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Edit fact sheet

Manage fact sheets for your own modification set.

Edit fact sheet

You can edit fact sheets.

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 the item you want to change, for example, Process.

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

  7. Click Add. The Add subordinate sheet dialog opens. All sheets you can add are displayed. Typically, the sheets Overview, Steps, Table, RACI, Diagram, Tasks, Documents, and Dashboards are offered.

  8. Select an entry and click Add.

  9. Specify the contents to be displayed in the fact sheet.

    1. Move the mouse pointer to the sheet you want to edit, for example, Dashboards.

    2. Click Edit Edit. The page to edit the sheet opens.

    3. Make your settings.

  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.

Customize fonts and colors

You can customize fact sheets, such as Overview and Steps.

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 User interface.

  5. Click Show advanced settings.

  6. Scroll down to Fact sheets (Overview, Steps).

  7. Customize the colors and font sizes.

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

You have customized the fact sheets of ARIS.

Example 247.

Default Overview fact sheet:

Default Overview fact sheet

Custom Overview fact sheet:

Custom Overview fact sheet


Customize icons and text

You can customize the elements of the Home page.

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 User interface.

  5. Click Show advanced settings.

  6. Scroll down to Tile elements (Quick start, Contact).

  7. Customize the background color and the tile size, color, and font color.

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

You have customized the Home page of ARIS.

Example 248.

Default Home page:

Default Home page

Customized Home page:



Enable/Disable toolbars for a fact sheet

You can enable or disable toolbars for 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 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.

  7. Click Toolbars.

  8. Enable/Disable the toolbars to be displayed on the fact sheet.

To display ARIS with this modification set, select the new modification set for display.

Add a subordinate sheet to a fact sheet

You can add a subordinate sheet to 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 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 Add.

  8. Select a subordinate sheet from the list.

  9. Click Add.

  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.

Change order of the subordinate sheets

You can the change the order of subordinate sheets.

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. Move the mouse cursor over a subordinate sheet you want to move.

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

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

  9. 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. This configuration overwrites the globally defined order of the subordinate fact sheets.

Remove a subordinate sheet from a fact sheet

You can remove a subordinate sheet from 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 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. Move the mouse pointer to the subordinate sheet you want to remove, for example, Overview.

  8. Click Delete Delete.

  9. 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.

What can be configured in fact sheets?

Using fact sheets, you configure how the pages are displayed that open when you click a process in the navigation. The fact sheet for a process includes the subordinate pages you defined in the fact sheet configuration.

Dashboards

You find all information about configuration and use of dashboards in the ARIS Aware chapter.

Enable mini fact sheets

You can enable mini fact sheet for an object.

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 over the item you want to change, for example, Function.

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

  7. Click Mini fact sheet.

  8. Enable Enable mini fact sheets.

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

You have enabled the mini fact sheet for an item.

To display ARIS with this modification set, select the new modification set for display.

Customize display options and properties for mini fact sheets

You can customize the mini fact sheet for objects.

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 Mini fact sheet.

  8. Select a custom layout. If you keep the System layout, the properties cannot be changed.

  9. Move the mouse pointer over the relevant property and click Edit Edit.

  10. Select a custom property template. If you keep the System template, the properties cannot be changed.

    To add a new property group, click Add group. The Select group property template page is displayed. Adjust your settings. Click Reset Back. The Configuration and modification sets page is displayed.

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

You have customized the mini fact sheet of these objects.

To display ARIS with this modification set, select the new modification set for display.

Change property order for mini fact sheets

You can change the order of the mini fact sheets for objects.

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 Mini fact sheet.

  8. Select a custom layout. If you keep the System layout, the properties cannot be changed.

  9. Move the mouse cursor over the property you want to move.

  10. If you want to change the order of a property, click Up Up or Down Down.

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

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

You have changed the order of the mini fact sheets of these objects.

To display ARIS with this modification set, select the new modification set for display.

Delete property from mini fact sheet

You can delete a property from a mini fact sheet of an object.

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 Mini fact sheet.

  8. Select a custom layout. If you keep the System layout, the properties cannot be changed.

  9. Move the mouse cursor over the property you want to delete.

  10. Click Delete Delete.

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

You have deleted a property from a mini fact sheets of this object.

To display ARIS with this modification set, select the new modification set for display.