So you have subscribed to ProcessMAP Application, now what ? Where do you go.
In this story, we shall cover basic topics such as
How to Login
How to Reset Password
How to switch locations / facilities
How to report data
How to view facility or aggregated data
We shall cover some advanced topics such as
Creating a User Profile
Creating a Employee Record
Creating Location
Creating Organization Component for a Location
🚶‍♂️ As always lets start with basic walkthrough
Everything starts with Welcome Email from ProcessMAP System.
If you follow the instructions, you will land on to the Login Page
Put in your login name and password mentioned in Welcome Email. If successful, you shall be asked to change your password.
Copy the Old password from the Welcome Email and choose a strong new password and save it.
If successful, you will be redirected to Login Page again and asked to put Login Name and password again.
Put your Login Name and NEW PASSWORD and hit login.
Now you should be landing on to the home page
In case, you want to change your password in future, you can do that by clicking on User Profile
Fill out the new Password and save.
Once you are in the Homepage, click on the Navigator Icon. This would open up a recent searched Location window. Click on the tree icon.
We have multiple options to find a facility/location, you can click on the search field and type in name of facility, system would try to find the closest match. You can also drill down the tree to see all the locations.
Once the facility/location is found, click on it. Now you will be see and report data for this facility.
NOTE :: You can never be able to report data on Location B if you have selected Location A in navigator.
Make sure you have selected the correct location/facility in the navigator where you intend to report data.
Based on your user profile role, you would be seeing shortcuts to module list and report screens.
In case, you are not able to find the required shortcut, you can click Modules icon on left pane and search of the required screen.
The process is same for rest of the modules.
When it comes to viewing/analyzing data, it can be for a location/facility or aggregation of locations.
In ProcessMAP’s nomenclature, aggregation of locations is LEVEL. You can easily differentiate between a location and level with distinct icons.
Both Locations and Levels are available to be selected in the Navigator.
Based on your current user profile scope and permissions, you would be limited to some locations and levels. Only System Administrators and Super Users would have access to all locations and levels of tree.
Once you have selected the intended location or level, you can use one of the module shortcut or search for manage screens in modules icon on left pane.
🚶‍♂️ Now that you know basics of foundation module, lets move to the advanced walkthrough. Make sure you have sufficient permissions, to be able to view the settings icon in the menu of left pane.
Click on the Settings > Security > Users from the menu
You will land on the Users list screen, you can search by name or email ID if user profile is available. You can click on New button to create user record.
Fill out the details of the user in Details page and click on Save button.
Once details are filled, click on the Scope tab, you can now select Locations/Levels user must have access to. Once selected, click on the save button.
The next tabs System Permissions & Administrative Permissions would allow you to make users, system administrators. Skip them in case you do not want your user to be a system administrator.
Application Permissions tab allow you to set roles for each module per each location, you can always select the top node and assign roles in case you want same role to cascade to all locations under top node/level.
Manage Groups lets you add user to a predefined list of user groups.
Once everything is set for the user profile, you click on the “Send Welcome Email” button in the details tab to send login instructions
Click on Settings > Enterprise Setup > Employees
You will land on the Employees list screen, you can search by name or employee ID if employee profile is available. You can click on New button to create employee record.
Fill in the details of the personnel such as type, name , employee id & employment status.
Then select the Location/Facility, the personnel currently works for and click on Save.
You can always fill the optional fields such as Job Title, Department where he currently operates, Supervisor etc.
Click on Settings > Enterprise Setup > Employees
Once you are in the Location Setup screen, drill through the location’s tree structure on left pane and select the level under which you need to create the Location. For Instance, you need to create a facility for North America under Business Unit I, select North America.
Click on the New button, fill out the details such as location code, Location name, country, state & status and click on Save button.
You can always other optional fields such as City, Zip Code etc.
Unlike other advanced walkthrough setups, you need to make sure a Location is selected in the Navigator. As Organization Components are specific to a location.
Click on settings > Location Setup > Location Profile
Click on Organization Components link
Similar to Locations tree structure, Organization Component can also have tree structure, drill through them and find the appropriate level and click on New button.
Fill out the details such as name & type and click on save button.
