Overviews

Overviews are diagrams that are used in the Engage Process Viewer to facilitate navigation between published processes, brainstorms and other overviews.

Unlike the brainstorm and process diagrams, overview diagrams can be created and updated in the Engage Process Publisher. Moreover, you can import an overview from a file in the Engage format that was exported either from the Engage Process Publisher or  from the Engage Process Modeler. You can also copy an overview and paste it into the Under review pane.

 

When a modeler creates an overview diagram in the Engage Process Modeler he can only prepare its presentation part (so, he decides about its look and feel). The design of the navigation part (i.e., what happens when a shape is clicked) can only be done in the Engage Process Publisher. You, as a publisher, can also update the presentation part of an overview submitted by a modeler.

 

In order to open an existing overview diagram just double click it in one of the panes. You can only edit overviews from the Under review pane. Each time you select an editable overview in the Diagrams pane the Diagram tab will be automatically added to the ribbon.

 

An overview diagram consists of a set of shapes (rectangle, triangle, ellipse, diamond and chevron). A shape can also contain a user provided image. Each shape can be linked to diagrams and/or documents.

Once the overview shapes are linked to other diagrams or documents you can quickly test its behavior as it would be seen by the Engage Process Viewer users.

By creating shapes, and then resizing them, flip, rotate, fill with colors and assign texts you are free to design any overview you want.