Custom get started with 2c8 Modeling Tool

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In the section “Get started with 2c8 Modeling Tool” below we will go through these topics

Create repository
Create model
Add description
Create a document link
Create a breakdown
Create a list
Create a layer

Get started with 2c8 Modeling Tool

Create repository

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

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

Create model

In the left panel you have an overview of the different model types (in the model tree). When you have created a new model it 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.

To create a new model:

In the model tree, select the desired model type.
Click on the plus sign in the menu.
Write the name of your model in the pop-up.

Quic draw

Quick draw will facilitate your future modeling experience. It is created to make you modeling faster and easier. With the help of the arrows surrounding the hovered object, you get suggestions of what objects are suitable to be placed around the already laid out object. The new object will automatically get a relation between them and be placed on a reasonable distance.

Add a description

Texts describing how e.g. an activity should be performed is explained and added as a description to the object. When models are published to the web the desriptions are visible in the side panel and in the pdf document that is automatically generated.

Add a description to an object:

Right click on the object.
Choose ”Properties..”
Write your description 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).

Create a document link

You create links for policies, templates and checklists. The documents become accessible to end users via the side panels and through lists and matrices. To link documents to objects, you must first create your document link. 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 stored in a shared folder.

Create a document link:

Click on ”Document links” in the left panel
Click on the plus sign in the menu
Write 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.

A tip, if you have many different types of documents you can use “Types”, e.g checklists, instructions, templates etc. Then you can easily filter on the type of document when creating lists.

Create a 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 of course create breakdowns from other types of objects in 2c8 as well. Breakdowns can also be created from relations to show the relation in more detail.

Right click on the object or relation to create a breakdown:

1. Breakdowns – Create new – Desired model type.
2. The new model will be opened in a new tab.

Create a list

Lists are for displaying e.g. all positions or documents. By clicking on a position you can see its organizational affiliation and the process / activity it performs or is responsible for. A list can be combined with another list and then create a matrix to see the different relationships and connections.

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:

Click on ”List” in the left panel.
Click on the plus sign to create a new list.
A new tab appears containing the list.
Use the filters to show the result you want, for example on Objects.
Select additional filters to specify the result further.
Name the list.
Save the list and it will appear in the left panel.

Create a 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. Layer is used to hide information and by doing so increase the readability.

To create a layer and attach items to it:

Open a model type where the layer will be used for example a process modell
Click on “Layers” in the left panel
Click on the plus sign in the menu to create a new layer
Write a title, choose an icon and select objects that the layer will contain.
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”.