This manual uses terms and words that may not be immediately clear. Under the heading ‘Basic concepts’, we will briefly explain these terms/words.
In addition, we will review the appearance of the application and how it can be customised to your own preferences, if necessary.
Basic concepts:
- Workspace: this refers to the layout of the application itself. In particular, the visibility and location of the various windows.
- Main menu: these is our logo at the very top left of the application (see below). This opens the application's main menu.
- Waffle menu(-icon): these are the 3x3 small squares at the very top right of the application (see below). Click this to start another module of Engage Process.
- Diagram: this is the collective name for processes, brainstorms and overviews.
- Cross-references: this refers to reporting. These can be actual cross-references, but also more complex reports. As a rule, you can report on almost anything.
- Reports: this refers to two different things in the Viewer, namely:
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- a process report, where you can export the process diagram and/or data captured at the process and process steps to PDF or Word. You then get a process description in document form.
- a standard preset or a cross-reference created by yourself.
Workspace:
The Viewer workspace (see below) consists of a number of components. You can show or hide some of these components, but the Viewer workspace is otherwise fairly static.
Top:
At the top of the application on the far left, you will find the Main Menu button (the Engage Process logo) with all kinds of options behind it. On the right, you will find a question mark. By clicking on this, you can access the Knowledge Centre and the option to contact our Support department. Further right you will find the waffle menu, providing the option to start another Engage Process module.
Top left, you'll find various options to show/hide certain information or display the process in a different way.
When you click on the Main Menu button at the top left, a window opens with all kinds of options, but also with some navigation options. At the top left of the main menu are the categories in which the processes are divided. Depending on your subscription type, you will find 1, 2 or, as below, 3 options here, namely:
- Selecting ‘Published’ displays the published diagrams, which are often subdivided using a folder structure.
- If you select ‘Shared’, you will see the shared diagrams.
- Selecting ‘For approval’ shows the diagrams that are yet to be approved.
At the top right of the main menu you will find an overview of the diagrams per selected category, as explained above. In published processes, the processes can also be divided into a folder structure. Diagrams can be quickly searched for using the search field at the top.
Bottom:
There may be a number of windows on the right-hand side of the application, namely:
- Description:
This window shows the contents of the ‘Description’ field entered in the Modeler. The contents of the ‘Comments’ and ‘Notes’ fields are also placed in this window.
- Documents:
This window lists the (working links of) linked documents.
Right:
- Comments:
In this window, the comments left behind are visible and you can add a new comment.
- Properties:
In this window you will find properties of the process or of the selected process step.
- History:
In this window you will find the version history of the opened diagram, including any implemented comments made per version.
Tip!
Double-click on the white background when you see a process in front of you to also see all information from the windows Description, Documents, Comments and Properties one after the other.