Assign items to a process

A process can be instantiated into a work order. A process must have the following:

• At least one linked item

• At least one operation with one entity assigned to the operation

• A routing specified if there is more than one operation

Each item that is linked to a process has its own process status. By default, the status of a linked item is the same as the status of a process. The status of an item must have the minimum required status before a work order is created from the process to produce the item as defined in the Lowest level process that can be instantiated parameter. An item can have the status as certified for the process while another item has the status as experimental.

You can link multiple items to a process to produce an item.

Assign items to a process

1. Check out the process to which you want to assign items. For more information on checking out a process, see Check out and check in a process.

2. On the Items to Produce section of the Properties window, click the + icon to add an item to the process.

   The Add Item dialog box appears.

3. On the top pane, optionally create a filter to limit the number of items returned.

   Leaving the filter blank will return all available items.

   To reset the filter, click Clear Filters.

4. Click Apply Filters

   

5. On the bottom pane, select the items and then click OK.

   The selected items are added to the Items to Produce section in the Properties window.

   

6. In each item's Status list, select its appropriate status.

   By default, status of a process is assigned to an item. You cannot assign a higher status to an item than the status of linked process. If the status of a process is lower than status of the linked item, then status of all items that have higher status is lowered to match the status of the process. For example, if you change status of the process from Approved to Disabled, then status of all the items associated to that process is changed to Disabled regardless of the original status.

7. In the Process Rank list, click the rank for the process.

   A process rank specifies the capability of a process to produce an item. If an item is linked to more than one process, the process with lowest rank for that item is considered as the most preferred process for producing the item.

8. Save the changes.