Edit Risk Likelihood Name
10.0 System Admin » 10.7 Risk » 10.7.4 Risk Matrix Settings » 10.7.4.1 Edit Risk Matrix » 10.7.4.1.1 Edit Risk Likelihood » 10.7.4.1.1.1 Edit Risk Likelihood Name
A Name is given by the System Admin to each Risk Likelihood to label them. To Edit the Risk Likelihood Name, please follow the next steps Navigate to the System Admin Section Select the Risk tab under the System Admin section Navigate to the Risk Matrix…
10.7.4.2.1 Edit Risk Likelihood Language
10.0 System Admin » 10.7 Risk » 10.7.4 Risk Matrix Settings » 10.7.4.2 Edit Risk Matrix Language » 10.7.4.2.1 Edit Risk Likelihood Language
System Admins can input the Risk Likelihood in a different content language. If the System Admin wants to see the content information about risk settings in different languages, he needs to manually input the translation. For example, if the editing languages available…
4.6.3.1.1.3 Full Screen
4.0 Navigating the Web App » 4.6 Organization » 4.6.3 Graph » 4.6.3.1 Graph Navigation » 4.6.3.1.1 Navigating In Graphs » 4.6.3.1.1.3 Full Screen
The full screen function has been implemented to assist users at viewing Organizational items, utilizing the full screen of a user. To use the Full Screen button, please see the following instructions. 1. Navigate to an Org Unit within the Organization…
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…
12.1.6.3 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…
4.8.1 Module Overview
4.0 Navigating the Web App » 4.8 Risk » 4.8.1 Module Overview
EPC’s Risk Module allows users to view personal, role and company risks. The EPC provides 3 different dimensions, allowing users to properly view and understand their organizational structure. Dimension Details 1. List Provides view of…
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…
10.7.4.1.2.1 Edit Risk Impact Name
10.0 System Admin » 10.7 Risk » 10.7.4 Risk Matrix Settings » 10.7.4.1 Edit Risk Matrix » 10.7.4.1.2 Edit Risk Impact » 10.7.4.1.2.1 Edit Risk Impact Name
A Name is given by the System Admin to each Risk Impact to label them. To Edit the Risk Impact Name, please follow the next steps Navigate to the System Admin Section Select the Risk tab under the System Admin section Navigate to the Risk Matrix…
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,…
12.1.3.13 Object Book Generation
12.0 Editing on the Web App » 12.1 General Edit » 12.1.3 Edit Toolbar » 12.1.3.13 Object Book Generation
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: …
4.8.3.1.1.1 Fit Screen
4.0 Navigating the Web App » 4.8 Risk » 4.8.3 Graph » 4.8.3.1 Graph Navigation » 4.8.3.1.1 Navigation In Graphs » 4.8.3.1.1.1 Fit Screen
The fit screen function has been implemented to assist users at replacing and re-centering performance graphs. To use the fit screen button, please see the following instructions. 1. Navigate to a Risk within the Risk Module 2. Click on the Quick Graph View icon …
10.7.4.2.2 Edit Risk Impact Language
10.0 System Admin » 10.7 Risk » 10.7.4 Risk Matrix Settings » 10.7.4.2 Edit Risk Matrix Language » 10.7.4.2.2 Edit Risk Impact Language
System Admins can input the Risk Impact in a different content language. If the System Admin wants to see the content information about risk settings in different languages, he needs to manually input the translation. For example, if the editing languages available are…
12.1.4.2.1 Import 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 » 12.1.4.2.1 Import Visio Content
Follow the steps below to import data from an outside EPC environment. The format of the data file must be .vsdx. *NOTE: Users are now able to import from EPC, Visio and BPMN. 1. From the WebApp Toolbar, select the three dots > Import 2. Select Visio (.vsdx)…
4.8.3 Graph
4.0 Navigating the Web App » 4.8 Risk » 4.8.3 Graph
Graphs are used as a visual representation of Risks. Graphs allow organizations and users to map out their Risks and provide key stakeholders with necessary information. They provide users with a high-level overview of Risks, as well as the processes and roles affected…
10.7.4.1.1.2 Edit Risk Likelihood Description
10.0 System Admin » 10.7 Risk » 10.7.4 Risk Matrix Settings » 10.7.4.1 Edit Risk Matrix » 10.7.4.1.1 Edit Risk Likelihood » 10.7.4.1.1.2 Edit Risk Likelihood Description
A Description is given by the System Admin to each Risk Likelihood to explain what their label means. This enable users to better understand the Risk Likelihood. To Edit the Risk Likelihood Description, please follow the next steps Navigate to the System Admin…
7.1 Approval Cycle
7.0 Approvals, Confirmations and Endorsements » 7.1 Approval Cycle
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…
10.7.4.1.3.2 Edit Risk Profile Score
10.0 System Admin » 10.7 Risk » 10.7.4 Risk Matrix Settings » 10.7.4.1 Edit Risk Matrix » 10.7.4.1.3 Edit Risk Profile » 10.7.4.1.3.2 Edit Risk Profile Score
System Administrators are responsible to set the Score for the Risk Profile on the Risk Matrix. To Edit the Risk Profile Score, please follow the next steps Navigate to the System Admin Section Select the Risk tab under the System Admin section Navigate…
4.12.2.2 Participating in Collaboration
4.0 Navigating the Web App » 4.12 Collaboration » 4.12.2 Using Collaboration Features » 4.12.2.2 Participating in Collaboration
Users can participate in collaboration engagements in a variety of facets. Users can: 1. Reply to an open engagement 2. Share an engagement or comment 3. Vote on an open engagement, and 4. Close the collaboration engagement (If authorized)
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…
4.8.3.1.1.8 Settings
4.0 Navigating the Web App » 4.8 Risk » 4.8.3 Graph » 4.8.3.1 Graph Navigation » 4.8.3.1.1 Navigation In Graphs » 4.8.3.1.1.8 Settings
The Settings button has been added to allow users to customize the Graphs they view. Customization allows users to select exactly what is displayed in each graph, allowing them to prioritize key information in a format of their choice. This section will cover…
4.8.3.1.1.3 Zoom in
4.0 Navigating the Web App » 4.8 Risk » 4.8.3 Graph » 4.8.3.1 Graph Navigation » 4.8.3.1.1 Navigation In Graphs » 4.8.3.1.1.3 Zoom in
The zoom function has been implemented to assist users in viewing specific items within selected Risk items. To use the Zoom In button, please see the following instructions. 1. Navigate to a Risk Unit within the Risk Module 2. Click on the “Quick Graph View icon …
4.3.2 Navigation within a Module
4.0 Navigating the Web App » 4.3 General Navigation » 4.3.2 Navigation within a Module
The Navigation Tree can be used to help users navigate between different elements within a specific EPC Module. The Tree allows users to navigate through module components following the hierarchy set by process and system modelers. To use the Navigation Tree, please…
10.7.4.2.3 Edit Risk Profile Language
10.0 System Admin » 10.7 Risk » 10.7.4 Risk Matrix Settings » 10.7.4.2 Edit Risk Matrix Language » 10.7.4.2.3 Edit Risk Profile Language
System Admins can view the Risk Profile in a different content language. For example, let’s pretend the editing languages available are English and French. If the System Admin wants to see the content information about Risk Profile in a different language, he…
10.7.4.1.2.2 Edit Risk Impact Description
10.0 System Admin » 10.7 Risk » 10.7.4 Risk Matrix Settings » 10.7.4.1 Edit Risk Matrix » 10.7.4.1.2 Edit Risk Impact » 10.7.4.1.2.2 Edit Risk Impact Description
A Description is given by the System Admin to each Risk Impact to explain what their label means. This enable users to better understand the Risk Impact. To Edit the Risk Impact Description, please follow the next steps Navigate to the System Admin…
4.10.3.3 Hierarchy Graph
4.0 Navigating the Web App » 4.10 Rule » 4.10.3 Graph » 4.10.3.3 Hierarchy Graph
Hierarchy Graphs allows users to view the vertical and horizontal hierarchy of Rule Sets and Rule Folders.This view provides users with a graphical representation of where specific Rules fit within the overall organization. This allows organizational users to…
4.7.3.3 Hierarchy Graph
4.0 Navigating the Web App » 4.7 Documents » 4.7.3 Graph » 4.7.3.3 Hierarchy Graph
Hierarchy Graphs allows users to view the vertical and horizontal hierarchy of Folders and Documents This view provides users with a graphical representation of where specific Documents fit within the overall organization. This allows organizational users to understand…
10.7.4.1.3.1 Edit Risk Profile Priority
10.0 System Admin » 10.7 Risk » 10.7.4 Risk Matrix Settings » 10.7.4.1 Edit Risk Matrix » 10.7.4.1.3 Edit Risk Profile » 10.7.4.1.3.1 Edit Risk Profile Priority
System Administrators are responsible to set the Priority for the Risk Profile on the Risk Matrix. To Edit the Risk Profile Priority, please follow the next steps Navigate to the System Admin Section Select the Risk tab under the System Admin section …
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…
10.4.8 Filter Group Table
10.0 System Admin » 10.4 Groups » 10.4.8 Filter Group Table
Admins can also search for a Group by typing the name of the environment on the search box. The Filtering section will cover the following: 1. How to Add Filters 2. How to Remove Filters 3. How to Combine Filters
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 a…
12.1.3.14 Copy (and Paste) Existing Objects
12.0 Editing on the Web App » 12.1 General Edit » 12.1.3 Edit Toolbar » 12.1.3.14 Copy (and Paste) Existing Objects
The EPC now allows web editors to copy (and paste) existing objects, allowing you to rapidly build content in your application. Copying an existing object will allow you to create an exact copy of the object, maintaining all associations and critical details attached…
4.2.1.1 Widget Dashboard Manager
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.1 Widget Dashboard Manager
The Dashboard Manager is a tool that provides a list with all the Widgets available. It also provides a small description to the user about each Widget. The Dashboard Manager enables users to improve and customize their Home Page dashboard to display the EPC content…
4.11.3.3 Hierarchy Graph
4.0 Navigating the Web App » 4.11 Master Data » 4.11.3 Graph » 4.11.3.3 Hierarchy Graph
Hierarchy Graphs allows users to view the vertical and horizontal hierarchy of Master Data Sets and Master Data Folders.This view provides users with a graphical representation of where specific Master Data Sets and Master Data Folders fit within the overall…
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…