Initial overviews

There are two ways of accessing a particular diagram in the Engage Process Viewer. A user can click this diagram in the navigation pane or he can click a shape in an overview where this diagram is linked.  If only the second way is preferred the starting point must be somehow specified. This is done by initial overviews.

An initial overview is an overview diagram that is shown in the Engage Process Viewer when it is open for a particular user.

You can specify what is the initial overview for each user or a group of users. Initially, there are no initial overviews, so the diagrams (at least the first one) can only be accessible from the navigation pane (then, it is not very wise to hide the navigation pane in the viewer settings).

Press the Viewer initial overviews button in the Viewer group of the Home tab. The following dialog, similar to the Authorization dialog, appears:

There is always at most one overview specified for a user, a group or the organization. Select this overview in the Assigned overview combo box. This combo box will show you the list of all published overviews. Press Add user/group if you want to specify a particular initial overview for another user or group  (in the description of the authorization dialog you will find how to add and remove users and groups and how to inspect the membership).

After adding a new user or group you will see the name of its inherited initial overview in the Used overview column.(In the example above, the user inherits the Top overview from his organization.). Select another overview the Assigned overview column to override the inherited one.

Press the OK button to confirm your initial overview settings for the Engage Process Viewer users.

You can see the summary of the initial overviews for all users and groups in your organization if you press the Initial overview report button of the REPORT tab  in the ribbon.