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10.7.3 Risk Priority Settings
10.0 System Admin » 10.7 Risk » 10.7.3 Risk Priority Settings
System Admins are responsible for inputting the Risk Priority, Description and color for the Risk Priorities settings. Risk Priority Settings are used to analyze both Risks and Controls. System Admins need to input the right information about Risk Priorities since it…
10.7.3.1 Edit Risk Priority Settings
10.0 System Admin » 10.7 Risk » 10.7.3 Risk Priority Settings » 10.7.3.1 Edit Risk Priority Settings
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 Admins are responsible to edit and customize the five Risk Priority fields. To edit the Risk Priority…
10.7.3.2 Edit Risk Priority Language
10.0 System Admin » 10.7 Risk » 10.7.3 Risk Priority Settings » 10.7.3.2 Edit Risk Priority Language
System Admins can input Risk Settings in different content languages. If the System Admin wants to see the content information about risk settings in different languages, he needs to manually input the translation. For example, if the editing languages available are…
10.7.3.1.3 Edit Risk Priority Color
10.0 System Admin » 10.7 Risk » 10.7.3 Risk Priority Settings » 10.7.3.1 Edit Risk Priority Settings » 10.7.3.1.3 Edit Risk Priority Color
A Color is given by the System Admin to each Risk Priority to distinguish each priority from each other. This enable users to get a better view of each priority To Edit the Color of the Risk Priority, please follow the next steps Navigate to the System Admin…
10.7.4.1.3.1 Edit Risk Profile Priority
10.0 System Admin » 10.7 Risk » 10.7.4 Risk Matrix Settings » 10.7.4.1 Edit Risk Matrix » 10.7.4.1.3 Edit Risk Profile » 10.7.4.1.3.1 Edit Risk Profile Priority
System Administrators are responsible to set the Priority for the Risk Profile on the Risk Matrix. To Edit the Risk Profile Priority, please follow the next steps Navigate to the System Admin Section Select the Risk tab under the System Admin section …
10.7.4 Risk Matrix Settings
10.0 System Admin » 10.7 Risk » 10.7.4 Risk Matrix Settings
System Admins are responsible to input the Risk Likelihood, the Risk Impact and the Risk Profile under the Risk Matrix Settings. The System Admin needs to input the information about the Risk Likelihood axis and the Risk Impact axis so the Risk Matrix can be…
10.7.3.1.2 Edit Priority Description
10.0 System Admin » 10.7 Risk » 10.7.3 Risk Priority Settings » 10.7.3.1 Edit Risk Priority Settings » 10.7.3.1.2 Edit Priority Description
A Description is given by the System Admin to each Risk Priority to explain what their label means. This enable users to better understand the priority. To Edit the Risk Priority Description, please follow the next steps Navigate to the System Admin…
10.7.3.1.1 Edit Priority Name
10.0 System Admin » 10.7 Risk » 10.7.3 Risk Priority Settings » 10.7.3.1 Edit Risk Priority Settings » 10.7.3.1.1 Edit Priority Name
A Name is given by the System Admin to each Risk Priority to label them. To Edit the Risk Priority Name, please follow the next steps Navigate to the System Admin Section Select the Risk tab under the System Admin section Navigate to the Risk Priority…
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…
4.8 Risk
4.0 Navigating the Web App » 4.8 Risk
Risks of all levels can be documented, organized into library structures and communicated to stakeholders via the Web App. Users can view risks in a list form, in a graph form and in a detailed form allowing them to fully understand risks. Mapping risks will enable…
4.8.4.2.2 Risk Profile
4.0 Navigating the Web App » 4.8 Risk » 4.8.4 Details » 4.8.4.2 Attributes » 4.8.4.2.2 Risk Profile
To understand better the Risk Profile section, read Risk Profile Graph.
12.6.2.2 Risk Analysis
12.0 Editing on the Web App » 12.6 Risk Edit » 12.6.2 Edit Risk Objects » 12.6.2.2 Risk Analysis
The EPC allows users to analyze, quantify and manage their organziational risks throught the Risk Analysis section in the Risk Module. This Risk Analysis component allows users to: Input Causes & Effects of Risks Calculate Gross Risk Scores Associate Controls to…
12.6 Risk Edit
12.0 Editing on the Web App » 12.6 Risk Edit
Risks of all levels can be documented, organized into library structures and communicated to stakeholders via the Web App. The EPC allows users to manage the risks that affect and influence the organization, as well as to identify, monitor, and measure them. Users…
4.11.3.1.1.6 Settings
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 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…
4.5.3.1.1.6 Settings
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 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…
4.9.3.1.1.7 Settings
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 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…
4.10.3.1.1.6 Settings
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 Settings
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…
4.6.3.1.1.7 Settings
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 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…
4.8.3.1.1.8 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…
12.5.1.4.4.7 Risk Book 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 » 12.5.1.4.4.7 Risk Book Tags
Templates for Risks Books follow the same general structure of the other object books. Refer to the General Tags section for general tags. This section will describe tags that are specific to risks Tags in this section start from the root array “objects”…
10.7.1 Edit Risk Language
10.0 System Admin » 10.7 Risk » 10.7.1 Edit Risk Language
System Admins can input Risk Settings in different content languages. To view and input Risk information in a different language, navigate to the language box and choose the language you desire to view and edit the content in *If the System Admin wants to see…
10.7.4.1 Edit Risk Matrix
10.0 System Admin » 10.7 Risk » 10.7.4 Risk Matrix Settings » 10.7.4.1 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…
10.7.4.1.1 Edit Risk Likelihood
10.0 System Admin » 10.7 Risk » 10.7.4 Risk Matrix Settings » 10.7.4.1 Edit Risk Matrix » 10.7.4.1.1 Edit Risk Likelihood
System Admins are responsible of giving the appropriate name and description to each Risk Likelihood. System Admins can: Edit Risk Likelihood Name Edit Risk Likelihood Description
10.7.4.1.3 Edit Risk Profile
10.0 System Admin » 10.7 Risk » 10.7.4 Risk Matrix Settings » 10.7.4.1 Edit Risk Matrix » 10.7.4.1.3 Edit Risk Profile
System Admin is responsible to edit the Risk Profile by inputting a Risk Priority and a Risk Score. *The Risk Likelihood and the Risk Impact for the Risk Profile is automatically set by the axis of the Risk Matrix. The System Admin cannot edit the Likelihood and…
10.7.4.1.2 Edit Risk Impact
10.0 System Admin » 10.7 Risk » 10.7.4 Risk Matrix Settings » 10.7.4.1 Edit Risk Matrix » 10.7.4.1.2 Edit Risk Impact
System Admins are responsible of giving the appropriate name and description to each Risk Impact System Admins can: Edit Risk Impact Name Edit Risk Impact Description
12.6.1.3 Create a Risk
12.0 Editing on the Web App » 12.6 Risk Edit » 12.6.1 Create Risk Objects » 12.6.1.3 Create a Risk
A Risk is an EPC object that models potential risks within an enterprise.Risks can come from uncertainty in financial markets, project failures, legal liabilities, credit risk, accidents, natural causes and disasters as well as deliberate attacks from an adversary.…
12.6.1 Create Risk Objects
12.0 Editing on the Web App » 12.6 Risk Edit » 12.6.1 Create Risk Objects
Web Modelers can create new Risk Objects on the Web App. These objects can be Risk Sets, Risk Folders, and Risks. Web Modelers can create new Risk objects by clicking on the button or directly through the Details Page of a Risk Set or Risk Folder. The Create Risk…
4.8.3.4 Risk Profile Graph
4.0 Navigating the Web App » 4.8 Risk » 4.8.3 Graph » 4.8.3.4 Risk Profile Graph
The Risk Profile graph is an interactive map that allows users to get a comprehensive view on a risk and controls applied. The Risk Profile graph is located under the Details section for a graph. The Risk Profile section displays two subsections, one called…
12.6.1.3.1.2 Edit Gross Risk
12.0 Editing on the Web App » 12.6 Risk Edit » 12.6.2 Edit Risk Objects » 12.6.2.2 Risk Analysis » 12.6.1.3.1.2 Edit Gross Risk
The Enterprise Process Center (EPC) provides users with Risk Management, Tracking, Scoring and Analysis capabilities, making the system a fully functional risk management tool. This tool allows users to create and assess Risks, as well as analyze the relationship that…
12.6.1.3.1.3 Edit Residual Risk
12.0 Editing on the Web App » 12.6 Risk Edit » 12.6.2 Edit Risk Objects » 12.6.2.2 Risk Analysis » 12.6.1.3.1.3 Edit Residual Risk
The Enterprise Process Center (EPC) provides users with Risk Management, Tracking, Scoring and Analysis capabilities, making the system a fully functional risk management tool. This tool allows users to create and assess Risks, as well as analyze the relationship that…
12.6.2 Edit Risk Objects
12.0 Editing on the Web App » 12.6 Risk Edit » 12.6.2 Edit Risk Objects
Web Modelers can edit the Details of Risk Objects. They need to navigate to the Edit button of the 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 Modeler…
12.6.1.3.1.5 Residual Risk Override
12.0 Editing on the Web App » 12.6 Risk Edit » 12.6.2 Edit Risk Objects » 12.6.2.2 Risk Analysis » 12.6.1.3.1.5 Residual Risk Override
The Enterprise Process Center (EPC) provides users with Risk Management, Tracking, Scoring and Analysis capabilities, making the system a fully functional risk management tool. This tool allows users to create and assess Risks, as well as analyze the relationship that…
12.6.8 Merge Risk Objects
12.0 Editing on the Web App » 12.6 Risk Edit » 12.6.8 Merge Risk Objects
Users can merge similar objects in the EPC, allowing you to combine multiple objects into one. This action will allow you to remove duplicate items while maintaining their content and relationships in the application. This capability is typically used in some of the…
12.6.6 Risk Objects Security
12.0 Editing on the Web App » 12.6 Risk Edit » 12.6.6 Risk Objects Security
Web Modelers that are System Admins, Environment Admins, have Full Control Allow permission or have Read + Write + Delete Permission can set security permissions on Risk Objects. To learn how to set security on an object, click here.
12.6.7 Move Risk Objects
12.0 Editing on the Web App » 12.6 Risk Edit » 12.6.7 Move Risk Objects
Users can move Risks and Risk Folders within the Risk Module in the EPC. In Edit Mode, Risk Folders can be moved from: Folder to Folder Folder to Set (Vice Versa) Risks can be moved from Folder to Folder To move Risk Objects, navigate to the item’s…
12.6.3 Delete Risk Objects
12.0 Editing on the Web App » 12.6 Risk Edit » 12.6.3 Delete Risk Objects
Web Modelers can Delete Risk Objects if they have Delete security permission. To learn how delete objects, click here
12.6.4 Publish Risk Objects
12.0 Editing on the Web App » 12.6 Risk Edit » 12.6.4 Publish Risk Objects
Once Web Modelers finished creating Risk Objects, they can publish it and allow all users with rights to view the objects. To learn how to publish objects, click here
12.6.9 Generate Risk Book
12.0 Editing on the Web App » 12.6 Risk Edit » 12.6.9 Generate Risk Book
Your EPC now features object book generation, allowing you to leverage your EPC to dynamically create object specific reports and documents. After your editors have created and uploaded document templates you can now uses these templates for the following modules: …
4.4.3.2.5.7.2 High Risk Path
4.0 Navigating the Web App » 4.4 Process » 4.4.3 Graph » 4.4.3.2 Map Graph » 4.4.3.2.5 Map Options Customization » 4.4.3.2.5.7 Highlight » 4.4.3.2.5.7.2 High Risk Path
The highlight function allows you to highlight the Critical Path, the High Risk Path, or tasks that are Value Added. Addtionally, tasks to which a resource or a role that is linked to your user account can be highlighted and manual vs. automated tasks can be displayed…
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…
10.7.4.1.1.2 Edit Risk Likelihood Description
10.0 System Admin » 10.7 Risk » 10.7.4 Risk Matrix Settings » 10.7.4.1 Edit Risk Matrix » 10.7.4.1.1 Edit Risk Likelihood » 10.7.4.1.1.2 Edit Risk Likelihood Description
A Description is given by the System Admin to each Risk Likelihood to explain what their label means. This enable users to better understand the Risk Likelihood. To Edit the Risk Likelihood Description, please follow the next steps Navigate to the System Admin…
10.7.4.1.1.1 Edit Risk Likelihood Name
10.0 System Admin » 10.7 Risk » 10.7.4 Risk Matrix Settings » 10.7.4.1 Edit Risk Matrix » 10.7.4.1.1 Edit Risk Likelihood » 10.7.4.1.1.1 Edit Risk Likelihood Name
A Name is given by the System Admin to each Risk Likelihood to label them. To Edit the Risk Likelihood Name, please follow the next steps Navigate to the System Admin Section Select the Risk tab under the System Admin section Navigate to the Risk Matrix…
10.7.4.1.2.2 Edit Risk Impact Description
10.0 System Admin » 10.7 Risk » 10.7.4 Risk Matrix Settings » 10.7.4.1 Edit Risk Matrix » 10.7.4.1.2 Edit Risk Impact » 10.7.4.1.2.2 Edit Risk Impact Description
A Description is given by the System Admin to each Risk Impact to explain what their label means. This enable users to better understand the Risk Impact. To Edit the Risk Impact Description, please follow the next steps Navigate to the System Admin…
10.7.4.1.2.1 Edit Risk Impact Name
10.0 System Admin » 10.7 Risk » 10.7.4 Risk Matrix Settings » 10.7.4.1 Edit Risk Matrix » 10.7.4.1.2 Edit Risk Impact » 10.7.4.1.2.1 Edit Risk Impact Name
A Name is given by the System Admin to each Risk Impact to label them. To Edit the Risk Impact Name, please follow the next steps Navigate to the System Admin Section Select the Risk tab under the System Admin section Navigate to the Risk Matrix…
10.7.4.1.3.2 Edit Risk Profile Score
10.0 System Admin » 10.7 Risk » 10.7.4 Risk Matrix Settings » 10.7.4.1 Edit Risk Matrix » 10.7.4.1.3 Edit Risk Profile » 10.7.4.1.3.2 Edit Risk Profile Score
System Administrators are responsible to set the Score for the Risk Profile on the Risk Matrix. To Edit the Risk Profile Score, please follow the next steps Navigate to the System Admin Section Select the Risk tab under the System Admin section Navigate…
10.7.4.2 Edit Risk Matrix Language
10.0 System Admin » 10.7 Risk » 10.7.4 Risk Matrix Settings » 10.7.4.2 Edit Risk Matrix Language
System Admins can input Risk Settings in different content languages. If the System Admin wants to see the content information about risk settings in different languages, he needs to manually input the translation. For example, if the editing languages available are…
10.7.4.2.3 Edit Risk Profile Language
10.0 System Admin » 10.7 Risk » 10.7.4 Risk Matrix Settings » 10.7.4.2 Edit Risk Matrix Language » 10.7.4.2.3 Edit Risk Profile Language
System Admins can view the Risk Profile in a different content language. For example, let’s pretend the editing languages available are English and French. If the System Admin wants to see the content information about Risk Profile in a different language, he…
10.7.4.2.1 Edit Risk Likelihood Language
10.0 System Admin » 10.7 Risk » 10.7.4 Risk Matrix Settings » 10.7.4.2 Edit Risk Matrix Language » 10.7.4.2.1 Edit Risk Likelihood Language
System Admins can input the Risk Likelihood in a different content language. If the System Admin wants to see the content information about risk settings in different languages, he needs to manually input the translation. For example, if the editing languages available…
10.7.4.2.2 Edit Risk Impact Language
10.0 System Admin » 10.7 Risk » 10.7.4 Risk Matrix Settings » 10.7.4.2 Edit Risk Matrix Language » 10.7.4.2.2 Edit Risk Impact Language
System Admins can input the Risk Impact in a different content language. If the System Admin wants to see the content information about risk settings in different languages, he needs to manually input the translation. For example, if the editing languages available are…
12.6.1.2 Create a Risk Folder
12.0 Editing on the Web App » 12.6 Risk Edit » 12.6.1 Create Risk Objects » 12.6.1.2 Create a Risk Folder
A Risk Folder contains Risk objects. Web Modelers arrange Risk Folders in a manner that is the most appropriate to the organization’s structure and use them as organization tools. Risk Folders are found within a Set or Folder (as a sub-folder) and are arranged…
12.6.1.1 Create a Risk Set
12.0 Editing on the Web App » 12.6 Risk Edit » 12.6.1 Create Risk Objects » 12.6.1.1 Create a Risk Set
Risk Sets store all risks within the organization’s database. Risk Sets enable Web Modelers to organize an organization’s risks in a hierarchical structure, and have a centralized repository. Web Modelers can create new Risk Sets on the WebApp. To…
12.6.2.1 Edit Risk General Details
12.0 Editing on the Web App » 12.6 Risk Edit » 12.6.2 Edit Risk Objects » 12.6.2.1 Edit Risk General Details
The General tab contains a section for the basic information about the Risk, as well as the Responsibilities and Associations sections. What is this Risk? This table below describes the fields of this section. Field Description Name The…
12.6.2.3 Edit Risk Properties Details
12.0 Editing on the Web App » 12.6 Risk Edit » 12.6.2 Edit Risk Objects » 12.6.2.3 Edit Risk Properties Details
The Properties tab contains sections for the type, the categories applicable and the attributes. Since the Properties sections are common to many EPC objects, the instructions have been centralized in the Properties section of the user manual. You can find direct…
12.6.5 Risk Objects Approval Cycle
12.0 Editing on the Web App » 12.6 Risk Edit » 12.6.5 Risk Objects Approval Cycle
Web Modelers can set Approval Cycles on Risk Objects. To learn how to set Approval Cycles, click here
9.1 Environment Settings
9.0 Environment Admin » 9.1 Environment Settings
Environment Admins are provided with an Environment Admin section where they can edit environment settings. Environment and System Administrators have access to this section in the EPC Web App. From this section, Environment Admins have access to General, Search and…
10.9.1 Edit Settings
10.0 System Admin » 10.9 Advanced » 10.9.1 Edit Settings
A System Admin can edit the system settings. Editing these settings requires system expertise. For further details of system edits, please see the steps below: 1. Navigate to the “System Admin” section of the EPC 2. Navigate to the “Advanced” tab 3. The…
10.1.1 Theme Settings
10.0 System Admin » 10.1 General » 10.1.1 Theme Settings
The Theme Settings is featured within the General tab of the System Admin section. *The Theme Settings allows System Admins to set the Color Theme for the entire system. The theme roller allows users to edit the color that their EPC Web App displays. The specific…
12.1.5.5.1.1 Override Residual Risk Scores (on Processes)
12.0 Editing on the Web App » 12.1 General Edit » 12.1.5 Associations » 12.1.5.5 Associate Risks » 12.1.5.5.1 Associate Risks to Processes » 12.1.5.5.1.1 Override Residual Risk Scores (on Processes)
The Enterprise Process Center (EPC) provides users with Risk Management, Tracking, Scoring and Analysis capabilities, making the system a fully functional risk management tool. This tool allows users to create and assess Risks, as well as analyze the relationship that…
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…
12.6.1.3.1.4 Assign Controls to Risks
12.0 Editing on the Web App » 12.6 Risk Edit » 12.6.2 Edit Risk Objects » 12.6.2.2 Risk Analysis » 12.6.1.3.1.4 Assign Controls to Risks
The Enterprise Process Center (EPC) provides users with Risk Management, Tracking, Scoring and Analysis capabilities, making the system a fully functional risk management tool. This tool allows users to create and assess Risks, as well as analyze the relationship that…
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…
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…
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…
4.4.3.2.5.7.1 Critical Path
4.0 Navigating the Web App » 4.4 Process » 4.4.3 Graph » 4.4.3.2 Map Graph » 4.4.3.2.5 Map Options Customization » 4.4.3.2.5.7 Highlight » 4.4.3.2.5.7.1 Critical Path
The highlight function allows you to highlight the Critical Path, the High-Risk Path, or tasks that are Value Added. Additionally, tasks to which a resource or a role that is linked to your user account can be highlighted as well. Critical Path: The sequence of flow…
4.4.3.2.5.7.3 Value Added
4.0 Navigating the Web App » 4.4 Process » 4.4.3 Graph » 4.4.3.2 Map Graph » 4.4.3.2.5 Map Options Customization » 4.4.3.2.5.7 Highlight » 4.4.3.2.5.7.3 Value Added
The highlight function allows you to highlight the Critical Path, the High Risk Path, or tasks that are Value Added. Addtionally, tasks to which a resource or a role that is linked to your user account can be highlighted and manual vs. automated tasks can be displayed…
4.4.3.2.5.7.4 My Tasks
4.0 Navigating the Web App » 4.4 Process » 4.4.3 Graph » 4.4.3.2 Map Graph » 4.4.3.2.5 Map Options Customization » 4.4.3.2.5.7 Highlight » 4.4.3.2.5.7.4 My Tasks
The highlight function allows you to highlight the Critical Path, the High Risk Path, or tasks that are Value Added. Addtionally, tasks to which a resource or a role that is linked to your user account can be highlighted as well. My Tasks [ R ]: Flow objects that are…
4.0 Navigating the Web App
4.0 Navigating the Web App
Understanding how to navigate the App will optimize user experience. Outlined below is key information pertaining to various functions and actions that users will face within the EPC Web App. Below is listed the following features that will be covered in the…
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…
12.0 Editing on the Web App
12.0 Editing on the Web App
The Edit functionality allows Web Modelers, with right and access, to map processes, and to create and edit objects on the Web App. Editing on the Web App includes a section about the general editing on the Web App, as well as a section to edit each module of the…
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…
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…
4.4.3.2.5.7.5 Manual vs. Automated
4.0 Navigating the Web App » 4.4 Process » 4.4.3 Graph » 4.4.3.2 Map Graph » 4.4.3.2.5 Map Options Customization » 4.4.3.2.5.7 Highlight » 4.4.3.2.5.7.5 Manual vs. Automated
The highlight function allows you to highlight the Critical Path, the High Risk Path, or tasks that are Value Added. Addtionally, tasks to which a resource or a role that is linked to your user account can be highlighted as well as the Manual or Automated…
4.10.4.2.4 Risks
4.0 Navigating the Web App » 4.10 Rule » 4.10.4 Details » 4.10.4.2 Attributes » 4.10.4.2.4 Risks
The risk section displays any risk that is related to the specific rule you are viewing. To navigate directly to the object, click on the icon. Users can click on the object’s name to view its details in a popup. To navigate to the object’s detail…
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…
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…
4.8.3.1 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…
4.10.2.2 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…
4.10.1 Module Overview
4.0 Navigating the Web App » 4.10 Rule » 4.10.1 Module Overview
EPC’s Rule Module allows users to view personal, role and company rules. The EPC provides 3 different dimensions, allowing users to properly view and understand their organizational structure. Dimension Details 1. List Provides view of…
10.8 Attributes
10.0 System Admin » 10.8 Attributes
EPC System Admins are responsible for creating, defining, editing or deleting: Object Types Categories Attributes Assignment Types Risk Matrix Types Each of these items will create layers of types, classification and custom attributes for objects and…
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…
4.7.4.1.1.2 Preview
4.0 Navigating the Web App » 4.7 Documents » 4.7.4 Details » 4.7.4.1 Navigation » 4.7.4.1.1 Toolbar » 4.7.4.1.1.2 Preview
The preview function allows users to quickly view a document to assess whether or not it corresponds with the document they are searching. Preview is a useful tool and can be used when an individual is searching for a file that the user does not recognize by…
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…
10.2 Environment
10.0 System Admin » 10.2 Environment
System Administrators will be responsible for creating and managing environments within the EPC. In order for a User to access EPC, the System Admin needs to add the user to their respected environment. Users can be assigned to multiple environments. The Environment…
4.9 Control
4.0 Navigating the Web App » 4.9 Control
Users can display, classify and associate Controls to mitigate Risks and to ensure that Business Rules are respected and followed. The EPC allows users to integrate Controls as part of business processes, clarifying and communicating the Control’s objective,…
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…
12.1.3.13 Object Book Generation
12.0 Editing on the Web App » 12.1 General Edit » 12.1.3 Edit Toolbar » 12.1.3.13 Object Book Generation
Your EPC now features object book generation, allowing you to leverage your EPC to dynamically create object specific reports and documents. After your editors have created and uploaded document templates you can now uses these templates for the following modules: …
4.7.3.1.1 Navigating In Graphs
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
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…
4.8.3.1.1 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…
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…
4.10.4.2 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…
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…
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…
12.1.3.7 Merge
12.0 Editing on the Web App » 12.1 General Edit » 12.1.3 Edit Toolbar » 12.1.3.7 Merge
In certain circumstances, EPC modelers may want to merge 2 objects of the same type into one. This often occurs upon identification of duplicate objects (especially after imports), during restructuring initiatives, or sometimes due to deprecation of an object where…
10.10 Home Page Widgets
10.0 System Admin » 10.10 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…
4.8.4.2.4 Controls
4.0 Navigating the Web App » 4.8 Risk » 4.8.4 Details » 4.8.4.2 Attributes » 4.8.4.2.4 Controls
Controls The Controls section displays controls associated with the Risk. Controls can be added either when defining a new Risk or editing an existing Risk: Add Controls To add a control, you can click on the icon or enter part of a Control name in the highlighted…
12.7.2.1 Edit Control General Details
12.0 Editing on the Web App » 12.7 Control Edit » 12.7.2 Edit Control Objects » 12.7.2.1 Edit Control General Details
The General tab contains a section for the basic information about the Control, as well as the Responsibilities and Associations sections. What is this Control? This table below describes the fields of this section. Field Description Name…
10.3.4 Add User to Group
10.0 System Admin » 10.3 Users » 10.3.4 Add User to Group
Under the Users tab, System Admins can add Groups to Users. User groups are classifications created by Administrators or Modelers to provide variable access and ownership. Users can be assigned to one or multiple groups depending on the user needs. System Admins can…
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 …
4.10.3.3 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…
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…