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Modeler

Exporting, printing and reporting

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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