Process Status MOD0099V3

• As long as the first phase of the active process model is not specified, it is possible to delete this process model completely from the Process Status module and activate a new model.

• Right-click on the active process model and select the Delete model context menu command.
• Confirm the Do you really want to delete the active model? message with Yes.
• Result: The used process model is removed from the Process Status module.
  • A new process model can now be activated.

• The active process model can be removed from the Process Status module including its process steps (this is done in the Planning Objects (in Table Form) module) and
• a new process model can then be activated in the Process Status module. Compare: Cancel Existing Process Model.

Procedure

• Open the Planning Objects (In Table Form) module.
• Right-click on the project the already existing process model of which is to be reset.
• Select the Reset all project process steps context menu command.
• Confirm the Attention: All process steps are deleted. Continue? dialog message with Yes.
• The used process model is removed from the Process Status module of the respective project.
• A new process model can now be activated in the Process Status module.

• Right-click on the active process model and NEW select the Cancel model context menu command.
• Confirm the Do you really want to cancel the active model? message with Yes.
• As a result
  • all process steps of the model receive the canceled status automatically.
  • the not required checkbox is activated automatically.
  • all phases of the process model are automatically approved and moved to the Completed phases category and remain displayed along with the process steps in the module.
• Activate a new process model as described in the Activate Process Model chapter.

Copy New Process Model Additively

• It is possible to copy in several models additively in the Process Status module.
• The requirement for additive copying of a new model is that the existing model is completed, i.e. that all phases and all process steps are set to "completed".

Procedure

• Right-click on the active process model and select the Reset current process model/Copy model additively context menu command.
• Confirm the Do you really want to reset the current model? message with No.
• Confirm the Do you want to copy a new model additively? message with Yes.
• Select the required model from the Process Model listbox and click on the Activate model button.
  • The following happens:
    • All phases of the new model are loaded along with the process steps which belong to it.
      • The first phase is opened under the In process category; the individual process steps are immediately visible.
      • All other phases are displayed under the Future phases category, the individual process steps are invisible.
    • The process bar is loaded at the bottom of the module.

Information

• Project-specific process steps that have been inserted manually are marked with an "I".

Procedure

• Right-click on the required phase and select the Insert process step context menu command.
• A new process step line is inserted at the highest position in the phase.
• Enter the name for the new process step in the line inserted in the Process step name field.
• Save.
• Move the new process step to the required position in the phase (SHIFT + left mouse button).

Note

• Individual process steps can only be inserted if the respective parameters have been activated in the Process Model Templates module.

Information

• Project-specific process steps that have been inserted manually are marked with a ?.

Procedure

• Right-click on the required phase and select the Insert process step context menu command.
• A new process step line is inserted.
• Enter the name for the new process step in the line inserted in the Process step name field.
• Save.

Note

• Individual process steps can only be inserted if the respective checkboxes have been activated in the Process Model Templates module.

• Project-specific process steps that have been inserted manually are marked with a ?.

Procedure

• Right-click on a project specific process step and select the Insert Process Step context menu command, or the plus symbol next to the Process step name field heading.
• A new process step line is inserted.
• Enter the name for the new process step in the line inserted in the Process step name field.
• Save.

• Right-click on the required process step and select the Send info context menu command.
  • The Send Info module is opened.
    • As a recipient, the resource assigned to the process step is entered automatically.
      • Select the recipient from the listbox in the Recipient field if required.
    • The type of message reception (e-mail, pop-up, or both) is also automatically filled with the default setting of the recipient (if available). It can, however, be changed by selecting the Info via listbox.
    • Enter the message text.
    • Click on the Send button.
    • NEW The message is sent to the recipient via e-mail.

• This function is an individual customizing option. In the standard you should not report to process steps from process models, but use the usual reporting procedure instead.

Details

• In order for work reporting to be enabled for this process step, project and task must be defined for this process step.
  • Option 1: Display and fill the Project and Task fields in the Process Status module.
  • Option 2: Fill the Project and Task fields in the With Project and Task module variant of the Process Status module.
• The reporting must be done before the phases are submitted. Afterwards, reporting will no longer be possible.

Procedure

• Select the Reporting hours worked command from the context menu.
• The Please enter hours worked here dialog message is displayed and the Reporting Hours Worked module is opened.
  • Confirm with OK.
  • The actual hours entered are automatically displayed in the Actual load field in the Reporting Hours Worked module.
  • Data that has already been defined (e.g. project, task, and process step name) is automatically loaded and displayed in the module.
  • Enter the time in the from and to fields.
• Save.

• Process actions can only be carried out for copied project-specific process steps for which a process action has been defined in the Process Action Name field in the Process Model Templates module, i.e. only for steps which are already contained in the copied process model.
• For manually inserted process steps, no process action can be carried out.
• NEW Process steps for which the focus is set can be identified by an "A" next to the process step name.

• Process actions can only be carried out for copied project-specific process steps for which a process action has been defined in the Process Action Name field in the Process Model Templates module, i.e. only for steps which are already contained in the copied process model.
• For manually inserted process steps, no process action can be carried out.

• Do the following on the required process step
  • NEW click on the link on the "A" indicator next to the process step name or
  • right-click and select the Execute Process Step Action command.
• The respective process action is executed.

Procedure

• Right-click on the process step to be deleted.
• Select the Delete process step context menu command.

Note NEW

• Default process steps can only be deleted if this is granted explicitly by activating the respective checkboxes have been activated in the Process Model Templates module.
• If process steps must not be deleted, the Due to the configuration of the process model, the marked records could not be deleted. message is displayed.

• This editing function only applies to manually created process steps. Default process steps copied from the template cannot be deleted.

Procedure

• Right-click on a manually inserted process step.
• Select the Delete Process Step context menu command.

• Right-click on the required process step.
• Select the Insert predefined resource context menu command.
  • The resource stored in the Place holder field in the Process Model Template is assigned to the process step.

• Click on the link on the submission process step in the Process Status module.
  • The process action defined in the Process action name field in the Process Model Templates module is automatically executed.
• A message appears whether you want to add a comment.
  • If this message is confirmed with Yes, the Comment field is focused and a comment can be entered and saved. Afterwards, the link next to the Submit process step needs to be clicked on again.
  • If a comment has already been entered or if no comment is to be added, confirm the messages with No.
• If not all process steps have been completed, the Not all process steps are completed. message is displayed and the submission is not carried out. The status of the corresponding process step can be changed and returned to the person responsible for the process step.
• After submission, the Send Info module is opened and an info can be sent.
  • The text of the message is already predefined but can be changed if necessary.
  • The person responsible for the approval process step is automatically entered as recipient.
  • The type of message reception (e-mail, pop-up, or both) is also automatically filled with the default setting of the recipient (if available). It can, however, be changed by selecting the Info via listbox.
  • Click on the Send button. NEW The message is sent to the recipient via e-mail.
• After submission, completed process steps are listed in the Submitted phases category.

• Click on the link on the submission process step in the Process Status module.
  • The process action defined in the Process action name field in the Process Model Templates module is automatically executed.
• A message appears whether you want to add a comment.
  • If this message is confirmed with Yes, the Comment field is focused and a comment can be entered and saved. Afterwards, the link next to the Submit process step needs to be clicked on again.
  • If a comment has already been entered or if no comment is to be added, confirm the messages with No.
• Subsequently, the status of the submission process step is automatically set to Completed and the submission is done.
  • Upon submission, the program checks on the basis of the defined process rules whether the process steps are really completed and sets the status of these process steps to Completed if it has not been set manually yet.
• NEW If not all process steps have been completed, the Not all process steps are completed. message is displayed and the submission is not carried out. The status of the corresponding process step can be changed and returned to the person responsible for the process step.
• After submission, the Send Info module is opened and an info can be sent.
  • The text of the message is already predefined but can be changed if necessary.
  • The person responsible for the approval process step is automatically entered as recipient. * The type of message reception (e-mail, pop-up, or both) is also automatically filled with the default setting of the recipient (if available). It can, however, be changed by selecting the Info via listbox.
  • Click on the Send button.
• After submission, completed process steps are listed in the Submitted phases category.

• Click on the link on the submission process step in the Process Status module.
  • The process action defined in the Process action name field in the Process Model Templates module is automatically executed.
• A message appears whether you want to add a comment.
  • If this message is confirmed with Yes, the Comment field is focused and a comment can be entered and saved. Afterwards, the link next to the Submit process step needs to be clicked on again.
  • If a comment has already been entered or if no comment is to be added, confirm the messages with No.
• Subsequently, the status of the submission process step is automatically set to Completed and the submission is done.
  • Upon submission, the program checks whether the process steps are really completed. The system sets the status of these process steps to Completed, if they have not been set manually yet.
• After successful submission, the Send Info module is opened from which a submission info can be sent.
  • The text of the message is already predefined but can be changed if necessary.
  • The person responsible for the approval process step is automatically entered as recipient.
  • The type of message reception (e-mail, pop-up, or both) is also automatically filled with the default setting of the recipient (if available). It can, however, be changed by selecting the Info via listbox.
  • Click on the Send button.
• After submission, completed process steps are listed in the Submitted phases category.

• You have the option to link the approval of milestones and tasks that follow the milestones to the approval process status.
• To do so, select the required master milestone in the Master milestone field and select the summary task the subtasks of which are to be approved for editing in the Summary task field.
• If these fields are filled, an actual date is set when you carry out the approval process step for the respective master milestone and unlock the selected summary tasks for editing (reporting).

• Click on the Approve button.
  • By doing so, the process step status is automatically set to Accepted.
• The Send Info module is opened from which an approval info can be sent.
  • The text of the message is inserted automatically but can be changed if necessary.
  • The manager of the project is automatically entered as recipient.
  • The type of message reception (e-mail, pop-up, or both) is also automatically filled with the default setting of the recipient (if available). It can, however, be changed by selecting the Info via listbox.
  • Click on the Send button. NEW The message is sent to the recipient via e-mail.
• The completed phase including its process steps is moved to the Completed phases category.
• In the process bar, the completed phase is marked in gray font and the new phase is highlighted in white font.
• The process steps of the next phase can be seen in the In process category.
• The progress from one phase to the next is thus completed.