Processes

Prerequisites

Role
- View processes, process information, and properties
  
  User or Expert or Administrator
- Edit processes, create and assign tags, assign facilities
  
  Expert or Administrator
- Manage/delete processes
  
  Administrator
The user is logged on to the Web Portal.

Procedure

In the menu, click Master data management > Process > Processes.

The Processes tab appears with the following areas:
Process list (left-hand pane)
Working area (right-hand pane)

For more information about the Processes tab, see the following sections.

Create process

Click .

The Create process dialog appears.
Enter details:
- In the Process number field, specify the number of the process.
- In the Name in English text field, enter the English name of the process.
- In the Name in German text field, enter the German name of the process.
- In the Name in Spanish text field, enter the Spanish name of the process.
- In the Name in Chinese text field, enter the Chinese name of the process.
- In the Name in Turkish text field, enter the Turkish name of the process.
- In the Description in English text field, enter the English description of the process.
- In the Description in German text field, enter the German description of the process.
- In the Description in Spanish text field, enter the Spanish description of the process.
- In the Description in Chinese text field, enter the Chinese description of the process.
- In the Description in Turkish text field, enter the Turkish description of the process.
Click Add.

The new process appears in the selection list.

Import process

Process data can be imported using a json file. It must be ensured that the process data within the file corresponds to the following schema.

\{
"items": [
\{
"processNumber": 0,
"name": \{
"en": "string",
"de": "string",
"es": "string",
"zh": "string",
"tr": "string"
},
"description": \{
"en": "string",
"de": "string",
"es": "string",
"zh": "string",
"tr": "string"
},
"origin": "string",
"parentId": "3fa85f64-5717-4562-b3fc-2c963f66afa6"
}
]
}

The following is an example of the contents of a json file.

\{
"Items": [
\{"ProcessNumber": "101", "Name": \{"En": "Polishing silver"}},
\{"ProcessNumber": "102", "Name": \{"En": "Polishing iron"}},
\{"ProcessNumber": "103", "Name": \{"En": "Polishing aluminium"}},
]
}

To import a json file with process data, proceed as follows:

In the Processes tab, click on Import.

The Import process data dialog opens.
Click Select file.

The file manager opens.
Select the required json file.
Click Import.

The new process appears in the selection list.

Edit process

In the Processes tab, click on a process.

The Details working area displays the process information.
To edit a process, in Process information , click in the row of the process to be edited.

The Edit process dialog is displayed.
Adjust the required information.
Click Save.

The modified information is displayed in Process information.

Create, add, remove and delete tags

Click on the process in the process list.

The process properties are displayed on the Details tab in the working area.
To add a tag, click Add tag.

The Available tags dialog appears.
Enter details:
- In the Search field, enter one or more characters to search for an existing tag.
- In the Available tags list, click to select one or more tags.
Click Save to assign the tag(s) to the process.

The tag(s) is/are added to the process and will be displayed in the Available tags section.
Click to create a new tag.

The Create tag dialog appears.
Enter details.
- In the Name in English text field, enter the English name of the tag.
- In the Name in German text field, enter the German name of the tag.
- In the Name in Spanish text field, enter the Spanish name of the tag.
- In the Name in Chinese text field, enter the Chinese name of the tag.
- In the Name in Turkish text field, enter the Turkish name of the tag.
Click Add to save the tag.

The tag will be created and will appear in the list of available tags.

To remove a tag, in Available tags click of the relevant tag.

Delete process

In the Processes tab, click the desired process.

The Details working area displays the Process information.
To delete a process, under Process information , click in the row of the process you want to edit.

The Delete process dialog appears.
Click Confirm.

The process is deleted and no longer appears in the process list.

If a process has subprocesses, they are also deleted.