On-the-fly Content Management with Tree Selectors
In the dynamic environment of content management within EPC, there’s often a need for quick and efficient creation or modification of content associations. Enter the tree selector—an intuitive tool designed to empower users to accomplish these tasks seamlessly, eliminating the need for navigating through multiple modules.
Accessing the Tree Selector Window
You can access the tree selector window directly from various sections in the Create or Edit forms (even in the Diagram Editor). Here’s where you can find it:
| Section | Objects |
|---|---|
| What are the Responsibilities? | All except for Org Units, Roles, Resources and Inputs/Outputs |
| Which Documents are used? | All except for Objectives |
| How is Performance measured? | Process |
| Which Business Rules are applicable? | Process, Assets, Attributes, Entities, Rules |
| Which Risks are applicable? | Process, KPI, KRI, KCI, Rule |
| What are the Child Risks? | Risks |
| What is the Risk Analysis? | Risks |
| Which Controls are applicable? | Process, Risks, KPI, KRI, KCI |
| Which Master Data are used? | Process |
| What are the Permissions? | Attributes, Entities |
Assignment of Approval and Endorsement Cycles
Users can also find the tree selector in the assignment of approval and endorsement cycles to easily find the exact approver/endorser they want, especially in the eventuality that multiple resources or roles have the same name but operate in different departments, for example.
Exploring Tree Selector Editing
For detailed instructions on how to use tree selector editing, please refer to the following sections:
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