FEATURE IMPROVEMENTS

Associating Roles with other Roles

Modelers can now assign roles to other roles, allowing a job title to be associated with another more specific role, designating a specialty. For example, if we have the role of laboratory technician, we could associate it with the role of chemical laboratory technician. This improvement can also be useful for associating a shared role. For example, the roles of project coordinator and manager can both be assigned to the role of document writer, as it is part of their duties.

Option to Choose Default Map Page Break Option in SOPs

System administrators now have the option to choose the default “Map Page Break Option” value offered by EPC when a user generates an SOP (object book) so that the option most used by your organization is always displayed first, minimizing the number of clicks.

Here’s what to input in the advanced settings to get the default option desired:

Identifier Column Added to the List Page in the Glossary Module

There is now an “identifier” filter column in the list page of the Glossary module to allow users to easily search and identify objects when, for example, there are several with the same name.

Copy and Paste Shortcuts

Copy and paste between process edit windows is now supported for shortcuts, which means modelers can copy sub-processes with shortcuts from one process and paste them into another process.

Object Book – Date Fields

When creating an object book, the default date formatting is yyyy/MM/dd. If organizations wish to customize their date formatting, refer to the date-fns’ documentation and use it as follows:

{anyDateAttribute (e.g. chekinDate) | formatDate: 'Pattern' }

Object Book Template – Conditions

There is now an option to show or hide content in your SOPs based on conditions you set in your template syntax.
For example, you want to create a “definitions” section in your SOP that contains linked terms in the process description. On the other hand, you have a document and an entity that are also linked, as follows:

Use this syntax in the section to display only the term and its description, as follows:

Object Book Template – Generation Date

The download date of object books is now displayed when {generationDate | formatDate: 'P'} is added to the template syntax. This feature is handy for organizations that need to provide a copy to external parties, such as stakeholders or vendors, so they can ensure the content is current and valid.

Object Book Template – Filters

It is now possible to filter content by name in the payload so that users can customize their SOP templates and include only values that match their business needs. For example, you can filter the object’s custom attributes to include only those that are relevant, as the list of object attributes can sometimes be long.

{#templaterConfig}{#subject}{#object}{#properties}{#attributeName == “Document Classification"}attributeValueText{/}{/properties}{/object}{/subject}{/templaterConfig}

Object Book Template – Endorsement Cycle

To allow users to include object endorsement cycles in their SOPs, cycle data such as endorsement date, version number, etc. are added to the payload.

Object Book Template – Custom Rich Text Font

Users can choose the font for the rich text sections (description, goal, etc.) in their SOPs for a custom document with a uniform appearance. To do this, users need to add [font-family: “Desired Font”] in their syntax, as follows: