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4.7.4.1 Navigation
4.0 Navigating the Web App » 4.7 Documents » 4.7.4 Details » 4.7.4.1 Navigation
Users can navigate between items using the toolbar at the top of the page. Further details can be found in the toolbar section below. The Toolbar features the following items: Download Preview Subscribe
4.6.4.2.4 Documents
4.0 Navigating the Web App » 4.6 Organization » 4.6.4 Details » 4.6.4.2 Attributes » 4.6.4.2.4 Documents
This section lists all documents that have tied to the item 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,…
4.7.4.2.5 Documents
4.0 Navigating the Web App » 4.7 Documents » 4.7.4 Details » 4.7.4.2 Attributes » 4.7.4.2.5 Documents
This section lists all documents that have tied to the item 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,…
4.4.4.2.5 Documents
4.0 Navigating the Web App » 4.4 Process » 4.4.4 Details » 4.4.4.2 Attributes » 4.4.4.2.5 Documents
This section lists all documents that have tied to the item 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,…
4.5.4.2.4 Documents
4.0 Navigating the Web App » 4.5 Performance » 4.5.4 Details » 4.5.4.2 Attributes » 4.5.4.2.4 Documents
This section lists all documents that have tied to the item 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,…
4.9.4.2.2 Documents
4.0 Navigating the Web App » 4.9 Control » 4.9.4 Details » 4.9.4.2 Attributes » 4.9.4.2.2 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,…
4.11.4.2.4 Documents
4.0 Navigating the Web App » 4.11 Master Data » 4.11.4 Details » 4.11.4.2 Attributes » 4.11.4.2.4 Documents
This section lists all documents that have tied to the Master Data item 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…
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,…
4.10.4.2.6 Documents
4.0 Navigating the Web App » 4.10 Rule » 4.10.4 Details » 4.10.4.2 Attributes » 4.10.4.2.6 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,…
4.7 Documents
4.0 Navigating the Web App » 4.7 Documents
The Web App provides users with a document repository, where an organization can store all relevant documents to business activities. The Documents Module provides organizations and companies with a central location where they can search through stored documents…
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…
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…
4.2.1.1.4 My Documents Widget
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.1 Widget Dashboard Manager » 4.2.1.1.4 My Documents Widget
The “My Documents” Widget allows users to view a list of documents assigned to their user’s role and/or resource. This allows users to keep track of the documents assigned to them as well as to have easy access to them on the Home Page. Users can…
4.7.3.1.1.2 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 …
4.2.1.1.12 My Map Widget
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.1 Widget Dashboard Manager » 4.2.1.1.12 My Map Widget
The map widget shows how many localized processes there are per country on a world map. It allows companies to quickly determine per country basis where their most concentrated amount of localized processes are. *The widget uses the ISO 3166 Alpha-3 code to detect…
4.7.4.1.1 Toolbar
4.0 Navigating the Web App » 4.7 Documents » 4.7.4 Details » 4.7.4.1 Navigation » 4.7.4.1.1 Toolbar
The toolbar provides users with a variety of functions to navigate and leverage the details page. Item Icon Description Print This button will allow a user to print the details page being viewed Favorite …
12.1.4.5.2 Export 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 » 12.1.4.5.2 Export Excel Content
Environment Admins can export EPC content into an Excel spreadsheet. This feature is useful to quickly create an Excel Document containing the EPC content selected by the Admin. To export an Excel file, follow the steps below: 1. Within the EPC menu (located on the…
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…
4.7.3.1.1.3 Full 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 » 4.7.3.1.1.3 Full Screen
The fit screen function has been implemented to assist users at viewing Graphs, utilizing the full screen of a user. To use the Full Screen button, please see the following instructions. 1. Navigate to a Document within the Documents Module 2. Click on the Quick…
4.7.4.2.6 Versioning
4.0 Navigating the Web App » 4.7 Documents » 4.7.4 Details » 4.7.4.2 Attributes » 4.7.4.2.6 Versioning
The Versioning section provides users with additional key information about items. This section is broken down into 3 categories: 1.Current Version: Provides information about what version is being viewed, and when the latest modification has been made. 2. Approved…
4.11.4.1.1 Toolbar
4.0 Navigating the Web App » 4.11 Master Data » 4.11.4 Details » 4.11.4.1 Navigation » 4.11.4.1.1 Toolbar
The toolbar on the Master Data Module provides users with a variety of functions to navigate and leverage the details page. Item Icon Description Print This button will allow a user to print the details page being viewed…
4.10.4.1.1 Toolbar
4.0 Navigating the Web App » 4.10 Rule » 4.10.4 Details » 4.10.4.1 Navigation » 4.10.4.1.1 Toolbar
The toolbar on the Rule Module provides users with a variety of functions to navigate and leverage the details page. Item Icon Description Print This button will allow a user to print the details page being viewed …
4.9.4.1.1 Toolbar
4.0 Navigating the Web App » 4.9 Control » 4.9.4 Details » 4.9.4.1 Navigation » 4.9.4.1.1 Toolbar
The toolbar on the Control Module provides users with a variety of functions to navigate and leverage the details page. Item Icon Description Print This button will allow a user to print the details page being viewed …
4.7.3.1.1.5 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 …
4.7.3.1.1.4 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 …
10.7.4.1.3 Edit Risk Profile
10.0 System Admin » 10.7 Risk » 10.7.4 Risk Matrix Settings » 10.7.4.1 Edit Risk Matrix » 10.7.4.1.3 Edit Risk Profile
System Admin is responsible to edit the Risk Profile by inputting a Risk Priority and a Risk Score. *The Risk Likelihood and the Risk Impact for the Risk Profile is automatically set by the axis of the Risk Matrix. The System Admin cannot edit the Likelihood and…
4.2.1.1.8.1 Customize My Posts & Replies Chart Widgets
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.1 Widget Dashboard Manager » 4.2.1.1.8 My Posts & Replies Chart Widget » 4.2.1.1.8.1 Customize My Posts & Replies Chart Widgets
The My Posts & Replies Widget allows users to feature a chart with the number of posts and replies created over the past seven days on processes and flow objects where the user has a level of responsibility (RASCI-VS) or/and is subscribed to. Please follow the…
4.7.4.2 Attributes
4.0 Navigating the Web App » 4.7 Documents » 4.7.4 Details » 4.7.4.2 Attributes
Users can find a variety of information about Documents within the details section. This information allows users to fully understand all information about specific items, and provides users with a specific destination that can be used to see and gather all relevant…
12.1.4.1.2.1 Export EPC Environment
12.0 Editing on the Web App » 12.1 General Edit » 12.1.4 Import/Export Content » 12.1.4.1 Import/Export EPC Content » 12.1.4.1.2 Export EPC Content » 12.1.4.1.2.1 Export EPC Environment
Follow the steps below to export data from your current EPC environment. The export wizard will create a data file with the format .epc. 1. From the WebApp Toolbar, select the three dots > Export 2. Select EPC Full Environment (.epc) and click Export. 3.…
4.4.3.2.5.7.1 Critical Path
4.0 Navigating the Web App » 4.4 Process » 4.4.3 Graph » 4.4.3.2 Map Graph » 4.4.3.2.5 Map Options Customization » 4.4.3.2.5.7 Highlight » 4.4.3.2.5.7.1 Critical Path
The highlight function allows you to highlight the Critical Path, the High-Risk Path, or tasks that are Value Added. Additionally, tasks to which a resource or a role that is linked to your user account can be highlighted as well. Critical Path: The sequence of flow…
10.7.4.1 Edit Risk Matrix
10.0 System Admin » 10.7 Risk » 10.7.4 Risk Matrix Settings » 10.7.4.1 Edit Risk Matrix
System Administrators are the ones that assign a name and description for each Risk Likelihood and Risk Impact axis on the Risk Matrix. System Admins are responsible to edit and customize the five Risk Likelihood axis and the five Risk Impact axis System…
10.7.4.1.1 Edit Risk Likelihood
10.0 System Admin » 10.7 Risk » 10.7.4 Risk Matrix Settings » 10.7.4.1 Edit Risk Matrix » 10.7.4.1.1 Edit Risk Likelihood
System Admins are responsible of giving the appropriate name and description to each Risk Likelihood. System Admins can: Edit Risk Likelihood Name Edit Risk Likelihood Description
4.7.1 Module Overview
4.0 Navigating the Web App » 4.7 Documents » 4.7.1 Module Overview
Document viewing is a key function of the EPC and allows users to view all key internal documents within 1 central repository. The EPC provides 3 different dimensions, allowing users to properly view and understand documents and where they fit in the…
4.4.3.1.1.7.1 Printing from Internet Explorer
4.0 Navigating the Web App » 4.4 Process » 4.4.3 Graph » 4.4.3.1 Graph Navigation » 4.4.3.1.1 Navigating in Graphs » 4.4.3.1.1.7 Print » 4.4.3.1.1.7.1 Printing from Internet Explorer
Internet Explorer sets default margins, headers and footers, all of which take up extra space on EPC prints. Consequentially, this can result in: Map overlaps onto EPC footers Truncated maps Empty pages To ensure an optimal print of process maps from Internet…
12.1.4.3.2 Export 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 » 12.1.4.3.2 Export BPMN Content
Users can export EPC processes to .bpmn format. This export capability allows users to select individual processes and export them for viewing in alternative BPMN platforms. To export a BPMN Content: 1) Select ellipsis in the upper right corner of the EPC Web App …
4.7.2.2.1 Add Filter
4.0 Navigating the Web App » 4.7 Documents » 4.7.2 List » 4.7.2.2 Filtering » 4.7.2.2.1 Add Filter
You can add filters to see items and other specific documents 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…
4.7.2 List
4.0 Navigating the Web App » 4.7 Documents » 4.7.2 List
List view allows you to see all documents that you have access to, including the specific details within them. Viewing items in a list allows users to have a quick view documents and associated objects, facilitating navigation. List view provides a variety of…
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…
16.8.1 Upload a Document
16.0 Tutorial for EPC » 16.8 Upload a Document and Assign to Process » 16.8.1 Upload a Document
*For this exercise, download this Word document “Job Description Guide” on your desktop. By clicking on the link to download the Word file, the file is saved in your drive folder “Downloads.” If the file is not there, click and open the Word file, and then…
10.7.4.1.2 Edit Risk Impact
10.0 System Admin » 10.7 Risk » 10.7.4 Risk Matrix Settings » 10.7.4.1 Edit Risk Matrix » 10.7.4.1.2 Edit Risk Impact
System Admins are responsible of giving the appropriate name and description to each Risk Impact System Admins can: Edit Risk Impact Name Edit Risk Impact Description
12.1.4.1.2.2 Export EPC Objects
12.0 Editing on the Web App » 12.1 General Edit » 12.1.4 Import/Export Content » 12.1.4.1 Import/Export EPC Content » 12.1.4.1.2 Export EPC Content » 12.1.4.1.2.2 Export EPC Objects
Follow the steps below to export specific EPC Objects. The export wizard will create a data file with the format .epc. 1. From the WebApp Toolbar, select the three dots > Export 2. Select EPC Single Process or Process Set (.epc) 3. Select one or more…
4.4.3.2.5.7.2 High Risk Path
4.0 Navigating the Web App » 4.4 Process » 4.4.3 Graph » 4.4.3.2 Map Graph » 4.4.3.2.5 Map Options Customization » 4.4.3.2.5.7 Highlight » 4.4.3.2.5.7.2 High Risk Path
The highlight function allows you to highlight the Critical Path, the High Risk Path, or tasks that are Value Added. Addtionally, tasks to which a resource or a role that is linked to your user account can be highlighted and manual vs. automated tasks can be displayed…
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…
10.7.4.2.3 Edit Risk Profile Language
10.0 System Admin » 10.7 Risk » 10.7.4 Risk Matrix Settings » 10.7.4.2 Edit Risk Matrix Language » 10.7.4.2.3 Edit Risk Profile Language
System Admins can view the Risk Profile in a different content language. For example, let’s pretend the editing languages available are English and French. If the System Admin wants to see the content information about Risk Profile in a different language, he…
12.1.4.4.3 Using DBVisualizer
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 » 12.1.4.4.3 Using DBVisualizer
To save your data as a .CSV file in DbVizualizer, 1. Execute the copied script 2. In the results tab, right-click and select Export… 3. Select CSV in Output Format 4. In Data Format section, change the Null Value to NULL 5. In the Options section,…
4.2.1.1.2 Add Widgets to Home Page
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.1 Widget Dashboard Manager » 4.2.1.1.2 Add Widgets to Home Page
Outlined below are the steps required to add Widgets to your Home page; 1. Navigate cursor to the icon listed in the top right corner of the Home page 2. A drop-down menu will be generated. Click on the box 3. The Dashboard Manager window will open 4.…
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”…
10.7.4.2 Edit Risk Matrix Language
10.0 System Admin » 10.7 Risk » 10.7.4 Risk Matrix Settings » 10.7.4.2 Edit Risk Matrix Language
System Admins can input Risk Settings in different content languages. If the System Admin wants to see the content information about risk settings in different languages, he needs to manually input the translation. For example, if the editing languages available are…
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…
12.1.3 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…
10.7.4.2.1 Edit Risk Likelihood Language
10.0 System Admin » 10.7 Risk » 10.7.4 Risk Matrix Settings » 10.7.4.2 Edit Risk Matrix Language » 10.7.4.2.1 Edit Risk Likelihood Language
System Admins can input the Risk Likelihood in a different content language. If the System Admin wants to see the content information about risk settings in different languages, he needs to manually input the translation. For example, if the editing languages available…
4.7.3.1.1.8 Subscribe
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 » 4.7.3.1.1.8 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…
4.2.1.1 Widget Dashboard Manager
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.1 Widget Dashboard Manager
The Dashboard Manager is a tool that provides a list with all the Widgets available. It also provides a small description to the user about each Widget. The Dashboard Manager enables users to improve and customize their Home Page dashboard to display the EPC content…
4.2.1.3 Customize Home Page Layout
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.3 Customize Home Page Layout
Users can customize the layout of their home page for an optimal interactive experience. Widgets can be moved in the home page, adjusted left, right or center, as well as resized to display more or fewer widgets on the user’s home page. The Customize Home Page…
10.7.4.2.2 Edit Risk Impact Language
10.0 System Admin » 10.7 Risk » 10.7.4 Risk Matrix Settings » 10.7.4.2 Edit Risk Matrix Language » 10.7.4.2.2 Edit Risk Impact Language
System Admins can input the Risk Impact in a different content language. If the System Admin wants to see the content information about risk settings in different languages, he needs to manually input the translation. For example, if the editing languages available are…
12.7.1.3 Create a Control
12.0 Editing on the Web App » 12.7 Control Edit » 12.7.1 Create Control Objects » 12.7.1.3 Create a Control
A Control is an EPC object that that models the specific measures implemented to mitigate potential risks within an enterprise. The EPC allows users to integrate Controls as part of business processes, clarifying and communicating the Control’s objective, its…
4.2.1.2 Customize Widgets Content
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.2 Customize Widgets Content
Users can customize both the Widget type, and the items that the widget features. Below is a table listing the widget types available to end users as well as the available items for these widgets System Administrators will set default widgets for users based on their…
4.10.4.2 Attributes
4.0 Navigating the Web App » 4.10 Rule » 4.10.4 Details » 4.10.4.2 Attributes
Users can find a variety of information about objects within the details section. This information allows users to fully understand all information about a specific Rule, Rule Set or Rule Folder, and provides users with a specific destination that can be used to see…
4.8.4.2 Attributes
4.0 Navigating the Web App » 4.8 Risk » 4.8.4 Details » 4.8.4.2 Attributes
Users can find a variety of information about objects within the details section. This information allows users to fully understand all information about a specific Risk, Risk Set or Risk Folder, and provides users with a specific destination that can be used to see…
4.4.3.2.5.7.5 Manual vs. Automated
4.0 Navigating the Web App » 4.4 Process » 4.4.3 Graph » 4.4.3.2 Map Graph » 4.4.3.2.5 Map Options Customization » 4.4.3.2.5.7 Highlight » 4.4.3.2.5.7.5 Manual vs. Automated
The highlight function allows you to highlight the Critical Path, the High Risk Path, or tasks that are Value Added. Addtionally, tasks to which a resource or a role that is linked to your user account can be highlighted as well as the Manual or Automated…
4.4.3.2.6.2 Dynamic 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 » 4.4.3.2.6.2 Dynamic Print
The goal of Dynamic Print is to allow users to print entire process maps while minimizing manual input or readjustment. It automatically re-positions maps to fit within 1 or many pages depending on the size of the process and the user settings. Like Regular Print,…
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…
4.9.4.2 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…
12.1.1.4 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…
10.7.4.1.1.1 Edit Risk Likelihood Name
10.0 System Admin » 10.7 Risk » 10.7.4 Risk Matrix Settings » 10.7.4.1 Edit Risk Matrix » 10.7.4.1.1 Edit Risk Likelihood » 10.7.4.1.1.1 Edit Risk Likelihood Name
A Name is given by the System Admin to each Risk Likelihood to label them. To Edit the Risk Likelihood Name, please follow the next steps Navigate to the System Admin Section Select the Risk tab under the System Admin section Navigate to the Risk Matrix…
10.4 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…
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…
12.1.4.4 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…
4.7.3 Graph
4.0 Navigating the Web App » 4.7 Documents » 4.7.3 Graph
Graphs are used as a visual representation of Documents. Graphs allow organizations and users to map out their Documents and provide key stakeholders with necessary information. They provide users with a high-level overview of Documents, and which areas of the…
4.10.1 Module Overview
4.0 Navigating the Web App » 4.10 Rule » 4.10.1 Module Overview
EPC’s Rule Module allows users to view personal, role and company rules. The EPC provides 3 different dimensions, allowing users to properly view and understand their organizational structure. Dimension Details 1. List Provides view of…
4.4.3.1 Graph Navigation
4.0 Navigating the Web App » 4.4 Process » 4.4.3 Graph » 4.4.3.1 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 Manual…
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…
10.7.4 Risk Matrix Settings
10.0 System Admin » 10.7 Risk » 10.7.4 Risk Matrix Settings
System Admins are responsible to input the Risk Likelihood, the Risk Impact and the Risk Profile under the Risk Matrix Settings. The System Admin needs to input the information about the Risk Likelihood axis and the Risk Impact axis so the Risk Matrix can be…
10.7.4.1.1.2 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…
10.7.4.1.2.1 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…
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…
10.0 System Admin
10.0 System Admin
System Administrators are the users with the highest level of autonomy and responsibility. They are responsible for overseeing and maintaining the EPC for all system users. To assure that System Administrators can oversee and maintain the EPC effectively, they are…
4.4.3.2.5.7.3 Value Added
4.0 Navigating the Web App » 4.4 Process » 4.4.3 Graph » 4.4.3.2 Map Graph » 4.4.3.2.5 Map Options Customization » 4.4.3.2.5.7 Highlight » 4.4.3.2.5.7.3 Value Added
The highlight function allows you to highlight the Critical Path, the High Risk Path, or tasks that are Value Added. Addtionally, tasks to which a resource or a role that is linked to your user account can be highlighted and manual vs. automated tasks can be displayed…
4.4.3.2.5.7.4 My Tasks
4.0 Navigating the Web App » 4.4 Process » 4.4.3 Graph » 4.4.3.2 Map Graph » 4.4.3.2.5 Map Options Customization » 4.4.3.2.5.7 Highlight » 4.4.3.2.5.7.4 My Tasks
The highlight function allows you to highlight the Critical Path, the High Risk Path, or tasks that are Value Added. Addtionally, tasks to which a resource or a role that is linked to your user account can be highlighted as well. My Tasks [ R ]: Flow objects that are…
4.8.3.1 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…
10.7.4.1.2.2 Edit Risk Impact Description
10.0 System Admin » 10.7 Risk » 10.7.4 Risk Matrix Settings » 10.7.4.1 Edit Risk Matrix » 10.7.4.1.2 Edit Risk Impact » 10.7.4.1.2.2 Edit Risk Impact Description
A Description is given by the System Admin to each Risk Impact to explain what their label means. This enable users to better understand the Risk Impact. To Edit the Risk Impact Description, please follow the next steps Navigate to the System Admin…
10.7.4.1.3.2 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…
12.1.4.1.1 Import EPC Content
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 » 12.1.4.1.1 Import EPC Content
Follow the steps below to import data from an outside EPC environment. The format of the data file must be .epc. *NOTE: Users are now able to import from EPC, Visio and BPMN. 1. From the WebApp Toolbar, select the three dots > Import 2. Select EPC (.epc) and…
4.2.1.1.3 My Objects Widget
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.1 Widget Dashboard Manager » 4.2.1.1.3 My Objects Widget
The “My Objects” Widget allows users to feature any object within the EPC on the widget. These items can be processes, process components and/or associated items. Users can easily keep track and access objects associated to their job requirements within…
4.2.1.1.7 My Performance Chart Widget
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.1 Widget Dashboard Manager » 4.2.1.1.7 My Performance Chart Widget
The “My Performance Chart” Widget allows users to feature the performance indicators assigned to their role with a level of responsibility in a pie-chart. Each portion counts of all Key Performance Indicators (KPIs), Key Control Indicators (KCIs) and Key…
4.7.3.1 Graph Navigation
4.0 Navigating the Web App » 4.7 Documents » 4.7.3 Graph » 4.7.3.1 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 Manual…
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…
10.7.4.1.3.1 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 …
12.2.2.11.1 Display
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.11 Swimlane » 12.2.2.11.1 Display
To modify the display from graph to swimlanes or Matrix: Map display Process display preference
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)…
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…
4.9.3.3 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 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…
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…
4.4.3.1.1.7 Print
4.0 Navigating the Web App » 4.4 Process » 4.4.3 Graph » 4.4.3.1 Graph Navigation » 4.4.3.1.1 Navigating in Graphs » 4.4.3.1.1.7 Print
The Print button has been added to allow users to easily print a desired graph. To use the Print button, please see the following instructions. 1. Select Print button at the upper left corner of the page 2. A print settings panel will be displayed on the…
4.7.4.2.7 Impacts
4.0 Navigating the Web App » 4.7 Documents » 4.7.4 Details » 4.7.4.2 Attributes » 4.7.4.2.7 Impacts
Users are able to view the impacts an object has on others in a list form in the Details view of any object. It is a complement to the Impact Graph, and another way of visualizing impact data. Visualizing the different associations within an organization allows users…
4.7.4.2.3 Responsibilities
4.0 Navigating the Web App » 4.7 Documents » 4.7.4 Details » 4.7.4.2 Attributes » 4.7.4.2.3 Responsibilities
The Responsibilities section displays de roles, resources and/or assets that are responsible for the document you are viewing. This provides additional details about any associated object that has been tied to the item using the RASCI-VS matrix. To navigate directly…
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…
4.4.3.1.1.11 Localize (View local copies of processes)
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 » 4.4.3.1.1.11 Localize (View local copies of processes)
Localization refers to the practice of adjusting a process’ properties and characteristics to accommodate differences in location, product or service. Localizing is useful when processes are very similar, but have slight differences due to location, type of…