Help Center

Knowledge base

• Monarch

  • Introducing BusinessOptix Monarch (2025.1)

• FAQ

  • What browsers does BusinessOptix support?
  • Where is BusinessOptix hosted?
  • What is the current Author Version of BusinessOptix?

• Process Modeling

  • Combining process models
  • Process Events
  • Creating a Process model using BusinessOptix Author
  • Process Activity
  • Process Gateway
  • Verify Model Issues

  See all 20 articles

• Outputs, Reporting, Dashboards & Kanbans

  • Data Source - Component Lookups
  • Dashboards and Data Sources
  • How to Create a Kanban Board
  • How to Configure a Data Source for a Dashboard
  • How to extract a diagram model in Web Author
  • How to set up a standard report model

• BusinessOptix Forms

  • Forms

• Enhancing Models

  • Adding Anchors to Text
  • Adding Images to Work Instructions/Description Fields
  • Create a Variant of an existing Process
  • Creating clickable areas in diagrams in Author
  • Embedding a video to Work Instructions/Description Fields
  • How to create a Form Model

  See all 16 articles

• BusinessOptix Videos

  • BusinessOptix Overview video
  • BusinessOptix Platform Overview video
  • Check out our Entire Video Library on YouTube
  • How to Create a Kanban Board video
  • How to Create Transformation Maps - BusinessOptix video
  • How to Send a Model Through a Workflow Process video

  See all 11 articles

• Library Admin & Governance

  • Administrator's Guide to Managing a BusinessOptix Library
  • Announcement Messages for Library Users
  • BusinessOptix Quick Start Guide
  • Data Privacy and the BusinessOptix platform
  • Library Governance Recommendations
  • Managing Your BusinessOptix Notifications

  See all 10 articles

• Model Governance

  • Managing quality review with BusinessOptix
  • Forms and Workflow
  • Can you check models out while authoring?
  • How to create a Workflow Model
  • How to disable major version editing in BusinessOptix Author
  • Revisions Management

  See all 9 articles

• Process Discovery

  • Create a Process Model from CSV
  • Import a CSV for Process Mining
  • Importing and Exporting models in BusinessOptix
  • Importing Forms from Excel
  • Overview of Process Mining with BusinessOptix
  • Rapid Process Discovery

• User Access

  • Adding a User to a Library
  • Managing Access Controls in Library
  • Managing Groups in Library
  • Managing User List in Library
  • Role Based Views for Viewers
  • Single Sign-On Options

  See all 7 articles

• Platform Highlights

  • BusinessOptix Catch-up email

• Platform Updates

  • Summer 2025 Release Guide
  • Platform Scheduled Releases
  • April 2025 Release Guide
  • February 2025 Release Guide
  • November 2024 Release: BusinessOptix Platform Enhancements
  • September 2024 Release Guide

  See all 30 articles

• Support, Infrastructure and Security

  • BusinessOptix ISO 27001 Certification
  • BusinessOptix library API/URLs

• Maintenance and Incidents

  • US.BusinessOptix.com performance and outages
  • Scheduled Maintenance (UK) - 30/10/2021
  • Scheduled Maintenance (AU) - 16/07/2021

• Cloud Availability

  • BusinessOptix (EU Server - Azure) - Availability
  • BusinessOptix (AU Server - Azure) - Availability
  • BusinessOptix (US Server - Azure) - Availability
  • BusinessOptix (UK Server - Azure) - Availability