1. 0 eCPIC User Training: Dependency Mapper These training materials are owned by the Federal Government. They can be used or modified only by FESCOM member agencies.

2. 1 Overview  The Investment Dependency Mapper enables users to graphically display the relationships among investments.  Relationships are defined as supporting (input) investments and/or dependent (output) investments.  While viewing your investment within eCPIC, the dependency table displays all supporting investments. The table shows the supporting investment name, supporting investment UPI code, dependency description, critical dependency, external dependency, dependency type, and impact.

3. 2  Select the link to add a new dependency type, which will prompt administrators to add a dependency name and description.  Enter the desired dependency information and save your update.  Once the update has been saved, the new dependency type will be available to users within the investment module.  Within the admin module, system administrators are able to customize and manage dependency types as they are applicable to their current portfolio. As relationships become obsolete, or a group of investments reach the end of lifecycle, administrators can deactivate the dependency type from list of available field options.  To update the dependency type listing in the admin module, navigate to: Field Management > Manage Dependency Types. Managing Dependency Types Admin Module Investment Module

4. 3  To add the ‘Dependency Table’ field to a new or existing process, navigate to the process builder area within the admin module. Adding the Dependency Table to a Process  Note: For additional information on assigning fields to a new or existing process, please refer to the eCPIC Custom Processes training module. 1)Assign the field from the ‘Unassigned Fields’ list by clicking the next to the field’s name, followed by the button. 2)With the field added to the ‘Assigned Fields’ list select to complete and save the changes. 1 2

5. 4 Assigning Investment Relationships  To view the dependency table within the investments module, navigate to the process where the new field has been added.  With no existing relationships previously established for the investment, the table will appear with only column headers.  Investment owners can assign the relational dependencies to the table by adding the component information, shown in the image below. Component Information Column Headers

6. 5 Adding an Internal Investment Relationship Dependency  Click on the Investment drop-down box to assign a supporting investment within your agency’s current portfolio, or select the ‘External Dependency’ checkbox to enter a dependency that is external to your agency.  Once the external dependency checkbox has been selected, the user will be required to enter the ‘Investment Name’ and ’Investment UPI Code’, as this information is not maintained within your agency’s database.  As shown in the screenshot above, enter a thorough explanation in the dependency description field and select the ‘Critical Dependency’ checkbox to identify a critical investment input.  In the ‘Dependency Type’ field, select the type(s) of relationship you are inputting.  In the ‘Impact’ text area, explain the consequences of archiving the supporting investment and any data replacement strategies if the supporting dependency is no longer available.  When all component information has been entered, click the button. eCPIC Tip: As a best practice, when users add an external dependency, the description should include any agencies, laws, rules and regulations that may relate to the supporting investment.

7. 6 Edit or Delete an Investment Relationship  Once the investment relationship is added to the table, dependencies can be edited, updated, or deleted from the list of established relationships.  Selecting the link will allow the investment owner to modify the dependency description, critical relationship checkbox, dependency type, and impact that the supporting investment has on the relationship. When the modifications have been completed, click the link, followed by the icon at the top of the table.  To eliminate a relationship within the dependency table, select the link, followed by the icon. By clicking the ‘Edit’ link for each supporting investment, changes can be made to other fields in the row.

8. 7 Dependency Table Icons  The dependency table provides users multiple icons to visualize and report the investment relationships. In addition, users can select either of the UPI icons listed in the table below to automatically populate the Exhibit 300 field within an investment. IconIcon NameIcon Description Run Relationship MapperAllows users to graphically visualize the input and output relationships between investments in eCPIC. Generate Dependency ReportA report showing all supporting (input) investments and dependent (output) investments for the current investment. Export to ExcelExports data to a Microsoft Excel worksheet. Export UPIs of Dependent InvestmentsPopulates the Exhibit 300 field with the UPI codes of all of the investments this investment depends on. Get UPIs for “Depends On” InvestmentsPopulates the Exhibit 300 field with the UPI codes of all of the investments that depend on the current investment.

9. 8  The Relationship Mapper allows users to graphically visualize the input and output relationships between investments established within the dependency table. Run Relationship Mapper  As shown in the image above, hover the mouse over an investment name and the relationship mapper will display the input and output relationships that exist.  Users can click on any of the investment names listed in the image and the page will instantly reload, displaying the relationships that exist for the selected investment.  Additionally, users can click and drag an investment name to rearrange the web structure view.

10. 9 Navigating and Viewing the Relationship Mapper  The relationship mapper allows users to visualize relationships in multiple views, as well as provides easy navigation from one investment to another. To enhance the viewing and navigation features, the mapper offers an array of icons and zooming capabilities to the left side of the image.  Navigate between investment relationships by selecting the and icons at the top left corner of the mapper.  The Fit Map To Screen icon allows a quick rearrangement of the image so that it is located within the center of the screen.  The Rearrange Data Web icon will reset the investments to their original positions, should the user be dissatisfied with the structure after making adjustments.  The relationship mapper has a built in Print feature, which allows users to print the dependency mapper and the identified input/output types.  Use the Zoom In or Zoom Out icons to enlarge or contract the size of the image, or simply drag the zoom level to the desired view. Fit Map to Screen Next and Back Arrows to navigate investment relationships Rearrange Data Web Print Zoom In Zoom Out

11. 10 Generate Dependency Report  A dependency report can be generated to show all supporting investments and dependent investments for the current investment. This report is generated by selecting the icon (found on the top right of the dependency table page) with an example of the output below:  The report details the following sections:  Supporting Investment Name - The list of investments from which the current investment receives input from.  Dependent Investment Name - The list of investments to which the current investment provides output to.  To export the dependency report into an Microsoft Word or Excel file, select the icons on the top right of the report screen.

12. 11 Export Dependent Investment UPIs  When viewing the dependency table, select the icon to instantly populate the dependent investments’ UPI codes. Once the icon has been selected, the supporting investments’ UPI codes will be automatically displayed within the Exhibit 300 field: “If this investment is significantly dependent on the successful implementation of another investment(s), please provide the UPI(s). (comma delimited).”  Prior to selecting the icon, the field below will appear blank:  After selecting the icon, investment owners will be able to view the updated codes that have automatically been exported in the Exhibit 300: Before After

13. 12 Get Depends On Investment UPIs  To populate the dependent investments’ UPI codes, select the icon. The UPI codes will be instantly displayed within the field: “Provide the UPI of all other investments that have a significant dependency on the successful implementation of this investment. (comma delimited).”  Prior to selecting the icon, the field below will appear blank:  After selecting the icon, investment owners will be able to view the updated codes that have automatically been exported in the Exhibit 300: Before After

14. 13 Further Reading Further Reading– Refer to the following sections of the eCPIC Administrator & User Guides for additional details on the material covered in this training session:  Administrator Guide Section 5.6: Manage Dependency Type  User Guide Section 4.22.2:Investment Dependency Table