Standard reference models are shipped by the Stages customer care team either after your order arrived or a new/updated reference model became available as part of your subscription or maintenance contract.

Reference models are shipped as ZIP files.

Some reference models are subject to intellectual property by a third party. This intellectual property is not transferred as part of an order, so you need to make sure you have a license contract to electronically process the reference model content. Depending on your contract, you may need to limit the number of users that can access the reference model.

Use the Administration > Workspaces menu to create a new workspace for the reference model to be installed. Typically, reference models are located directly under the root workspace in a “Reference Models” workspace.

To assure compatibility with other reference models or process frameworks, we recommend to use the following standard names for workspaces:

Note: make sure you do not add any additional spaces in the workspace name.

Go to the Process menu and select the Import operation to import the reference model ZIP file.

The import should complete without warnings.

If warnings occur, please contact the Stages Customer Care team.

In case Stages has created an empty process version V0 (version 7.8 and later), this version needs to be deleted via Management > Versions.

Next, check that the process kind is set to “Reference Model” under Managment > Settings.

The reference model is now ready to be used for mapping via Management > Compliance.

Note: the search engine may need some time to update, so directly after installation, you might need to use “Browse reference models” to find it.