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4.2.1.4.1 Customize My Objects Widgets
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.4 How to Customize Widgets » 4.2.1.4.1 Customize My Objects Widgets
The “My Objects” window allows users to view any objects associated to the processes they are tied to within the EPC. Customizing “My Objects” will allow users to view multiple different object types in one or multiple Widget windows based on personal…
4.2.1.4.3 Customize My Performance Widgets
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.4 How to Customize Widgets » 4.2.1.4.3 Customize My Performance Widgets
Customizing “My Performance” will allow users to prioritize key information related to their job responsibilities and performance. Please see the instructions below to customize the “My Performance” Widget. 1. Upon login, you will be greeted with the following…
4.2.1.4.4 Customize My Actions Widgets
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.4 How to Customize Widgets » 4.2.1.4.4 Customize My Actions Widgets
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 follow the instructions below to customize the “My Actions” Widget. 1. Upon login, you will…
4.2.1.4 How to Customize Widgets
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.4 How to Customize Widgets
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…
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…
4.4.4.1.1.4 Subscribe
4.0 Navigating the Web App » 4.4 Process » 4.4.4 Details » 4.4.4.1 Navigation » 4.4.4.1.1 Toolbar » 4.4.4.1.1.4 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…
4.2.1.4.4.1 Widget Filter Categories
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.4 How to Customize Widgets » 4.2.1.4.4 Customization Rules » 4.2.1.4.4.1 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…
2.6 Widgets
2.0 EPC 10 Functions and Features » 2.6 Widgets
EPC 10 offers a customizable home page for all users, featuring a variety of widgets that users can add/remove to enhance clarity and user functionality. These widgets are designed to give a quick view of crucial and pertinent information to the user upon system login.…
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. What and how they display the information is fully customizable. Furthermore, you can have multiple widgets on your home page and you can place…
4.2.1.3 How to Add Widgets from Home Page
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.3 How to Add Widgets from Home Page
Outlined below are the steps required to add Widgets from your Home page; 1. Navigate cursor to the icon listed in the top right corner of the Home page 2. Select the “Manage Widgets” option and it will generate a drop-down menu and select icon and you…
4.2 Home
4.0 Navigating the Web App » 4.2 Home
When you login to the EPC Web App, you will be directed to the Home page by default. Here, you can add and customize various widgets related to EPC objects (Processes, Documents, Performances, etc.). It is encouraged to customize your individual home page based job…
4.2.1.4.4 Customization Rules
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.4 How to Customize Widgets » 4.2.1.4.4 Customization Rules
EPC Web App uses 2 sets of rules to allow users to filter information. These rules, once at work, allow users to filter increase precision, or expand the scope of the information they are looking to display in the Widget they are customizing. Rule…
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…
4.4.2.2 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);…
4.5.3.1.1.6 Options
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 » 4.5.3.1.1.6 Options
The Options 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…
4.6.3.1.1.6 Options
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 » 4.6.3.1.1.6 Options
The Options 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…
4.7.3.1.1.6 Options
4.0 Navigating the Web App » 4.7 Documents » 4.7.3 Graph » 4.7.3.1 Graph Navigation » 4.7.3.1.1 Navigating In Graphs » 4.7.3.1.1.6 Options
The Options 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…
4.10.3.1.1.6 Options
4.0 Navigating the Web App » 4.10 Rule » 4.10.3 Graph » 4.10.3.1 Graph Navigation » 4.10.3.1.1 Navigation In Graphs » 4.10.3.1.1.6 Options
The Options 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…
4.9.3.1.1.6 Options
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 » 4.9.3.1.1.6 Options
The Options 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…
4.11.3.1.1.6 Options
4.0 Navigating the Web App » 4.11 Master Data » 4.11.3 Graph » 4.11.3.1 Graph Navigation » 4.11.3.1.1 Navigation In Graphs » 4.11.3.1.1.6 Options
The Options 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…
4.8.3.1.1.6 Options
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 » 4.8.3.1.1.6 Options
The Options 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…
7.1 Approval Cycle
7.0 Approvals & Confirmations » 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…
4.2.1.6 How to Relocate Widgets within Home Page
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.6 How to Relocate Widgets within Home Page
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. Here are the 3 main…
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…
4.4.3.2 Map Graph
4.0 Navigating the Web App » 4.4 Process » 4.4.3 Graph » 4.4.3.2 Map Graph
A Map graph represents the typical pictorial view of a business process. It is the most common process viewing format, displaying the process in typical BPMN format. This process view allows users to view business processes, associated activities and items. The EPC…
4.4.2.2.3 Add Filter
4.0 Navigating the Web App » 4.4 Process » 4.4.2 List » 4.4.2.2 Filtering » 4.4.2.2.3 Add Filter
You can add filters to see processes and other specific flow objects of your choice. Type what you are looking for (Seq #, Name), select the filter in the drop-down menu (Role, Documents, Description, My RASCI-VS, Type, Performance), or define the range of dates…
4.2.1.1 Default Widgets
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.1 Default Widgets
System Administrators will set default widgets for users based on their forecasted needs. It is still encouraged to customize these widgets based on job requirements. Users can also reset their homepages to the default standard. Please see How to Reset Default Widgets…
1.1 Process Viewing
1.0 Enterprise Process Center » 1.1 Process Viewing
Accessed initially as a list view, the EPC Web App allows users to view their business processes in a customizable and color coded environments. These views have various view-specific options that the user can define to display the process in a way that best suits…
4.4.3 Graph
4.0 Navigating the Web App » 4.4 Process » 4.4.3 Graph
Graphs are used as the primary visual representation of business processes. Graphs allow organizations and users to map out their processes and provide key stakeholders with process-specific information. They provide users with a high-level overview of processes, the…
9.2.1 Home Page Widgets
9.0 Environment Admin » 9.2 Environment Defaults » 9.2.1 Home Page Widgets
Environment Admins can select the default Widget layout for environment users. Selecting the default layout will allow environment admins to control the initial settings of users Home pages, as well as provide the template should users reset their home page. To Set a…
4.4.3.1.1.5 Options
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 » 4.4.3.1.1.5 Options
The Options 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…
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…
4.6.3 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,…
4.4 Process
4.0 Navigating the Web App » 4.4 Process
The Web App allows users to view their business processes in a customizable and color coded environment. Process viewing is the primary function of the Web App in the EPC. The Web App allows users to view, monitor, and optimize business processes. The EPC provides 3…
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…
4.4.3.2.4 Map Options Customization
4.0 Navigating the Web App » 4.4 Process » 4.4.3 Graph » 4.4.3.2 Map Graph » 4.4.3.2.4 Map Options Customization
Users can customize Map Graphs to display specific items, allowing users to better view and analyze business processes. There are a variety of customizable features, which can be located in the options section denoted by icon. Customization Options Item…
4.11.3.1.1.7 Subscribe
4.0 Navigating the Web App » 4.11 Master Data » 4.11.3 Graph » 4.11.3.1 Graph Navigation » 4.11.3.1.1 Navigation In Graphs » 4.11.3.1.1.7 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…
4.9.3.1.1.7 Subscribe
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 » 4.9.3.1.1.7 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…
4.10.3.1.1.7 Subscribe
4.0 Navigating the Web App » 4.10 Rule » 4.10.3 Graph » 4.10.3.1 Graph Navigation » 4.10.3.1.1 Navigation In Graphs » 4.10.3.1.1.7 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…
4.6.3.1.1.7 Subscribe
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 » 4.6.3.1.1.7 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…
4.7.3.1.1.7 Subscribe
4.0 Navigating the Web App » 4.7 Documents » 4.7.3 Graph » 4.7.3.1 Graph Navigation » 4.7.3.1.1 Navigating In Graphs » 4.7.3.1.1.7 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…
4.8.3.1.1.7 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 » 4.8.3.1.1.7 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…
4.4.3.1.1.8 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…
10.7 Risk
10.0 System Admin » 10.7 Risk
System Administrators are responsible to assign the Risk Priorities to analyze Risks. 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…
4.5.3.1.1.7 Subscribe
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 » 4.5.3.1.1.7 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…
4.6.4.2 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…
10.11 Home Page Widgets
10.0 System Admin » 10.11 Home Page Widgets
System Admins have control over default settings for their specific system. Setting defaults allows System Admins to create templates for the users to optimize their use of the EPC. System Admins can select the default Widget layout for system users. Selecting the…
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…
4.12.2.4 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…
4.4.1 Module Overview
4.0 Navigating the Web App » 4.4 Process » 4.4.1 Module Overview
Process viewing is a key function of the Web App in EPC and allows users to view personal, role and specific company processes. The Web App provides the users with 3 different viewing options to better understand business processes. Dimension Details…
4.5.4.2 Attributes
4.0 Navigating the Web App » 4.5 Performance » 4.5.4 Details » 4.5.4.2 Attributes
Users can find a variety of information about objects and performance measures 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…
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…
4.10.4.2 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…
4.7.2.2 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 Role Empty – The object has no…
9.1.3 Language
9.0 Environment Admin » 9.1 Environment Settings » 9.1.3 Language
Environment Admins can select the Interface default and Content Language for the environment. The languages selected will be the default languages for end users. End users themselves can further customize their language settings. To toggle between languages, please…
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…
4.5.2.2.1 Add Filter
4.0 Navigating the Web App » 4.5 Performance » 4.5.2 List » 4.5.2.2 Filtering » 4.5.2.2.1 Add Filter
You can add filters to see performance measures and other specific objects 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…
4.6.2.2.1 Add Filter
4.0 Navigating the Web App » 4.6 Organization » 4.6.2 List » 4.6.2.2 Filtering » 4.6.2.2.1 Add Filter
You can add filters to see organization units and other specific objects 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…
8.2.1 Environment
8.0 My Profile » 8.2 Preferences » 8.2.1 Environment
An environment is a technological container, created by the System to organize process management data on the database. Similar to a physical storage container, modelers and administrators can use environments to store different pieces of information in different…
10.8.4.3 Delete Attribute
10.0 System Admin » 10.8 Attributes » 10.8.4 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…
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…
4.10.2.2 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…
4.10.4.1.1.2 Subscribe
4.0 Navigating the Web App » 4.10 Rule » 4.10.4 Details » 4.10.4.1 Navigation » 4.10.4.1.1 Toolbar » 4.10.4.1.1.2 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 rules to simplify and centralize monitoring activities. By subscribing to items, users will receive…
4.8.4.1.1.2 Subscribe
4.0 Navigating the Web App » 4.8 Risk » 4.8.4 Details » 4.8.4.1 Navigation » 4.8.4.1.1 Toolbar » 4.8.4.1.1.2 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 rules to simplify and centralize monitoring activities. By subscribing to items, users will receive…
4.9.4.1.1.2 Subscribe
4.0 Navigating the Web App » 4.9 Control » 4.9.4 Details » 4.9.4.1 Navigation » 4.9.4.1.1 Toolbar » 4.9.4.1.1.2 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 rules to simplify and centralize monitoring activities. By subscribing to items, users will receive…
4.11.4.1.1.2 Subscribe
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 » 4.11.4.1.1.2 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 Master Data items to simplify and centralize monitoring activities. By subscribing to items, users will…
4.7.4.1.1.4 Subscribe
4.0 Navigating the Web App » 4.7 Documents » 4.7.4 Details » 4.7.4.1 Navigation » 4.7.4.1.1 Toolbar » 4.7.4.1.1.4 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…
4.6.4.1.1.2 Subscribe
4.0 Navigating the Web App » 4.6 Organization » 4.6.4 Details » 4.6.4.1 Navigation » 4.6.4.1.1 Toolbar » 4.6.4.1.1.2 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…
4.8.2.2 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…
4.9.2.2 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…
4.4.3.1 Graph Navigation
4.0 Navigating the Web App » 4.4 Process » 4.4.3 Graph » 4.4.3.1 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…
4.5 Performance
4.0 Navigating the Web App » 4.5 Performance
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…
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…
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…
4.7.3.3 Hierarchy Graph
4.0 Navigating the Web App » 4.7 Documents » 4.7.3 Graph » 4.7.3.3 Hierarchy Graph
Hierarchy Graphs allows users to view the vertical and horizontal hierarchy of Folders and Documents This view provides users with a graphical representation of where specific Documents fit within the overall organization. This allows organizational users to understand…
4.10.3.3 Hierarchy Graph
4.0 Navigating the Web App » 4.10 Rule » 4.10.3 Graph » 4.10.3.3 Hierarchy Graph
Hierarchy Graphs allows users to view the vertical and horizontal hierarchy of Rule Sets and Rule Folders.This view provides users with a graphical representation of where specific Rules fit within the overall organization. This allows organizational users to…
10.6.1 Manage Languages
10.0 System Admin » 10.6 Language » 10.6.1 Manage Languages
System Admins can select the Interface Language and Content Language for the system. The languages selected will be the default languages for end users. End users themselves can further customize their language settings. To toggle between languages, please see the…
10.8.4.1 Add Attribute
10.0 System Admin » 10.8 Attributes » 10.8.4 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…
9.2.2 Process Map Graph Options
9.0 Environment Admin » 9.2 Environment Defaults » 9.2.2 Process Map Graph Options
Environment Admins have the ability to set the Process Map Graph default layouts. Selecting the default layout will allow environment admins to control the initial setting of Process Map Graph viewers. Setting the optimal Process Map Graph layout settings will provide…
4.11.3.3 Hierarchy Graph
4.0 Navigating the Web App » 4.11 Master Data » 4.11.3 Graph » 4.11.3.3 Hierarchy Graph
Hierarchy Graphs allows users to view the vertical and horizontal hierarchy of Master Data Sets and Master Data Folders.This view provides users with a graphical representation of where specific Master Data Sets and Master Data Folders fit within the overall…
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…
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…
4.5.4.1.2 Subscribe
4.0 Navigating the Web App » 4.5 Performance » 4.5.4 Details » 4.5.4.1 Toolbar » 4.5.4.1.2 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…
4.6.3.3 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 to see all business…
4.5.3.3 Hierarchy Graph
4.0 Navigating the Web App » 4.5 Performance » 4.5.3 Graph » 4.5.3.3 Hierarchy Graph
Hierarchy Graphs allows users to view the vertical and horizontal hierarchy of Objectives and Performance Measures. This view provides users with a graphical representation of where specific Performance Measures fit within the overall organization. Hierarchy Graphs…
4.4.3.4 Hierarchy Graph
4.0 Navigating the Web App » 4.4 Process » 4.4.3 Graph » 4.4.3.4 Hierarchy Graph
Hierarchy Graphs allows users to view the vertical and horizontal hierarchy of processes. This view provides users with a graphical representation of where specific processes fit within the overall organization. Users can utilize Hierarchy Graphs to view a top-down…
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…
2.4 Favorites and Subscriptions
2.0 EPC 10 Functions and Features » 2.4 Favorites and Subscriptions
As a user, you can identify any object in EPC 10 as a Favorite, which will allow you to easily find them when in list view. List view can also be sorted by favorites to display them on the top or bottom of the list. See the sorting section in each module for more…
4.12.1 Navigation
4.0 Navigating the Web App » 4.12 Collaboration » 4.12.1 Navigation
The Collaboration Module itself compiles, in list form, all collaborative activities that a user is involved with. It provides a consolidated list featuring items that users have commented and discussed, as well as all items engaged in collaborative activities that are…
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…
4.5.2 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…
4.7.3.1.1.1 Fit Screen
4.0 Navigating the Web App » 4.7 Documents » 4.7.3 Graph » 4.7.3.1 Graph Navigation » 4.7.3.1.1 Navigating In Graphs » 4.7.3.1.1.1 Fit Screen
The fit screen function has been implemented to assist users at replacing and re-centering graphs. To use the fit screen button, please see the following instructions. 1. Navigate to a Document within the Documents Module 2. Click on the Quick Graph View icon …
4.7.3.1.1.3 Zoom In
4.0 Navigating the Web App » 4.7 Documents » 4.7.3 Graph » 4.7.3.1 Graph Navigation » 4.7.3.1.1 Navigating In Graphs » 4.7.3.1.1.3 Zoom In
The zoom function has been implemented to assist users in viewing specific items within selected Documents. To use the Zoom In button, please see the following instructions. 1. Navigate to a Document within the Documents Module 2. Click on the Quick Graph View icon …
4.7.3.1.1.4 Zoom Out
4.0 Navigating the Web App » 4.7 Documents » 4.7.3 Graph » 4.7.3.1 Graph Navigation » 4.7.3.1.1 Navigating In Graphs » 4.7.3.1.1.4 Zoom Out
The zoom function has been implemented to assist users in viewing specific items within selected Documents. To use the Zoom Out button, please see the following instructions. 1. Navigate to a Document within the Documents Module 2. Click on the Quick Graph View icon …
10.7.3.1 Edit Risk Matrix
10.0 System Admin » 10.7 Risk » 10.7.3 Risk Matrix Settings » 10.7.3.1 Edit Risk Matrix
System Administrators are the ones that assign a name and description for each Risk Likelihood and Risk Impact axis on the Risk Matrix. System Admins are responsible to edit and customize the five Risk Likelihood axis and the five Risk Impact axis System…
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,…
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…
4.9.3.1.1.2 Full Screen
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 » 4.9.3.1.1.2 Full Screen
The fit screen function has been implemented to assist users at viewing Controls, utilizing the full screen of a user. To use the Full Screen button, please see the following instructions. 1. Navigate to a Control Set within the Control Module 2. Click on the Quick…
4.11.3.1.1 Navigation In Graphs
4.0 Navigating the Web App » 4.11 Master Data » 4.11.3 Graph » 4.11.3.1 Graph Navigation » 4.11.3.1.1 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…
4.10.3.1.1 Navigation In Graphs
4.0 Navigating the Web App » 4.10 Rule » 4.10.3 Graph » 4.10.3.1 Graph Navigation » 4.10.3.1.1 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…