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Basic concepts and how do I change the workspace?

This article explains the most important terms and interface elements used in the Engage Process Viewer. It also provides a brief overview of the workspace and its components.

Basic concepts

Workspace
The workspace refers to the layout of the application. It determines which windows are visible and where they are positioned.

Main menu
The Engage Process logo in the top-left corner of the application. Clicking this opens the main menu.

Waffle menu (icon)
The 3×3 grid icon in the top-right corner of the application. Use this to start another Engage Process module.

Diagram
A collective term for processes, brainstorms, and overviews.

Cross-references
Used for reporting. These can be simple cross-references or more advanced reports. In practice, almost any data can be reported on.

Reports
In the Viewer, reports can refer to:

  • A process report, which exports the process diagram and related data to PDF or Word.

  • A standard preset report or a custom cross-reference created by the user.

Workspace overview

The Viewer workspace consists of several fixed components. Some windows can be shown or hidden, but the overall layout is largely static.

 

Top bar

  • Left: the Main Menu button (Engage Process logo).

  • Right:

    • Question mark icon for access to the Knowledge Centre and Support

    • Waffle menu to open another Engage Process module

At the top left of the workspace, additional options are available to show or hide information or to change how the process is displayed.

Main menu

Clicking the Main Menu button opens a window with navigation and configuration options.

On the left side, diagrams are grouped by category. Depending on your subscription, you may see:

  • Published – approved diagrams, often organised in folders

  • Shared – diagrams shared with you

  • For approval – diagrams awaiting approval 

On the right side, you will see an overview of the diagrams in the selected category. Use the search field at the top to quickly find a specific diagram.

 


Right-hand windows

Depending on your configuration, the following windows may be available on the right-hand side:

Description
Displays the content of the Description field from the Modeler. Comments and notes are also shown here.

Documents
Lists all linked documents (as clickable links).

Comments
Shows existing comments and allows you to add new ones.

Properties
Displays properties of the selected process or process step.

History
Shows the version history of the diagram, including implemented comments per version.

 

Tip

💡 Tip
Double-click on the white background of the diagram to display the information from the Description, Documents, Comments, and Properties windows one after the other.