Understand the Map Editor

Create and Edit your Process Maps in the Map Editor.

The Map Editor is where you can create and edit your Process Maps. To view the Map Editor go to the Add Map page:

• If you are in the Library section of Process Library (SaaS) click the Admin button at the top right of the screen.
  
• To return to the Library click the Library button at the top right of the screen.
  
• Click on the Add Map menu item in the My Library section of the menu. 
• The Map Editor is made up of:

• • The page
  • A text formatting bar at the top of the screen
  • An editor toolbox on the left hand side of the screen
  • A viewing options box at the bottom left of the screen
  • A style options button at the bottom right of the screen

The Page 

• The page starts out as blank until you begin to build your Process Map.
• You can adjust the page in the viewing options box and drag and drop shapes onto it from the toolbox. 

Text Formatting Bar 

• From the text formatting bar Authors can adjust the text font, style, size and colour from the relevant dropdown buttons.
• This can be applied to the text throughout the entire map or on a section by section basis by highlighting the relevant text.
  
  
• The text formatting bar also contains four auto-layout buttons, these automatically rearrange your process maps in the direction you choose: left-to-right, right-to-left, top-to-bottom or bottom-to-top. The direction name will appear when you hover over each option.
  
  
• Below the text formatting bar is an undo and redo button to undo or redo any actions that have recently been performed. 
  
  

Toolbox

• The toolbox is what you will use to do the bulk of your process mapping, it is made up of two sections, the Process section and the Hyperlink section, with a search bar at the top which you can use to locate your chosen tool from the toolbox. 

• Process Mapping shapes can be dragged from the toolbox onto the page as you create and edit your Process Map. 
• The shapes featured are: Deliverable, External Deliverable, Handover Deliverable, Start/End Deliverable, Activity, External Activity, Decision, External Decision and Note.
• The names of each of the shapes are displayed when you hover your mouse over them. 

• The Hyperlinks can be dragged from the toolbox onto the page so you can easily insert links to important documents, emails, other process maps and more to your process map.   
• The Hyperlinks featured are: home, info, mail, up arrow, right arrow, down arrow, left arrow, question mark, folder, search and camera. The name of each Hyperlink is displayed on mouse over.  

Viewing Options 

• From the viewing options box at the bottom of the page users can zoom in and out using the dropdown, make the map fullscreen, export to SVG, PNG and JPEG, plus edit the map settings by clicking on the cog image.  

• From the map settings you can adjust the units, show or hide the grid, enable the shapes to snap to the grid (we recommend having this off), change the grid size, change to simple view and show or hide the toolbox. 

Style Options Button

• Click on the viewing options button to open the viewing options pop-up, from here Authors can update the process map style, layout and diagram, from the relevant tabs.
• From the style tab Authors can adjust the text font, style, size, colour and text position, change the object style and update connector style, using the relevant drop downs or buttons. 
  
  
• The Layout tab contains four auto-layout buttons, these automatically rearrange your process maps in the direction you choose: left-to-right, right-to-left, top-to-bottom or bottom-to-top. The direction name will appear when you hover over each option.
  
  
• From the diagram tab Authors can adjust the page dimensions, orientation and map background colour using the dropdown lists.