Search
Related topics are listed below.
4.11.4.2.6 Properties
4.0 Navigating the Web App » 4.11 Master Data » 4.11.4 Details » 4.11.4.2 Attributes » 4.11.4.2.6 Properties
The properties section provides users with additional key information about items. The properties 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…
4.8.4.2.8 Properties
4.0 Navigating the Web App » 4.8 Risk » 4.8.4 Details » 4.8.4.2 Attributes » 4.8.4.2.8 Properties
The properties section provides users with additional key information about items. The properties 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…
4.9.4.2.8 Properties
4.0 Navigating the Web App » 4.9 Control » 4.9.4 Details » 4.9.4.2 Attributes » 4.9.4.2.8 Properties
The properties section provides users with additional key information about items. The properties 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…
4.10.4.2.7 Properties
4.0 Navigating the Web App » 4.10 Rule » 4.10.4 Details » 4.10.4.2 Attributes » 4.10.4.2.7 Properties
The properties section provides users with additional key information about items. The properties 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…
12.1.6 Properties
12.0 Editing on the Web App » 12.1 General Edit » 12.1.6 Properties
The Properties tab is common to all objects (excluding Sets and Folders). There are some object-specific sections in the properties tab, the instructions for those are found on the object-specific Edit [Object] Properties Details section of the manual. To edit…
12.2.2.5 BPMN Properties
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.5 BPMN Properties
Business Process Modeling Notation (BPMN) is a diagramming notation for business process models. It is emerging as the largest, most widely accepted business process modeling in the industry. BPMN creates a functional flow chart of different processes. Web Modelers…
16.2.5 Edit BPMN Properties
16.0 Tutorial for EPC » 16.2 Build a Business Process » 16.2.5 Edit BPMN Properties
BPMN Properties can be assigned to sub-processes, tasks, gateways, events, and transitions to define business process behaviors. Let’s edit the BPMN Property of a gateway. 1. Navigate to the first gateway, right-click on the gateway and select the “Edit…
12.8.2.2 Edit Rule Properties Details
12.0 Editing on the Web App » 12.8 Rule Edit » 12.8.2 Edit Rule Objects » 12.8.2.2 Edit Rule Properties Details
The Properties tab contains sections for the type, the categories applicable and the attributes. Since the Properties sections are common to many EPC objects, the instructions have been centralized in the Properties section of the user manual. You can find direct…
12.5.2.2 Edit Document Properties Details
12.0 Editing on the Web App » 12.5 Documents Edit » 12.5.2 Edit Document Objects » 12.5.2.2 Edit Document Properties Details
The Properties tab contains sections for the type, the categories applicable and the attributes. Since the Properties sections are common to many EPC objects, the instructions have been centralized in the Properties section of the user manual. You can find direct…
12.6.2.3 Edit Risk Properties Details
12.0 Editing on the Web App » 12.6 Risk Edit » 12.6.2 Edit Risk Objects » 12.6.2.3 Edit Risk Properties Details
The Properties tab contains sections for the type, the categories applicable and the attributes. Since the Properties sections are common to many EPC objects, the instructions have been centralized in the Properties section of the user manual. You can find direct…
12.7.2.2 Edit Control Properties Details
12.0 Editing on the Web App » 12.7 Control Edit » 12.7.2 Edit Control Objects » 12.7.2.2 Edit Control Properties Details
The Properties tab contains sections for the type, the categories applicable and the attributes. Since the Properties sections are common to many EPC objects, the instructions have been centralized in the Properties section of the user manual. You can find direct…
12.2.3.3.2 Edit Flow Objects Properties Detail
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 » 12.2.3.3.2 Edit Flow Objects Properties Detail
The Properties tab for Flow Objects contains sections for the categories applicable, the attributes, the requirements to implement, and user acceptance to implement. Properties Since all Properties sections are common to many EPC objects, the instructions have…
12.3.2.3 Edit Performance Objects Properties Details
12.0 Editing on the Web App » 12.3 Performance Edit » 12.3.2 Edit Performance Objects » 12.3.2.3 Edit Performance Objects Properties Details
The Properties tab contains sections for the type, the categories applicable and the attributes. The Properties tab is available for the following Performance Objects: Objectives Performance Indicators Since the Properties sections are common to many EPC…
12.4.2.5 Edit Organization Objects Properties Details
12.0 Editing on the Web App » 12.4 Organization Edit » 12.4.2 Edit Organization Objects » 12.4.2.5 Edit Organization Objects Properties Details
The Properties tab contains sections for the BPMN Properties, the type, the categories applicable and the attributes. The Properties tab is available for the following Organization Objects: Organization Units Roles Assets Resources What are the BPMN…
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…
12.9.2.3 Edit Master Data Objects Properties Details
12.0 Editing on the Web App » 12.9 Master Data Edit » 12.9.2 Edit Master Data Objects » 12.9.2.3 Edit Master Data Objects Properties Details
The Properties tab contains sections for the type, the categories applicable and the attributes. Since the Properties sections are common to many EPC objects, the instructions have been centralized in the Properties section of the user manual. You can find direct…
4.8.4.2 Attributes
4.0 Navigating the Web App » 4.8 Risk » 4.8.4 Details » 4.8.4.2 Attributes
Users can find a variety of information about objects within the details section. This information allows users to fully understand all information about a specific Risk, Risk Set or Risk Folder, and provides users with a specific destination that can be used to see…
4.9.4.2 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…
12.6.2 Edit Risk Objects
12.0 Editing on the Web App » 12.6 Risk Edit » 12.6.2 Edit Risk Objects
Web Modelers can edit the Details of Risk Objects. They need to navigate to the Edit button of the object to access the Edit Details window. The Edit Details window has two tabs, General and Properties. Under each tab there are different sections where the Web Modeler…
4.10.4.2 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…
4.6.4.2 Attributes
4.0 Navigating the Web App » 4.6 Organization » 4.6.4 Details » 4.6.4.2 Attributes
Users can find a variety of information about objects within the details section. This information allows users to fully understand all information about specific items, and provides users with a specific destination that can be used to see and gather all relevant…
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…
4.11.4.2 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…
12.2.2 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…
4.7.4.2 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…
12.8.2 Edit Rule Objects
12.0 Editing on the Web App » 12.8 Rule Edit » 12.8.2 Edit Rule Objects
Web Modelers can edit the Details of Rule objects. They need to navigate to the Edit button of the Rule object to access the Edit Details window. The Edit Details window has two tabs, General, and Properties. Under each tab there are different sections where the Web…
12.2.2.5.3 Gateway
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.5 BPMN Properties » 12.2.2.5.3 Gateway
Web Modelers can assign the BPMN properties while working on Graph Edit Mode directly to the shapes. To Assign BPMN Properties to a Gateway, please follow the instructions. *Ensure you are given the permission to be a Web Modeler, the displayed content is set to…
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…
12.4.2 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…
12.6.1.3 Create a Risk
12.0 Editing on the Web App » 12.6 Risk Edit » 12.6.1 Create Risk Objects » 12.6.1.3 Create a Risk
A Risk is an EPC object that models potential risks within an enterprise.Risks can come from uncertainty in financial markets, project failures, legal liabilities, credit risk, accidents, natural causes and disasters as well as deliberate attacks from an adversary.…
7.1 Approval Cycle
7.0 Approvals, Confirmations and Endorsements » 7.1 Approval Cycle
Approval cycles often involve multiple individuals before changes can be implemented. This is often the case as business activities that are subject to change may affect multiple different roles and resources, requiring their consent prior to change. These approval…
12.7.2 Edit Control Objects
12.0 Editing on the Web App » 12.7 Control Edit » 12.7.2 Edit Control Objects
Web Modelers can edit the Details of Control objects. They need to navigate to the Edit button of the Control object to access the Edit Details window. The Edit Details window has two tabs, General, and Properties. Under each tab there are different sections where the…
12.2.3 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…
12.5.2 Edit Document Objects
12.0 Editing on the Web App » 12.5 Documents Edit » 12.5.2 Edit Document Objects
Web Modelers can edit the Details of Document Objects. They need to navigate to the Edit button of the object to access the Edit Details window. The Edit Details window has two tabs, General and Properties. Under each tab there are different sections where the Web…
12.2.2.5.1 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…
10.4 Groups
10.0 System Admin » 10.4 Groups
System Administrators can manage groups within the Group’s tab. System Administrators can create and manage groups to assist in user classification and management, as well as control access for different user groups. This allows System Admins to efficiently control…
12.3.2 Edit Performance Objects
12.0 Editing on the Web App » 12.3 Performance Edit » 12.3.2 Edit Performance Objects
Web Modelers can edit the Details of Performance Objects. They need to navigate to the Edit button of the object to access the Edit Details window. The Edit Details window has two tabs, General and Properties. Under each tab there are different sections where the Web…
12.2.2.5.5 Transition
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.5 BPMN Properties » 12.2.2.5.5 Transition
Web Modelers can assign the BPMN properties while working on Graph Edit Mode directly to the shapes. To Assign BPMN Properties to a Transition, please follow the instructions. *Ensure you are given the permission to be a Web Modeler, the displayed content is set to…
12.9.2 Edit Master Data Objects
12.0 Editing on the Web App » 12.9 Master Data Edit » 12.9.2 Edit Master Data Objects
Web Modelers can edit the Details of Master Data objects. They need to navigate to the Edit button of the Master Data object to access the Edit Details window. The Edit Details window has two tabs, General, and Properties. Under each tab there are different sections…
12.2.2.5.2 Task
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.5 BPMN Properties » 12.2.2.5.2 Task
Web Modelers can assign the BPMN properties while working on Graph Edit Mode directly to the shapes. To Assign BPMN Properties to a Task, please follow the instructions. *Ensure you are given the permission to be a Web Modeler, the displayed content is set to Show…
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,…
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. …
12.2.2.2.8.1 Manually Re-Route Process Flows
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.2 Map a Process » 12.2.2.2.8 Reroute a Flow » 12.2.2.2.8.1 Manually Re-Route Process Flows
Users can Manually Re-Route Process Flows to customize and organize their process maps. To reroute a flow object while keeping the initial location of your ports, please follow the instructions. Navigate to Full Screen Edit Mode, after clicking on Edit Button …
4.8.3.1 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…
12.4.1.4 Create a Role
12.0 Editing on the Web App » 12.4 Organization Edit » 12.4.1 Create Organization Objects » 12.4.1.4 Create a Role
Roles represent specific skill sets, responsibilities and positions within an organization. They define the requirements needed to perform an activity without ascribing them to a specific individual. One resource may have different responsibilities and job, therefore,…
12.8.1.3 Create a Rule
12.0 Editing on the Web App » 12.8 Rule Edit » 12.8.1 Create Rule Objects » 12.8.1.3 Create a Rule
A Rule is an EPC object that model the structural facts, terms, invariant and constraints by which a company operates. Business rules are used as governance tools for organizations to build a structure that allows businesses to operate on a daily basis. Business rules…
12.4.1.5 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…
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…
12.2.2.5.4 Event
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.5 BPMN Properties » 12.2.2.5.4 Event
Web Modelers can assign the BPMN properties while working on Graph Edit Mode directly to the shapes. To Assign BPMN Properties to an Event, please follow the instructions. *The same instructions apply to a Start or End event *Ensure you are given the permission to…
12.4.1.2 Create an Organization Unit
12.0 Editing on the Web App » 12.4 Organization Edit » 12.4.1 Create Organization Objects » 12.4.1.2 Create an Organization Unit
Organization Units represent the various branches and departments within the enterprise. Divisions within departments can be reflected by creating organization units within higher level organization units. In the context of EPC, Organization Units can be under a set,…
10.2 Environment
10.0 System Admin » 10.2 Environment
System Administrators will be responsible for creating and managing environments within the EPC. In order for a User to access EPC, the System Admin needs to add the user to their respected environment. Users can be assigned to multiple environments. The Environment…
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…
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…
4.12.6.1 Approve Improvement Request
4.0 Navigating the Web App » 4.12 Collaboration » 4.12.6 Improvement Request » 4.12.6.1 Approve Improvement Request
After the Improvement Request is created by an EPC user, users involved, including the accountable user, will receive a notification about the new IR. The Accountable user will have to approve or reject the Improvement Request. If the Improvement Request is created on…
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…
10.2.8.2 Remove Filter
10.0 System Admin » 10.2 Environment » 10.2.8 Filter Environment Table » 10.2.8.2 Remove Filter
System Administrators are able to Remove Filters on the Environment Table after adding a filter How to Remove Filter System Admin first needs to add a filter. Refer to How to Add a Filter To remove the filter, click on the button beside the filter name. …
12.10.1 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,…
10.3.8.2 Remove Filter
10.0 System Admin » 10.3 Users » 10.3.8 Filter User Table » 10.3.8.2 Remove Filter
System Administrators are able to Remove Filters on the Users Table after adding a filter How to Remove Filter System Admin first needs to add a filter. Refer to How to Add a Filter To remove the filter, click on the button beside the filter name. …
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…
12.8.11 Assign To
12.0 Editing on the Web App » 12.8 Rule Edit » 12.8.11 Assign To
Web Modelers can assign a rule objects on the Web App to other EPC objects directly from a rules’ detail page. These are the following objects a rule can be assigned to: Process, Flow Object, Rules, Asset, Attribute & Entity. Web Modelers can assign objects to…
4.12.6.2 Assign IR Implementer
4.0 Navigating the Web App » 4.12 Collaboration » 4.12.6 Improvement Request » 4.12.6.2 Assign IR Implementer
The Accountable User of the object with an Improvement Request is responsible to assign the Web Modeler Implementer. The Implementer will be in charge to implement the changes in the EPC. To Assign IR Implementer, follow these steps Navigate to the Improvement…
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…
10.0 System Admin
10.0 System Admin
System Administrators are the users with the highest level of autonomy and responsibility. They are responsible for overseeing and maintaining the EPC for all system users. To assure that System Administrators can oversee and maintain the EPC effectively, they are…
12.3.1.2 Create an Objective
12.0 Editing on the Web App » 12.3 Performance Edit » 12.3.1 Create Performance Objects » 12.3.1.2 Create an Objective
An Objective is a textual definition of what needs to be achieved in the company. Objectives can be flexibly defined as anything from company-wide mission statements to more granular, low-level objectives. In the context of EPC, Objectives can be under a Performance…
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)…
4.16 To Do
4.0 Navigating the Web App » 4.16 To Do
The Web App allows user to view and manage a list of all pending actions, task and approvals they are actively engaging with. The purpose of this module is to allow members of an organization to clearly see an outline of their pending and upcoming tasks. There are 8…
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…
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…
12.1.6.3 Object Attributes
12.0 Editing on the Web App » 12.1 General Edit » 12.1.6 Properties » 12.1.6.3 Object Attributes
The Object Attributes serves as a quick way to classify an object based on a piece of data assigned by the Web Modeler. Attributes are used to add a layer of classification for items. EPC comes pre-loaded with a list of attributes for each object, but System…
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…
4.12.2.2 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)
12.5.1.3 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…
8.0 My Profile
8.0 My Profile
The My Profile section is where you can manage all settings related specifically to your user. It provides a central page where users can see information about their profile, as well as customizes certain sections of the EPC. Navigate to the My Profile…
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…
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…
12.2.2.7.1 Edit Shape Details
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.7 Edit Details » 12.2.2.7.1 Edit Shape Details
Web Modelers can edit the Details of any shape while mapping a process on Graph Edit Mode. To Edit the Details of a Shape, 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…
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…
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…
12.8 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…
12.4.1.8 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…
12.3.1.3 Create an Indicator
12.0 Editing on the Web App » 12.3 Performance Edit » 12.3.1 Create Performance Objects » 12.3.1.3 Create an Indicator
The different types of Indicators are: Abbreviation Indicator Definition KPI Key Performance Indicator An indicator which enables an organization to define its performance targets based on its goals and objectives and to monitor…
7.1.6.4 Downloading & Previewing Published Approved Document
7.0 Approvals, Confirmations and Endorsements » 7.1 Approval Cycle » 7.1.6 Signature Compliance » 7.1.6.4 Downloading & Previewing Published Approved Document
Once an object has went through the signature compliance and the approval process, then an auditor can go on the version history and review the signed document. Review Signature Document Workflow 1. Navigate to the object details or graph page 2. In Details menu,…
12.1.3.4 Edit
12.0 Editing on the Web App » 12.1 General Edit » 12.1.3 Edit Toolbar » 12.1.3.4 Edit
The Edit button enables Web Modelers to edit objects on the EPC Web App. When navigating to the Edit button, Web Modelers will be redirected to the Edit Details window for the object Web Modelers need to ensure they have the permission to be a Web Modeler, their…
4.8.1 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…
4.11.3.3 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…
4.2.1.3.1 Layout Options
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.3 Customize Home Page Layout » 4.2.1.3.1 Layout Options
Default Widget Layout The Home page can feature up to 4 Widgets at a given time in the following layout Centralized Widget Layout Users can center a Widget within a page. This provides a centralized view of a specific Widget, but comes at the expense of…
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…
12.1.4.2.2 Export Visio Content
12.0 Editing on the Web App » 12.1 General Edit » 12.1.4 Import/Export Content » 12.1.4.2 Import/Export Visio Content » 12.1.4.2.2 Export Visio Content
Follow the steps below to export data from your current EPC environment. The export wizard will create a data file with the format .vsdx. 1. From the WebApp Toolbar, select the three dots > Export 2. Select Visio (.vsdx). 3. Type in the “Selected a…
12.1.3 Edit Toolbar
12.0 Editing on the Web App » 12.1 General Edit » 12.1.3 Edit Toolbar
Web Modelers can view and use the Edit Toolbar if they have the permission to be a Web Modeler, their displayed content is set to Show Latest, their editing tool is the Web and they have the security permission on the object. The boxes on the Edit Toolbar are the…
4.8.3 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…
4.6.4.2.4 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,…
4.8.2.3 Quick Graph View
4.0 Navigating the Web App » 4.8 Risk » 4.8.2 List » 4.8.2.3 Quick Graph View
Quick Graph View is a feature of the EPC Web App that allows users to immediately view rules in a graph mode. While Graph’s will be further explained below, the Quick Graph View allows users to quickly navigate to a Graph from “List View”. Please see the…
12.5.1.4.4.12 Generated from Template 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 » 12.5.1.4.4.12 Generated from Template Tags
Generated from Template documents are a special type of documents that allow users to create more detailed Standard Operating Procedures or similar types of documents. Refer to the Generated from Template section for more information. This section of the help manual…
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…
4.0 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…
4.12.1.1.2 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…
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…