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12.5.1.4.2 EPC Tag Structure
12.0 Editing on the Web App » 12.5 Documents Edit » 12.5.1 Create Document Objects » 12.5.1.4 Creating a Template » 12.5.1.4.2 EPC Tag Structure
Once the user has opened up a Word document, tags must be added in order for information from a process or object to appear in the document being generated. The syntax used to include the tags can be found at https://docxtemplater.com/. This section will explain how to…
12.1.4.1.1 Import EPC Content
12.0 Editing on the Web App » 12.1 General Edit » 12.1.4 Import/Export Content » 12.1.4.1 Import/Export EPC Content » 12.1.4.1.1 Import EPC Content
Follow the steps below to import data from an outside EPC environment. The format of the data file must be .epc. *NOTE: Users are now able to import from EPC, Visio and BPMN. 1. From the WebApp Toolbar, select the three dots > Import 2. Select EPC (.epc) and…
12.1.4.1.2 Export EPC Content
12.0 Editing on the Web App » 12.1 General Edit » 12.1.4 Import/Export Content » 12.1.4.1 Import/Export EPC Content » 12.1.4.1.2 Export EPC Content
Users can export their entire EPC environment or a few select objects by using EPC Export To access the export function, navigate to the system menu located on the top right corner of the EPC and click on Export: From here, you can: Export your…
15.0 EPC REST APIs
15.0 EPC REST APIs
The following documentation provides information on how to access and use the EPC API for creating automated Web services. First, you need to get started. Then, we listed use cases and full code examples for the most used and interesting APIs.
16.0 Tutorial for EPC
16.0 Tutorial for EPC
The following tutorial will take you through the basic steps in creating a simple process model using Interfacing’s Enterprise Process Center. The purpose of the tutorial is to illustrate some key modeling concepts and to show you how to properly construct a process…
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…
13.7 Export to EPC
13.0 AI Document Process Mining Parser » 13.7 Export to EPC
To Export the data to EPC, users can click on the Export button. The action is available after the first tag of the document : The export feature is simple to use and will give the possibility to the user to have more flexibility on the different export settings…
10.9.1.1 Edit EPC Menu
10.0 System Admin » 10.9 Advanced » 10.9.1 Edit Settings » 10.9.1.1 Edit EPC Menu
In the Advanced tab of the the System Admin menu, Admins are able to create & modify: Home Pages on the EPC Menu Links on the EPC Menu
10.1.3 Manage EPC Sessions
10.0 System Admin » 10.1 General » 10.1.3 Manage EPC Sessions
The Manage EPC Sessions table is featured within the General tab of the System Admin section. The Manage EPC Sessions table allows System Admins to view all sessions that are currently opened and in use. Managing EPC Sessions is used by System Admins when a…
12.1.4.1.2.1 Export EPC Environment
12.0 Editing on the Web App » 12.1 General Edit » 12.1.4 Import/Export Content » 12.1.4.1 Import/Export EPC Content » 12.1.4.1.2 Export EPC Content » 12.1.4.1.2.1 Export EPC Environment
Follow the steps below to export data from your current EPC environment. The export wizard will create a data file with the format .epc. 1. From the WebApp Toolbar, select the three dots > Export 2. Select EPC Full Environment (.epc) and click Export. 3.…
12.1.4.1.2.2 Export EPC Objects
12.0 Editing on the Web App » 12.1 General Edit » 12.1.4 Import/Export Content » 12.1.4.1 Import/Export EPC Content » 12.1.4.1.2 Export EPC Content » 12.1.4.1.2.2 Export EPC Objects
Follow the steps below to export specific EPC Objects. The export wizard will create a data file with the format .epc. 1. From the WebApp Toolbar, select the three dots > Export 2. Select EPC Single Process or Process Set (.epc) 3. Select one or more…
12.1.4.1 Import/Export EPC Content
12.0 Editing on the Web App » 12.1 General Edit » 12.1.4 Import/Export Content » 12.1.4.1 Import/Export EPC Content
Environment Administrators can import EPC data from outside environments into their own environment. They can also export their environment to EPC data files. Furthermore, EPC differentiates Environment and System UDAs during the Import or Export process. This allows…
12.1.4.1.3 Multi-Language Support in EPC
12.0 Editing on the Web App » 12.1 General Edit » 12.1.4 Import/Export Content » 12.1.4.1 Import/Export EPC Content » 12.1.4.1.3 Multi-Language Support in EPC
*NOTE: This feature requires a multilingual license. If you are using EPC version 9.7 or newer (with a multilingual license), please read the following for important import/export information. What will happen when I import a file that predates version 9.7 into an…
14.2.1 Creating an EA Solution From EPC
14.0 Middleware Bi-Directional Integration Sync Manager » 14.2 Essential Projects Two-way Integration » 14.2.1 Creating an EA Solution From EPC
If users create a process in EPC and create the relationships to that process (e.g. org unit, resource, asset, role), those objects will be created automatically within Essential Project. Furthermore, objects that are created in EAS will be created in EPC. This is how…
2.0 EPC 13.1 New Features and Functions
2.0 EPC 13.1 New Features and Functions
Check out the Release Notes specific to our new features and functions added to this version: 13.1 Release Notes – All New Features and Functions
14.1.1 Creating a Jira Epic and Story From EPC
14.0 Middleware Bi-Directional Integration Sync Manager » 14.1 Atlassian Jira Two-way Integration » 14.1.1 Creating a Jira Epic and Story From EPC
If a user updates a task in Jira (e.g. adding requirements), the information is automatically updated in the corresponding task in EPC. Similarly, when creating a Story in Jira and tagging the Item by EPC, users will find an object created in the document folder. The…
17.0 EPC Data Dictionary, ERD & Cognos Reports List
17.0 EPC Data Dictionary, ERD & Cognos Reports List
Data Dictionary The EPC Data Dictionary is used to present and define EPC metadata with descriptions, samples and links to the help manual for better understanding and use of the data. Please click the following link to download the latest data dictionary to your…
3.2 What Can I do in EPC Web App?
3.0 The Web App » 3.2 What Can I do in EPC Web App?
The Web App displays all information that aids you in completing your job. You can access everything relating to your everyday tasks, activities, roles, documents and virtually any type of information that is relevant to your job, from the most important to the least…
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…
12.13 Capability Edit
12.0 Editing on the Web App » 12.13 Capability Edit
The Capability Module is a structured viewing model, allowing users to view what the business supports and/or offers and to get better insights. The Capability Analysis helps users fully understand how to change/improve the business’ capabilities and allows…
12.4.1.8 Import Users as Resources
12.0 Editing on the Web App » 12.4 Organization Edit » 12.4.1 Create Organization Objects » 12.4.1.8 Import Users as Resources
A resource represents a physical person (Employee) that performs work and executes activities in an organization. Resources in EPC can be associated to one or multiple roles. Multiple resources can also have the same role. Web Modelers can import EPC users as…
10.11 Graph – Custom Flow Object
10.0 System Admin » 10.11 Graph – Custom Flow Object
System Admin can upload custom flowchart images for their specific system. The GRAPH tab allows System Admins to create and upload SVG images of flowcharts and provides a new level of customization to modeler in order to create BPMN 2.0 process flows. System Admins…
12.1.10 Object Description in General Details
12.0 Editing on the Web App » 12.1 General Edit » 12.1.10 Object Description in General Details
In the Description section of an EPC object, a rich text box is as the users disposition. The Object’s Description will be the first thing the user sees when clicking an EPC object, therefore, is essential to facilitate the users work efficiency. In addition, the…
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…
12.1.4 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, Visio, BPMN, Master Data (import only) and Excel content. Further explanations regarding these specific files are detailed in the following sections: 12.1.4.1 Import/Export EPC…
12.1.3.6 Security
12.0 Editing on the Web App » 12.1 General Edit » 12.1.3 Edit Toolbar » 12.1.3.6 Security
Web Modelers can access the Security button, assign and customize the security settings for EPC objects if: They are System Admins They are Environment Admins They are an user with the Full Control Allow permission They are an user with the Read + Write + Delete…
12.0 Editing on the Web App
12.0 Editing on the Web App
The Edit functionality allows Web Modelers, with right and access, to map processes, and to create and edit objects on the Web App. Editing on the Web App includes a section about the general editing on the Web App, as well as a section to edit each module of the…
12.1.3.12.8.1 Simulation Parameters
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 Simulation » 12.1.3.12.8.1 Simulation Parameters
EPC’s simulation tool uses the BPMN 2.0 notation model (from your mapped processes) and your desired scenarios to be able to run a simulation. In your scenarios, you will need to determine: The total number of process instances and the % to leave out of…
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 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…
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…
12.1.4.3.2 Export BPMN Content
12.0 Editing on the Web App » 12.1 General Edit » 12.1.4 Import/Export Content » 12.1.4.3 Import/Export BPMN Content » 12.1.4.3.2 Export BPMN Content
Users can export EPC processes to .bpmn format. This export capability allows users to select individual processes and export them for viewing in alternative BPMN platforms. To export a BPMN Content: 1) Select ellipsis in the upper right corner of the EPC Web App …
4.15.4.1.1 Link-to-Object
4.0 Navigating the Web App » 4.15 Glossary » 4.15.4 Attributes » 4.15.4.1 Description » 4.15.4.1.1 Link-to-Object
The link to object feature provides tool-tip pop-up definitions to objects found in texts in all of EPC. When editing a text, a user can simply link a text to an object that can be found in the EPC to provide further details or insights on its meaning, its relation to…
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…
12.1.4.5.1 Import Excel Content
12.0 Editing on the Web App » 12.1 General Edit » 12.1.4 Import/Export Content » 12.1.4.5 Import/Export Excel Content » 12.1.4.5.1 Import Excel Content
Environment Admins can import content into the EPC from an Excel spreadsheet. This feature is useful to quickly create or override EPC content coming from an older version supporting the Modeler (versions 11.2 and older) or to quickly insert new content into an EPC…
12.1.5 Associations
12.0 Editing on the Web App » 12.1 General Edit » 12.1.5 Associations
Web Modelers can associate different EPC objects to another EPC object. To Associate, Web Modelers need to navigate to the Edit button in the Details tab of the object to access the Edit Details window. The Association section will cover the different objects that…
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…
12.6.2.2 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 Create Process Objects
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.1 Create Process Objects
EPC Modelers can create new Process Objects within the Web App by clicking on the icon or directly through the Details page of a Process Set or Process. EPC Modelers are able to: Create Process Set Create Process: New Button Create Process: Tree Create Process:…
12.1.9.8.9 Mass Edit
12.0 Editing on the Web App » 12.1 General Edit » 12.1.9 List View » 12.1.9.8 Mass Editing » 12.1.9.8.9 Mass Edit
Mass-Edit features allow the user to edit multiple/bulk objects in EPC, from the multi-selection menu in the list view. The mass Edit features such as Control, Rule, Document, Risk. These can be accessed through the list view of all modules. Mass Edit…
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: …
12.6.1.3.1.3 Edit Residual Risk
12.0 Editing on the Web App » 12.6 Risk Edit » 12.6.2 Edit Risk Objects » 12.6.2.2 Risk Analysis » 12.6.1.3.1.3 Edit Residual Risk
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…
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…
12.1.4.2.2 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…
12.2.1.4 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…
12.1.4.4 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…
12.1.5.5.1 Associate Risks to Processes
12.0 Editing on the Web App » 12.1 General Edit » 12.1.5 Associations » 12.1.5.5 Associate Risks » 12.1.5.5.1 Associate Risks to Processes
The EPC provides enhanced Risk Association capabilities on processes. Users can associate risks, view the risk assessment, and manipulate risk scores based on circumstances. Similar risks can present themselves differently in different processes. Whether a risk is…
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.…
12.6.2.2.1 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…
12.6.2.3 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…
12.8.1.3 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…
12.1.4.5.1.3 Excel Spreadsheet Format
12.0 Editing on the Web App » 12.1 General Edit » 12.1.4 Import/Export Content » 12.1.4.5 Import/Export Excel Content » 12.1.4.5.1 Import Excel Content » 12.1.4.5.1.3 Excel Spreadsheet Format
In order to succesfully import data in an Excel spreadsheet to the EPC, it is recommended to follow a specific format if you are creating an excel spreadsheet *NOTE: If you are exporting an Excel file from the Modeler (versions 11.2 and older of EPC), you do not need…
12.5.1.4 Creating a Template
12.0 Editing on the Web App » 12.5 Documents Edit » 12.5.1 Create Document Objects » 12.5.1.4 Creating a Template
Users are able to create their own customizable templates to use when generating Process Books, Object Books or Standard Operating Procedures. This allows them to only include information they need and to adapt various templates to different formats and purposes. The…
12.1.4.5.2 Export Excel Content
12.0 Editing on the Web App » 12.1 General Edit » 12.1.4 Import/Export Content » 12.1.4.5 Import/Export Excel Content » 12.1.4.5.2 Export Excel Content
Environment Admins can export EPC content into an Excel spreadsheet. This feature is useful to quickly create an Excel Document containing the EPC content selected by the Admin. To export an Excel file, follow the steps below: 1. Within the EPC menu (located on the…
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…
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…
12.1.3.12.8 Simulation
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 Simulation
An EPC Process Graph & a Scenario is all you need to start a Simulation EPC delivers high performance business process simulations. It only takes a few seconds, using thousands of process instances to conduct a simulation. The simulation will provide you with the Key…
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…
4.12.6 Improvement Request
4.0 Navigating the Web App » 4.12 Collaboration » 4.12.6 Improvement Request
Improvement requests allow end users to propose item and process improvements within the EPC Web App. Through the Collaboration Module, users can propose Association Changes, Description Changes, Editorial Changes and, Process Map Changes. Improvement Requests are a…
12.4.2.4 Edit Resource General Details
12.0 Editing on the Web App » 12.4 Organization Edit » 12.4.2 Edit Organization Objects » 12.4.2.4 Edit Resource General Details
The General tab contains a section for the basic information about the Resource, as well as the Responsibilities and Associations sections. What is this Resource? This table below describes the fields of this section. Field Description User…
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…
12.8.11 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…
12.13.1.2 Create a Capability
12.0 Editing on the Web App » 12.13 Capability Edit » 12.13.1 Create Capability Objects » 12.13.1.2 Create a Capability
A Capability is an EPC object that represents what the business supports and/or offers. It provides insights about the Business Value, Technical Health, Importance to Strategy and Competitive Positioning of the business product, service, etc. With the SWOT Analysis,…
12.12 Glossary Edit
12.0 Editing on the Web App » 12.12 Glossary Edit
The Glossary Module is a terminology module for an organization’s entire EPC server. Its purpose is to allow organizations to set company-wide definitions or acronyms to simplify end-user understanding. Similar to a dictionary, this module gathers a company’s most…
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…
12.7.2.2 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…
12.5.1.4.7 Custom Object Book Templates
12.0 Editing on the Web App » 12.5 Documents Edit » 12.5.1 Create Document Objects » 12.5.1.4 Creating a Template » 12.5.1.4.7 Custom Object Book Templates
To create a custom template for your organization’s object books, refer to these topics: Where to create a template and how to upload it to EPC Template syntax information Tags that can be added to your object book Tag structure How to create a cover…
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,…
12.1.2.3.1 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…
12.13.11 Generate Capability Books
12.0 Editing on the Web App » 12.13 Capability Edit » 12.13.11 Generate Capability 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 book generation. …
12.9.9 Generate Master Data Books
12.0 Editing on the Web App » 12.9 Master Data Edit » 12.9.9 Generate Master Data 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: …
12.4.9 Generate Organization Books
12.0 Editing on the Web App » 12.4 Organization Edit » 12.4.9 Generate Organization 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: …
12.5.9 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: …
12.3.9 Generate Performance Books
12.0 Editing on the Web App » 12.3 Performance Edit » 12.3.9 Generate Performance 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: …
12.6.9 Generate Risk Book
12.0 Editing on the Web App » 12.6 Risk Edit » 12.6.9 Generate Risk Book
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: …
12.7.9 Generate Control Books
12.0 Editing on the Web App » 12.7 Control Edit » 12.7.9 Generate Control 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: …
12.8.9 Generate Rule Books
12.0 Editing on the Web App » 12.8 Rule Edit » 12.8.9 Generate Rule 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: …
10.8.4.1 Add System Attribute
10.0 System Admin » 10.8 Attributes » 10.8.4 System Attributes » 10.8.4.1 Add System Attribute
System Attributes are attributes that are available to users in all of your EPC system, no matter which environment the user is in (if your organization has more than one environment). Adding attributes specific to an environment is also available, click here to learn…
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…
12.1.5.2 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…
12.4.2.3 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…
12.13.2.2 Edit Capability Properties Details
12.0 Editing on the Web App » 12.13 Capability Edit » 12.13.2 Edit Capability Objects » 12.13.2.2 Edit Capability 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…
12.1.3.4 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…
12.1.3.10 Publish
12.0 Editing on the Web App » 12.1 General Edit » 12.1.3 Edit Toolbar » 12.1.3.10 Publish
The Publish button enables Web Modelers to publish objects on the EPC Web App. Web Modelers can publish all objects in the EPC. Publishing allows all EPC users within the environment to view the object. Web Modelers need to ensure they have the permission to be a Web…
12.3.2.1 Edit Objective General Details
12.0 Editing on the Web App » 12.3 Performance Edit » 12.3.2 Edit Performance Objects » 12.3.2.1 Edit Objective General Details
The General tab contains the basic information about the Objective as well as the Responsibilities and Associations sections. What is this Objective? This table below describes the fields of this section. Field Description Name The…
12.11 Governance Edit
12.0 Editing on the Web App » 12.11 Governance Edit
The Governance Module is a centralized place to edit and analyze different elements that are directly related to the processes. This module regroups a lot of information, and allows process owners to have better control, and to add real-time data to their processes. To…
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…
12.10.1 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,…
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…
12.1.2.1 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…
12.1.4.2.1 Import Visio Content
12.0 Editing on the Web App » 12.1 General Edit » 12.1.4 Import/Export Content » 12.1.4.2 Import/Export Visio Content » 12.1.4.2.1 Import Visio Content
Follow the steps below to import data from an outside EPC environment. The format of the data file must be .vsdx. *NOTE: Users are now able to import from EPC, Visio and BPMN. 1. From the WebApp Toolbar, select the three dots > Import 2. Select Visio (.vsdx)…
12.9.1.3 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…
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…
12.8 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…
12.6 Risk Edit
12.0 Editing on the Web App » 12.6 Risk Edit
Risks of all levels can be documented, organized into library structures and communicated to stakeholders via the Web App. The EPC allows users to manage the risks that affect and influence the organization, as well as to identify, monitor, and measure them. Users…
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…
12.3.2.2 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…
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…