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Knowledge Center
Modeler
Product Roadmaps
Manuals
Videos
Getting Started
Mapping
Setting up environment
Collaboration
Analysis
Themes
Helpful Tips
Configurations
Release Notes
2024
2023
2022
2021
Examples Library
Events
In-Person Events
White Papers & Case Studies
Whitepapers
Case Studies
Videos
Modeler
General
Work Environment
Brainstorm
Mapping
Layout
Design
Analysis
On-screen reports
Exporting, printing and reporting
Importing
Collaboration
Versioning
Authorization
Sharing and publishing
Global tables
Comments
Findings
Process approval
Viewer (App)
General
Work Environment
View
Diagrams
Navigation
Comments
On-screen reports
Print / Report
Process approval
Publisher
General
Work Environment
Viewing Diagrams
Publishing
Overviews
Test Navigation
Printing, Exporting and Importing
On-screen reports
Teamboard
Introduction
General
Work Environment
Main notions
Teamboards
Exporting and Importing
Configuring a Teamboard
Work Items
Work views
Admin Center
Environment setup
General
Dashboard
General
Modeler
Here you can find the manual of our Modeler. Click on a topic on the left side to see all related articles on the right side.
General
How can I edit my subscription information?
How do I change the named concurrent user?
How do I see the different applications I can access?
What help is available to support me online?
Work Environment
How do I save my work?
What kind of Wizard windows does Engage have?
How can I change the layout of the Modeler workspace?
How do I set up a New Project?
What are the Global Settings used for?
How do I log off? And how do I change my password?
How can I change my preferences?
Can I change the default Project settings?
What are the differences between the Evaluation and Modelling modes?
See more
Brainstorm
How do I create a brainstorm diagram?
Mapping
How can I open and close a process link, subprocess or service?
How can I change what detail/metadata can be included in my project?
Usefull tips when working with the Modeler
How do I draw a process?
How do I create a new project or copy a project?
How do I add information to a processtep?
What do the different icon/step properties mean?
See more
Layout
What is the 'filter' function for and how do I use it?
What is the default process layout and can I change it?
How can I show or hide details of a process diagram?
What are SwimLanes?
Design
How do I return to the automatic layout set up?
Can I turn off the automatic arrangement of steps?
Where do I change the graphical components of an icon?
Can I use Design mode for Brainstorm and Overview diagrams?
Can I reshape the lines drawn in my process?
Can I tweak the design of my process?
See more
Analysis
How do I change the measure settings for analysis?
What properties/measures can I use for my process analysis?
Can I compare evaluations between processes?
How can I evaluate my process?
Can I add a cost to custom types (e.g. material costs or the cost of an application used)?
Can I use the statistics function to get analysis on my processes?
See more
On-screen reports
Can I make a report on all the processes in my project?
How can I generate a report in Engage?
How do I make a multiple cross reference report?
How can I generate an unused item report?
Can I generate an Input/Output report?
Can I make a RASCI report?
Can I make a compressed report view?
How do I navigate the cross-reference report wizard (simple)?
See more
Exporting, printing and reporting
How can I export and print reports and processes from Engage?
Can I export a process?
Importing
How can I import a process into the Engage Process?
How can I import from an Engage Process file?
Collaboration
How do I add, remove or delete group members, roles, users, groups or licenses?
Can I import/export a list of users?
How can I alter the security settings for access to Engage Process?
How can I change the 'users and groups' settings?
What is the 'collaboration' function for?
How can I manage changes made by different users in the environment at the same time?
Can I block a user?
See more
Versioning
What is 'versioning'?
Can I manually create a new 'version' of a project or diagram?
Authorization
How can I authorize who has access to particular projects, diagrams and folders?
What different 'user right' options are there?
How can I see who is authorized for what in a Project or process?
Sharing and publishing
Can I share or publish my processes?
How can I create a 'viewer link' to share my process with others?
Can I see an overview of shared, submitted and published processes?
Global tables
How can I manage 'Tables'?
How can I export/import global types?
How do I use central and local references?
What are 'global tables' for?
How can I manage global and local type names?
How can I use the data stored in a table?
How can I see how global types are being used across projects?
Prefixing global items
How do I search within tables?
See more
Comments
How do I use the Comment Statuses?
What can I do with the 'comments' feature?
How can I change the settings for feedback notifications?
Where can I manage all the notifications?
Findings
What are Findings and how can I use them?
Process approval
What is the process approval mechanism for Enterprise?
Can I get an overview of all processes which need to be approved?
How can I assign approvers to a process?
How do I set up Approvers?
How can I submit a process for approval?
Can I leave a comment about an approval or rejection of a process?
How can I see the 'approval history' of a step?
What are various version states of approving a process?
Who gets notified when a process is approved or rejected?
See more
