The Engage Process Viewer App is the tool for looking at processes and the information captured in them. The Viewer allows you to look at the same process from multiple perspectives. When you click on a process step, you only see the information that belongs to that step. You can also easily zoom in on specific information, for example, the content of subprocesses. Even if the process consists of many steps, you can easily navigate through the process by using the scroll bars on the side and bottom.
In short, the Viewer gives you possibilities that paper cannot give you. Nevertheless, we realise that it is sometimes desirable to print out a process diagram or a process report. That way, you can scribble on the process or you can hang the process diagram on the wall so that it has a strong visual presence within your organisation. Of course, you may also not have the Engage Process Viewer in your current subscription.
From the Engage Process Modeler, you cannot print directly. You always export the process first to another application from where you can actually print the process.
Print process diagram
If you only want to print the process diagram, do as follows:
- Click the logo of Engage Process at the top left and select the ‘Print / Report’ option.
- Select ‘Print diagram’.
- Select whether you want to export the process to PDF or Word. After your selection, a window will appear offering you some options.
- Click <Next> to go through all the options.
- Finally, click <Finished>. A PDF or Word file will be created for you in the background. Your internet browser will automatically come up with a notification that the document is ready in the ‘Downloads’ folder.
- Open the document and print the process diagram from this application.
Print process report
A process report is a document that shows the information recorded with the process and the various process steps. You can also show the process diagram in this process report if you want.
To print a process report, proceed as follows:
- Click the logo of Engage Process at the top left and select the ‘Print / Report’ option.
- Select ‘Print report’. You can now choose to export the process to PDF, Word or Excel. After your selection, a window will appear offering you some options.
- Click <Next> to determine the content of your process report, namely:
o PDF and Word: of which types of process steps, which captured data you want to include in the report in which order and in which layout the document should be drawn up.
o Excel: from which processes you want to include which types of process steps, which captured data in which order in the report.
- Finally, click <Finished>. A PDF, Word or Excel file is created for you in the background. Your internet browser will automatically notify you that the document is ready in the ‘Downloads’ folder.
- Open the document and print the process diagram from this application.