Skip to main content

Get help for ARIS

Manage fact sheets

Manage fact sheets for your own modification set.

Add fact sheet

You can add a fact sheet.

Prerequisite

  • You have created your own modification set.

  • You have the Portal administrator function privilege.

Procedure. Procedure

  1. Click Application launcher Application launcher > Administration Administration. Configuration Configuration is displayed.

  2. Click Publication settings > Manage configuration sets. All available configuration and modification sets are displayed. You can edit the modification sets.

  3. Click Edit Edit in the row of the relevant modification set. The Define modification set area opens.

  4. Click Fact sheets on the Define modification set page. The available fact sheets are listed and the Fact sheet tabs area is active.

  5. Click the item whose fact sheet you want to customize, for example, process.

  6. Click Add to add a sheet that is not already added to the process fact sheet. In the dialog select the relevant fact sheet an click Add.

  7. Click Remove Remove for the sheets, you do not want to be provided by the process fact sheet. Globally defined sheets marked by the (global) suffix cannot be deleted.

  8. Move the mouse pointer over a remaining sheet and to the position it should be displayed in Published content.

    1. Click Up Up in the row of a sheet to move it up one position.

    2. Click Down Down in the row of a sheet to move it down one position.

    3. Click Top Top in the row of a sheet to move it to the first position.

  9. Click Toolbars to open the Toolbars area.

  10. Enable the check boxes of the toolbars you want to be shown for the process fact sheet and disable the check boxes of the toolbars you want to hide.

  11. Click Back until the configuration and modification sets area is displayed.

The changes are available to users in Published content. To test the changed modification set, select it for publishing.

To delete the fact sheet, click button_delete Delete. and click Delete to confirm the deletion.

Add fact sheet for a new item

You can add a fact sheet for a new item.

Prerequisite

  • You have created your own modification set.

  • You have the Portal administrator function privilege.

  • You have created a new item.

Procedure. Procedure

  1. Click Application launcher Application launcher > Administration Administration. Configuration Configuration is displayed.

  2. Click Publication settings > Manage configuration sets. All available configuration and modification sets are displayed. You can edit the modification sets.

  3. Click Edit Edit in the row of the relevant modification set.

  4. Click Fact sheets on the Define modification set page.

  5. Click New/Add Add fact sheet. The Create fact sheet dialog opens.

  6. In the Source box, enter the name of new item for which information is to be displayed on this fact sheet.

  7. Click Create. The fact sheet is created. It includes an overview page by default. The selected item is added to the list. As long as no more item properties are assigned to this page, only the name of the item is displayed in the title bar. The overview itself is empty.

  8. Click Reset Back. The Configuration and modification sets page is displayed.

The changes are available to users in Published content. To test the changed modification set, select it for publishing.

Change order of fact sheets globally

You can change the order of fact sheets globally.

Prerequisite

  • You have created your own modification set.

  • You have the Portal administrator function privilege.

Procedure. Procedure

  1. Click Application launcher Application launcher > Administration Administration. Configuration Configuration is displayed.

  2. Click Publication settings > Manage configuration sets. All available configuration and modification sets are displayed. You can edit the modification sets.

  3. Click Edit Edit in the row of the relevant modification set.

  4. Click Fact sheets on the Define modification set page.

  5. Select an item

  6. Move the mouse cursor over the fact sheet you want to move.

  7. If you want to change the order of a fact sheet, click Up Up or Down Down.

    If you want to move a fact sheet to the top, click Top Top.

  8. Click Reset Back. The Configuration and modification sets page is displayed.

To display ARIS with this modification set, select the new modification set for display. If you change the order in a specific fact sheet, this configuration overwrites the globally defined order of the subordinate fact sheets.

Change order of fact sheets for an item

You can change the order of fact sheets for an item.

Prerequisite

  • You have created your own modification set.

  • You have the Portal administrator function privilege.

Procedure. Procedure

  1. Click Application launcher Application launcher > Administration Administration. Configuration Configuration is displayed.

  2. Click Publication settings > Manage configuration sets. All available configuration and modification sets are displayed. You can edit the modification sets.

  3. Click Edit Edit in the row of the relevant modification set.

  4. Click Fact sheets on the Define modification set page.

  5. Move the mouse pointer to an item type, for example, chain. The item type should include Dashboard as a subordinate sheet.

  6. Click Edit Edit. The Edit fact sheet page opens. All subordinate sheets shown on the fact sheet are listed.

  7. Click Edit Edit in the Dashboards row. Move the mouse cursor over Dashboards and click Edit Edit.

  8. Move the mouse cursor over the dashboard you want to move.

  9. If you want to change the order of a dashboard, click Up Up or Down Down.

    If you want to move a dashboard to the top, click Top Top.

  10. Click Reset Back. The Configuration and modification sets page is displayed.

To display ARIS with this modification set, select the new modification set for display. If you change the order in a specific dashboard, this configuration overwrites the globally defined order of the dashboards. If dashboards are also specified for a component, they are grouped and displayed in the order specified.

Delete fact sheet

You can delete a fact sheet.

Prerequisite

  • You have created your own modification set.

  • You have the Portal administrator function privilege.

Procedure. Procedure

  1. Click Application launcher Application launcher > Administration Administration. Configuration Configuration is displayed.

  2. Click Publication settings > Manage configuration sets. All available configuration and modification sets are displayed. You can edit the modification sets.

  3. Click Edit Edit in the row of the relevant modification set.

  4. Click Fact sheets on the Define modification set page.

  5. Move the mouse cursor over the fact sheet you want to delete.

  6. Click Remove Delete. A confirmation prompt is displayed.

  7. Click Delete.

The fact sheet and its overview page is deleted.

The changes are available to users in Published content. To test the changed modification set, select it for publishing.