Knowledge Base
FAQ
Process Modeling
- Adjusting the behaviour of links
- Copying a model or diagram in Author
- Copying and pasting into editors: the best approach
- Correcting and Reversing links
- Creating a Process model using BusinessOptix Author
- Creating more workspace when working in Work Instructions/Description Fields
Outputs, Reporting, Dashboards & Kanbans
- Data Source - Component Lookups
- Dashboards and Data Sources
- How to create Form/Report Combination
- How to Create a Kanban Board
- How to create a Multi-Document Output
- How to create a Multi-Document Output (video)
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 Data Model
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
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
Model Governance
- 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
- Sending a model through a Workflow
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