Process Director View

Used  to update, track, and view order information using an intuitive “tree” type interface. It also includes a function menu that is setup to provide access to needed user functions specific to the assigned reporting area
about ussuccess storiesproductssolutionspartnerscontact us
PD View is the primary user interface which allows viewing and updating all PD process tasks and providing tailored access to a wide variety of task, area, and global functions. Three different tree structures and a variety of filters are available to help organize and manage tasks:

 

  1. Resource View - The top-level folder listing on the left side of screen is the resource with tasks from all orders that match the selected filter. For example, if filter is set to “Show Open Tasks” only those resources with open tasks are displayed. On the left side selecting a plus sign opens the contents of folder in summary on the left side while clicking on a folder displays the contents in detail on the right side of screen. Resource tree levels in order from the top are: Resource, Order No., Task, and Subtask.
  2. Department (or Company) View - The top-level folder listing on the left side of screen is normally the Departments set up in PD. For larger corporations the top-level folder listing is Companies set up in PD. On the left side selecting a plus sign opens the contents of folder in summary on the left side while clicking on a folder displays the contents in detail on the right side of screen. The filter selection controls which tasks and subtasks are displayed as user drills down through folder tree. Department (Company) tree levels in order from the top are: Company (if applicable), Department, Area, Task, and Subtask.
  3. Process View – The top-level folder listing on the left side of screen is normally the names of the process templates set up in PD. For larger corporations the top-level folder listing is Companies set up in PD. On the left side selecting a plus sign opens the contents of folder in summary on the left side while clicking on a folder displays the contents in detail on the right side of screen. The filter selection controls what orders, tasks, and subtasks are displayed as user drills down through folder tree. Process tree levels in order form the top are: Company (if applicable), Process (process template name), Order No., Task and Subtask.

Using PD View - At the task and sub task level a right click on a task or subtask, displayed on the right side of screen, displays a function menu. This function listing is configurable for each reporting area and includes:

  • Listing of task status data including if and when task was completed, all task schedules, and comments made by each reporting area.
  • The task detail screen used to update task status and to view/edit task detail information including material kits and subtasks (refer to PD Order Create description for more detail).
  • Labor reporting input screen (if applicable).
  • Information Director reports and documents commonly used by this reporting area.
  • Special customer specific macros (if applicable).
  • Any of the PD Setup screens applicable to this reporting area.
  • Other available PD functions applicable to this reporting area for example automated work order creation screen or overall production input screen.

The default filter is "Show open tasks" (tasks that haven't been completed).  Other filters include "Show all tasks" (show all tasks regardless of status for all open orders) and "Order Search" ( ability to search for specific orders by a variety of parameters and/or date range). 

about us success stories products solutions partners contact us site map
Saros Incorporated © 1994 - 2007 • Privacy PolicyTerms Of Use