The My Flow Objects Widget allows users to view any flow objects associated to the processes they are tied to within the EPC. Customizing “My Flow Objects” will allow users to view multiple different object types in one or multiple Widget windows based on personal preference.
Please follow the instructions below to customize the “My Flow Objects” Widget.
1. Upon login, you will be greeted with the following page:
2. To add widgets to your home page, navigate to the the 
button and select the widget you want to add from the Dashboard Manager
3. Once the “My Objects” Widget has been added to the Home page, select the 
icon at the top right corner of the Widget and select the 
option.
4. Click on the “Settings” option and a pop-up window will be generated as follows
5. After customizing the settings, click on the 
button to save the changes made.
My Objects Widget Settings Parameters
In the settings window, there are a number of parameters that a user can use to customize “My Flow Objects” widget and improve their Home Page.
| Item | Setting | Purpose |
|---|---|---|
| A | Name | Allow user to customize the title of the Widget. |
| B | Multilingual Names | When clicking on the icon, it allows user to customize the widget name according for each content language supported by EPC |
| C | Object Type | The primary filter of the “My Flow Objects”. Allow users to select a specific flow object type to be featured. |
| D | Categories | Allow users to filter by the assigned object categories (categories can be manually assigned in the properties of an object). |
| E | Displayed Content | Allow users to filter by Show Latest (in progress + published content will be displayed), by Published Only (only published content will be displayed) or User Profile Setting |
| F | Hide Name | Allow users to hide the display name of the widget. |
| G | Assigned to me as | Allow users to filter through their assigned Roles and Resources. |
| H | My RASCI-VS | Allow users to organize their Roles and Resources based on their level of involvement. |
| I | Filter for My Favorites | Allow users to sort specific objects by favorites vs. non-favorites. |
| J | Filter for My Subscriptions | Allow users to sort specific objects by subscribed items. |
| K | Assigned to | Allows users to filter objects that are related to other Roles, Resources, Org Units and Assets. |
| L | Assigned to as | Further criterion helping users view filter objects indirectly relating to personal Roles & Resources. Allows users to filter indirect relationships based on RASCI-VS criterion. |
A. Name: The “Name” Section will allow a user to customize the name of the Widget. To edit the “Name” section, please follow the instructions below
i. Navigate cursor over existing name box
ii. Edit name by selecting name box and typing in desired name
B. Multilingual Names: This section lets users customize their widget names to all language supported by EPC or your organization. When toggling from a language to another, the name of the widget will change. To do so, follow the instructions here.
C. Object Type: The Object Type is the primary filter when customizing the “My Flow Objects” Widget. To select objects to be featured in a Widget, use the “Object Type” field and follow the instructions below:
i. Navigate cursor over the object type task bar
ii. Click on the task bar, which will generate a drop-down menu
iii. Select/Deselect desired object(s) to be featured in Widget window by navigating cursor and clicking on respective objects. Additionally, the drop-down menu features 
and 
buttons that can be used for mass selection.
D. Categories: Objects in EPC can be assigned multiple categories, depending on business needs. Categories are used to classify objects; users might want to filter all processes and assets that are currently outsourced and belong to the IT department. In this case, the “Outsource” and “IT” categories would be used as filters. Note that since multiple categories can be assigned to a single object, users are able to select many object types. To learn more about categories, click here.
To filter flow objects by categories, follow these steps:
i. Select the Categories dropdown
ii. This will generate a dropdown list
iii. Select one or more categories to apply the filter
E. Displayed Content: Filter the widget content by Show Latest (in progress + published content will be displayed), by Published Only (only published content will be displayed) or User Profile Setting (will display according to your current display mode).
When selecting Show Latest:
When selecting Published Only:
When selecting the User Profile setting, it will populate according to the current display mode you are in. If you are in the “Latest” displayed content, your widget will show the “Show Latest” option. But if you toggle to the “Published” displayed content, your widget will show the “Published Only” option.
F. Hide Name: To hide the display name of the widget, select this option.
The widget will appear in your page without its display name.
G. Assigned me to as: Roles will be assigned to users by EPC Modelers. Individuals can be assigned one or multiple roles, depending on their versatility within an organization. The reason individuals are often assigned multiple roles that do not necessarily mirror their job contract is to effectively segregate processes while providing appropriate levels of governance.
Example: if an employee works primarily as an HR Coordinator, but also works as an Event Planner for the organization they will be assigned both positions within the EPC, regardless of the specific job title on an individual’s contract.
The drop-down list will feature all of the roles and resources that the Web App user has been assigned. As seen below, the list for this specific user is populated with 2 roles (Human Resources Director and Investment Officer) and with his specific resource profile (Marie).
Users can select one, or multiple options to better filter the information within the widget. To select these Options, please see the steps below:
i. Select the “Assigned to me as” Task bar
ii. This generate a drop-down menu
iii. Select the Role or Resource you would like to feature in the Widget by clicking on the item in the list
H. My RASCI-VS: The My RASCI-VS filter allows users to filter through their assigned roles and resources and prioritize them based on their involvement in accordance with the RASCI-VS Matrix. This filter allows users to create Widgets categorized based on their level of involvement.
R – Responsible
A – Accountable
S – Support
C – Consulted
I – Informed
V – Verified
S – Signatory
Users can select multiple different filters should a user want to include more information within the given Widget.
I. Filter for My Favorites: In order to help users prioritize information for users, a “Filter for My Favorites” section can be used. Users can select the “Filter for My Favorites” option, and Widget will feature only the specific objects that are favorited by a user.
i. To “Filter for My Favorites” , navigate cursor over the tic-box
ii. Select option by clicking on box. This will generate a green checkmark to confirm that option has been selected
J. Filter for My Subscriptions: In order to help users prioritize information for users, a “Filter for My Subscriptions” section can be used. Users can select the “Subscriptions” option, and Widget will feature only the specific objects that the user is subscribed to.
i. To “Filter for My Subscriptions” , navigate cursor over tic-box
ii. Select option by clicking on box. This will generate a green check mark to confirm that option has been selected
K. Assigned to: This filter is designed for users to view flow objects that are associated with specific Roles, Resources, Org Units and Assets. This allows users to see which objects relate to different people and roles within the organization.
Using this filter will extend the scope an individual user can have within the organization.
To use the “Assigned to” filter, please see the following steps
i. Select the “Filter Type” drop-down menu to filter by type of assignee
ii. Select the “Filter..” bar. A drop-down menu will be automatically generated with the filter you previously chose.
*If a user is unsure of specific spelling of a particular item, the user may also use the 
buttons listed above the auto-populated list. These are navigation arrows that let users sift through the different pages on search results generated.
iii. Select the desired object clicking on the desired item. Note that the confirmation of selection from an item will not appear in the drop-down menu. It will appear in the 
icon on the left hand-side of the page. To confirm that a user has selected the right object, navigate your cursors to the icon
iv. Click on the icon and it will display the selected object
L. Assigned to as: The “Assigned to as” filter is an extension of the “Assigned to” filter. It allows for further segmentation and classification of objects selected using the RASCI-VS Matrix. This allows users to view additional Objects, who/what is related to them, and how they are related.
Note that this filter is locked until a user has properly selected an object in the “Assigned to” filter.
To filter using the Assigned to as function, please see the following instructions:
i. Select Object in “Assigned to” Filter. Please see the Assigned to (G) above for further detail.
ii. After having selected a (or multiple) objects in the Assigned to section, navigate your cursor to the RASCI-VS drop down menu
iii. A dropdown menu will be generated for RASCI-VS filter selection
iv. Select appropriate RASCI-VS metrics. Note that users can select multiple RASCI-VS metrics for viewing.
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