Monitoring Workflow Management

Menu Path: Supplier Production Monitoring $Images\bluerarw.gif$ Processing $Images\bluerarw.gif$ Monitoring Workflow Management

Purpose

Manage supplier production monitoring workflows.

Overview

Use Monitoring Workflow Management to manage supplier production monitoring workflows and to optionally perform data entry for workflows.

You can select to view tabs, sections, or tasks. If you want to enter data for date tasks, you can also select to use the Calendar view and select time buckets for the view. You can select to view tabs, sections, or tasks based on status. You can also filter by workflow type, workflow level, supplier production monitoring team, and user ID. Additionally, you can filter by criteria specific to a selected workflow type and workflow level.

Managing Supplier Production Monitoring Workflows

To manage supplier production monitoring workflows:

Select whether to display tabs, sections, or tasks.
If you want to view/enter date data by calendar, select the Calendar radio button.
Select the status of tabs, sections, or tasks to display.
Enter a workflow type for which to display tabs, sections, or tasks in the Workflow Type field.
Enter a workflow level for which to display tabs, sections, or tasks in the Workflow Level field.
Select filter criteria for the tabs, sections, or tasks you want to display.
Click the Display Options tab.
Clear the check box for any columns of data you do not want to display on the View tab.
Click the Show Data button in the ribbon. The View tab displays the tabs, sections, or tasks that meet the criteria you selected in steps 1 to 6.
You can double-click tabs, sections, or tasks to perform data entry in Monitoring Data Entry. If you are displaying tasks, you can also click the Update button in the ribbon, enter data, and click the OK button in the ribbon to save the data.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Monitoring Workflow Management window.
Show Data	Click this button to display workflow information on the View tab based on the criteria selected on the Selection tab and the grid columns selected on the Display Options tab.
Update	Click this button to enter task data for workflows on the View tab. This button is only available if you select the Task radio button on the Selection tab.
OK	Click this button to save changes to updated workflow data. This button is only available after you click the Update button in the ribbon.
Cancel	Click this button to cancel any changes you have made to workflow data. This button is only available after you click the Update button in the ribbon.

Selection Tab Fields and Buttons

Field or Button	Description
Level	Select a level for displaying workflows.
View Option	Select one of the following view options for displaying workflows: Phase - Use for entering data that is not date-specific. Calendar - Use for entering data for specific time buckets. This option allows you to display tasks with reminder dates in daily, weekly, or monthly time buckets, so you can view the schedule for the tasks. If you select this option, select a Time Bucket option and enter a range of dates in the Start Date and End Date fields.
Duplicate Dates	Select whether to view summary or detail information for duplicate dates. These radio buttons are only available if you select the Calendar radio button.
Status	Select whether to display open, closed, or both open and closed workflows. Note A workflow is assigned a status of closed when all tasks for the workflow are marked as completed.
Workflow Type	Enter a workflow type for which to display workflows, or click the Lookup button to select a workflow type.
Workflow Level	Enter a workflow level for which to display workflows, or click the Lookup button to select a workflow level.
All (Supplier Production Monitoring Teams)	Select this check box to display workflows assigned to all supplier production monitoring teams. This check box is selected by default.
Team	Enter a supplier production monitoring team to display workflows assigned to the team, or click the Lookup button to select a team. This field is only enabled if you clear the All (Supplier Production Monitoring Teams) check box.
All (Assigned Users)	Select this check box to display workflows assigned to all users. This check box is selected by default.
Assigned User	Enter a user ID to display workflows assigned to the user, or click the Lookup button to select a user ID. This field is only enabled if you clear the All (Users) check box.
Alerts Pending Only	Select this check box to only display workflows for pending alerts.
Past Due Only	Select this check box to only displays workflows for past due alerts.
Time Bucket	Select a time bucket for columns in the calendar view. These radio buttons are only available if you select the Calendar radio button.
Start Date	Enter the first date in a range of dates for which to display workflows, or click the drop-down arrow to select a date from a calendar. This field is only available if you select the Calendar radio button.
End Date	Enter the last date in a range of dates for which to display workflows, or click the drop-down arrow to select a date from a calendar. This field is only available if you select the Calendar radio button.

Additional Filters Tab Fields and Buttons

Note The available options on this tab depend on the settings you select on the Selection tab.

Field or Button	Description
All (Customers)	Select this check box to display tasks for all customers. This check box is selected by default, and only available for applicable workflow levels.
Customer Code	Enter a customer code for which to display tasks, or click the Lookup button to select a customer code. This field is only enabled if you clear the All (Customers) check box.
Customer Name	Enter a customer name for which to display tasks, or click the Lookup button to select a customer name. This field is only enabled if you clear the All (Customers) check box.
List (Customers)	Click this button to display Monitoring Rule Value List Selection, which allows you to select customers for which to display tasks. After you select customers, the check box to the right of this button is selected. This button is only enabled if you clear the All (Customers) check box.
All (Suppliers)	Select this check box to display tasks for all suppliers. This check box is selected by default, and only available for applicable workflow levels.
Supplier Code	Enter a supplier code for which to display tasks, or click the Lookup button to select a supplier code. This field is only enabled if you clear the All (Suppliers) check box.
Supplier Name	Enter a supplier name for which to display tasks, or click the Lookup button to select a supplier name. This field is only enabled if you clear the All (Suppliers) check box.
List (Suppliers)	Click this button to display Monitoring Rule Value List Selection, which allows you to select suppliers for which to display tasks. After you select suppliers, the check box to the right of this button is selected. This button is only enabled if you clear the All (Suppliers) check box.
All (Sales Representatives)	Select this check box to display tasks for all sales representatives. This check box is selected by default, and only available for applicable workflow levels.
Sales Representative	Enter a sales representative for which to display tasks, or click the Lookup button to select a sales representative. This field is only enabled if you clear the All (Sales Representatives) check box.
List (Sales Representatives)	Click this button to display Monitoring Rule Value List Selection, which allows you to select sales representatives for which to display tasks. After you select sales representatives, the check box to the right of this button is selected. This button is only enabled if you clear the All (Sales Representatives) check box.
All (Harmonization Codes)	Select this check box to display tasks for all harmonization codes. This check box is selected by default, and only available for applicable workflow levels.
Harmonization Code	Enter a harmonization code for which to display tasks, or click the Lookup button to select a harmonization code. This field is only enabled if you clear the All (Harmonization Codes) check box.
List (Harmonization Codes)	Click this button to display Monitoring Rule Value List Selection, which allows you to select harmonization codes for which to display tasks. After you select harmonization codes, the check box to the right of this button is selected. This button is only enabled if you clear the All (Harmonization Codes) check box.
All (Currencies)	Select this check box to display tasks for all currencies. This check box is selected by default, and only available for applicable workflow levels.
Currency	Enter a currency for which to display tasks, or click the Lookup button to select a currency. This field is only enabled if you clear the All (Currencies) check box.
List (Currencies)	Click this button to display Monitoring Rule Value List Selection, which allows you to select currencies for which to display tasks. After you select currencies, the check box to the right of this button is selected. This button is only enabled if you clear the All (Currencies) check box.
All (Product Categories)	Select this check box to display tasks for all product categories. This check box is selected by default, and only available for applicable workflow levels.
Category	Enter a product category for which to display tasks, or click the Lookup button to select a product category. This field is only enabled if you clear the All (Product Categories) check box.
List (Product Categories)	Click this button to display Monitoring Rule Value List Selection, which allows you to select product categories for which to display tasks. After you select product categories, the check box to the right of this button is selected. This button is only enabled if you clear the All (Product Categories) check box.
All (Product Subcategories)	Select this check box to display tasks for all product subcategories. This check box is selected by default, and only available for applicable workflow levels.
Subcategory	Enter a product subcategory for which to display tasks, or click the Lookup button to select a product subcategory. This field is only enabled if you clear the All (Product Subcategories) check box.
List (Product Subcategories)	Click this button to display Monitoring Rule Value List Selection, which allows you to select product subcategories for which to display tasks. After you select product subcategories, the check box to the right of this button is selected. This button is only enabled if you clear the All (Product Subcategories) check box.
All (Locations)	Select this check box to display tasks for all locations. This check box is selected by default, and only available for applicable workflow levels.
Location Prefix	Enter a location prefix for which to display tasks, or click the Lookup button to select a location prefix. This field is only enabled if you clear the All (Locations) check box.
Location Name	Enter a location name for which to display tasks, or click the Lookup button to select a location name. This field is only enabled if you clear the All (Locations) check box.
List (Locations)	Click this button to display Monitoring Rule Value List Selection, which allows you to select locations for which to display tasks. After you select locations, the check box to the right of this button is selected. This button is only enabled if you clear the All (Locations) check box.
All (Freight On Board Codes)	Select this check box to display tasks for all freight on board codes. This check box is selected by default, and only available for applicable workflow levels.
FOB Code	Enter a freight on board code for which to display tasks, or click the Lookup button to select a freight on board code. This field is only enabled if you clear the All (Freight On Board Codes) check box.
FOB Name	Enter a freight on board name for which to display tasks, or click the Lookup button to select a freight on board name. This field is only enabled if you clear the All (Freight On Board Codes) check box.
List (Freight On Board Codes)	Click this button to display Monitoring Rule Value List Selection, which allows you to select freight on board codes for which to display tasks. After you select freight on board codes, the check box to the right of this button is selected. This button is only enabled if you clear the All (Freight On Board Codes) check box.
All (Payment Terms)	Select this check box to display tasks for all payment terms. This check box is selected by default, and only available for applicable workflow levels.
Payment Terms	Enter payment terms for which to display tasks, or click the Lookup button to select payment terms. This field is only enabled if you clear the All (Payment Terms) check box.
List (Payment Terms)	Click this button to display Monitoring Rule Value List Selection, which allows you to select payment terms for which to display tasks. After you select payment terms, the check box to the right of this button is selected. This button is only enabled if you clear the All (Payment Terms) check box.
All (Products)	Select this check box to display tasks for all products. This check box is selected by default, and only available for applicable workflow levels.
Product Code	Enter a product code for which to display tasks, or click the Lookup button to select a product code. This field is only enabled if you clear the All (Products) check box.
Product Name	Enter a product name for which to display tasks, or click the Lookup button to select a product name. This field is only enabled if you clear the All (Products) check box.
List (Products)	Click this button to display Monitoring Rule Value List Selection, which allows you to select products for which to display tasks. After you select products, the check box to the right of this button is selected. This button is only enabled if you clear the All (Products) check box.
All (Purchase Classes)	Select this check box to display tasks for all purchase classes. This check box is selected by default, and only available for applicable workflow levels.
PO Class	Enter a purchase class ID for which to display tasks, or click the Lookup button to select a purchase class ID. This field is only enabled if you clear the All (Purchase Classes) check box.
Class Name	Enter a purchase class name for which to display tasks, or click the Lookup button to select a purchase class name. This field is only enabled if you clear the All (Purchase Classes) check box.
List (Purchase Classes)	Click this button to display Monitoring Rule Value List Selection, which allows you to select purchase classes for which to display tasks. After you select purchase classes, the check box to the right of this button is selected. This button is only enabled if you clear the All (Purchase Classes) check box.
All (Purchase Dates)	Select this check box to display tasks for all purchase dates. This check box is selected by default, and only available for applicable workflow levels.
Purchase Date	Enter a purchase date for which to display tasks, or click the drop-down arrow to select a purchase date. This field is only enabled if you clear the All (Purchase Dates) check box.
All (Supplier Production Monitoring Classes)	Select this check box to display tasks for all supplier production monitoring classes. This check box is selected by default, and only available for applicable workflow levels.
Monitoring Class	Enter a supplier production monitoring class for which to display tasks, or click the Lookup button to select a supplier production monitoring class. This field is only enabled if you clear the All (Supplier Production Monitoring Classes) check box.
List (Supplier Production Monitoring Classes)	Click this button to display Monitoring Rule Value List Selection, which allows you to select supplier production monitoring classes for which to display tasks. After you select supplier production monitoring classes, the check box to the right of this button is selected. This button is only enabled if you clear the All (Supplier Production Monitoring Classes) check box.
All (Billing Customers)	Select this check box to display tasks for all billing customers. This check box is selected by default, and only available for applicable workflow levels.
Billing Customer	Enter a customer code of a billing customer for which to display tasks, or click the Lookup button to select a customer code. This field is only enabled if you clear the All (Billing Customers) check box.
Billing Cust Name	Enter a customer name of a billing customer for which to display tasks, or click the Lookup button to select a customer name. This field is only enabled if you clear the All (Billing Customers) check box.
All (Product Lines)	Select this check box to display tasks for all product lines. This check box is selected by default, and only available for applicable workflow levels.
Product Line Code	Enter a product line code for which to display tasks, or click the Lookup button to select a product line code. This field is only enabled if you clear the All (Product Lines) check box.
Product Line Name	Enter a product line name for which to display tasks, or click the Lookup button to select a product line name. This field is only enabled if you clear the All (Product Lines) check box.
List (Product Lines)	Click this button to display Monitoring Rule Value List Selection, which allows you to select product lines for which to display tasks. After you select product lines, the check box to the right of this button is selected. This button is only enabled if you clear the All (Product Lines) check box.
All (Product Styles)	Select this check box to display tasks for all product styles. This check box is selected by default, and only available for applicable workflow levels.
Product Style	Enter a product style for which to display tasks, or click the Lookup button to select a product style. This field is only enabled if you clear the All (Product Styles) check box.
List (Product Styles)	Click this button to display Monitoring Rule Value List Selection, which allows you to select product styles for which to display tasks. After you select product styles, the check box to the right of this button is selected. This button is only enabled if you clear the All (Product Styles) check box.
All (Colors)	Select this check box to display tasks for all product colors. This check box is selected by default, and only available for applicable workflow levels.
Color Code	Enter a color code for which to display tasks, or click the Lookup button to select a color code. This field is only enabled if you clear the All (Colors) check box.
Color Name	Enter a color name for which to display tasks, or click the Lookup button to select a color name. This field is only enabled if you clear the All (Colors) check box.
List (Colors)	Click this button to display Monitoring Rule Value List Selection, which allows you to select product colors for which to display tasks. After you select product colors, the check box to the right of this button is selected. This button is only enabled if you clear the All (Colors) check box.
All (Sizes)	Select this check box to display tasks for all product sizes. This check box is selected by default, and only available for applicable workflow levels.
Size Code	Enter a size code for which to display tasks, or click the Lookup button to select a size code. This field is only enabled if you clear the All (Sizes) check box.
Size Name	Enter a size name for which to display tasks, or click the Lookup button to select a size name. This field is only enabled if you clear the All (Sizes) check box.
List (Sizes)	Click this button to display Monitoring Rule Value List Selection, which allows you to select product sizes for which to display tasks. After you select product sizes, the check box to the right of this button is selected. This button is only enabled if you clear the All (Product Sizes) check box.
All (Price Classes)	Select this check box to display tasks for all price classes. This check box is selected by default, and only available for applicable workflow levels.
Price Class	Enter a price class for which to display tasks, or click the Lookup button to select a price class. This field is only enabled if you clear the All (Price Classes) check box.
List (Price Classes)	Click this button to display Monitoring Rule Value List Selection, which allows you to select price classes for which to display tasks. After you select price classes, the check box to the right of this button is selected. This button is only enabled if you clear the All (Price Classes) check box.
All (Family Price Codes)	Select this check box to display tasks for all family price codes. This check box is selected by default, and only available for applicable workflow levels.
Family Price Code	Enter a family price code for which to display tasks, or click the Lookup button to select a family price code. This field is only enabled if you clear the All (Family Price Codes) check box.
List (Family Price Codes)	Click this button to display Monitoring Rule Value List Selection, which allows you to select family price codes for which to display tasks. After you select family price codes, the check box to the right of this button is selected. This button is only enabled if you clear the All (Family Price Codes) check box.

Display Options Tab Fields and Buttons

Note The available options on this tab depend on the settings you select on the Selection tab.

Field or Button	Description
Alerts Pending	Select this check box to include the Alerts Pending column in the Workflows grid on the View tab. This check box is selected by default.
Assigned User	Select this check box to include the Assigned User column in the Workflows grid on the View tab. This check box is selected by default.
Category	Select this check box to include the Category column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels.
Class Name	Select this check box to include the Class Name column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels.
Color Code	Select this check box to include the Color Code column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels.
Color Name	Select this check box to include the Color Name column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels.
Currency	Select this check box to include the Currency column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels.
Customer Code	Select this check box to include the Customer Code column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels.
Customer Name	Select this check box to include the Customer Name column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels.
Family Price Code	Select this check box to include the Family Price Code column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels.
FOB Code	Select this check box to include the FOB Code column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels.
FOB Name	Select this check box to include the FOB Name column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels.
Harmonization Code	Select this check box to include the Harmonization Code column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels.
Location Name	Select this check box to include the Location Name column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels.
Location Prefix	Select this check box to include the Location Prefix column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels.
Monitoring Class	Select this check box to include the Monitoring Class column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels.
Payment Terms	Select this check box to include the Payment Terms column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels.
PO Class	Select this check box to include the PO Class column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels.
Price Class	Select this check box to include the Price Class column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels.
Product Code	Select this check box to include the Product Code column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels.
Product Line Code	Select this check box to include the Product Line Code column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels.
Product Line Name	Select this check box to include the Product Line Name column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels.
Product Name	Select this check box to include the Product Name column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels.
Product Style	Select this check box to include the Product Style column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels.
Purchase Date	Select this check box to include the Purchase Date column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels.
Sales Agent	Select this check box to include the Sales Agent column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels.
Size Code	Select this check box to include the Size Code column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels.
Size Name	Select this check box to include the Size Name column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels.
Status	Select this check box to include the Status column in the Workflows grid on the View tab. This check box is selected by default.
Subcategory	Select this check box to include the Subcategory column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels.
Supplier Code	Select this check box to include the Supplier Code column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels.
Supplier Name	Select this check box to include the Supplier Name column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels.
Team	Select this check box to include the Team column in the Workflows grid on the View tab. This check box is selected by default.

View Tab Fields and Buttons

Field or Button

Description

Workflows

This grid displays workflow information after you click the Show Data button in the ribbon based on criteria selected on the Selection and Display Options tabs. Double-click a workflow to display Monitoring Data Entry, which allows you to enter data for the workflow. You can also click the Update button in the ribbon to allow you to update the task data directly in the grid.

For grid tasks, the column displays a value of Grid. You can double-click the cell for a grid task to display Monitoring Task Completion, which enables you to enter values for the grid.

If you are using the Calendar view, this grid also displays the task schedule in a calendar using task reminder dates. Reminder dates are assigned when all prior tasks are completed. However, the calendar also displays tasks after extrapolating future dates.

Example Task A is a prior task of Task B. Task B is set up to occur 7 days after task A. Task A has a reminder date of 05/01. The reminder date is calculated as 05/08 for the calendar.

If you are using the Calendar view, you can double-click a specific task in a date column to display Reminder Date Update, which allows you to change the reminder date for the task.