Getting started with 2c8 Modeling Tool

Getting started with 2c8 Modeling Tool

Read also: Shortcuts 2c8 Modeling Tool

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Create repository

When you start 2c8 Modeling Tool the first view is the Repository Manager. Repository is the name of your storage space where your models will be saved.

Create a new repository by clicking “plus” in the menu.

Double-click on a current repository to open. If you want to go back to the Repository Manager, click “File – Close repository” in the menu or close the window by clicking the X at the top right corner to return to the Repository Manager.

Create model

In the left panel there is an overview of the different model types (model tree).

Create a new model:

  1. Select model type by clicking on it
  2. Click on the “plus” icon
  3. Type a name for your model in the pop-up.

The created model will show up in the model tree.

If you are not sure about what type of model you should pick, hover over the different model types to read a brief description regarding each type.

Add a description to an object

Add a description to an object:

  1. Right click on the object
  2. Choose ”Properties..”
  3. Type your text under the tab ”Description”

Note that if the description on an object does not appear in the published material or in the report it is because you need to add the description field in the publishing profile (report or web).

Link document to an object

Before adding a document link to an object, you need to create the document link.

Create document link:

  1. Click on ”Document links” in the left panel
  2. Click on the “plus” icon in the menu
  3. Type a title, use browse to find your link on your computer or paste an URL.

When you are done, press OK and your new document link will show up in the left panel.

To add to an object, “grab” the document link and “drop” it on the current object.

When a link is connected to an object you will get a pop up in the lower right corner of the window.

In order for anyone looking at the published material to be able to read the documents linked to your models/objects, the document must be in a common space.

A tip if you have many different types of documents is to use “Types”, such as checklist, instruction, template etc. Then you can easily filter on the type of document when creating lists.

Create breakdown

To show processes on a more detailed level we use breakdowns. When creating a breakdown a link will be set up from the current object to a model where you can specify the process in detail. You can create breakdowns from other types of objects too, and from relations to show the relation in more detail.

Use right click on the object or relation to create a breakdown.

Choose: “Breakdowns – Create new”:

The new model will be opened in a new tab.

Create list

You can create lists that contain, for example, models, activities, or document links.

You can, among other things, use lists in your published material in the menu bar.

Create a new list:

  1. Click on ”List” in the left panel.
  2. Click on the “plus” icon to create a new list.

A new tab appears containing the list.

  1. Filter the result you wish, for example on Objects.
  2. Select additional filters to specify the result more.
  3. Name the list.
  4. Save the list and it will appear in the left panel.

Create layer

With a layer you can control, among other things, how the model content is presented in the published material. A layer is linked to one specific model type and an object type can only be linked to one layer.

To create a layer and attach items to it:

  1. Open a model typ where the layer will be used for example a process modell
  2. Click on “Layers” in the left panel
  3. Click on the “plus” icon in the menu to create a new layer
  4. Type a title, choose an icon and select objects that the layer will contain.
  5. You will get a question asking if you wish to apply the new layer rules on all models of the current type in the repository. If answering “Yes” all objects that have already been placed will adjust to fit the new layer rules. If answering “No” only new objects that are being placed will follow the new layer rules. If clicking “No” you can adjust all objects afterwards by editing the layer and clicking the button “Apply rules to repository”.
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