Basic concepts and how do I change the workspace?

This article explains the basic terminology used within the Engage Process Publisher. These terms may not be immediately clear to all users.

In addition, this article provides a brief explanation of the Publisher workspace and how it can be customised to suit your preferences.

Basic concepts

Workspace

The workspace refers to the layout of the application. It includes the visibility, position, and arrangement of the various windows within the Publisher.

Main menu

The main menu is accessed via the File tab. It provides access to general application functions.

Waffle menu

The waffle menu is located in the top-right corner of the application. It allows you to start or switch to another Engage Process module.

Diagram

A diagram is the collective term used for:

• Processes

• Brainstorms

• Overviews

Overview

An overview is a page containing clickable elements that allow navigation to processes in the Viewer.

Cross-references

Cross-references are reports generated within the Publisher. These can be simple cross-references or more advanced reports. In principle, almost any type of data can be reported on.

Reporting

Within the Publisher, reporting refers to two different outputs:

• A process diagram presented in document format

• A standard presentation or a custom report created using cross-references

Workspace

The Publisher workspace consists of several components.
Depending on your preferences, these components can be:

• Shown or hidden

• Moved to a different position

This allows you to create a personalised workspace layout. Once configured, your layout can be saved for future use.