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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.
4.7.4.1.1.1 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.
4.6.4.1.1.1 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.
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…
4.10.4.1.1.1 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,…
4.8.4.1.1 Toolbar
4.0 Navigating the Web App » 4.8 Risk » 4.8.4 Details » 4.8.4.1 Navigation » 4.8.4.1.1 Toolbar
The toolbar on the Risk Module provides users with a variety of functions to navigate and leverage the details page. Section 1: items are focused on user viewing and graph functionality. Please see the table below for a full list and description of each…
12.1.3 Edit Toolbar
12.0 Editing on the Web App » 12.1 General Edit » 12.1.3 Edit Toolbar
Web Modelers can view and use the Edit Toolbar if they have the permission to be a Web Modeler, their displayed content is set to Show Latest, their editing tool is the Web and they have the security permission on the object. The boxes on the Edit Toolbar are the…
4.9.4.1.1 Toolbar
4.0 Navigating the Web App » 4.9 Control » 4.9.4 Details » 4.9.4.1 Navigation » 4.9.4.1.1 Toolbar
The toolbar on the Control Module provides users with a variety of functions to navigate and leverage the details page. Item Icon Description Print This button will allow a user to print the details page being viewed …
4.4.3.1.1 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…
4.4.3.1.1.7.1 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…
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…
4.11.4.1.1 Toolbar
4.0 Navigating the Web App » 4.11 Master Data » 4.11.4 Details » 4.11.4.1 Navigation » 4.11.4.1.1 Toolbar
The toolbar on the Master Data Module provides users with a variety of functions to navigate and leverage the details page. Item Icon Description Print This button will allow a user to print the details page being viewed…
4.10.4.1.1 Toolbar
4.0 Navigating the Web App » 4.10 Rule » 4.10.4 Details » 4.10.4.1 Navigation » 4.10.4.1.1 Toolbar
The toolbar on the Rule Module provides users with a variety of functions to navigate and leverage the details page. Item Icon Description Print This button will allow a user to print the details page being viewed …
4.7.4.1.1 Toolbar
4.0 Navigating the Web App » 4.7 Documents » 4.7.4 Details » 4.7.4.1 Navigation » 4.7.4.1.1 Toolbar
The toolbar provides users with a variety of functions to navigate and leverage the details page. Item Icon Description Print This button will allow a user to print the details page being viewed Favorite …
4.4.3.2.6 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 …
4.6.4.1.1 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 …
4.8.3.1.1 Navigation In Graphs
4.0 Navigating the Web App » 4.8 Risk » 4.8.3 Graph » 4.8.3.1 Graph Navigation » 4.8.3.1.1 Navigation In Graphs
Navigation within the graph section is primarily controlled by the toolbars at the top of the page, which is divided into 2 sections. Section 1: items are focused on user viewing and graph functionality. Please see the table below for the list and description of…
4.12.1.1.2 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…
4.8.4.2 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…
4.8.1 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…
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…
4.12.2.2 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)
4.8.3.1.1.1 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 …
4.8.3.1.1.8 Settings
4.0 Navigating the Web App » 4.8 Risk » 4.8.3 Graph » 4.8.3.1 Graph Navigation » 4.8.3.1.1 Navigation In Graphs » 4.8.3.1.1.8 Settings
The Settings button has been added to allow users to customize the Graphs they view. Customization allows users to select exactly what is displayed in each graph, allowing them to prioritize key information in a format of their choice. This section will cover…
4.8.3.1.1.3 Zoom in
4.0 Navigating the Web App » 4.8 Risk » 4.8.3 Graph » 4.8.3.1 Graph Navigation » 4.8.3.1.1 Navigation In Graphs » 4.8.3.1.1.3 Zoom in
The zoom function has been implemented to assist users in viewing specific items within selected Risk items. To use the Zoom In button, please see the following instructions. 1. Navigate to a Risk Unit within the Risk Module 2. Click on the “Quick Graph View icon …
4.8.3 Graph
4.0 Navigating the Web App » 4.8 Risk » 4.8.3 Graph
Graphs are used as a visual representation of Risks. Graphs allow organizations and users to map out their Risks and provide key stakeholders with necessary information. They provide users with a high-level overview of Risks, as well as the processes and roles affected…
10.4.8 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
4.8.2.2.1 Add Filter
4.0 Navigating the Web App » 4.8 Risk » 4.8.2 List » 4.8.2.2 Filtering » 4.8.2.2.1 Add Filter
You can add filters to see Risks and other items of your choice. Type what you are looking for, select the filter in the drop-down menu, or define the range of dates. How to Add Filter 1. Navigate cursor and select the box column you wish to filter. For this example,…
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…
12.5.1.4.4.12 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…
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 …
4.8.4.2.1 Description
4.0 Navigating the Web App » 4.8 Risk » 4.8.4 Details » 4.8.4.2 Attributes » 4.8.4.2.1 Description
The description section of Risks provides users with details relating to what a Risk is, such as information that can assist in understanding Risks assessment and treatment. EPC Modelers are responsible for capturing and populating the description of Risk. The Risk…
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…
4.9.3.1.1 Navigation in Graphs
4.0 Navigating the Web App » 4.9 Control » 4.9.3 Graph » 4.9.3.1 Graph Navigation » 4.9.3.1.1 Navigation in Graphs
Navigation within the graph section is primary controlled by the toolbar at the top of the page. The toolbar is divided into 2 sections. Section 1: items are focussed on user viewing and graph functionality. Please see the table below for a full list and…
4.5.3.1.1 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…
4.4.3.1.1.8 Subscribe
4.0 Navigating the Web App » 4.4 Process » 4.4.3 Graph » 4.4.3.1 Graph Navigation » 4.4.3.1.1 Navigating in Graphs » 4.4.3.1.1.8 Subscribe
The subscribe function, symbolized by the icon, has been added to allow users to track items, objects and processes in the EPC. Users can subscribe to specific items or processes to simplify and centralize monitoring activities. By subscribing to items, users will…
4.8.3.1.1.2 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…
12.4.1 Create Organization Objects
12.0 Editing on the Web App » 12.4 Organization Edit » 12.4.1 Create Organization Objects
Web Modelers can create new Organization Objects on the Web App. These objects can be Organization Unit Sets, Organization Units, Roles, Resources, and Assets. Web Modelers can create new Organization objects by clicking on the button or directly through the Details…
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…
4.12.2 Using Collaboration Features
4.0 Navigating the Web App » 4.12 Collaboration » 4.12.2 Using Collaboration Features
Using the Collaboration feature is allows users and businesses to continuously drive continuous improvement. Users are encouraged to voice their opinion, provide insight and thus, continuously engage in process improvement. The section below will cover: 1. How to…
4.8.3.1.1.5 Subscribe
4.0 Navigating the Web App » 4.8 Risk » 4.8.3 Graph » 4.8.3.1 Graph Navigation » 4.8.3.1.1 Navigation In Graphs » 4.8.3.1.1.5 Subscribe
The subscribe function, symbolized by the icon, has been added to allow users to track items, objects and processes in the EPC. Users can subscribe to specific items or processes to simplify and centralize monitoring activities. By subscribing to items, users will…
4.2.1.1 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…
4.2.1.1.12 My Map Widget
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.1 Widget Dashboard Manager » 4.2.1.1.12 My Map Widget
The map widget shows how many localized processes there are per country on a world map. It allows companies to quickly determine per country basis where their most concentrated amount of localized processes are. *The widget uses the ISO 3166 Alpha-3 code to detect…
12.1.4.2.1 Import Visio Content
12.0 Editing on the Web App » 12.1 General Edit » 12.1.4 Import/Export Content » 12.1.4.2 Import/Export Visio Content » 12.1.4.2.1 Import Visio Content
Follow the steps below to import data from an outside EPC environment. The format of the data file must be .vsdx. *NOTE: Users are now able to import from EPC, Visio and BPMN. 1. From the WebApp Toolbar, select the three dots > Import 2. Select Visio (.vsdx)…
4.2.1 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…
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…
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…
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. …
4.8.3.1.1.4 Zoom Out
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 » 4.8.3.1.1.4 Zoom Out
The zoom function has been implemented to assist users in viewing specific items within selected Risk items. To use the Zoom Out button, please see the following instructions. 1. Navigate to a Risk Unit within the Risk Module 2. Click on the “Quick Graph View icon …
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…
4.9.4.2 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…
4.2.1.1.10 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…
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…
4.12.2.4 Notification and Confirmation
4.0 Navigating the Web App » 4.12 Collaboration » 4.12.2 Using Collaboration Features » 4.12.2.4 Notification and Confirmation
Users who are subscribed, or are associated with RASCI-VS to objects undergoing change, will receive notifications when collaboration engagements are initiated, acted upon and completed. This notification is designed to inform parties of activity related to them, their…
4.12.1.1.2.3 Combine Filter
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 » 4.12.1.1.2.3 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.
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…
4.11.1 Module Overview
4.0 Navigating the Web App » 4.11 Master Data » 4.11.1 Module Overview
EPC’s Master Data module allows users to organize and manage data. The EPC provides 3 different dimensions, allowing users to properly view and understand their organizational structure. Dimension Details 1. List Provides view of all…
4.8.2.2.3 Combine Filter
4.0 Navigating the Web App » 4.8 Risk » 4.8.2 List » 4.8.2.2 Filtering » 4.8.2.2.3 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.
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…
10.0 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…
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…
4.8.4.2.6 Documents
4.0 Navigating the Web App » 4.8 Risk » 4.8.4 Details » 4.8.4.2 Attributes » 4.8.4.2.6 Documents
This section lists all documents that have tied to the Rule 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,…
10.8.4.3 Delete Attribute
10.0 System Admin » 10.8 Attributes » 10.8.4 System Attributes » 10.8.4.3 Delete Attribute
How to delete Attributes 1. Navigate the cursor and select the icon for the Attribute you want to delete 2. The following box will appear and you will be able to delete the Attribute by clicking on the “Delete” box 3. If the Attribute is being…
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…
4.8.2.3 Quick Graph View
4.0 Navigating the Web App » 4.8 Risk » 4.8.2 List » 4.8.2.3 Quick Graph View
Quick Graph View is a feature of the EPC Web App that allows users to immediately view rules in a graph mode. While Graph’s will be further explained below, the Quick Graph View allows users to quickly navigate to a Graph from “List View”. Please see the…
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…
12.4.1.4 Create a Role
12.0 Editing on the Web App » 12.4 Organization Edit » 12.4.1 Create Organization Objects » 12.4.1.4 Create a Role
Roles represent specific skill sets, responsibilities and positions within an organization. They define the requirements needed to perform an activity without ascribing them to a specific individual. One resource may have different responsibilities and job, therefore,…
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…
12.1.4.1.1 Import EPC Content
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 » 12.1.4.1.1 Import EPC Content
Follow the steps below to import data from an outside EPC environment. The format of the data file must be .epc. *NOTE: Users are now able to import from EPC, Visio and BPMN. 1. From the WebApp Toolbar, select the three dots > Import 2. Select EPC (.epc) and…
4.2.1.1.3 My Objects Widget
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.1 Widget Dashboard Manager » 4.2.1.1.3 My Objects Widget
The “My Objects” Widget allows users to feature any object within the EPC on the widget. These items can be processes, process components and/or associated items. Users can easily keep track and access objects associated to their job requirements within…
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…
4.12.2.2.1 Reply
4.0 Navigating the Web App » 4.12 Collaboration » 4.12.2 Using Collaboration Features » 4.12.2.2 Participating in Collaboration » 4.12.2.2.1 Reply
Users can reply to collaboration engagements within the collaboration window. Users are encourgared to share their opinions and perspectives to further promote continuous improvement within an organization. To Reply to a collaboration engagement, please see the steps…
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…
4.12.1.2 Item Pages
4.0 Navigating the Web App » 4.12 Collaboration » 4.12.1 Navigation » 4.12.1.2 Item Pages
Users can access item’s collaboration pages through the specific items pages themselves. This function allows users to immediately engage in collaboration activities within the item they choose to discuss. This allows users to view, analyze and propose changes to…
12.1.8.2 Tree selector (Tree Editing) – Edit Objects
12.0 Editing on the Web App » 12.1 General Edit » 12.1.8 Tree Selector (Editing) » 12.1.8.2 Tree selector (Tree Editing) – Edit Objects
To edit content, everything can be done through right-clicking. Instructions to edit content *The edit action is available for every objects that exists in the tree. The exception is for Resources for the Organization module, that can’t be…
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…
12.1.4.5.2 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…
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…
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…
4.7.4.2.5 Documents
4.0 Navigating the Web App » 4.7 Documents » 4.7.4 Details » 4.7.4.2 Attributes » 4.7.4.2.5 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,…
4.9.3.3 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…
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. …
12.2.2.1.2.5 Fit Screen
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 » 12.2.2.1.2.5 Fit Screen
The Fit Screen function has been implemented to assist Web Modelers at centering the selected process on the Edit screen. The Fit Screen can be accessed when Web Modelers go on Edit Mode. The Fit Screen button is located on the toolbar at the top-left of the Edit…
12.4.1.2 Create an Organization Unit
12.0 Editing on the Web App » 12.4 Organization Edit » 12.4.1 Create Organization Objects » 12.4.1.2 Create an Organization Unit
Organization Units represent the various branches and departments within the enterprise. Divisions within departments can be reflected by creating organization units within higher level organization units. In the context of EPC, Organization Units can be under a set,…
12.1.8.3 Tree selector (Tree Editing) – Delete objects
12.0 Editing on the Web App » 12.1 General Edit » 12.1.8 Tree Selector (Editing) » 12.1.8.3 Tree selector (Tree Editing) – Delete objects
To delete content, everything can be done through right-clicking. Instructions to delete content *The delete action is available for every object that exists in the tree. The exception is for Resources for the Organization module, that can’t be…
12.9.2 Edit Master Data Objects
12.0 Editing on the Web App » 12.9 Master Data Edit » 12.9.2 Edit Master Data Objects
Web Modelers can edit the Details of Master Data objects. They need to navigate to the Edit button of the Master Data 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 Risk
10.0 System Admin » 10.7 Risk
System Administrators are responsible for assigning the Risk Priorities to analyze Risk. System Administrators are the ones that assign a name, a color, and a description to each priority allowing users to obtain a full overview of the risk. System Administrators are…
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. …
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. …
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…
12.2.2.1.2.7 Zoom Out
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 » 12.2.2.1.2.7 Zoom Out
The Zoom Out function has been implemented to assist Web Modelers to zoom out to get a better view of the process on the Edit Screen. The Zoom Out button can be accessed when Web Modelers go on Edit Mode. The Zoom Out button is located on the toolbar at the top-left…