List view allows you to see all processes that you have access to, including the flow objects within them. Viewing processes in a list allows users to have a quick overview of various processes and associated objects, facilitating navigation.

List view provides a variety of Filtering and Sorting options, allowing users to easily find desired processes. These features help organize the items in the List View.

How to Navigate to the List View

  1. Click on the Module Explorer button in the top left of your screen.

  1. Click on the desired module, in this case, the Process module.

  1. You will be directed to List View.

Hierarchy Filter

EPC provides users with three major hierarchy filtering settings:

  • No hierarchy filter: A list view where all items within the given module are listed.
  • Current level & below: A list view where all levels below the selected item are listed.
  • Current level: A list view where only the first level below the selected item are listed.

Columns

List view includes various data columns that users can add or remove according to their needs, providing flexibility in visualizing and filtering information.

  • To add or remove columns from the List view, select the ‘Columns’ button, on the right side, where you will find the list of the available columns with checkboxes to select of deselect the desired information.
  • Your list columns preferences can be saved to simplify navigation by clicking on the ‘Save Columns’ button. The configuration will be your default display when accessing the List view.

Here are the columns available:

Columns Description
Favorite Allows users to sort processes by favorites vs. non-favorites
Sequence # Allows users to sort processes chronologically by associated sequence number
Name Textual search for any existing name of an object
Identifier Textual search for any existing unique identifier of an object
Subtype Whether or not if this object is classified as a business type
Categories Whether or not there are Categories directly associated with the item in question
Roles Whether or not there are Roles directly associated with the item in question
Org Units Whether or not there are Org Units directly associated with the item in question
Attributes Whether or not there are Attributes directly associated with the item in question
Entity Whether or not there are Entity directly associated with the item in question
Asset Whether or not there are Assets inputted for the item in question
Control Whether or not there are Controls directly associated with the item in question
Risk Whether or not there are Risks directly associated with the item in question
Rule Whether or not there are Rules directly associated with the item in question
Resource Whether or not there are Controls directly associated with the item in question
Documents Whether or not there are Documents directly associated with the item in question
Goal The goal associated with the item in question
My RASCI-VS The RASCI-VS associations existing on the item in question
Type The type of the object
Performance The performance attributed to the process or object in question
Objective Whether or not there are Objectives directly associated with the item in question
KCI Whether or not there are KCIs directly associated with the item in question
KPI Whether or not there are KPIs directly associated with the item in question
KRI Whether or not there are KRI directly associated with the item in question
Modified Date The last date that the object in question was modified
Last Modified By The name of the last resource that modified the object
Status (Available in Show Latest) View the status of the item in question (Published vs. in-progress)
Locked Whether the item in question is currently locked or not
Last Modified By The name of the last resource that modified the object

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