Use the Export function to create a .epc data file for one or more selected EPC process or set. This type of export is useful for capturing processes, making it easy to move, backup, or replicate another environment efficiently.
You can also choose to include all associations of each process in the export file. This means the export can capture linked content such as Documents, Regulations, Risks, Attributes, etc. Including associations ensures that when you import the file into another environment, the full context of each process is preserved.
How to Export Processes
- From the main navigation bar, click the three-dot menu on the top-right of the screen, then select Export.
- Choose EPC Single Process or Process Set (.epc).
- Select one or more processes to export. On the selection screen, you have several options:
- A. Search bar: Type to find a specific process.
- B. Hierarchy search: Browse the hierarchy to locate a process.
- C. Export list: Selected processes appear here. Click X to remove a process from the list.
- D. Associations toggle: Choose whether to include all associations of a process in the export file.
- When your selection is complete, click Export.
- A window will appear informing you about the export progress. Click Keep Working to continue using EPC.
- When the export is complete, you will receive a confirmation. Click See All in the notification dropdown to view and download your exports.
- The Export Successful notification contains a link to download the exported file in the requested format.
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