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7.3 Endorsement Cycle
7.0 Approvals, Confirmations and Endorsements » 7.3 Endorsement Cycle
Endorsement cycles often involve multiple individuals before changes can be implemented. This is often the case as business activities that are analyzed from different vantage points and subject to change may require multiple edits before producing a finalized result.…
7.3.6 Endorsement History
7.0 Approvals, Confirmations and Endorsements » 7.3 Endorsement Cycle » 7.3.6 Endorsement History
Endorsement Cycle When an endorsement cycle has been completed, an “Completed Endorsement Cycle” box will be displayed in the Details page, under the Properties section, under the Current version. This box will display the list of endorsers, and will show that…
7.3.5 Delegating Endorsement
7.0 Approvals, Confirmations and Endorsements » 7.3 Endorsement Cycle » 7.3.5 Delegating Endorsement
The delegate feature in endorsement cycle allows the user to reassign their task for the current cycle. Using the “Delegate” feature, the endorser can choose another resource to delegate their task for that cycle. If a new endorsement cycle begins, the…
7.3.1 Sending Endorsement
7.0 Approvals, Confirmations and Endorsements » 7.3 Endorsement Cycle » 7.3.1 Sending Endorsement
After a user has created a list of endorsers and has made changes to an object, the user will initiate an endorsement cycle by clicking on the “Send for Endorsement” button. The content of “Send for Endorsement Confirmation” includes: A…
12.2.10 Process Object Endorsement Cycle
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.10 Process Object Endorsement Cycle
Web Modelers can set Endorsement Cycles on Process Objects. To learn how to set Endorsement Cycles, click here
12.3.10 Performance Object Endorsement Cycle
12.0 Editing on the Web App » 12.3 Performance Edit » 12.3.10 Performance Object Endorsement Cycle
Web Modelers can set Endorsement Cycles on Performance Object Endorsement Cycle. To learn how to set Endorsement Cycles, click here
12.4.10 Organization Object Endorsement Cycle
12.0 Editing on the Web App » 12.4 Organization Edit » 12.4.10 Organization Object Endorsement Cycle
Web Modelers can set Endorsement Cycles on Organization Objects. To learn how to set Endorsement Cycles, click here
12.5.10 Document Object Endorsement Cycle
12.0 Editing on the Web App » 12.5 Documents Edit » 12.5.10 Document Object Endorsement Cycle
Web Modelers can set Endorsement Cycle on Document Objects. To learn how to set Endorsement Cycles, click here
12.6.10 Risk Object Endorsement Cycle
12.0 Editing on the Web App » 12.6 Risk Edit » 12.6.10 Risk Object Endorsement Cycle
Web Modelers can set Endorsement Cycles on Risk Objects. To learn how to set Endorsement Cycle, click here
12.7.10 Control Object Endorsement Cycle
12.0 Editing on the Web App » 12.7 Control Edit » 12.7.10 Control Object Endorsement Cycle
Web Modelers can set Endorsement Cycles on Control Objects. To learn how to set Endorsement Cycles, click here
12.8.10 Rule Objects Endorsement Cycle
12.0 Editing on the Web App » 12.8 Rule Edit » 12.8.10 Rule Objects Endorsement Cycle
Web Modelers can set Endorsement Cycles on Rule Objects. To learn how to set Endorsement Cycles, click here
12.9.10 Master Data Object Endorsement Cycle
12.0 Editing on the Web App » 12.9 Master Data Edit » 12.9.10 Master Data Object Endorsement Cycle
Web Modelers can set Endorsement Cycles on Master Data Objects. To learn how to set Endorsement Cycle, click here
4.2.1.1.16 Object Sent for Endorsement Widget
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.1 Widget Dashboard Manager » 4.2.1.1.16 Object Sent for Endorsement Widget
The Object sent for endorsement widget allows a user to view and filter all or selected current objects that are pending endorsement. Once the user accesses the homepage, they can view a list of objects that are pending endorsement by the user or everyone else. User…
7.3.2 Participating in An Endorsement Cycle
7.0 Approvals, Confirmations and Endorsements » 7.3 Endorsement Cycle » 7.3.2 Participating in An Endorsement Cycle
1. After an EPC Modeler has Drafter a change to an object and sent this object in for endorsement, user assigned as an endorser will receive a notification within the EPC Web APP and through email. Until the endorsement is either completed by all endorser, stopped or…
4.2.1.1.16.1 Customizing the Object Sent for Endorsement widget
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.1 Widget Dashboard Manager » 4.2.1.1.16 Object Sent for Endorsement Widget » 4.2.1.1.16.1 Customizing the Object Sent for Endorsement widget
The Object Sent for Endorsement Widget allows the user to view a list of items that are actively pending endorsement. The user is able to view all pending endorsement sent by everyone including themselves as a default setting or filter to view only selected objects…
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 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…
12.5 Documents Edit
12.0 Editing on the Web App » 12.5 Documents Edit
The Document Module of the EPC allows users to store all relevant documents to an organization’s business activities on a centralized, secured, and manageable repository. Web Modelers can add Document objects to the EPC Web App and use EPC’s Document hierarchy…
4.4.4.2.8 Versioning
4.0 Navigating the Web App » 4.4 Process » 4.4.4 Details » 4.4.4.2 Attributes » 4.4.4.2.8 Versioning
The Versioning section provides users with additional key information about items. The section is broken down into 2 categories: 1. Current Version: Provides information about what version is being viewed, and when the latest modification has been made. Users can…
12.1.6.4.2 List of Changes
12.0 Editing on the Web App » 12.1 General Edit » 12.1.6 Properties » 12.1.6.4 Data Harmonization » 12.1.6.4.2 List of Changes
This list can be found when you expand the Out of Sync box. See Out of Sync for more information. The list includes all associations and sub-processes that have been modified and published after the main process has been Published or sent for Approval. The list…
4.16.2.2.1 Add Filter
4.0 Navigating the Web App » 4.16 To Do » 4.16.2 List » 4.16.2.2 Filtering » 4.16.2.2.1 Add Filter
You can add filters to see specific actions and other items of your choice. Type what you are looking for, select the filter in the drop-down menu, or define the range by dates. How to Add Filter 1. Navigate cursor and select the box column you wish to filter. For…
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…
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…
7.3.4.1 Show Changes Since Last Review
7.0 Approvals, Confirmations and Endorsements » 7.3 Endorsement Cycle » 7.3.4 Show Changes » 7.3.4.1 Show Changes Since Last Review
An object may go through several endorsement cycles before it get published or sends for approval. The reason to use this feature as an endorser is to see the difference between the latest version and the last version that they revised on an object. An object may pass…
4.2.1.1.6.1 Customize My Actions Widgets
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.1 Widget Dashboard Manager » 4.2.1.1.6 My Actions Widget » 4.2.1.1.6.1 Customize My Actions Widgets
The My Actions Widget allows users to view a list of items they are actively engaging with. Customizing “My Actions” will allow users to view multiple different actions a user must perform in one or multiple Widget windows based on personal preference. Please…
7.3.3 Notifications Emails
7.0 Approvals, Confirmations and Endorsements » 7.3 Endorsement Cycle » 7.3.3 Notifications Emails
Users involved in Endorsement Cycle Activities will be sent notification emails when event takes place throughout the cycle. This means that the user will be notified via email, as well in the EPC Web App, when activities pertinent to users take place. User will…
15.2.4 Update an Object
15.0 EPC REST APIs » 15.2 Use Cases & Examples » 15.2.4 Update an Object
This endpoint is used to update objects in EPC. This can apply to different scenarios of synchronizing (1-way and 2-way) data through an integrated script in the external system. CURL Example: curl --request PUT --url…
15.2.5 Delete an Object
15.0 EPC REST APIs » 15.2 Use Cases & Examples » 15.2.5 Delete an Object
This endpoint is used to delete objects in EPC. This can apply to different scenarios of synchronizing (1-way and 2-way) data from an external system into EPC, like: Synchronizing through an integrated script in the external system (you will need the update endpoint…
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…
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…
12.3.1.2 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…
12.3.1.3 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…
12.1.3.11 Displayed Content
12.0 Editing on the Web App » 12.1 General Edit » 12.1.3 Edit Toolbar » 12.1.3.11 Displayed Content
Web Modelers can save EPC objects either as a drafts or as published. Draft An Object in draft can only be viewed by Web Modelers, this object is a work-in-process, and is not ready for all users with permission to view it on the Web App. The box will appear on…
12.6.2.2 Risk Analysis
12.0 Editing on the Web App » 12.6 Risk Edit » 12.6.2 Edit Risk Objects » 12.6.2.2 Risk Analysis
The EPC allows users to analyze, quantify and manage their organziational risks throught the Risk Analysis section in the Risk Module. This Risk Analysis component allows users to: Input Causes & Effects of Risks Calculate Gross Risk Scores Associate Controls to…
12.2.1.1.3.1 Create Flow Objects – Details Tab
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.1 Create Process Objects » 12.2.1.4 Create a Process – Details Tab » 12.2.1.1.3.1 Create Flow Objects – Details Tab
This functionality allows users who aren’t familiar with BPMN methodology’s best practices to create flowobjects right from the details page of a new process. This component allows user to define: the type of flowobject: start event, task, gateways, sub…
12.2.1.4 Create a Process – Details Tab
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.1 Create Process Objects » 12.2.1.4 Create a Process – Details Tab
A Process is an organized group of related activities, tasks and procedures, that together create a result of value to the customer, and once completed, will accomplish an organizational goal. In the context of EPC, Processes can be under a set, or under another…
12.1.3 Edit Toolbar
12.0 Editing on the Web App » 12.1 General Edit » 12.1.3 Edit Toolbar
Web Modelers can view and use the Edit Toolbar if they have the permission to be a Web Modeler, their displayed content is set to Show Latest, their editing tool is the Web and they have the security permission on the object. The boxes on the Edit Toolbar are the…
12.5.1.3 Create a Document
12.0 Editing on the Web App » 12.5 Documents Edit » 12.5.1 Create Document Objects » 12.5.1.3 Create a Document
Unlike other EPC objects, Documents are not created within the EPC Web App. Documents are uploaded from your local system to the EPC document repository. For this reason, any kind of file, file link, or URL can be added to the document repository. The different types…
12.6.1.3 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.…
12.1.1.4 Edit Lock
12.0 Editing on the Web App » 12.1 General Edit » 12.1.1 WebApp Editing Rules » 12.1.1.4 Edit Lock
Either by creating new content or editing existing content, objects in EPC are in constant evolution and can regroup a lot of information in their different specific areas. To avoid conflict between two users potentially editing the same object, any user editing an…
12.7.1.3 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…
12.9.1.3 Create an Entity
12.0 Editing on the Web App » 12.9 Master Data Edit » 12.9.1 Create Master Data Objects » 12.9.1.3 Create an Entity
Entities are Master Data objects. Entities allow the user to define the specific object types that are passed along through an organization’s processes, allowing the user to fully integrate and reuse the objects. You can find Entities within the Master Data…
4.16.2.2 Filtering
4.0 Navigating the Web App » 4.16 To Do » 4.16.2 List » 4.16.2.2 Filtering
Filtering is a useful way for you to extract a specific subset of EPC content based on conditions related to what you need to find or view. You can filter the Process list by sequence number (Seq#); Name; Role; Documents; My RASCI-VS; Type (Process or Flow Object);…
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, Controls, Rules, Asset, Attribute & Entity. Web Modelers can assign…
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…
12.1.4.3.2 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 …
12.1.2 Create
12.0 Editing on the Web App » 12.1 General Edit » 12.1.2 Create
Web Modelers can create content directly in the WebApp. Each module’s objects are organized in a hierarchical manner, and some module have certain particularities in the hierarchy based on their context. The table below lists the types of objects that can be…
12.6.2.2.1 Edit Causes & Effects
12.0 Editing on the Web App » 12.6 Risk Edit » 12.6.2 Edit Risk Objects » 12.6.2.2 Risk Analysis » 12.6.2.2.1 Edit Causes & Effects
EPC’s Risk Module allows users to input the Causes & Effects of Organizational risks, allowing Risk Managers to understand how risks behave in their organizations. Understanding how these risks behave, allows organizational members to view and understand the…
12.2.2.1.2 Graph Toolbar
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.1 Graph Edit Mode » 12.2.2.1.2 Graph Toolbar
The Graph Toolbar focuses on user viewing and on editing graph functionalities helping Web Modelers to map processes. Please see the table below for a full list of items on the Graph Toolbar and description of each item: Item Icon Description…
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…
12.1.4.3.1 Import BPMN Content
12.0 Editing on the Web App » 12.1 General Edit » 12.1.4 Import/Export Content » 12.1.4.3 Import/Export BPMN Content » 12.1.4.3.1 Import BPMN Content
Follow the steps below to import data from an outside EPC environment. The format of the data file must be .bpmn *NOTE: Users are now able to import from EPC, Visio and BPMN. 1. From the WebApp Toolbar, select the three dots > Import 2. Select BPMN (.bpmn) and…
12.1.1.3 Editing Language
12.0 Editing on the Web App » 12.1 General Edit » 12.1.1 WebApp Editing Rules » 12.1.1.3 Editing Language
Web Modelers can input content data about EPC objects in different languages. Editing the language of EPC objects is done through the Edit Details window of an object. This enables EPC end users to display the content in the language they prefer. To learn how to…
12.1.2.3.2 Create Objects – Object Details Tab
12.0 Editing on the Web App » 12.1 General Edit » 12.1.2 Create » 12.1.2.3 Create Objects » 12.1.2.3.2 Create Objects – Object Details Tab
Web Modelers can create objects in the WebApp and organize them in a hierarchical manner in a “Parent-Child” relationship. See the table in the Create section which lists the Parent-Child relationships per object. !Due to their different nature and…
15.2 Use Cases & Examples
15.0 EPC REST APIs » 15.2 Use Cases & Examples
In this section, we have provided use cases and full code examples for the most used and interesting APIs so you can better understand what each function does: Create an object Retrieve an object Update an object Delete an object Retrieve a list of…
12.2.3.3 Edit Process Flow Objects Details
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.3 Edit Process Objects » 12.2.3.3 Edit Process Flow Objects Details
The Flow Objects tab contains all flow objects used in a process map. Web Modeler can edit the basic information about the flow object, its Responsibilities, its Associations, and its properties. Web Modelers can edit the following Flow Objects:…
12.1.5.2 Associate Documents
12.0 Editing on the Web App » 12.1 General Edit » 12.1.5 Associations » 12.1.5.2 Associate Documents
Documents Documents can be associated to any object (except Sets and Folders). Documents are stored in a centralized document repository on the EPC Web App. Under this sub-section of the General Details, Web Modelers can choose a document from the repository and…
12.3.1 Create Performance Objects
12.0 Editing on the Web App » 12.3 Performance Edit » 12.3.1 Create Performance Objects
Web Modelers can create new Performance Objects on the Web App. These objects can be Performance Sets, Objectives, and Indicators, such as Key Performance Indicators (KPI), Key Risk Indicators (KRI) and Key Control Indicators (KCI). Web Modelers can create new…
12.9.1.4 Create an Attribute
12.0 Editing on the Web App » 12.9 Master Data Edit » 12.9.1 Create Master Data Objects » 12.9.1.4 Create an Attribute
Attributes represent individual, atomic pieces of data. Entities contain Attributes, and Web Modelers are responsible to assign the Attributes to their respective Entity. In the Master Data structure, Attributes are found within Master Data Folders. For instructions…
12.1.3.4 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…
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…
12.3 Performance Edit
12.0 Editing on the Web App » 12.3 Performance Edit
The Web App allows users to monitor the performance of their processes and business activities in a customizable and color coded environment. Viewing Performance Measures provides users with up-to-date information, enabling them to assess and optimize individual…
12.1.2.3.1 Create Objects – New Button
12.0 Editing on the Web App » 12.1 General Edit » 12.1.2 Create » 12.1.2.3 Create Objects » 12.1.2.3.1 Create Objects – New Button
Web Modelers can create objects in the WebApp and organize them in a hierarchical manner in a “Parent-Child” relationship. See the table in the Create section which lists the Parent-Child relationships per object. !Due to their different nature and…
12.4.1.4 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,…
12.2 Process Edit
12.0 Editing on the Web App » 12.2 Process Edit
The Process Module of EPC allows users to create a process map that visually describes the flow of work within the activities of your company. Processes represent individual business processes or procedures and are comprised of sub-processes and activities. Users…
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 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…
12.2.2.7.1 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…
12.2.3.3.1 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…
12.4.2 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…
12.1.5.3 Associate Performance
12.0 Editing on the Web App » 12.1 General Edit » 12.1.5 Associations » 12.1.5.3 Associate Performance
Performance Objectives and Indicators Objectives and Performance Indicators (KCI, KPI, and KRI) are used to measure process performance. They can be associated to Processes or Flow Objects (Tasks, Events, and Gateways). Objectives and Performance Indicators are…
12.1.4 Import/Export Content
12.0 Editing on the Web App » 12.1 General Edit » 12.1.4 Import/Export Content
The EPC WebApp can import and export various types of content, including EPC content, Visio content and BPMN content (import only). Further explanations regarding these specific files are detailed in the following sections: 12.1.4.1 Import/Export EPC…
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…
12.2.2.1.2.16 Set Colors
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.1 Graph Edit Mode » 12.2.2.1.2 Graph Toolbar » 12.2.2.1.2.16 Set Colors
The Set Colors function allows Web Modelers to change the color of shapes. The Set Colors button is located on the toolbar at the top-left of the Edit Screen. To use the Set Colors options, please see the following instructions. *Ensure you are given the…
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…
12.9.2.3 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…
12.5.1.3.3 Generated from Template
12.0 Editing on the Web App » 12.5 Documents Edit » 12.5.1 Create Document Objects » 12.5.1.3 Create a Document » 12.5.1.3.3 Generated from Template
Generated from Template documents are a special type of documents that allow users to generate Standard Operating Procedures using a template and a process. It can be used to generate various custom documents depending on the chosen template. Creating a Generated from…
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…
12.1.8.3 Tree selector (Tree Editing) – Delete objects
12.0 Editing on the Web App » 12.1 General Edit » 12.1.8 Tree Selector (Editing) » 12.1.8.3 Tree selector (Tree Editing) – Delete objects
To delete content, everything can be done through right-clicking. Instructions to delete content *The delete action is available for every object that exists in the tree. The exception is for Resources for the Organization module, that can’t be…
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…
12.2.2.5.1 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…
4.2.1.1.3 My Objects Widget
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.1 Widget Dashboard Manager » 4.2.1.1.3 My Objects Widget
The “My Objects” Widget allows users to feature any object within the EPC on the widget. These items can be processes, process components and/or associated items. Users can easily keep track and access objects associated to their job requirements within…
12.2.2.5.4 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…
12.4.1.5 Create an Asset
12.0 Editing on the Web App » 12.4 Organization Edit » 12.4.1 Create Organization Objects » 12.4.1.5 Create an Asset
Assets represent non‐human entities that perform work or are utilized by Resources to perform work within the organization. Assets are pieces of equipment essential to the business, and help automating tasks. Assets are found within the Units of the…
12.4.2.3 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…
12.1.3.12.8 Browse Versions
12.0 Editing on the Web App » 12.1 General Edit » 12.1.3 Edit Toolbar » 12.1.3.12 Tools » 12.1.3.12.8 Browse Versions
Users are able to browse previous versions of any objects in EPC and restore them. Browsing previous versions is available in the following modules: Process Document Organization Rule Risk Control Performance Master Data Accessing a previous version To…
12.1.5.4 Associate Business Rules
12.0 Editing on the Web App » 12.1 General Edit » 12.1.5 Associations » 12.1.5.4 Associate Business Rules
Business Rules Business Rules can be associated to Processes, Flow Objects, Assets, and Business Rules (as Child Rules). Business Rules are stored and managed in the Rules Module. Under this sub-section of the General Details, Web Modelers can assign Business Rules to…
12.1.5.6 Associate Controls
12.0 Editing on the Web App » 12.1 General Edit » 12.1.5 Associations » 12.1.5.6 Associate Controls
Controls Controls are used to mitigate Risk. They can be associated to Processes or Flow Objects (Tasks, Events, and Gateways), and Performance Indicators (KCI, KPI, KRI), .Controls are created and managed within the Control module. Under this sub-section of the…
12.2.2.8.1 Tree selector – Unclassified 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 » 12.2.2.8.1 Tree selector – Unclassified Inputs and Outputs
To reach the Unclassified folder, you need to access the tree selector window, by clicking on the following button. Steps to get there are detailed in Inputs and Outputs. The Unclassified folder exists by default in the tree selector pop-up window. This…
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 …
7.3.4 Show Changes
7.0 Approvals, Confirmations and Endorsements » 7.3 Endorsement Cycle » 7.3.4 Show Changes
When you are required to act on an endorsement cycle of an object in the EPC, users have the ability to visualize the proposed changes to the objects. Using the “Show Changes” feature, your endorsers can the original object and its details, and see the…
12.2.2.1.2.17 Map Page-Break Canvas
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.1 Graph Edit Mode » 12.2.2.1.2 Graph Toolbar » 12.2.2.1.2.17 Map Page-Break Canvas
The Canvas function has been implemented to assist Web Modelers at displaying page limits on the map editing canvas and designing maps or rearranging flow objects within its page size limits. The Canvas grid feature can be accessed when Web Modelers go on Edit Mode.…
12.4.1.2 Create an Organization Unit
12.0 Editing on the Web App » 12.4 Organization Edit » 12.4.1 Create Organization Objects » 12.4.1.2 Create an Organization Unit
Organization Units represent the various branches and departments within the enterprise. Divisions within departments can be reflected by creating organization units within higher level organization units. In the context of EPC, Organization Units can be under a set,…
12.1.5.5 Associate Risks
12.0 Editing on the Web App » 12.1 General Edit » 12.1.5 Associations » 12.1.5.5 Associate Risks
Risks Risks are used to identify and evaluate Risks. They can be associated to Processes or Flow Objects (Tasks, Events, and Gateways), Rules, Performance Indicators, and Risks (as Child Risks). Risks are created and managed within the Risks module. Under this…
15.1.2 Basic Examples
15.0 EPC REST APIs » 15.1 Getting Started » 15.1.2 Basic Examples
In this example, you will see how to go through the life cycle of an EPC object. We will create, retrieve, update and delete a document set. *Prerequisite: get a valid access token 1. Create a document set To create an object in EPC using the API, you always have to…
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…
12.12.1 Create Glossary Objects
12.0 Editing on the Web App » 12.12 Glossary Edit » 12.12.1 Create Glossary Objects
Web Modelers can create new Glossary Objects on the Web App. These objects can be Glossary Sets, Glossary Folders, and Term. Web Modelers can create new Glossary objects by clicking on the button or directly through the Details Page of a Glossary Set or Glossary…
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…
12.1.4.2.2 Export Visio Content
12.0 Editing on the Web App » 12.1 General Edit » 12.1.4 Import/Export Content » 12.1.4.2 Import/Export Visio Content » 12.1.4.2.2 Export Visio Content
Follow the steps below to export data from your current EPC environment. The export wizard will create a data file with the format .vsdx. 1. From the WebApp Toolbar, select the three dots > Export 2. Select Visio (.vsdx). 3. Type in the “Selected a…
12.2.2.8.3 Tree selector – Delete Inputs and Outputs
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.8 Inputs and Outputs » 12.2.2.8.3 Tree selector – Delete Inputs and Outputs
To reach the tree selector window, you need to click on the following button. Steps to get there are detailed in Inputs and Outputs. To delete content, everything is done through right-clicking. Instructions to delete content *The delete action is available for…
12.1.2.3 Create Objects
12.0 Editing on the Web App » 12.1 General Edit » 12.1.2 Create » 12.1.2.3 Create Objects
!Due to their different nature and complexity, you can find a separate instructions section to Create Process Objects There are three ways to create objects Via the “New” button on the top-right of the EPC WebApp Via the Object Details Tab of a Parent…