Process Hierarchy

The Consultant can create a Process Hierarchy in the Process Explorer area. Only authorized consultants are allowed to change the Process Hierarchy.

How to set up or edit an existing Process Hierarchy

The correct access rights are required to be able to make changes in the hierarchy in the process repository.

The Site Administrator will be able to set these rights.

xmd_ProcessHierarchy_OptionsEditor

  1. Click the File Tab and then Options. The Options Editor will be displayed.
  2. Click Administration.
  3. Click the next to (Collection). The Access Rights Editor will be displayed.

xmd_ProcessHierarchy_OptionsEditor_AccessRightsEditorv6.5

  1. Click the required Administrators as shown in the following figure, Site Administrator.
  2. Click the Other
  3. Select the Allowed Access check box in the Repository section as indicated in the following figure.
  4. Click OK.

Add a Process Group

xmd_ProcessHierarchy_AddProcessGroup_NewHierarchyNode

  1. Right-click the Pencil icon next to the Process Group.
  2. Click the New Hierarchy Node as previously indicated. A new Node will be created.

Provide Node detail

When you right-click the newly created node, the following options will be displayed:

  • New Hierarchy Node – used to create another node
  • Edit – used to change the name of the newly created node from New Node to, for example, Human Resources or Plant Administration
  • Add Child – used to add, for example, a process within the Plant Administration Group of Processes
  • Delete – used to delete a node. Note: You can only delete a node if there is no content in that specific node

xmd_ProcessHierarchy_AddProcessGroup_NewHierarchyNode_MenuDetail

Considerations

Processes can be dragged and dropped between created Nodes within the Process Repository to change the order within the hierarchy. However, the Process Groups node can be seen as the default container for groups of processes or processes that are not assigned to any Hierarchy Node and cannot be moved or nested.

This is the legacy version of the XMPro Documentation site. For the latest XMPro documentation, please visit documentation.xmpro.com

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