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4.11.4.2.5 Associations
4.0 Navigating the Web App » 4.11 Master Data » 4.11.4 Details » 4.11.4.2 Attributes » 4.11.4.2.5 Associations
The Associations section displays Master Data items (Entities, in this example) and Rules associated to a specific Attribute. To navigate directly to the object, click on the icon. Users can click on an object’s name to view its details in a popup. To…
12.1.5 Associations
12.0 Editing on the Web App » 12.1 General Edit » 12.1.5 Associations
Web Modelers can associate different EPC objects to another EPC object. To Associate, Web Modelers need to navigate to the Edit button in the Details tab of the object to access the Edit Details window. The Association section will cover the different objects that…
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…
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…
4.11.3.2 Impact Graph
4.0 Navigating the Web App » 4.11 Master Data » 4.11.3 Graph » 4.11.3.2 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…
12.4.2.4 Edit Resource General Details
12.0 Editing on the Web App » 12.4 Organization Edit » 12.4.2 Edit Organization Objects » 12.4.2.4 Edit Resource General Details
The General tab contains a section for the basic information about the Resource, as well as the Responsibilities and Associations sections. What is this Resource? This table below describes the fields of this section. Field Description User…
4.10.3.2 Impact Graph
4.0 Navigating the Web App » 4.10 Rule » 4.10.3 Graph » 4.10.3.2 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…
4.5.4.2 Attributes
4.0 Navigating the Web App » 4.5 Performance » 4.5.4 Details » 4.5.4.2 Attributes
Users can find a variety of information about objects and performance measures 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…
12.4.2.2 Edit Role General Details
12.0 Editing on the Web App » 12.4 Organization Edit » 12.4.2 Edit Organization Objects » 12.4.2.2 Edit Role General Details
The General tab contains a section for the basic information about the Role, as well as the Associations section. What is this Role? This table below describes the fields of this section. Field Description Name The name of this Role. A…
4.4.4.2 Attributes
4.0 Navigating the Web App » 4.4 Process » 4.4.4 Details » 4.4.4.2 Attributes
Users can find a variety of information about processes 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…
12.1.4.5.2 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…
4.4.3.3 Impact Graph
4.0 Navigating the Web App » 4.4 Process » 4.4.3 Graph » 4.4.3.3 Impact Graph
Impact Graphs provide a visual representation of the upstream and downstream associations related to items in the EPC. In simple terms, Impact Graph is a technique for visualization of associations and links with various processes, tasks or objects. Visualizing the…
4.9.3.2 Impact Graph
4.0 Navigating the Web App » 4.9 Control » 4.9.3 Graph » 4.9.3.2 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…
4.7.3.2 Impact Graph
4.0 Navigating the Web App » 4.7 Documents » 4.7.3 Graph » 4.7.3.2 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…
4.11.4.2 Attributes
4.0 Navigating the Web App » 4.11 Master Data » 4.11.4 Details » 4.11.4.2 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 Entity and Attribute providing users with a specific destination that can be used to see and gather all…
12.4.2.3 Edit Asset General Details
12.0 Editing on the Web App » 12.4 Organization Edit » 12.4.2 Edit Organization Objects » 12.4.2.3 Edit Asset General Details
The General tab contains a section for the basic information about the Asset, as well as the Responsibilities and Associations sections. h2. What is this Asset? This table below describes the fields of this section. Field Description Name…
4.6.3.2 Impact Graph
4.0 Navigating the Web App » 4.6 Organization » 4.6.3 Graph » 4.6.3.2 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…
4.5.3.2 Impact Graph
4.0 Navigating the Web App » 4.5 Performance » 4.5.3 Graph » 4.5.3.2 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…
12.4.2.1 Edit Organization Unit General Details
12.0 Editing on the Web App » 12.4 Organization Edit » 12.4.2 Edit Organization Objects » 12.4.2.1 Edit Organization Unit General Details
The General tab contains a section for the basic information about the Organization Unit, as well as the Document Association. What is this Organization Unit? This table below describes the fields of this section. Field Description Name …
4.4.4.2.9.2 Documents Summary
4.0 Navigating the Web App » 4.4 Process » 4.4.4 Details » 4.4.4.2 Attributes » 4.4.4.2.9 Summary » 4.4.4.2.9.2 Documents Summary
The Documents Summary provides users with a list of all documents used in a process, allowing users to see all the associated documentation for a process. This table summarizes all the Document associations made on a process and its flow objects and can…
4.4.4.2.9.3 Risks Summary
4.0 Navigating the Web App » 4.4 Process » 4.4.4 Details » 4.4.4.2 Attributes » 4.4.4.2.9 Summary » 4.4.4.2.9.3 Risks Summary
The Risks Summary provides users with a list of all risks impacting a process, allowing users to see all the associated risks for a process. This table summarizes all the Risk associations made on a process and its flow objects and can include: Risks associated with…
12.8.2.1 Edit Rule General Details
12.0 Editing on the Web App » 12.8 Rule Edit » 12.8.2 Edit Rule Objects » 12.8.2.1 Edit Rule General Details
The General tab contains a section for the basic information about the Rule, as well as the Responsibilities and Associations sections. What is the Business Rule? This table below describes the fields of this section. Field Description Name…
4.2.1.2.8.1 Widget Filter Categories
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.2 Customize Widgets Content » 4.2.2 Widget Filter Rules » 4.2.1.2.8.1 Widget Filter Categories
Filters interact differently with one another. Given the large number of filtering criteria available for users to customize, understanding the relationships of these filters is important when customizing Widgets. Outlined below will be the relationships between 1. My…
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…
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…
12.2.3.3.1 Edit Flow Object General 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 » 12.2.3.3.1 Edit Flow Object General Details
The General tab contains a section for the basic information about the Flow Object, as well as the Responsibilities and Associations sections. Web Modelers can access the Edit Details window for a Flow Object through: The Edit button on the Flow Object’s…
12.1.4.5.1.3 Excel Spreadsheet Format
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
In order to succesfully import data in an Excel spreadsheet to the EPC, it is recommended to follow a specific format if you are creating an excel spreadsheet *NOTE: If you are exporting an Excel file from the Modeler (versions 11.2 and older of EPC), you do not need…
4.11.3.4 Data Diagram
4.0 Navigating the Web App » 4.11 Master Data » 4.11.3 Graph » 4.11.3.4 Data Diagram
EPC users can display their Master Data content in diagram format to help users understand the relationships between Entities and Attributes. Defining entities and attributes can help an organization describe what is important to process in an area of business.…
4.8.4.2.8 Impacts
4.0 Navigating the Web App » 4.8 Risk » 4.8.4 Details » 4.8.4.2 Attributes » 4.8.4.2.8 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…
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…
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…
12.1.3.14 Copy (and Paste) Existing Objects
12.0 Editing on the Web App » 12.1 General Edit » 12.1.3 Edit Toolbar » 12.1.3.14 Copy (and Paste) Existing Objects
The EPC now allows web editors to copy (and paste) existing objects, allowing you to rapidly build content in your application. Copying an existing object will allow you to create an exact copy of the object, maintaining all associations and critical details attached…
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,…
4.12.6 Improvement Request
4.0 Navigating the Web App » 4.12 Collaboration » 4.12.6 Improvement Request
Improvement requests allow end users to propose item and process improvements within the EPC Web App. Through the Collaboration Module, users can propose Association Changes, Description Changes, Editorial Changes and, Process Map Changes. Improvement Requests are a…
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)
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…
4.8.1 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…
4.8.3.1.1 Navigation In Graphs
4.0 Navigating the Web App » 4.8 Risk » 4.8.3 Graph » 4.8.3.1 Graph Navigation » 4.8.3.1.1 Navigation In Graphs
Navigation within the graph section is primarily controlled by the toolbars at the top of the page, which is divided into 2 sections. Section 1: items are focused on user viewing and graph functionality. Please see the table below for the list and description of…
4.8.4.2.5 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…
4.8.3 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…
4.8.2.3 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…
4.8.4.1.1 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…
12.2.3.1 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…
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 …
4.12.1.1.2 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…
4.12.2.4 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…
12.1.3.7 Merge
12.0 Editing on the Web App » 12.1 General Edit » 12.1.3 Edit Toolbar » 12.1.3.7 Merge
In certain circumstances, EPC modelers may want to merge 2 objects of the same type into one. This often occurs upon identification of duplicate objects (especially after imports), during restructuring initiatives, or sometimes due to deprecation of an object where…
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…
12.2.2.8.4 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…
4.8.3.1.1.1 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 …
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…
10.4.8 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
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…
4.12.2.2.4 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…
4.8.2 List
4.0 Navigating the Web App » 4.8 Risk » 4.8.2 List
List view allows you to see all Risk items that you have access to, including the specific details within them. Viewing Risk items in a list allows users to have a quick view of various Risk items, facilitating navigation. The EPC Web App provides users with 3 major…
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…
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:…
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 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…
4.8.3.1.1.8 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…
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…
4.8.2.2.1 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,…
12.9.2.2 Edit Attribute General Details
12.0 Editing on the Web App » 12.9 Master Data Edit » 12.9.2 Edit Master Data Objects » 12.9.2.2 Edit Attribute General Details
The General tab contains a section for the basic information about the Attribute, the Attribute’s permissions, as well as the Responsibilities and Associations sections. What is this Attribute? This table below describes the fields of this…
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.
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…
4.8.2.2.3 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.
4.7.4.2.7 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…
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…
4.9.3.3 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…
4.12 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…
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 …
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…
10.4.2 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…
4.8.4.2.6 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,…
4.8 Risk
4.0 Navigating the Web App » 4.8 Risk
Risks of all levels can be documented, organized into library structures and communicated to stakeholders via the Web App. Users can view risks in a list form, in a graph form and in a detailed form allowing them to fully understand risks. Mapping risks will enable…
12.1.4.4 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…
10.4.8.2 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. …
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…
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)…
12.2.2.2.8.1 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 …
4.4.3.2.6.1 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 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…
12.3.2.2 Edit Performance Indicator General Details
12.0 Editing on the Web App » 12.3 Performance Edit » 12.3.2 Edit Performance Objects » 12.3.2.2 Edit Performance Indicator General Details
The General tab contains a section for the basic information about the Performance indicator, where the performance threshold can be assigned, as well as the Responsibilities and Associations sections. What is this Performance Indicator? This table below describes…
4.4.4.2.10 Impacts
4.0 Navigating the Web App » 4.4 Process » 4.4.4 Details » 4.4.4.2 Attributes » 4.4.4.2.10 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…
4.8.3.1.1.5 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…
12.2.2.8 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…
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…
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…
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…
12.2.2.4.3 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…
12.4.2 Edit Organization Objects
12.0 Editing on the Web App » 12.4 Organization Edit » 12.4.2 Edit Organization Objects
Web Modelers can edit the Details of Organization objects. They need to navigate to the Edit button of the Organization object to access the Edit Details window. The Edit Details window has two tabs, General, and Properties. Under each tab there are different sections…
12.2.2.4.2 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…
4.10.3.3 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…
12.1.3.10 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…
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…
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…