Book Contents

Book Index

User Procedures and Steps book

User Procedures and Steps book contains list of procedures and its steps. Book is dedicated to specific user to have better overview about what is happening in given procedure. Only procedures / steps in which user plays a role are displayed to him/her.

User which is defined as a step assignee or as a deputy will have following displayed in book User Procedures and Steps:

User which is within Role included in procedure of book Versioned procedures under tabs:

will have in User Procedures and Steps book information about procedure as well as about all its steps displayed.

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Picture: User Procedures and Steps book

Description of columns:

H

If a progress header is displayed on a row, there is an icon ; if a step is displayed in a row, the column is empty.

In

If procedure header is displayed in row following icons can be here:

pic_280i - it is approved and at the same time currently valid procedure,

pic_281i - it is approved procedure which will become valid in the future.

If column is empty, step is displayed in row.

SS

If the icon pic_468i is displayed on the line, this is the step in which we represent.

Abbreviation

Abbreviation of procedure header or abbreviation of step (entered in book Versioned Procedures - page 2, after step in tab Properties is highlighted).

Name

Language name of procedure header or language name of step.

Valid from

Date from when procedure is valid. Date is not shown in row where step is displayed.

Valid to

Date till when procedure is valid (if no date is entered here, validity of procedure is unlimited). Date is not shown in row where step is displayed.

Keys Description:

Alt+F6

If user is shown in role For Attention, document which is entered in field Document on page 1 of versioned procedure, is displayed. If he/she is shown in step Role, document will not be displayed.

Alt+F8

Procedure Chart, Procedure Description, Names of steps are displayed to user. Descriptions of these steps will only be displayed if user is included in User Group of step, in Role of this step or in procedure Role For Attention.

Book Contents

Book Index

User Procedure and Steps - detail

After hitting Enter in book User Procedures and Steps detail of highlighted record is displayed. Detail of step or detail of procedure can be displayed. Specific information according to procedure set up are displayed to user.

User is included in step:

After highlighting and choosing Procedure header form User Procedure is displayed to user where he/she can see following:

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Picture: User procedure form

pic_1078

Picture: Procedure Chart after hitting Chart button in form User procedure

After highlighting and choosing Procedure Step in book User Procedures and Steps form User Step is displayed in  which following is shown:

pic_1079

Picture: User Step form - information about step

User included in roles entered in fields on first page of Versioned Procedures book: