5 Global Changes
This chapter describes the functionality available for making global changes to the assignment of users and Technologists. To make global changes, select Global Changes from the Admin list. The Admin - Global Changes tab opens. From this tab, the following updates can be made:
For more information on the users and responsibilities for the modules, see the following chapters in this guide:
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For Supplier, see Supplier Administration.
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For Process, see Process Administration.
Change Responsibility
The Technologist responsible for managing sites can be changed.
To change this responsibility:
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Select Change Responsibility in the left pane. The Change Responsibility page opens.
Figure 5-1 Change Responsibility Page
When the Site subtab is selected, the associated site name, site code, and supplier name are shown. You can also select to the role to be displayed in the list.
To see information based on audits, select the Audit subtab. To see information based on assessments, select the Assessment subtab. The site list is updated to display the selected information.
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Select the change for the Technologist. The list of available of Technologists is shown in the From and To drop-down lists.
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The list of sites is built based on the selection in the From field, that is, the list is filled with the records that are currently assigned to that person. Select the sites where the Technologist is to be changed. To select a site from the list, click the row.
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To make this global change, select the Submit action.
Change Site Managers by Spreadsheet
Instead of changing a particular technologist from one to another through the user interface, changes can be made using a spreadsheet and then uploading the changes.
To change site managers by uploading a spreadsheet:
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Select Site Managers by Spreadsheet in the left pane. The Change Site Managers by Spreadsheet page opens.
Figure 5-2 Change Site Managers by Spreadsheet Page
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Click Browse to search for the spreadsheet.
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Enter any comments to describe the reason for the upload.
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To upload the spreadsheet, select either the Submit or Submit, go to Manage Batch Jobs action.
Note:
The spreadsheet comprises six columns:
Supplier Code, Site Code, Lead Technologist, Other Technologist Update, Other Technologist Add, and Other Technologist Delete.
The Lead Technologist column in the spreadsheet replaces the existing Lead Technologist.
The Other Technologist Update column removes all Other Technologists and replaces with the values in this column.
Other Technologist Add adds this Technologist to the existing list.
Other Technologist Delete removes this Technologist from the existing list.
The above columns must be present in the spreadsheet, but can be left blank if not making those changes.
Change Process Manager
The Process Manager for selected processes can be changed.
To change the process manager:
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Select Change Process Manager in the left pane. The Change Process Manager page opens.
Figure 5-3 Change Process Manager Page
For each process in the list, the process title and parent process are shown.
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Select the change for the Process Manager. The list of available of Process Managers is shown in the From and To drop-down lists.
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Select the processes where the Process Manager is to be changed. To select a process from the list, click the row.
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To make this global change, select the Submit action.
Change Process User Names
The users assigned to a process can be changed.
To change the users:
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Select Change Process User Names in the left pane. The Change Process User Names page opens.
Figure 5-4 Change Process User Names Page
For each process in the list, the process title and parent process are shown.
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Select the role to be changed from the drop-down list. The available roles are Responsible, Owner, or Viewer. The available choices in the From and To drop-down lists depend on the selected role.
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Select the change for the role. The list of available of users is shown in the From and To drop-down lists.
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The list of processes is built based on the selection in the From field, that is, the list is filled with the records that are currently assigned to that person. Select the processes where the Process Manager is to be changed. To select a process from the list, click the row.
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To make this global change, select the Submit action.
Change Product Responsibility
Responsibility for selected products can be changed.
To change product responsibility:
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Select Change Product Responsibility in the left pane. The Change Product Responsibility page opens.
Figure 5-5 Change Product Responsibility Page
For each product in the list, the name of the product, quantity, product number, supplier name, site name, and business categories are shown.
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Select the Contact Role to be changed from the drop-down list. The available roles are Technologist, Buyer, and Production Development Manager. The available choices in the From and To drop-down lists depend on the selected role and business category.
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To select a business category, click the icon. The Select Business Categories dialog box appears. Select a category and select Ok. The list of products is changed to include only the selected business category.
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The list of products is built based on the selection in the From field, that is, the list is filled with the records that are currently assigned to that person. Select the products where the selected role is to be changed. To select a product from the list, click the row.
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To make this global change, select the Submit action.