| File |
| |
New Visio Process Map |
|
Start a new map in Visio (see Tutorial Step 1). |
| New Excel Process Map |
|
Create a new map in Excel (see Working in Excel). Excel opens with the sample Triaster Excel template. |
| Save All Maps in Visio |
|
Load all process maps in the Multi-Map Root folder into Visio, test for errors, upgrade and save.
See User Actions Required panel for debug information. |
| Enable Triaster in Selected Maps |
|
For selected maps only, enable Triaster functionality next time the file is loaded in Visio. |
| Enable Triaster in All Maps |
|
For all maps, enable Triaster functionality next time the file is loaded in Visio. |
| Generate Matching Rules File... |
|
Output a file containing the default mappings from Visio shapes to Triaster shapes.
This file can then be edited to define matching rules for shapes in non-standard diagrams. |
| Exit |
|
Close Process Navigator. |
Edit |
| |
Replace Hyperlink* |
|
Find and replace a hyperlink in Activities, Deliverables, Nodes and Hyperlink circles in all loaded process maps (see Replace Hyperlink) |
| Replace Data* |
|
Find and replace specific text in Activities, Deliverables and Nodes in all loaded process maps (see Replace Data) |
| Replace Shape* |
|
Replace a shape in loaded process maps with a shape from a new stencil (see Replace Shape) |
| Select All |
|
Select all listed process maps (keyboard shortcut: Ctrl A) |
| Load All |
|
Include all listed process maps in the processing scope. Load State changes to Loaded (keyboard shortcut: Ctrl L) |
| Unload All |
|
Exclude all listed process maps from the processing scope. Load State changes to Not Loaded (keyboard shortcut: Ctrl U) |
View |
| |
Refresh |
|
Refresh list of process maps.(keyboard shortcut F5) |
Tools |
| |
Options... |
|
Change configuration and settings for Process Navigator (see Options) |
| Mapping Options... |
|
Change settings used in Visio to create process maps (see Mapping Options). |
| Run Task Set* |
|
Run an automated set of tasks as specified in a task definition file (see Task Sets). |
| Repeat Run of Last Task Set* |
|
Run the task set used in the last Run Task Set action (see Task Sets). |
| Preview Retained HTML |
|
Display listofhtml.xml in text editor for troubleshooting and testing purposes.
To use this feature, ensure the Intranet location is set correctly for your library (see Options). |
| Unlock Selected Maps Pending Approval |
|
If when you try to load a map it shows as Pending Approval, but cannot be found as awaiting Approval in Prelive, this option allows to unlock the map in the Sandpit for editing. |
| Re-attach Stencils |
|
This will re-attach a template and stencil to the loaded maps. |
Multi-Map |
| |
Refresh Off-Page Connectors |
|
Refresh Off-Page Connectors across all deliverables in process maps loaded within the Multi-Map root. (see Refresh Off-Page Connectors) |
| Delete All Off-Page Connectors |
|
Remove off-page connectors to remove links between deliverable in process maps loaded in the Multi-Map root. |
| Refresh Levels |
|
Update the Level Node Property based on the currently computed Level and taking into account any Offset property. |
| Generate Next Level |
|
Create an overview process map from several lower-level maps (see Generate Next Level and Tutorial: Generating the Next Level) |
| Generate Process Hierarchy |
|
Create a hierarchy showing the Activities within each Node, any subsequent drill-downs and documents that are linked from the process maps loaded in the Multi Map root (see Generating a Process Hierarchy) |
| Generate End-to-End Diagram |
|
Create a diagram showing a complete process pathway from a starting deliverable to one or more selected end points (see Generating an End-to-End Diagram) |
| Generate Planning Chart |
|
Create a planner-style chart from Map data (see Generate Planning Chart) |
Export |
Database Wizard |
Save all captured data: Activities, Deliverables, Nodes and all their Properties in standard database format (see Export to Database Wizard) |
| HTML Wizard |
Publish loaded maps to a HTML format to be viewed via a web browser (see Export to HTML Wizard) |
| Process Navigator XML Hierarchy |
Create XML hierarchy file from all loaded maps (see Export to Process Navigator XML Hierarchy) |
| Process Navigator XML Catalogue |
Create XML catalogue file from all loaded maps (see Export to Process Navigator XML Catalogue) |
| Microsoft Office Project XML |
Export process Nodes, Activities and time attributes to Microsoft Project (see Export to Microsoft Office Project XML) |
| Multiple Microsoft Office Excel Files |
Export loaded maps to create an Excel document for each process map (see Working in Excel) |
| Single Microsoft Office Excel File |
Export loaded maps to create a single Excel document (see Working in Excel) |
| Microsoft Office Visio VSD Files |
Convert loaded process maps to standard Visio files. |
Import* |
Generate Maps from an XML Catalogue* |
Import process maps from external systems in XML (conforming to the correct file format see Customising the Properties file). |
| Generate Maps from Excel Files* |
Create process maps from Excel files (see Working in Excel) |
| Generate Maps from Visio VSD Files* |
Import process maps from a standard Visio VSD format. Maps created using Triaster’s standard Visio template can be imported and added to other process maps within the process library. Other maps will be converted to VDX format but will need to undergo a shape replace to conform to the Triaster requirements. |
| Upgrade maps to Visio 2013 VSDM |
|
Only displayed if you are running Visio 2013 and the Process Navigator map store contains one or more maps in the VDX file format (see Upgrading to Visio 2013). Use this command to convert maps to VSDM file format (to be compatible with Visio 2013). |
Process Metrics |
| |
Generate Process Status Report |
|
Generate a Microsoft Word and PDF Process Status Report containing a summary of the simulation results. Also generates a compiled Microsoft Excel model containing the complete data set. |
| Generate Process Comparison Report |
|
Generate a Microsoft Word and PDF Process Comparison Report of key Six Sigma and Cost, Effort, Time data assuming each sub-folder is a variant of the As-Is process. |
| Display Properties |
|
Display, hide or delete process metrics properties on Visio maps opened from Process Navigator.
|
| Save Default Process Metrics File... |
|
Generate a process metrics.xml file from the hardcoded default to use as a starting point for further customisation. |
Data Managers* |
| |
Create New Data Manager... * |
|
Use a Data Manager to maintain and synchronise data stored within process maps synchronising changes between Visio and Excel versions of the process maps (see Creating a Data Manager). |
| Edit Existing Data Manager Settings... * |
|
| Synchronise... * |
|
| Synchronise All Data Managers* |
|
Reports |
| |
Generate Report |
|
Run a custom report from an installed report definition file or XML Catalogue File. Process Navigator is supplied with several standard reports such as All Mismatched Deliverables or Non-Triaster Shapes. You can download and install other reports from the Report Exchange. |
Feedback |
| |
Join Ask the Crowd |
|
This will open the sign up page for Ask the Crowd and allow users to get started using Ask the Crowd, Triaster's feeback tool. |
|
Add a feature request |
|
This is a link that will take the user to the 'Process Navigator' Topic in Triaster's crowd on Ask the Crowd.
Where the user could submit a suggestion detailing their feature request idea. |
|
Report a Defect |
|
This is a link that will take the user to the 'Process Navigator Defects' Topic in Triaster's crowd on Ask the Crowd.
Where the user could submit a suggestion detailing their defect. |
Help |
| |
Getting Started Guide |
|
Open PDF version of Process Navigator’s Getting Started Guide. |
| Process Navigator Help |
|
Access Process Navigator’s online Help. |
| Activation Status |
|
View activation and licence information. |
| Check for Updates |
|
Check online for software updates. |
Process Navigator on the Web |
Support Home |
Access online support on Triaster’s website, knowledge base, or support forum.
Need further help? Contact the Triaster Support team by e-mailing support@triaster.co.uk or by calling us on 0870 402 1234. |
| FAQs |
| Knowledge Base |
| Support Forum |
| About Process Navigator |
|
View software version information. |