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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…
4.12.2.2 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)
4.12.2.1 Initiating Collaboration
4.0 Navigating the Web App » 4.12 Collaboration » 4.12.2 Using Collaboration Features » 4.12.2.1 Initiating Collaboration
Users can initiate a collaboration engagement on any item pages. If a user would like to report an incident, ask a question or propose an improvement, it can be done directly on the item’s page. These actions can be done for both specific items (e.g. task, document,…
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…
12.2.2.8.4 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…
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…
4.8.2.2.2 Remove Filter
4.0 Navigating the Web App » 4.8 Risk » 4.8.2 List » 4.8.2.2 Filtering » 4.8.2.2.2 Remove Filter
You can remove filters; this will naturally increase the results in your list. Click on the button beside the filter name.
4.12.2.2.4 Close Topic
4.0 Navigating the Web App » 4.12 Collaboration » 4.12.2 Using Collaboration Features » 4.12.2.2 Participating in Collaboration » 4.12.2.2.4 Close Topic
Once a collaboration engagement accomplishes its desired goal, it can be closed by select users. Three types of users can close engagements: Collaboration Engagement Initiators Process Owners (Users Assigned as Accountable) Administrators (Only for Improvement…
4.12.2.4 Notification and Confirmation
4.0 Navigating the Web App » 4.12 Collaboration » 4.12.2 Using Collaboration Features » 4.12.2.4 Notification and Confirmation
Users who are subscribed, or are associated with RASCI-VS to objects undergoing change, will receive notifications when collaboration engagements are initiated, acted upon and completed. This notification is designed to inform parties of activity related to them, their…
4.8.1 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…
4.8.2.3 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…
4.8.4.2.5 Micro Risks
4.0 Navigating the Web App » 4.8 Risk » 4.8.4 Details » 4.8.4.2 Attributes » 4.8.4.2.5 Micro Risks
The Micro Risks section enables users to view the lower-level risks associated with a higher-level risk. To navigate directly to the object, click on the icon. Users can click on the risk’s name to view its details in a popup. To navigate to the…
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,…
12.2.2.2.8.1 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 …
4.8.3.1.1.3 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 …
4.12.2.2.2 Share
4.0 Navigating the Web App » 4.12 Collaboration » 4.12.2 Using Collaboration Features » 4.12.2.2 Participating in Collaboration » 4.12.2.2.2 Share
Users can share collaboration engagements with other parties to facilitate communication. To do so, users can select the icon, providing users with a URL they can share with others.
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…
4.12.2.2.1 Reply
4.0 Navigating the Web App » 4.12 Collaboration » 4.12.2 Using Collaboration Features » 4.12.2.2 Participating in Collaboration » 4.12.2.2.1 Reply
Users can reply to collaboration engagements within the collaboration window. Users are encourgared to share their opinions and perspectives to further promote continuous improvement within an organization. To Reply to a collaboration engagement, please see the steps…
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…
12.2.2.8 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
Inputs and Outputs define the flow of work between the shapes within a process. They represent the inputs required to start an activity and the outputs produced once the activity is completed. Web Modelers can assign Inputs and Outputs to the flows of a process map…
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…
4.8.3.1.1.1 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 …
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
4.12.2.2.3 Vote
4.0 Navigating the Web App » 4.12 Collaboration » 4.12.2 Using Collaboration Features » 4.12.2.2 Participating in Collaboration » 4.12.2.2.3 Vote
Users can express their opinion on collaboration engagements in effort to expedite the process. Providing a “Voting” option allows organizations and managers to quickly gain opinion on improvement suggestions, facilitating continuous improvement. The voting is…
10.8.4.1 Add Attribute
10.0 System Admin » 10.8 Attributes » 10.8.4 System Attributes » 10.8.4.1 Add Attribute
How to Add an Attribute 1. Navigate to the System Admin Section 2. Select the Attributes tab under the System Admin section 3. To add a new Attribute, select the button 4. This will create a pop-up window allowing System Admins to fill in the appropriate…
4.8.4.2.1 Description
4.0 Navigating the Web App » 4.8 Risk » 4.8.4 Details » 4.8.4.2 Attributes » 4.8.4.2.1 Description
The description section of Risks provides users with details relating to what a Risk is, such as information that can assist in understanding Risks assessment and treatment. EPC Modelers are responsible for capturing and populating the description of Risk. The Risk…
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 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…
10.8.4.3 Delete Attribute
10.0 System Admin » 10.8 Attributes » 10.8.4 System Attributes » 10.8.4.3 Delete Attribute
How to delete Attributes 1. Navigate the cursor and select the icon for the Attribute you want to delete 2. The following box will appear and you will be able to delete the Attribute by clicking on the “Delete” box 3. If the Attribute is being…
4.8.3.1.1.4 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 …
10.4.8.2 Remove Filter
10.0 System Admin » 10.4 Groups » 10.4.8 Filter Group Table » 10.4.8.2 Remove Filter
System Administrators are able to Remove Filters on the Groups 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. …
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…
4.8.3.1.1.8 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…
12.2.2.4.3 Remove Boundary Events
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.4 Boundary Events » 12.2.2.4.3 Remove Boundary Events
To Remove a Boundary Event, please follow the instructions. *Ensure you are given the permission to be a Web Modeler, the displayed content is set to Show Latest, and your editing tool is the Web. Navigate to Full Screen Edit Mode, after clicking on Edit…
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…
12.1.4.2.1 Import Visio Content
12.0 Editing on the Web App » 12.1 General Edit » 12.1.4 Import/Export Content » 12.1.4.2 Import/Export Visio Content » 12.1.4.2.1 Import Visio Content
Follow the steps below to import data from an outside EPC environment. The format of the data file must be .vsdx. *NOTE: Users are now able to import from EPC, Visio and BPMN. 1. From the WebApp Toolbar, select the three dots > Import 2. Select Visio (.vsdx)…
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…
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…
4.8.4.2.6 Documents
4.0 Navigating the Web App » 4.8 Risk » 4.8.4 Details » 4.8.4.2 Attributes » 4.8.4.2.6 Documents
This section lists all documents that have tied to the Rule being viewed. This provides users with a list of relevant documents, as well at the ability to directly access these documents. Users are additionally provided details regarding the document type (docx, pptx,…
10.2.8.2 Remove Filter
10.0 System Admin » 10.2 Environment » 10.2.8 Filter Environment Table » 10.2.8.2 Remove Filter
System Administrators are able to Remove Filters on the Environment 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. …
12.2.2.4.2 Edit boundary events
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.4 Boundary Events » 12.2.2.4.2 Edit boundary events
Web Modelers can edit the characteristic and type of the Boundary Events assigned to Sub-Processes and Tasks. To Edit a Boundary Event, please follow the instructions. *Ensure you are given the permission to be a Web Modeler, the displayed content is set to Show…
4.4.3.2.6.1 Manual Print
4.0 Navigating the Web App » 4.4 Process » 4.4.3 Graph » 4.4.3.2 Map Graph » 4.4.3.2.6 Map Graph Printing » 4.4.3.2.6.1 Manual Print
Users can easily print process maps using EPC’s Manual Print capabilities. Manual printing allows users to re-organize their process maps and select desired content for print. Users have the ability to: Select print area Add / Remove any number of print…
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…
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…
4.8.4.1.1 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…
12.2.2.2.4 Resize 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 » 12.2.2.2.4 Resize Shapes
Web Modelers can resize shapes when mapping a process. To Resize Shapes, please follow the instructions. *Ensure you are given the permission to be a Web Modeler, the displayed content is set to Show Latest, and your editing tool is the Web. Navigate to Full…
10.8.4.2 Edit Attribute
10.0 System Admin » 10.8 Attributes » 10.8.4 System Attributes » 10.8.4.2 Edit Attribute
When needed, administrators can edit Attributes. System Admins can perform in-line edits for information displayed in the object type list, or can navigate to the edit section for further editing capabilities. In-Line Editing In line edits can be performed by…
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…
4.8.3.1.1.2 Full Screen
4.0 Navigating the Web App » 4.8 Risk » 4.8.3 Graph » 4.8.3.1 Graph Navigation » 4.8.3.1.1 Navigation In Graphs » 4.8.3.1.1.2 Full Screen
The full screen function has been implemented to assist users at viewing Risks, utilizing the full screen of a user. To use the Full Screen button, please see the following instructions. 1. Navigate to a Risk Set within the Risk Module 2. Click on the Quick Graph…
4.8.4.2.3.2 Detectability
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 » 4.8.4.2.3.2 Detectability
A risk’s degree of detectability is defined as the likelihood of detecting a risk’s occurrence. When used, this score is multiplied with the risk’s impact and likelihood scores to produce a 3-dimensional score. *Note: detectability is not a mandatory…
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…
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…
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…
4.8 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…
12.2.2.4.1 Add Boundary Events
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.4 Boundary Events » 12.2.2.4.1 Add Boundary Events
Web Modelers can assign Boundary Events to Sub-Process and Task shapes while working on Graph Edit Mode. To Add a Boundary Event, please follow the instructions. *Ensure you are given the permission to be a Web Modeler, the displayed content is set to Show Latest,…
12.1.4.2.2 Export Visio Content
12.0 Editing on the Web App » 12.1 General Edit » 12.1.4 Import/Export Content » 12.1.4.2 Import/Export Visio Content » 12.1.4.2.2 Export Visio Content
Follow the steps below to export data from your current EPC environment. The export wizard will create a data file with the format .vsdx. 1. From the WebApp Toolbar, select the three dots > Export 2. Select Visio (.vsdx). 3. Type in the “Selected a…
12.2.2.8.3 Tree selector – Delete 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 » 12.2.2.8.3 Tree selector – Delete 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 delete content, everything is done through right-clicking. Instructions to delete content *The delete action is available for…
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…
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…
10.3.8.2 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. …
12.4.1.8 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…
7.1 Approval Cycle
7.0 Approvals, Confirmations and Endorsements » 7.1 Approval Cycle
Approval cycles often involve multiple individuals before changes can be implemented. This is often the case as business activities that are subject to change may affect multiple different roles and resources, requiring their consent prior to change. These approval…
12.4.1.4 Create a Role
12.0 Editing on the Web App » 12.4 Organization Edit » 12.4.1 Create Organization Objects » 12.4.1.4 Create a Role
Roles represent specific skill sets, responsibilities and positions within an organization. They define the requirements needed to perform an activity without ascribing them to a specific individual. One resource may have different responsibilities and job, therefore,…
4.4.3.2.5 Map Options Customization
4.0 Navigating the Web App » 4.4 Process » 4.4.3 Graph » 4.4.3.2 Map Graph » 4.4.3.2.5 Map Options Customization
Users can customize Map Graphs to display specific items, allowing users to better view and analyze business processes. There are a variety of customizable features, which can be located in the options section denoted by icon. Customization Options Item…
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…
12.4.1.2 Create an Organization Unit
12.0 Editing on the Web App » 12.4 Organization Edit » 12.4.1 Create Organization Objects » 12.4.1.2 Create an Organization Unit
Organization Units represent the various branches and departments within the enterprise. Divisions within departments can be reflected by creating organization units within higher level organization units. In the context of EPC, Organization Units can be under a set,…
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…
12.2.2.1.2.6 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…
12.4.1.5 Create an Asset
12.0 Editing on the Web App » 12.4 Organization Edit » 12.4.1 Create Organization Objects » 12.4.1.5 Create an Asset
Assets represent non‐human entities that perform work or are utilized by Resources to perform work within the organization. Assets are pieces of equipment essential to the business, and help automating tasks. Assets are found within the Units of the…
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…
4.8.2.2 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…
10.4.2 Edit Existing Group
10.0 System Admin » 10.4 Groups » 10.4.2 Edit Existing Group
When needed, administrators can edit the Group information. System Admins can perform in-line edits for information displayed in the group list, or can navigate to the edit section for further editing capabilities. In-Line Editing In line edits can be performed by…
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…
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…
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…
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…
4.8.4.2.3.1 Cause and Effect
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 » 4.8.4.2.3.1 Cause and Effect
EPC users can view the cause & effect of risks within the details page. These causes & effects are presented to users in a table, allowing them to view and track critical risk information. Highlighting Cause & Effects will allow your Team to: Allow your risk…
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…
12.1.2.3.2 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…
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…
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…
12.6.2 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…
4.8.3.2 Impact Graph
4.0 Navigating the Web App » 4.8 Risk » 4.8.3 Graph » 4.8.3.2 Impact Graph
Impact Graphs provide a visual representation of the upstream and downstream associations related to items in the EPC. In simple terms, Impact Graphs show users what items are associated to one another. Seeing the different associations within an organization allows…
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…
12.2.2.8.5 Tree selector – Plus “+” button
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.8 Inputs and Outputs » 12.2.2.8.5 Tree selector – Plus “+” button
In the tree selector, different actions can be managed through the right-click option, including the creation of new objects. But the creation can also be done through the “+” button that is located at the top right of the tree selector window. The button…
12.2.2.8.2 Tree selector – Create Inputs and Ouputs
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.8 Inputs and Outputs » 12.2.2.8.2 Tree selector – Create Inputs and Ouputs
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 create new content, everything is done through right-clicking, or by using the + button. Instructions to create content *These…
12.2.2.1.2.8 Auto Layout
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 » 12.2.2.1.2.8 Auto Layout
The Auto Layout function has been added to optimize process layout after Web Modeler editing. To reduce the time consuming process of arranging different items and tasks, the Auto Layout button uses a routing algorithm inbuilt within the EPC to generate a user friendly…
12.2.2 Edit Process Graph
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph
Web Modelers can map Processes on the Web App. They need to navigate to the Graph tab of the process and then click on the Edit button. They will be redirected to the Full Screen Edit Mode where they can map business processes using shapes. Only users with the Web…
12.9.1.4 Create an Attribute
12.0 Editing on the Web App » 12.9 Master Data Edit » 12.9.1 Create Master Data Objects » 12.9.1.4 Create an Attribute
Attributes represent individual, atomic pieces of data. Entities contain Attributes, and Web Modelers are responsible to assign the Attributes to their respective Entity. In the Master Data structure, Attributes are found within Master Data Folders. For instructions…
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…
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…
4.10.3.3 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…
12.10.1 Implement Improvement Requests
12.0 Editing on the Web App » 12.10 Collaboration Edit » 12.10.1 Implement Improvement Requests
Web Modelers are responsible to implement Improvement Requests. Users will create new Improvement Requests in the Collaboration section of objects. The Accountable user will approve or reject the request and then assign the Web Modeler implementer. After this step,…
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…
4.12 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…
10.3 Users
10.0 System Admin » 10.3 Users
System Administrators will be responsible for creating and managing users and user profiles within the EPC. Within the Users tab of the System Admin section, Administrators can do the following: Add User Edit Existing User Delete User Add User to Group Add…