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4.11.3.1.1.5 Print
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 » 4.11.3.1.1.5 Print
The print button allows users to directly print the details page that they are currently viewing. Selecting the print function will automatically generate a formatted details page printout that a user can print directly.
4.11.4.1.1.1 Print
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 » 4.11.4.1.1.1 Print
The print button allows users to directly print the details page that they are currently viewing. Selecting the print function will automatically generate a formatted details page printout that a user can print directly.
4.5.3.1.1.5 Print
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 » 4.5.3.1.1.5 Print
The print button allows users to directly print the details page that they are currently viewing. Selecting the print function will automatically generate a formatted details page printout that a user can print directly.
4.7.4.1.1.1 Print
4.0 Navigating the Web App » 4.7 Documents » 4.7.4 Details » 4.7.4.1 Navigation » 4.7.4.1.1 Toolbar » 4.7.4.1.1.1 Print
The print button allows users to directly print the details page that they are currently viewing. Selecting the print function will automatically generate a formatted details page printout that a user can print directly.
4.10.3.1.1.5 Print
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 » 4.10.3.1.1.5 Print
!Coming Soon
4.6.4.1.1.1 Print
4.0 Navigating the Web App » 4.6 Organization » 4.6.4 Details » 4.6.4.1 Navigation » 4.6.4.1.1 Toolbar » 4.6.4.1.1.1 Print
The print button allows users to directly print the details page that they are currently viewing. Selecting the print function will automatically generate a formatted details page printout that a user can print directly.
4.4.4.1.1.3 Print
4.0 Navigating the Web App » 4.4 Process » 4.4.4 Details » 4.4.4.1 Navigation » 4.4.4.1.1 Toolbar » 4.4.4.1.1.3 Print
The print button allows users to directly print the details page that they are currently viewing. Selecting the print function will automatically generate a formatted details page printout that a user can print directly.
4.7.3.1.1.5 Print
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 » 4.7.3.1.1.5 Print
The Print button has been added to allow users to easily print a desired graph. To use the Print button, please see the following instructions. 1. Select Print button at the upper left corner of the page 2. A print settings panel will be displayed on the…
12.1.3.1 Print
12.0 Editing on the Web App » 12.1 General Edit » 12.1.3 Edit Toolbar » 12.1.3.1 Print
The print button allows Web- Modelers to directly print the details page that they are currently viewing. Selecting the print function will automatically generate a formatted details page printout that a user can print directly. On the right hand side, click and…
4.6.3.1.1.5 Print
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 » 4.6.3.1.1.5 Print
The print button allows users to directly print the details page that they are currently viewing. Selecting the print function will automatically generate a formatted details page printout that a user can print directly.
4.10.4.1.1.1 Print
4.0 Navigating the Web App » 4.10 Rule » 4.10.4 Details » 4.10.4.1 Navigation » 4.10.4.1.1 Toolbar » 4.10.4.1.1.1 Print
The print button allows users to directly print the details page that they are currently viewing. Selecting the print function will automatically generate a formatted details page printout that a user can print directly.
4.9.4.1.1.1 Print
4.0 Navigating the Web App » 4.9 Control » 4.9.4 Details » 4.9.4.1 Navigation » 4.9.4.1.1 Toolbar » 4.9.4.1.1.1 Print
The print button allows users to directly print the details page that they are currently viewing. Selecting the print function will automatically generate a formatted details page printout that a user can print directly.
4.5.4.1.1 Print
4.0 Navigating the Web App » 4.5 Performance » 4.5.4 Details » 4.5.4.1 Toolbar » 4.5.4.1.1 Print
The print button allows users to directly print the details page that they are currently viewing. Selecting the print function will automatically generate a formatted details page printout that a user can print directly.
4.8.4.1.1.3 Print
4.0 Navigating the Web App » 4.8 Risk » 4.8.4 Details » 4.8.4.1 Navigation » 4.8.4.1.1 Toolbar » 4.8.4.1.1.3 Print
The print button allows users to directly print the details page that they are currently viewing. Selecting the print function will automatically generate a formatted details page printout that a user can print directly.
4.4.3.1.1.7 Print
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 » 4.4.3.1.1.7 Print
The Print button has been added to allow users to easily print a desired graph. To use the Print button, please see the following instructions. 1. Select Print button at the upper left corner of the page 2. A print settings panel will be displayed on the…
4.4.3.2.6.1 Manual Print
4.0 Navigating the Web App » 4.4 Process » 4.4.3 Graph » 4.4.3.2 Map Graph » 4.4.3.2.6 Map Graph Printing » 4.4.3.2.6.1 Manual Print
Users can easily print process maps using EPC’s Manual Print capabilities. Manual printing allows users to re-organize their process maps and select desired content for print. Users have the ability to: Select print area Add / Remove any number of print…
4.4.3.2.6.2 Dynamic Print
4.0 Navigating the Web App » 4.4 Process » 4.4.3 Graph » 4.4.3.2 Map Graph » 4.4.3.2.6 Map Graph Printing » 4.4.3.2.6.2 Dynamic Print
The goal of Dynamic Print is to allow users to print entire process maps while minimizing manual input or readjustment. It automatically re-positions maps to fit within 1 or many pages depending on the size of the process and the user settings. Like Regular Print,…
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…
4.8.4.1.1 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…
4.4.3.2.6 Map Graph Printing
4.0 Navigating the Web App » 4.4 Process » 4.4.3 Graph » 4.4.3.2 Map Graph » 4.4.3.2.6 Map Graph Printing
Users are able to print their Map Graphs by clicking on the Print button on the toolbar. See Instructions below. There are 2 Print Modes from which the user can choose, see Manual Print and Dynamic Print 1. Select Print button at the upper left corner of the page …
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 …
4.4.3.1.1 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…
4.8.3.1.1.1 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 …
12.5.1.4.4.12 Generated from Template 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 » 12.5.1.4.4.12 Generated from Template Tags
Generated from Template documents are a special type of documents that allow users to create more detailed Standard Operating Procedures or similar types of documents. Refer to the Generated from Template section for more information. This section of the help manual…
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…
4.8.3.1.1 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…
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 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…
4.8.3.1.1.2 Full 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 » 4.8.3.1.1.2 Full Screen
The full screen function has been implemented to assist users at viewing Risks, utilizing the full screen of a user. To use the Full Screen button, please see the following instructions. 1. Navigate to a Risk Set within the Risk Module 2. Click on the Quick Graph…
4.4.3.1.1.7.1 Printing from Internet Explorer
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 » 4.4.3.1.1.7 Print » 4.4.3.1.1.7.1 Printing from Internet Explorer
Internet Explorer sets default margins, headers and footers, all of which take up extra space on EPC prints. Consequentially, this can result in: Map overlaps onto EPC footers Truncated maps Empty pages To ensure an optimal print of process maps from Internet…
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…
12.1.2.3.2 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…
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…
10.4 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…
4.7.4.1.1 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 …
10.8.3.1 Add Category
10.0 System Admin » 10.8 Attributes » 10.8.3 Categories » 10.8.3.1 Add Category
How to Add a Category 1. Navigate to the System Admin Section 2. Select the Attributes tab under the System Admin section 3. To add a new Category, select the button 4. This will create a pop-up window allowing System Admins to fill in the appropriate…
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…
4.9.3.3 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…
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…
12.1.3.12.8 Browse Versions
12.0 Editing on the Web App » 12.1 General Edit » 12.1.3 Edit Toolbar » 12.1.3.12 Tools » 12.1.3.12.8 Browse Versions
Users are able to browse previous versions of any objects in EPC and restore them. Browsing previous versions is available in the following modules: Process Document Organization Rule Risk Control Performance Master Data Accessing a previous version To…
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…
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…
12.1.4.5.2 Export Excel Content
12.0 Editing on the Web App » 12.1 General Edit » 12.1.4 Import/Export Content » 12.1.4.5 Import/Export Excel Content » 12.1.4.5.2 Export Excel Content
Environment Admins can export EPC content into an Excel spreadsheet. This feature is useful to quickly create an Excel Document containing the EPC content selected by the Admin. To export an Excel file, follow the steps below: 1. Within the EPC menu (located on the…
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…
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 …
10.8.2.1 Add Object Type
10.0 System Admin » 10.8 Attributes » 10.8.2 Object Types » 10.8.2.1 Add Object Type
How to Add an Object Type 1. Navigate to the System Admin Section 2. Select the Attributes tab under the System Admin section 3. To add a new object type, select the button 4. This will create a pop-up window allowing System Admins to fill in the appropriate…
12.2.2.8.4 Tree selector – Merge Inputs and Outputs
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.8 Inputs and Outputs » 12.2.2.8.4 Tree selector – Merge Inputs and Outputs
To reach the tree selector window, you need to click on the following button. Steps to get there are detailed in Inputs and Outputs. To merge content, everything is done through right-clicking. Instructions to merge content *The merge action is available only for…
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…
4.9.4.2 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…
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…
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…
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…
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…
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…
12.5.2 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…
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…
10.8.4.1 Add Attribute
10.0 System Admin » 10.8 Attributes » 10.8.4 System Attributes » 10.8.4.1 Add Attribute
How to Add an Attribute 1. Navigate to the System Admin Section 2. Select the Attributes tab under the System Admin section 3. To add a new Attribute, select the button 4. This will create a pop-up window allowing System Admins to fill in the appropriate…
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…
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…
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…
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…
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 …
4.8.1 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…
12.4.2 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…
12.1.1.3 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…
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…
12.1.4.4 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…
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…
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…
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…
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…
12.1.4.2.2 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…
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. …
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…
4.12.2.2 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)
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…
4.8.3.1.1.8 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…
12.1.5.4 Associate Business Rules
12.0 Editing on the Web App » 12.1 General Edit » 12.1.5 Associations » 12.1.5.4 Associate Business Rules
Business Rules Business Rules can be associated to Processes, Flow Objects, Assets, and Business Rules (as Child Rules). Business Rules are stored and managed in the Rules Module. Under this sub-section of the General Details, Web Modelers can assign Business Rules to…
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 …
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: …
4.11.3.3 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…
12.4.1.8 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…
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…
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…
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 …
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…
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
12.1.4.2.1 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)…
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…
12.8 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…
10.7.4.1.1.2 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…
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…
4.3.2 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…
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…
8.2.1 Environment
8.0 My Profile » 8.2 Preferences » 8.2.1 Environment
An environment is a technological container, created by the System to organize process management data on the database. Similar to a physical storage container, modelers and administrators can use environments to store different pieces of information in different…
4.5.3.1.1.2 Fit Screen
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 » 4.5.3.1.1.2 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 Performance Measure within the Performance Module 2. Click on the…