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  1. BusinessOptix
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Knowledge Base

Library

  • Announcement Messages for Library Users
  • BusinessOptix Quick Start Guide
  • What's New with BusinessOptix version 7.0!
  • Library Governance Recommendations
  • Check In/Out from the Browse view
  • How to create a new stencil
See all 7 articles

Author

  • Process Transformation, Planning and Analysis
  • Rapid Process Discovery
  • How to Create a Kanban Board
  • Copying a model or diagram in Author
  • Adding Anchors to Text
  • Creating a Process model using BusinessOptix Author
See all 34 articles

Forms

  • How to create a Form Model

Master Data

  • Master Data and You: Questions answered
  • How to add Master Data to your model

Dashboards and Data Sources

  • How to Configure a Data Source for a Dashboard

Import/Export

  • Create a Process Model from CSV
  • Importing and Exporting models in BusinessOptix
  • Importing Forms from Excel

Manage

  • How to disable major version editing in BusinessOptix Author
  • The Administrator's Guide to Managing a BusinessOptix Library
  • Limiting folder creation to Admins
  • Managing Groups in Library
  • Managing Access Controls in Library
  • Managing User List in Library
See all 9 articles

Outputs (Viewers and Participants)

  • How to tag users in a comment
  • Role Based Views for Viewers
  • Viewing Variant Processes

Process Mining

  • Overview of Process Mining with BusinessOptix
  • Import a CSV for Process Mining

Reports

  • Dashboards and Data Sources
  • How to set up a standard report model
  • How to create a Forms Report Model
  • BusinessOptix Default Reports

Workflow

  • Sending a model through a Workflow
  • How to create a Workflow Model
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