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: this is the menu that appears when you click on the ‘File’ tab.
- 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.
- Overview: this is a page with clickable figures for navigating to processes in the Viewer.
- Cross-references: this refers to reports. 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 Publisher, namely:
- The process diagram in document form.
- A standard present or a report created by yourself using ‘Cross-references’.
Workspace:
The Publisher workspace (see below) consists of a number of components. You can bring out, hide or move some of these components. This allows you to create and save your desired layout of the application.