Navigation:  Business Operations >

Explorer

Training Manuals Alphabetical Function List Back Print this Topic Previous topicOne level upNext topic
Show/Hide Hidden Text

On initial log-on, the system opens 5 structures namely: My Work, Company Business Process, Company Reports, Implementation Business Process and Standard Reports.

Thereafter, only the selected structures will be displayed (selection made under Tools View Options).

The system loads the My Work structure where the Employee Id matches the Logon Id. This structure is completely customizable by the user.

 

The Implementation Business Process structure and the Standard Reports structure are standard and may not be altered. Only 1 of each exists.

 

The Company Business Process and Company Reports structures are customisable and more than one of each structure type may exist.

 

Explorer operates in the same way as Microsoft Explorer. It does not contain all the features within MS Explorer.

It has a movable split bar and the right-click functionality namely: Cut; Copy; Paste; Delete; The drag and drop functionality is available.

In addition, tool tips functionality allows the user to view the purpose of an object.

When a user selects the Explorer function and this is the active form, additional menu options in the System main menu are enabled.

 

FILE

The File menu allows the user to create a new folder object. This object must be dragged from the repository into the explorer structure. It is not created in the structure automatically. The File menu also allows the user to delete an object from the structure. If the user selects a parent, the entire structure below it, inclusive of the parent, will be deleted.

To restore the deleted tree structure, the entire structure will have to be rebuilt from scratch.

Note that the object itself is not deleted.

 

EDIT

The edit menu allows the user to copy and paste objects from any structure into the My Work structure. Users may not cut, copy or paste from the My Work to other structures. The reason for this is that My Work may contain private objects. The other structures are public structures and may contain only public objects. Those users with the structure maintenance portfolios, may cut, copy and paste objects in the business process and report structures as well as across structures.

 

The right-click functionality of copy, cut, paste and delete affects the tree structure but not the repository.

 

VIEW

The View menu allows the user to display the tree structure details of an object highlighted on the explorer side on the right hand side of the explorer menu. The right hand side may also be left blank.

 

The following views are available:

1. Details

2. Refresh option

When the user is in the System explorer tree or within the view object type options tree, the refresh option will refresh these two tree structures. In all other cases, the refresh option will refresh the drop down list.

3. Structure View

The expand/compact option will allow whichever tree structure is active within the System Explorer functionality to expand/compact.

 

TOOLS

The Tools menu provides the user with various functionality applicable to the System Explorer.

 

On this tab the following fields can be viewed:

 

hmtoggle_plus1Access  Or Third Party Tool Reports

Access reports are a type of object. They may be added to the list of objects within System - via the Object Details function and may be included in the Explorer tree structure.

Execution of an access report automatically invokes MS Access i.e. MS Access opens automatically and the user may enter parameters if required, or just execute the report.

Should the user have created the report in a different tool, the execution of the report will invoke the tool with which the report is associated. Standard Access reports (with an  "mdb" extention) may be copied, (altered) and saved under a different name from the QM standard.

 

Related Topic: Object Details

hmtoggle_plus1Additional Functionality In Each Function

Within each function, the user is given a list of relevant reports. There is a new icon alongside the Explorer icon called Reports per function. These reports can be executed within the function.

When the user executes a report that requires parameters, the user is obliged to enter them manually prior to the running of the report.

hmtoggle_plus1Apply

This button saves the changes made under the 'Maintenance Accessibility' option, and will not close the window or the function.

hmtoggle_plus1Apply

When the Apply button is selected the selection will only last for the session.  The retained setup will apply once the function is closed.

hmtoggle_plus1Business Activity Model Maintenance

Business Model Activities are a type of object. They will be added to the list of Objects within the System -and may be included in the Explorer Tree Structure.

Within the Business Activity Model Maintenance Function, the business activity models may be adjusted and/or built. The model creation here will not affect the tree structure. The model is linked to a particular business activity process here.  I.e. An object of system type Business Model Activity will be linked to a model.

 

Note that a Business Activity (Model) tree structure should not be created without a corresponding entry in Explorer. This link will be automatic in the next release.

Business Activity type objects will display the model on the right hand side of the split bar in the Explorer.

 

This will give the user a graphic view (on the RHS) of the Business Activity selected (on the LHS of the Explorer menu).

Only Business Activity type objects may have models. Should a model not exist, the RHS will be blank.

hmtoggle_plus1Business Forms

Business Forms is the new name of the original function Print Documentation. These forms are written in Crystal version 6.5 32 bit. The user can print a blank form if required and print preview all forms.

Related Topic: Object Details

hmtoggle_plus1Business Process Structure Maintenance

The Business Process Structure Maintenance profile is responsible for the Business Process structures only. The business rules are determined by a business person. This means that the owner of the profile does not make the decision about which objects to place in and in what position in the business process structures. The user with this profile can select the button "Business Structure Maintenance - "on" or "off" under Tools in the System Explorer. This button defaults to "off" and cannot be changed by regular users. When it is "on", this profile allows the user to see all objects (including those with the access indicator set to "private"). The profile owner has the ability to drag public objects into the structures and to make other changes as requested by the business owners.

hmtoggle_plus1Company Reports

hmtoggle_plus1Clear Button

This button clears the parameters chosen on the search criteria screen. It does not remove the result set until 'search' is clicked again. This will enable the user to use the information found on the previous search for their next search, if they so desire.

hmtoggle_plus1Close

When this button is clicked the active window (right-hand-side)will close. The left window will remain unchanged and the function will not close.

hmtoggle_plus1Close

When this button is clicked the active window (right-hand-side)will close. The left window will remain unchanged and the function will not close.

hmtoggle_plus1Close

To exit from the Object Repository the Close button will close the Object Repository screen only but will not exit the function.

hmtoggle_plus1Company Business Process Display

This structure is copied from the Implementation Business Process initially. This structure is customisable.  It reflects the business processes in the company. Should the user have access to more than one business process structure, he/she may see them all at once if they are all selected. However, the user must be aware that this will increase the time taken for the tree structures to open. It is recommended that the user deselect the structures he/she does not use regularly (via the Menu bar: Tools View Options) to optimize the use of the Explorer.

The user then has access to all the objects from within Explorer.

hmtoggle_plus1Company Business Process

hmtoggle_plus1Company Reports Display

This structure displays the list of reports (Quick Queries, Access Reports, EIS Extractions, SQL Views and Non-Posting Entity Reports)that are used by the company. They may include all / some of the Standard Reports and their own.

 

This structure reflects all the reports available to assist the user to retrieve data from the system. It is customisable and is initially copied from the Standard Report folder.

Should the user have access to more than one report structure, he/she may see them all at once if they are all selected. However, the user must be aware that this will increase the time taken for the function to open.  It is recommended that the user deselect the structures he/she does not use regularly (via the Menu bar: Tools View Options) to optimize the use of the Explorer.  The user then has access to all the report type objects from within Explorer.

hmtoggle_plus1Delete

When an Object is selected in the 'Search Result Grid' and this Delete button is clicked, the object will be deleted from the repository  permanently. However, an object that is referenced in the tree structure may not be deleted until all the instances in the explorer tree  have been removed (deleted).

hmtoggle_plus1Delete Folder

The Object may be deleted from the tree by clicking on an object and then clicking on Delete.

hmtoggle_plus1Detail View

hmtoggle_plus1Detail View Option

The Detail View option can be set on the Menu Option View.  The Detail View Option displays all the attributes of the objects within the explorer tree structure on the right hand side of the tree structure. Information such as the Object ID, the System Object Type, the Origin ID and the Owner ID will be displayed.

 

On the drill down of the structure on the left, the Detail View Option will continue to display the attributes of the selected object.

hmtoggle_plus1Edit

Cut, Copy and Paste may be executed from this menu option. This will, cut, copy or paste from the Explorer tree structures.

hmtoggle_plus1Eis Extractions

EIS extractions are a type of object. They will be added to the list of objects within the System - and may be included in the Explorer tree structure.

When the user clicks on an EIS extraction, the EIS Extraction Procedure function will be activated and the extraction procedure will be displayed on the Extraction Routine tab. The other tabs are available i.e. Procedure, Column Descriptions and Table Definitions.

hmtoggle_plus1Eis Reports

EIS reports are a type of object. They will be added to the list of objects within the System - and may be included in the Explorer tree structure.

When a user clicks on a report, (in the explorer tree structure,) written in the EIS tool, the System will open at the graphical result if the report has already been run.

 

Note that a list-based view of the data from a particular EIS report is available via the EIS Extraction function.

A list of all reports written in this tool is available via the EIS Extraction function.

These object types are not yet operational. In order to view eis reports, the executive information system function should be linked and the function itself must be double-clicked. The user must then select the report required and run it.

hmtoggle_plus1External Objects

External Objects are a type of object. They will be added to the list of objects within the System - and may be included in the Explorer tree structure.

When the user double-clicks on this type of object, the function will be activated and the actual object selected will be displayed in the function.

hmtoggle_plus1Expand

hmtoggle_plus1Expand Display

On viewing the structure tree, the user needs to drill down to reach the folder and object of choice. This may become 'untidy' and objects may be difficult to find.  The compact option will compact the structure on which the cursor is. This serves to 'tidy' the tree structure and enable new drill downs.

 

By selecting the Expand button, on the View menu, the whole selected structure will be  displayed i.e. all the objects available in the structure, other than those that are set to be hidden.

 

The same can be done to the Attributes  tree structure under the Tools View Options option when selecting which object types are to be displayed and which are to be hidden.

hmtoggle_plus1Find Button

On viewing the results of the search, a specific object can be selected.  On selecting the required object, the Find button will open a new grid and display the position(s) of the object.  By double-clicking the chosen object, the exact position will be found on the explorer tree structure enabling the object to be  opened by double clicking on the Name or Icon.

hmtoggle_plus1Find Results

hmtoggle_plus1Find Results View

This is the result of the search from the Object Repository object search.  All the places the specific object resides in the explorer tree structure will be displayed in this grid.

 

By selecting one of the required objects, the exact object will be found and the specific object may be opened.

hmtoggle_plus1Folder

Folders are a type of object. They will be added to the list of objects within the System -and may be included in the Explorer Tree Structure.

 

Folder Objects can be created within Explorer under the File, New Folder Option and via the Object Details Function

hmtoggle_plus1Function

Functions are a type of object. They will be added to the list of objects within the System -and may be included in the Explorer Tree Structure.

 

The name and icon points to a function in the System. The function in the System with the name linked to this object will be opened when the object is double clicked.

hmtoggle_plus1Implementation Business Process

hmtoggle_plus1Implementation Business Process Display

This structure is not customisable but can be copied to the My Work or Business Process Structures.  It reflects 'standard' business processes in the company. It has a specific order, the aim of which is to aid the user in the initial implementation of the system.  The user then has access to all the objects from within Explorer by double-clicking to activate them.

hmtoggle_plus1List View

hmtoggle_plus1List View Option

When selected, only the folders directly underneath the selected folder/object will display. Any children to these folders will only display when the parent is selected.

 

To view more detail on a folder select the Detail View Option.

hmtoggle_plus1Menu Options

Under various Options on the Menu bar, selections can be made to maintain the Explorer and select different views of the Explorer.

 

On 'File' on the Menu bar:

On the 'Edit' menu option:

On the 'Tools' menu option:

On the 'View' menu option:

hmtoggle_plus1My Work

hmtoggle_plus1My Work Display

This is the folder containing the icons and names of the objects frequently used by the user. All objects (e.g. reports and functions) can be copied to this folder to allow quick access during the day. All other reports and objects used will be available in the other structures within specific business processes (business activity models)

hmtoggle_plus1New/Edit Buttons

The new and the edit buttons activate the object details screen allowing the user to create or modify a new object.

The type of object that may be created depends on the complexity thereof.

 

Holders of the System Object Maintenance profile may create, edit or delete (non-original) public objects.

 

Without this profile, users may create, edit or delete only their own (private) objects.

hmtoggle_plus1Npe Reports

NPE reports are a type of object. They will be added to the list of objects within the System -and may be included in the Explorer tree structure.  Jump to object details; structures

hmtoggle_plus1Objects Details

Objects have been classified as System Object types. The concept of User Object types- user classified objects- will be incorporated in a later release.  Objects are accessible from the Explorer. They are still however, accessible from the original menu option and Specific Function options within the System.

 

System Objects:

System object types are standard within the system and may not be changed.

System Object types may be distinguished by a unique icon.

System types will have the following icons e.g.

- Folders

- Structures

- Functions;

- External Support Applications;

- External Objects

- Help and Training Courses;

- Business Model Activities;

- To Do Topics;

- Support Applications;

- Business Forms;

- SQL Views Codes

- Website References

 

Reports are classified by the tool used in their creation, e.g.

- EIS reports;

- EIS extractions

- NPE reports;

- Access reports;

- Quick Query reports/queries.

- Standard Reports

 

Standard Reports - these are quick queries that have the option of being in the report viewer or in the results tab of quick query.

System objects belong to a specific category. The category is a higher classification of system objects. The categories are: Internal Task, Document, Internal Report; External Object and Categorization.

The Internal Task category comprises the following system object types: Functions, Business Model Activities, To Do Topics and Transfer Sets.

The Document category comprises the following system object types:  Training Courses, Business Forms and Views.

The Internal Report category comprises the following system object types: EIS reports, NPE reports, Quick Query reports/queries and Standard Reports.

The External Object category comprises the following system object types: Access reports, External Objects, Support Applications and Website references.

The Categorization category comprises the following system object types: Folders and Structures

 

Function type objects may not be created by the user.

 

Other than the above, the following rules apply:

 

The Internal Task category   comprises the following system object types: Functions, Business Model Activities, To Do Topics and Transfer Sets.

The Internal Report category comprises the following system object types: EIS reports, NPE reports, Quick Query reports/queries, Standard Reports, EIS Saved Reports and EIS Extractions.

System type objects belonging to the Internal Task Internal Report categories will be created and changed within their specific functions.

A trigger is fired automatically to populate the fields in the System Object table (those fields that are known). The Object Id is allocated automatically to link the function table and the System Object table. The function tables and the System Object table have a one-to-one relationship. For example, this means that a Quick Query cannot be created in the tool Quick Querywithout a corresponding entry in the System Object table.

Note that the data that is determined by its function and is replicated in the Object Details function (in Explorer) e.g. object name, cannot be overwritten in the Object Details function (in Explorer).

 

The Document category comprises the following system object types:  Training Courses, Business Forms and SQL Views.

The External Object category comprises the following system object types: Access reports, External Objects, Support Applications.

 

System type objects belonging to the Document category and the External Object category will require all details to be entered in the Object Details function (in Explorer) including the path to the object.

 

The Categorization category comprises the following system object types: Folders and Structures

System type objects belonging to the Categorization category are the only objects that must solely be created in the Object Details function (in Explorer) and are then complete.

The following fields will automatically be entered by the system, namely :Owner id (logon id), status indicator (new), Object ID and access indicator (Private), version and creation date.

 

Standard Objects:

System objects created by the software house are known as standard objects. These may not be changed, updated or deleted by the user. (They may be copied and saved under a different name (Object_Id))

There are a few methods to identify standard objects:

The method that applies to all standard objects is that the object id numbers less than 100 000 and the object id and origin id are the same  (indicating that it is an original - the object has not been copied from another).

 

The various standard/original system object types have been created within a range of numbers:

Structures:                                                Range and                                  Used: 1- 5

Folders:                                                Range:  6 - 199                

NPE Reports:                                                Range:  300 -399                

Support Applications :                                Range :  500 - 599                  Used : 501, 502

SQL View Source:                                Range:  600 - 999                

Functions:                                                Range:  1000 - 2399                

Help and Training:                                Range: 2400 - 2999                

Business Forms:                                Range:  3000 - 3999                

Quick Query:                                                Range:  4000 - 4999                

Standard Reports:                                Range:  5000 - 5999                no standard ones have been shipped yet

Business Model Activities :                Range : 200; 9000 - 10999 Used : 200, 9004 - 9889, 9999

EIS Extraction:                                Range:  17000 - 17999                

Website:                                                Range:  18000 - 18500                

Transfer Set:                                                no standard ones shipped

External objects:                                no standard ones shipped

To Do Topics :                                                not yet active

EIS Saved Reports:                                not yet active

 

The other method is that where possible, the name begins with 'ORIGINAL'.

Non Standard Objects.

Users may create their own objects. These object ids number from 100 000 upwards.

Changes may be made to user-created objects. The owner of an object (owner id = logon id) may make any changes (including deleting an object) until the object has moved from "private" to "public". Once "public", the object may no longer be updated by the owner.

The owner of the System Object Maintenance profile may make changes to all fields of user-created public objects within the Object Details function (in Explorer). For example, only this profile allows objects to be moved from 'Private' to 'Public'.

hmtoggle_plus1Object Repository

hmtoggle_plus1Object Repository Screen

SEARCH and FIND BUTTONS.

 

Within the Tool option, the Object Repository is available to allow the user to:

1.  Select existing objects from a result set by entering various parameters, (object name, purpose, type, to name but a few and clicking on SEARCH. The selected object may be dragged into the tree structure the user is creating / modifying (most users (without the structure maintenance profiles) may do this in the My Work structure only)

 

Users with the above mentioned profiles will use this functionality  (once the structure maintenance button has been set "on") to search for new objects that have to be included in the public structures.

 

2.  Locate the object in question in the explorer tree by highlighting the required object in the search result set and clicking on FIND. A new result set will be displayed indicating to the user where the object may be located. There may be more than one location and they may choose the exact one, double click on it and the explorer tree will open at that position.

 

Users without the structure maintenance profiles may view all public objects but only their own "private" objects.

 

The Object Details function records all the details and attributes that the objects have in common, namely: name, purpose, system object type, user object type, owner of the specific object, version of the object, version of the tool, origin id - the original object id from which the object in question was copied (standard System objects will have the same object id and origin id and may not be changed, updated or deleted),

access indicator (private or public) and object status indicator (new or existing).

 

In order to perform additions or changes, the user must have a security profile linked to the function Object Details with access to Inquire, Add, Change and Delete.

All users will however be allowed to add folders to the My Work structure irrespective of the above-mentioned profile.

hmtoggle_plus1Quick Query

QQ reports are a type of object. They will be added to the list of objects within the System -and public queries may be included in the Explorer tree structure.

 

Should a query be executed, the Quick Query function will open and display the results of the query where parameters are not required. If the report requires parameters, the parameter screen will be displayed and the user may enter the parameters required and then execute the report.

 

A list of all queries written in this tool can be easily viewed by clicking on the Select Query.

 

A number of standard queries have been written to allow the user a quick view of the position of the company in terms of specific functional data.

hmtoggle_plus1Report Structure Maintenance

The Report Structure Maintenance profile is responsible for the Report structures only. These structures are determined by a business person. This means that the owner of the profile does not make the decision about which reports to place in and in what position in the report structure. The user with this profile can select the button "Report Structure Maintenance - "on" or "off" under Tools in the Explorer. This button defaults to "off" and cannot be changed by regular users. When it is "on", this profile allows the user to see all objects (including those with the access indicator set to "private"). The profile owner has the ability to drag public objects into the structures and to make other changes to the structures as requested by the business owners.

hmtoggle_plus1Report Tools

Within a report tool - namely, Quick Query, EIS, NPE, Business Forms or Access, the user may make changes to the report and save these as their own. Access to these reports will depend on the user's profile. The standard reports may not be over-ridden. The link to the original report must always be retained to aid in the upgrade and maintainability of customized reports.

 

The user may also save the results or print the report. When a user clicks on F1 to export may save the results in any Windows application (e.g. excel) outside of the system (existing functionality). This file may be linked to the My Work structure via a short cut.

 

Once a report's results have been viewed, printed or saved, the user has the ability to tab to other screens to view the code and the diagrammatic representation (for Quick Query reports) of the specific report.

 

All tools' output (report results) can be converted to an HTML page. The user can then use this result set in any Windows application.

hmtoggle_plus1Retain

Once a user has clicked the retain button, the selected defaults will remain each time he/she logs on.

hmtoggle_plus1Return

When the Return button is clicked the window will close and the Object Repository screen will be open for another search or selection.

hmtoggle_plus1Search Button

This button is used after search options have been entered in the Search Criteria frame. If no criteria is entered and the search button is clicked, the entire object repository will be placed in the grid.  The result of this action will display all the records found in the System Object table that contain the indicated search criteria.

hmtoggle_plus1Search Criteria

Object Name

Is used when a specific name of an Object is known. Type the Name and 'Search' for it.  The results will show that it exists and 'Find' will show where it is within the explorer and it can be opened by double clicking on the name or icon.

 

System Object Type

Is used when a specific type of an Object is known. Select the type and search for it. The results will show all objects of that type and 'Find' will allow any to be opened by double clicking on the name or icon.

 

Access Indicator

Indicates the Object is Private, until the owner of the System Object Maintenance profile moves the object to Public.

 

Status Indicator

The Object status indicator works in tandem with the Date Time Created field.

'New' means that changes have been made to the object or it is brand new. 'Existing' means no changes have been made to the object.

System Config will allow the company to decide the length of time that they consider a function "new".  Once that number of months/weeks has passed, the field will automatically be updated and the word "new" will be replaced by "existing". Should the company's system administrator not enter a specific number of months, the objects will be updated to 'existing' automatically when the system is upgraded. The development house will ensure old objects change to  "existing" and new ones have the word "new" in the object status indicator.

 

Creation Date

Indicates the date the object was created.

 

Owner ID

Points to the owner of the object.  The user will be an owner while the object resides in the private folder (My Work), but will lose this status when the object resides in the public folders.

 

Origin ID

Each time an object is copied from another object, the source will be stored as the Origin ID on the System Object table. The Origin Id aids the user when upgrades are done to standard objects, specifically reports. The users can easily look at the origin id to determine the source of their object and then make the same changes as have been made to the original standard object. A standard System object will always have a matching object id and Origin Id.

 

Version

This reflects the version of the release.

 

Tool Version

This keeps a record of the version of the tool that was used in the creation of that object.

hmtoggle_plus1Search Result Grid

Once the necessary information in the search options fields has been entered, the user may click the Search button and the results will populate in this grid.  The Object Name, Object ID, System Object Type and other information on the found Objects will be displayed.

 

Object Id: This is a unique number allocated to each system object. If the number is > 100000, it is a company created object. It the object id is < 100000, it is a standard object, shipped by the development house.

 

No field can be maintained from this grid, but a specific object can be selected here. When the EDIT button is clicked, the object may be changed.  When the Find button is clicked, the various positions of the object within the explorer tree will be displayed in a new tree. Double-clicking on the selected object will select the object in that position on the explorer tree structure.

 

The objects found and developed in the search result grid can be dragged into the structures in the Explorer tree on the left hand side. Users may drag private and public objects into the My Work structure. Only holders of the Report- and Business Process Maintenance Structure profiles may drag objects in to other structures (only public objects). The Implementation Business Process Structure and Standard Report Structure may not be altered by the user. These dragged objects may be inserted before, after or as a child of a selected object.

hmtoggle_plus1Search Result View

When the Find button is clicked on the Search Result Grid, the various positions of the object within the explorer tree will be displayed in this grid. Double-clicking on the selected object

will select the object in that position on the explorer tree structure (Left hand grid).

hmtoggle_plus1Standard Reports

hmtoggle_plus1Standard Reports

These are quick queries that have the option of being in the report viewer or in the results tab of quick query.

hmtoggle_plus1Standard Reports Display

This structure reflects all the standard reports available to assist the user to retrieve data from the system. It is not customisable.  The user then has access to all the objects from within Explorer by double-clicking to activate them.

hmtoggle_plus1Structures

Explorer is an alternative menu option in the form of a tree structure (with its underlying tree structure types) namely:

1.  My Work structure type

2.  Business Process structure type

3.  Reports structure type

4.  Implementation Business Process structure type

5.  Standard Company Reports structure type

 

Structures contain objects i.e. they provide quick access to logically sequenced objects.

Objects are classified into System object types. Objects can be created by users but most of these are standard and may not be changed. Objects may, however, be incorporated into the structures.

When the user clicks on any of the objects within these structures, they will be activated.

 

Structures 4 and 5 are not customizable. They may be used for reference purposes.

Structures 1,2 and 3 are customizable. Business Process Structure Maintenance Profile and Report Structure Maintenance Profile are required to customize types 3 and 5 respectively. These structures may be customized specifically for divisions, cost centres, profiles and employees and any combination of these. The company's customization of structures will not be overwritten when a new release is shipped after 6.1.

 

Each user may and is encouraged to customize their My Work structure as they wish.

The My Work Folder will have a shortcut to Windows Explorer and Microsoft Outlook.

The intention of this folder is to allow the user to create shortcuts to all areas of his/her daily work, setting up a workable customized menu, containing his/her entire "working world".

 

Structure type 2 should reflect the company's specific business requirements (overall company business process). They are made up of folders that convey the business process flow. There are 15 business process folders, namely Installation,

Configuration (for each operational process), Engineering, Inventory Management, Asset Management, Marketing, Sales, Production Planning, Purchase Planning, Requisitions, Purchasing, Production, Project Management, Shipping and Financial Management.

The entire process will be divided into Setup and Operational processes.

Each of the process folders and their sub folders contain logically related standard objects. One specific type object - business model activity -displays the business processes in model format.

 

The user may create other business process and report structure types reflecting the individual division, cost centre, profile or employee processes within the company.

hmtoggle_plus1Structure Maintenance Accessibility

Within the Tool option, Structure Maintenance Options allows the user with the correct profile, to activate the structure maintenance mode, to allow changes to be made to Business Process and Reports structures.

 

The user must have the structure maintenance security profile - either for reports or business processes. Once the profile has been activated, i.e. the 'on' has been selected, the change button will save the new setting. However, should the user log on again, the default to 'off' will apply.

hmtoggle_plus1Structure Maintenance Option

hmtoggle_plus1Support Applications

Support Applications are a type of object. They will be added to the list of objects within the System - and may be included in the Explorer tree structure.

When the user double-clicks on this type of object, the application will be activated and the actual object selected will be displayed in the application.

Applications that are used to create reports, such as MS Access and other tools, can serve as resources to support the normal duties within a company.  Any such applications can also be linked with icons and names pointing to the folder on the user's PC (if it is Private) or on the server (if it is in a public folder).

hmtoggle_plus1System Object Maintenance

The System Object Maintenance profile is responsible for maintaining System Objects. Objects can be converted from Private objects to Public objects and can be linked according to the normal rules. This button defaults to "off" and cannot be changed by a regular employee. When "on" is selected this profile allows the user to edit, add and delete objects.

Users without this profile may also edit, add and delete objects, but only privately created objects (i.e. owner id = user id and access indicator is private).

hmtoggle_plus1Transfer Sets

Transfer Sets are a type of object. They will be added to the list of objects within the System - and may be included in the Explorer tree structure.

When the user double-clicks on this type of object, the function will be activated and the actual object selected will be displayed in the function.

hmtoggle_plus1To Do Topics

TO DO Topics are a type of object. They will be added to the list of objects within the System - and may be included in the Explorer tree structure.

When the user double-clicks on this type of object, the function will be activated and the actual object selected will be displayed in the function.

The To Do List contains tasks, per employee, that originate within the System when business processes are executed.  It is not intended to be a diary and it is not intended to protect personal privacy.

The system generates a list of possible actions/tasks for a specific user's attention or mail messages create items or the user makes his/her own entries and actions are updated either by the system or the user.

This object type is not yet operational.

hmtoggle_plus1Training Course

Training Courses are a type of object. They must be added to the list of objects within the System - via the Object Details function (included here must be the path to the word document) and may be included in the Explorer Tree Structure.

The name and Icon points to a Word document containing training material on the object in question. A detailed explanation is provided on how to perform the transactions.

hmtoggle_plus1User Object Maintenance

hmtoggle_plus1User Object Maintenance

The User Object Maintenance view is used to create their own set of objects that will enable them to classify their objects according to their own requirements.

 

User Object Type Id.

This is a numeric Id number (Int) that will only be viewed through this view The Description will be linked to this Id.

 

User Object Description.

This description will be the name used on the Object Repository view as the search criteria, and can be linked to specific Object according to your choice.

 

Add, Change and Delete.

The user must have a security profile linked to the function Explorer with an access allowed of Add, Change and Delete.

hmtoggle_plus1User Object Types

User Object Types can be created by the user. This enables the client to classify their objects according to their own requirements.  Access to this function is via the menu option Tools, User Object Type.

 

All public objects that require a path will default to the system configuration path, but the user may change to another path.

hmtoggle_plus1Views

Functions are a type of object. They will be added to the list of objects within the System Views are accommodated in the Explorer tree structure. When the user double-clicks on the view object, the source will be displayed on the right hand side of the Explorer. Execution of the views must take place via the report tools (EIS, QQ, Access)

hmtoggle_plus1View Options (Attributes)

hmtoggle_plus1View Options Screen

Under the Tools option, under View Options, the user may select whether they wish to View all System Object Types or only some of the available object types.

 

The user may choose to make all system object types, namely, Access Reports; Executive Information System Reports; Third Party Tool Reports; SQL View Source Docs; EIS Extractions and Website References.

Quick Query Reports; Non-Posting Entity Reports; Business Forms; External Objects; Transfer Sets; TO DO Topics;  Business Model Activities; Training Courses; Support Applications; Folder Headings; Functions and SQL Views visible or hidden or any combination thereof.  The system default displays all system object types and categories.

hmtoggle_plus1Website References

Website references are a type of object. They will be added to the list of objects within the System - and may be included in the Explorer tree structure.

When the user double-clicks on this type of object, the Internet will be activated and the actual website address will be opened.