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My Demeter Documentation

Admin

What is it used for (purpose)?

  • To view all active and completed WMS Processes and CRM Processes
  • Only users with Admin Permissions can access the Admin Tab in WMS

What is on this page?

Filter (Left Pane)

  • Filter
  • WMS
  • CRM

Processes (Middle Pane)

  • Filter
  • Search
  • Sort
  • Refresh
  • Actual list of processes based on tag filters/sort/search applied

Processes Diagram for selected process (Right Pane)

  • Process Diagram

How to use the functionality on this page? 

Navigation 

  • Only users with Admin Permissions can access the Admin tab in WMS
  • There are two ways to navigate to this page
    • When in the Home page
      • Click WMS to go to the WMS app
      • In the middle section of the Navigation Bar, click Admin tab
    • When using the Navigation bar:
      • Click ‘Apps’ on the right-hand side of the Navigation Bar
        • You will see all available apps
      • Click WMS to go to the WMS app
      • In the middle section of the Navigation Bar, click Admin tab

Filter (Left Pane) 

  • When the “Filter” is selected (located at the top of the left pane) a filter will appear in the Right pane
  • Results will be dependent on the conditions set on the Field Filters on the right pane once applied
  • How to set up a Filter
    • You can close or cancel the Filter by clicking the cross located on the upper right corner
    • You can either choose Process(es) or Add Field Filters or you can do both
      • For Field Filters at least one of the fields must be populated
      • If you only select a Field Filter, selectable options are system fields for a process. Such as: Process End Date, Process Requestor, Process Status.
    • Field Filters – These filter the Process(es) on your condition(s). These are the three (3) conditions you can use:
      • Add Condition – You need to choose a field from the list of fields in the process
        • Operation options and Value fields will depend on the chosen field
          • For Value field, some of the fields will require you to input the value manually
          • Others will prompt you to select an option from a list
        • On the right side of the condition, you will see an ellipsis button. When clicked you can take these actions:
          • Delete – This will delete the condition
          • Add Parent OR – This will add an OR Group Header
          • Add Parent AND – This will add an AND Group Header
      • Add AND Group – This will require at least 2 conditions
        • AND logic requires all conditions to be true in order to get results
        • In plus/add icon there are a few Options you can choose from:
          • Add Condition
          • Add AND Group
          • Add OR Group
        • Next to the plus/add icon, there is a dropdown button
        • By default, value is “AND”
          • You can change the value from “AND” to “OR” or vice versa
        • Delete button – This will delete the group and everything inside the group
      • Add OR Group – This will require at least 2 conditions
        • OR logic requires at least one of the conditions to be true in order to get results
        • In plus/add icon there are a few Options you can choose from:
          • Add Condition
          • Add AND Group
          • Add OR Group
        • Beside the plus/add icon, there is a dropdown button
        • By default, value is “OR”
          • You can change the value from “OR” to “AND” or vice versa
        • Delete button – This will delete the group and everything inside the group.
    • There are 2 buttons located at the bottom of the right pane
      • Clear – clears all the values you set up in the filter so far
      • Apply – applies the values you set up for grouping and conditions and the results will be shown in the middle pane (Functionality Broken)

WMS

  • This Filter is pre-selected when the Admin Tab is open
  • By default, the list is chronologically ordered, with most recent at the top
    • All WMS processes with active and completed status are visible in the middle pane

CRM

  • This filter shows all CRM processes (both active and completed) and these are visible in the middle pane
  • The list is chronologically ordered

Processes (Middle Pane) 

Filter

  • Where you can filter the list by process status (Active or Completed). The default values of the filter are Active and Completed
  • You can change the filter applied to Processes by clicking the Filter button. Check and uncheck the option you want to filter. You can have multiple selected options or at least one selected option
  • Statuses (default Active)
  • The Statuses used in the filter are displayed in the upper portion of the middle pane
  • The Status is a badge shape with color fill and name inside, depending on the filter selected
  • When filter is/are selected:
  • For Active – color fill is Green
  • For Completed – color fill is Violet

Search

  • To search for processes type word(s) or letter(s) in the search field. Return is based on what is typed
  • To clear a search, click the clear or cross button. The return is the full list of processes

Sort

  • Sort the Process List based on a selected option
  • By default, Recent is the selected option
  • The Process list will be sorted in chronological order (date and time stamp), most recent one at the top
  • To change sort option, click the dropdown button. The list of options is as follows:
    • Recent – list sorted in Chronological order, earliest one at the top of the list
    • Process – list sorted in Alphabetical order based on the Process Name
    • Owned by - list sorted in Alphabetical order based on the name of the Process Owner which is displayed beneath the date and time stamp

Refresh button

  • This will refresh the Process list without refreshing the whole page
  • Actual list of processes displayed is based on filters/sort/search applied
  • Click one of the processes in the list, the diagram will be visible in the right-hand pane

Process Diagram (Right Pane)

On the upper left-hand side of the right-hand pane:

  • Process name is displayed (Matches the selected process name in the middle pane).
  • Zoom percentage of the process diagram is shown inside the button details
  • With your cursor on the page, scroll up or down to increase or decrease the zoom percentage
  • To reset zoom to original settings, Click the zoom button (Zoom is restored to 100% and diagram is in its original position)

On the upper right-hand side of the right-hand pane:

  • Process Status is displayed (matches filter(s) and badge)
  • Expand Button
  • Click to expand the Process Diagram occupying all panes
  • When in expand view, the expand button changes to collapse button. Click to go back to normal view

You can reposition the diagram by dragging in the space around the process diagram to reposition the diagram:

  • Use your mouse scroll wheel to zoom in or zoom out
  • To reset diagram position to original settings, Click the zoom button (Zoom is restored to 100% and diagram is in its original position)

Process Status Key

  • Located at the bottom of the left corner of the diagram. Default display is expanded.
  • Click the collapse button on the Process Status key
    • The labels should be hidden and only the color codes are visible
  • Click the expand button on the Processes Status key
    • The labels should be visible

Process Diagram

  • You can see the status of each Task/Notification/Timer of the Process in respective color code
  • Click a Task on the process diagram
    • The Task Information should be displayed over the top of the process diagram
      • Name of task and process name
      • Assigner to
      • Actual Start
      • Completed
      • Scheduled Start
      • Scheduled End
      • Process Design Details (Effort and Duration)
    • Close Task Information by clicking the cross or close button on the top right corner of the Task information Box
    • Go to the Task by clicking the “> Go to Task” found beneath the Effort Field
      • Shows you to the form of the selected task
      • If the task is completed, date and time when the task was completed is visible inside a banner, above the first field in the task form
      • Either the task is completed or active, you can change the data inside the field, you can
        • Undo the changes you made (only if you have not saved yet)
        • Save the changes you made
          • “Rollback” button is only available to users with admin permissions
          • For transition values, if you want to change and reroute the process flow you need to:
            1. Go back to the task where the transition value is located, by:
              • Clicking the “Rollback” button located at the bottom right corner of the right pane, you will see the list of preceding task(s)
              • Select the task where the transition value is located and confirm the action
              • The selected task will be reactivated in the diagram
              • The same applies to a sub process. If you want to rollback you need to select the preceding task or transition to define a new route for the process.
            2. Complete the task by going to the reactivated task in the diagram:
              • Click the “>Go to Task” button then
              • Click the “Go to Task in WMS” button
              • You can change the transition value then complete the task
              • This will reroute the process flow

 

Last updated: 24 October 2023 03:15 PM
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