Purpose:

A Process Master is a configuration element that represents a standardized workflow or operational sequence within an organization. It is used to define, manage, and streamline various processes critical to business operations. By centralizing the management of processes, the module ensures that workflows are well-documented, consistent, and optimized for efficiency.

When a procurement or operations system incorporates a Process Master, it allows users to define and manage specific workflows such as approvals, production steps, or service delivery tasks. This ensures alignment across departments and simplifies operational execution. Users can select or configure appropriate processes during transactions, task assignments, or when working with master data, ensuring compliance with established standards.

By utilizing the Process Master, organizations can maintain consistency in workflows, ensure adherence to operational guidelines, and achieve greater control over resource allocation. The module streamlines operations, improves data accuracy, and enables effective decision-making by providing clear insights into defined processes.

How to Navigate:

The navigation to record a Process Master in a production system typically involves the following steps:

• Click on the Main Navigation Icon:

The main navigation icon is usually located at the top right corner of the screen. Clicking on this icon will open the navigation menu, which includes links to various sections of the production system.

• Click on the Master Section:

Locate the Master section in the navigation menu, typically positioned on the left-hand side. Clicking on this section will display a list of available masters related to production and operations.

• Find the Process Management Section:

Under the Master section, locate and click on the Process Management option. This will display all functionalities related to managing processes.

• Click on the Process Master Link:

Within the Process Management section, select the Process Master link. This will take you to the Process Master listing screen, where you can view, add, or update processes and manage related transactions effectively.

By following these steps, users can easily navigate to the Process Master section and perform actions such as creating or editing process workflows, ensuring seamless operations and workflow standardization.

Listing Screen:

View a list of processes added by the users with Image, Process Name, Process Code, Added By, Added Date, Status. By clicking on any processes the User will be able to view the details of the process if the user wants to edit any details then the user can click on the edit button and can edit the needed details. From the listing screen the user can search, export and bookmark. On clicking on the Add Process button the user can add the processes.

Add Process:

• In a production system, the Process Master listing provides a comprehensive view of the processes associated with the organization. It includes relevant information about each process, such as the Process Name, Process Code, and other details, allowing for easy reference and management. Here is a breakdown of the Process Master in a production system:

• Process Name *:-  Enter a descriptive name for the process being added. This should be a unique identifier that clearly defines the process
• Process Code *:- Provide a unique code or short identifier for the process. This code is used for quick referencing and internal tracking.
• Process Image:- Upload an image that visually represents the process.
• Instruction Attachment:- Upload any documentation or instructions related to the process. (e.g. pdf or image file)
• Description:-  Enter a detailed description of the process, including its purpose, steps involved, and any important notes for reference. This provides clarity and context for users.
• Status:- Select the current status of the process (e.g., Active, Inactive).
• Save:- By clicking on the Save button the user can successfully save the process and can view the added process in the listing screen

 Import Process:

 Users can import production processes from external files. Bulk upload of processes by uploading the MS excel file in the stipulated format. The sample format file can be downloaded.