Document Generation

The Document Generation section of the application is displayed if you have a license for process modeling.

To use this feature, you must have the IPI-ModelerAdmin or IPI-ModelerDesigner security role, as well as the IDM-User security role.

Use the Document Generation feature to generate end-user documentation as DOCX or XSLX files for the selected content, based on predefined document templates. The generated documents are stored in Infor Document Management, under the “IPI_Document” IDM document type.

Document Generation only takes into account the latest approved version of a diagram.

These types of document templates are available:

  • Complete Industry Process Content

    This document provides all the information present against a specific Industry process catalog.

  • Business Process Model with Description

    This document identifies the complete set of events to which the business function should respond to meet its objectives. It describes the future processes that the business should perform to respond to each of these events and identifies each of the activities executed in those processes, at the process level.

  • Business Process Model with Description & Activity Details

    This document identifies the complete set of events to which the business function should respond to meet its objectives. It describes the future processes that the business should perform to respond to each of these events and identifies each of the activities executed in those processes. This document version provides in-depth information with the process information along with the task information in the business process.

  • Business Process Catalog

    This document is used to understand the Infor Industry Process Alignment analysis of the industry process catalog and how it differentiates in the actual project phases of engage and deploy.

  • Business Blueprint

    This document ensures that the delivered solution meets the customer's requirements. The business blueprint describes the process and organizational areas most affected by the solution.

  • Model Link Listing Report

    This document provides a listing of model names with their business code and a navigation URL to the diagram view.

  • Model Link Validity Report

    This document provides an overview of all links that are used in the selected Process Maps and BPMN diagrams. Links that are listed are catch events, throw events, and collapsed subprocesses.

  • Process Characteristics

    This document provides a detailed overview of attributes used on different elements. This can be used for quality purposes such as identifying incorrect business process codes, missing application codes and so on.

  • Role Based Responsibility Mapping Report

    This document provides a matrix overview of the business processes and assigned roles. It helps to identify the responsibilities of a specific role across the tasks to be performed.

Translations for the document templates are available for these languages:

  • Dutch (nl-NL)
  • Japanese (ja-JP)
  • Spanish (es-ES)
  • French (fr-FR)
  • German (de-DE)
  • Chinese (zh-CN)

The translated document template is used according to the language preference set in the User Settings > Localization Settings in the Infor Portal.