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4.2.1.1.3.1 Customize My Objects Widgets
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 » 4.2.1.1.3.1 Customize My Objects Widgets
The My Objects Widget 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…
4.2.1.1.5.1 Customize My Performance Widgets
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.1 Widget Dashboard Manager » 4.2.1.1.5 My Performance Widget » 4.2.1.1.5.1 Customize My Performance Widgets
The My Performance Widget allows users to feature a list of company, department and personal Performance Measures. Customizing “My Performance” will allow users to prioritize key information related to their job responsibilities and performance. Please follow the…
4.2.1.1.4.1 Customize My Documents Widgets
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.1 Widget Dashboard Manager » 4.2.1.1.4 My Documents Widget » 4.2.1.1.4.1 Customize My Documents Widgets
The My Documents Widget allows users to view a list of documents assigned to their user’s role and/or resource or documents assigned to other roles, resources, org units and/or assets within the organization. Please follow the instructions below to customize the…
4.2.1.1.6.1 Customize My Actions Widgets
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.1 Widget Dashboard Manager » 4.2.1.1.6 My Actions Widget » 4.2.1.1.6.1 Customize My Actions Widgets
The My Actions Widget allows users to view a list of items they are actively engaging with. 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…
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…
4.2.1.1.7.1 Customize My Performance Chart Widgets
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.1 Widget Dashboard Manager » 4.2.1.1.7 My Performance Chart Widget » 4.2.1.1.7.1 Customize My Performance Chart Widgets
The My Performance Chart Widget allows users to feature the performance indicators assigned to their role with a level of responsibility in a pie-chart. Customizing “My Performance Chart” will allow users to prioritize key information related to their job…
4.2.1.1.9.1 Customize My Actions Pending Widgets
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.1 Widget Dashboard Manager » 4.2.1.1.9 My Actions Pending Widget » 4.2.1.1.9.1 Customize My Actions Pending Widgets
The My Actions Pending Widget allows users to feature the number of actions pending assigned to their role. This widget is a good visual tool enabling users to know the number of items they need to act upon, or are requiring their action. Users can only display one…
4.2.1.1.8.1 Customize My Posts & Replies Chart Widgets
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.1 Widget Dashboard Manager » 4.2.1.1.8 My Posts & Replies Chart Widget » 4.2.1.1.8.1 Customize My Posts & Replies Chart Widgets
The My Posts & Replies Widget allows users to feature a chart with the number of posts and replies created over the past seven days on processes and flow objects where the user has a level of responsibility (RASCI-VS) or/and is subscribed to. Please follow the…
4.2.1.2 Customize Widgets Content
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.2 Customize Widgets Content
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…
4.2.1.3 Customize Home Page Layout
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.3 Customize Home Page Layout
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. The Customize Home Page…
12.1.2.3 Create Objects
12.0 Editing on the Web App » 12.1 General Edit » 12.1.2 Create » 12.1.2.3 Create Objects
!Due to their different nature and complexity, you can find a separate instructions section to Create Process Objects There are three ways to create objects Via the “New” button on the top-right of the EPC WebApp Via the Object Details Tab of a Parent…
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…
4.2.2 My Dashboards
4.0 Navigating the Web App » 4.2 Home » 4.2.2 My Dashboards
The My Dashboards page is very similar to the Home page. It facilitates the organization of dashboards by letting users prioritize which of their widgets are needed on their home page, without having to remove the ones less needed. The My Dashboard page can be…
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…
12.8.6 Rule Objects Security
12.0 Editing on the Web App » 12.8 Rule Edit » 12.8.6 Rule 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 Rule Objects. To learn how to set security on an object, click here.
12.8.7 Move Rule Objects
12.0 Editing on the Web App » 12.8 Rule Edit » 12.8.7 Move Rule Objects
Users can move Rules and Rule Folders within the Rule Module in the EPC. In Edit Mode, Rule Folders can be moved from: Folder to Folder Folder to Set (Vice Versa) Rules can be moved from Folder to Folder To move Rule Objects, navigate to the item’s…
12.8.2 Edit Rule Objects
12.0 Editing on the Web App » 12.8 Rule Edit » 12.8.2 Edit Rule Objects
Web Modelers can edit the Details of Rule objects. They need to navigate to the Edit button of the Rule 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…
12.8.3 Delete Rule Objects
12.0 Editing on the Web App » 12.8 Rule Edit » 12.8.3 Delete Rule Objects
Web Modelers can Delete Rule Objects if they have Delete security permission. To learn how delete objects, click here
12.8.1 Create Rule Objects
12.0 Editing on the Web App » 12.8 Rule Edit » 12.8.1 Create Rule Objects
Web Modelers can create new Rule Objects on the Web App. These objects can be Rule Sets, Rule Folders, and Rules. Web Modelers can create new Rule objects by clicking on the button or directly through the Details Page of a Rule Set or Rule Folder. The Create Rule…
12.8.4 Publish Rule Objects
12.0 Editing on the Web App » 12.8 Rule Edit » 12.8.4 Publish Rule Objects
Once Web Modelers finished creating Rule Objects, they can publish it and allow all users with rights to view the objects. To learn how to publish objects, click here
12.8.8 Merge Rule Objects
12.0 Editing on the Web App » 12.8 Rule Edit » 12.8.8 Merge Rule 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…
12.3.2 Edit Performance Objects
12.0 Editing on the Web App » 12.3 Performance Edit » 12.3.2 Edit Performance Objects
Web Modelers can edit the Details of Performance 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…
12.3.1 Create Performance Objects
12.0 Editing on the Web App » 12.3 Performance Edit » 12.3.1 Create Performance Objects
Web Modelers can create new Performance Objects on the Web App. These objects can be Performance Sets, Objectives, and Indicators, such as Key Performance Indicators (KPI), Key Risk Indicators (KRI) and Key Control Indicators (KCI). Web Modelers can create new…
12.3.6 Performance Objects Security
12.0 Editing on the Web App » 12.3 Performance Edit » 12.3.6 Performance 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 Performance Objects. To learn how to set security on an object, click here.
12.3.3 Delete Performance Objects
12.0 Editing on the Web App » 12.3 Performance Edit » 12.3.3 Delete Performance Objects
Web Modelers can Delete Performance Objects if they have Delete security permission. To learn how delete objects, click here
12.3.4 Publish Performance Objects
12.0 Editing on the Web App » 12.3 Performance Edit » 12.3.4 Publish Performance Objects
Once Web Modelers finished creating Performance Objects, they can publish it and allow all users with rights to view the objects. To learn how to publish objects, click here
12.3.8 Merge Performance Objects
12.0 Editing on the Web App » 12.3 Performance Edit » 12.3.8 Merge Performance 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…
12.3.7 Move Performance Objects
12.0 Editing on the Web App » 12.3 Performance Edit » 12.3.7 Move Performance Objects
Users can move Objectives and Performance Indicators (KPI, KRI, KCI) within the Performance Module In Edit Mode, Objectives can be moved from Objective to Objective Objective to Performance Set (and Vice Versa) Performance Set to Performance Set Performance…
12.4.1 Create Organization Objects
12.0 Editing on the Web App » 12.4 Organization Edit » 12.4.1 Create Organization Objects
Web Modelers can create new Organization Objects on the Web App. These objects can be Organization Unit Sets, Organization Units, Roles, Resources, and Assets. Web Modelers can create new Organization objects by clicking on the button or directly through the Details…
12.4.2 Edit Organization Objects
12.0 Editing on the Web App » 12.4 Organization Edit » 12.4.2 Edit Organization Objects
Web Modelers can edit the Details of Organization objects. They need to navigate to the Edit button of the Organization object to access the Edit Details window. The Edit Details window has two tabs, General, and Properties. Under each tab there are different sections…
12.4.3 Delete Organization Objects
12.0 Editing on the Web App » 12.4 Organization Edit » 12.4.3 Delete Organization Objects
Web Modelers can Delete Organization Objects if they have Delete security permission. To learn how delete objects, click here
12.4.8 Merge Organizational Objects
12.0 Editing on the Web App » 12.4 Organization Edit » 12.4.8 Merge Organizational 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…
12.4.7 Move Organization Objects
12.0 Editing on the Web App » 12.4 Organization Edit » 12.4.7 Move Organization Objects
Users can move Org Units, Roles, Resources and Assets within the Organization Module in the EPC. In Edit Mode, Org Units can be moved from: Org Unit to Org Unit Org Unit to Org Set (and Vice Versa) Org Set to Org Set Roles, Resources and Assets can be moved…
12.5.1 Create Document Objects
12.0 Editing on the Web App » 12.5 Documents Edit » 12.5.1 Create Document Objects
Web Modelers can create new Document Objects on the Web App. These objects can be Document Sets, Document Folders and Documents, such as Files, File Links, and URLs. Web Modelers can create new Document objects by clicking on the button or directly through the Details…
12.4.6 Organization Objects Security
12.0 Editing on the Web App » 12.4 Organization Edit » 12.4.6 Organization 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 Organization Objects. To learn how to set security on an object, click here.
12.4.4 Publish Organization Objects
12.0 Editing on the Web App » 12.4 Organization Edit » 12.4.4 Publish Organization Objects
Once Web Modelers finished creating Organization Objects, they can publish it and allow all users with rights to view the objects. To learn how to publish objects, click here
12.5.2 Edit Document Objects
12.0 Editing on the Web App » 12.5 Documents Edit » 12.5.2 Edit Document Objects
Web Modelers can edit the Details of Document 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…
12.5.4 Publish Document Objects
12.0 Editing on the Web App » 12.5 Documents Edit » 12.5.4 Publish Document Objects
Once Web Modelers finished creating Document Objects, they can publish it and allow all users with rights to view the objects. To learn how to publish objects, click here
12.5.3 Delete Document Objects
12.0 Editing on the Web App » 12.5 Documents Edit » 12.5.3 Delete Document Objects
Web Modelers can Delete Document Objects if they have Delete security permission. To learn how delete objects, click here
12.5.6 Document Objects Security
12.0 Editing on the Web App » 12.5 Documents Edit » 12.5.6 Document 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 Document Objects. To learn how to set security on an object, click here.
12.5.8 Merge Document Objects
12.0 Editing on the Web App » 12.5 Documents Edit » 12.5.8 Merge Document 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…
12.5.7 Move Document Objects
12.0 Editing on the Web App » 12.5 Documents Edit » 12.5.7 Move Document Objects
Users can move Documents and Document Folders within the Documents Module in the EPC. In Edit Mode, Document Folders can be moved from: Folder to Folder Folder to Set (Vice Versa) Documents can be moved from Folder to Folder To move Document Objects, navigate…
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…
12.2.3 Edit Process Objects
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.3 Edit Process Objects
Web Modelers can edit the Details of a Process. They need to navigate to the Edit button of the process to access the Edit Details window. The Edit Details window has three tabs, General, Properties, and Flow Objects. Under each tab there are different sections where…
12.2.8 Move Process Objects
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.8 Move Process Objects
Users can move Processes within the Process Module, facilitating updates, changes and minimizing any unnecessary work repetition. In Edit Mode, processes can be moved from: Sub-Process to Sub-Process Sub-Process to Process Set (or vice versa) Process Set to…
12.2.4 Delete Process Objects
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.4 Delete Process Objects
While Web Modelers use the Edit option to map their processes on the EPC Webapp, they can also delete the objects they no longer want. These objects can be shapes, items and flows within process maps. *Only users given the permission to be Web Modelers and the Delete…
12.2.5 Publish Process Objects
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.5 Publish Process Objects
Once Web Modelers finished creating Process objects and mapping Processes, they can publish it and allow all users with rights to view the process. To learn how to publish objects, click here
9.1.4.1 Restore Deleted Objects
9.0 Environment Admin » 9.1 Environment Settings » 9.1.4 Archive » 9.1.4.1 Restore Deleted Objects
Environment Administrators can restore deleted objects in the EPC. This allows your administrators to restore any objects deleted accidentally, or restore any previous version on objects easily. Users can: Restore deleted objects to their original location,…
12.2.1 Create Process Objects
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.1 Create Process Objects
EPC Modelers can create new Process Objects within the Web App by clicking on the icon or directly through the Details page of a Process Set or Process. EPC Modelers are able to: Create Process Set Create Process: New Button Create Process: Tree Create Process:…
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…
12.6.8 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
12.7.1 Create Control Objects
12.0 Editing on the Web App » 12.7 Control Edit » 12.7.1 Create Control Objects
Web Modelers can create new Control Objects on the Web App. These objects can be Control Sets, Control Folders, and Controls. Web Modelers can create new Control objects by clicking on the button or directly through the Details Page of a Control Set or Control Folder.…
12.7.2 Edit Control Objects
12.0 Editing on the Web App » 12.7 Control Edit » 12.7.2 Edit Control Objects
Web Modelers can edit the Details of Control objects. They need to navigate to the Edit button of the Control 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…
12.7.8 Merge Control Objects
12.0 Editing on the Web App » 12.7 Control Edit » 12.7.8 Merge Control 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…
12.7.6 Control Objects Security
12.0 Editing on the Web App » 12.7 Control Edit » 12.7.6 Control 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 Control Objects. To learn how to set security on an object, click here.
12.7.7 Move Control Objects
12.0 Editing on the Web App » 12.7 Control Edit » 12.7.7 Move Control Objects
Users can move Controls and Control Folders within the Control Module in the EPC. In Edit Mode, Control Folders can be moved from: Folder to Folder Folder to Set (Vice Versa) Controls can be moved from Folder to Folder To move Control Objects, navigate to the…
12.7.3 Delete Control Objects
12.0 Editing on the Web App » 12.7 Control Edit » 12.7.3 Delete Control Objects
Web Modelers can Delete Control Objects if they have Delete security permission. To learn how delete objects, click here
12.7.4 Publish Control Objects
12.0 Editing on the Web App » 12.7 Control Edit » 12.7.4 Publish Control Objects
Once Web Modelers finished creating Control Objects, they can publish it and allow all users with rights to view the objects. To learn how to publish objects, click here
12.1.4.1.2.2 Export EPC Objects
12.0 Editing on the Web App » 12.1 General Edit » 12.1.4 Import/Export Content » 12.1.4.1 Import/Export EPC Content » 12.1.4.1.2 Export EPC Content » 12.1.4.1.2.2 Export EPC Objects
Follow the steps below to export specific EPC Objects. The export wizard will create a data file with the format .epc. 1. From the WebApp Toolbar, select the three dots > Export 2. Select EPC Single Process or Process Set (.epc) 3. Select one or more…
4.2.1.1.4 My Documents Widget
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.1 Widget Dashboard Manager » 4.2.1.1.4 My Documents Widget
The “My Documents” Widget allows users to view a list of documents assigned to their user’s role and/or resource. This allows users to keep track of the documents assigned to them as well as to have easy access to them on the Home Page. Users can…
4.2.1.1.6 My Actions Widget
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.1 Widget Dashboard Manager » 4.2.1.1.6 My Actions Widget
The “My Actions” Widget allows users to view a list of items they are actively engaging with. Once users access their Home Page, they can have easy access to a list of items they need to act upon, or are requiring their action. There are 5 different…
4.2.1.1.5 My Performance Widget
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.1 Widget Dashboard Manager » 4.2.1.1.5 My Performance Widget
The “My Performance” Widget allows users to feature a list of company, department and personal Performance Measures. This allows users to keep track of the Performance Measures and have easy access to them on the Home Page. This Widget allows users to…
4.2.1.1.12 My Map Widget
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.1 Widget Dashboard Manager » 4.2.1.1.12 My Map Widget
The map widget shows how many localized processes there are per country on a world map. It allows companies to quickly determine per country basis where their most concentrated amount of localized processes are. *The widget uses the ISO 3166 Alpha-3 code to detect…
12.9.1 Create Master Data Objects
12.0 Editing on the Web App » 12.9 Master Data Edit » 12.9.1 Create Master Data Objects
Web Modelers can create new Master Data objects on the Web App. These objects can be Master Data Sets, Master Data Folders, Entities, and Attributes. Web Modelers can create new Master Data objects by clicking on the button or directly through the Details Page of a…
9.1.1.3 Locked Objects – Unlock
9.0 Environment Admin » 9.1 Environment Settings » 9.1.1 General » 9.1.1.3 Locked Objects – Unlock
The environment administrator has a dedicated section in which he can manage the objects that are currently locked by users. The Edit Lock prevents other users to edit content as someone is already editing it. The “Locked Objects” section is a table that…
12.8.5 Rule Objects Approval Cycle
12.0 Editing on the Web App » 12.8 Rule Edit » 12.8.5 Rule Objects Approval Cycle
Web Modelers can set Approval Cycles on Rule Objects. To learn how to set Approval Cycles, click here
12.9.2 Edit Master Data Objects
12.0 Editing on the Web App » 12.9 Master Data Edit » 12.9.2 Edit Master Data Objects
Web Modelers can edit the Details of Master Data objects. They need to navigate to the Edit button of the Master Data object to access the Edit Details window. The Edit Details window has two tabs, General, and Properties. Under each tab there are different sections…
12.3.5 Performance Objects Approval Cycle
12.0 Editing on the Web App » 12.3 Performance Edit » 12.3.5 Performance Objects Approval Cycle
Web Modelers can set Approval Cycles on Performance Objects. To learn how to set Approval Cycles, click here
12.4.5 Organization Objects Approval Cycle
12.0 Editing on the Web App » 12.4 Organization Edit » 12.4.5 Organization Objects Approval Cycle
Web Modelers can set Approval Cycles on Organization Objects. To learn how to set Approval Cycles, click here
12.5.5 Document Objects Approval Cycle
12.0 Editing on the Web App » 12.5 Documents Edit » 12.5.5 Document Objects Approval Cycle
Web Modelers can set Approval Cycles on Document Objects. To learn how to set Approval Cycles, click here
12.1.5.8 Associate Master Data Objects
12.0 Editing on the Web App » 12.1 General Edit » 12.1.5 Associations » 12.1.5.8 Associate Master Data Objects
Users can now assign Entities and Attributes directly to processes and flow objects, to help map data flow, information transfer, etc. Additionally, users have the ability to assign responsibility and clearance on these master data objects following the CRUD…
12.2.2.2.10 Associate Objects to Shapes
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.2 Map a Process » 12.2.2.2.10 Associate Objects to Shapes
As process mappers and viewers, information richness improves overall understanding of the maps. One important aspect of this is visual information. Web Modelers can associate objects to shapes display the flow of data through a process map. The Associate Objects to…
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
12.7.5 Control Objects Approval Cycle
12.0 Editing on the Web App » 12.7 Control Edit » 12.7.5 Control Objects Approval Cycle
Web Modelers can set Approval Cycles on Control Objects. To learn how to set Approval Cycles, click here
12.9.8 Merge Master Data Objects
12.0 Editing on the Web App » 12.9 Master Data Edit » 12.9.8 Merge Master Data 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…
12.9.6 Master Data Objects Security
12.0 Editing on the Web App » 12.9 Master Data Edit » 12.9.6 Master Data 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 Master Data Objects. To learn how to set security on an object, click here.
12.9.7 Move Master Data Objects
12.0 Editing on the Web App » 12.9 Master Data Edit » 12.9.7 Move Master Data Objects
Users can move Entities, Attributes and Master Data Folders within the Rule Module in the EPC. In Edit Mode, Master Data Folders can be moved from: Folder to Folder Folder to Set (Vice Versa) Entities & Attributes can be moved from Folder to Folder To move…
12.9.3 Delete Master Data Objects
12.0 Editing on the Web App » 12.9 Master Data Edit » 12.9.3 Delete Master Data Objects
Web Modelers can Delete Master Data Objects if they have Delete security permission. To learn how delete objects, click here
12.9.4 Publish Master Data Objects
12.0 Editing on the Web App » 12.9 Master Data Edit » 12.9.4 Publish Master Data Objects
Once Web Modelers finished creating Master Data Objects, they can publish it and allow all users with rights to view the objects. To learn how to publish objects, click here
4.2.1.1.7 My Performance Chart Widget
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.1 Widget Dashboard Manager » 4.2.1.1.7 My Performance Chart Widget
The “My Performance Chart” Widget allows users to feature the performance indicators assigned to their role with a level of responsibility in a pie-chart. Each portion counts of all Key Performance Indicators (KPIs), Key Control Indicators (KCIs) and Key…
4.2.1.1.9 My Actions Pending Widget
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.1 Widget Dashboard Manager » 4.2.1.1.9 My Actions Pending Widget
The “My Actions Pending” Widget allows users to feature the number of actions pending assigned to their role. This widget is a good visual tool enabling users to know the number of items they need to act upon, or are requiring their action. There are 4…
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…
4.2.1.1.12.1 Customizing My Map Widget
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.1 Widget Dashboard Manager » 4.2.1.1.12 My Map Widget » 4.2.1.1.12.1 Customizing My Map Widget
The Map Widget allows users to quickly determine where their localized processes within EPC are located on a world map. Moving and Resizing the Widget To resize the widget, click on the double ended arrow on the bottom right corner. Drag across the screen to adjust…
12.1.3.14 Copy (and Paste) Existing Objects
12.0 Editing on the Web App » 12.1 General Edit » 12.1.3 Edit Toolbar » 12.1.3.14 Copy (and Paste) Existing Objects
The EPC now allows web editors to copy (and paste) existing objects, allowing you to rapidly build content in your application. Copying an existing object will allow you to create an exact copy of the object, maintaining all associations and critical details attached…
12.3.2.3 Edit Performance Objects Properties Details
12.0 Editing on the Web App » 12.3 Performance Edit » 12.3.2 Edit Performance Objects » 12.3.2.3 Edit Performance Objects Properties Details
The Properties tab contains sections for the type, the categories applicable and the attributes. The Properties tab is available for the following Performance Objects: Objectives Performance Indicators Since the Properties sections are common to many EPC…
12.4.2.5 Edit Organization Objects Properties Details
12.0 Editing on the Web App » 12.4 Organization Edit » 12.4.2 Edit Organization Objects » 12.4.2.5 Edit Organization Objects Properties Details
The Properties tab contains sections for the BPMN Properties, the type, the categories applicable and the attributes. The Properties tab is available for the following Organization Objects: Organization Units Roles Assets Resources What are the BPMN…
12.2.3.2 Edit Process Objects Properties Details
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.3 Edit Process Objects » 12.2.3.2 Edit Process Objects Properties Details
The Properties tab for Processses contains sections for the BPMN Properties, the type, the categories applicable and the attributes. The Properties tab for Flow Objects contains sections for the categories applicable and the attributes. What are the BPMN…
12.2.3.3 Edit Process Flow Objects Details
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.3 Edit Process Objects » 12.2.3.3 Edit Process Flow Objects Details
The Flow Objects tab contains all flow objects used in a process map. Web Modeler can edit the basic information about the flow object, its Responsibilities, its Associations, and its properties. Web Modelers can edit the following Flow Objects:…
12.1.2.3.1 Create Objects – New Button
12.0 Editing on the Web App » 12.1 General Edit » 12.1.2 Create » 12.1.2.3 Create Objects » 12.1.2.3.1 Create Objects – New Button
Web Modelers can create objects in the WebApp and organize them in a hierarchical manner in a “Parent-Child” relationship. See the table in the Create section which lists the Parent-Child relationships per object. !Due to their different nature and…
12.9.5 Master Data Objects Approval Cycle
12.0 Editing on the Web App » 12.9 Master Data Edit » 12.9.5 Master Data Objects Approval Cycle
Web Modelers can set Approval Cycles on Master Data Objects. To learn how to set Approval Cycles, click here
12.1.2.3.2 Create Objects – Object Details Tab
12.0 Editing on the Web App » 12.1 General Edit » 12.1.2 Create » 12.1.2.3 Create Objects » 12.1.2.3.2 Create Objects – Object Details Tab
Web Modelers can create objects in the WebApp and organize them in a hierarchical manner in a “Parent-Child” relationship. See the table in the Create section which lists the Parent-Child relationships per object. !Due to their different nature and…
12.9.2.3 Edit Master Data Objects Properties Details
12.0 Editing on the Web App » 12.9 Master Data Edit » 12.9.2 Edit Master Data Objects » 12.9.2.3 Edit Master Data Objects 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…
7.1.2.1 Show Changes Since My Last Approval
7.0 Approvals, Confirmations and Endorsements » 7.1 Approval Cycle » 7.1.2 Show Changes » 7.1.2.1 Show Changes Since My Last Approval
An object may go through several approval cycles before it gets published. For instance, in a serial approval cycle, the second approver might have noticed an error that the first approver did not spot, and will reject the changes. Alternatively, an object may have…
4.2.1.1.8 My Posts & Replies Chart Widget
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.1 Widget Dashboard Manager » 4.2.1.1.8 My Posts & Replies Chart Widget
The “My Post & Replies Chart” Widget allows users to view a chart with the number of posts and replies created over the past seven days on processes and flow objects where the user has a level of responsibility (RASCI-VS) or/and is subscribed to. Each of…
12.1.8.1 Tree selector (Tree Editing) – Create objects
12.0 Editing on the Web App » 12.1 General Edit » 12.1.8 Tree Selector (Editing) » 12.1.8.1 Tree selector (Tree Editing) – Create objects
To create new content, everything can be done through right-clicking. Instructions to create content *These steps only have to be followed in order for the first time content is created. Once there is existing content, the right-clicking can be done from any…
12.1.8.3 Tree selector (Tree Editing) – Delete objects
12.0 Editing on the Web App » 12.1 General Edit » 12.1.8 Tree Selector (Editing) » 12.1.8.3 Tree selector (Tree Editing) – Delete objects
To delete content, everything can be done through right-clicking. Instructions to delete content *The delete action is available for every object that exists in the tree. The exception is for Resources for the Organization module, that can’t be…