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4.5.3.1.1.4 Zoom In
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 » 4.5.3.1.1.4 Zoom In
The zoom function has been implemented to assist users in viewing specific items within selected Performance Measures. To use the Zoom In button, please see the following instructions. 1. Navigate to a Performance Measure within the Performance Module 2. Click on the…
4.9.3.1.1.4 Zoom in
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 » 4.9.3.1.1.4 Zoom in
The zoom function has been implemented to assist users in viewing specific items within selected Control items. To use the Zoom In button, please see the following instructions. 1. Navigate to a Control Unit within the Control Module 2. Click on the “Quick Graph…
4.10.3.1.1.3 Zoom in
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 » 4.10.3.1.1.3 Zoom in
The zoom function has been implemented to assist users in viewing specific items within selected Rule items. To use the Zoom In button, please see the following instructions. 1. Navigate to a Rule Unit within the Rule Module 2. Click on the “Quick Graph View icon …
4.7.3.1.1.4 Zoom In
4.0 Navigating the Web App » 4.7 Documents » 4.7.3 Graph » 4.7.3.1 Graph Navigation » 4.7.3.1.1 Navigating In Graphs » 4.7.3.1.1.4 Zoom In
The zoom function has been implemented to assist users in viewing specific items within selected Documents. To use the Zoom In button, please see the following instructions. 1. Navigate to a Document within the Documents Module 2. Click on the Quick Graph View icon …
4.6.3.1.1.4 Zoom In
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 » 4.6.3.1.1.4 Zoom In
The zoom function has been implemented to assist users in viewing specific items within selected Organization items. To use the Zoom In button, please see the following instructions. 1. Navigate to an Org Unit within the Organization Module 2. Click on the “Quick…
4.8.3.1.1.3 Zoom in
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 » 4.8.3.1.1.3 Zoom in
The zoom function has been implemented to assist users in viewing specific items within selected Risk items. To use the Zoom In button, please see the following instructions. 1. Navigate to a Risk Unit within the Risk Module 2. Click on the “Quick Graph View icon …
4.11.3.1.1.3 Zoom in
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 » 4.11.3.1.1.3 Zoom in
The zoom function has been implemented to assist users in viewing specific items within selected Master Data items. To use the Zoom In button, please see the following instructions. 1. Navigate to a Master Data item within the Master Data Module 2. Click on the…
12.2.2.1.2.6 Zoom In
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.1 Graph Edit Mode » 12.2.2.1.2 Graph Toolbar » 12.2.2.1.2.6 Zoom In
The Zoom In function has been implemented to assist Web Modelers to zoom in into specific items and get a better view of the process on the Edit Screen. The Zoom In button can be accessed when Web Modelers go on Edit Mode. The Zoom In button is located on the toolbar…
4.4.3.1.1.3 Zoom In
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 » 4.4.3.1.1.3 Zoom In
The zoom function has been implemented to assist users in viewing specific items within selected processes To use the Zoom In button, please see the following instructions. 1. Navigate to the Graph tab 2. Select Zoom In button at the upper left corner of the…
4.11.3.1.1.4 Zoom Out
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 » 4.11.3.1.1.4 Zoom Out
The zoom function has been implemented to assist users in viewing specific items within selected Master Data items. To use the Zoom Out button, please see the following instructions. 1. Navigate to a Master Data item within the Master Data Module 2. Click on the…
4.5.3.1.1.5 Zoom Out
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 » 4.5.3.1.1.5 Zoom Out
The zoom function has been implemented to assist users in viewing specific items within selected Performance Measures. 1. Navigate to a Performance Measure within the Performance Module 2. Click on the Quick Graph View icon 3. Select the Zoom in button 4. Repeat…
4.9.3.1.1.5 Zoom Out
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 » 4.9.3.1.1.5 Zoom Out
The zoom function has been implemented to assist users in viewing specific items within selected Control items. To use the Zoom Out button, please see the following instructions. 1. Navigate to a Control Unit within the Control Module 2. Click on the “Quick Graph…
4.10.3.1.1.4 Zoom Out
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 » 4.10.3.1.1.4 Zoom Out
The zoom function has been implemented to assist users in viewing specific items within selected Rule items. To use the Zoom Out button, please see the following instructions. 1. Navigate to a Rule Unit within the Rule Module 2. Click on the “Quick Graph View icon …
4.7.3.1.1.5 Zoom Out
4.0 Navigating the Web App » 4.7 Documents » 4.7.3 Graph » 4.7.3.1 Graph Navigation » 4.7.3.1.1 Navigating In Graphs » 4.7.3.1.1.5 Zoom Out
The zoom function has been implemented to assist users in viewing specific items within selected Documents. To use the Zoom Out button, please see the following instructions. 1. Navigate to a Document within the Documents Module 2. Click on the Quick Graph View icon …
4.6.3.1.1.5 Zoom Out
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 » 4.6.3.1.1.5 Zoom Out
The zoom function has been implemented to assist users in viewing specific items within selected Organization items. To use the Zoom Out button, please see the following instructions. 1. Navigate to an Org Unit within the Organization Module 2. Click on the “Quick…
4.8.3.1.1.4 Zoom Out
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 » 4.8.3.1.1.4 Zoom Out
The zoom function has been implemented to assist users in viewing specific items within selected Risk items. To use the Zoom Out button, please see the following instructions. 1. Navigate to a Risk Unit within the Risk Module 2. Click on the “Quick Graph View icon …
12.2.2.1.2.7 Zoom Out
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.1 Graph Edit Mode » 12.2.2.1.2 Graph Toolbar » 12.2.2.1.2.7 Zoom Out
The Zoom Out function has been implemented to assist Web Modelers to zoom out to get a better view of the process on the Edit Screen. The Zoom Out button can be accessed when Web Modelers go on Edit Mode. The Zoom Out button is located on the toolbar at the top-left…
4.4.3.1.1.4 Zoom Out
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 » 4.4.3.1.1.4 Zoom Out
The zoom function has been implemented to assist users in viewing specific items within selected processes To use the Zoom Out button, please see the following instructions 1. Select Zoom Out button at the upper left corner of the page 2. Click button until…
4.1 Logging in
4.0 Navigating the Web App » 4.1 Logging in
Logging in is the entry point for the EPC Web App. 1. To access the login page for EPC 10, you must type the corresponding URL in your preferred browser. This URL is company specific. Therefore you must contact an EPC administrator to obtain the correct URL. 2. Once…
4.12.2.2 Participating in Collaboration
4.0 Navigating the Web App » 4.12 Collaboration » 4.12.2 Using Collaboration Features » 4.12.2.2 Participating in Collaboration
Users can participate in collaboration engagements in a variety of facets. Users can: 1. Reply to an open engagement 2. Share an engagement or comment 3. Vote on an open engagement, and 4. Close the collaboration engagement (If authorized)
4.5.3.1.1 Navigating In Graphs
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
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 focused on user viewing and graph functionality. Please see the table below for a full list and…
4.9.3.1.1 Navigation in Graphs
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
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…
4.10.3.1.1 Navigation In Graphs
4.0 Navigating the Web App » 4.10 Rule » 4.10.3 Graph » 4.10.3.1 Graph Navigation » 4.10.3.1.1 Navigation In Graphs
Navigation within the graph section is primary controlled by the toolbar at the top of the page. The toolbar is divided into 2 sections. Section 1: items are focussed on user viewing and graph functionality. Please see the table below for a full list and…
11.1.2 In-Graph Icons
11.0 Icons and Glossary » 11.1 Icons » 11.1.2 In-Graph Icons
Icon Item Roles Assets Documents Resources Org Units Risks Rules Controls Objectives …
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…
4.6.3.1.1 Navigating In Graphs
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
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…
4.11.3.1.1 Navigation In Graphs
4.0 Navigating the Web App » 4.11 Master Data » 4.11.3 Graph » 4.11.3.1 Graph Navigation » 4.11.3.1.1 Navigation In Graphs
Navigation within the graph section is primary controlled by the toolbar at the top of the page. The toolbar is divided into 2 sections. Section 1: items are focussed on user viewing and graph functionality. Please see the table below for a full list and…
4.4.3.1.1 Navigating in Graphs
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
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…
12.1.4.1.3 Multi-Language Support in EPC
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 » 12.1.4.1.3 Multi-Language Support in EPC
*NOTE: This feature requires a multilingual license. If you are using EPC version 9.7 or newer (with a multilingual license), please read the following for important import/export information. What will happen when I import a file that predates version 9.7 into an…
3.2 What Can I do in EPC Web App?
3.0 The Web App » 3.2 What Can I do in EPC Web App?
The Web App displays all information that aids you in completing your job. You can access everything relating to your everyday tasks, activities, roles, documents and virtually any type of information that is relevant to your job, from the most important to the least…
4.8.3.1.1.1 Fit 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 » 4.8.3.1.1.1 Fit Screen
The fit screen function has been implemented to assist users at replacing and re-centering performance graphs. To use the fit screen button, please see the following instructions. 1. Navigate to a Risk within the Risk Module 2. Click on the Quick Graph View icon …
12.2.2.1.2.5 Fit Screen
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.1 Graph Edit Mode » 12.2.2.1.2 Graph Toolbar » 12.2.2.1.2.5 Fit Screen
The Fit Screen function has been implemented to assist Web Modelers at centering the selected process on the Edit screen. The Fit Screen can be accessed when Web Modelers go on Edit Mode. The Fit Screen button is located on the toolbar at the top-left of the Edit…
8.1.1.2 Edit User Profile Picture
8.0 My Profile » 8.1 General » 8.1.1 User Profile Picture » 8.1.1.2 Edit User Profile Picture
After a user added his profile picture, he can edit his profile picture to find the best fit inside the circular window. To edit profile picture, please follow the next steps: 1. Navigate to the “My Profile” section on the EPC WebApp 2. Follow the…
4.8.3 Graph
4.0 Navigating the Web App » 4.8 Risk » 4.8.3 Graph
Graphs are used as a visual representation of Risks. Graphs allow organizations and users to map out their Risks and provide key stakeholders with necessary information. They provide users with a high-level overview of Risks, as well as the processes and roles affected…
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…
4.8.3.1.1.8 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…
4.7.3.1.1.2 Fit Screen
4.0 Navigating the Web App » 4.7 Documents » 4.7.3 Graph » 4.7.3.1 Graph Navigation » 4.7.3.1.1 Navigating In Graphs » 4.7.3.1.1.2 Fit Screen
The fit screen function has been implemented to assist users at replacing and re-centering graphs. To use the fit screen button, please see the following instructions. 1. Navigate to a Document within the Documents Module 2. Click on the Quick Graph View icon …
12.2.2.1.2 Graph Toolbar
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.1 Graph Edit Mode » 12.2.2.1.2 Graph Toolbar
The Graph Toolbar focuses on user viewing and on editing graph functionalities helping Web Modelers to map processes. Please see the table below for a full list of items on the Graph Toolbar and description of each item: Item Icon Description…
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…
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…
4.9.3.1.1.2 Fit Screen
4.0 Navigating the Web App » 4.9 Control » 4.9.3 Graph » 4.9.3.1 Graph Navigation » 4.9.3.1.1 Navigation in Graphs » 4.9.3.1.1.2 Fit Screen
The fit screen function has been implemented to assist users at replacing and re-centering performance graphs. To use the fit screen button, please see the following instructions. 1. Navigate to a Control within the Control Module 2. Click on the Quick Graph View…
4.10.3.1.1.1 Fit Screen
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 » 4.10.3.1.1.1 Fit Screen
The fit screen function has been implemented to assist users at replacing and re-centering performance graphs. To use the fit screen button, please see the following instructions. 1. Navigate to a Rule within the Rule Module 2. Click on the Quick Graph View icon …
4.11.3.1.1.1 Fit Screen
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 » 4.11.3.1.1.1 Fit Screen
The fit screen function has been implemented to assist users at replacing and re-centering performance graphs. To use the fit screen button, please see the following instructions. 1. Navigate to an Attribute within the Master Data Module 2. Click on the Quick Graph…
4.5.3.1.1.2 Fit Screen
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 » 4.5.3.1.1.2 Fit Screen
The fit screen function has been implemented to assist users at replacing and re-centering performance graphs. To use the fit screen button, please see the following instructions. 1. Navigate to a Performance Measure within the Performance Module 2. Click on the…
4.12.1.1.2 Filtering
4.0 Navigating the Web App » 4.12 Collaboration » 4.12.1 Navigation » 4.12.1.1 Collaboration Module » 4.12.1.1.2 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. The Filtering section will cover the following: 1. How to Add Filters 2. How to Remove Filters 3. How to Combine…
4.8.2.3 Quick Graph View
4.0 Navigating the Web App » 4.8 Risk » 4.8.2 List » 4.8.2.3 Quick Graph View
Quick Graph View is a feature of the EPC Web App that allows users to immediately view rules in a graph mode. While Graph’s will be further explained below, the Quick Graph View allows users to quickly navigate to a Graph from “List View”. Please see the…
12.8.1.3 Create a Rule
12.0 Editing on the Web App » 12.8 Rule Edit » 12.8.1 Create Rule Objects » 12.8.1.3 Create a Rule
A Rule is an EPC object that model the structural facts, terms, invariant and constraints by which a company operates. Business rules are used as governance tools for organizations to build a structure that allows businesses to operate on a daily basis. Business rules…
4.6.3.1.1.2 Fit Screen
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 » 4.6.3.1.1.2 Fit Screen
The fit screen function has been implemented to assist users at replacing and re-centering the window. To use the fit screen button, please see the following instructions. 1. Navigate to an Org Unit within the Organization Module 2. Click on the “Quick Graph View…
4.8.3.1.1.5 Subscribe
4.0 Navigating the Web App » 4.8 Risk » 4.8.3 Graph » 4.8.3.1 Graph Navigation » 4.8.3.1.1 Navigation In Graphs » 4.8.3.1.1.5 Subscribe
The subscribe function, symbolized by the icon, has been added to allow users to track items, objects and processes in the EPC. Users can subscribe to specific items or processes to simplify and centralize monitoring activities. By subscribing to items, users will…
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…
4.12.2 Using Collaboration Features
4.0 Navigating the Web App » 4.12 Collaboration » 4.12.2 Using Collaboration Features
Using the Collaboration feature is allows users and businesses to continuously drive continuous improvement. Users are encouraged to voice their opinion, provide insight and thus, continuously engage in process improvement. The section below will cover: 1. How to…
10.4.8 Filter Group Table
10.0 System Admin » 10.4 Groups » 10.4.8 Filter Group Table
Admins can also search for a Group by typing the name of the environment on the search box. The Filtering section will cover the following: 1. How to Add Filters 2. How to Remove Filters 3. How to Combine Filters
4.4.3.1.1.8 Subscribe
4.0 Navigating the Web App » 4.4 Process » 4.4.3 Graph » 4.4.3.1 Graph Navigation » 4.4.3.1.1 Navigating in Graphs » 4.4.3.1.1.8 Subscribe
The subscribe function, symbolized by the icon, has been added to allow users to track items, objects and processes in the EPC. Users can subscribe to specific items or processes to simplify and centralize monitoring activities. By subscribing to items, users will…
10.8.3.1 Add Category
10.0 System Admin » 10.8 Attributes » 10.8.3 Categories » 10.8.3.1 Add Category
How to Add a Category 1. Navigate to the System Admin Section 2. Select the Attributes tab under the System Admin section 3. To add a new Category, select the button 4. This will create a pop-up window allowing System Admins to fill in the appropriate…
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…
12.1.4.3.1 Import BPMN Content
12.0 Editing on the Web App » 12.1 General Edit » 12.1.4 Import/Export Content » 12.1.4.3 Import/Export BPMN Content » 12.1.4.3.1 Import BPMN Content
Follow the steps below to import data from an outside EPC environment. The format of the data file must be .bpmn *NOTE: Users are now able to import from EPC, Visio and BPMN. 1. From the WebApp Toolbar, select the three dots > Import 2. Select BPMN (.bpmn) and…
4.9.3.3 Hierarchy Graph
4.0 Navigating the Web App » 4.9 Control » 4.9.3 Graph » 4.9.3.3 Hierarchy Graph
Hierarchy Graphs allows users to view the vertical and horizontal hierarchy of Control Sets and Control Folders.This view provides users with a graphical representation of where specific Controls fit within the overall organization. This allows organizational users to…
4.8.3.3 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…
12.2.2.2.8.1 Manually Re-Route Process Flows
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.2 Map a Process » 12.2.2.2.8 Reroute a Flow » 12.2.2.2.8.1 Manually Re-Route Process Flows
Users can Manually Re-Route Process Flows to customize and organize their process maps. To reroute a flow object while keeping the initial location of your ports, please follow the instructions. Navigate to Full Screen Edit Mode, after clicking on Edit Button …
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…
10.8.4 System Attributes
10.0 System Admin » 10.8 Attributes » 10.8.4 System Attributes
System Admins are responsible to create System Attributes and assign them to objects. System Attributes are used to add a layer of classification for items. System Attributes can have different object types. They will automatically appear on the object in the Modeler…
12.2.2.8.4 Tree selector – Merge Inputs and Outputs
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.8 Inputs and Outputs » 12.2.2.8.4 Tree selector – Merge Inputs and Outputs
To reach the tree selector window, you need to click on the following button. Steps to get there are detailed in Inputs and Outputs. To merge content, everything is done through right-clicking. Instructions to merge content *The merge action is available only for…
12.1.3.12.8 Browse Versions
12.0 Editing on the Web App » 12.1 General Edit » 12.1.3 Edit Toolbar » 12.1.3.12 Tools » 12.1.3.12.8 Browse Versions
Users are able to browse previous versions of any objects in EPC and restore them. Browsing previous versions is available in the following modules: Process Document Organization Rule Risk Control Performance Master Data Accessing a previous version To…
4.4.3.1.1.10 Overview Window
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 » 4.4.3.1.1.10 Overview Window
The overview window is available on the bottom right corner of the Graph in both view and edit mode. *The overview window is not available when comparing changes during approval cycles Click and drag the rectangle within the overview window to move your viewing…
12.1.2 Create
12.0 Editing on the Web App » 12.1 General Edit » 12.1.2 Create
Web Modelers can create content directly in the WebApp. Each module’s objects are organized in a hierarchical manner, and some module have certain particularities in the hierarchy based on their context. The table below lists the types of objects that can be…
4.8.4.1.1 Toolbar
4.0 Navigating the Web App » 4.8 Risk » 4.8.4 Details » 4.8.4.1 Navigation » 4.8.4.1.1 Toolbar
The toolbar on the Risk Module provides users with a variety of functions to navigate and leverage the details page. Section 1: items are focused on user viewing and graph functionality. Please see the table below for a full list and description of each…
4.8.2.2.1 Add Filter
4.0 Navigating the Web App » 4.8 Risk » 4.8.2 List » 4.8.2.2 Filtering » 4.8.2.2.1 Add Filter
You can add filters to see Risks and other items of your choice. Type what you are looking for, select the filter in the drop-down menu, or define the range of dates. How to Add Filter 1. Navigate cursor and select the box column you wish to filter. For this example,…
12.1.3 Edit Toolbar
12.0 Editing on the Web App » 12.1 General Edit » 12.1.3 Edit Toolbar
Web Modelers can view and use the Edit Toolbar if they have the permission to be a Web Modeler, their displayed content is set to Show Latest, their editing tool is the Web and they have the security permission on the object. The boxes on the Edit Toolbar are the…
4.11.1 Module Overview
4.0 Navigating the Web App » 4.11 Master Data » 4.11.1 Module Overview
EPC’s Master Data module allows users to organize and manage data. The EPC provides 3 different dimensions, allowing users to properly view and understand their organizational structure. Dimension Details 1. List Provides view of all…
12.1.8.2 Tree selector (Tree Editing) – Edit Objects
12.0 Editing on the Web App » 12.1 General Edit » 12.1.8 Tree Selector (Editing) » 12.1.8.2 Tree selector (Tree Editing) – Edit Objects
To edit content, everything can be done through right-clicking. Instructions to edit content *The edit action is available for every objects that exists in the tree. The exception is for Resources for the Organization module, that can’t be…
12.1.3.4 Edit
12.0 Editing on the Web App » 12.1 General Edit » 12.1.3 Edit Toolbar » 12.1.3.4 Edit
The Edit button enables Web Modelers to edit objects on the EPC Web App. When navigating to the Edit button, Web Modelers will be redirected to the Edit Details window for the object Web Modelers need to ensure they have the permission to be a Web Modeler, their…
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.…
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…
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…
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…
4.3.2 Navigation within a Module
4.0 Navigating the Web App » 4.3 General Navigation » 4.3.2 Navigation within a Module
The Navigation Tree can be used to help users navigate between different elements within a specific EPC Module. The Tree allows users to navigate through module components following the hierarchy set by process and system modelers. To use the Navigation Tree, please…
12.1.1.4 Edit Lock
12.0 Editing on the Web App » 12.1 General Edit » 12.1.1 WebApp Editing Rules » 12.1.1.4 Edit Lock
Either by creating new content or editing existing content, objects in EPC are in constant evolution and can regroup a lot of information in their different specific areas. To avoid conflict between two users potentially editing the same object, any user editing an…
12.1.1.3 Editing Language
12.0 Editing on the Web App » 12.1 General Edit » 12.1.1 WebApp Editing Rules » 12.1.1.3 Editing Language
Web Modelers can input content data about EPC objects in different languages. Editing the language of EPC objects is done through the Edit Details window of an object. This enables EPC end users to display the content in the language they prefer. To learn how to…
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…
12.4.2 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…
12.4.1.8 Import Users as Resources
12.0 Editing on the Web App » 12.4 Organization Edit » 12.4.1 Create Organization Objects » 12.4.1.8 Import Users as Resources
A resource represents a physical person (Employee) that performs work and executes activities in an organization. Resources in EPC can be associated to one or multiple roles. Multiple resources can also have the same role. Web Modelers can import EPC users as…
10.3.8.2 Remove Filter
10.0 System Admin » 10.3 Users » 10.3.8 Filter User Table » 10.3.8.2 Remove Filter
System Administrators are able to Remove Filters on the Users Table after adding a filter How to Remove Filter System Admin first needs to add a filter. Refer to How to Add a Filter To remove the filter, click on the button beside the filter name. …
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…
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…
12.1.4.4 Import Master Data Content
12.0 Editing on the Web App » 12.1 General Edit » 12.1.4 Import/Export Content » 12.1.4.4 Import Master Data Content
Environment and System Administrators can import a database structure from a system’s DBMS using a .csv file. Follow the steps below to import data from an outside EPC environment. The format of the data file you wish to import must be .csv and correctly…
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…
10.7.4.1.2.1 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…
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…
4.7.3.3 Hierarchy Graph
4.0 Navigating the Web App » 4.7 Documents » 4.7.3 Graph » 4.7.3.3 Hierarchy Graph
Hierarchy Graphs allows users to view the vertical and horizontal hierarchy of Folders and Documents This view provides users with a graphical representation of where specific Documents fit within the overall organization. This allows organizational users to understand…
4.12 Collaboration
4.0 Navigating the Web App » 4.12 Collaboration
Collaboration is crucial to organizational success. Interacting with one another, sharing knowledge and expertise, and communicating lessons learned is an important part of growing and developing an organization. The Collaboration Module allows users to interact with…
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…
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…
10.7.4.1.3.1 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 …
10.8.2.1 Add Object Type
10.0 System Admin » 10.8 Attributes » 10.8.2 Object Types » 10.8.2.1 Add Object Type
How to Add an Object Type 1. Navigate to the System Admin Section 2. Select the Attributes tab under the System Admin section 3. To add a new object type, select the button 4. This will create a pop-up window allowing System Admins to fill in the appropriate…
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…
4.8.4.1.1.3 Print
4.0 Navigating the Web App » 4.8 Risk » 4.8.4 Details » 4.8.4.1 Navigation » 4.8.4.1.1 Toolbar » 4.8.4.1.1.3 Print
The print button allows users to directly print the details page that they are currently viewing. Selecting the print function will automatically generate a formatted details page printout that a user can print directly.
4.8.2.2.3 Combine Filter
4.0 Navigating the Web App » 4.8 Risk » 4.8.2 List » 4.8.2.2 Filtering » 4.8.2.2.3 Combine Filter
You can combine filters, meaning you can add any other column filter to isolate results. See above to see how to add filters.
4.9.4.2 Attributes
4.0 Navigating the Web App » 4.9 Control » 4.9.4 Details » 4.9.4.2 Attributes
Users can find a variety of information about objects within the details section. This information allows users to fully understand all information about a specific Control, Control Set or Control Folder, and provides users with a specific destination that can be used…
4.11.3.3 Hierarchy Graph
4.0 Navigating the Web App » 4.11 Master Data » 4.11.3 Graph » 4.11.3.3 Hierarchy Graph
Hierarchy Graphs allows users to view the vertical and horizontal hierarchy of Master Data Sets and Master Data Folders.This view provides users with a graphical representation of where specific Master Data Sets and Master Data Folders fit within the overall…