Process Library

Overview

Process Editor is used to maintain information about the various types of Processes (viz. Operations, Activities and Elements) involved in manufacturing a Product. Process Editor is invoked from the Tools menu.

Rules:

1. ID is mandatory for any Operation/Activity.

2. “Add” Menu will be enabled only for Operations that have not been locked.

3. Either existing or new Operations/Activities can be added to an Operation.

4. Locking a Version of an Operation/Activity is an irreversible process. Locking an Operation will also lock the children under the Operation automatically. By default all versions of a process appear, the user can set the preference of viewing the latest version of a process by setting the “ShowAllVersions” option in the Edit Preferences menu to "False".

5. “Move to Next Version” Menu will be enabled only for Locked Versions of an Operation/Activity. This Option would create a Version of the Operation/Activity that would be one greater than the latest existing Version of that Operation/Activity.

6. User will not be permitted to add any Operations/Activities to a Locked Operation.

7. “Insert” Menu will be enabled for any Operation/Activity appearing as a child under an Operation that is not locked.

8. “Insert” Menu will allow the user to add a new/existing Operation/Activity above the selected Operation/Activity.

9. Cloning and Deleting will be allowed only for the first level children of a folder (i.e. an Operation/Activity can be deleted only from its own folder). The user would not be allowed to delete an operation if it is mapped to a component. The user would first have to remove the mapping and only then can the operation be deleted.

10. Cloning a Process would create a new Operation/Activity at the Bottom of the Tree with the ID as “Clone of xxx” where “xxx” is the ID of the Operation/Activity being cloned. The Version of the Clone would be “1”. If the selected Operation has children, then the children will also be added to the Cloned Operation.

11. Renaming an Operation/Activity would be allowed as long as the first Version of the Operation/Activity is not locked.

12. “Cut” Menu will be enabled for the second or higher level children of a Folder of an Operation that is not Locked.

13. “Cut” process will remove the selected Operation/Activity.

14. “Paste” Menu will be enabled only for Operations that are not locked (and only if some Operation/Activity has been either Cut or Copied onto the Clip board).

15. “Paste” process will paste the Cut/Copy Operation with its children. Pasting an Activity will paste the Cut/Copied Activity under the selected Operation.

16. “Cancel Paste” Menu will be enabled only if some Operation/Activity has just been Cut/Copied.

17. “Remove” Menu will be enabled only for the second or higher level children of a Folder of an Operation that is not Locked.

18. “Remove” process will only remove the Link between the selected Operation/Activity and not the Operation/Activity itself.

19. When trying to add a new operation in the process editor there are two options you can choose from. The first option is right clicking on an existing operation and either selecting “Add” then “New” which will add an operation to the selected node, or you could select “Add New Operation.” which adds a new operation to the bottom of the tree. The second option would be you would click on “File” in the Main Menu, and you can select “Add New Operation” from there.

Figure 1: Process editor

1. Main Menu

2. Filter Conditions

3. Tree

Library List View

Creating a Process

1. Right Click in the Tree (in the Empty area under the Tree), a popup menu should appear.

2. Click on the “New” Menu under the “Add” Menu, a dialog box containing the Fields for the Process should appear.

3. Enter the ID for the Process and hit “OK”. Note: ID is a mandatory field and is unique.

4. A New Folder having the ID of the Process should have been added to the Tree at the Bottom.

5. Expand the newly created Process Folder. A Process Node (with ID same as that of the newly created Process) and Version 1 (V1) should be present under the Folder.

Creating a Process Structure

The user is allowed to create the process structure through the process editor. The user can add

•	An operation under an operation.

•	An activity under an operation.

Note: The Version of the selected Process should not be locked; else the user will not be permitted to modify the contents.

1. Right Click on an operation in the Tree, a popup menu should appear.

2. Click on the “New” Menu under the “Add” Menu, a dialog box containing the Fields for the Process should appear.

3. Enter the ID for the Process and hit “OK”. Note: ID is a mandatory field and is unique.

4. A New node having the ID of the Process should have been added to the operation at the Bottom.

5. The user is also allowed to insert a new or existing process by right clicking on the process in the tree.

6. To Insert a New Operation / Activity, click on the “New” Menu under the “Insert” Menu. (Refer to the Steps for Creating a Process).

Searching for a Process

1. Check the “By Type” Check Box. The “Select Type” Combo Box should be enabled.

2. Select the desired process in the “Select Type” Combo Box.

3. Check any / all Filter Conditions Check Boxes (if required):

• By Range

• By Effectivity Date

• All Versions (If this box is not Checked, then, only the latest Versions of all the Operations will be retrieved).

4. Type in / Select the necessary Filter Conditions and Click on the Search Button. The requested Process will be retrieved in the Tree.

Figure 2: Process editor menu

Locking a Version of a Process

1. Select a Version of the process in the tree which has to be locked.

Note: The selected Operation / Activity should not be locked already. Corresponding Details of the Operation will be shown in the Tab Pages on the right Hand Side.

2. Right Click on the Selected Operation / Activity.

3. Click on the “Lock Version” Menu. The Selected Operation / Activity should be locked.

Creating a new Version of a Locked Process

1. Select a Locked Version of an Operation / Activity in the Tree for which a new version is to be created.

2. Right Click on the Selected Operation / Activity.

3. Click on the “Move to ‘Next Version” Menu.

Note: This Menu will be enabled only for the Operations / Activities at the first level in the Tree.

4. Click on the “Move to ‘Next Version” Menu.

Note:

a. The Number of the new Version would be one larger than the largest existing version number for that Operation / Activity.

b. If the selected Operation has children, then the children will also be added to the new version of the Operation. (The Versions of the Children will remain unchanged)

c. User can have only one working version of the Process/Activity at any time.

Cloning a Process

1. Select a Version of the process in the Tree for which a Clone is to be created.

2. Right Click on the Selected Operation / Activity.

3. Click on the “Clone” Menu, the cloned process is added towards the end of the tree.

Note:

a. This Menu will be enabled only for the Operations / Activities at the first level in the Tree.

b. The Number of the Version of the Clone would be 1.

c. The ID of the Cloned Operation would be “Clone of XXXX” where XXXX is the ID of the process that was cloned.

d. If the selected Operation has children, then the children will also be added to the Cloned Operation. (The Versions of the Children will remain unchanged).

Deep Cloning a Process

1.	Select an operation in process list to be deep cloned.

2.	Right Click on the Selected Operation.

3.	Select the “Deep Clone” Menu option

Figure 3: Deep clone form

4.	Deep clone form allows the user to copy specific information of the process, by default the resource information and the costing information for a process are copied over to the clone the user can select the PFMEA details too.

For location and consumption details, the user needs to select the end item, a destination end item to pick up current location and consumption information and a destination end item to assign these to. Note: The user can only select operation that are mapped directly to the end item. If the user were to select an operation that is mapped to an assembly, the following error is shown,

Figure 4: Error message

6.	As of now, the deep cloning is restricted to operations under the end item only, in future releases of the software, coning of operations mapped to assemblies will be possible.

Viewing History of a Process

1. Clic on the process and click on the History tab on the right.

2. The user can add information in there regarding any change being made to the process.

Note: There is no provision to automatically track changes being made to the process, the user would have to keep track by manually entering a history record for each change. The history record can only be edited by the person who created it (based on his log in information). Once a record is created it cannot be deleted.

3. Select the process and right click on it.

4. Click on the “Show History” Menu. A Report containing the details of the selected Operation / Activity and its History should be shown.

Deleting a Process

1. Select a Version of an Operation / Activity in the Tree to be deleted

2. Right Click on the Selected Operation / Activity.

3. Click on the “Delete” Menu.

Note:

a. This Menu will be enabled only for the processes at the first level in the Tree.

b. In order to Delete all the existing Versions of an Operation / Activity, right click on the Operations / Activity Folder and Click on the “Delete All Versions” Menu.

c. If the Version of an Operation / Activity that is Deleted is the last existing Version, then the entire Operation / Activity Folder should disappear.

Renaming a Process

1. Select a Version of an Operation / Activity in the Tree to be renamed.

2. Right click on it and select the “Rename” option.

NOTE: This menu will be enabled only if the first version of the Operation / Activity is not locked.

3. Change the ID to the desired value and Click on OK.

Cutting / Copying / Pasting a Process

1. Select a Version of an Operation / Activity in the Tree to be “Cut” / “Copied”.

2. Right Click on the Selected Operation / Activity and select the “Cut” / “Copy” option. Page 11

Note: The Cut Menu will be enabled only for the Operations / Activities appearing as the children of some Operation. However, “Copy” Menu will be enabled at any given point of time.The Cut / Copied Operation / Activity will be on the Clipboard. The user can then proceed with pasting the Node at some other place.

3. Paste the Cut / Copied Node at some other location (under some other Operation Node)

Note:The user will not be allowed to paste an Activity / Operation under a Locked Operation.

The Remove option will be enabled only for a Version of an Operation / Activity which is not locked. The Link between the selected Operation / Activity and its parent Operation will be removed.

Each of the above Operations can be performed by selecting the same Menu options under the “File” Main Menu.