Accessing Process

After logging into the system, users see an option to access Process from the main navigation bar at the top of the screen.

To access a Process option, select the option from the Process drop-down list.

Figure 1-1 Process Drop-Down List

The Process Administrator and Process Manager roles are only given to Retailer users. Supplier users have access to processes associated to their supplier/site.

Access to Process functionality is restricted by the following roles:

Process Administrator

This can be assigned to Retailer users who need to configure Process, End Process, and Activity templates and the associated administration options.

If you have been assigned the Process Administrator Authority Profile, you can do the following:

• Access the Administration area and create, amend, or delete what has been set up for Process, such as, templates, teams, and pick list values.

• Create, amend, or delete Processes, Activities and Briefs.

• Schedule processes.

• Unlink records from a process.

• Access and maintain the system calendar.

• Access the Global Changes option to reassign the process managers.

Process Manager

This can be assigned to users who need to create processes and edit schedules.

If you have been assigned the Process Manager Authority Profile, you can do the following for those processes for which you are responsible:

• Access the Administration area and view what has been set up for Process, such as, templates, teams, and pick list values.

• Create, amend, or delete Processes, Activities and Briefs.

• Schedule processes.

• Unlink records from a process.