English
Français
Deutsch
Interfacing Technologies Corporation
EPC - WebApp Manual — 11.1
13.4
13.3
13.2
13.1
13.0
12.3
12.2
12.1
12.0
Table of Contents
Interfacing Technologies Corporation
EPC - WebApp Manual — 11.1
EPC - WebApp Manual — 13.4
EPC - WebApp Manual — 13.3
EPC - WebApp Manual — 13.2
EPC - WebApp Manual — 13.1
EPC - WebApp Manual — 13.0
EPC - WebApp Manual — 12.3
EPC - WebApp Manual — 12.2
EPC - WebApp Manual — 12.1
EPC - WebApp Manual — 12.0
Technical Support
Disclaimer
FAQs
1.0 Enterprise Process Center
1.1 Process Viewing
1.2 Collaborative Environment
1.3 User Categories
1.4 BPMN 2.0
1.5 Governance
1.6 Performance
3.0 The Web App
3.1 What is the Web App?
3.2 What Can I do in EPC Web App?
3.3 What is RASCI-VS?
4.0 Navigating the Web App
4.1 Logging in
4.1.1 Integrated Login (SSO)
4.2 Home
4.2.1 Widgets
4.2.1.1 Widget Dashboard Manager
4.2.1.1.1 Access Dashboard Manager
4.2.1.1.2 Add Widgets to Home Page
4.2.1.1.3 My Objects Widget
4.2.1.1.4 My Documents Widget
4.2.1.1.5 My Performance Widget
4.2.1.1.6 My Actions Widget
4.2.1.1.7 My Performance Chart Widget
4.2.1.1.8 My Posts & Replies Chart Widget
4.2.1.1.9 My Actions Pending Widget
4.2.1.2 Customize Widgets Content
4.2.1.1.3.1 Customize My Objects Widgets
4.2.1.1.4.1 Customize My Documents Widgets
4.2.1.1.5.1 Customize My Performance Widgets
4.2.1.1.6.1 Customize My Actions Widgets
4.2.1.1.7.1 Customize My Performance Chart Widgets
4.2.1.1.8.1 Customize My Posts & Replies Chart Widgets
4.2.1.1.9.1 Customize My Actions Pending Widgets
4.2.1.2.1 Customization Rules
4.2.1.2.8.1 Widget Filter Categories
4.2.1.3 Customize Home Page Layout
4.2.1.3.1 Layout Options
4.2.1.3.2 Resize Widgets
4.2.1.3.3 Move Widgets within a Home Page
4.2.1.3.4 Remove Widgets from Home Page
4.2.1.4 Reset to Default Widgets
4.3 General Navigation
4.3.1 Navigation between Modules
4.3.2 Navigation within a Module
4.4 Process
4.4.1 Module Overview
4.4.2 List
4.4.2.1 Sorting
4.4.2.2 Filtering
4.4.2.2.1 Default Filter
4.4.2.2.2 Remove Filter
4.4.2.2.3 Add Filter
4.4.2.2.4 Combine Filter
4.4.2.3 Quick Graph View
4.4.3 Graph
4.4.3.1 Graph Navigation
4.4.3.1.1 Navigating in Graphs
4.4.3.1.1.1 Fit Screen
4.4.3.1.1.2 Full Screen
4.4.3.1.1.3 Zoom In
4.4.3.1.1.4 Zoom Out
4.4.3.1.1.5 Options
4.4.3.1.1.6 Auto Layout
4.4.3.1.1.7 Print
4.4.3.1.1.7.1 Printing from Internet Explorer
4.4.3.1.1.8 Subscribe
12.11.3.1 Process Analysis
4.4.3.2 Map Graph
4.4.3.2.1 Graph View
4.4.3.2.2 Swimlanes
4.4.3.2.3 Matrix Swimlanes
4.4.3.2.4 Map Options Customization
4.4.3.3 Impact Graph
4.4.3.4 Hierarchy Graph
4.4.4 Details
4.4.4.1 Navigation
4.4.4.1.1 Toolbar
4.4.4.1.1.1 Value-Stream Navigation
4.4.4.1.1.2 Hierarchy Navigation
4.4.4.1.1.3 Print
4.4.4.1.1.4 Subscribe
4.4.4.1.2 Details Drilldown
4.4.4.2 Attributes
4.4.4.2.1 Description
4.4.4.2.2 Goal
4.4.4.2.3 Responsibilities
4.4.4.2.4 Associations
4.4.4.2.5 Documents
4.4.4.2.6 Master Data
4.4.4.2.7 SIPOC
4.4.4.2.8 Properties
4.5 Performance
4.5.1 Module Overview
4.5.2 List
4.5.2.1 Sorting
4.5.2.2 Filtering
4.5.2.2.1 Add Filter
4.5.2.2.2 Remove Filter
4.5.2.2.3 Combine Filter
4.5.2.3 Quick Graph View
4.5.3 Graph
4.5.3.1 Graph Navigation
4.5.3.1.1 Navigating In Graphs
4.5.3.1.1.1 Fit Screen
4.5.3.1.1.2 Full Screen
4.5.3.1.1.3 Zoom In
4.5.3.1.1.4 Zoom Out
4.5.3.1.1.5 Print
4.5.3.1.1.6 Options
4.5.3.1.1.7 Subscribe
4.5.3.2 Impact Graph
4.5.3.3 Hierarchy Graph
4.5.3.4 Overview Graph
4.5.3.4.1 Inputting Performance
4.5.4 Details
4.5.4.1 Toolbar
4.5.4.1.1 Print
4.5.4.1.2 Subscribe
4.5.4.2 Attributes
4.5.4.2.1 Description
4.5.4.2.2 Responsibilities
4.5.4.2.3 Associations
4.5.4.2.4 Documents
4.5.4.2.5 Properties
4.6 Organization
4.6.1 Module Overview
4.6.2 List
4.6.2.1 Sorting
4.6.2.2 Filtering
4.6.2.2.1 Add Filter
4.6.2.2.2 Remove Filter
4.6.2.2.3 Combine Filter
4.6.2.3 Quick Graph View
4.6.3 Graph
4.6.3.1 Graph Navigation
4.6.3.1.1 Navigating In Graphs
4.6.3.1.1.1 Fit Screen
4.6.3.1.1.2 Full Screen
4.6.3.1.1.3 Zoom In
4.6.3.1.1.4 Zoom Out
4.6.3.1.1.5 Print
4.6.3.1.1.6 Options
4.6.3.1.1.7 Subscribe
4.6.3.2 Impact Graph
4.6.3.3 Hierarchy Graph
4.6.4 Details
4.6.4.1 Navigation
4.6.4.1.1 Toolbar
4.6.4.1.1.1 Print
4.6.4.1.1.2 Subscribe
4.6.4.2 Attributes
4.6.4.2.1 Description
4.6.4.2.2 Organization Sub Units
4.6.4.2.3 Directors
4.6.4.2.4 Documents
4.6.4.2.5 Properties
4.7 Documents
4.7.1 Module Overview
4.7.2 List
4.7.2.1 Sorting
4.7.2.2 Filtering
4.7.2.2.1 Add Filter
4.7.2.2.2 Remove Filter
4.7.2.2.3 Combine Filter
4.7.2.3 Quick Graph View
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
4.7.3.1.1.2 Full Screen
4.7.3.1.1.3 Zoom In
4.7.3.1.1.4 Zoom Out
4.7.3.1.1.5 Print
4.7.3.1.1.6 Options
4.7.3.1.1.7 Subscribe
4.7.3.2 Impact Graph
4.7.3.3 Hierarchy Graph
4.7.4 Details
4.7.4.1 Navigation
4.7.4.1.1 Toolbar
4.7.4.1.1.1 Download
4.7.4.1.1.2 Preview
4.7.4.1.1.3 Print
4.7.4.1.1.4 Subscribe
4.7.4.2 Attributes
4.7.4.2.1 Description
4.7.4.2.2 File Details
4.7.4.2.3 Responsibilities
4.7.4.2.4 Associations
4.7.4.2.5 Documents
4.7.4.2.6 Properties
4.8 Risk
4.8.1 Module Overview
4.8.2 List
4.8.2.1 Sorting
4.8.2.2 Filtering
4.8.2.2.1 Add Filter
4.8.2.2.2 Remove Filter
4.8.2.2.3 Combine Filter
4.8.2.3 Quick Graph View
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
4.8.3.1.1.2 Full Screen
4.8.3.1.1.3 Zoom in
4.8.3.1.1.4 Zoom Out
4.8.3.1.1.5 Print
4.8.3.1.1.6 Options
4.8.3.1.1.7 Subscribe
4.8.3.2 Impact Graph
4.8.3.3 Hierarchy Graph
4.8.3.4 Risk Profile Graph
4.8.4 Details
4.8.4.1 Navigation
4.8.4.1.1 Toolbar
4.8.4.1.1.1 Print
4.8.4.1.1.2 Subscribe
4.8.4.2 Attributes
4.8.4.2.1 Description
4.8.4.2.2 Risk Profile
4.8.4.2.3 Controls
4.8.4.2.4 Micro Risks
4.8.4.2.5 Documents
4.8.4.2.6 Responsibilities
4.8.4.2.7 Properties
4.9 Control
4.9.1 Module Overview
4.9.2 List
4.9.2.1 Sorting
4.9.2.2 Filtering
4.9.2.2.1 Add Filter
4.9.2.2.2 Remove Filter
4.9.2.2.3 Combine Filter
4.9.2.3 Quick Graph View
4.9.3 Graph
4.9.3.1 Graph Navigation
4.9.3.1.1 Navigation in Graphs
4.9.3.1.1.1 Fit Screen
4.9.3.1.1.2 Full Screen
4.9.3.1.1.3 Zoom in
4.9.3.1.1.4 Zoom Out
4.9.3.1.1.5 Print
4.9.3.1.1.6 Options
4.9.3.1.1.7 Subscribe
4.9.3.2 Impact Graph
4.9.3.3 Hierarchy Graph
4.9.4 Details
4.9.4.1 Navigation
4.9.4.1.1 Toolbar
4.9.4.1.1.1 Print
4.9.4.1.1.2 Subscribe
4.9.4.2.1 Description
4.9.4.2 Attributes
4.9.4.2.2 Documents
4.9.4.2.3 Risks
4.9.4.2.4 Advanced
4.9.4.2.5 IT
4.9.4.2.6 Financial
4.9.4.2.7 Responsibilities
4.9.4.2.8 Properties
4.10 Rule
4.10.1 Module Overview
4.10.2 List
4.10.2.1 Sorting
4.10.2.2 Filtering
4.10.2.2.1 Add Filter
4.10.2.2.2 Remove Filter
4.10.2.2.3 Combine Filter
4.10.2.3 Quick Graph View
4.10.3 Graph
4.10.3.1 Graph Navigation
4.10.3.1.1 Navigation In Graphs
4.10.3.1.1.1 Fit Screen
4.10.3.1.1.2 Full Screen
4.10.3.1.1.3 Zoom in
4.10.3.1.1.4 Zoom Out
4.10.3.1.1.5 Print
4.10.3.1.1.6 Options
4.10.3.1.1.7 Subscribe
4.10.3.2 Impact Graph
4.10.3.3 Hierarchy Graph
4.10.4 Details
4.10.4.1 Navigation
4.10.4.1.1 Toolbar
4.10.4.1.1.1 Print
4.10.4.1.1.2 Subscribe
4.10.4.2 Attributes
4.10.4.2.1 Description
4.10.4.2.2 Advanced
4.10.4.2.3 Responsibilities
4.10.4.2.4 Risks
4.10.4.2.5 Rules
4.10.4.2.6 Documents
4.10.4.2.7 Properties
4.11 Master Data
4.11.1 Module Overview
4.11.2 List
4.11.2.1 Sorting
4.11.2.2 Filtering
4.11.2.2.1 Add Filter
4.11.2.2.2 Remove Filter
4.11.2.2.3 Combine Filter
4.11.2.3 Quick Graph View
4.11.3 Graph
4.11.3.1 Graph Navigation
4.11.3.1.1 Navigation In Graphs
4.11.3.1.1.1 Fit Screen
4.11.3.1.1.2 Full Screen
4.11.3.1.1.3 Zoom in
4.11.3.1.1.4 Zoom Out
4.11.3.1.1.5 Print
4.11.3.1.1.6 Options
4.11.3.1.1.7 Subscribe
4.11.3.2 Impact Graph
4.11.3.3 Hierarchy Graph
4.11.4 Details
4.11.4.1 Navigation
4.11.4.1.1 Toolbar
4.11.4.1.1.1 Print
4.11.4.1.1.2 Subscribe
4.11.4.2 Attributes
4.11.4.2.1 Description
4.11.4.2.2 Responsibilities
4.11.4.2.3 Permission
4.11.4.2.4 Documents
4.11.4.2.5 Associations
4.11.4.2.6 Properties
4.12 Collaboration
4.12.1 Navigation
4.12.1.1 Collaboration Module
4.12.1.1.1 Sorting
4.12.1.1.2 Filtering
4.12.1.1.2.1 Add filter
4.12.1.1.2.2 Remove Filter
4.12.1.1.2.3 Combine Filter
4.12.1.2 Item Pages
4.12.2 Using Collaboration Features
4.12.2.1 Initiating Collaboration
4.12.2.2 Participating in Collaboration
4.12.2.2.1 Reply
4.12.2.2.2 Share
4.12.2.2.3 Vote
4.12.2.2.4 Close Topic
4.12.2.3 Monitoring Collaboration
4.12.2.4 Notification and Confirmation
4.12.3 Discussion
4.12.4 Question
4.12.5 Incident
4.12.6 Improvement Request
4.12.6.1 Approve Improvement Request
4.12.6.2 Assign IR Implementer
4.13 Governance
4.13.1 Overview
4.13.2 Maturity
4.13.3 Analysis
4.14 Apps Menu
5.0 Search
5.1 Advanced Search
6.0 Notifications
6.1 Notification Organization
6.2 Enable/Disable Browser Notifications
6.2.1 Chrome Notifications
6.2.2 Firefox Notifications
7.0 Approvals & Confirmations
7.1 Approval Cycle
7.1.1 Notification Emails
7.2 Confirmation
7.2.1 New Version Confirmation
8.0 My Profile
8.1 General
8.1.1 User Profile Picture
8.1.1.1 Add User Profile Picture
8.1.1.2 Edit User Profile Picture
8.1.1.3 Remove User Profile Picture
8.2 Preferences
8.2.1 Environment
8.2.2 Displayed Content
8.3 Language
8.4 Theme Color Setting
8.5 Authorizations
9.0 Environment Admin
9.1 Environment Settings
9.1.1 General
9.1.2 Search Index
9.1.3 Language
9.2 Environment Defaults
9.2.1 Home Page Widgets
9.2.2 Process Map Graph Options
9.2.3 Impact Graph Options
10.0 System Admin
10.1 General
10.1.1 Theme Settings
10.1.2 Publish Queue
10.1.3 Manage EPC Sessions
10.1.3.1 Sorting
10.1.3.2 Filtering
10.1.3.2.1 Add Filter
10.1.3.2.2 Remove Filter
10.1.3.2.3 Combine Filter
10.1.3.3 Closing
10.2 Environment
10.2.1 Add Environment
10.2.2 Edit Existing Environment
10.2.3 Delete Environment
10.2.4 Add Group to Environment
10.2.5 Add User to Environment
10.2.6 Set Environment Security
10.2.7 Sort Environment Table
10.2.8 Filter Environment Table
10.2.8.1 Add Filter
10.2.8.2 Remove Filter
10.2.9 Environment Purge
10.3 Users
10.3.1 Add User
10.3.2 Edit Existing User
10.3.3 Delete User
10.3.4 Add User to Group
10.3.5 Add User to Environment
10.3.6 Set User Security
10.3.7 Sort User Table
10.3.8 Filter User Table
10.3.8.1 Add Filter
10.3.8.2 Remove Filter
10.3.8.3 Combine Filter
10.3.9 Synchronize with Active Directory
10.3.10 User Authorizations
10.4 Groups
10.4.1 Add Group
10.4.2 Edit Existing Group
10.4.3 Delete Group
10.4.4 Add User to Group
10.4.5 Add Environment to Group
10.4.6 Set Group Security
10.4.7 Sort Group Table
10.4.8 Filter Group Table
10.4.8.1 Add Filter
10.4.8.2 Remove Filter
10.4.8.3 Combine Filter
10.5 Search
10.6 Language
10.6.1 Manage Languages
10.6.2 Apply New Languages
10.6.2.1 Understanding Content Languages
10.6.2.2 Add New Languages
10.6.2.3 Remove Languages
10.6.2.4 Reorder Languages
10.7 Risk
10.7.1 Edit Risk Language
10.7.2 Risk Priority Settings
10.7.2.1 Edit Risk Priority
10.7.2.1.1 Edit Priority Name
10.7.2.1.2 Edit Priority Description
10.7.2.1.3 Edit Risk Priority Color
10.7.2.2 Edit Risk Priority Language
10.7.3 Risk Matrix Settings
10.7.3.1 Edit Risk Matrix
10.7.3.1.1 Edit Risk Likelihood
10.7.3.1.1.1 Edit Risk Likelihood Name
10.7.3.1.1.2 Edit Risk Likelihood Description
10.7.3.1.2 Edit Risk Impact
10.7.3.1.2.1 Edit Risk Impact Name
10.7.3.1.2.2 Edit Risk Impact Description
10.7.3.1.3 Edit Risk Profile
10.7.3.1.3.1 Edit Risk Profile Priority
10.7.3.1.3.2 Edit Risk Profile Score
10.7.3.2 Edit Risk Matrix Language
10.7.3.2.1 Edit Risk Likelihood Language
10.7.3.2.2 Edit Risk Impact Language
10.7.3.2.3 Edit Risk Profile Language
10.8 Attributes
10.8.1 Content Language
10.8.2 Object Types
10.8.2.1 Add Object Type
10.8.2.2 Edit Object Type
10.8.2.3 Delete Object Type
10.8.2.4 Search for Object Types
10.8.3 Categories
10.8.3.1 Add Category
10.8.3.2 Edit Category
10.8.3.3 Delete Category
10.8.3.4 Search for Categories
10.8.4 Attributes
10.8.4.1 Add Attribute
10.8.4.2 Edit Attribute
10.8.4.3 Delete Attribute
10.8.3.4 Search for Attributes
10.9 Advanced
10.9.1 Edit Settings
10.10 Modeler
10.10.1 General Preferences
10.10.2 Modeler Preferences
10.12 Home Page Widgets
11.0 Icons and Glossary
11.1 Icons
11.1.1 Navigation Icons
11.1.2 In-Graph Icons
11.1.3 Toolbar Icons
11.2 Glossary (Key Terms)
12.0 Editing on the Web App
12.1 General Edit
12.1.1 WebApp Editing Rules
12.1.1.1 Who Can Edit on the WebApp?
12.1.1.2 Web Edit Vs. Modeler
12.1.1.3 Editing Language
12.1.2 Create
12.1.2.1 Create Sets
12.1.2.2 Create Folders
12.1.2.2.1 Create Folders – New Button
12.1.2.2.2 Create Folders – Object Details Tab
12.1.2.3 Create Objects
12.1.2.3.1 Create Objects – New Button
12.1.2.3.2 Create Objects – Object Details Tab
12.1.3 Edit Toolbar
12.1.3.1 Print
12.1.3.2 Subscribe
12.1.3.3 New
12.1.3.4 Edit
12.1.3.5 Approval
12.1.3.6 Security
12.1.3.8 Move
12.1.3.9 Delete
12.1.3.10 Publish
12.1.3.11 Displayed Content
12.1.4 Import/Export Content
12.1.4.1 Import/Export EPC Content
12.1.4.1.1 Import EPC Content
12.1.4.1.2 Export EPC Content
12.1.4.1.3 Multi-Language Support in EPC
12.1.4.2 Import/Export Visio Content
12.1.4.2.1 Import Visio Content
12.1.4.2.2 Export Visio Content
12.1.4.3 Import/Export BPMN Content
12.1.4.3.1 Import BPMN Content
12.1.4.3.2 Export BPMN Content
12.1.4.4 Import Master Data Content
12.1.4.4.1 CSV File Format
12.1.4.4.2 Using SQL Server Management Studio
12.1.4.4.3 Using DBVisualizer
12.1.5 Associations
12.1.5.1 Assign Responsibilities (RASCI-VS)
12.1.5.2 Associate Documents
12.1.5.3 Associate Performance
12.1.5.4 Associate Business Rules
12.1.5.5 Associate Risks
12.1.5.6 Associate Controls
12.1.5.7 Assign Parent
12.1.6 Properties
12.1.6.1 Object Type
12.1.6.2 Object Categories
12.1.6.3 Object Attributes
12.2 Process Edit
12.2.1 Create Process Objects
12.2.1.1 Create a Process Set
12.2.1.1.2 Create a Process – New Button
12.2.1.1.3 Create a Process – Details Tab
12.2.2 Edit Process Graph
12.2.2.1 Graph Edit Mode
12.2.2.1.1 Edit Button for Graph
12.2.2.1.2 Graph Toolbar
12.2.2.1.2.1 Cut
12.2.2.1.2.2 Copy
12.2.2.1.2.3 Paste
12.2.2.1.2.4 Delete
12.2.2.1.2.5 Fit Screen
12.2.2.1.2.6 Zoom In
12.2.2.1.2.7 Zoom Out
12.2.2.1.2.8 Auto Layout
12.2.2.1.2.9 Save
12.2.2.1.2.10 Save & Close
12.2.2.1.2.11 Discard Changes
12.2.2.1.2.12 Last Save
12.2.2.1.2.13 Undo
12.2.2.1.2.14 Redo
12.2.2.2 Map a Process
12.2.2.2.1 Add Shapes
12.2.2.2.2 Edit Shapes Name
12.2.2.2.3 Connect Shapes
12.2.2.2.4 Resize Shapes
12.2.2.2.5 Multi-Select Shapes
12.2.2.2.6 Move Shapes
12.2.2.2.7 Move a Process Map
12.2.2.2.8 Reroute a Flow
12.2.2.2.9 Delete Shapes and Flows
12.2.2.2.10 Associate Objects to Shapes
12.2.2.2.10.1 Associate Documents to Artifacts
12.2.2.2.10.2 Associate Assets to Data Stores
12.2.2.3 Annotations
12.2.2.4 Boundary Events
12.2.2.4.1 Add Boundary Events
12.2.2.4.2 Edit Boundary Events
12.2.2.4.3 Remove Boundary Events
12.2.2.5 BPMN Properties
12.2.2.5.1 Sub-Process
12.2.2.5.2 Task
12.2.2.5.3 Gateway
12.2.2.5.4 Event
12.2.2.5.5 Transition
12.2.2.6 IPLs
12.2.2.7 Edit Details
12.2.2.7.1 Edit Shape Details
12.2.2.7.2 Edit Process Details
12.2.2.8 Inputs and Outputs
12.2.3 Edit Process Objects
12.2.3.1 Edit Process General Details
12.2.3.2 Edit Flow Object General Details
12.2.3.3 Edit Process Objects Properties Details
12.2.3.4 Edit Process Flow Objects Details
12.2.4 Delete Process Objects
12.2.5 Publish Process Objects
12.2.6 Process Approval Cycle
12.2.7 Process Security
12.2.8 Move Process Objects
12.3 Performance Edit
12.3.1 Create Performance Objects
12.3.1.1 Create a Performance Set
12.3.1.2 Create an Objective
12.3.1.3 Create an Indicator
12.3.2 Edit Performance Objects
12.3.2.1 Edit Objective General Details
12.3.2.2 Edit Performance Indicator General Details
12.3.2.3 Edit Performance Objects Properties Details
12.3.3 Delete Performance Objects
12.3.4 Publish Performance Objects
12.3.5 Performance Objects Approval Cycle
12.3.6 Performance Objects Security
12.3.7 Move Performance Objects
12.4 Organization Edit
12.4.1 Create Organization Objects
12.4.1.1 Create an Organization Unit Set
12.4.1.2 Create an Organization Unit
12.4.1.4 Create a Role
12.4.1.5 Create an Asset
12.4.1.8 Import Users as Resources
12.4.2 Edit Organization Objects
12.4.2.1 Edit Organization Unit General Details
12.4.2.2 Edit Role General Details
12.4.2.3 Edit Asset General Details
12.4.2.4 Edit Resource General Details
12.4.2.5 Edit Organization Objects Properties Details
12.4.3 Delete Organization Objects
12.4.4 Publish Organization Objects
12.4.5 Organization Objects Approval Cycle
12.4.6 Organization Objects Security
12.4.7 Move Organization Objects
12.5 Documents Edit
12.5.1 Create Document Objects
12.5.1.1 Create a Document Set
12.5.1.2 Create a Document Folder
12.5.1.3 Create a Document
12.5.1.3.1 Uploading Multiple Documents (Mass Upload)
12.5.2 Edit Document Objects
12.5.2.1 Edit Document General Details
12.5.2.2 Edit Document Properties Details
12.5.3 Delete Document Objects
12.5.4 Publish Document Objects
12.5.5 Document Objects Approval Cycle
12.5.6 Document Objects Security
12.5.7 Move Document Objects
12.6 Risk Edit
12.6.1 Create Risk Objects
12.6.1.1 Create a Risk Set
12.6.1.2 Create a Risk Folder
12.6.1.3 Create a Risk
12.6.2 Edit Risk Objects
12.6.2.1 Edit Risk General Details
12.6.2.3 Edit Risk Properties Details
12.6.3 Delete Risk Objects
12.6.4 Publish Risk Objects
12.6.5 Risk Objects Approval Cycle
12.6.6 Risk Objects Security
12.6.7 Move Risk Objects
12.7 Control Edit
12.7.1 Create Control Objects
12.7.1.1 Create a Control Set
12.7.1.2 Create a Control Folder
12.7.1.3 Create a Control
12.7.2 Edit Control Objects
12.7.2.1 Edit Control General Details
12.7.2.2 Edit Control Properties Details
12.7.3 Delete Control Objects
12.7.4 Publish Control Objects
12.7.5 Control Objects Approval Cycle
12.7.6 Control Objects Security
12.7.7 Move Control Objects
12.8 Rule Edit
12.8.1 Create Rule Objects
12.8.1.1 Create a Rule Set
12.8.1.2 Create a Rule Folder
12.8.1.3 Create a Rule
12.8.2 Edit Rule Objects
12.8.2.1 Edit Rule General Details
12.8.2.2 Edit Rule Properties Details
12.8.3 Delete Rule Objects
12.8.4 Publish Rule Objects
12.8.5 Rule Objects Approval Cycle
12.8.6 Rule Objects Security
12.8.7 Move Rule Objects
12.9 Master Data Edit
12.9.1 Create Master Data Objects
12.9.1.1 Create a Master Data Set
12.9.1.2 Create a Master Data Folder
12.9.1.3 Create an Entity
12.9.1.4 Create an Attribute
12.9.2 Edit Master Data Objects
12.9.2.1 Edit Entity General Details
12.9.2.2 Edit Attribute General Details
12.9.2.3 Edit Master Data Objects Properties Details
12.9.3 Delete Master Data Objects
12.9.4 Publish Master Data Objects
12.9.5 Master Data Objects Approval Cycle
12.9.6 Master Data Objects Security
12.9.7 Move Master Data Objects
12.10 Collaboration Edit
12.10.1 Implement Improvement Requests
12.11 Governance Edit
12.11.1 Overview Tab
12.11.2 Maturity Tab
12.11.3 Analysis Tab
Download as PDF
12.5.1.3.1 Uploading Multiple Documents (Mass Upload)
12.5.1.3 Create a Document
12.5.2 Edit Document Objects
Need more help with this?
Visit the Support Portal
×
Thanks for your feedback.
