Process Maps “101”
An introduction to QAD .NET UI’s Process Maps
Stacy Green, BravePoint
MWUG Mar 2013
Agenda
Introduction
Overview – What are Process Maps?
– Conventions followed
Why use them?
Who can use them?
How can we customize them?
Demo
Questions and Answers
Conclusion
Process Maps 101 – Models/Views
1. Supply Chain View
Process Maps 101 – Models/Views
2. Vertical Industry View
Process Maps 101 – Models/Views
3. Operational Metrics View
Process Maps 101 – Models/Views
4. Other Maps Available
– Procure-to-Pay
– Add-on modules
•Configurator
•EAM
•Warehousing/AIM
•etc.
Check in the QAD Store
Process Maps 101 – Conventions
1. Title & Navigational Hierarchy/Breadcrumb trail
Process Maps 101 – Conventions
2. Ellipse – follow to another process map
Process Maps 101 – Conventions
3. Rectangle – go to a QAD menu/function
Process Maps 101 – Conventions
4. Report – Run a report
Process Maps 101 – Conventions
5. Decision – Process splits depending on answer
Process Maps 101 – Conventions
6. Predefined Process / Multi Document - Generally a
Menu Collection
Process Maps 101 – Conventions
7. Manual Process – Process outside of QAD
Process Maps 101 – Conventions
8. Manual Input – Input from outside of QAD
Process Maps 101 – Conventions
9. Connector – Links nodes together
Process Maps 101 – Why use them? Examples
1. Big Picture
– Help users see how their process can be affected by upstream
processes and can affect downstream processes
2. Company Process
– It’s rare to find two companies that have the exact same
process. Maps can be modified/updated to show your company’s
actual process. This may be useful during Audits, etc.
3. Reduce Training Time for New Users
– New users can follow a process map which will take them to
the actual QAD screen to do the work, instead of needing to
learn how to navigate the menu to find what they are looking for
Process Maps 101 – Security
1. Process Folder – Defined on Menu A.8.40 / 0.40
By default:
–40.1 – urn:pmap:1_VIP_SF
–40.2 – urn:pmap:1_SCP_SF
–40.3 – urn:pmap:1_OPV_SF
Set up security similar to any other menu. Normally
this is left to “*” so that all users may see the processes
Process Maps 101 – Security
2. Processes (ellipses) – all users w/ access to map
Process Maps 101 – Security
3. QAD Programs (rectangles) – set by Menu Security
Process Maps 101 – Security
4. Administration Folder
– Process Editor
– Process Admin
By default, granted to the
‘qadadmin’ security group.
Note: By default, user ‘mfg’ also
has access without being in the
qadadmin group.
Can also allow users access to the Process Editor by adding them
to the ‘pronav’ security group. However, they will not be able to
see the Process Editor directly on the menu, only in Process Maps
Process Maps 101 – Copy an Existing Process
1. Open the Procedure Editor then click Open
Process Maps 101 – Copy an Existing Process
2. Open the Process Map you want to copy
Process Maps 101 – Copy an Existing Process
3. Save the map with your new Name and Owner
Note: Recommend using the xx convention to identify as custom
Process Maps 101 – Editing a Process Map
1. Click on an empty space to add a new node
Process Maps 101 – Editing a Process Map
2. Update the Node Properties
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Label – Title
Tooltip – Mouse fly-over text
Link – Process Map, File, or QAD Menu
Target – Current or New Window
Image – (optional) picture
Icon – (optional) icon
Shape – rectangle, oval, etc.
Style – pre-defined styles with color, etc.
Background Color
Add More Links – more than 1 Link (above)
Cell Borders – define outline
Process Maps 101 – Editing a Process Map
2. Update the Node Properties (ctd)
Process Maps 101 – Editing a Process Map
3. Save the Process Map
Process Maps 101 – Editing a Process Map
4. Preview the Process Map
Allows you to test process map by clicking links, etc
DEMO
Questions?
Additional Info…
Users can add process maps to their favorites
Whenever possible, follow the same conventions for
naming your custom process maps as for custom code –
eg. “xx”
Note: Labels are generally not shared by Process Maps
with QAD ERP. Need to use the Process Label
Maintenance
Your System Admin can change the ‘default’ process
map to your custom process map
Process Maps 101 – Technical Stuff
1. Process Administration – Context Parameters
–Ovals – lead to other process map
Process Maps 101 – Technical Stuff
2. Process Administration – Process Properties
–Ovals – lead to other process map
Thank You!
Stacy Green
[email protected]