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:

1) Process Module – Allowing you to create process-based documents, process books and standard operating procedures
2) Organization Module – Allowing you to create Organization, Role, Asset or Resources reports
3) Performance Module – Allowing you to create Objectives and Performance Measurement/Tracking reports
4) Document Module – Allowing you to create document summaries, logs and reports
5) Risk Module – Allowing you to generate risk management reports
6) Control Module – Allowing you to create control logs and documents
7) Rule Module – Allowing you to create rule and policy books
8) Master Data Module – Allowing you to create Master Data, Entity and Attribute Reports

These reports can be generated at:
a) The object level – allowing you to create reports about a specific object
b) The folder, process or org unit level – allowing you to create reports about objects INCLUDING there child objects
c) The Set level – allowing you to create large, summary documents including their child objects

Object Book Generation

To Generate an Object Book

1) Navigate to the Graph or Details Page of the Object

2) Click on the Document Generation icon

3) Preview the template you are looking for by clicking on the preview icon

4) Select the appropriate template using the checkbox on the left

5) Select the any additional parameters

Setting Description
Include Children Will allow you to include any Sub-objects (child objects) within your report. This feature is especially useful when generating documents at folder/set level
Swimlane Image Will allow you to include an process map in swimlane format. Note this is only application to Process Books
Reduce Map Will allow you to shrink the process map image to fit in one page. Note this is only applicable to Process Books
Object Selector Will allow you to select which specific objects will be included. Note this only applies to the Organization, Master Data and Performance Modules

6) Select the ‘Done’ button and the document will begin to generate

Need more help with this?
Visit the Support Portal

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