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Interfacing Technologies Corporation
EPC - WebApp Manual — 15.1
15.2
15.1
15.0
14.0
13.4
13.3
13.2
13.1
13.0
12.3
12.2
12.1
12.0
Table of Contents
Interfacing Technologies Corporation
EPC - WebApp Manual — 15.1
EPC - WebApp Manual — 15.2
EPC - WebApp Manual — 15.1
EPC - WebApp Manual — 15.0
EPC - WebApp Manual — 14.0
EPC - WebApp Manual — 13.4
EPC - WebApp Manual — 13.3
EPC - WebApp Manual — 13.2
EPC - WebApp Manual — 13.1
EPC - WebApp Manual — 13.0
EPC - WebApp Manual — 12.3
EPC - WebApp Manual — 12.2
EPC - WebApp Manual — 12.1
EPC - WebApp Manual — 12.0
Technical Support
Disclaimer
FAQs
1.0 Enterprise Process Center
1.1 Process Viewing
1.2 Collaborative Environment
1.3 User Categories
1.4 BPMN 2.0
1.5 Governance
1.6 Performance
2.0 EPC 15.1 Release Notes
What’s New in EPC 15.1
AI-Powered Process Improvement
Extended AI Generation: Document, Risk, Control, and More
AI Table Generation in Rich Text Fields
Redesigned Review Cycle
Inline Name Editing in List View
Risk Module: Color-Coded Parameters in List View
Security Management: Download & Print
Link to Object: Description Sync
Feature Improvements
Tree Selector Added to Endorsement and Approval Assignment
Improved Copy & Paste Capabilities in the Rich Text Editor
Improved Diagram Comparison
Dynamic Browser Tab Titles for Enhanced Navigation
Improved Filtering in Insert Template Feature
Document Module: Parent Folder Visibility in List View
Collaboration Module: Creation Date Tracking in List View
Improved Search Index Error Handling
UI and UX Improvements
Fixed Issues
Known issues in 15.1
Service Pack 15.1.1
3.0 The Web App
3.1 What is the Web App?
3.2 What Can I do in EPC Web App?
3.3 What is RASCI-VS?
4.0 Navigating the Web App
4.1 Logging In
4.2 Home & My Dashboard
4.2.1 Manage Widgets
4.2.1.1 My Objects Widget
4.2.1.2 My Flow Objects Widget
4.2.1.3 My Documents Widget
4.2.1.4 My Performance Widget
4.2.1.5 My Actions Widget
4.2.1.6 Object Sent for Approval & Object Sent for Endorsement Widgets
4.2.1.7 My Performance Chart Widget
4.2.1.8 My Posts & Replies Chart Widget
4.2.1.9 My Risk Chart
4.2.1.10 My Actions Pending Widget
4.2.1.11 External Website Widget
4.2.1.12 My Map Widget
4.2.1.13 Search Widget
4.2.1.14 HTML Widget
4.2.1.15 Google Analytics Widget
4.2.2 Widget Filter Rules
4.2.1.2.8.1 Widget Filter Categories
4.2.3 Customize Home Page Layout
4.2.1.3.1 Layout Options
4.2.1.3.2 Resize Widgets
4.2.4 Reset to Default Widgets
4.3 General Navigation
4.3.1 Navigation between Modules
4.3.2 Navigation within a Module
4.3.3 Last Visited Tab
4.4 Process
4.4.1 Module Overview
4.4.2 List
4.4.2.1 Sorting
4.4.2.2 Filtering
4.4.2.2.1 Default Filter
4.4.2.2.2 Remove Filter
4.4.2.2.3 Add Filter
4.4.2.2.4 Combine Filter
4.4.2.3 Quick Graph View
4.4.3 Process Diagram Types & Diagram View Functionalities
4.4.3.1 Navigating to Process Diagram View
4.4.3.2 More Options Menu
4.4.3.2.1 Map Options – Diagram View Customization
4.4.3.3 Viewing Local Copies of Processes
4.4.4 Details
4.4.4.1 Navigation
4.4.4.1.1 Toolbar
4.4.4.1.1.1 Value-Stream Navigation
4.4.4.1.1.2 Hierarchy Navigation
4.4.4.1.1.3 Print
4.4.4.1.1.4 Subscribe
4.4.4.1.2 Details Drilldown
4.4.4.2 Attributes
4.4.4.2.1 Description
4.4.4.2.2 Goal
4.4.4.2.3 Responsibilities Preview
4.4.4.2.4 Association Sections
4.4.4.2.5 Documents
4.4.4.2.6 Master Data
4.4.4.2.7 SIPOC
4.4.4.2.8 Versioning
4.4.4.2.9 Summary
4.4.4.2.9.1 Responsibilities Summary
4.4.4.2.9.2 Documents Summary
4.4.4.2.9.3 Risks Summary
4.4.4.2.10 Impacts
4.5 Performance
4.5.1 Module Overview
4.5.2 List
4.5.2.1 Sorting
4.5.2.2 Filtering
4.5.2.2.1 Add Filter
4.5.2.2.2 Remove Filter
4.5.2.2.3 Combine Filter
4.5.2.3 Quick Graph View
4.5.3 Diagram
4.5.3.1 Diagram Navigation
4.5.3.1.1 Navigating In Graphs
4.5.3.1.1.2 Fit Screen
4.5.3.1.1.3 Full Screen
4.5.3.1.1.4 Zoom In
4.5.3.1.1.5 Zoom Out
4.5.3.1.1.6 Settings
4.5.3.1.1.7 Subscribe
4.5.3.2 Impact Diagram
4.5.3.3 Hierarchy Graph
4.5.3.4 Overview Graph
4.5.3.4.1 Inputting Performance
4.5.4 Details
4.5.4.1 Toolbar
4.5.4.1.1 Print
4.5.4.1.4 Subscribe
4.5.4.2 Attributes
4.5.4.2.1 Description
4.5.4.2.2 Responsibilities
4.5.4.2.3 Association Sections
4.5.4.2.4 Documents
4.5.4.2.5 Versioning
4.5.4.2.6 Impacts
4.6 Organization
4.6.1 Module Overview
4.6.2 List
4.6.2.1 Sorting
4.6.2.2 Filtering
4.6.2.2.1 Add Filter
4.6.2.2.2 Remove Filter
4.6.2.2.3 Combine Filter
4.6.2.3 Quick Graph View
4.6.3 Diagram
4.6.3.1 Graph Navigation
4.6.3.1.1 Navigating In Graphs
4.6.3.1.1.2 Fit Screen
4.6.3.1.1.3 Full Screen
4.6.3.1.1.4 Zoom In
4.6.3.1.1.5 Zoom Out
4.6.3.1.1.5 Print
4.6.3.1.1.7 Settings
4.6.3.1.1.8 Subscribe
4.6.3.2 Impact Diagram
4.6.3.3 Hierarchy Diagram
4.6.4 Details
4.6.4.1 Navigation
4.6.4.1.1 Toolbar
4.6.4.1.1.1 Print
4.6.4.1.1.4 Subscribe
4.6.4.2 Attributes
4.6.4.2.1 Description
4.6.4.2.2 Organization Sub Units
4.6.4.2.3 Directors
4.6.4.2.4 Documents
4.6.4.2.5 Versioning
4.6.4.2.6 Impacts
4.7 Documents
4.7.1 Module Overview
4.7.2 List
4.7.2.1 Sorting
4.7.2.2 Filtering
4.7.2.2.1 Add Filter
4.7.2.2.2 Remove Filter
4.7.2.2.3 Combine Filter
4.7.2.3 Quick Graph View
4.7.3 Diagram
4.7.3.1 Graph Navigation
4.7.3.1.1 Navigating In Graphs
4.7.3.1.1.2 Fit Screen
4.7.3.1.1.3 Full Screen
4.7.3.1.1.4 Zoom In
4.7.3.1.1.5 Zoom Out
4.7.3.1.1.5 Print
4.7.3.1.1.6 Options
4.7.3.1.1.8 Subscribe
4.7.3.2 Impact Diagram
4.7.3.3 Hierarchy Diagram
4.7.4 Details
4.7.4.1 Navigation
4.7.4.1.1 Toolbar
4.7.4.1.1.1 Download
4.7.4.1.1.2 Preview
4.7.4.1.1.1 Print
4.7.4.1.1.4 Subscribe
4.7.4.2 Attributes
4.7.4.2.1 Description
4.7.4.2.2 File Details
4.7.4.2.3 Responsibilities
4.7.4.2.5 Documents
4.7.4.2.6 Versioning
4.7.4.2.7 Impacts
4.8 Risk
4.8.1 Module Overview
4.8.2 List
4.8.2.1 Sorting
4.8.2.2 Filtering
4.8.2.2.1 Add Filter
4.8.2.2.2 Remove Filter
4.8.2.2.3 Combine Filter
4.8.2.3 Quick Graph View
4.8.3 Diagram
4.8.3.1 Diagram Navigation
4.8.3.1.1 Navigation In Graphs
4.8.3.1.1.1 Fit Screen
4.8.3.1.1.2 Full Screen
4.8.3.1.1.3 Zoom in
4.8.3.1.1.4 Zoom Out
4.8.3.1.1.5 Subscribe
4.8.3.1.1.6 Favorite
4.8.3.1.1.7 Share
4.8.3.1.1.8 Settings
4.8.3.2 Impact Diagram
4.8.3.3 Hierarchy Diagram
4.8.3.4 Risk Profile Graph
4.8.4 Details
4.8.4.1 Navigation
4.8.4.1.1 Toolbar
4.8.4.1.1.1 Risk Object Book
4.8.4.1.1.2 Subscribe
4.8.4.1.1.3 Print
4.8.4.1.1.4 Favorite
4.8.4.1.1.5 Share
4.8.4.2 Attributes
4.8.4.2.1 Description
4.8.4.2.2 Risk Matrix Type
4.8.4.2.3 Risk Profile
4.8.4.2.3.1 Cause and Effect
4.8.4.2.3.2 Detectability
4.8.4.2.4 Controls
4.8.4.2.5 Micro Risks
4.8.4.2.6 Documents
4.8.4.2.7 Responsibilities
4.8.4.2.8 Properties
4.8.4.2.8 Impacts
4.9 Control
4.9.1 Module Overview
4.9.2 List
4.9.2.1 Sorting
4.9.2.2 Filtering
4.9.2.2.1 Add Filter
4.9.2.2.2 Remove Filter
4.9.2.2.3 Combine Filter
4.9.2.3 Quick Graph View
4.9.3 Diagram
4.9.3.1 Graph Navigation
4.9.3.1.1 Navigation in Graphs
4.9.3.1.1.2 Fit Screen
4.9.3.1.1.3 Full Screen
4.9.3.1.1.4 Zoom in
4.9.3.1.1.5 Zoom Out
4.9.3.1.1.6 Share
4.9.3.1.1.7 Settings
4.9.3.1.1.8 Subscribe
4.9.3.2 Impact Diagram
4.9.3.3 Hierarchy Diagram
4.9.4 Details
4.9.4.1 Navigation
4.9.4.1.1 Toolbar
4.9.4.1.1.1 Print
4.9.4.1.1.2 Favorite
4.9.4.1.1.3 Share
4.9.4.1.1.4 Subscribe
4.9.4.2 Attributes
4.9.4.2.1 Description
4.9.4.2.2 Documents
4.9.4.2.3 Risks
4.9.4.2.4 Advanced
4.9.4.2.5 IT
4.9.4.2.6 Financial
4.9.4.2.7 Responsibilities
4.9.4.2.8 Properties
4.9.4.2.9 Impacts
4.10 Rule
4.10.1 Module Overview
4.10.2 List
4.10.2.1 Sorting
4.10.2.2 Filtering
4.10.2.2.1 Add Filter
4.10.2.2.2 Remove Filter
4.10.2.2.3 Combine Filter
4.10.2.3 Quick Graph View
4.10.3 Diagram
4.10.3.1 Diagram Navigation
4.10.3.1.1 Navigation In Graphs
4.10.3.1.1.1 Fit Screen
4.10.3.1.1.2 Full Screen
4.10.3.1.1.3 Zoom in
4.10.3.1.1.4 Zoom Out
4.10.3.1.1.5 Print
4.10.3.1.1.6 Settings
4.10.3.1.1.7 Subscribe
4.10.3.2 Impact Graph
4.10.3.3 Hierarchy Diagram
4.10.4 Details
4.10.4.1 Navigation
4.10.4.1.1 Toolbar
4.10.4.1.1.1 Print
4.10.4.1.1.4 Subscribe
4.10.4.2 Attributes
4.10.4.2.1 Description
4.10.4.2.2 Advanced
4.10.4.2.3 Responsibilities
4.10.4.2.4 Risks
4.10.4.2.5 Rules
4.10.4.2.6 Documents
4.10.4.2.7 Properties
4.10.4.2.8 Impacts
4.11 Master Data
4.11.1 Module Overview
4.11.2 List
4.11.2.1 Sorting
4.11.2.2 Filtering
4.11.2.2.1 Add Filter
4.11.2.2.2 Remove Filter
4.11.2.2.3 Combine Filter
4.11.2.3 Quick Graph View
4.11.3 Diagram
4.11.3.1 Graph Navigation
4.11.3.1.1 Navigation In Graphs
4.11.3.1.1.1 Fit Screen
4.11.3.1.1.2 Full Screen
4.11.3.1.1.3 Zoom in
4.11.3.1.1.4 Zoom Out
4.11.3.1.1.5 Print
4.11.3.1.1.6 Settings
4.11.3.1.1.7 Subscribe
4.11.3.2 Impact Diagram
4.11.3.3 Hierarchy Diagram
4.11.3.4 Data Diagram
4.11.4 Details
4.11.4.1 Navigation
4.11.4.1.1 Toolbar
4.11.4.1.1.1 Print
4.11.4.1.1.4 Subscribe
4.11.4.2 Attributes
4.11.4.2.1 Description
4.11.4.2.2 Responsibilities
4.11.4.2.3 Permission
4.11.4.2.4 Documents
4.11.4.2.5 Associations
4.11.4.2.6 Properties
4.11.4.2.7 Impacts
4.12 Collaboration
4.12.1 Navigation
4.12.1.1 Collaboration Module
4.12.1.1.1 Sorting
4.12.1.1.2 Filtering
4.12.1.1.2.1 Add filter
4.12.1.1.2.2 Remove Filter
4.12.1.1.2.3 Combine Filter
4.12.1.2 Item Pages
4.12.2 Using Collaboration Features
4.12.2.1 Initiating Collaboration
4.12.2.2 Participating in Collaboration
4.12.2.2.1 Reply
4.12.2.2.2 Share
4.12.2.2.3 Vote
4.12.2.2.4 Close Topic
4.12.2.3 Monitoring Collaboration
4.12.2.4 Notification and Confirmation
4.12.2.5 Collaborating using Microsoft Teams
4.12.3 Discussion
4.12.4 Question
4.12.5 Incident
4.12.6 Change Request
4.12.6.1 Approve Change Request
4.12.6.2 Assign Author
4.12.6.2.1 Delegating Collaboration Request
4.12.6.3 Close Change Request
4.12.6.4 New Revision Update to Review
4.13 Governance
4.13.1 Overview
4.13.2 Maturity
4.13.3 Analysis
4.13.3.1 Process Analysis Workbooks
4.14 Apps Menu
4.15 Glossary
4.15.1 Overview
4.15.2 List
4.15.2.1 Sorting
4.15.2.2 Filtering
4.15.2.2.1 How to Add Filter
4.15.2.2.2 How to Remove Filter
4.15.2.2.3 How to Combine Filter
4.15.3 Details
4.15.3.1 Navigation
4.15.3.2 Toolbar
4.15.3.2.1 Print
4.15.3.2.2 Subscribe
4.15.3.2.3 Share
4.15.3.2.4 Favorite
4.15.4 Attributes
4.15.4.1 Description
4.15.4.1.1 Link-to-Object
4.15.5 Diagram
4.15.5.1 Diagram Navigation
4.15.5.2 Impact Graph
4.16 To Do
4.16.1 Module Overview
4.16.2 List
4.16.2.1 Sorting
4.16.2.2 Filtering
4.16.2.2.1 Add Filter
4.16.2.2.2 Remove Filter
4.16.2.2.3 Combine Filter
4.17 Capability
4.17.1 Module Overview
4.17.2 List
4.17.2.1 Sorting
4.17.2.2 Filtering
4.17.2.2.1 Add Filter
4.17.2.2.2 Remove Filter
4.17.2.2.3 Combine Filter
4.17.2.3 Quick Graph View
4.17.3 Diagram
4.17.3.1 Graph Navigation
4.17.3.2 Impact Graph
4.17.3.3 Hierarchy Graph
4.17.4 Details
4.17.4.1 Toolbar
4.17.4.1.1 Print
4.17.4.1.2 Favorite
4.17.4.1.3 Share
4.17.4.1.4 Subscribe
4.17.4.2 Attributes
4.17.4.2.1 Processes
4.17.4.2.2 Responsibilities
4.17.4.2.3 Documents
4.17.4.2.4 Rules, Regulations & Policies
4.17.4.2.5 Risks & Controls
4.17.4.2.6 Strategy & Performance
4.17.4.2.7 Custom Attributes
4.17.4.2.8 Analysis
4.17.4.2.9 Versioning
4.17.4.2.10 Impact
4.17.5 Search Capabilities
5.0 Search
6.0 Notifications
6.1 Notification Organization
6.2 Enable/Disable Browser Notifications
6.2.1 Chrome Notifications
6.2.2 Firefox Notifications
6.3 Reminders
7.0 Object Governance and Training Assignments
7.1 Approval Cycle
7.1.1 Notification Emails
7.1.2 Show Changes
7.1.2.1 Show Changes Since My Last Approval
7.1.3 Cognito and Multi-Factor Authentication (MFA)
7.1.4 Approval History
7.1.5 Delegating Approval
7.1.6 Signature Compliance
7.1.6.1 Enabling Signature Requirement
7.1.6.2 Signature Authentication
7.1.6.3 Downloading & Previewing Published Approved Document
7.1.6.4 Procedure to Trust Interfacing’s Digital Certificates
7.1.7 Mass Approval
7.1.8 Add Attachment
7.1.9 Previewing Documents
7.1.10 Add Default Approval Template to Modules
7.1.11 Approval Cycle History Per Version
7.1.12 One Resource of a Role Approves
7.2 Confirmation
7.2.1 Mass Confirmation
7.3 Endorsement Cycle
7.3.1 Sending Endorsement
7.3.1 New Version Confirmation
7.3.2 Participating in an Endorsement Cycle
7.3.3 Notifications Emails
7.3.4 Show Changes
7.3.4.1 Show Changes Since Last Review
7.3.5 Delegating Endorsement
7.3.6 Endorsement History
7.3.7 Mass Endorsement
7.3.8 Add Attachment
7.3.9 Endorsement Cycles History Per Version
7.3.10 One Resource of a Role Endorses
7.4 Training
7.5 Review Cycle
8.0 My Profile
8.1 General
8.1.1 User Profile Picture
8.1.1.1 Add User Profile Picture
8.1.1.2 Edit User Profile Picture
8.1.1.3 Remove User Profile Picture
8.2 Preferences
8.2.1 Environment
8.2.2 Displayed Content
8.3 Language
8.4 Theme Color Setting
8.5 Authorizations
8.6 Default Font Color
8.7 Signature
8.7.1 Add Signature
8.7.2 Remove Signature
9.0 Environment Admin
9.1 Environment Settings
9.1.1 General
9.1.1.1 Theme Color
9.1.1.2 Default Font Color (Environment)
9.1.1.3 Comment Settings
9.1.1.4 Process display preference
9.1.1.5 Locked Objects – Unlock
9.1.2 Search Index
9.1.3 Language
9.1.4 Archive
9.1.4.1 Restore Deleted Objects
9.1.4.1.1 Restore to New Parents
9.1.4.2 Purge Expired Objects
9.1.5 Module Security
9.1.6 Tabs
9.1.6.1 Adding, Removing and Re-naming Tabs
9.1.6.2 Re-ordering Tabs
9.1.6.3 Permission on Tabs
9.1.7 Google Analytics
9.1.5.1 Setting Up Google Analytics
9.1.8 Environment Attributes
9.1.8.1 Add Environment Attribute
9.1.8.2 Edit Environment Attribute
9.1.8.3 Delete Environment Attributes
9.1.8.4 Search Environment Attributes
9.2 Environment Defaults
9.2.1 Home Page Widgets
9.2.2 Process Map Graph Options
9.2.3 Impact Graph Options
9.2.4 List View Column Configuration
10.0 System Admin
10.1 General
10.1.1 Theme Settings
10.1.3 Manage EPC Sessions
10.1.3.1 Sorting
10.1.3.2 Filtering
10.1.3.2.1 Add Filter
10.1.3.2.2 Remove Filter
10.1.3.2.3 Combine Filter
10.1.3.3 Closing
10.1.4 Default Environment
10.1.5 Default Font Color (System)
10.2 Environment
10.2.1 Add Environment
10.2.2 Edit Existing Environment
10.2.3 Delete Environment
10.2.4 Add Group to Environment
10.2.5 Add User to Environment
10.2.6 Set Environment Security
10.2.7 Sort Environment Table
10.2.8 Filter Environment Table
10.2.8.1 Add Filter
10.2.8.2 Remove Filter
10.2.9 Environment Purge
10.3 Users
10.3.1 Add User
10.3.1.2 Add Cognito User
10.3.2 Edit Existing User
10.3.3 Delete User
10.3.4 Add User to Group
10.3.5 Add User to Environment
10.3.6 Set User Security
10.3.7 Sort User Table
10.3.8 Filter User Table
10.3.8.1 Add Filter
10.3.8.2 Remove Filter
10.3.8.3 Combine Filter
10.3.9 Synchronize with Active Directory
10.3.10 User Authorizations
10.4 Groups
10.4.1 Add Group
10.4.2 Edit Existing Group
10.4.3 Delete Group
10.4.4 Add User to Group
10.4.5 Add Environment to Group
10.4.6 Set Group Security
10.4.7 Sort Group Table
10.4.8 Filter Group Table
10.4.8.1 Add Filter
10.4.8.2 Remove Filter
10.4.8.3 Combine Filter
10.5 Search
10.6 Localization
10.6.1 Manage Languages
10.6.2 Apply New Languages
10.6.2.1 Understanding Content Languages
10.6.2.2 Add New Languages
10.6.2.3 Remove Languages
10.6.2.4 Reorder Languages
10.6.3 Localization Values
10.7 Risk
10.7.1 Edit Risk Language
10.7.2 Selecting Risk Matrix Types
10.7.3 Risk Priority Settings
10.7.3.1 Edit Risk Priority Settings
10.7.3.1.1 Edit Priority Name
10.7.3.1.2 Edit Priority Description
10.7.3.1.3 Edit Risk Priority Color
10.7.3.1.4 Edit Risk Priority Language
10.7.4 Risk Matrix Settings
10.7.4.1 Edit Risk Matrix
10.7.4.1.1 Edit Risk Likelihood
10.7.4.1.1.1 Edit Risk Likelihood Name
10.7.4.1.1.2 Edit Risk Likelihood Description
10.7.4.1.2 Edit Risk Impact
10.7.4.1.2.1 Edit Risk Impact Name
10.7.4.1.2.2 Edit Risk Impact Description
10.7.4.1.3 Edit Risk Profile
10.7.4.1.3.1 Edit Risk Profile Priority
10.7.4.1.3.2 Edit Risk Profile Score
10.7.4.2 Edit Risk Matrix Language
10.7.4.2.1 Edit Risk Likelihood Language
10.7.4.2.2 Edit Risk Impact Language
10.7.4.2.3 Edit Risk Profile Language
10.8 Attributes
10.8.1 Content Language
10.8.2 Object Types
10.8.2.1 Add Object Type
10.8.2.2 Edit Object Type
10.8.2.3 Delete Object Type
10.8.2.4 Search for Object Types
10.8.3 Categories
10.8.3.1 Add Category
10.8.3.2 Edit Category
10.8.3.3 Delete Category
10.8.3.4 Search for Categories
10.8.4 System Attributes
10.8.4.1 Add System Attribute
10.8.4.2 Edit Attribute
10.8.4.3 Delete Attribute
10.8.4.4 Search for Attributes
10.8.5 Assignment Type
10.8.6 Risk Matrix Types
10.9 Advanced
10.9.1 Edit Settings
10.9.1.1 Edit EPC Menu
10.9.1.1.1 Add New Home Pages
10.9.1.1.2 Add External App Links to Module Explorer
10.9.1.2 Enable Flowchart Mapping
10.9.1.3 Data Association Harmonization
10.9.1.4 Enable Cognito
10.9.1.5 Session Timeout Settings
10.9.1.6 Hide Users Personal Identifiable Information
10.10 Home Page Widgets
10.11 Diagram Tab – Adding Custom Flow Object Shape
10.12 Mobile App
11.0 Icons and Glossary
11.1 Icons
11.1.1 Navigation Icons
11.1.2 In-Graph Icons
11.1.3 Toolbar Icons
11.2 Glossary (Key Terms)
12.0 Editing on the Web App
12.1 General Edit
12.1.1 WebApp Editing Rules
12.1.1.1 Who Can Edit on the WebApp?
12.1.1.2 Web Edit Vs. Modeler
12.1.1.3 Editing Language
12.1.1.4 Edit Lock
12.1.1.4.1 Lock – Process Editing
12.1.2 Create
12.1.2.1 Create Sets
12.1.2.2 Create Folders
12.1.2.2.1 Create Folders – New Button
12.1.2.2.2 Create Folders – Object Details Tab
12.1.2.3 Create Objects
12.1.2.3.1 Create Objects – New Button
12.1.2.3.2 Create Objects – Object Details Tab
12.1.3 Edit Toolbar
12.1.3.1 Print
12.1.3.2 Subscribe
12.1.3.3 New
12.1.3.4 Edit
12.1.3.5 Approval
12.1.3.6 Security
12.1.3.7 Merge
12.1.3.8 Move
12.1.3.9 Delete
12.1.3.10 Publish
12.1.3.11 Displayed Content
12.1.3.12 Tools
12.1.3.12.1 Audit Trail
12.1.3.12.2 Analysis Report
12.1.3.12.3 Compare Versions
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
12.1.3.12.4.1.2 Selection of Synched Objects
12.1.3.12.4.1.3 Editing the Synchronization Details
12.1.3.12.5 References
12.1.3.12.6 Unpublish
12.1.3.12.7 Show Changes
12.1.3.12.8 Simulation
12.1.3.12.8.1 Simulation Parameters
12.1.3.12.8.2 Simulation Results
12.1.3.13 Object Book Generation
12.1.3.13.1 Differentiation Between Generate Book vs Generate from Template
12.1.3.14 Copy (and Paste) Existing Objects
12.1.3.15 Browse & Revert Versions
12.1.3.16 Edit with Microsoft 365
12.1.4 Import/Export Content
12.1.4.1 Import/Export EPC Content
12.1.4.1.1 Import EPC Content
12.1.4.1.2 Export EPC Content
12.1.4.1.2.1 Export EPC Environment
12.1.4.1.2.2 Export EPC Objects
12.1.4.1.3 Multi-Language Support in EPC
12.1.4.2 Import/Export Visio Content
12.1.4.2.1 Import Visio Content
12.1.4.2.1.1 Import from Visio Rules
12.1.4.2.2 Export Visio Content
12.1.4.3 Import/Export BPMN Content
12.1.4.3.1 Import BPMN Content
12.1.4.3.2 Export BPMN Content
12.1.4.4 Import Master Data Content
12.1.4.4.1 CSV File Format
12.1.4.4.2 Using SQL Server Management Studio
12.1.4.4.3 Using DBVisualizer
12.1.4.5 Import/Export Excel Content
12.1.4.5.1 Import Excel Content
12.1.4.5.1.1 Import Excel – Overwrite
12.1.4.5.1.2 Troubleshooting an Excel Import
12.1.4.5.1.3 Excel Spreadsheet Format
12.1.4.5.1.3.1 Object Details – Document
12.1.4.5.1.3.2 Object Details – Control
12.1.4.5.1.3.3 Object Details – Process
12.1.4.5.1.3.4 Object Details – Flow Object
12.1.4.5.1.3.5 Object Details – Risks
12.1.4.5.2 Export Excel Content
12.1.4.6 Import Data Mining XML Content
12.1.5 Associations
12.1.5.1 Assign Responsibilities (RASCI-VS)
12.1.5.2 Associate Documents
12.1.5.3 Associate Performance
12.1.5.4 Associate Business Rules
12.1.5.5 Associate Risks
12.1.5.5.1 Associate Risks to Processes
12.1.5.5.1.1 Override Residual Risk Scores (on Processes)
12.1.5.5.1.2 Exclude Controls (on Processes)
12.1.5.6 Associate Controls
12.1.5.7 Assign Parent
12.1.5.8 Associate Master Data Objects
12.1.6 Properties
12.1.6.1 Object Type
12.1.6.2 Object Categories
12.1.6.3 Object Attributes
12.1.6.4 Data Harmonization
12.1.6.4.1 Out of Sync
12.1.6.4.2 List of Changes
12.1.6.4.2.1 Synchronize
12.1.6.4.2.2 Create Change Request for Out-of-Sync Processes
12.1.6.5 Object Requirements and User Acceptance Tests (UAT)
12.1.6.6 Object Purge Period
12.1.7 Content Translation
12.1.8 Tree Selector
12.1.8.1 Tree selector (Tree Editing) – Create objects
12.1.8.2 Tree selector (Tree Editing) – Edit Objects
12.1.8.3 Tree selector (Tree Editing) – Delete objects
12.1.9 List View
12.1.9.1 Adding Columns
12.1.9.2 Removing Columns
12.1.9.3 Ordering Columns
12.1.9.4 Saving Columns
12.1.9.4.1 Saving Columns As Environment Default
12.1.9.5 Reset Columns to Default
12.1.9.6 Filtering Columns
12.1.9.7 Export to Excel (Current Fields)
12.1.9.8 Mass Editing
12.1.9.8.1 Mass Publish
12.1.9.8.2 Mass Edit Responsibility
12.1.9.8.3 Mass Subscribe/Unsubscribe
12.1.9.8.4 Mass Collaboration
12.1.9.8.5 Mass Delete
12.1.9.8.6 Mass Favorite/Unfavorite
12.1.9.8.7 Mass Move
12.1.9.8.8 Mass Custom Attributes
12.1.9.8.9 Mass Edit
12.1.9.9.1 Control
12.1.9.9.2 Rule
12.1.9.9.3 Document
12.1.9.9.4 Risk
12.1.9.9.5 Master Data
12.1.9.9.6 Performance
12.1.9.9.7 Categories
12.1.9.9.8 Properties
12.1.9.9.9 Capability
12.1.9.8.10 Mass Document Download
12.1.9.8.10.1 Mass Document Download as a ZIP File with Structure
12.1.9.8.11 Mass Approval Configuration
12.1.9.8.12 Mass Endorsement Configuration
12.1.10 Object Description in General Details
12.1.10.1 Rich Text Editor
12.1.10.2 Create a Link-to-Object
12.1.11 Right Click Actions
12.1.11.1 Right Click Actions – Create Objects
12.1.11.2 Right Click Actions – Move Objects
12.1.11.3 Right Click Actions – Copy Objects
12.1.11.4 Right Click Actions – Delete Objects
12.1.11.5 Right Click Actions – Edit Objects
12.1.11.6 Right Click Actions – Security
12.1.11.7 Right-Click Actions – Generate Process with A.I.
12.2 Process Edit
12.2.1 Create Process Objects
12.2.1.1 Create a Process Set
12.2.1.2 Create a Process – New Button
12.2.1.3 Create a Process – Tree
12.2.1.4 Create a Process – Details Tab
12.2.1.5 Create a Process – Flow Objects Tab
12.2.2 Edit Process Diagram
12.2.2.1 Diagram Editor
12.2.2.1.1 Accessing the Diagram Editor
12.2.2.1.2 Diagram Editor Toolbar
12.2.2.1.2.1 Cut
12.2.2.1.2.2 Copy
12.2.2.1.2.3 Paste
12.2.2.1.2.4 Delete
12.2.2.1.2.5 Fit Screen
12.2.2.1.2.6 Zoom In
12.2.2.1.2.7 Zoom Out
12.2.2.1.2.8 Auto Layout
12.2.2.1.2.9 Save
12.2.2.1.2.10 Save & Close
12.2.2.1.2.11 Discard Changes
12.2.2.1.2.12 Last Save
12.2.2.1.2.13 Undo
12.2.2.1.2.14 Redo
12.2.2.1.2.16 Set Colors
12.2.2.1.2.17 Map Page-Break Canvas
12.2.2.1.2.18 Validate (Process Validation & Translation)
12.2.2.2 Map a Process
12.2.2.2.1 Add Shapes
12.2.2.2.1.1 Quick Shape Mapping
12.2.2.2.2 Edit Shapes Name
12.2.2.2.3 Connect Shapes
12.2.2.2.4 Resize Shapes
12.2.2.2.5 Multi-Selecting Shapes in the Diagram Editor
12.2.2.2.6 Move Shapes
12.2.2.2.7 Move a Process Map
12.2.2.2.8 Reroute a Flow
12.2.2.2.8.1 Manually Re-Route Process Flows
12.2.2.2.8.2 Auto-Layout Process and Flows
12.2.2.2.8.3 Auto Re-Route Feature
12.2.2.2.9 Delete Shapes and Flows
12.2.2.2.10 Associate Objects to Shapes
12.2.2.2.10.1 Associate Documents to Artifacts
12.2.2.2.10.2 Associate Assets to Data Stores
12.2.2.2.11 Add Node Colors
12.2.2.2.12 Mapping with Custom Shapes
12.2.2.2.13 Assign Existing Object (Shortcut)
12.2.2.2.13.1 Assign Existing Process (Process Shortcut)
12.2.2.2.13.2 Assign Existing Task (Task Shortcut)
12.2.2.2.14 Saving Annotation Locations
12.2.2.3 Annotations
12.2.2.4 Boundary Events
12.2.2.4.1 Add Boundary Events
12.2.2.4.2 Edit boundary events
12.2.2.4.3 Remove Boundary Events
12.2.2.5 BPMN Properties
12.2.2.5.1 Sub-Process
12.2.2.5.2 Task
12.2.2.5.3 Gateway
12.2.2.5.4 Event
12.2.2.5.5 Transition
12.2.2.6 Inter-Process Links (IPLs)
12.2.2.7 Edit Details
12.2.2.7.1 Edit Shape Details
12.2.2.7.2 Edit Process Details
12.2.2.8 Inputs and Outputs
12.2.2.8.1 Unclassified Inputs and Outputs in the Tree Selector
12.2.2.8.2 Create Inputs and Ouputs in the Tree Selector
12.2.2.8.3 Delete Inputs and Outputs in the Tree Selector
12.2.2.8.4 Merge Inputs and Outputs in the Tree Selector
12.2.2.8.5 Tree selector – Plus “+” button
12.2.2.9 Edit Responsibilities From Graph Edit
12.2.2.10 Auto-Sequence
12.2.2.11 Swimlane
12.2.2.11.1 Display
12.2.2.11.2 New lane added automatically
12.2.2.11.3 Rules of the RASCI “R”
12.2.2.11.4 Assets & Artifacts Independent of RASCI-VS
12.2.2.12 Edit Analysis From Graph Edit
12.2.3 Edit Process Objects
12.2.3.1 Edit Process General Details
12.2.3.1.1 Overriding Gross Risk
12.2.3.2 Edit Process Objects Properties Details
12.2.3.3 Edit Process Flow Objects Details
12.2.3.3.1 Edit Flow Object General Details
12.2.3.3.2 Edit Flow Objects Properties Detail
12.2.4 Delete Process Objects
12.2.5 Publish Process Objects
12.2.6 Process Approval Cycle
12.2.7 Process Security
12.2.8 Move Process Objects
12.2.9 Generating a Process Book
12.2.10 Process Object Endorsement Cycle
12.3 Performance Edit
12.3.1 Create Performance Objects
12.3.1.1 Create a Performance Set
12.3.1.2 Create an Objective
12.3.1.3 Create an Indicator
12.3.2 Edit Performance Objects
12.3.2.1 Edit Objective General Details
12.3.2.2 Edit Performance Indicator General Details
12.3.2.3 Edit Performance Objects Properties Details
12.3.2.4 Add / Edit Measures Values from an Indicator Details Page
12.3.3 Delete Performance Objects
12.3.4 Publish Performance Objects
12.3.5 Performance Objects Approval Cycle
12.3.6 Performance Objects Security
12.3.7 Move Performance Objects
12.3.8 Merge Performance Objects
12.3.9 Generate Performance Books
12.3.10 Performance Object Endorsement Cycle
12.4 Organization Edit
12.4.1 Create Organization Objects
12.4.1.1 Create an Organization Unit Set
12.4.1.2 Create an Organization Unit
12.4.1.4 Create a Role
12.4.1.5 Create an Asset
12.4.1.8 Import Users as Resources
12.4.2 Edit Organization Objects
12.4.2.1 Edit Organization Unit General Details
12.4.2.2 Edit Role General Details
12.4.2.3 Edit Asset General Details
12.4.2.4 Edit Resource General Details
12.4.2.5 Edit Organization Objects Properties Details
12.4.2.6 Edit Asset Properties Detail
12.4.3 Delete Organization Objects
12.4.4 Publish Organization Objects
12.4.5 Organization Objects Approval Cycle
12.4.6 Organization Objects Security
12.4.7 Move Organization Objects
12.4.8 Merge Organizational Objects
12.4.9 Generate Organization Books
12.4.10 Organization Object Endorsement Cycle
12.5 Documents Edit
12.5.1 Create Document Objects
12.5.1.1 Create a Document Set
12.5.1.2 Create a Document Folder
12.5.1.2.1 Uploading Multiple Document Folders (Mass Upload)
12.5.1.3 Create a Document
12.5.1.3.1 Uploading Multiple Documents (Mass Upload)
12.5.1.3.2 Compatible Document Types
12.5.1.3.3 Generated from Template
12.5.1.3.4 Embedding Dynamic Custom Properties in Word Documents
12.5.1.3.5 Automatic Custom Header, Footer, and Cover Page Injection
12.5.1.4 Creating a Template
12.5.1.4.1 Template Syntax
12.5.1.4.2 EPC Tag Structure
12.5.1.4.3 Cover Pages
12.5.1.4.4 Custom Document Tags
12.5.1.4.4.1 General Object Tags
12.5.1.4.4.2 Process Book Tags
12.5.1.4.4.3 Flow Object Tags
12.5.1.4.4.4 Organization Book Tags
12.5.1.4.4.5 Performance Book Tags
12.5.1.4.4.6 Document Book Tags
12.5.1.4.4.7 Risk Book Tags
12.5.1.4.4.8 Control Book Tags
12.5.1.4.4.9 Rule Book Tags
12.5.1.4.4.10 Master Data Book Tags
12.5.1.4.4.11 Template Document Tags
12.5.1.4.4.12 Generated from Template Tags
12.5.1.4.5 Template FAQs
12.5.1.4.6 Obtaining Payloads for Template Building
12.5.1.4.7 Custom Object Book Templates
12.5.2 Edit Document Objects
12.5.2.1 Edit Document General Details
12.5.2.2 Edit Document Properties Details
12.5.3 Delete Document Objects
12.5.4 Publish Document Objects
12.5.5 Document Objects Approval Cycle
12.5.6 Document Objects Security
12.5.7 Move Document Objects
12.5.8 Merge Document Objects
12.5.9 Generate Document Books
12.5.10 Document Object Endorsement Cycle
12.5.11 Create Records of Document Objects
12.5.12 Document Content Versioning Track Change Highlighting (In File)
12.6 Risk Edit
12.6.1 Create Risk Objects
12.6.1.1 Create a Risk Set
12.6.1.2 Create a Risk Folder
12.6.1.3 Create a Risk
12.6.2 Edit Risk Objects
12.6.2.1 Edit Risk General Details
12.6.2.2 Risk Analysis
12.6.2.2.1 Edit Causes & Effects
12.6.1.3.1.2 Edit Gross Risk
12.6.1.3.1.3 Edit Residual Risk
12.6.1.3.1.4 Assign Controls to Risks
12.6.1.3.1.5 Residual Risk Override
12.6.2.3 Edit Risk Properties Details
12.6.3 Delete Risk Objects
12.6.4 Publish Risk Objects
12.6.5 Risk Objects Approval Cycle
12.6.6 Risk Objects Security
12.6.7 Move Risk Objects
12.6.8 Merge Risk Objects
12.6.9 Generate Risk Book
12.6.10 Risk Object Endorsement Cycle
12.7 Control Edit
12.7.1 Create Control Objects
12.7.1.1 Create a Control Set
12.7.1.2 Create a Control Folder
12.7.1.3 Create a Control
12.7.2 Edit Control Objects
12.7.2.1 Edit Control General Details
12.7.2.2 Edit Control Properties Details
12.7.3 Delete Control Objects
12.7.4 Publish Control Objects
12.7.5 Control Objects Approval Cycle
12.7.6 Control Objects Security
12.7.7 Move Control Objects
12.7.8 Merge Control Objects
12.7.9 Generate Control Books
12.7.10 Control Object Endorsement Cycle
12.8 Rule Edit
12.8.1 Create Rule Objects
12.8.1.1 Create a Rule Set
12.8.1.2 Create a Rule Folder
12.8.1.3 Create a Rule
12.8.2 Edit Rule Objects
12.8.2.1 Edit Rule General Details
12.8.2.2 Edit Rule Properties Details
12.8.3 Delete Rule Objects
12.8.4 Publish Rule Objects
12.8.5 Rule Objects Approval Cycle
12.8.6 Rule Objects Security
12.8.7 Move Rule Objects
12.8.8 Merge Rule Objects
12.8.9 Generate Rule Books
12.8.10 Rule Objects Endorsement Cycle
12.8.11 Assign To
12.9 Master Data Edit
12.9.1 Create Master Data Objects
12.9.1.1 Create a Master Data Set
12.9.1.2 Create a Master Data Folder
12.9.1.3 Create an Entity
12.9.1.4 Create an Attribute
12.9.2 Edit Master Data Objects
12.9.2.1 Edit Entity General Details
12.9.2.2 Edit Attribute General Details
12.9.2.3 Edit Master Data Objects Properties Details
12.9.3 Delete Master Data Objects
12.9.4 Publish Master Data Objects
12.9.5 Master Data Objects Approval Cycle
12.9.6 Master Data Objects Security
12.9.7 Move Master Data Objects
12.9.8 Merge Master Data Objects
12.9.9 Generate Master Data Books
12.9.10 Master Data Object Endorsement Cycle
12.10 Collaboration Edit
12.10.1 Implement Change Requests
12.11 Governance Edit
12.11.1 Overview Tab
12.11.2 Maturity Tab
12.11.3 Analysis Tab
12.11.3.1 Process Analysis
12.11.3.1.1 General Process Analysis Report
12.12 Glossary Edit
12.12.1 Create Glossary Objects
12.12.1.1 Create a Glossary Set
12.12.1.2 Create a Glossary Folder
12.12.1.3 Create a Term
12.12.2 Edit Glossary Objects
12.12.2.1 Edit Term General Details
12.12.2.2 Edit Term Properties Details
12.12.3 Delete Glossary Objects
12.12.4 Publish Glossary Objects
12.12.5 Glossary Objects Security
12.12.6 Move Glossary Objects
12.12.7 Glossary Objects Approval Cycle
12.12.8 Glossary Objects Endorsement Cycle
12.12.9 Copy (and Paste) Glossary Objects
12.13 Capability Edit
12.13.1 Create Capability Objects
12.13.1.1 Create Capability Set
12.13.1.2 Create a Capability
12.13.2 Edit Capability Objects
12.13.2.1 Edit Capability General Details
12.13.2.2 Edit Capability Properties Details
12.13.2.3 Edit Capability Analysis Details
12.13.3 Delete Capability Objects
12.13.4 Publish Capability Objects
12.13.5 Capability Objects Approval Cycle
12.13.6 Capability Objects Security
12.13.7 Move Capability Objects
12.13.8 Copy/paste Capability Objects
12.13.9 Environment & System Admin Settings
12.13.10 Capability Objects Endorsement Cycle
12.13.11 Generate Capability Books
13.0 EPC’s AI Automation Capabilities
13.1 AI Document Content Mining Parser
13.1.1 Uploading a document or picture(s)
13.1.2 Template selection and creation
13.1.3 Tagging
13.1.3.1 Manual Tagging
13.1.3.1.1 Tagging Multi-Path Maps & Decision Points
13.1.3.2 Auto Tagging
13.1.3.3 Removing Tags
13.1.3.4 Parser Tags Log
13.1.4 Parsing
13.1.4.1 Rule Selection
13.1.4.2 Parsing Features
13.1.4.2.1 Import Analysis Workbook for Process Objects
13.1.4.2.2 Importing Performance Measurement Values, Dates and Comments
13.1.4.2.3 A.I. Image Recognition Parsing
13.1.4.2.4 Tagging Users, Groups, Resources and Roles for Permission Management
13.1.4.3 Text Level and Styles Recognized by Parser
13.1.5 Rule Builder
13.1.6 Settings
13.1.6.1 Export Settings
13.1.6.2 Environment & Language
13.1.7 Export to EPC
13.2 AI-Powered Content Generation & Improvement
13.2.1 Object Generation
13.2.2 Text Generation and Improvement
13.2.3 Process Improvement
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
14.2 Essential Projects Two-way Integration
14.2.1 Creating an EA Solution From EPC
14.3 Jira Webhook API
14.4 Microsoft 365 OneDrive & Microsoft Teams Integration
15.0 EPC REST APIs
15.1 Getting Started
15.1.1 Authentication and Token Management
15.1.2 Basic Examples
15.2 Use Cases & Examples
15.2.1 Retrieve a List of Objects
15.2.2 Retrieve an Object
15.2.3 Create an Object
15.2.4 Update an Object
15.2.5 Delete an Object
15.2.6 Retrieve Actions of Current User
15.2.7 Retrieve Users
15.2.8 How to Perform Other Use Cases
15.3 API Reference (Swagger)
16.0 Tutorial for EPC
16.1 Getting Started
16.2 Build a Business Process
16.2.1 Import a Process from Visio
16.2.2 Process Structure
16.2.3 Map Sub-Process
16.2.4 Input Procedures and Assign Responsibilities to a Task
16.2.5 Edit BPMN Properties
16.3 Create Inter-Process Links
16.4 Create Inputs and Outputs
16.5 Publish the Process
16.6 Import User & Assign Resource to Role
16.7 Approval Cycle
16.8 Upload a Document and Assign to Process
16.8.1 Upload a Document
16.8.2 Assign Document to Process
16.8.3 EPC Home Page
16.8.4 Complete Approval Cycle
17.0 EPC Data Dictionary, ERD & Cognos Reports List
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4.10.3.1.1.5 Print
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4.10.3.1.1.4 Zoom Out
4.10.3.1.1.6 Settings
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