Process & Activity Brief Extract File Contents
The Process & Activity Brief Extract report is created as an Excel XLSX spreadsheet.
The column headings are configurable system text, allowing for customization.
The generated report contains all Processes and Activities, and the Brief questions and answers for the required extract criteria. Processes are included based on the Process filters, regardless of the Activity filters; the Activity filters determine which Activities (if any) are included.
Briefs are associated to Processes and Activities through their respective Template glossary records. Process Templates can have multiple Briefs linked to them, but Activity Templates only allow a single Brief.
The following provides a guide to the extract layout.
Figure 7-8 Process & Activity Brief Extract Layout
Table 7-4 Process & Activity Brief Extract Layout
| Column | Source Location | Comments |
|---|---|---|
|
Process ID |
Process → Process Details → Details |
|
|
Parent Process |
Process → Process Details → Details |
|
|
Process Title |
Process → Process Details → Details |
|
|
Template Used |
Process → Process Details → Details |
|
|
Template Type |
Process → Process Details → Details |
|
|
Status |
Process → Process Details → Details |
|
|
Master Process |
Process → Process Details → Details |
|
|
Proposed - Launch Date |
Process → Process Schedule → Process Dates |
|
|
Process Type |
Process → Process Details → Details |
|
|
Master Concept |
Process → Process Details → Details |
|
|
Process Concept |
Process → Process Details → Details |
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|
Target Consumer |
Process → Process Details → Details |
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|
Process Manager |
Process → Process Details → Details |
|
|
Role |
Process → Teams |
Concatenated list of User Roles. |
|
Users |
Process → Teams |
Concatenated list of Users. |
|
The following columns are repeated per the Extract Criteria Process brief name/question. A pattern match to the Process Brief Name/Question based on the Extract Criteria Process Brief Name/Question, for each Process, determines whether the fields are populated or blank. If a question appears more than once under the same brief/section, the information in these fields will be concatenated (ordered the same across the fields). If there is no match, then all the fields will be blank for the process. |
||
|
Section Name |
Process → Brief → Section Name (Correlating to the Extract Criteria Question) |
This is the Section field-set name in the Process Brief, corresponding to the particular Question from the Extract Criteria. |
|
Question (Correlating to the Extract Criteria Process Question) |
Process → Brief → Answer (Correlating to the Extract Criteria Question) |
This is populated with the Answer, if completed, otherwise it will be blank. The extract will contain at least one row per Process. The process information will be repeated for the number of activities against each process. Note: The activities against a process can be filtered out by the Extract Criteria filters. |
|
Comments |
Process → Brief→ Answer → Comments (Correlating to the Extract Criteria Question) |
This column will only be included in the extract if the Answer given against one of the processs requires a mandatory comment. If the Answer for the question requires a mandatory comment, this field will be populated with the mandatory comment. The existing brief extract uses the question as a prefix to comments. This field will also incorporate the prefix. |
|
End of Repeated Process columns |
||
|
Activity Name |
Process → Activity → Activity Details → Details |
Multiple Activities can be selected in the filter. The extract will output separate rows per Activity, with the Process details repeated on each row. |
|
Proposed End Date |
Process → Activity → Activity Details → Details |
|
|
Actual End Date |
Process → Activity → Activity Details → Details |
|
|
Proposed Start |
Process → Activity → Activity Details → Details |
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|
Actual Start Date |
Process → Activity → Activity Details → Details |
|
|
Activity Status |
Process → Activity → Activity Details → Details |
|
|
Sub Status |
Process → Activity → Activity Details → Details |
|
|
Completed By |
Process → Activity → Activity Details → Details |
|
|
The following columns are repeated per the Extract Criteria Activity brief name/question. A pattern match to the Activity Brief Name/Question based on the Extract Criteria Activity Brief Name/Question, for each Activity, determines whether the fields are populated or blank. If a question appears more than once under the same brief/section, the information in these fields will be concatenated (ordered the same across the fields). If there is no match, then all the fields will be blank for the Activity. |
||
|
Section Name |
Process → Activity → Brief → Section Name (Correlating to the Extract Criteria Question) |
This is the Section field-set name in the Activity Brief, corresponding to the particular Question from the Extract Criteria. |
|
Activity Question (Correlating to the Extract Criteria Activity Question) |
Process → Activity → Brief →Answer (Correlating to the Extract Criteria Question) |
This is populated with the Answer, if completed, otherwise it will be blank. Note: The activities against a process can be filtered out by the Extract Criteria filters. |
|
Comments |
Process → Activity → Brief→ Answer → Comments (Correlating to the Extract Criteria Question) |
This column will only be included in the extract if the Answer given against one of the activities requires a mandatory comment. If the Answer for the question requires a mandatory comment, this field will be populated with the mandatory comment. The existing brief extract uses the question as a prefix to comments. This field will also incorporate the prefix. |
|
End of Repeated Activity columns |
||
|
Planned Working Days |
Process → Process Schedule → Process Schedule |
|
|
Proposed Launch Date |
Process → Process Schedule → Process Dates |
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|
Actual Launch Date |
Process → Process Schedule → Process Dates |
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|
Proposed Year |
Process → Process Schedule → Process Dates |
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|
Actual Year |
Process → Process Schedule → Process Dates |
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|
Proposed Week |
Process → Process Schedule → Process Dates |
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|
Actual Week |
Process → Process Schedule → Process Dates |
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|
Proposed Start Date |
Process → Process Schedule → Process Dates |
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|
Actual Start Date |
Process → Process Schedule → Process Dates |
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|
Proposed End Date |
Process → Process Schedule → Process Dates |
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|
Actual End Date |
Process → Process Schedule → Process Dates |
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|
Code |
Process → Activity → Activity Details → Details |
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|
Duration Days |
Process → Activity → Activity Details → Details |
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|
Sequence |
Process → Activity → Activity Details → Details |
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Checkpoint Only |
Process → Activity → Activity Details → Details |
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|
Critical Path? |
Process → Activity → Activity Details → Details |
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|
Is a Key? |
Process → Activity → Activity Details → Details |
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|
Is a Gate? |
Process → Activity → Activity Details → Details |
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|
Auto Gate? |
Process → Activity → Activity Details → Details |
|
|
Use Artwork |
Process → Activity → Activity Details → Details |
|
|
Activity Type |
Process → Activity → Activity Details → Activity Type |
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|
Record |
Process → Activity → Activity Details → Activity Type |
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|
Started Status |
Process → Activity → Activity Details → Activity Type |
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|
Completed Status |
Process → Activity → Activity Details → Activity Type |
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