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12.11.3.1 Process Analysis
12.0 Editing on the Web App » 12.11 Governance Edit » 12.11.3 Analysis Tab » 12.11.3.1 Process Analysis
The Process Analysis Report is a Microsoft Excel (.xlsx) report dynamically generated based on the Process Analysis data for all Flow Objects within a process. The report produces 3 sheets within the file, one for general analysis, one for the Critical Path, and one…
4.13.3.1 Process Analysis Workbooks
4.0 Navigating the Web App » 4.13 Governance » 4.13.3 Analysis » 4.13.3.1 Process Analysis Workbooks
To be able to understand current process status and to continuously progress, it is important to know in depth the processes and the objects directly connected to them. From the Analysis Tab, you can generate Process Analysis Workbooks for each object’s parent in…
12.11.3.1.1 General Process Analysis Report
12.0 Editing on the Web App » 12.11 Governance Edit » 12.11.3 Analysis Tab » 12.11.3.1 Process Analysis » 12.11.3.1.1 General Process Analysis Report
Users can generate General Process Analysis Reports, generating an Excel (.xlsx) report with detailed information about Critical Paths, Hight Risk Paths, and detailed timelines. Users have 2 ways of generating these reports: 1 In the Governance Module a) Navigate to…
4.17.4.2.8 Analysis
4.0 Navigating the Web App » 4.17 Capability » 4.17.4 Details » 4.17.4.2 Attributes » 4.17.4.2.8 Analysis
The Analysis section provides information that better allows users to analyze items and related key details This section contains: Status Business Value Technical Health Importance to Strategy Competitive Positioning SWOT Analysis Maturity The section is…
4.13.3 Analysis
4.0 Navigating the Web App » 4.13 Governance » 4.13.3 Analysis
The Analysis tab allows users to view critical process information, facilitating understanding, decision making, and process optimization. Users can view process information in List Mode Process Analysis Workbooks Users can view the following information in List…
4.4 Process
4.0 Navigating the Web App » 4.4 Process
The Web App allows users to view their business processes in a customizable and color coded environment. Process viewing is the primary function of the Web App in the EPC. The Web App allows users to view, monitor, and optimize business processes. The EPC provides 3…
12.11.3 Analysis Tab
12.0 Editing on the Web App » 12.11 Governance Edit » 12.11.3 Analysis Tab
From the Analysis tab of Governance, you can edit, analyse all Process Analysis information. From here, you can also produce a Process Analysis report dynamically generated from the existing Process Analysis information. What EPC objects have Process Analysis…
12.1.3.12.2 Analysis Report
12.0 Editing on the Web App » 12.1 General Edit » 12.1.3 Edit Toolbar » 12.1.3.12 Tools » 12.1.3.12.2 Analysis Report
Users can generate Customized Process Analysis Reports, featuring information about specific sub-processes or flow shapes they choose to select. These customized reports allow users to generate specific Process Analysis Workbooks, exclusively featuring information…
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…
12.2.2.2.13.1 Assign Existing Process (Process Shortcut)
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.2 Map a Process » 12.2.2.2.13 Assign Existing Object (Shortcut) » 12.2.2.2.13.1 Assign Existing Process (Process Shortcut)
If a process has been defined in an environment, modelers have the option to re-use the process by creating a shortcut. Process shortcuts are useful if a process is repeated multiple times in other processes; the modeler does not have to create the same process for…
16.2.2 Process Structure
16.0 Tutorial for EPC » 16.2 Build a Business Process » 16.2.2 Process Structure
Processes are stored within Process Sets. Process sets are the top-level folders that help to organize related processes by business area, ownership, or any other relevant criteria. Processes can also be under another process as a sub-process; these are arranged in a…
1.1 Process Viewing
1.0 Enterprise Process Center » 1.1 Process Viewing
Accessed initially as a list view, the EPC Web App allows users to view their business processes in a customizable and color coded environments. These views have various view-specific options that the user can define to display the process in a way that best suits…
12.2.7 Process Security
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.7 Process 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 Process Objects. To learn how to set security on an object, click here.
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…
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…
4.4.3.1.1.12 Process Synchronization
4.0 Navigating the Web App » 4.4 Process » 4.4.3 Graph » 4.4.3.1 Graph Navigation » 4.4.3.1.1 Navigating in Graphs » 4.4.3.1.1.12 Process Synchronization
Process Synchronization allows your global users to easily and seamlessly collaborate within the application. By using the Synchronize feature, your users can visualize and walkthrough processes together, viewing the content they need to understand their processes.…
12.13.2.3 Edit Capability Analysis Details
12.0 Editing on the Web App » 12.13 Capability Edit » 12.13.2 Edit Capability Objects » 12.13.2.3 Edit Capability Analysis Details
The Analysis tab allows users to view critical process information, facilitating understanding, decision making, and optimization. Users can give a value of the capability in Business Value, Technical Health and Importance to Strategy. Also, editing the value of…
16.2.3 Map Sub-Process
16.0 Tutorial for EPC » 16.2 Build a Business Process » 16.2.3 Map Sub-Process
Let’s now map the process “Select Candidates.” It is important to mention to constantly save your process map using the button available on the toolbar. This enables you to limit the risks of losing your work 1. Select the sub-process “Select…
16.5 Publish the Process
16.0 Tutorial for EPC » 16.5 Publish the Process
Now the process “Recruit to Hire” is populated with two sub-processes. We imported a Visio file, we mapped the sub-process “Select Candidates,” assigned a responsible role to a task, we edited the BPMN Properties, we created an IPL between the two…
9.1.7 Process display preference
9.0 Environment Admin » 9.1 Environment Settings » 9.1.7 Process display preference
The “Default Process Display Preference” field’s purpose is to allow an authorized user to choose the default process setting for any new process set and per environment. Rules By default, every new environment Process display preference will…
1.0 Enterprise Process Center
1.0 Enterprise Process Center
Enterprise Process Center (EPC) helps companies gain a 360 degree blueprint of the organization in support of complex improvement, compliance and transformation initiatives. The EPC goes beyond process mapping & analysis, it covers the full spectrum of lifecycle…
12.2.2.7.2 Edit Process Details
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.7 Edit Details » 12.2.2.7.2 Edit Process Details
Web Modelers can edit the Details of a process while mapping the process in Graph Edit Mode. To Edit the Details of a Process, please follow the instructions. *Ensure you are given the permission to be a Web Modeler, the displayed content is set to Show Latest, and…
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…
12.2.8 Move Process Objects
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.8 Move Process Objects
Users can move Processes within the Process Module, facilitating updates, changes and minimizing any unnecessary work repetition. In Edit Mode, processes can be moved from: Sub-Process to Sub-Process Sub-Process to Process Set (or vice versa) Process Set to…
12.2.4 Delete Process Objects
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.4 Delete Process Objects
While Web Modelers use the Edit option to map their processes on the EPC Webapp, they can also delete the objects they no longer want. These objects can be shapes, items and flows within process maps. *Only users given the permission to be Web Modelers and the Delete…
12.2.5 Publish Process Objects
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.5 Publish Process Objects
Once Web Modelers finished creating Process objects and mapping Processes, they can publish it and allow all users with rights to view the process. To learn how to publish objects, click here
12.2.6 Process Approval Cycle
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.6 Process Approval Cycle
Web Modelers can set Approval Cycles on Process Objects. To learn how to set Approval Cycles, click here
12.2.2.2 Map a Process
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.2 Map a Process
Web Modelers can directly map processes on the Web App. The Shape Menu is available in the Full Screen Edit Mode, these shapes are used to map the organization’s processes. The EPC supports the BPMN 2.0 as its standardized modelling notation to graphically…
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:…
12.2.2 Edit Process Graph
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph
Web Modelers can map Processes on the Web App. They need to navigate to the Graph tab of the process and then click on the Edit button. They will be redirected to the Full Screen Edit Mode where they can map business processes using shapes. Only users with the Web…
4.4.3.2.4 Process Preference View
4.0 Navigating the Web App » 4.4 Process » 4.4.3 Graph » 4.4.3.2 Map Graph » 4.4.3.2.4 Process Preference View
The Process Preference View is based on the preferred view for each specific process. Each process has its individual properties, like name, process description, sequence number, etc. Similarly, each process also has its own BPMN properties. Process modelers are able…
12.5.1.4.4.2 Process 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 » 12.5.1.4.4.2 Process Book Tags
The following tags belong to the “object” object, and must be written inside a section for “object” (See the first section (Object) of General Object Tags) *Remember that you must write all tags within a higher level tag(s):…
12.2.2.12 Edit Analysis From Graph Edit
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.12 Edit Analysis From Graph Edit
Modelers can directly Edit the Analysis data from Graph Edit mode. To access Edit analysis from graph edit, please follow the steps below: 1. Navigate to the Graph page or the desired process, and click on the edit button 2. The user will be on the Edit Process…
12.2.9 Generating a Process Book
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.9 Generating a Process Book
After creating and uploading custom templates, users are able to generate a process book based on the template they have selected. The template will be populated based on the process the user generates the process book on. The process book will then be downloaded on…
16.2 Build a Business Process
16.0 Tutorial for EPC » 16.2 Build a Business Process
These exercises will walk you through the steps needed to create a functional process map on the EPC Web App. You can directly map a process using BPMN shapes on the Web App, and you can also import a process created on Visio. Mapping processes will provide you with…
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…
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…
12.2.10 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
12.1.4.5.1.3.3 Object Details – Process
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 » 12.1.4.5.1.3.3 Object Details – Process
The object details specific to process are (including the basic object details): Name: The given name of the process. Note that there is a 450 character limit. Identifier: The unique identifier of the process. Note that there is a 36 character limit. Type: The…
12.1.1.4.1 Lock – Process Editing
12.0 Editing on the Web App » 12.1 General Edit » 12.1.1 WebApp Editing Rules » 12.1.1.4 Edit Lock » 12.1.1.4.1 Lock – Process Editing
In terms of editing, the Process Module is a bit different from all other modules: users can edit content from the Graph page and from the Details page. By clicking on any “Edit” button, a user locks the object in both the Graph and the Details page for…
12.2.3.1 Edit Process General Details
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.3 Edit Process Objects » 12.2.3.1 Edit Process General Details
The General tab contains a section for the basic information about a process, as well as the Responsibilities and Associations sections. What is this Process? This table below describes the fields of this section. Field Description Parent…
9.2.2 Process Map Graph Options
9.0 Environment Admin » 9.2 Environment Defaults » 9.2.2 Process Map Graph Options
Environment Admins have the ability to set the Process Map Graph default layouts. Selecting the default layout will allow environment admins to control the initial setting of Process Map Graph viewers. Setting the optimal Process Map Graph layout settings will provide…
12.2.2.2.7 Move a Process Map
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.2 Map a Process » 12.2.2.2.7 Move a Process Map
Web Modelers can move a process to create more space on the mapping canvas. This function is mostly used when Web Modelers are mapping large processes and need to drag the entire process map to navigate through it. To Move a Process Map, please follow the…
12.2.1.1 Create a Process Set
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.1 Create Process Objects » 12.2.1.1 Create a Process Set
Process Sets contain groups of related processes arranged in a hierarchical structure. Process sets enable EPC Modelers to organize an organization’s processes to simplify navigation. EPC Modelers can create new Process Sets on the WebApp. To Create a New…
16.2.1 Import a Process from Visio
16.0 Tutorial for EPC » 16.2 Build a Business Process » 16.2.1 Import a Process from Visio
Let’s start importing a process mapped on Visio. Download this file Visio Process – EPC Tutorial created by Interfacing Technologies for this product trial. This process is named “Recruit to Hire” and includes two sub-processes: “Develop Job Description”…
12.2.1.3 Create a Process – Tree
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.1 Create Process Objects » 12.2.1.3 Create a Process – Tree
Web Modelers can create, edit and delete Processes quickly by right clicking on the process in the hierarchy tree. 1. Click on the Navigation Menu Button on the top left of your screen and navigate to the Process Module. *Ensure you are given the permission to be a…
13.0 AI Document Process Mining Parser
13.0 AI Document Process Mining Parser
The new Parser Application will allow users to upload a document and to break it into EPC objects that are ready to be exported to the EPC WebApp. The goal is to simplify the conversion from text format to EPC objects and to improve the quality of the exported EPC…
12.2.3.2 Edit Process Objects Properties Details
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.3 Edit Process Objects » 12.2.3.2 Edit Process Objects Properties Details
The Properties tab for Processses contains sections for the BPMN Properties, the type, the categories applicable and the attributes. The Properties tab for Flow Objects contains sections for the categories applicable and the attributes. What are the BPMN…
12.2.3.3 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:…
12.2.2.2.8.2 Auto-Layout Process and 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 » 12.2.2.2.8.2 Auto-Layout Process and Flows
Users can re-organize their processes using the Auto-Layout feature available within Process Maps. Users can re-organize their maps by clicking on: The auto-layout feature will re-organize process maps using EPC’s algorithm and logic, automatically cleaning…
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 …
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…
12.2.1.4 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…
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…
12.11 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…
12.1.3.12 Tools
12.0 Editing on the Web App » 12.1 General Edit » 12.1.3 Edit Toolbar » 12.1.3.12 Tools
The tools menu contain additional functionalities for all EPC objects: Audit Trail The following features are only available in the process module Localization Analysis Report Compare Versions
4.13 Governance
4.0 Navigating the Web App » 4.13 Governance
Governance and oversight is a crucial factor in Business Process Management and Business Process Optimization. Governance provides individuals with the ability to oversee processes, analyze and assess their effectiveness at their current state, while planning for…
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…
12.2.2.11 Swimlane
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.11 Swimlane
With the map process setting set to Swimlane, Web Modelers can directly map a processes within lanes and pools. The way to map a process is slightly different than when to map in graph view. How to map a process: Map a process In this section, you’ll…
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…
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…
12.1.1.4 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…
12.1.3.12.8 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…
12.1.3.12.8.1 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…
12.1.11 Right Click Actions
12.0 Editing on the Web App » 12.1 General Edit » 12.1.11 Right Click Actions
Modelers have the option to create objects, edit, copy, move, delete, edit the security by just right clicking on an object, a folder or a set in the tree of a module. This substantially reduces the quantity of time needed for a modeler to make changes within the tree…
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: …
12.1.8 Tree Selector (Editing)
12.0 Editing on the Web App » 12.1 General Edit » 12.1.8 Tree Selector (Editing)
Editing or creating content is something that is usually done in the module of the object we want to edit or create. But sometimes, as edit forms are completed, the need to edit to edit or create the content of an association can happen. To avoid having to navigate to…
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…
12.13.2 Edit Capability Objects
12.0 Editing on the Web App » 12.13 Capability Edit » 12.13.2 Edit Capability Objects
Web Modelers can edit the Details of Capability objects. They need to navigate to the Edit button of the Capability object to access the Edit Details window. The Edit Details window has three tabs: General, Properties and Analysis. Under each tab there are different…
12.2.2.2.10.2 Associate Assets to Data Stores
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 » 12.2.2.2.10.2 Associate Assets to Data Stores
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 a Data Store and associate an Asset to the shape to display the…
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…
12.2.2.11.2 New lane added automatically
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.11 Swimlane » 12.2.2.11.2 New lane added automatically
In swimlane, there is four ways that a lane is added automatically: 1. When an object does not have an “R” assign to it, then it’s automatically move to a new lane label “None”; !Users can move Assets and Artifacts anywhere in the map, independently of…
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…
12.2.2.11.3 Rules of the RASCI “R”
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.11 Swimlane » 12.2.2.11.3 Rules of the RASCI “R”
Changing objects from one lane to another If another RASCI is added after the “R” and I change this object to another lane, this object keeps the other type of RASCI as is but the type “R” will change to be the same as the new lane. No matter how many times…
4.0 Navigating the Web App
4.0 Navigating the Web App
Understanding how to navigate the App will optimize user experience. Outlined below is key information pertaining to various functions and actions that users will face within the EPC Web App. Below is listed the following features that will be covered in the…
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…
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…
12.1.3.12.4.1.1 Enabling the Synchronization
12.0 Editing on the Web App » 12.1 General Edit » 12.1.3 Edit Toolbar » 12.1.3.12 Tools » 12.1.3.12.4 Localization » 12.1.3.12.4.1 Synchronization of Changes from Global to Local » 12.1.3.12.4.1.1 Enabling the Synchronization
Users can enable the sync in one click. First, make sure that the process is already localized, to learn how to localize a process, click here. 1. Navigate to the desired Source process. 2. Click on the “Sync to local” box. The Source process will…
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…
12.1.3.12.4 Localization
12.0 Editing on the Web App » 12.1 General Edit » 12.1.3 Edit Toolbar » 12.1.3.12 Tools » 12.1.3.12.4 Localization
Localization refers to the practice of adjusting a process’ properties and characteristics to accommodate differences in location, product or service. The EPC allows users to create local copies of a process, and designate those copies by location or product 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…
12.1.3.4 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…
12.1.2 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…
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…
12.1.4.3.1 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…
12.5.1.3.3 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…
12.1.4.2.2 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…
12.2.2.7.1 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…
12.1.4.3.2 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 …
12.2.3.3.1 Edit Flow Object General Details
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.3 Edit Process Objects » 12.2.3.3 Edit Process Flow Objects Details » 12.2.3.3.1 Edit Flow Object General Details
The General tab contains a section for the basic information about the Flow Object, as well as the Responsibilities and Associations sections. Web Modelers can access the Edit Details window for a Flow Object through: The Edit button on the Flow Object’s…
12.1.3 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…
12.1.3.12.3 Compare Versions
12.0 Editing on the Web App » 12.1 General Edit » 12.1.3 Edit Toolbar » 12.1.3.12 Tools » 12.1.3.12.3 Compare Versions
Over time, a company’s processes or rules can change significantly. Referring a previous version of a this object allows an user to see what has been improved, or conversely, if the new process or rule is more ineffective than the previous. The EPC allows users…
12.2.2.1.1 Edit Button for Graph
12.0 Editing on the Web App » 12.2 Process Edit » 12.2.2 Edit Process Graph » 12.2.2.1 Graph Edit Mode » 12.2.2.1.1 Edit Button for Graph
The Edit Button is the function allowing Web Modelers to edit a graph. Only Web Modelers will be able to see this button on the toolbar. When clicking on this button, Web Modelers will go on Edit Mode and be redirected to the Full Screen Edit Mode where they can map…
12.2.2.1.2.10 Save & Close
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 » 12.2.2.1.2.10 Save & Close
The Save & Close function allows Web Modelers to save the process mapped and leave the Full Screen Edit Mode window. The Save & Close button can be accessed when Web Modelers go on Edit Mode. The Save button is located on the toolbar at the top-left of the Edit…
12.5.1.3.1 Uploading Multiple Documents (Mass Upload)
12.0 Editing on the Web App » 12.5 Documents Edit » 12.5.1 Create Document Objects » 12.5.1.3 Create a Document » 12.5.1.3.1 Uploading Multiple Documents (Mass Upload)
Uploading and creating new documents is faster with the mass document upload feature. By only clicking one button, users can upload several documents at once. Users can take advantage of this feature two ways: 1. Right-clicking on a document folder 1. Navigate 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…
12.1.2.3 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…
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…
12.1.3.12.4.1 Synchronization of Changes from Global to Local
12.0 Editing on the Web App » 12.1 General Edit » 12.1.3 Edit Toolbar » 12.1.3.12 Tools » 12.1.3.12.4 Localization » 12.1.3.12.4.1 Synchronization of Changes from Global to Local
Localization has become a complex business need for organizations that operate in several countries, sites or subsidiaries and that have different machinery, departments, software products and much more. But, too much time and effort is spent tracking new…
12.2.2.1.2.9 Save
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 » 12.2.2.1.2.9 Save
The Save function allows Web Modelers to save the process mapped and keep working on the it. This enables users to save the process and limit the risks of losing their work. The Save button can be accessed when Web Modelers go on Edit Mode. The Save button is located…