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.
- Burger menu (icon): these are the three horizontal bars 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.
- Reporting: this refers to two different things in the Viewer, namely:
- 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.
At the top of the application on the far left, you will find the hamburger menu with all kinds of options behind it. On the right, you will find the Engage Process logo. 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.
In the top centre, you'll find various options to show/hide certain information or display the process in a different way.
On the left-hand side is the navigation window. You can open this window by clicking somewhere on the left side of the application on the green narrow bar with the white triangle. When unfolded, a number of categories can be selected at the top of this navigation window. Depending on your subscription type, you will find 1, 2 or, as below, 3 options here.
- 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 ‘TO BE APPROVED’ shows the diagrams that are yet to be approved.
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.
- Comments:
In this window, the comments left behind are visible and you will find the button to add a new comment.
- Documents:
This window lists the (working links of) linked documents.
- Properties:
In this window you will find properties of the process or of the selected process step.
On the left-hand side of these windows, you will also find a vertical green bar split in two. Click on the lower part with the two triangles pointing to the left to see all the information of the windows on the right side next to each other instead of consecutively.
Click the upper part with the triangle pointing to the right to collapse the windows.
Tip!
Double-click on the white background when you see a process in front of you to also see all information from the right-hand side windows next to each other instead of one after the other.