Frequently Asked Questions

📄️ Frequently Asked Questions

📄️ What does December family refer to? What is it used for?

The Interval Family is defined to determine the status of indicators.

📄️ Can I enable indicator data entries to be entered with integration?

With the integration, you can enable indicator data entries from other applications or databases to be made automatically.

📄️ How do I add a physical document to the ensemble pool?

You can store your documents by adding them to the document repository with the "New document" button from the system definitions`>``>`document menu path to the Ensemble application.

📄️ To which period is the decap/action created from the indicator detail assigned?

Without coming from the döf/action task in the pending works, the date on the detail page is taken as the basis, not the peak date, in the process of opening the döf/action from the indicator detail. Attention should be paid to this date field in the döf/action transactions opened without going over the task.

📄️ What does Use Indicator-Based Data Entry Screen mean?

In standard use, data entries are made in the form of data entry by reaching the indicator after the measurement location is selected. When the "Use Indicator-Based Data Entry Screen" parameter is activated from the model editing screen, it changes in the form of listing the measurement places connected to the indicator after the indicator selection and entering data by finding the measurement location. This input method can be preferred if different measurement location data depending on the display are made by the same users. At the same time, since this data entry method also offers the element hierarchy, it can also be preferred in cases where the hierarchy is observed.

📄️ How to hide specific series in the indicator?

The indicator series are shown on the data entry screen, the indicator detail chart, and the indicator detail chart. The management of this demonstration is carried out specifically for the evaluation method. However, sometimes it may be necessary to hide some indicator series or show a hidden series according to needs. We can do this from the "Series" menu in the indicator measurement location relationship.

📄️ Can a Process Step Be Placed in the Middle of Two Lanes?

A process step can be placed in the middle of two lanes by holding down the Shift key and dragging.

📄️ What is the Business Impact Value, Digital Transformation Discomfort, Process Maturity Level?

Digital Transformation Discomfort Menu

📄️ Can I have the "doing the work" information of the visual model objects displayed around the process step?

In the visual model, the information that does the work in the process step detail can be displayed in an icon around the process step.

📄️ Is it possible to group by columns in the scorecard view?

In the scorecard, grouping can be done according to columns in the "Display on the Basis of Indicators" tab. You can see this selection by right-clicking on the column header to be grouped.

📄️ Is it possible to transfer report cards in bulk?

System Definitions `>`Performance Management`>` Let's open the Score Card menu. On the page that opens, let's click the Download Template button.

📄️ I don't see the indicator and measurement location on the gauge comparison screen.

Indicator On the Compare screen, the indicator and

📄️ HOW TO DEFINE THE MODULE STEP?

📄️ System Definitions- System Parameters-Process Modeling-Objects What is the purpose of the Export to Synergy button?

A process model drawn in the ensemble can be imported into the Synergy product. While the relevant parameter is active, the "Synergy flow" parameter is formed in the process detail. By activating this parameter, the transfer feature of the ensemble process model to the Synergy product can be activated.

📄️ Can I define the measurement locations in bulk?

From the measurement location menu, you can import the measurement locations in bulk via the excel template.

📄️ What is the purpose of the System Definitions- System Parameters-Approval Level Numbers field?

When 0,1,2 level approval is used in the processes, the first approver is 2, the last approver is 0. It is considered a level.

📄️ Can I report pending approvals?

Process Definitions `>``>`can be reported with the "Pending Processes Report for Approval" on the Reports`>``>` page.

📄️ How do I ensure that the default sizes of visual model objects cannot be changed?

The default dimensions of the process step objects in the visual model are defined as 100 in width and 100 in height. It is possible to change these dimensions, and you can change the width and height of the process step you want to change from the System`>``>`Process management`>``>`Process step type menu path by pressing the edit icon next to it and then clicking the "Dimensions" button in the window that opens.

📄️ How do I determine who the process review task goes to?

The "To Whom the Review Task Goes" parameter on the System Definitions `>` System `>` System Parameters `>` General page can determine who the review task will go. This parameter can be selected as process owner (S), process reviser (R), process preparer (H), and limited authorized users (L) in the authorization matrix. The parameter is populated by using the letters S, H, R, and L that represent the roles. The parameter can be used by separating multiple roles with a comma.

📄️ System Parameters-Process Modeling-Objects Show the object associated with the process shaded What is the purpose of this button?

The process steps in the visual model can be associated with different processes or process steps. When the parameter is active, the associated process steps object is shown shaded.

📄️ How to Disable Processes?

Process Inactivation When Using Version Management

📄️ Can I Automatically Bring a Senior Manager of the Process Owner to the Approval Matrix?

The "Automatically come to the approval matrix of the process owner's manager" parameter on the General page of the System Definitions `>` System `>` System Parameters `>` can be activated to add the process owner's manager to the automatic approval matrix. For the parameter to work actively, the process owner must be selected in the process and the process owner must have a manager.

📄️ What Do Process Limits Do?

Process boundaries : allows us to determine the start point and end point of the process in a visual model of a process. For example, the process step can be selected as the beginning and end, or it can be determined by textual expressions such as 'the process starts with such and such a process step and ends with such and such a process step' by writing manually.

📄️ When the process is published, can the people or groups I have determined receive an information mail?

By using the Information Matrix in the processes, it can be ensured that the published processes are notified to the specified people. The information matrix can be used by activating the "Use information matrix" parameter on the System Definitions `>` System `>` System Parameters `>` General page.

📄️ Can I report the links I have added to the processes in document type?

A document in the form of a link (URL) can be added to the process detail or process step details via the "Document" tab. We can also report for draft processes with the "Include Draft Processes" option on the report screen.

📄️ Can I prevent visual model objects from being associated with the process on a type-by-type basis?

System Definitions `>``>` Process Management `>``>` Process Step Types menu The "Cannot be associated with processes" option on the process steps editing screen can be used.

📄️ What is the purpose of TDA Integration on the System Definitions-System Parameters-General-Usage Properties screen?

TDA i.e. Transactinal Data is analyzed. This feature allows integrating data into process steps across different DB sources. For example, the number of expense entries that are pending for approval on the workflow form on the eBA is transferred to a process step in the ensemble.

Frequently Asked Questions