Search
Related topics are listed below.
16.5 Publish the Process
16.0 Tutorial for EPC » 16.5 Publish the Process
Now the process “Recruit to Hire” is populated with two sub-processes. We imported a Visio file, we mapped the sub-process “Select Candidates,” assigned a responsible role to a task, we edited the BPMN Properties, we created an IPL between the two…
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
12.1.3.10 Publish
12.0 Editing on the Web App » 12.1 General Edit » 12.1.3 Edit Toolbar » 12.1.3.10 Publish
The Publish button enables Web Modelers to publish objects on the EPC Web App. Web Modelers can publish all objects in the EPC. Publishing allows all EPC users within the environment to view the object. Web Modelers need to ensure they have the permission to be a Web…
10.1.2 Publish Queue
10.0 System Admin » 10.1 General » 10.1.2 Publish Queue
The Publish Queue table is featured within the General tab of the System Admin section. The Publish Queue table allows System Admins to view all items from all users and all environments on the the queue. The Publish Queue is used by System Admins when many items…
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
12.3.4 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
12.4.4 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
12.5.4 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
12.6.4 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
12.7.4 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
4.4 Process
4.0 Navigating the Web App » 4.4 Process
The Web App allows users to view their business processes in a customizable and color coded environment. Process viewing is the primary function of the Web App in the EPC. The Web App allows users to view, monitor, and optimize business processes. The EPC provides 3…
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
12.2.2.2.13.1 Assign Existing Process (Process Shortcut)
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.2 Map a Process » 12.2.2.2.13 Assign Existing Object (Shortcut) » 12.2.2.2.13.1 Assign Existing Process (Process Shortcut)
If a process has been defined in an environment, modelers have the option to re-use the process by creating a shortcut. Process shortcuts are useful if a process is repeated multiple times in other processes; the modeler does not have to create the same process for…
16.2.2 Process Structure
16.0 Tutorial for EPC » 16.2 Build a Business Process » 16.2.2 Process Structure
Processes are stored within Process Sets. Process sets are the top-level folders that help to organize related processes by business area, ownership, or any other relevant criteria. Processes can also be under another process as a sub-process; these are arranged in a…
12.11.3.1 Process Analysis
12.0 Editing on the Web App » 12.11 Governance Edit » 12.11.3 Analysis Tab » 12.11.3.1 Process Analysis
The Process Analysis Report is a Microsoft Excel (.xlsx) report dynamically generated based on the Process Analysis data for all Flow Objects within a process. The report produces 3 sheets within the file, one for general analysis, one for the Critical Path, and one…
1.1 Process Viewing
1.0 Enterprise Process Center » 1.1 Process Viewing
Accessed initially as a list view, the EPC Web App allows users to view their business processes in a customizable and color coded environments. These views have various view-specific options that the user can define to display the process in a way that best suits…
12.2.7 Process Security
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.7 Process 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 Process Objects. To learn how to set security on an object, click here.
12.2.2.5.1 Sub-Process
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.5 BPMN Properties » 12.2.2.5.1 Sub-Process
Web Modelers can assign the BPMN properties while working on Graph Edit Mode directly to the flow objects. To Assign BPMN Properties to a Sub-Process, please follow the instructions. *Ensure you are given the permission to be a Web Modeler, the displayed content is…
12.2 Process Edit
12.0 Editing on the Web App » 12.2 Process Edit
The Process Module of EPC allows users to create a process map that visually describes the flow of work within the activities of your company. Processes represent individual business processes or procedures and are comprised of sub-processes and activities. Users…
4.4.3.1.1.12 Process Synchronization
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 » 4.4.3.1.1.12 Process Synchronization
Process Synchronization allows your global users to easily and seamlessly collaborate within the application. By using the Synchronize feature, your users can visualize and walkthrough processes together, viewing the content they need to understand their processes.…
16.2.3 Map Sub-Process
16.0 Tutorial for EPC » 16.2 Build a Business Process » 16.2.3 Map Sub-Process
Let’s now map the process “Select Candidates.” It is important to mention to constantly save your process map using the button available on the toolbar. This enables you to limit the risks of losing your work 1. Select the sub-process “Select…
9.1.7 Process display preference
9.0 Environment Admin » 9.1 Environment Settings » 9.1.7 Process display preference
The “Default Process Display Preference” field’s purpose is to allow an authorized user to choose the default process setting for any new process set and per environment. Rules By default, every new environment Process display preference will…
1.0 Enterprise Process Center
1.0 Enterprise Process Center
Enterprise Process Center (EPC) helps companies gain a 360 degree blueprint of the organization in support of complex improvement, compliance and transformation initiatives. The EPC goes beyond process mapping & analysis, it covers the full spectrum of lifecycle…
12.2.2.7.2 Edit Process Details
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.7 Edit Details » 12.2.2.7.2 Edit Process Details
Web Modelers can edit the Details of a process while mapping the process in Graph Edit Mode. To Edit the Details of a Process, please follow the instructions. *Ensure you are given the permission to be a Web Modeler, the displayed content is set to Show Latest, and…
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…
12.2.6 Process Approval Cycle
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.6 Process Approval Cycle
Web Modelers can set Approval Cycles on Process Objects. To learn how to set Approval Cycles, click here
4.13.3.1 Process Analysis Workbooks
4.0 Navigating the Web App » 4.13 Governance » 4.13.3 Analysis » 4.13.3.1 Process Analysis Workbooks
To be able to understand current process status and to continuously progress, it is important to know in depth the processes and the objects directly connected to them. From the Analysis Tab, you can generate Process Analysis Workbooks for each object’s parent in…
12.2.2.2 Map a Process
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.2 Map a Process
Web Modelers can directly map processes on the Web App. The Shape Menu is available in the Full Screen Edit Mode, these shapes are used to map the organization’s processes. The EPC supports the BPMN 2.0 as its standardized modelling notation to graphically…
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:…
12.2.2 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…
4.4.3.2.4 Process Preference View
4.0 Navigating the Web App » 4.4 Process » 4.4.3 Graph » 4.4.3.2 Map Graph » 4.4.3.2.4 Process Preference View
The Process Preference View is based on the preferred view for each specific process. Each process has its individual properties, like name, process description, sequence number, etc. Similarly, each process also has its own BPMN properties. Process modelers are able…
12.5.1.4.4.2 Process Book Tags
12.0 Editing on the Web App » 12.5 Documents Edit » 12.5.1 Create Document Objects » 12.5.1.4 Creating a Template » 12.5.1.4.4 Custom Document Tags » 12.5.1.4.4.2 Process Book Tags
The following tags belong to the “object” object, and must be written inside a section for “object” (See the first section (Object) of General Object Tags) *Remember that you must write all tags within a higher level tag(s):…
16.2 Build a Business Process
16.0 Tutorial for EPC » 16.2 Build a Business Process
These exercises will walk you through the steps needed to create a functional process map on the EPC Web App. You can directly map a process using BPMN shapes on the Web App, and you can also import a process created on Visio. Mapping processes will provide you with…
16.3 Create Inter-Process Links
16.0 Tutorial for EPC » 16.3 Create Inter-Process Links
Inter-process links, or IPLs, are created when users must link a BPMN Shape from one process to a BPMN Shape in another. IPLs originate from the Source of the link (End Events) and are connected to the Target of the link (Start Events). 1. Identify the processes and…
16.8.2 Assign Document to Process
16.0 Tutorial for EPC » 16.8 Upload a Document and Assign to Process » 16.8.2 Assign Document to Process
1. Navigate to the Details View of the “Develop Job Description” process, and click on the button to navigate to the Edit Process window. 2. Navigate to the “Which Documents are used?” section, type the name of the document you want to add, and select it to…
12.2.10 Process Object Endorsement Cycle
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.10 Process Object Endorsement Cycle
Web Modelers can set Endorsement Cycles on Process Objects. To learn how to set Endorsement Cycles, click here
12.1.4.5.1.3.3 Object Details – Process
12.0 Editing on the Web App » 12.1 General Edit » 12.1.4 Import/Export Content » 12.1.4.5 Import/Export Excel Content » 12.1.4.5.1 Import Excel Content » 12.1.4.5.1.3 Excel Spreadsheet Format » 12.1.4.5.1.3.3 Object Details – Process
The object details specific to process are (including the basic object details): Name: The given name of the process. Note that there is a 450 character limit. Identifier: The unique identifier of the process. Note that there is a 36 character limit. Type: The…
12.1.1.4.1 Lock – Process Editing
12.0 Editing on the Web App » 12.1 General Edit » 12.1.1 WebApp Editing Rules » 12.1.1.4 Edit Lock » 12.1.1.4.1 Lock – Process Editing
In terms of editing, the Process Module is a bit different from all other modules: users can edit content from the Graph page and from the Details page. By clicking on any “Edit” button, a user locks the object in both the Graph and the Details page for…
12.2.9 Generating a Process Book
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.9 Generating a Process Book
After creating and uploading custom templates, users are able to generate a process book based on the template they have selected. The template will be populated based on the process the user generates the process book on. The process book will then be downloaded on…
12.11.3.1.1 General Process Analysis Report
12.0 Editing on the Web App » 12.11 Governance Edit » 12.11.3 Analysis Tab » 12.11.3.1 Process Analysis » 12.11.3.1.1 General Process Analysis Report
Users can generate General Process Analysis Reports, generating an Excel (.xlsx) report with detailed information about Critical Paths, Hight Risk Paths, and detailed timelines. Users have 2 ways of generating these reports: 1 In the Governance Module a) Navigate to…
12.2.3.1 Edit Process General Details
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.3 Edit Process Objects » 12.2.3.1 Edit Process General Details
The General tab contains a section for the basic information about a process, as well as the Responsibilities and Associations sections. What is this Process? This table below describes the fields of this section. Field Description Parent…
9.2.2 Process Map Graph Options
9.0 Environment Admin » 9.2 Environment Defaults » 9.2.2 Process Map Graph Options
Environment Admins have the ability to set the Process Map Graph default layouts. Selecting the default layout will allow environment admins to control the initial setting of Process Map Graph viewers. Setting the optimal Process Map Graph layout settings will provide…
12.2.2.2.7 Move a Process Map
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.2 Map a Process » 12.2.2.2.7 Move a Process Map
Web Modelers can move a process to create more space on the mapping canvas. This function is mostly used when Web Modelers are mapping large processes and need to drag the entire process map to navigate through it. To Move a Process Map, please follow the…
12.2.1.1 Create a Process Set
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.1 Create Process Objects » 12.2.1.1 Create a Process Set
Process Sets contain groups of related processes arranged in a hierarchical structure. Process sets enable EPC Modelers to organize an organization’s processes to simplify navigation. EPC Modelers can create new Process Sets on the WebApp. To Create a New…
16.2.1 Import a Process from Visio
16.0 Tutorial for EPC » 16.2 Build a Business Process » 16.2.1 Import a Process from Visio
Let’s start importing a process mapped on Visio. Download this file Visio Process – EPC Tutorial created by Interfacing Technologies for this product trial. This process is named “Recruit to Hire” and includes two sub-processes: “Develop Job Description”…
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:…
12.2.2.2.8.1 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 …
12.2.2.2.8.2 Auto-Layout Process and 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 » 12.2.2.2.8.2 Auto-Layout Process and Flows
Users can re-organize their processes using the Auto-Layout feature available within Process Maps. Users can re-organize their maps by clicking on: The auto-layout feature will re-organize process maps using EPC’s algorithm and logic, automatically cleaning…
12.2.1.4 Create a Process – Details Tab
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.1 Create Process Objects » 12.2.1.4 Create a Process – Details Tab
A Process is an organized group of related activities, tasks and procedures, that together create a result of value to the customer, and once completed, will accomplish an organizational goal. In the context of EPC, Processes can be under a set, or under another…
12.2.1.1.2 Create a Process – New Button
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.1 Create Process Objects » 12.2.1.1.2 Create a Process – New Button
A Process is an organized group of related activities, tasks and procedures, that together create a result of value to the customer, and once completed, will accomplish an organizational goal. In the context of EPC, Processes can be under a set, or under another…
16.8 Upload a Document and Assign to Process
16.0 Tutorial for EPC » 16.8 Upload a Document and Assign to Process
Documents are uploaded from your local system to the EPC document repository. For this reason, any kind of file, file link, or URL can be added to the document repository. Files are saved in the EPC database; file links point to files in a file server, and URL links…
3.0 The Web App
3.0 The Web App
The Web App is an integrated part of the Enterprise Process Center. The App presents a comprehensive view of the organization. All your activities and tasks are listed for you to manage and execute. • Items requiring your specific approval are queued in the…
4.0 Navigating the Web App
4.0 Navigating the Web App
Understanding how to navigate the App will optimize user experience. Outlined below is key information pertaining to various functions and actions that users will face within the EPC Web App. Below is listed the following features that will be covered in the…
4.2.1.1.13.1 Customizing the HTML Widget
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.1 Widget Dashboard Manager » 4.2.1.1.13 HTML Widget » 4.2.1.1.13.1 Customizing the HTML Widget
The HTML Widget can be used to display external content. Users can also write their own HTML code from scratch, or add content to an existing embedded tag. Resizing and Moving the Widget To resize the widget, click on the double-pointed arrow on the bottom right…
4.2.1.1.11.1 Customizing the External Website Widget
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.1 Widget Dashboard Manager » 4.2.1.1.11 External Website Widget » 4.2.1.1.11.1 Customizing the External Website Widget
The External Website Widget allows quick and convenient access to a website within the EPC’s home page. Resizing and Moving the Widget To resize the widget, click on the double-pointed arrow on the bottom right corner. Drag it across the screen to adjust…
4.2.1.1.14.1 Customizing the Google Analytics Widget
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.1 Widget Dashboard Manager » 4.2.1.1.14 Google Analytics Widget » 4.2.1.1.14.1 Customizing the Google Analytics Widget
The Google Analytics Widget can display a variety of dashboards with different metrics. Resizing and Moving the Widget To resize the widget, click on the double-pointed arrow on the bottom right corner. Drag it across the screen to adjust it’s size. To move…
3.1 What is the Web App?
3.0 The Web App » 3.1 What is the Web App?
The Web App is your way to interact with the Enterprise Process Center (EPC). The App displays information that is relevant to and about your role, filtering information based on user preference and settings. By providing information that pertains to your day- to- day…
12.0 Editing on the Web App
12.0 Editing on the Web App
The Edit functionality allows Web Modelers, with right and access, to map processes, and to create and edit objects on the Web App. Editing on the Web App includes a section about the general editing on the Web App, as well as a section to edit each module of the…
12.1.1.1 Who Can Edit on the WebApp?
12.0 Editing on the Web App » 12.1 General Edit » 12.1.1 WebApp Editing Rules » 12.1.1.1 Who Can Edit on the WebApp?
Who can edit objects? In order to Edit on the WebApp, a user must have: “Modeler Access” Their profile’s “Displayed Content” must be in “Show Latest”. This can be achieved 2 ways, which are explained in the Displayed…
4.2.1.1.15.1 Customizing the Object Sent for Approval widget
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.1 Widget Dashboard Manager » 4.2.1.1.15 Object Sent for Approval widget » 4.2.1.1.15.1 Customizing the Object Sent for Approval widget
The Object Sent for Approval Widget allows a user to view a list of items that are actively pending approval. Customizing “Object sent for approval” will allow a user to view multiple different object types in one or multiple Widget windows based on…
12.2.2.11.3 Rules of the RASCI “R”
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.11 Swimlane » 12.2.2.11.3 Rules of the RASCI “R”
Changing objects from one lane to another If another RASCI is added after the “R” and I change this object to another lane, this object keeps the other type of RASCI as is but the type “R” will change to be the same as the new lane. No matter how many times…
4.2.1.1.16.1 Customizing the Object Sent for Endorsement widget
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.1 Widget Dashboard Manager » 4.2.1.1.16 Object Sent for Endorsement Widget » 4.2.1.1.16.1 Customizing the Object Sent for Endorsement widget
The Object Sent for Endorsement Widget allows the user to view a list of items that are actively pending endorsement. The user is able to view all pending endorsement sent by everyone including themselves as a default setting or filter to view only selected objects…
16.8.4 Complete Approval Cycle
16.0 Tutorial for EPC » 16.8 Upload a Document and Assign to Process » 16.8.4 Complete Approval Cycle
Let’s now approve or reject the approval cycle made on the “Develop Job Description.” 1. Under the “My Actions” Widget, click on the name of the process. This is a hyperlink, and you will be automatically redirected to the Details View of the process. …
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…
12.2.2.1.2.10 Save & Close
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 » 12.2.2.1.2.10 Save & Close
The Save & Close function allows Web Modelers to save the process mapped and leave the Full Screen Edit Mode window. The Save & Close button can be accessed when Web Modelers go on Edit Mode. The Save button is located on the toolbar at the top-left of the Edit…
7.3 Endorsement Cycle
7.0 Approvals, Confirmations and Endorsements » 7.3 Endorsement Cycle
Endorsement cycles often involve multiple individuals before changes can be implemented. This is often the case as business activities that are analyzed from different vantage points and subject to change may require multiple edits before producing a finalized result.…
12.1.3.11 Displayed Content
12.0 Editing on the Web App » 12.1 General Edit » 12.1.3 Edit Toolbar » 12.1.3.11 Displayed Content
Web Modelers can save EPC objects either as a drafts or as published. Draft An Object in draft can only be viewed by Web Modelers, this object is a work-in-process, and is not ready for all users with permission to view it on the Web App. The box will appear on…
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…
12.1.4.2.1 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)…
12.2.2.1.2.9 Save
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 » 12.2.2.1.2.9 Save
The Save function allows Web Modelers to save the process mapped and keep working on the it. This enables users to save the process and limit the risks of losing their work. The Save button can be accessed when Web Modelers go on Edit Mode. The Save button is located…
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…
12.1.3.12.3 Compare Versions
12.0 Editing on the Web App » 12.1 General Edit » 12.1.3 Edit Toolbar » 12.1.3.12 Tools » 12.1.3.12.3 Compare Versions
Over time, a company’s processes or rules can change significantly. Referring a previous version of a this object allows an user to see what has been improved, or conversely, if the new process or rule is more ineffective than the previous. The EPC allows users…
9.1.1.4 Comment Settings
9.0 Environment Admin » 9.1 Environment Settings » 9.1.1 General » 9.1.1.4 Comment Settings
Within an environment administrator page, a user can now impose mandatory comments when publishing objects and when sending,approving and rejecting both Endorsements and Approvals within the given environment. Please see the following instructions to impose…
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…
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…
12.1.4.5.1 Import Excel Content
12.0 Editing on the Web App » 12.1 General Edit » 12.1.4 Import/Export Content » 12.1.4.5 Import/Export Excel Content » 12.1.4.5.1 Import Excel Content
Environment Admins can import content into the EPC from an Excel spreadsheet. This feature is useful to quickly create or override EPC content coming from an older version supporting the Modeler (versions 11.2 and older) or to quickly insert new content into an EPC…
12.6 Risk Edit
12.0 Editing on the Web App » 12.6 Risk Edit
Risks of all levels can be documented, organized into library structures and communicated to stakeholders via the Web App. The EPC allows users to manage the risks that affect and influence the organization, as well as to identify, monitor, and measure them. Users…
12.4 Organization Edit
12.0 Editing on the Web App » 12.4 Organization Edit
The Organization Module is a structured viewing model, allowing users to view, navigate and interact with different components of the organization. This module allows users to navigate through an organization to view corporate and department structure, as well as the…
12.3 Performance Edit
12.0 Editing on the Web App » 12.3 Performance Edit
The Web App allows users to monitor the performance of their processes and business activities in a customizable and color coded environment. Viewing Performance Measures provides users with up-to-date information, enabling them to assess and optimize individual…
12.8 Rule Edit
12.0 Editing on the Web App » 12.8 Rule Edit
The EPC allows users to view and monitor business rules that control business processes. Business rules are used as governance tools for organizations to build a structure that allows businesses to operate on a daily basis. Users given the permission to be Web…
12.7 Control Edit
12.0 Editing on the Web App » 12.7 Control Edit
Users can display, classify and associate Controls to mitigate Risks and to ensure that Business Rules are respected and followed.The EPC allows users to integrate Controls as part of business processes, clarifying and communicating the Control’s objective, its…
12.9 Master Data Edit
12.0 Editing on the Web App » 12.9 Master Data Edit
The Master Data Module in EPC manages your company’s data by defining and sorting entities and attributes. Entities allow the user to define the specific object types that are passed along through your processes. Attributes contain the individual pieces of data that…
12.1.3.5 Approval
12.0 Editing on the Web App » 12.1 General Edit » 12.1.3 Edit Toolbar » 12.1.3.5 Approval
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…
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…
12.4.1.5 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…
12.5 Documents Edit
12.0 Editing on the Web App » 12.5 Documents Edit
The Document Module of the EPC allows users to store all relevant documents to an organization’s business activities on a centralized, secured, and manageable repository. Web Modelers can add Document objects to the EPC Web App and use EPC’s Document hierarchy…
12.5.1.3 Create a Document
12.0 Editing on the Web App » 12.5 Documents Edit » 12.5.1 Create Document Objects » 12.5.1.3 Create a Document
Unlike other EPC objects, Documents are not created within the EPC Web App. Documents are uploaded from your local system to the EPC document repository. For this reason, any kind of file, file link, or URL can be added to the document repository. The different types…
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…
12.1.3.8 Move
12.0 Editing on the Web App » 12.1 General Edit » 12.1.3 Edit Toolbar » 12.1.3.8 Move
Users have the ability to move objects within modules, allowing for editing, updating of existing content. Users can move: Processes – only processes can be moved Roles Resources Org Units Assets Documents Risks Controls Rules KPIs, KRIs,…
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…
12.1.2.1 Create Sets
12.0 Editing on the Web App » 12.1 General Edit » 12.1.2 Create » 12.1.2.1 Create Sets
To Create a New Set, please follow the instructions below: 1. Navigate to the button on the top-right of the EPC WebApp page. *Ensure you are given the permission to be a Web Modeler, the displayed content of your profile is set to Show Latest, and your editing…
12.1.2.2.2 Create Folders – Object Details Tab
12.0 Editing on the Web App » 12.1 General Edit » 12.1.2 Create » 12.1.2.2 Create Folders » 12.1.2.2.2 Create Folders – Object Details Tab
*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. Create a folder from the Details tab of a Set or Folder 1. Click on the Navigation Menu Button on the top left of your screen and…
16.0 Tutorial for EPC
16.0 Tutorial for EPC
The following tutorial will take you through the basic steps in creating a simple process model using Interfacing’s Enterprise Process Center. The purpose of the tutorial is to illustrate some key modeling concepts and to show you how to properly construct a process…
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,…
12.9.1.4 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…
12.1.5.5.1 Associate Risks to Processes
12.0 Editing on the Web App » 12.1 General Edit » 12.1.5 Associations » 12.1.5.5 Associate Risks » 12.1.5.5.1 Associate Risks to Processes
The EPC provides enhanced Risk Association capabilities on processes. Users can associate risks, view the risk assessment, and manipulate risk scores based on circumstances. Similar risks can present themselves differently in different processes. Whether a risk is…
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…