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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…
4.11.2.2 Filtering
4.0 Navigating the Web App » 4.11 Master Data » 4.11.2 List » 4.11.2.2 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. You can filter the Master Data list by the following. Component Description Name Textual search for any…
4.7.2.2 Filtering
4.0 Navigating the Web App » 4.7 Documents » 4.7.2 List » 4.7.2.2 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. You can filter the Document list by the following. Column Options Name Textual search for any existing name…
4.9.2.2 Filtering
4.0 Navigating the Web App » 4.9 Control » 4.9.2 List » 4.9.2.2 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. You can filter the Control list by the following. Component Description Name Textual search for any existing…
4.8.2.2 Filtering
4.0 Navigating the Web App » 4.8 Risk » 4.8.2 List » 4.8.2.2 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. You can filter the Risk list by the following. Component Description Name Textual search for any existing…
4.10.2.2 Filtering
4.0 Navigating the Web App » 4.10 Rule » 4.10.2 List » 4.10.2.2 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. You can filter the Rule list by the following. Component Description Name Textual search for any existing…
10.1.3.2 Filtering
10.0 System Admin » 10.1 General » 10.1.3 Manage EPC Sessions » 10.1.3.2 Filtering
System Admins can Filter the EPC sessions by: Column Options Name Textual search for any existing name of an EPC Session Name Type Portal Modeler Host Textual search for any existing name of a Host …
4.6.2.2 Filtering
4.0 Navigating the Web App » 4.6 Organization » 4.6.2 List » 4.6.2.2 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. You can filter the Organization list by the following. Column Options Name Textual search for any existing…
4.5.2.2 Filtering
4.0 Navigating the Web App » 4.5 Performance » 4.5.2 List » 4.5.2.2 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. You can filter the Performance list by the following. Component Description Name Textual search for any…
4.4.2.2 Filtering
4.0 Navigating the Web App » 4.4 Process » 4.4.2 List » 4.4.2.2 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 or view. You can filter the Process list by sequence number (Seq#); Name; Role; Documents; My RASCI-VS; Type (Process or Flow Object);…
12.1.9.6 Filtering Columns
12.0 Editing on the Web App » 12.1 General Edit » 12.1.9 List View » 12.1.9.6 Filtering Columns
1. Navigate to the list view on any module 2. Once on the list view, either click on the of a column or on the Filters Panel located to the right 3. Select the filtering options (Filtering options varies between columns)
4.6.2 List
4.0 Navigating the Web App » 4.6 Organization » 4.6.2 List
List view allows you to see all organization items that you have access to, including the specific details within them. Viewing organization items in a list allows users to have a quick view of various organization items, facilitating navigation. List view provides a…
9.1.4 Archive
9.0 Environment Admin » 9.1 Environment Settings » 9.1.4 Archive
Environment administrators have access to a cumulative list of all archived objects within the EPC. This list is comprised of all objects deleted within the application. This list provides your administrators with the ability to see and find any item deleted in the…
4.4.2 List
4.0 Navigating the Web App » 4.4 Process » 4.4.2 List
List view allows you to see all processes that you have access to, including the flow objects within them. Viewing processes in a list allows users to have a quick view of various processes and associated objects, facilitating navigation. List view provides a variety…
4.5.2 List
4.0 Navigating the Web App » 4.5 Performance » 4.5.2 List
List view allows you to see all performance measures that you have access to, including the specific details within them. Viewing performance items in a list allows users to have a quick view of various performance measures and associated objects, facilitating…
4.13.1 Overview
4.0 Navigating the Web App » 4.13 Governance » 4.13.1 Overview
Users can view Governance information in List Mode within the Overview Tab. Users can Sort and Filter through the information in order to find their desired process. Users can view the following information: Name Type Role Status Version Modified Date Last…
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
4.13.2 Maturity
4.0 Navigating the Web App » 4.13 Governance » 4.13.2 Maturity
Users can view process maturity information within the Governance Maturity Tab. Process Maturity information reflects the current states of a business process, as well as the planned improvements scheduled by the organization. Users can view the following information…
4.13.3 Analysis
4.0 Navigating the Web App » 4.13 Governance » 4.13.3 Analysis
The Analysis tab allows users to view critical process information, facilitating understanding, decision making, and process optimization. Users can view process information in List Mode Process Analysis Workbooks Users can view the following information in List…
12.1.9 List View
12.0 Editing on the Web App » 12.1 General Edit » 12.1.9 List View
The list view allows users to see all the objects types that they have access to, including the specific details within them. The current list view has many features that allows the user to set a personalized view of their column selection on any modules. The table…
4.8.2 List
4.0 Navigating the Web App » 4.8 Risk » 4.8.2 List
List view allows you to see all Risk items that you have access to, including the specific details within them. Viewing Risk items in a list allows users to have a quick view of various Risk items, facilitating navigation. The EPC Web App provides users with 3 major…
4.7.2 List
4.0 Navigating the Web App » 4.7 Documents » 4.7.2 List
List view allows you to see all documents that you have access to, including the specific details within them. Viewing items in a list allows users to have a quick view documents and associated objects, facilitating navigation. List view provides a variety of…
4.2.1.3.1 Layout Options
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.3 Customize Home Page Layout » 4.2.1.3.1 Layout Options
Default Widget Layout The Home page can feature up to 4 Widgets at a given time in the following layout Centralized Widget Layout Users can center a Widget within a page. This provides a centralized view of a specific Widget, but comes at the expense of…
4.6.4.2 Attributes
4.0 Navigating the Web App » 4.6 Organization » 4.6.4 Details » 4.6.4.2 Attributes
Users can find a variety of information about objects within the details section. This information allows users to fully understand all information about specific items, and provides users with a specific destination that can be used to see and gather all relevant…
4.2.1.2.8.1 Widget Filter Categories
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.2 Customize Widgets Content » 4.2.2 Widget Filter Rules » 4.2.1.2.8.1 Widget Filter Categories
Filters interact differently with one another. Given the large number of filtering criteria available for users to customize, understanding the relationships of these filters is important when customizing Widgets. Outlined below will be the relationships between 1. My…
4.6.4.2.4 Documents
4.0 Navigating the Web App » 4.6 Organization » 4.6.4 Details » 4.6.4.2 Attributes » 4.6.4.2.4 Documents
This section lists all documents that have tied to the item being viewed. This provides users with a list of relevant documents, as well at the ability to directly access these documents. Users are additionally provided details regarding the document type (docx, pptx,…
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…
4.11.4.2 Attributes
4.0 Navigating the Web App » 4.11 Master Data » 4.11.4 Details » 4.11.4.2 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 Entity and Attribute providing users with a specific destination that can be used to see and gather all…
4.10.4.2 Attributes
4.0 Navigating the Web App » 4.10 Rule » 4.10.4 Details » 4.10.4.2 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 Rule, Rule Set or Rule Folder, and provides users with a specific destination that can be used to see…
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…
4.6.2.2.2 Remove Filter
4.0 Navigating the Web App » 4.6 Organization » 4.6.2 List » 4.6.2.2 Filtering » 4.6.2.2.2 Remove Filter
You can remove filters; this will naturally increase the results in your list. Click on the button beside the filter name.
4.2.1.3.3 Move Widgets within a Home Page
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.3 Customize Home Page Layout » 4.2.1.3.3 Move Widgets within a Home Page
Widgets featured on a Home page can be relocated based on user preference of need. Please see the instructions below for full details on Widget relocation 1. Navigate cursor to the extremity of a particular Widget’s border. Navigate cursor until the icon is seen.…
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…
4.6.3.1.1.2 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…
4.6.4.2.2 Organization Sub Units
4.0 Navigating the Web App » 4.6 Organization » 4.6.4 Details » 4.6.4.2 Attributes » 4.6.4.2.2 Organization Sub Units
The Organization Sub Units section displays all the sub-components of a specific organizational unit. It provides a textual hierarchy of units, and the sub-units associated. To navigate directly to the object, click on the icon. Users can click on the…
4.6.1 Module Overview
4.0 Navigating the Web App » 4.6 Organization » 4.6.1 Module Overview
Organization viewing is a key function of the EPC and allows users to view personal, role and company structure. The EPC provides 3 different dimensions, allowing users to properly view and understand their organizational structure. Dimension Details…
4.6.2.3 Quick Graph View
4.0 Navigating the Web App » 4.6 Organization » 4.6.2 List » 4.6.2.3 Quick Graph View
Quick Graph View is a feature of the EPC Web App that allows users to immediately view a graph associated with an Organizational item. While Graph’s will be further explained below, the Quick Graph View allows users to quickly navigate to a Graph from “List…
4.2.1.3 Customize Home Page Layout
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.3 Customize Home Page Layout
Users can customize the layout of their home page for an optimal interactive experience. Widgets can be moved in the home page, adjusted left, right or center, as well as resized to display more or fewer widgets on the user’s home page. The Customize Home Page…
4.10.2 List
4.0 Navigating the Web App » 4.10 Rule » 4.10.2 List
List view allows you to see all rule items that you have access to, including the specific details within them. Viewing rule items in a list allows users to have a quick view of various Rule items, facilitating navigation. The EPC Web App provides users with 3 major…
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…
4.6.3.1.1.4 Zoom In
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 » 4.6.3.1.1.4 Zoom In
The zoom function has been implemented to assist users in viewing specific items within selected Organization items. To use the Zoom In button, please see the following instructions. 1. Navigate to an Org Unit within the Organization Module 2. Click on the “Quick…
4.7.4.2 Attributes
4.0 Navigating the Web App » 4.7 Documents » 4.7.4 Details » 4.7.4.2 Attributes
Users can find a variety of information about Documents within the details section. This information allows users to fully understand all information about specific items, and provides users with a specific destination that can be used to see and gather all relevant…
4.4.4.2 Attributes
4.0 Navigating the Web App » 4.4 Process » 4.4.4 Details » 4.4.4.2 Attributes
Users can find a variety of information about processes within the details section. This information allows users to fully understand all information about specific items, and provides users with a specific destination that can be used to see and gather all relevant…
10.2.8 Filter Environment Table
10.0 System Admin » 10.2 Environment » 10.2.8 Filter Environment Table
In order to facilitate navigation, the WebApp allows System Admins to easily filter the Environment table. Admins can filter the Environment table by typing the name of an existing environment name on the search box. The Filtering section will cover the…
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…
4.6.4.1.1 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 …
12.6.1.3 Create a Risk
12.0 Editing on the Web App » 12.6 Risk Edit » 12.6.1 Create Risk Objects » 12.6.1.3 Create a Risk
A Risk is an EPC object that models potential risks within an enterprise.Risks can come from uncertainty in financial markets, project failures, legal liabilities, credit risk, accidents, natural causes and disasters as well as deliberate attacks from an adversary.…
12.2.2.2.10.1 Associate Documents to Artifacts
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.2 Map a Process » 12.2.2.2.10 Associate Objects to Shapes » 12.2.2.2.10.1 Associate Documents to Artifacts
As process mappers and viewers, information richness improves overall understanding of the maps. One important aspect of this is visual information. For this reason, Web Modelers can add the shape of an Artifact and associate Documents to the shape to display how a…
4.11.2 List
4.0 Navigating the Web App » 4.11 Master Data » 4.11.2 List
List view allows users to see all Master Data Set, Master Data Folders, Entities and Attributes they have access to, including the specific details within them. Viewing Master Data items in a list allows users to have a quick view of various Master Data items,…
12.2.2.2.10.2 Associate Assets to Data Stores
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.2 Map a Process » 12.2.2.2.10 Associate Objects to Shapes » 12.2.2.2.10.2 Associate Assets to Data Stores
As process mappers and viewers, information richness improves overall understanding of the maps. One important aspect of this is visual information. For this reason, Web Modelers can add the shape of a Data Store and associate an Asset to the shape to display the…
4.6.3 Graph
4.0 Navigating the Web App » 4.6 Organization » 4.6.3 Graph
Graphs are used as a visual representation of Organizational items. Graphs allow users to map out their organization and provide key stakeholders with item-specific information. They provide users with a high-level overview of Organization, the associated roles,…
4.6.3.3 Hierarchy Graph
4.0 Navigating the Web App » 4.6 Organization » 4.6.3 Graph » 4.6.3.3 Hierarchy Graph
Hierarchy Graphs allows users to view the vertical and horizontal hierarchy of an organization. This view provides users with a graphical representation of where specific Org Units fit within the overall organization. Hierarchy Graphs show users all business…
10.6.2.3 Remove Languages
10.0 System Admin » 10.6 Localization » 10.6.2 Apply New Languages » 10.6.2.3 Remove Languages
Removing languages will remove user’s ability to view specific content created in the language deleted. While removing a language does not delete the overall content, it removes user’s ability to query information created in this language. To remove a language,…
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…
6.1 Notification Organization
6.0 Notifications » 6.1 Notification Organization
Users can filter through their notifications to help themselves in finding the desired item. Using the filters within the notifications window will allow users to quickly and efficiently find the item they are searching for. Users are provided with 3 main…
10.6.2.4 Reorder Languages
10.0 System Admin » 10.6 Localization » 10.6.2 Apply New Languages » 10.6.2.4 Reorder Languages
The order of the languages represents the hierarchy of data searching activities. This meaning, that when users query content, which is available in multiple languages, the data which will be ultimately featured is prioritized based on the order of the languages.…
6.2.2 Firefox Notifications
6.0 Notifications » 6.2 Enable/Disable Browser Notifications » 6.2.2 Firefox Notifications
Enabling Notifiations To enable browser notifications for Mozilla Firefox, please see the steps below: First Time Users 1. When logging into your EPC Web App for the first time, you will receive the following 2. Select “Allow Notifications” Repeat…
FAQs
FAQs
Please review the following questions. A short response has been prepared on this page, with a links to sections that can provide further details provided as well. 1. Why can’t I login? There are a few reasons why users may have difficulty logging into the EPC…
4.9.2 List
4.0 Navigating the Web App » 4.9 Control » 4.9.2 List
List view allows you to see all Control items that you have access to, including the specific details within them. Viewing Control items in a list allows users to have a quick view of various Control items, facilitating navigation. The EPC Web App provides users with…
4.4.3.1.1.6 Auto Layout
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 » 4.4.3.1.1.6 Auto Layout
The Auto Layout function has been added to optimize process layout after user editing. To reduce the time consuming process of arranging different items and tasks, the Auto Layout button uses a routing algorithm inbuilt within the EPC to generate a user friendly layout…
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…
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…
4.6.3.1.1.5 Zoom Out
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 Zoom Out
The zoom function has been implemented to assist users in viewing specific items within selected Organization items. To use the Zoom Out button, please see the following instructions. 1. Navigate to an Org Unit within the Organization Module 2. Click on the “Quick…
4.4.3.2.5.7.2 High Risk Path
4.0 Navigating the Web App » 4.4 Process » 4.4.3 Graph » 4.4.3.2 Map Graph » 4.4.3.2.5 Map Options Customization » 4.4.3.2.5.7 Highlight » 4.4.3.2.5.7.2 High Risk Path
The highlight function allows you to highlight the Critical Path, the High Risk Path, or tasks that are Value Added. Addtionally, tasks to which a resource or a role that is linked to your user account can be highlighted and manual vs. automated tasks can be displayed…
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…
4.2.1.1.2 Add Widgets to Home Page
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.1 Widget Dashboard Manager » 4.2.1.1.2 Add Widgets to Home Page
Outlined below are the steps required to add Widgets to your Home page; 1. Navigate cursor to the icon listed in the top right corner of the Home page 2. A drop-down menu will be generated. Click on the box 3. The Dashboard Manager window will open 4.…
4.2.1.1.9 My Actions Pending Widget
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.1 Widget Dashboard Manager » 4.2.1.1.9 My Actions Pending Widget
The “My Actions Pending” Widget allows users to feature the number of actions pending assigned to their role. This widget is a good visual tool enabling users to know the number of items they need to act upon, or are requiring their action. There are 4…
4.4.3.2.5.7.1 Critical Path
4.0 Navigating the Web App » 4.4 Process » 4.4.3 Graph » 4.4.3.2 Map Graph » 4.4.3.2.5 Map Options Customization » 4.4.3.2.5.7 Highlight » 4.4.3.2.5.7.1 Critical Path
The highlight function allows you to highlight the Critical Path, the High-Risk Path, or tasks that are Value Added. Additionally, tasks to which a resource or a role that is linked to your user account can be highlighted as well. Critical Path: The sequence of flow…
4.4.3.2.5.7.3 Value Added
4.0 Navigating the Web App » 4.4 Process » 4.4.3 Graph » 4.4.3.2 Map Graph » 4.4.3.2.5 Map Options Customization » 4.4.3.2.5.7 Highlight » 4.4.3.2.5.7.3 Value Added
The highlight function allows you to highlight the Critical Path, the High Risk Path, or tasks that are Value Added. Addtionally, tasks to which a resource or a role that is linked to your user account can be highlighted and manual vs. automated tasks can be displayed…
4.4.3.2.5.7.4 My Tasks
4.0 Navigating the Web App » 4.4 Process » 4.4.3 Graph » 4.4.3.2 Map Graph » 4.4.3.2.5 Map Options Customization » 4.4.3.2.5.7 Highlight » 4.4.3.2.5.7.4 My Tasks
The highlight function allows you to highlight the Critical Path, the High Risk Path, or tasks that are Value Added. Addtionally, tasks to which a resource or a role that is linked to your user account can be highlighted as well. My Tasks [ R ]: Flow objects that are…
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…
10.7.4.2.2 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…
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. …
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 …
4.2.1.3.2 Resize Widgets
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.3 Customize Home Page Layout » 4.2.1.3.2 Resize Widgets
Widgets can be re-sized within a page to optimize the Home page of each individual user. Please see the instructions below to re-size Widgets. 1. Navigate cursor to resize icon at the bottom right-hand corner of a Widget 2. Select the icon and resize the Widget…
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…
4.2.1.2 Customize Widgets Content
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.2 Customize Widgets Content
Users can customize both the Widget type, and the items that the widget features. Below is a table listing the widget types available to end users as well as the available items for these widgets System Administrators will set default widgets for users based on their…
10.1.3.2.2 Remove Filter
10.0 System Admin » 10.1 General » 10.1.3 Manage EPC Sessions » 10.1.3.2 Filtering » 10.1.3.2.2 Remove Filter
System Administrators are able to Remove Filters on the Manage EPC sessions after adding a filter. How to Remove Filter To do so, click on the button beside the filter name.
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…
10.2.8.2 Remove Filter
10.0 System Admin » 10.2 Environment » 10.2.8 Filter Environment Table » 10.2.8.2 Remove Filter
System Administrators are able to Remove Filters on the Environment 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. …
4.6.2.2.3 Combine Filter
4.0 Navigating the Web App » 4.6 Organization » 4.6.2 List » 4.6.2.2 Filtering » 4.6.2.2.3 Combine Filter
You can combine filters, meaning you can add any other column filter to isolate results. See above to see how to add filters.
4.6.3.1 Graph Navigation
4.0 Navigating the Web App » 4.6 Organization » 4.6.3 Graph » 4.6.3.1 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 Manual…
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…
6.2.1 Chrome Notifications
6.0 Notifications » 6.2 Enable/Disable Browser Notifications » 6.2.1 Chrome Notifications
To enable or disable browser notifications for Google Chrome, please see the steps below: 1. On your computer, open Chrome. 2. At the top right, click and then Settings. 3. At the bottom, click Advanced. 4. Under “Privacy and security,” click Content…
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…
10.3.8 Filter User Table
10.0 System Admin » 10.3 Users » 10.3.8 Filter User Table
Admins can also search for a User by typing on the search box, either User Name, First Name, Last name, Email. Column Options User Name Textual search for any existing User Name First Name Textual search for any existing…
12.1.4.1.2.2 Export EPC Objects
12.0 Editing on the Web App » 12.1 General Edit » 12.1.4 Import/Export Content » 12.1.4.1 Import/Export EPC Content » 12.1.4.1.2 Export EPC Content » 12.1.4.1.2.2 Export EPC Objects
Follow the steps below to export specific EPC Objects. The export wizard will create a data file with the format .epc. 1. From the WebApp Toolbar, select the three dots > Export 2. Select EPC Single Process or Process Set (.epc) 3. Select one or more…
10.6.2.2 Add New Languages
10.0 System Admin » 10.6 Localization » 10.6.2 Apply New Languages » 10.6.2.2 Add New Languages
To Apply a New Language 1. Navigate to the System Admin section 2. Select the Languages tab 3. In the Manage Content Languages, select the “Add New Language” toolbar 4. This will generate a drop-down menu featuring available languages 5. Select the desired…
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…
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…
12.10.1 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,…
4.2.1.1.6.1 Customize My Actions Widgets
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.1 Widget Dashboard Manager » 4.2.1.1.6 My Actions Widget » 4.2.1.1.6.1 Customize My Actions Widgets
The My Actions Widget allows users to view a list of items they are actively engaging with. Customizing “My Actions” will allow users to view multiple different actions a user must perform in one or multiple Widget windows based on personal preference. Please…
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…
4.12.6.1 Approve Improvement Request
4.0 Navigating the Web App » 4.12 Collaboration » 4.12.6 Improvement Request » 4.12.6.1 Approve Improvement Request
After the Improvement Request is created by an EPC user, users involved, including the accountable user, will receive a notification about the new IR. The Accountable user will have to approve or reject the Improvement Request. If the Improvement Request is created on…
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…
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…
4.2.1.1.10 My Risk Chart Widget
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.1 Widget Dashboard Manager » 4.2.1.1.10 My Risk Chart Widget
The widget My Risk Chart brings great value when users are in charge or tied to high risk tasks and processes. By adding the widget My Risk Chart to their dashboard, users have access to a pie-chart distribution. It displays the residual priority of all risks by…
4.4.3.2.5.7.5 Manual vs. Automated
4.0 Navigating the Web App » 4.4 Process » 4.4.3 Graph » 4.4.3.2 Map Graph » 4.4.3.2.5 Map Options Customization » 4.4.3.2.5.7 Highlight » 4.4.3.2.5.7.5 Manual vs. Automated
The highlight function allows you to highlight the Critical Path, the High Risk Path, or tasks that are Value Added. Addtionally, tasks to which a resource or a role that is linked to your user account can be highlighted as well as the Manual or Automated…
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…
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. …