Help for Products Order Process Automation

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Purpose of this Process

Here we take the case of a production unit, that delivers its products after constructing them. The order form allows the user (associate) to enter one or more products. The construction lines work independently in parallel (so the construction for all products starts at the same time). After the last one for the products has been constructed then transportation of them takes place.

How Process Owner Starts the Process

On the left top side of the screen press the button "Start Process" and then select "NEW ORDER". In the emerging form put a "customer" and a number of products to construct. After completing press the button "Post Changes" in the left top corner of the form. The process has been started. You the starter are the "Process Owner".

What the Process Members do

The system issues as many tasks (Activities) as the number of products in the order form. All Activities at the same time. The Activities are assigned to the associate having the role "PRODUCTION".  So from the menu select "Activity" and from the emerging form select the Activity that contains the production of a product. By double clicking this Activity a form opens on the right of the screen. This form contains the subject of the Activity and in the lower part contains the "Job Material". Here in "Job Material" one or many forms are contained that related to Activity. The first (and only) form of "Job Material" has already opened in the center of the screen (in all cases where the "Job Material" contains only one form this form will be opened automatically). Adjust whatever you want in the Activity (attach files etc.) and then, if changes are made, press "Post Changes". Then, after you have closed (finished) what the Activity requires, you can press the "Forward" button in the right placed "Activity" form. The process will proceed further. Every associate that works on an Activity is named "Process Member". A Process Member is every user (Associate) that assigned and closes (finishes).

After the last one of the parallel Activities has been closed, the system automatically, issues an Activity to "TRANSPORTATION". The associate that is responsible for transportation closes his/her Activity as soon as the transportation of products has been done. 

Closing of Process

The Process Closes (finishes) when the last activity (transportation) is closed.

Process Activities Monitoring

The "Process Owner" acts as a "client" to the rest of the "Process Members" (he/she is the one that wants the "product" delivered in time). During the progress of the Process from the menu and "Processes" sees all processes to which is "Process Owner". So the question of where are which Activities can be answered on this browser.