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DT498 Process

DI041162 Sequence

Sequence of process steps within a phase. The sequence is defined based on the value in the Sequence field. The process step number is generated automatically upon creation and can be changed manually if necessary.

Modifiable

DI041166 Rule parameters

The IDs of the (DI) parameters which are analyzed in the process rule, are entered here.

Modifiable

DI041189 Process step

Name of the process model process step

Modifiable

DI041212 Module

The Python ID of the module which is needed for the completion of the process step is entered here. If you select the Focus todo item context menu command in the Process Status module, you will be redirected to the linked module.

Modifiable

Details

  • You will find the Python ID of the required module in the Python ID field in the Global Settings module.
    • If the Python ID of the required module is not available, it must be defined and saved in the above mentioned module.

DI041213 Data area

The DA-Python-ID of the data area, which needs to be edited in order to complete the process step, is entered here. This field may only be filled if a particular data area of the module is to be edited, the Python ID of which has already been entered in the Module field. If you select the Focus todo item context menu command in the Process Status module, you will be redirected to the linked module and the corresponding data area will be unhidden.

Modifiable

Details

  • You will find the Python ID of the required module in the DA Python ID field in the Data Areas module.
  • If the Python ID of the required data area is not available, it has to be defined and saved in the above mentioned module. Only then you can write in the Data area field.

DI041231 Check rule ID

ID of the check rule. For description, see DI041233.

DI041233 Check rule

Name of the check rule. In this field, process rules of the “check rule" rule type are assigned to the required process step or already assigned process rules are displayed.

  • Process rules themselves are created in the Process Rules module and divided by rule types
  • Besides process rules of the "check rule" rule type, there are also process rules of the "Action" rule type, which can be assigned to the required process steps in the Process action field.

Modifiable

Notes

  • Several process rules are already included in the scope of supply of PLANTA project.
  • They can be adjusted according to the customer’s requirements.

DI041236 Data field

The DF Python ID of the field which must be edited in order to complete the process step is entered here. This field may only be filled if a particular field of the module is to be edited, the Python ID of which has already been entered in the Module field. If you select the Focus task context menu command in the Process Status module, you will be redirected to the linked module where the corresponding data field is focused.

Modifiable

Details

  • You will find the Python ID of the required module in the DA Python DI field in the Data Areas module.
  • If the Python ID of the required data field is not available, it must be defined and saved in the above mentioned module.

DI041197 Class ID

ID of the process step class. For description, see DI057772

DI057772 Class

Name of the process step class. Process steps can be categorized by means of the Class parameter.

Modifiable

Values

  • no entry: the process step is a normal (project-specific) process step
  • Submission: the process step is a submission process step. As a result of this step, the normal process steps are submitted for approval.
  • Approval: the process step is an approval process step. As a result of this step, the normal process steps are approved.

Note

  • Besides the regular process steps, each phase must contain at least one submission and one approval process step.

DI057818 Parent process step: Click on the ID

Here, the ID of the parent process step can be entered.

Note

  • The corresponding data field is hidden by default but the user can have it displayed if required.

DI057956 Comment

Here, a comment on the process step can be submitted.

Modifiable

DI059088 Process action ID

Code (ID) of the process action. For description, see DI059090.

DI059090 Process action

Name of the process action In this field, process rules of the "action" rule type are assigned to the required process step or already assigned process rules are displayed.

  • Process rules themselves are created in the Process Rules module and divided by rule types.
  • Besides process rules of the "action" rule type, there are also process rules of the "check rule" rule type, which can be assigned to the required process steps in the Process action field.

Modifiable

Notes

  • Several process rules are already included in the scope of supply of PLANTA project.
  • They can be adjusted according to the customer’s requirements.

DI063268 Deletion allowed

Here you can define whether the deletion of process steps is to be possible in general.

Modifiable

Note

  • In order to enable the deletion of a particular process step, you must additionally activate the Deletion allowed parameter on process models level and the Deletion allowed parameter on phase level.

DI063274 Placeholder

Here you can can specify a resource which can be inserted automatically as a completion resource for a process step when selecting the Insert predefined resource command on this process step.

  • A resource ID from DT467 can be used as an entry here or a Python ID of a DI from DT461 which contains a resource ID (e.g. pr_manager).

Modifiable

DI057959 Default resource

Here a default resource can be stored by storing the resource ID for a process step.

Modifiable

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