Process Maps Category

The process maps category contains the Manage Process Maps, Edit Process Maps, Import Process Maps, and the Export Process Maps app

• Manage Process Maps: Use the process maps manager to create, edit and delete process maps.
• Edit Process Maps: Use the process maps editor to update process maps.
• Import Process Maps: Use the process map import to add or replace process maps with updated process maps for another system.
• Export Process Maps: Use the process map export to export one or more process maps to .json files for import in another system.

Manage Process Maps

Manage Process Maps allows you to create, edit, delete, and rename process maps in your system.

To access manage process maps:

1. Select the Design module
2. Select the Process Maps category.
3. Click Mange Process Maps.
4. The Manage Process Maps table appears.

Managing process maps

The existing process maps display in a table with a toolbar to perform actions.

Standard toolbar actions are covered in the working with Longview tables section in the Longview Solutions Framework User Guide.

The toolbar contains the following additional actions:

1. Submit: Click to submit the changes to the process maps.
2. Refresh: Click to refresh the list of process maps. If there are any unsaved changes you will be prompted to save or discard them.

The table includes the following columns:

Edit Process Map

The Edit Process Map app allows you to edit a selected process map in your system.

Accessing edit process maps

1. Select the Design module
2. Select the Process Maps category.
3. Click Edit Process Map. The Edit Process Map selection dialog appears

Note: You can also access the edit process maps app through the Manage Process Maps app by right clicking on the row containing the process map you would like to edit and selecting the edit option.

Editing Process Maps

To edit a process map:

1. The Select Process Map dialog appears. Select the Process Map you would like to edit.
2. Click OK. The Edit Process Map table appears.

Adding a process step

Click Add to add a new step to your process map. Steps are not added until you click Apply.

Note: You can add a new process map step that has similar settings by selecting an existing row and clicking duplicate.

For each process map step, fill in the following fields:

Action Link Options

The following action link options are available, depending on the action type selected:

Default icons and colors

The following icons and colors are defaulted depending on the action type and action link selected:

Deleting a process step

Delete a process step by selecting the row and clicking delete. The process step is not deleted until you click Apply.

Note: Deleting a process step will automatically delete it from any next steps where it was listed.

Editing a process step

You can change the properties of a process step by selecting different values in edit process map table. No changes are applied until you click Apply.

Applying changes

To apply changes to the process map steps, click Apply.

Note: Step ID’s and Step Names cannot be left blank.

Refreshing the process maps

Click Refresh to refresh the list of process maps.

Import Process Maps

The import process maps app allows an administrator to import one or more process maps from the a .json file. This file can be used to copy the selected process maps to another system. Import process maps is found in the Process Maps category of the Design module.

To access import process maps:

1. Select the Design module
2. Select the Process Maps category.
3. Click Import Process Maps.

Importing process maps

The import process maps process allows you to import new and/or replace existing process maps.

To import process maps:

1. Select the file to import.
   1. The export process maps app stores exported process maps files in Documents\Longview\<LVID>\data\Process Maps.

      

2. Click OK.
3. If any process maps in the selected file will replace process maps already in the system a confirmation dialog will appear.

   

4. Click OK
5. The process map file will be validated.
6. If there are any validation errors, a table listing the errors will appear. No process maps are imported.
7. Otherwise, a process complete message will appear.

Reviewing validation errors

In normal cases validation errors occur only if the file imported was manually modified, which is not recommended. If there are validation errors the following table is displayed:

Export Process Maps

The export process maps app allows an administrator to export one or more process maps from the system to a .json file. This file can be used to copy the selected process maps to another system. Export process maps is found in the Import and Export folder of the Administration category.

Accessing export process maps

1. Select the Design module
2. Select the Process Maps category.
3. Click Export Process Maps.

Exporting process maps

When the export process maps app is selected the user is shown a datatable listing the process maps in the system.

Select the one or more of the process maps to include in the file and click Export. Once the export has been run selected process map definitions are downloaded to the \Documents\Longview\<LID>\data\Process Maps folder with a file name of Process Maps_<TimePeriod>_YYYMMDD_HHMMSS.json

The export process maps app display includes a table with a toolbar to perform actions.

Standard toolbar actions are covered in the working with Longview tables section in the Longview Solutions Framework User Guide.

The toolbar contains the following additional actions:

1. Export: Click to export the selected process map definitions to a .json file.
2. Select All Processes: Click to select all available processes for export.

The table includes the following columns: