The General Tab contains the fields that identify the selected object. Depending on the object, certain fields may vary. However, these fields are the most common within the EPC Modeler.

Inputting a Name

The Name field is the primary identifier of the selected object.

  1. Select the Name field.
  2. Input name.

Name

The Name field contains text that will serve as the designation of the selected object and will appear in the Explorer Frame and/or the Diagram Frame. The Name field is contained within the General tab of all EPC objects.

Inputting an Identifier

The Identifier field can contain any series of numbers, letters and symbols. The text entered into this field will distinguish between objects that have identical names.

  1. Select the Identifier field.
  2. Input identifier.

Identifier

The Identifier field provides a space in which you can enter a unique identification string for the selected object, which is useful when distinguishing between objects with the same name, or simply to provide a custom classification system for objects you create. The Identifier field is contained within the General tab of most EPC objects.

Inputting a Sequence Number

The sequence number is displayed next to the process name in the Explorer Frame and/or the Diagram Frame. The display depends on the Modeler preference settings, defined in the Admin Module of the EPC Web Portal Interface. Only numbers can be entered into the Sequence # field.

  1. In the General Tab, select the ‘Sequence #’ field.
  2. Input sequence number.

Sequence Number

The numerical values you enter into this field will allow you to organize multiple objects into their proper order and will appear next to the object’s Name in the Explorer Frame and in the Diagram Frame. The Sequence Number field is contained within the General tab of the Process module. Sequence numbers can be manually entered or automatically generated.

Selecting a Type

The Type drop-down contains any object types that have been defined for the selected object in the Admin Module of the EPC Web Portal Interface.

  1. Click the Type drop-down to select type.

Type

The Type drop-down, contained within the General tab of most EPC objects, provides additional details for the selected object. The Type drop-down options are mostly administrator-defined.

Inputting Goals

The Goal field should contain a statement which details the process end goal.

  1. In the General Tab, select ‘Goal’ field.
  2. Input text to illustrate goals.

Assigning Responsibilities (RASCI-VS)

The roles, resources, organizational units and/or assets can be given a RASCI-VS designation on objects. The assigned roles, resources, organizational units and/or assets are then either responsible, * accountable, support, consulted ,informed, verifier or signatory or a combination of responsibilities. Here are the description of each:

  • Responsible – Those who do the work to achieve the task. There is at least one role with a participation type of responsible, although others can be delegated to assist in the work required.
  • Accountable – (also approver or final approving authority) The one ultimately answerable for the correct and thorough completion of the deliverable or task, and the one who delegates the work to those responsible. In other words, an accountable must sign off (approve) on work that responsible provides. There must be only one accountable specified for each task or deliverable.
  • Consulted – Those whose opinions are sought, typically subject matter experts; and with whom there is two-way communication.
  • Informed – Those who are kept up-to-date on progress, often only on completion of the task or deliverable; and with whom there is just one-way communication.
  • Support – Resources allocated to responsible. Unlike consulted, who may provide input to the task, support help complete the task.
  • Verifier – Those who check whether the product meets the acceptance criteria set forth in the product description.
  • Signatory – Those who approve the verify decision and authorize the product hand-off. It seems to make sense that the signatory should be the party being accountable for its success.

To assign a responsibility:

  1. From the Explorer Frame, select the appropriate object.
  2. In the Details Frame, click the General tab.
  3. In the Responsibilities field, click Assign.
  4. The Assign Responsibilities box will pop-up. It contains two tabs, hierarchy and flat. The hierarchy tab displays resources, roles and assets by org units while the flat tab displays them by categories. Select Resources. Select appropriate user. Click Ok.

5. Check either R, A, Su, C, I, V or Si as desired for each role/resource/asset assigned.

6.The user is now the owner of the object. The object is now displayed in the user’s My EPC page.

To assign common responsibilities to multiple objects:

  1. Select multiple objects with shift+click.
  2. Right-click on an object and select Assign Responsibilities from the drop down menu.
  3. The Responsibilities box pops up, from there follow the steps 3-5 of the assign responsibilities guide.

Assign a Director

  1. From the Explorer Frame, select the appropriate checked-out object.
  2. Navigate to the Details Frame. Select General. Next to Owner, click Assign. The Assign Directors dialog is displayed.
  3. Click the Resources folder and select the appropriate user. Click Ok.
  4. The user is now the owner of the object. The object will now be displayed in the user’s My EPC page.

Inputting an Objective

The Objective field should describe the outcome, once the selected control is implemented.

  1. In the General Tab, select Objective field.
  2. Input text.

Assigning Categories

Categories are created through the EPC Web Portal and are useful when executing searches.

  1. In the Categories field, click Assign.
  2. In the pop-up window, select the appropriate Category. Click OK.

Category

The options available in the Category pop-up window will provide additional details for the selected object. The Category field is contained within the General tab of most EPC objects. Multiple categories can be selected by holding down the CTRL or SHIFT key.

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