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12.7.2.1 Edit Control General Details

12.0 Editing on the Web App » 12.7 Control Edit » 12.7.2 Edit Control Objects » 12.7.2.1 Edit Control General Details

The General tab contains a section for the basic information about the Control, as well as the Responsibilities and Associations sections. What is this Control? This table below describes the fields of this section. Field Description Name…

12.7.2.2 Edit Control Properties Details

12.0 Editing on the Web App » 12.7 Control Edit » 12.7.2 Edit Control Objects » 12.7.2.2 Edit Control 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…

12.6.2.1 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…

12.4.2.2 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…

12.8.2.1 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…

12.4.2.4 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…

12.9.2.2 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…

12.5.2.1 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…

12.2.3.1 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…

12.4.2.3 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…

12.9.2.1 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…

12.3.2.2 Edit Performance Indicator General Details

12.0 Editing on the Web App » 12.3 Performance Edit » 12.3.2 Edit Performance Objects » 12.3.2.2 Edit Performance Indicator General Details

The General tab contains a section for the basic information about the Performance indicator, where the performance threshold can be assigned, as well as the Responsibilities and Associations sections. What is this Performance Indicator? This table below describes…

12.2.3.3.1 Edit Flow Object General Details

12.0 Editing on the Web App » 12.2 Process Edit » 12.2.3 Edit Process Objects » 12.2.3.3.1 Edit Flow Object General Details

The General tab contains a section for the basic information about the Flow Object, as well as the Responsibilities and Associations sections. Web Modelers can access the Edit Details window for a Flow Object through: The Edit button on the Flow Object’s…

12.4.2.1 Edit Organization Unit General Details

12.0 Editing on the Web App » 12.4 Organization Edit » 12.4.2 Edit Organization Objects » 12.4.2.1 Edit Organization Unit General Details

The General tab contains a section for the basic information about the Organization Unit, as well as the Document Association. What is this Organization Unit? This table below describes the fields of this section. Field Description Name …

12.7 Control Edit

12.0 Editing on the Web App » 12.7 Control Edit

Users can display, classify and associate Controls to mitigate Risks and to ensure that Business Rules are respected and followed.The EPC allows users to integrate Controls as part of business processes, clarifying and communicating the Control’s objective, its…

12.1 General Edit

12.0 Editing on the Web App » 12.1 General Edit

Web Modelers can create and edit objects on the EPC Web App. The General Edit section will cover the following general topics: WebApp Editing Rules Create Edit Toolbar Import/Export Content Associations Properties

12.2.2.7 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…

12.1.4.5.1.3.2 Object Details – Control

12.0 Editing on the Web App » 12.1 General Edit » 12.1.4 Import/Export Content » 12.1.4.5 Import/Export Excel 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…

12.7.2 Edit Control Objects

12.0 Editing on the Web App » 12.7 Control Edit » 12.7.2 Edit Control Objects

Web Modelers can edit the Details of Control objects. They need to navigate to the Edit button of the Control object to access the Edit Details window. The Edit Details window has two tabs, General, and Properties. Under each tab there are different sections where the…

12.2.2.7.2 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…

12.2.2.7.1 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…

12.5.2.2 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…

12.6.2.3 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…

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…

12.2.3.2 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…

12.3.2.3 Edit Performance Objects Properties Details

12.0 Editing on the Web App » 12.3 Performance Edit » 12.3.2 Edit Performance Objects » 12.3.2.3 Edit Performance Objects Properties Details

The Properties tab contains sections for the type, the categories applicable and the attributes. The Properties tab is available for the following Performance Objects: Objectives Performance Indicators Since the Properties sections are common to many EPC…

12.2.3.3 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:…

12.4.2.5 Edit Organization Objects Properties Details

12.0 Editing on the Web App » 12.4 Organization Edit » 12.4.2 Edit Organization Objects » 12.4.2.5 Edit Organization Objects Properties Details

The Properties tab contains sections for the BPMN Properties, the type, the categories applicable and the attributes. The Properties tab is available for the following Organization Objects: Organization Units Roles Assets Resources What are the BPMN…

12.9.2.3 Edit Master Data Objects Properties Details

12.0 Editing on the Web App » 12.9 Master Data Edit » 12.9.2 Edit Master Data Objects » 12.9.2.3 Edit Master Data Objects Properties Details

The Properties tab contains sections for the type, the categories applicable and the attributes. Since the Properties sections are common to many EPC objects, the instructions have been centralized in the Properties section of the user manual. You can find direct…

4.9 Control

4.0 Navigating the Web App » 4.9 Control

Users can display, classify and associate Controls to mitigate Risks and to ensure that Business Rules are respected and followed. The EPC allows users to integrate Controls as part of business processes, clarifying and communicating the Control’s objective,…

9.1.1 General

9.0 Environment Admin » 9.1 Environment Settings » 9.1.1 General

Within the General Tab, Environment Administrators can set default theme and font color for their environments. This allows you to provide a default color for your application, as well as customize the hyperlinks and features throughout your tool. For further…

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…

4.11.4 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…

4.4.4 Details

4.0 Navigating the Web App » 4.4 Process » 4.4.4 Details

The Description 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…

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…

4.8.4 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…

4.6.4 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…

4.10.4 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…

8.1 General

8.0 My Profile » 8.1 General

The General sub-section displays general information about you. This information is uploaded by EPC Modelers and System Administrators. The personal information will be locked but is displayed for a user to see. User can only add and edit his profile picture. You will…

10.1 General

10.0 System Admin » 10.1 General

The General tab in the System Admin has three sections 1. Theme Settings allows System Admins to customize the theme color 2. Publish Queue allows System Admins to view the items that are on the queue as well as to force items to be published 3. Manage EPC Sessions…

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…

12.1.3.4 Edit

12.0 Editing on the Web App » 12.1 General Edit » 12.1.3 Edit Toolbar » 12.1.3.4 Edit

The Edit button enables Web Modelers to edit objects on the EPC Web App. When navigating to the Edit button, Web Modelers will be redirected to the Edit Details window for the object Web Modelers need to ensure they have the permission to be a Web Modeler, their…

12.2.2.9 Edit Responsibilities From Graph Edit

12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.9 Edit Responsibilities From Graph Edit

Modelers are able to add roles, organizational units, resources, assets and assign a responsibilities to them directly in Graph Edit mode. Modelers are able to assign responsibilities to one flow object at a time or to multiple flow objects at the same time.…

12.7.3 Delete Control Objects

12.0 Editing on the Web App » 12.7 Control Edit » 12.7.3 Delete Control Objects

Web Modelers can Delete Control Objects if they have Delete security permission. To learn how delete objects, click here

12.5.1.4.4.8 Control 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 » 12.5.1.4.4.8 Control Book Tags

Templates for Control Books follow the same general structure of the other object books. Refer to the General Tags section for general tags. This section will describe tags that are specific to controls. Tags in this section start from the root array…

4.3 General Navigation

4.0 Navigating the Web App » 4.3 General Navigation

General navigation within the EPC Web App uses a Menu Navigation System. The Tree Navigation System provides a simple navigation window allowing users to navigate to various Modules and within the Modules themselves. The Tree Navigation System provides 2 major…

12.7.9 Generate Control Books

12.0 Editing on the Web App » 12.7 Control Edit » 12.7.9 Generate Control Books

Your EPC now features object book generation, allowing you to leverage your EPC to dynamically create object specific reports and documents. After your editors have created and uploaded document templates you can now uses these templates for the following modules: …

12.3 Performance Edit

12.0 Editing on the Web App » 12.3 Performance Edit

The Web App allows users to monitor the performance of their processes and business activities in a customizable and color coded environment. Viewing Performance Measures provides users with up-to-date information, enabling them to assess and optimize individual…

12.6 Risk Edit

12.0 Editing on the Web App » 12.6 Risk Edit

Risks of all levels can be documented, organized into library structures and communicated to stakeholders via the Web App. The EPC allows users to manage the risks that affect and influence the organization, as well as to identify, monitor, and measure them. Users…

12.1.1.4 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…

12.10 Collaboration Edit

12.0 Editing on the Web App » 12.10 Collaboration Edit

Web Modelers are responsible edit Collaboration objects. The Collaboration Edit section will cover the following: Implement Improvement Requests

10.8.3.2 Edit Category

10.0 System Admin » 10.8 Attributes » 10.8.3 Categories » 10.8.3.2 Edit Category

When needed, administrators can edit Categories. System Admins can perform in-line edits for information displayed in the object type list, or can navigate to the edit section for further editing capabilities. In-Line Editing In line edits can be performed by…

12.2 Process Edit

12.0 Editing on the Web App » 12.2 Process Edit

The Process Module of EPC allows users to create a process map that visually describes the flow of work within the activities of your company. Processes represent individual business processes or procedures and are comprised of sub-processes and activities. Users…

12.11 Governance Edit

12.0 Editing on the Web App » 12.11 Governance Edit

The Governance Module is a centralized place to edit and analyze different elements that are directly related to the processes. This module regroups a lot of information, and allows process owners to have better control, and to add real-time data to their processes. To…

12.8 Rule Edit

12.0 Editing on the Web App » 12.8 Rule Edit

The EPC allows users to view and monitor business rules that control business processes. Business rules are used as governance tools for organizations to build a structure that allows businesses to operate on a daily basis. Users given the permission to be Web…

12.7.6 Control Objects Security

12.0 Editing on the Web App » 12.7 Control Edit » 12.7.6 Control Objects Security

Web Modelers that are System Admins, Environment Admins, have Full Control Allow permission or have Read + Write + Delete Permission can set security permissions on Control Objects. To learn how to set security on an object, click here.

12.7.7 Move Control Objects

12.0 Editing on the Web App » 12.7 Control Edit » 12.7.7 Move Control Objects

Users can move Controls and Control Folders within the Control Module in the EPC. In Edit Mode, Control Folders can be moved from: Folder to Folder Folder to Set (Vice Versa) Controls can be moved from Folder to Folder To move Control Objects, navigate to the…

12.7.8 Merge Control Objects

12.0 Editing on the Web App » 12.7 Control Edit » 12.7.8 Merge Control Objects

Users can merge similar objects in the EPC, allowing you to combine multiple objects into one. This action will allow you to remove duplicate items while maintaining their content and relationships in the application. This capability is typically used in some of the…

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 processes and process 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…

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…

12.7.4 Publish Control Objects

12.0 Editing on the Web App » 12.7 Control Edit » 12.7.4 Publish Control Objects

Once Web Modelers finished creating Control Objects, they can publish it and allow all users with rights to view the objects. To learn how to publish objects, click here

12.7.1 Create Control Objects

12.0 Editing on the Web App » 12.7 Control Edit » 12.7.1 Create Control Objects

Web Modelers can create new Control Objects on the Web App. These objects can be Control Sets, Control Folders, and Controls. Web Modelers can create new Control objects by clicking on the button or directly through the Details Page of a Control Set or Control Folder.…

12.7.1.3 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…

12.5 Documents Edit

12.0 Editing on the Web App » 12.5 Documents Edit

The Document Module of the EPC allows users to store all relevant documents to an organization’s business activities on a centralized, secured, and manageable repository. Web Modelers can add Document objects to the EPC Web App and use EPC’s Document hierarchy…

12.1.3 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…

10.8.4.2 Edit Attribute

10.0 System Admin » 10.8 Attributes » 10.8.4 Attributes » 10.8.4.2 Edit Attribute

When needed, administrators can edit Attributes. System Admins can perform in-line edits for information displayed in the object type list, or can navigate to the edit section for further editing capabilities. In-Line Editing In line edits can be performed by…

10.9.1 Edit Settings

10.0 System Admin » 10.9 Advanced » 10.9.1 Edit Settings

A System Admin can edit the system settings. Editing these settings requires system expertise. For further details of system edits, please see the steps below: 1. Navigate to the “System Admin” section of the EPC 2. Navigate to the “Advanced” tab 3. The…

12.4 Organization Edit

12.0 Editing on the Web App » 12.4 Organization Edit

The Organization Module is a structured viewing model, allowing users to view, navigate and interact with different components of the organization. This module allows users to navigate through an organization to view corporate and department structure, as well as the…

12.7.1.2 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…

12.7.5 Control Objects Approval Cycle

12.0 Editing on the Web App » 12.7 Control Edit » 12.7.5 Control Objects Approval Cycle

Web Modelers can set Approval Cycles on Control Objects. To learn how to set Approval Cycles, click here

12.7.10 Control Object Endorsement Cycle

12.0 Editing on the Web App » 12.7 Control Edit » 12.7.10 Control Object Endorsement Cycle

Web Modelers can set Endorsement Cycles on Control Objects. To learn how to set Endorsement Cycles, click here

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…

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 Import/Export Excel 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…

12.5.1.4.4.1 General Object 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 » 12.5.1.4.4.1 General Object Tags

High Level Tags Note that all examples in this page must be written inside a loop/section for objects or templaterConfig/subject For example, if you want to access data within the “object” object: objects: {#objects}{#object} {name}…

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 Import/Export Excel 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…

12.1.4.5.1.3.3 Object Details – Process

12.0 Editing on the Web App » 12.1 General Edit » 12.1.4 Import/Export Content » 12.1.4.5 Import/Export Excel 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…

10.8.2.2 Edit Object Type

10.0 System Admin » 10.8 Attributes » 10.8.2 Object Types » 10.8.2.2 Edit Object Type

When needed, administrators can edit Object Types. System Admins can perform in-line edits for information displayed in the object type list, or can navigate to the edit section for further editing capabilities. In-Line Editing In line edits can be performed by…

12.4.2 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…

10.7.3.1.1 Edit Risk Likelihood

10.0 System Admin » 10.7 Risk » 10.7.3 Risk Matrix Settings » 10.7.3.1 Edit Risk Matrix » 10.7.3.1.1 Edit Risk Likelihood

System Admins are responsible of giving the appropriate name and description to each Risk Likelihood. System Admins can: Edit Risk Likelihood Name Edit Risk Likelihood Description

10.7.2.1.1 Edit Priority Name

10.0 System Admin » 10.7 Risk » 10.7.2 Risk Priority Settings » 10.7.2.1 Edit Risk Priority » 10.7.2.1.1 Edit Priority Name

A Name is given by the System Admin to each Risk Priority to label them. To Edit the Risk Priority 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 Priority…

10.7.2.1.2 Edit Priority Description

10.0 System Admin » 10.7 Risk » 10.7.2 Risk Priority Settings » 10.7.2.1 Edit Risk Priority » 10.7.2.1.2 Edit Priority Description

A Description is given by the System Admin to each Risk Priority to explain what their label means. This enable users to better understand the priority. To Edit the Risk Priority Description, please follow the next steps Navigate to the System Admin…

10.3.2 Edit Existing User

10.0 System Admin » 10.3 Users » 10.3.2 Edit Existing User

When needed, administrators can edit user information. System Admins can perform in-line edits for information displayed in the user list, or can navigate to the edit section for further editing capabilities. In-Line Editing In line edits can be performed by…

12.2.2.1 Graph Edit Mode

12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.1 Graph Edit Mode

Web Modelers can map and edit graphs when they go on Edit Mode. Understanding how the Edit Mode works and the functions available to edit will allow Web Modelers to fully utilize the EPC. To access the Edit Mode, Web Modelers will need to click on the Edit Button and…

12.8.2 Edit Rule Objects

12.0 Editing on the Web App » 12.8 Rule Edit » 12.8.2 Edit Rule Objects

Web Modelers can edit the Details of Rule objects. They need to navigate to the Edit button of the Rule object to access the Edit Details window. The Edit Details window has two tabs, General, and Properties. Under each tab there are different sections where the Web…

10.7.3.1.2 Edit Risk Impact

10.0 System Admin » 10.7 Risk » 10.7.3 Risk Matrix Settings » 10.7.3.1 Edit Risk Matrix » 10.7.3.1.2 Edit Risk Impact

System Admins are responsible of giving the appropriate name and description to each Risk Impact System Admins can: Edit Risk Impact Name Edit Risk Impact Description

10.7.3.1.3 Edit Risk Profile

10.0 System Admin » 10.7 Risk » 10.7.3 Risk Matrix Settings » 10.7.3.1 Edit Risk Matrix » 10.7.3.1.3 Edit Risk Profile

System Admin is responsible to edit the Risk Profile by inputting a Risk Priority and a Risk Score. *The Risk Likelihood and the Risk Impact for the Risk Profile is automatically set by the axis of the Risk Matrix. The System Admin cannot edit the Likelihood and…

12.2.2.2.2 Edit Shapes Name

12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.2 Map a Process » 12.2.2.2.2 Edit Shapes Name

h3. To Edit Shapes Name, 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 editing tool is the Web. Navigate to Full Screen Edit Mode, after clicking on Edit…

10.9.1.1 Edit EPC Menu

10.0 System Admin » 10.9 Advanced » 10.9.1 Edit Settings » 10.9.1.1 Edit EPC Menu

In the Advanced tab of the the System Admin menu, Admins are able to create & modify: Home Pages on the EPC Menu Links on the EPC Menu

12.2.2.4.2 Edit boundary events

12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.4 Boundary Events » 12.2.2.4.2 Edit boundary events

Web Modelers can edit the characteristic and type of the Boundary Events assigned to Sub-Processes and Tasks. To Edit a Boundary Event, please follow the instructions. *Ensure you are given the permission to be a Web Modeler, the displayed content is set to Show…

12.6.2.2.1 Edit Causes & Effects

12.0 Editing on the Web App » 12.6 Risk Edit » 12.6.2 Edit Risk Objects » 12.6.2.2 Risk Analysis » 12.6.2.2.1 Edit Causes & Effects

EPC’s Risk Module allows users to input the Causes & Effects of Organizational risks, allowing Risk Managers to understand how risks behave in their organizations. Understanding how these risks behave, allows organizational members to view and understand the…

12.6.1.3.1.2 Edit Gross Risk

12.0 Editing on the Web App » 12.6 Risk Edit » 12.6.2 Edit Risk Objects » 12.6.2.2 Risk Analysis » 12.6.1.3.1.2 Edit Gross Risk

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…

12.9 Master Data Edit

12.0 Editing on the Web App » 12.9 Master Data Edit

The Master Data Module in EPC manages your company’s data by defining and sorting entities and attributes. Entities allow the user to define the specific object types that are passed along through your processes. Attributes contain the individual pieces of data that…

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…

10.4.2 Edit Existing Group

10.0 System Admin » 10.4 Groups » 10.4.2 Edit Existing Group

When needed, administrators can edit the Group information. System Admins can perform in-line edits for information displayed in the group list, or can navigate to the edit section for further editing capabilities. In-Line Editing In line edits can be performed by…

12.2.3 Edit Process Objects

12.0 Editing on the Web App » 12.2 Process Edit » 12.2.3 Edit Process Objects

Web Modelers can edit the Details of a Process. They need to navigate to the Edit button of the process to access the Edit Details window. The Edit Details window has three tabs, General, Properties, and Flow Objects. Under each tab there are different sections where…

12.6.1.3.1.3 Edit Residual Risk

12.0 Editing on the Web App » 12.6 Risk Edit » 12.6.2 Edit Risk Objects » 12.6.2.2 Risk Analysis » 12.6.1.3.1.3 Edit Residual Risk

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…

12.6.2 Edit Risk Objects

12.0 Editing on the Web App » 12.6 Risk Edit » 12.6.2 Edit Risk Objects

Web Modelers can edit the Details of Risk Objects. They need to navigate to the Edit button of the object to access the Edit Details window. The Edit Details window has two tabs, General and Properties. Under each tab there are different sections where the Web Modeler…

12.2.2 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…

10.2.2 Edit Existing Environment

10.0 System Admin » 10.2 Environment » 10.2.2 Edit Existing Environment

When needed, administrators can edit environment information. System Admins can perform in-line edits for information displayed in the user list, or can navigate to the edit section for further editing capabilities. In-Line Editing In line edits can be performed by…