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 to modify the excel spreadsheet.

To facilitate ease of use and organization, each EPC object is separated by sheet. Each of these sheets is composed of three sections (all sections are on one row). The images in this section are taken from an Excel file with Process information and its associations.

1. Object Details
2. RASCI-VS and/or CRUD associations
3. Associated objects

Object Details

The object details describe the basic attributes of the object. The number of attributes may vary depending on the object, but all object have a minimum of 5 attributes. These are:

• Identifier: The unique identifier of the object
• Name: The name of the object
• Type: The type of the object. You can find type next to the identifier in EPC.
• Category: The category of the object. you can find the category below the identifier in EPC
• Description: The description of the object

This section of the Excel spreadsheet should look like the image below:

Some EPC Objects have specific attributes that are not found in other objects. These objects are:

• Documents
• Controls
• Process
• Flow Object
• Risks
  

All other objects (entities, attributes, indicators, objectives, assets, roles and org units) only have the basic 5 object detail attributes outlined in this section.

RASCI-VS Associations

The three objects in EPC that can be imported and assigned a RASCI-VS value are

• Roles
• Assets
• Organization Units

*Multiple associations can be listed in each cell of the RASCI-VS association column separated by a pipe “|”.

The format of the association should be as following: Name (R,A,Su,C,I,V,Si) [Identifier], where

• Name: The name of the associated roles, asset or organizational unit
• (R,A,Su,C,I,V,Si): The RASCI-VS value of the associated object. Multiple assignment is denoted by a comma.
• Identifier: The unique identifier of the associated object.

This section of the Excel spreadsheet should look like the image below:

CRUD Associations

There are 3 CRUD associations that can be imported using Excel:

• Roles
• Entities
• Attributes

*Multiple associations can be listed within each cell of the CRUD association columns by separating them with a pipe “|”.

The CRUD association format should as follows: Name (C,R,U,D) [Identifier], where:

• Name: The name of the role, entity or attribute that is associated
• C,R,U,D: The access rights of the object. Multiple assignment is denoted by a comma.
• Identifier: The unique identifier of the associated object.

This section of the Excel spreadsheet should look like the image below:

Associated Objects

The associations to an object can be listed within the cells of the associated object columns. The number of columns is dependent on the type of object.

The format for the associated object is as follows: Name [Identifier] where:

• Name: Name of the object that is associated
• Identifier: Identifier of the associated object

NOTE: Multiple associated objects can be listed within each cell by separating them with a pipe “|”

This section of the Excel spreadsheet should look like the image below: