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7.1.6.2 Previewing Document
7.0 Approvals, Confirmations and Endorsements » 7.1 Approval Cycle » 7.1.6 Signature Compliance » 7.1.6.2 Previewing Document
After an object has been sent for approval cycle, the information from the object is generated as a document so approvers can assess, analyze and evaluate the required changes. Approver Workflow 1. Navigate to the object in approval cycle and opens the Pending…
16.8.1 Upload a Document
16.0 Tutorial for EPC » 16.8 Upload a Document and Assign to Process » 16.8.1 Upload a Document
*For this exercise, download this Word document “Job Description Guide” on your desktop. By clicking on the link to download the Word file, the file is saved in your drive folder “Downloads.” If the file is not there, click and open the Word file, and then…
9.1.1.5 Document PDF Preview
9.0 Environment Admin » 9.1 Environment Settings » 9.1.1 General » 9.1.1.5 Document PDF Preview
The environment administrator has a dedicated section in which he can manage the ability to manually create a pdf preview for each of the supported documents in the system. 1. Click on the button to force the system generated preview for all the supported…
12.5.1.4.4.6 Document Book Tags
12.0 Editing on the Web App » 12.5 Documents Edit » 12.5.1 Create Document Objects » 12.5.1.4 Creating a Template » 12.5.1.4.4 Custom Document Tags » 12.5.1.4.4.6 Document Book Tags
Templates for Document Books follow the same general structure of the other object books. Refer to the General Tags section for general tags. This section will describe tags that are specific to documents. Tags in this section start from the root array…
12.5.1 Create Document Objects
12.0 Editing on the Web App » 12.5 Documents Edit » 12.5.1 Create Document Objects
Web Modelers can create new Document Objects on the Web App. These objects can be Document Sets, Document Folders and Documents, such as Files, File Links, and URLs. Web Modelers can create new Document objects by clicking on the button or directly through the Details…
12.5.1.4.4.11 Template Document 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 » 12.5.1.4.4.11 Template Document Tags
In addition to object information, users are able to include information on the template used to generate the document. Note that you can also print the associations of the template. Refer to the General Object Tags section – the templateDocument object contains…
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…
12.5.1.3.2 Compatible Document Types
12.0 Editing on the Web App » 12.5 Documents Edit » 12.5.1 Create Document Objects » 12.5.1.3 Create a Document » 12.5.1.3.2 Compatible Document Types
Compatible File Types for Document Upload Most file types can be uploaded into the EPC using the Document Upload feature. List of compatible document types: .docx .doc .ppt .pptx .xls .pdf .xlsx .png .jpeg .gif .mp4 .avi .html .zip The preview…
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…
12.5.4 Publish Document Objects
12.0 Editing on the Web App » 12.5 Documents Edit » 12.5.4 Publish Document Objects
Once Web Modelers finished creating Document Objects, they can publish it and allow all users with rights to view the objects. To learn how to publish objects, click here
12.5.3 Delete Document Objects
12.0 Editing on the Web App » 12.5 Documents Edit » 12.5.3 Delete Document Objects
Web Modelers can Delete Document Objects if they have Delete security permission. To learn how delete objects, click here
12.5.6 Document Objects Security
12.0 Editing on the Web App » 12.5 Documents Edit » 12.5.6 Document Objects Security
Web Modelers that are System Admins, Environment Admins, have Full Control Allow permission or have Read + Write + Delete Permission can set security permissions on Document Objects. To learn how to set security on an object, click here.
12.5.8 Merge Document Objects
12.0 Editing on the Web App » 12.5 Documents Edit » 12.5.8 Merge Document Objects
Users can merge similar objects in the EPC, allowing you to combine multiple objects into one. This action will allow you to remove duplicate items while maintaining their content and relationships in the application. This capability is typically used in some of the…
12.5.7 Move Document Objects
12.0 Editing on the Web App » 12.5 Documents Edit » 12.5.7 Move Document Objects
Users can move Documents and Document Folders within the Documents Module in the EPC. In Edit Mode, Document Folders can be moved from: Folder to Folder Folder to Set (Vice Versa) Documents can be moved from Folder to Folder To move Document Objects, navigate…
12.5.9 Generate Document Books
12.0 Editing on the Web App » 12.5 Documents Edit » 12.5.9 Generate Document Books
Your EPC now features object book generation, allowing you to leverage your EPC to dynamically create object specific reports and documents. After your editors have created and uploaded document templates you can now uses these templates for the following modules: …
12.5.1.4.4 Custom Document 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
Users can generate object books on the following EPC Objects: Process Performance (Objective, KPI, KRI, KCIs) Organization (Org Unit, Resources, Assets, Roles) Documents Risks Controls Rules Master Data High Level Tags The table below is a recap of the 6…
16.8.2 Assign Document to Process
16.0 Tutorial for EPC » 16.8 Upload a Document and Assign to Process » 16.8.2 Assign Document to Process
1. Navigate to the Details View of the “Develop Job Description” process, and click on the button to navigate to the Edit Process window. 2. Navigate to the “Which Documents are used?” section, type the name of the document you want to add, and select it to…
12.5.10 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
12.1.4.5.1.3.1 Object Details – Document
12.0 Editing on the Web App » 12.1 General Edit » 12.1.4 Import/Export Content » 12.1.4.5 Import/Export Excel Content » 12.1.4.5.1 Import Excel Content » 12.1.4.5.1.3 Excel Spreadsheet Format » 12.1.4.5.1.3.1 Object Details – Document
The object details specific to documents are (including the basic object details): Identifier: An identifier that is unique to each module. Please note that the character limit for this field is 255 characters. Name: The name of the document. Please note that the…
12.5.1.2 Create a Document Folder
12.0 Editing on the Web App » 12.5 Documents Edit » 12.5.1 Create Document Objects » 12.5.1.2 Create a Document Folder
A Document Folder contains all of the documents uploaded to the document repository. Web Modelers arrange Document Folders in a manner that is the most appropriate to the organization’s structure and use them as organization tools. Document Folders are found…
12.5.1.1 Create a Document Set
12.0 Editing on the Web App » 12.5 Documents Edit » 12.5.1 Create Document Objects » 12.5.1.1 Create a Document Set
Document Sets link and store all documents within the organization’s database. Document Sets enable Web Modelers to organize an organization’s documents in a hierarchical structure, and have a centralized repository. Web Modelers can create new Document…
12.5.2.1 Edit Document General Details
12.0 Editing on the Web App » 12.5 Documents Edit » 12.5.2 Edit Document Objects » 12.5.2.1 Edit Document General Details
The General tab contains a section for the basic information about the Document, where the document can be uploaded, as well as the Responsibilities and Associations sections. What is this Document? This table below describes the fields of this…
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…
12.5.5 Document Objects Approval Cycle
12.0 Editing on the Web App » 12.5 Documents Edit » 12.5.5 Document Objects Approval Cycle
Web Modelers can set Approval Cycles on Document Objects. To learn how to set Approval Cycles, click here
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,…
16.8 Upload a Document and Assign to Process
16.0 Tutorial for EPC » 16.8 Upload a Document and Assign to Process
Documents are uploaded from your local system to the EPC document repository. For this reason, any kind of file, file link, or URL can be added to the document repository. Files are saved in the EPC database; file links point to files in a file server, and URL links…
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…
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…
12.1.2 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…
12.1.2.3.1 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…
12.2.2.2.10.1 Associate Documents to Artifacts
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.2 Map a Process » 12.2.2.2.10 Associate Objects to Shapes » 12.2.2.2.10.1 Associate Documents to Artifacts
As process mappers and viewers, information richness improves overall understanding of the maps. One important aspect of this is visual information. For this reason, Web Modelers can add the shape of an Artifact and associate Documents to the shape to display how a…
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,…
12.1.2.1 Create Sets
12.0 Editing on the Web App » 12.1 General Edit » 12.1.2 Create » 12.1.2.1 Create Sets
To Create a New Set, please follow the instructions below: 1. Navigate to the button on the top-right of the EPC WebApp page. *Ensure you are given the permission to be a Web Modeler, the displayed content of your profile is set to Show Latest, and your editing…
12.1.2.2.2 Create Folders – Object Details Tab
12.0 Editing on the Web App » 12.1 General Edit » 12.1.2 Create » 12.1.2.2 Create Folders » 12.1.2.2.2 Create Folders – Object Details Tab
*Ensure you are given the permission to be a Web Modeler, the displayed content is set to Show Latest, and your editing tool is the Web. Create a folder from the Details tab of a Set or Folder 1. Click on the Navigation Menu Button on the top left of your screen and…
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…
7.1.6 Signature Compliance
7.0 Approvals, Confirmations and Endorsements » 7.1 Approval Cycle » 7.1.6 Signature Compliance
A signature is needed to authenticate approvals on important processes and other changes in documentation of the company, and to bind those individuals signing the object to the approval cycle. In the Signature Compliance section, you’ll find: How to enable…
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…
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…
FAQs
FAQs
Please review the following questions. A short response has been prepared on this page, with a links to sections that can provide further details provided as well. 1. Why can’t I login? There are a few reasons why users may have difficulty logging into the EPC…
12.1.2.2.1 Create Folders – New Button
12.0 Editing on the Web App » 12.1 General Edit » 12.1.2 Create » 12.1.2.2 Create Folders » 12.1.2.2.1 Create Folders – New Button
*Ensure you are given the permission to be a Web Modeler, the displayed content is set to Show Latest, and your editing tool is the Web. Create a folder from the “New” button on the top-right of the WebApp 1. Click on the Navigation Menu Button on the top…
4.9.4.2 Attributes
4.0 Navigating the Web App » 4.9 Control » 4.9.4 Details » 4.9.4.2 Attributes
Users can find a variety of information about objects within the details section. This information allows users to fully understand all information about a specific Control, Control Set or Control Folder, and provides users with a specific destination that can be used…
12.1.3.13 Object Book Generation
12.0 Editing on the Web App » 12.1 General Edit » 12.1.3 Edit Toolbar » 12.1.3.13 Object Book Generation
Your EPC now features object book generation, allowing you to leverage your EPC to dynamically create object specific reports and documents. After your editors have created and uploaded document templates you can now uses these templates for the following modules: …
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…
4.7.4.1.1.1 Download
4.0 Navigating the Web App » 4.7 Documents » 4.7.4 Details » 4.7.4.1 Navigation » 4.7.4.1.1 Toolbar » 4.7.4.1.1.1 Download
The download button allows users to quickly access files within the EPC at the touch of a button. Selecting the download button will prompt the file to be directly download onto a user’s device, which call facilitate editing and offline viewing. Downloading a…
4.7.2.2.1 Add Filter
4.0 Navigating the Web App » 4.7 Documents » 4.7.2 List » 4.7.2.2 Filtering » 4.7.2.2.1 Add Filter
You can add filters to see items and other specific documents of your choice. Type what you are looking for, select the filter in the drop-down menu, or define the range of dates. How to Add Filter 1. Navigate cursor and select the box column you wish to filter. For…
4.7.4.1.1.2 Preview
4.0 Navigating the Web App » 4.7 Documents » 4.7.4 Details » 4.7.4.1 Navigation » 4.7.4.1.1 Toolbar » 4.7.4.1.1.2 Preview
The preview function allows users to quickly view a document to assess whether or not it corresponds with the document they are searching. Preview is a useful tool and can be used when an individual is searching for a file that the user does not recognize by…
4.7.3.1.1 Navigating In Graphs
4.0 Navigating the Web App » 4.7 Documents » 4.7.3 Graph » 4.7.3.1 Graph Navigation » 4.7.3.1.1 Navigating In Graphs
Navigation within the graph section is primary controlled by the toolbar at the top of the page. The toolbar is divided into 2 sections. Section 1: items are focussed on user viewing and graph functionality. Please see the table below for a full list and…
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…
7.1.6.1 Enabling Signature Requirement
7.0 Approvals, Confirmations and Endorsements » 7.1 Approval Cycle » 7.1.6 Signature Compliance » 7.1.6.1 Enabling Signature Requirement
This functionality allows a user to enable signature requirement on the “Assign Objects Approval Cycles” window. The e-signature can be enabled in any and every module in EPC. Steps 1. Navigate to the Details page of the desired object 2. Click on…
16.8.3 EPC Home Page
16.0 Tutorial for EPC » 16.8 Upload a Document and Assign to Process » 16.8.3 EPC Home Page
The process “Develop Job Description” was sent for an Approval Cycle when you edited it and associated a Document. You received a notification letting you know you have a process to review. Let’s now see how this approval impacted your Home Page Widgets. You…
4.7.3.1.1.2 Fit Screen
4.0 Navigating the Web App » 4.7 Documents » 4.7.3 Graph » 4.7.3.1 Graph Navigation » 4.7.3.1.1 Navigating In Graphs » 4.7.3.1.1.2 Fit Screen
The fit screen function has been implemented to assist users at replacing and re-centering graphs. To use the fit screen button, please see the following instructions. 1. Navigate to a Document within the Documents Module 2. Click on the Quick Graph View icon …
10.6.2.1 Understanding Content Languages
10.0 System Admin » 10.6 Localization » 10.6.2 Apply New Languages » 10.6.2.1 Understanding Content Languages
The languages displayed control both the available content when referencing a database and the hierarchy of data query activities. Adding a content language requires the creation of new tables in MSSQL databases. These tables will feature the translated content (in…
10.7.3.2 Edit Risk Priority Language
10.0 System Admin » 10.7 Risk » 10.7.3 Risk Priority Settings » 10.7.3.2 Edit Risk Priority Language
System Admins can input Risk Settings in different content languages. If the System Admin wants to see the content information about risk settings in different languages, he needs to manually input the translation. For example, if the editing languages available are…
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…
10.7.4.2.1 Edit Risk Likelihood Language
10.0 System Admin » 10.7 Risk » 10.7.4 Risk Matrix Settings » 10.7.4.2 Edit Risk Matrix Language » 10.7.4.2.1 Edit Risk Likelihood Language
System Admins can input the Risk Likelihood in a different content language. If the System Admin wants to see the content information about risk settings in different languages, he needs to manually input the translation. For example, if the editing languages available…
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…
10.7.4.2.2 Edit Risk Impact Language
10.0 System Admin » 10.7 Risk » 10.7.4 Risk Matrix Settings » 10.7.4.2 Edit Risk Matrix Language » 10.7.4.2.2 Edit Risk Impact Language
System Admins can input the Risk Impact in a different content language. If the System Admin wants to see the content information about risk settings in different languages, he needs to manually input the translation. For example, if the editing languages available are…
4.7.4.2.5 Documents
4.0 Navigating the Web App » 4.7 Documents » 4.7.4 Details » 4.7.4.2 Attributes » 4.7.4.2.5 Documents
This section lists all documents that have tied to the item being viewed. This provides users with a list of relevant documents, as well at the ability to directly access these documents. Users are additionally provided details regarding the document type (docx, pptx,…
8.7 Signature
8.0 My Profile » 8.7 Signature
User can upload and edit their signature directly on the WebApp. A signature is used to identify the person who is a responsible to the contract and to show that the signing party has read the contents of the document, understands the contents, and consents to the…
12.1.3.3 New
12.0 Editing on the Web App » 12.1 General Edit » 12.1.3 Edit Toolbar » 12.1.3.3 New
The New button enables Web Modelers to create new objects on the EPC Web App. Web Modelers need to ensure they have the permission to be a Web Modeler, their displayed content is set to Show Latest, and their editing tool is the Web. The New button is available in…
4.7.3.1.1.3 Full Screen
4.0 Navigating the Web App » 4.7 Documents » 4.7.3 Graph » 4.7.3.1 Graph Navigation » 4.7.3.1.1 Navigating In Graphs » 4.7.3.1.1.3 Full Screen
The fit screen function has been implemented to assist users at viewing Graphs, utilizing the full screen of a user. To use the Full Screen button, please see the following instructions. 1. Navigate to a Document within the Documents Module 2. Click on the Quick…
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…
4.7.2.2 Filtering
4.0 Navigating the Web App » 4.7 Documents » 4.7.2 List » 4.7.2.2 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. You can filter the Document list by the following. Column Options Name Textual search for any existing name…
4.7.3.1.1.5 Zoom Out
4.0 Navigating the Web App » 4.7 Documents » 4.7.3 Graph » 4.7.3.1 Graph Navigation » 4.7.3.1.1 Navigating In Graphs » 4.7.3.1.1.5 Zoom Out
The zoom function has been implemented to assist users in viewing specific items within selected Documents. To use the Zoom Out button, please see the following instructions. 1. Navigate to a Document within the Documents Module 2. Click on the Quick Graph View icon …
4.7.3.1.1.4 Zoom In
4.0 Navigating the Web App » 4.7 Documents » 4.7.3 Graph » 4.7.3.1 Graph Navigation » 4.7.3.1.1 Navigating In Graphs » 4.7.3.1.1.4 Zoom In
The zoom function has been implemented to assist users in viewing specific items within selected Documents. To use the Zoom In button, please see the following instructions. 1. Navigate to a Document within the Documents Module 2. Click on the Quick Graph View icon …
12.2.2.8.2 Tree selector – Create Inputs and Ouputs
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.8 Inputs and Outputs » 12.2.2.8.2 Tree selector – Create Inputs and Ouputs
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 create new content, everything is done through right-clicking, or by using the + button. Instructions to create content *These…
4.5.4.2.4 Documents
4.0 Navigating the Web App » 4.5 Performance » 4.5.4 Details » 4.5.4.2 Attributes » 4.5.4.2.4 Documents
This section lists all documents that have tied to the item being viewed. This provides users with a list of relevant documents, as well at the ability to directly access these documents. Users are additionally provided details regarding the document type (docx, pptx,…
4.8.4.2.6 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,…
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.…
10.7.4.1.2.1 Edit Risk Impact Name
10.0 System Admin » 10.7 Risk » 10.7.4 Risk Matrix Settings » 10.7.4.1 Edit Risk Matrix » 10.7.4.1.2 Edit Risk Impact » 10.7.4.1.2.1 Edit Risk Impact Name
A Name is given by the System Admin to each Risk Impact to label them. To Edit the Risk Impact Name, please follow the next steps Navigate to the System Admin Section Select the Risk tab under the System Admin section Navigate to the Risk Matrix…
10.7.4.2.3 Edit Risk Profile Language
10.0 System Admin » 10.7 Risk » 10.7.4 Risk Matrix Settings » 10.7.4.2 Edit Risk Matrix Language » 10.7.4.2.3 Edit Risk Profile Language
System Admins can view the Risk Profile in a different content language. For example, let’s pretend the editing languages available are English and French. If the System Admin wants to see the content information about Risk Profile in a different language, he…
12.1.4.2.1 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)…
4.7.1 Module Overview
4.0 Navigating the Web App » 4.7 Documents » 4.7.1 Module Overview
Document viewing is a key function of the EPC and allows users to view all key internal documents within 1 central repository. The EPC provides 3 different dimensions, allowing users to properly view and understand documents and where they fit in the…
4.7.3.1.1.6 Options
4.0 Navigating the Web App » 4.7 Documents » 4.7.3 Graph » 4.7.3.1 Graph Navigation » 4.7.3.1.1 Navigating In Graphs » 4.7.3.1.1.6 Options
The Options 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…
4.4.4.2.5 Documents
4.0 Navigating the Web App » 4.4 Process » 4.4.4 Details » 4.4.4.2 Attributes » 4.4.4.2.5 Documents
This section lists all documents that have tied to the item being viewed. This provides users with a list of relevant documents, as well at the ability to directly access these documents. Users are additionally provided details regarding the document type (docx, pptx,…
10.7.4.1.2.2 Edit Risk Impact Description
10.0 System Admin » 10.7 Risk » 10.7.4 Risk Matrix Settings » 10.7.4.1 Edit Risk Matrix » 10.7.4.1.2 Edit Risk Impact » 10.7.4.1.2.2 Edit Risk Impact Description
A Description is given by the System Admin to each Risk Impact to explain what their label means. This enable users to better understand the Risk Impact. To Edit the Risk Impact Description, please follow the next steps Navigate to the System Admin…
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…
4.7.2.1 Sorting
4.0 Navigating the Web App » 4.7 Documents » 4.7.2 List » 4.7.2.1 Sorting
Sorting allows users to classify documents based on selected criteria. You can sort list results for any column title that is written in BLUE. The following are the fields that users can use when sorting through Documents in List View: Filter Details…
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…
12.7.2.2 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…
12.2.2.8.5 Tree selector – Plus “+” button
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.8 Inputs and Outputs » 12.2.2.8.5 Tree selector – Plus “+” button
In the tree selector, different actions can be managed through the right-click option, including the creation of new objects. But the creation can also be done through the “+” button that is located at the top right of the tree selector window. The button…
4.4.3.2.5.7.1 Critical Path
4.0 Navigating the Web App » 4.4 Process » 4.4.3 Graph » 4.4.3.2 Map Graph » 4.4.3.2.5 Map Options Customization » 4.4.3.2.5.7 Highlight » 4.4.3.2.5.7.1 Critical Path
The highlight function allows you to highlight the Critical Path, the High-Risk Path, or tasks that are Value Added. Additionally, tasks to which a resource or a role that is linked to your user account can be highlighted as well. Critical Path: The sequence of flow…
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…
4.11.4.2.4 Documents
4.0 Navigating the Web App » 4.11 Master Data » 4.11.4 Details » 4.11.4.2 Attributes » 4.11.4.2.4 Documents
This section lists all documents that have tied to the Master Data item being viewed. This provides users with a list of relevant documents, as well at the ability to directly access these documents. Users are additionally provided details regarding the document type…
4.10.4.2.6 Documents
4.0 Navigating the Web App » 4.10 Rule » 4.10.4 Details » 4.10.4.2 Attributes » 4.10.4.2.6 Documents
This section lists all documents that have tied to the Rule being viewed. This provides users with a list of relevant documents, as well at the ability to directly access these documents. Users are additionally provided details regarding the document type (docx, pptx,…
4.9.4.2.2 Documents
4.0 Navigating the Web App » 4.9 Control » 4.9.4 Details » 4.9.4.2 Attributes » 4.9.4.2.2 Documents
This section lists all documents that have tied to the Rule being viewed. This provides users with a list of relevant documents, as well at the ability to directly access these documents. Users are additionally provided details regarding the document type (docx, pptx,…
4.2.1.3 Customize Home Page Layout
4.0 Navigating the Web App » 4.2 Home » 4.2.1 Widgets » 4.2.1.3 Customize Home Page Layout
Users can customize the layout of their home page for an optimal interactive experience. Widgets can be moved in the home page, adjusted left, right or center, as well as resized to display more or fewer widgets on the user’s home page. The Customize Home Page…
10.7.4.1.1.1 Edit Risk Likelihood Name
10.0 System Admin » 10.7 Risk » 10.7.4 Risk Matrix Settings » 10.7.4.1 Edit Risk Matrix » 10.7.4.1.1 Edit Risk Likelihood » 10.7.4.1.1.1 Edit Risk Likelihood Name
A Name is given by the System Admin to each Risk Likelihood to label them. To Edit the Risk Likelihood Name, please follow the next steps Navigate to the System Admin Section Select the Risk tab under the System Admin section Navigate to the Risk Matrix…
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…
4.4.3.2.5.7.2 High Risk Path
4.0 Navigating the Web App » 4.4 Process » 4.4.3 Graph » 4.4.3.2 Map Graph » 4.4.3.2.5 Map Options Customization » 4.4.3.2.5.7 Highlight » 4.4.3.2.5.7.2 High Risk Path
The highlight function allows you to highlight the Critical Path, the High Risk Path, or tasks that are Value Added. Addtionally, tasks to which a resource or a role that is linked to your user account can be highlighted and manual vs. automated tasks can be displayed…
4.7 Documents
4.0 Navigating the Web App » 4.7 Documents
The Web App provides users with a document repository, where an organization can store all relevant documents to business activities. The Documents Module provides organizations and companies with a central location where they can search through stored documents…
10.7.4.1.1.2 Edit Risk Likelihood Description
10.0 System Admin » 10.7 Risk » 10.7.4 Risk Matrix Settings » 10.7.4.1 Edit Risk Matrix » 10.7.4.1.1 Edit Risk Likelihood » 10.7.4.1.1.2 Edit Risk Likelihood Description
A Description is given by the System Admin to each Risk Likelihood to explain what their label means. This enable users to better understand the Risk Likelihood. To Edit the Risk Likelihood Description, please follow the next steps Navigate to the System Admin…
10.2 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…
10.7.4.1.3.2 Edit Risk Profile Score
10.0 System Admin » 10.7 Risk » 10.7.4 Risk Matrix Settings » 10.7.4.1 Edit Risk Matrix » 10.7.4.1.3 Edit Risk Profile » 10.7.4.1.3.2 Edit Risk Profile Score
System Administrators are responsible to set the Score for the Risk Profile on the Risk Matrix. To Edit the Risk Profile Score, please follow the next steps Navigate to the System Admin Section Select the Risk tab under the System Admin section Navigate…
12.6.1.3.1.4 Assign Controls to Risks
12.0 Editing on the Web App » 12.6 Risk Edit » 12.6.2 Edit Risk Objects » 12.6.2.2 Risk Analysis » 12.6.1.3.1.4 Assign Controls to Risks
The Enterprise Process Center (EPC) provides users with Risk Management, Tracking, Scoring and Analysis capabilities, making the system a fully functional risk management tool. This tool allows users to create and assess Risks, as well as analyze the relationship that…
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…
10.7.4.1.3.1 Edit Risk Profile Priority
10.0 System Admin » 10.7 Risk » 10.7.4 Risk Matrix Settings » 10.7.4.1 Edit Risk Matrix » 10.7.4.1.3 Edit Risk Profile » 10.7.4.1.3.1 Edit Risk Profile Priority
System Administrators are responsible to set the Priority for the Risk Profile on the Risk Matrix. To Edit the Risk Profile Priority, please follow the next steps Navigate to the System Admin Section Select the Risk tab under the System Admin section …
4.4.3.2.5.7.3 Value Added
4.0 Navigating the Web App » 4.4 Process » 4.4.3 Graph » 4.4.3.2 Map Graph » 4.4.3.2.5 Map Options Customization » 4.4.3.2.5.7 Highlight » 4.4.3.2.5.7.3 Value Added
The highlight function allows you to highlight the Critical Path, the High Risk Path, or tasks that are Value Added. Addtionally, tasks to which a resource or a role that is linked to your user account can be highlighted and manual vs. automated tasks can be displayed…
4.4.3.2.5.7.4 My Tasks
4.0 Navigating the Web App » 4.4 Process » 4.4.3 Graph » 4.4.3.2 Map Graph » 4.4.3.2.5 Map Options Customization » 4.4.3.2.5.7 Highlight » 4.4.3.2.5.7.4 My Tasks
The highlight function allows you to highlight the Critical Path, the High Risk Path, or tasks that are Value Added. Addtionally, tasks to which a resource or a role that is linked to your user account can be highlighted as well. My Tasks [ R ]: Flow objects that are…
4.2.1.1.3 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…