EPC Report Repository
1 Access Management
· Permissions and Licenses (Best Practice)
· User Groups report
· User Security Permissions
2. Administration
· User Creation Details
· Admin Logs Report
· Average Object Level Depth
· User Preferences Report
· Web Sessions historics
3. Analysis and Improvement
· Failure Mode Effect Analysis (FMEA) Report
· Process Complexity Report
· Process Criticality by Maturity Matrix
· Process Flow and Handoffs between Assets and Roles
· Process Flow Times Report
· Process Health Dashboard
· Process Journey Report
· Process Maturity Tracker
· Process Performance Review Report
· Process Risk Assessment Report
4. Architecture, Maintenance and Governance Reports
· Objects by Last Modification Date
· Impacts Count per Object Type Report
5. Asset Management
· Asset Impacts
6. Associations and Impact Analysis
· Asset Relationships Report
· Impact List Report
· Rule Impact List
· Impact Matrix Report
· Indirect Relationship Impact
· Objects Impacts and Associations
· Process Associations Report
· Process Associations Rollup Report
· Relationship Impact List Report
7. Business Continuity
· BCP Object Catalog
· BCP Process Catalog
8. Capability Management
· Process Capability Map
· SWOT Sheet Report
· Transformation Roadmap
9. Collaboration Forum
· Collaboration Register Report
· Closed Collaboration Items
10. Document and Book Management
· Book Generation and Download Report
· Document Identification and approval report
· Document by Org Unit and Sub-types
11. Enterprise Architecture
· Current and Future State Architecture
12. Glossary Management
13. Governance
· Approval Entries Report
· Confirmation Tracking Report
· Objects by Next Review Date
· Objects Published without an Approval Cycle Report
14. ISO 27K – Compliance Accreditation Reports
· Risk Register
· Statement of Applicability
15. Landing Pages
· Starter Dashboard/EPC Dashboard
16. Master Data Management
· Data Dictionary
· Entity List by Category
· Master Data – Asset RASCI Matrix
· Master Data – Role/Org/Resource RASCI & CRUD Matrix
· Master Data Interfaces and Touchpoint
17. Object & Content Management
· Document Register
· KPI Register
· Object Comparison Report
· Object Lifecycle Report
· Object Register (Latest, Never Published)
· Object Register (Latest)
· Objects by Categories
· Process Register
· Role Register
· Rule Register
18. Organization
· All Org units, roles, resources and users
· Org Unit Contents Report
· Tasks executed by Role
· Process Owners and Approvers Compliance Management
19. Performance Management
· Strategy Map Report
20. Process Management
· Aggregate Taxonomy Assessment Report
· Current State Process Framework (Published)
· Maturity Planning Gantt
· Process and Task Register
· Process, Tasks, Flow objects, Assets & Roles
· Processes sorted by Publication Date
· Processes, Flow Objects, Inputs/Outputs, Roles and Assets
· References, Shortcuts and IPLs
· Taxonomy Assessment Report
· SIPOC Report
21. Risk Management
· Control Processes Report
· Controls and associated risks and tasks
· Process Risks by Impact and Likelihood
· RACM – Risk and Control Matrix Report
· Risk Assessment and Controls Report
· Risk Dashboard
· Risk Evolution Report
· Risk Heatmap Rollup Report
· Risk Processes and Controls
· Risks by Impact and Likelihood
22. Roles & Responsibilities
· Object RACI Report
· Process RACI Report
· RACI Matrix
· Role Processes and Tasks Report
· Role RACI Report
· Roles & Responsibilities by ROLE
· Roles and Responsibility by Resource
23. Workflow & Action Management
· Action Monitoring Report
· Harmonization Workflow Kanban Board
· Improvement Request Workflow Kanban Board
· List of Objects with Approvers and Endorsers for a User
”Access
Access Management > Object Security Permissions
Report Purpose: This report presents the level of access granted to a specific object.
Background: Administrators need to review User Security Rights for objects across all environments
Business Rules: This report does not account for users with Administrator rights. Therefore, please review your selected user’s access rights to environments and objects if the report does not return data.
Technical Rules: This report is available only on the EPC 5 DB, which means it reads from the “In Progress” DB not from the “Published” DB, as it uses a function found only in the EPC 5 DB.
Type of Report: Operational
Target Users: Operational Users
Prompts: Language, Environment, Object Type – Single Select, Page 2 Object Name (Multi-Select)
Quick Filters: None
List of UDAs (User Defined Attributes) used : None
Column names in the Tables:
Object Type, Identifier, Object name, First Name, Last Name, Display Name, E-mail, Permissions, Read?
”Administration
Administration > Users by Last Login Date
Report Purpose: This report presents the list of users with their last time login dates to EPC.
Background: Administrators need to review when each user was connected to EPC for the last time.
Business Rules: If a user has never been connected to the tool, the user won’t appear on the list. If a user has been deleted, the data regarding this user would still appear in the Report, showing the last login date of this user.
Technical Rules: This report is available only on the EPC 5 DB, which means it reads from the “In Progress” DB not from the “Published” DB, as it uses a function found only in the EPC 5 DB.
Type of Report: User activity Report
Target Users: Administrators
Prompts: None
Quick Filters: None
List of UDAs (User Defined Attributes) used : None
Column names in the Tables:
Last Login Date, Display Name, First Name, Last Name, email
”Analysis
Analysis & Improvement > Process Performance Review Report
Report Purpose: This report will list all KPIs & their last values, which are associated to the selected Process & their children.
Background: Process Owner & Executives want to know how good are their Processes performing against their KPIs. It gives the possibility to see the KPIs from a Process perspective.
Business Rules: It will also display the KCI & KRI, and their types is specified the Type column. The diagram on the left allows you to have a summary of all the PIs evaluated under a specific Process & to have a global evaluation based on the color code RGB of each PI.
Technical Rules: This report is available on the EPC 5 DB (Latest) & on the EPC 5P DB (Published) , which means it reads from the “In Progress” database & from the “Published” database.
Type of Report: Operations
Target Users: Process Owners, Executives, Operations
Prompts: Language, Environment, Process
Quick Filters: None
List of UDAs (User Defined Attributes) used : None
Column ames in the Tables:
Parent Name, Process Flow Object, Indicator Name, Type, Target, Latest Measure Date, Latest measure Value, Target %
”Asset
Asset Management > Asset Inventory
Report Purpose: This report will list all assets existing in your environment with all of its major metadata.
Background: A concise IT asset inventory report is crucial for optimizing resources, ensuring compliance, and making informed decisions in the organization.
Business Rules: The information in Blue are the Information Security Attributes of the assets. You can use the two quick filters to select an asset or a status of the asset.
Technical Rules: This report is available on the EPC 5 DB (Latest) & on the EPC 5P DB (Published) , which means it reads from the “In Progress” database & from the “Published” database. There is one report for the Latest DB, and one report for the Published DB.
Type of Report: IT
Target Users: IT & Asset Manager, Chief Information Officer
Prompts: Language, Environment
Quick Filters: Asset Name, Status
List of UDAs (User Defined Attributes) used : Service Level Agreement, Business Priority, Business Impact, Security Rating, Service Hours, Data Sensitivity
Column names in the Tables:
Node ID, Asset Name, Status, Last Review Date, Subtype, Asset Owner, Escalation Contact (Su), Document associated
”Association
Association & Impact Analysis > Indirect Relationship Impact
Report Purpose: The goal of the Report is to be able to see the impact of an object with another object through Process & flow objects. For example, you want to know for all your roles, which assets they will be using. Since roles and assets are associated to tasks, their relationship is indirect and not visible in any of their impact. Using this report, you will have the possibility to know the list of assets a role needs to do its tasks.
Background: Many roles within an organization are really keen to know which roles/resources are supposed to use which assets inside the organization. This allow you to have better understanding for each asset, what should be their permissions for each role.
Business Rules: You have to select a Source Object & a Target Object which will be connected through the Process Modules. The Indirect connection will always be through the Process module.
Technical Rules: This report is available on the EPC 5 DB (Latest) & on the EPC 5P DB (Published) , which means it reads from the “In Progress” database & from the “Published” database.
Type of Report: Operations, IT
Target Users: Process Owners, Admin, IT, Operations
Prompts: Language, Environment, Source Object, Target Object
Quick Filters: None
List of UDAs (User Defined Attributes) used : None
Column names in the Tables:
Parent Name, Source Name, Source Type, Relationship Type, Type, Name of Flow Object / Process, Parent Name, Relationship Type, Target Object Name, Target Object Type, Parent Name
”Association
Association & Impact Analysis > Relationship Impact List Report
Report Purpose: This Report will give you the impact for each object of a module that you will have selected. For example, if you choose ‘Process’ as Source object, the report will list for all processes, their direct impact objects, controls, rules, roles, which are associated with these processes.
Background: Managers & Executives want to know the direct impact that each resource & role of the Organization has on its Processes, Policies & daily tasks.
Business Rules: You first have to select the Source object in which you want to see the direct impact. Once the report is there, you can use 3 quick filters to adjust the output : Specify the source name, the target type (only control, or only rules), and the assignement type.
Technical Rules: This report is available on the EPC 5 DB (Latest) & on the EPC 5P DB (Published) , which means it reads from the “In Progress” database & from the “Published” database.
Type of Report: Operational
Target Users: Process Owners, Executives, Operations
Prompts:Environment, Source Object Type
Quick Filters: Object Name, Object Target Type, Assignement Type
List of UDAs (User Defined Attributes) used : None
Column names in the Tables:
Parent Folder Name, Source Version ID, Name, Subtype, Description, Responsible, Relationship Type, Related Object Type, Related Object Subtype, Related Object Name, Related Object ID, Relation Object Description, Justification
”Capability
Capability Management > Capability List
Report Purpose: This report contains 3 tabs. The main goal of this report is to give you an overview of your Business capabilities. Each capability has a card whose color defines its maturity and its impacts are listed within the card. In a second tab, you can visualize the Maturity of all your capabilities in a diagram. In a third tab, you can visualize the SWOT analysis of a capability, by selecting it.
Background: Executives want to have an overview of their Business capabilities, being able to quickly see their maturity and their impact within a click.
Business Rules: None
Technical Rules: This report is available on the EPC 5 DB (Latest) & on the EPC 5P DB (Published) , which means it reads from the “In Progress” database & from the “Published” database.
Type of Report: Strategic
Target Users: Executives
Prompts: Language, Environment
Quick Filters: Select Capability Name (3rd Tab)
List of UDAs (User Defined Attributes) used : None
Column names in the Tables:
”Collaboration
Collaboration Forum > Collaboration Trends Report
Report Purpose:
Content Popularity : List of Stacked histogram that analyses which objects received the most engagement in terms of forum threads and replies by date.
Register : Full list of posts by objects, along with dates, number of replies, and more.
Dasboard : A dashboard for monitoring forum activity in terms of distribution of posts per objects, most liked posts, and general post trends per month.
Open IR Popularity : A Graph & table to track IR popularity (Votes, replies) on your environment.
Billboard : Initiators and most active post repliers
Background: Being able to manage & track all interactions & IR at one glance.
Business Rules: None.
Technical Rules: This report is available on the EPC 5 DB (Latest) & on the EPC 5P DB (Published) , which means it reads from the “In Progress” database & from the “Published” database.
Type of Report: Operations
Target Users: Process Owners, Executives, Operations
Prompts: Language, Environment
Quick Filters: Content Owner, Object Name, Open Month
List of UDAs (User Defined Attributes) used : None
Column names in the Tables:
”Document
Document and Book Management > Book Generation and Download Report
Report Purpose: This goal of this report is to track who downloaded a SOP, on which object, when, and with which template.
Background: As any user is able to download a SOP, Admin want to have a overview of what information has been downloaded, by whom, and was it latest information.
Business Rules: None.
Technical Rules: This report is available on the EPC 5 DB (Latest) & on the EPC 5P DB (Published) , which means it reads from the “In Progress” database & from the “Published” database.
Type of Report: Admin
Target Users: EPC Admin
Prompts: Language, Environment
Quick Filters: User Name, Object Name, From & To Dates
List of UDAs (User Defined Attributes) used : None
Column names in the Tables: Object ID, Object Name, Object Type, Object Version at point of generation, Latest Published Version, Book generation Date, Generated by Usr Name, email, template name, template version at point of generation
”Glossary
Glossary Management > Glossary Dictionary Report
Report Purpose: The goal of this report is to list all terms with their main metadata (Tab 1), display their impacts with associated objects (Tab 2) & responsibilities (Tab 3).
Background: Managers want to display their Organizational terms with impact & responsibilities.
Business Rules: None
Technical Rules: This report is available on the EPC 5 DB (Latest) & on the EPC 5P DB (Published) , which means it reads from the “In Progress” database & from the “Published” database.
Type of Report: Comprehensive
Target Users: Admin, Operational
Prompts: Language, Environment
Quick Filters: Term Name
List of UDAs (User Defined Attributes) used : None
Column names in the Tables:
Set Name, Term Name, Acronym, Identifier, Type, Description, Version, Modified By, Modification Date
”Governance
Governance > Confirmations Report
Report Purpose: This report allows you to track all confirmation notification sent to all users for all published objects. It will list if the user has confirmed & when.
Background: Managers who publish content on EPC want to track that stakeholders have read and confirmed the new publication of an object.
Business Rules: For each new version published, a confirmation notification is sent, which is why the version Column is important in this report. The two quick filter of Object Name & User name allow you to track the confirmation of a specific object, or a specific user.
Technical Rules: This report is available on the EPC 5 DB (Latest) & on the EPC 5P DB (Published) , which means it reads from the “In Progress” database & from the “Published” database.
Type of Report: Operations, Admin, Audit
Target Users: Process Owners, Executives, Operations
Prompts: Language, Environment, Object Type
Quick Filters: Environment, Object Name, User Name
List of UDAs (User Defined Attributes) used : None
Column names in the Tables:
node Type, object Name, Version, Confirming Stakeholder, confirmed ?, Publication Date, Confirmation Date, Confirmation Comments, Is Current Version, Status
”Governance
Governance > Confirmations Tracking Report
Report Purpose: This report will give you the percentage of confirmation accomplished on all objects published that you selected
Background: Once an object is published, Process Owner, Admin Users, Auditors want to track that all stakeholder have confirmed the new release version of an object (New policy, new process, etc.).
Business Rules: Users have 1 month to confirm a new published object on time. After 20 days, the object will be displayed in yellow, and after 30 days, in red.
Technical Rules: This report is available on the EPC 5 DB (Latest) & on the EPC 5P DB (Published) , which means it reads from the “In Progress” database & from the “Published” database.
Type of Report: Operations
Target Users: Process Owners, Executives, Operations
Prompts: Language, Environment, Process
Quick Filters: None
List of UDAs (User Defined Attributes) used : None
Column names in the Tables:
”Master
Master Data Management > Master Data – Asset RASCI Matrix
Report Purpose: A matrix between data entities/attributes and assets. Showcases the degrees of responsibility assets have towards them using RACI, where R = Responsible for storing it / Master Data source, C = Consulted/read from as part of a data flow, I = Informed/written into as part as a data flow
Background: NA
Business Rules: NA
Technical Rules: This report is available on the EPC 5 DB (Latest) & on the EPC 5P DB (Published) , which means it reads from the “In Progress” database & from the “Published” database.
Type of Report:
Target Users:
Prompts: Language, Environment
Quick Filters:
List of UDAs (User Defined Attributes) used : None
Column names in the Tables:
”Object
Object and Content Management > Object Register
Report Purpose: This report will list all objects from all modules selected from EPC, with their metadata.
Background: This report allows you to have a similar list view that you can have in EPC, but with this report all modules are available on the same view.
Business Rules: None
Technical Rules: This report is available on the EPC 5 DB (Latest) & on the EPC 5P DB (Published) , which means it reads from the “In Progress” database & from the “Published” database.
Type of Report: Operations
Target Users: Process Owners, Executives, Operations
Prompts: Language, Environment
Quick Filters: Select Status
List of UDAs (User Defined Attributes) used : None
Column names in the Tables:
”Object
Object and Content Management > Resource Register
Report Purpose: This report will list all resources existing in the selected environment and display the roles each resource has.
Background: To have an overview of resources and their roles at one glance.
Business Rules: None
Technical Rules: This report is available on the EPC 5 DB (Latest) & on the EPC 5P DB (Published) , which means it reads from the “In Progress” database & from the “Published” database.
Type of Report: Operations, Admin
Target Users: Process Owners, Executives, Operations
Prompts: Language, Environment
Quick Filters: None
List of UDAs (User Defined Attributes) used : None
Column names in the Tables:
Resource Name, User Name, Email, No. of Roles, Roles
”Object
Object and Content Management > User Register
Report Purpose: This report will list all users existing in EPC, and inform you whether the user has profile picture, has a resource within at least one environment, and if it is a Modeler.
Background: Admin user need to know if all users are correctly setup within the tool in a quick way.
Business Rules: It is not specific to any language or environments, only about the Application EPC itself.
Technical Rules: This report is available on the EPC 5 DB (Latest) & on the EPC 5P DB (Published) , which means it reads from the “In Progress” database & from the “Published” database.
Type of Report: Operations
Target Users: Process Owners, Executives, Operations
Prompts: Language, Environment, Process
Quick Filters: None
List of UDAs (User Defined Attributes) used : None
Column names in the Tables:
Parent Name, Process Flow Object, Indicator Name, Type, Target, Latest Measure Date, Latest measure Value, Target %
”Performance
Performance Management > Key Indicator Report
Report Purpose: This Key Indicator Report will give performance information about a KPI, such as threshold values, highs, lows, averages and other statistics. It will show a trend chart and a box plot for advanced stats.
Background:
Business Rules: It works for any PI (KPI, KCI, KRI). If the KPI is associated to a process, it will be also displayed, with its hyperlink.
Technical Rules: This report is available on the EPC 5 DB (Latest) & on the EPC 5P DB (Published) , which means it reads from the “In Progress” database & from the “Published” database.
Type of Report: Operations
Target Users: Process Owners, Executives, Operations
Prompts: Language, Environment, Process
Quick Filters: None
List of UDAs (User Defined Attributes) used : None
Column names in the Tables:
None
”Performance
Performance Management > Objective Scorecard Report
Report Purpose: This report has a section with information relating to the selected objective (versioning, RACI data, score distributions. It has a second section presents all KPIs stored within it in cards. Each card is color coded by that KPIs performance. Provides KPI data relating to latest measurements. Report drills through to the Key Indicator Report.
Background: Process Owner & Executives want in a visual & fast way how are their objectives are performing.
Business Rules: It will also display all PIs (KPI, KCI, KRI) under the selected objective. The diagram on the right gives a performance distribution diagram of the objective, based on latest values of each PI.
Technical Rules: This report is available on the EPC 5 DB (Latest) & on the EPC 5P DB (Published) , which means it reads from the “In Progress” database & from the “Published” database.
Type of Report: Operations
Target Users: Process Owners, Executives, Operations
Prompts: Language, Environment, Objectives
Quick Filters: Objective
List of UDAs (User Defined Attributes) used : None
Column names in the Tables:
NA
”Process
Process Management > Aggregate Taxonomy Assessment Report
Report Purpose: This report gives a formatted list that identifies any missing information that should be included in process documentation.
Background: When modeling a Process, there are general standards required to make sure the process will be understood, such as Description, Accountable, Start & End, etc. This report will tell you if your processes are respecting the general standard.
Business Rules: If an information is missing, it will be displayed in red.
Technical Rules: This report is available on the EPC 5 DB (Latest) & on the EPC 5P DB (Published) , which means it reads from the “In Progress” database & from the “Published” database.
Type of Report: Operations
Target Users: Process Owners, Executives, Operations
Prompts: Language, Environment, Process Name
Quick Filters: Process Name
List of UDAs (User Defined Attributes) used : None
Column names in the Tables:
Name, Has Description?, #Owners, RACI, responsible, Maturity Level, Review frequenct, Path Level, #Tasks, #Start Events, #End Events, #Key Indicators, #Documents, #Rules
”Process
Process Management > Process, Tasks, Flow objects, Assets & Roles
Report Purpose: This report is a Process Tree hierarchy with cascading Prompts. It will display all processes from your Process tree in a cascading way up to 7 levels.
Background:
Business Rules:
Technical Rules: This report is available on the EPC 5 DB (Latest) & on the EPC 5P DB (Published) , which means it reads from the “In Progress” database & from the “Published” database.
Type of Report: Operations
Target Users: Process Owners, Executives, Operations
Prompts: Language, Environment, Process Level
Quick Filters: None
List of UDAs (User Defined Attributes) used : None
Column names in the Tables:
Process Set Name, Process Level 2, Level 3, Level 4, Level 5, Level 6, Level 7, Flow Object sq number, flow object name, flow object description, flow object type, assets, roles, documents
”Workflow
Workflow and Action Management > Action Analytics Report
Report Purpose: Dashboard featuring counts of all open actions by type and user. Provides action aging stats and provides trend charts showing activity over a period of time.
Features a list with all open action, the associated user, the action’s age and many filters for filtering the register and dashboard.
Background: Admin need to track ongoing action within EPC.
Business Rules:
Technical Rules: This report is available on the EPC 5 DB (Latest) & on the EPC 5P DB (Published) , which means it reads from the “In Progress” database & from the “Published” database.
Type of Report: Operations
Target Users: Process Owners, Executives, Operations
Prompts: Language, Environment
Quick Filters: Object Type, Workflow Stage, Username
List of UDAs (User Defined Attributes) used : None
Column names in the Tables:
Action Type, Object Type, Object Name, Version, Open Date, Days open, Approval deadline date, Publication Deadline date, Action Owner