Monitoring Data Entry Management

If you edit this topic, review Lifecycle Data Entry Management.

Menu Path: Supplier Production Monitoring Images\bluerarw.gif Processing Images\bluerarw.gif Monitoring Data Entry Management

Purpose

Manage workflows for supplier production monitoring data entry.

Overview

Use Monitoring Data Entry Management to manage assigned supplier production monitoring workflows for which data entry needs to be performed. You can select a workflow for which you want to enter data. You can also export data entry spreadsheets for workflows, and then import data for the workflow back into the system using Monitoring Data Export and Monitoring Entry Import.

Managing Workflows

To manage workflows:

  1. Select the status of the workflows you want to view.

  2. Enter a workflow type for which you want to view workflows in the Workflow Type field.

  3. If you want to view workflows for specific workflow levels, clear the All check box to the left of the Workflow Level field, and then enter a workflow level in the Workflow Level field. You can also click the List button to select multiple workflow levels for the workflow type you selected in step 2.

  4. If you want to view workflows for specific supplier production monitoring teams, clear the All check box to the left of the Team field, and then enter a team in the Team field. You can also click the List button to select multiple teams.

  5. If you want to view workflows for a specific reference number, such as a purchase order number or product code, clear the All check box to the left of the Reference Number field, and then enter the reference number in the Reference Number field.

  6. Click the Show Data button in the ribbon. Workflows that meet the selected criteria appear in the Workflows grid. You can also click the Attachments and Notes buttons in the ribbon to view attachments and notes for a workflow.

Ribbon Home Tab Buttons

Button

Description

Exit

Click this button to close the Monitoring Data Entry Management window.

Delete

Click this button to delete the selected workflow.

Show Data

Click this button to display workflows based on the selected criteria.

Attachments

Click this button to display Attachment Entry, which allows you to view attachments for a selected workflow.

Notes

Click this button to display Notes Entry, which allows you to view notes for a selected workflow.

On Hold

Click this button to indicate the selected workflow is on hold. This button is only available if the selected workflow is not on hold or abandoned.

Abandoned

Click this button to indicate the selected workflow is abandoned. This button is only available if the selected workflow is not abandoned.

Remove On Hold

Click this button to indicate the selected workflow is no longer on hold. This button is only available if the selected workflow is on hold.

Remove Abandoned

Click this button to indicate the selected workflow is no longer abandoned. This button is only available if the selected workflow is abandoned.

Main Tab Fields and Buttons

Field or Button

Description

Status

Select a status for which to display workflows.

Workflow Type

Enter a workflow type for which to display workflows, or click the Lookup button to select a workflow type.

All (Workflow Levels)

Select this check box to display workflows for all workflow levels. This check box is selected by default.

Workflow Level

Enter a workflow level for which to display workflows, or click the Lookup button to select a workflow level. This field is only enabled if you clear the All (Workflow Levels) check box.

List (Workflow Levels)

Click this button to display Monitoring Level List, which allows you to select workflow levels for which to display workflows. After you select workflow levels, the check box to the right of this button is selected. This button is only available if you clear the All (Workflow Levels) check box.

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 for which to display workflows, 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.

Name

Enter a supplier production monitoring team name for which to display workflows, or click the Lookup button to select a team name. This field is only enabled if you clear the All (Supplier Production Monitoring Teams) check box.

List (Supplier Production Monitoring Teams)

Click this button to display Monitoring Team List, which allows you to select supplier production monitoring teams for which to display workflows. After you select teams, the check box to the right of this button is selected. This button is only enabled if you clear the All (Supplier Production Monitoring Teams) check box.

All (Reference Numbers)

Select this check box to display workflows for all reference numbers. This check box is selected by default.

Reference Number

Enter a reference number for which to display workflows, or click the Lookup button to select a reference number. This field is only enabled if you clear the All (Reference Numbers) check box.

Workflows

This grid displays workflow information based on the selected criteria after you click the Show Data button in the ribbon. Additional columns appear in this grid for tasks for which the Data Entry Column check box is selected in Monitoring Task Maintenance.

Double-click a workflow to display Monitoring Data Entry, which allows you to perform data entry for the workflow.