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Modeler

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Modeler

Here's the manual of our Modeler. Click on an article below to open the article. Click on 'See more' to see all of the articles.

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?

Where can I find manuals, instructional videos, examples, etc.?

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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?

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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?

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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?

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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?

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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)?

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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?

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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?

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?

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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?

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