Basic concepts and how do I change the workspace?

This guide explains the key concepts within Engage Process. In addition, it describes how the application is structured, with special attention to the Ribbon and the associated windows in the Modeler.

Basic Concepts
Workspace
The Ribbon
Windows within the Modeler
Customizing the Application Layout

1. Basic Concepts

Workspace
The overall layout of the application, including the position and arrangement of windows.

Diagram
A visual representation of a process, brainstorm, or overview.

Project
A collection of diagrams, usually organized into folders.

Tables
Data lists that are used within processes.

Roles
Types of employees who perform activities within a process.

Documents
Linked files such as guidelines, policies, or work instructions.

Analysis
Visual and numerical analysis of processes.

Reporting
Exporting or presenting process information.

Findings
Recorded bottlenecks, issues, or improvement ideas.

2. Workspace

The Engage Process Modeler workspace consists of multiple windows that together form the working area.
These windows can be moved, hidden, or combined, allowing you to tailor the application to your preferred way of working.

3. The Ribbon

The Ribbon is the bar with tabs at the top of the application. Each tab contains buttons grouped by functionality.
The available tabs depend on the subscription level and user permissions.

The main tabs are:

Home – Core functions for creating and editing diagrams
Layout – Settings for visibility and display of information
Design – Tools to improve readability and visual appearance
Analysis – Functions for calculating and comparing processes
View – Options to customize the application layout and windows
Tables – Working with central and local tables
Collaboration – Managing permissions, versions, and publications
Comments & Findings – Handling feedback and improvement items
Reporting – Viewing and creating reports
Help – Links to the Knowledge Center and support

4. Windows within the Modeler

The buttons in the Ribbon interact with various windows in the Modeler. Below is a concise explanation of the most important windows:

Process Window
The central workspace where the diagram is displayed and edited.

Project Window
Provides an overview of projects, diagrams, and linked tables in a folder structure.

Properties Window
Displays the properties of the selected project element or process step.

Description Window
Contains detailed explanations of a process, process step, or table value.

Comments Window
Used to record comments and improvement suggestions for processes or steps.

Notes Window
Used for actions, notes, or a log of changes.

Documents Window
Provides insight into linked documents and the input/output of process steps of the “Document” type.

5. Customizing the Application Layout

Using the View tab, you can show or hide windows, move them, and combine them as tabs.
You can work with multiple workspaces or save your own layout as the default.

Tip
You can dock a window as a tab behind another window by releasing it in the center of the on-screen docking symbol.

Once you have created a layout that works well for you, save it by clicking View → Save Workspace.
From that moment on, this layout will be used every time you start the Modeler.