Launch Product Revision - User Manual

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Review History

Version Control

Reference Documents

Table of Content

Table of Content3
1.Introduction4
1.1.Scope4
1.2.Assumptions4
1.3.Definition, acronyms and abbreviation4
2.Training Details5
2.1.Application URLs5
2.2.Basic Information about Application5
2.3.Application Features6
2.4.Notifications6
2.5.Initiating the request7
2.6.Project Team8
2.7.Different ways to access user tasks9
2.8.Identifying the basic information in Header Section10
2.9.Different ways to access Attachments10
2.10.Basic lookouts to complete the task11
2.11.Using Need for More Information Option11
2.12.NPDI Workflow walkthrough13
2.13.NPDI Dashboard Walkthrough26
2.14.TT Workflow walkthrough30
2.15.TT Dashboard Walkthrough40
3.Security42
3.1.Permissions42
4.Error handling & contact support42

1. Introduction

This document will guide the user on how they can access the Launch application and perform their activities in this newly designed tool. Also this document will guide them about the features of Launch tool and how they can utilize the same in their day to day business needs.
Please Note - Only performance and look and feel has been enhanced with no change or impact on any business functionality. the business functionality remains intact.

1. 1. Scope

• Walkthrough of the Launch Application.

1. 1. Assumptions

• All the appropriate access has to be provided to the users prior to sharing this Guide.
• Users going through this training document are well aware of these workflows.

1. 1. Definition, acronyms and abbreviation

      Terms	Definition

2. Training Details

1. 1. Application URLs

You can access the application by hitting the below URLs in your CHROME browser:
To access Test Environment: {+}http://bpmsim.solvay.com+
To access Live Environment: {+}http://bpm.solvay.com+
Please Note: That you need not to provide any username and password while accessing the application. The application has a 'Single Sign On' feature. Which will enable the user to login in automatically once the URL is used on the browser within Solvay Intranet.

1. 1. Basic Information about Application

As soon as user hits the URL in browser they will be viewing the below screen:

Please find the details of each Tab that is visible in the application and what can be achieved from that tab:

• Launch Request: This tab will give users the ability to initiate the Launch request into the system. Also this Tab will only be accessible to 'R&I Project Leaders' to initiate NPDI Process and 'S&OP Manager' to initiate Tech Transfer Process.
• Launch Inbox: This tab will act like the inbox you have in your mailbox i.e. any 'Active' task that is assigned to you will be visible to you under this tab. Users can click on TaskId (which will be a hyperlink) to open the task and perform their activity. Please note that as soon you complete your activity or submit the task it will disappear from your inbox.

• Task List Management: This tab will provide users to look into all the latest tasks regardless of their status, projects, and assignments. Users can click on the TaskId (which will be a hyperlink) to open the task. However the user cannot submit, save the task if it is not assigned to them.
• Dashboard: This tab gives users the ability to track the status of their projects. Users can see only the projects for the region they are associated with. Users can see the basic details of the project i.e. Market, Requester, Region, Plant, Process Status etc. Users can click on project name to check the process status and further click on any box in the flow diagram to drill down the tasks associated with that stage of the process.
  1. Application Features

Below listed are the features of this application that users can utilize:

• All new and enhanced user interface and user experience
• Collapsible side navigation panel for request,inbox, task list management and dashboard.
• Old buttons are now replaced with Fab Icons at the bottom right of each page.
• Back button available in all pages inside the fab buttons.
• Sorting and smart search features available on every tabular format.
• Improvised Header with distinct color and responsiveness.
• Replaced traditional box dashboard representation with New stepper.
• Introduced new stepper representation for dashboard level and stage level view for better experience
• Eased page navigation throughout the application
• Autocomplete or word completion feature implemented to predict the rest of the word in dropdowns.
• File attachments made easy with additional drag and drop feature
• Users interested to refer to the previous data or consolidation data can do so by using the toggle button at the top right corner.
• Improved user interface with fast loading for Team building on dashboard view.
• Process level and stage level can be viewed on same page now without the need to navigate through different screens of application.
• Enhanced performance and response from the application.
• Project Team creation based on dynamic Business Rules.
• Reassignment and delegation features from the Dashboard.
• Place the process On Hold if awaiting any confirmation or details or to prevent any further movement of process until the information is received or the issue is resolved.
• Resume the process once the information is received or the issue is resolved.
• Kill the process, if the decision is taken to cease all work and the project will never be resumed.
• Ask any team members about any missing information required. The system will send the email notification to the selected user and will capture the missing information request in the Dashboard.
• Restricted access based on Roles.
• Single Sign on feature.
  1. Notifications

Below are the scenarios and list of Notification that system will send to the appropriate users automatically:

1. 1. Initiating the request

The process is capable of initiating two types of request:

• New Product Industrialization (NPDI):

• By default the system displays the NPDI option selected.
• User needs to enter all the details, to enable the Submit button.
• All the mandatory fields are marked with "*" and attachments with a message in red.
• As soon as the user chooses the 'Plant', the system will auto-populate the Plant SAP Code and its Region.
• The attachment option (Paper-Clip) icon will remain disabled until the user selects any attachment type from the dropdown.
• As soon as a user enters Plant, Market, Product Family he will get an option to choose the Project team.

• Technology Transfer (TT):

• User needs to enter all the details, to enable the Submit button.
• All the mandatory fields are marked with "*" and attachments with a message in red.
• As soon as the user chooses the Sending/Receiving 'Plant', the system will auto-populate the respective Plant SAP Code and its Region.
• The attachment option (Paper-Clip) icon will remain disabled until the user selects any attachment type from the dropdown.
• As soon as a user enters Sending/Receiving Plant, Market, Product Family they will get an option to choose the Project team.
  1. Project Team

Project team is created or identified based on certain business rules that run in the background as soon as the user clicks on the Project Team icon in the Request Page. The business rules for both the process are different and mentioned below:
NPDI: The business rule is a combination of below

• Plant
• Region
• Market
• Product Family

This means that a user has to be active in all of these attributes in order to get their name in the Project Team suggested by the system. Since multiple people could fulfill these criteria the hence system lets the user (Requestor) choose the best possible user against each and every Function.
TT: This process contains two separate project team creation activities, first at the time of project initiation (i.e. via Request Page) and once the project approval is received at the 'TT Validation Team and Notification Task'. For both cases, the business rules are considered as follows:

• TT Request Page
  • • Strategy – Based on Product Family users chooses.
    • Technology Manager – Based on Product Family & Region.
    • Sending Plant Tech Manager – Based on Sending Plant selected.
    • Receiving Plant Tech Manager – Based on Receiving Plant selected.

Since multiple people could fulfil these criteria, the system lets the user (Requestor) choose the best possible user against each and every Function.

• TT Team Validation & Notification Task:
  • • Receiving Site
    • Region
    • Product Family
    • Market

This means that a user has to be active in all of these attributes in order to get their name in the Project Team suggested by the system. Since multiple people could fulfill these criteria the system lets the users (Requestor) choose the best possible user against each and every Function.
Please Note: As soon the user selects the team and click on submit button, the system will trigger a notification to all the users chosen as a part of the project with some basic project details.

1. 1. Different ways to access user tasks

The user can access the tasks assigned to them from 4 ways mentioned below:

1. Launch Inbox: All the tasks assigned to the users can be located under this Tab. However once a user submit (Completes) the task, it will be removed from their inbox. Inbox will only display 'Active' tasks.
2. Notifications: Users will be notified by the system if any task is assigned to them and they need to perform any action. Users need to watch their mailbox with the subject "Launch-Action Required (Project Name)". The users can open the email and will find a hyperlink in the mail body. Users can click on it and it will directly open their task in another tab of your chrome browser.
3. Dashboard: Users can look into their projects, click on the Project Name to get an insight of its current status. Further, they can click on any phase which shows 'Active (in blue color)' to drill down to the stage level view, where they can find the tasks list under that phase and can see if any of the tasks is assigned to them by looking into the 'Owner' column of stage level view.
4. Task List Management: Users can go to this tab, use the Quick search with their name to identify any tasks opened and assigned against their name. IMPORTANT NOTE: this tab will only display the most recent 80 tasks generated by the system regardless of their status. For this reason, it is likely a user will not be able to find any tasks against their name due to the restricted number of results. Hence users should always rely on either the email Notifications or Launch Inbox for the most reliable list of active tasks.
5. Filter: Now users can search in the Task List Management list with Project Name, Task type, Task ID and Task Status.
6. To search user need to click on Advance search icon beside quick search icon.as per below screen
7. 
8. On click of Advance search user will get below screen
9. 
10. To search with Project Name, user need to provide Project Name or keyword on which user want to do a search for example user want to search for Project which contains "test" in Project Name. User need to enter test(No need to put test, system will automatically put *and do wild card search) in Project Name text input text box and click on search icon

1. Users will get below the screen as a result. User will get the list of projects which contains Test in their project Name.
2. 
3. Similarly advance search for Task Type, Status, and Task Id can be done. Project Name, Task Type and Task Status do a wildcard search.

1. 1. Identifying the basic information in Header Section

You can find some basic information about the project in the header section of your tasks, dashboard.

The header will contain below details:

• Project Name – This is the project name with a format of 'ProductName_ProcessType_currentYear/FourDigitSystemGeneratedNumber'
• Plant Name & Plant SAP Code – Displays Plant Name along with SAP code.
• Process Type – Displays the process type initiated (NPDI or TT)
• Process Run– Displays the current Run of the process i.e. First Run or Repeat Trial 1,2,3….n
• More Information Section – In the right most section you will find an "Information Icon". By clicking that icon a side navigation window will open containing further details of the project primarily captured during project initiation i.e Market, Product Family, Business Justification, Creation Date, Requester Name, Desired Production Name, view all attachments icon etc.
  1. Different ways to access Attachments

Attachments can be accessed via 3 different ways mentioned below:

1. Any attachments made against a task can be visible at the bottom of the very same task in a tabular format. Users can click on the Attachment to download it (if a file) or open it (if a URL) in a new tab. If required a user can remove the attachment by clicking on the Trash icon under column remove.

1. Users can access any attachment made against the project from their task via Click to More Information icon in header → this will open a side nav → scroll down in the side nav to find a paper clip icon → click on that paper clip to open a dialog that will contain all the attachments made against that project.

1. Go to dashboard, search for your project. Open the project by clicking to the hyperlink under column shortId → This will open Process Level View → locate the paper clip icon in the top right section of the screen → click to view all the attachments made against the project.

1. Other Optional Attachment description can be provided while attaching Other Optional type attachment throughout the application's screen. This is applicable for both Link and file attachment.

Link:

File:

Attachment Table:

1. 1. Basic lookouts to complete the task

• When a task is assigned to you, look into your Launch Inbox.
• Open the task by clicking to the task Id hyperlink.
• Fill all the fields that contains "*" marks stating Mandatory fields.
• Put all the mandatory attachments (if any mandatory a message in red will be displayed).
• In case of multiple attachments, you first need to select the 'Attachment Type' from the dropdown then only the paperclip option will be activated for you to make an attachment.
• Once all the details are filled in the screen, then only your 'submit' button will be enabled.
• Please note the submit button will not be enabled if you have picked someone else's task and you are not the owner of that task.
  1. Using Need for More Information Option

Users can ask any other member of the selected project team for more information, however this option is available only in some of the tasks as per the business requirements.
You can follow the below steps to utilize this feature:

• As soon as you click on the "Need For More Info" button, a popup window will appear.
• You need to provide the details i.e. Title, Missing Information details and then you need to choose whom you want to send this request for information to using the option provided below.
• You can select multiple users for the same request.
• Once you filled all the required details and selected the users to whom you would like to ask for this information, click on the Send button at the bottom of the popup.

• As soon as you click on the send button, the system will automatically send an email to the team members selected for this missing information by the task owner.
• Once the email is sent, the user can close the task by clicking the 'Close' button.
• Missing Information summary can be visible at the Task from where the missing information was initiated and also within the main Dashboard view. However, the Dashboard will display all the missing information details made against that project, whereas the Task will display only the missing information details specific to that Task.

Missing Information at Task Level:

Missing Information at Dashboard Level:

• Please note that no responses to the missing information requests will be captured in the system, it will only capture the missing information request. Users need to communicate outside the system to resolve those requests and then can come to the application to submit their activity.
  1. NPDI Workflow walkthrough

Below section will guide you on how to access and proceed with end to end flow for NPDI process:

• NPDI Request Initiation: As soon as the user puts in all the relative information and selects the project team the 'Submit' button will be enabled.

• NPDI Project Team Creation during Initiation: If any function or department has only one user identified via business rules then the system will pre populate the user.

Multiple Support Team Members can be added. Select the checkbox appearing in the support Team Member list.

• Save NPDI Request: Users can Save Request anytime while creating Requests for NPDI or TT. Saved requests will be visible as a list on the application home screen.

Save Request functionality could be used at the time of creation of request on click of Save.

After the Click on save system will ask for a name to Save request. Please provide a Name to save your request.

After clicking on save, the user will get the following message. And click on close.

After clicking on Close, User will be redirected to the home screen and a list of Saved requests will be visible.

If a user wants to open any saved request, the user can click on request Name and the request page will be opened with filled data.
User can update the data or Save again the request or the user can submit the request.
If a user saves a request with an existing name, It will override the request data. Only the latest data will be available.
Users can click on the New Request button to create or save a new request.

• Successful NPDI Request Creation: As soon as user clicks on 'Submit' button in request screen, the request will be created in the system and it will display below success message containing the 'Project Name' in the format 'ProductName_ProcessType_CurrentYear/SystemGeneratedUniqueNumber'

• Notifications: As soon as a new request gets created the system will send a notification with subject "Launch - Project Initiated (Project Name)" to all the persons which are chosen to contribute in this project for NPDI workflow.

• Task Assignment & Inbox: If any task is assigned to the user, they need to go to their inbox to verify. Else they should check their Solvay Gmail mailbox for the notification.
• Task Activated Notification: User will be notified with the email with subject "Launch – Action Required (Project Name)". This notification will only be sent to the user to whom the task is assigned. The user can click on the hyperlink as displayed in the below screenshot to open the task from the mailbox directly without hitting the application URL. The email will look like below:

• FG Creation Form: User needs to complete this task by filling required comments and Finished Goods Material Creation Form.

• Proposed Technical Package and Trial Plan: User needs to provide the Technical Package details, Material Balance Process Details, Proposed Product Specification details and mandatory attachments (Technical Package & HAZCOM).

Task Is Renamed for NPDI to Proposed Technical Package.

• Cross Functional Trial Plan: User needs to provide NPDI Trail Plan information and mandatory attachments (Minutes of Meeting & Risk Assessment).

• SAP FG Material Creation & Basic Views: User needs to provide whether the SAP Codes are successfully created, if yes then provide the details of Bulk Code, PRCom code and Package Code along with its descriptions. NOTE: The system is currently limited to only one Package Code. If more than one Package Code is created for a project, the user should type all of the details into the single Package Code line separated by commas (i.e. 135620, 137980, 139400).

If a user clicks "No" for Are SAP codes Successfully Created? System will display a warning message and the submit button will be disabled.

Ability to add multiple package code
User can add multiple package code and description as below
Enter the Package code and description and click on Add icon

Table will be displayed on bottom as below

• SAP BOM and Recipe and Product Version: User needs to verify the Production version recipe & BOM manually into SAP and provide confirmation along with Plant tech manager comments.

If user clicks on "No" for Verify Production version recipe & BOM setup, System will display a warning message and Submit button will be disabled.

• Production Planning and MRP View: User needs to verify the MRP views manually into SAP systems and provide the confirmation along with Plant Material Manager's Remarks.

User clicks on "No" for Verify MRP Views in SAP, system will display a warning message and disable the Submit button as below

• Perform Cost Rollup and Confirmation: User needs to verify the Cost Roll up manually in SAP and then provide the confirmation along with Plant controller remarks.

If User Clicks on "No" for Verify Cost Roll up in SAP, system will display a warning message and disable the submit button

• Regulatory Approval: User needs to provide the Regulatory Approval Remarks along with an option to upload any other optional document (Which is not a mandatory attachment)

• Analytical Approval: User needs to provide the Analytical Approval Remarks along with an option to upload any other optional document (Which is not a mandatory attachment)

• Supply Chain Validation Approval: User needs to provide the Supply Chain Approval Remarks along with an option to upload any other optional document (Which is not a mandatory attachment)

• CAPEX Analysis and Validation: User needs to provide the CAPEX Approval Remarks along with an option to upload any other optional document (Which is not a mandatory attachment)

• Commercial Approval: User needs to provide the Commercial Approval Remarks along with mandatory Customer Qualification Plan attachment and an option to upload any other optional document (Which is not a mandatory attachment)

• Purchasing Approval: User needs to provide the Purchasing Approval Remarks along with an option to upload any other optional document (Which is not a mandatory attachment)

• QM Views in SAP: User needs to provide the confirmation of views created in SAP by manually verifying in SAP systems and provide the QM Admin Remarks.

• Provisional Technical Data Sheet: User needs to provide the TDS remarks and an option to upload any document as another optional attachment (Not a mandatory attachment).

• Draft SDS and HSE Label Creation: User needs to provide the confirmation of Draft SDS successful creation in SAP systems along with required product stewardship remarks.

• Transportation Classification and labels: User needs to provide the confirmation on transport classification successfully created in SAP systems along with Transport classification remarks.

• Release SDS and HSE Labels: User needs to provide the confirmation on successful release of the SDS and Label in SAP system along with Product Stewardship Remarks.

• Change SAP status to Commercially Available: User needs to provide the confirmation of SAP status set to commercially available in SAP system and provide the SAP administrator remarks.

• Manufacturing Readiness: User needs to provide the plant tech manager remarks and an option to upload any document as another optional attachment (Not a mandatory attachment).

• Industrial Trial Approval: User needs to provide the R&I Technical Project Leader Remarks along with a mandatory attachment "NPDI Manufacturing Readiness Checklist"

• Plant Post Production Report: User needs to provide the Plant tech manager remarks along with a mandatory attachment of "Plant Post Production Report"

• Project Completion Approval: User needs to provide the R&I Technical Project Leader remarks, needs to provide the confirmation whether a repeat trial is required or not along with a mandatory attachment "Post NPDI Trail Review Checklist". If the the Kill button is selected, the user will be prompted to enter a justification before accepting the submission. NOTE: Once a project goes to Kill status, it cannot be reverted back to active and thus cannot be changed.

• Previous Task Data Section: This section provides the user all the details that have been entered during First Run by the users prior to his tasks. So that he can take any reference to the comments if any. User needs to click on each function name to expand the panel to view all the required details entered by that function.

• Previous Run Data for Repeat Trials: This section provides the user all the details that have been entered during Repeat Trials by the users prior to his tasks. So that he can take any reference to the comments if any. User first needs to click on the repeat trial he wishes to look for details for and then click on each function name to expand the panel to view all the required details entered by that function.

1. 1. NPDI Dashboard Walkthrough

• Project Initiated:

• Process Level view: User must click on the hyperlink under Column ShortId to open the process level view

• Stage Level View: Users can click the stages that are displayed as active to get more details about the tasks under this phase/stage, task owners, creation date, last modified date and an option to reassign the task.

• Preparation Phase Completion: As soon as any phase gets completed it will turn Green, and if it's active it will turn Blue. You can refer to the color indicators mentioned in the bottom of the screen.

• Repeat Trials: If user opted for a repeat trial then the process view will generate another flow right below the First Run flow:

• Project On-Hold: The current Active Phase will be suspended and is represented by the below mentioned color along with its remarks.

• Project Resumed: The on Hold process can be resumed again and will be displayed via Blue color, an indication to be active again. Resume comments can be seen at the bottom of the page under "Project Status Logs"

• Project Killed: When the project is Killed "It cannot be reverted" and is represented via Red color.

1. 1. TT Workflow walkthrough

• Tech Transfer Request Initiation: As soon as the user puts in all the relative information and select the project team the 'Submit' button will be enabled

• Pre-Approval Project Team: If any function or department has only one user identified via business rules then the system will pre-populate the project team member.

Save TT Request: Users can Save Request anytime while creating a request for TT. Saved requests will be visible as a list on the application home screen.
Save Request functionality could be used at the time of creation of request on click of Save.

After Click on Save system will ask for a name to Save request. Please provide a Name to save your request.
After clicking on Save, the user will get the following message. And click on close.

After clicking on Close, User will be redirected to the home screen and a list of Saved requests will be visible.

If a user wants to open any saved request, the user can click on request Name and the request page will be opened with filled data.
User can update the data or Save again the request or the user can submit the request.
If a user saves a request with an existing name, It will override the request data. Only the latest data will be available.
Users can click on the New Request button to create or save a new request.

• Successful TT Request Creation: As soon as user clicks on 'Submit' button in request screen, the request will be created in the system and it will display below success message containing the 'Project Name' in the format 'ProductName_ProcessType_CurrentYear/SystemGeneratedUniqueNumber'

• Technology Manager Approval: The task owner must provide the appropriate comments under the Technology Manager Remarks field. Also the user has the option to upload any document or link as an Optional Attachment (It's not a mandatory attachment). The user also has the ability to 'Approve', 'Save & close', 'Kill' the project or 'Cancel' to go back to their inbox.

• Issue Tech Package: The user needs to provide the Technical package details along with some mandatory attachments (Sending Site Procedure, Specification Methods, Raw Material Specification, Raw Material SDS).

• Receiving Plant Approval: The user needs to provide the required remarks with an option to upload any document or link via Optional attachment (Not a mandatory attachment).

• Team Validation: The user needs to provide the required remarks, and need to choose the project team which will be participating in the workflow along with mandatory Attachment (Link to TT Checklist on Google Drive).

• FG Creation Form: The user needs to provide the required comments, along with selecting the radio button 'whether it's an extension'. If yes, then 'FG Material Creation Form' attachment is optional, otherwise it will be mandatory for the user to upload an attachment to enable the submit button.

• Proposed Technical Package: The user needs to provide the required remarks against the proposed technical package and also has an option to enter the 'Material Balance Process Details' & 'Proposed product Specification', but both of these tables are not mandatory. Along with that user needs to put a mandatory attachment (Receiving Site Procedure).

• Cross Functional TT Trial Plan And Risk Analysis: The user needs to provide Technology Manager remarks along with three mandatory attachments (Risk Assessment, Minutes of Meeting and TT Trial Plan CheckList ).

• SAP FG Material Creation & Basic Views: The user needs to provide whether the SAP Codes are successfully created, if yes then provide the details of Bulk Code, PRCom code and Package Code along with its descriptions.

• Production Planning & MRP Views: The user needs to verify the MRP views manually in the SAP system and provide the confirmation along with Plant Material Manager's Remarks.

• SAP BOMs and Recipe and product version: The user needs to verify the Production version recipe & BOM manually in the SAP system and provide confirmation along with Plant Technical Manager comments.

• Analytical Approval: The user needs to provide the Analytical Approval Remarks along with an option to upload any other optional document (Which is not a mandatory attachment)

• Purchasing Approval: The user needs to provide the Purchasing Approval Remarks along with an option to upload any other optional document (Which is not a mandatory attachment)

• Customer Qualification Plan: The user needs to provide the Customer Qualification Planning Remarks along with an option to upload any other optional document (Which is not a mandatory attachment)

• Supply Chain Approval: The user needs to provide the Supply Chain Approval Remarks along with an option to upload any other optional document (Which is not a mandatory attachment)

Toxicology Approval: If is New Chemical is yes then Toxicology Approval Task will be created before Regulatory Approval Task

• Regulatory Approval: The user needs to provide the Regulatory Approval Remarks along with an option to upload any other optional document (Which is not a mandatory attachment)

• Product Qualification Approval: The user needs to provide the Product Qualification Approval Remarks along with an option to upload any other optional document (Which is not a mandatory attachment)

• QM Views in SAP: The user needs to provide the confirmation of views created in SAP by manually verifying in the SAP system and providing the QM Admin Remarks.

• Perform Cost Rollup and confirmation: The user needs to verify the Cost Roll up has been completed in the SAP system and then provide the confirmation along with Plant controller remarks

• Draft SDS and HSE Label Creation: The user needs to provide the confirmation of Draft SDS creation in the SAP system along with required product stewardship remarks

• Transportation classification and Label: The user needs to provide the confirmation of transport classification successfully determined in the SAP system along with Transport classification remarks.

• Release SDS and HSE Label: The user needs to provide the confirmation of successful release of the SDS and Labels in the SAP system along with Product Stewardship Remarks.

• Change SAP Status to commercially available: The user needs to provide the confirmation of SAP status set to commercially available in the SAP system and provide the SAP administrator remarks.

• Manufacturing Readiness Approval: The user needs to provide the Plant Technical Manager remarks and an option to upload any document as other optional attachment (Not a mandatory attachment).

• Industrial Trial Approval: The user needs to provide the Industrial Technology Manager Remarks along with a mandatory attachment "TT Manufacturing Readiness Checklist".

• Plant Post Production Report: The user needs to provide the Plant Technical Manager remarks along with a mandatory attachment of "Plant Post Production Report"

• Project Completion: The user needs to provide the Industrial Technology Manager remarks, needs to provide the confirmation whether a repeat trial is required or not along with a mandatory attachment "Post TT Trail Review Checklist".

1. 1. TT Dashboard Walkthrough

• Project Initiation: As soon as the project is initiated, you can find it in the Dashboard Summary List.

• Process Level View: The user has to click on the hyperlink under Column ShortId to open the process level view

• Stage Level View: The user can click the stages that are displayed as active to get more details about the tasks under this phase/stage, task owners, creation date, last modified date and an option to reassign the task.

• Process Level View: The completed phases are represented by Green color and the one which are active by Blue color. The user can click on them to further get details about their tasks, assignment, status etc.

• Project closure: Once the process is completed with no repeat trials all the steps will be in green representing the completion of a project.

1. 1. Project Team updation from Dashboard

This functionality is the same for both TT and NPDI. Users can update team members from dashboard only to the role where the user belongs to, in other words the user can only change the team member for his or her role.
Note: Only Super user or Project team leader would have full access to update the team member irrespective of role.
Click on Project Team icon from dashboard

On the screen below where the user belongs to a particular role, only that drop down or role list will be enable to modify rest all will be disabled. For example in the screenshot below I do not have a Business role, so this is disabled for me.
but I do have R&I Technology Leader and few other roles so I can update or assign the user for those particular roles.
In this example I am assigning the Industrial Technology Manager Role.

After assigning the user to the role Update Button will be enabled and clicking on Update button will update the project team.

1. Security
   1. Permissions

Current permissions are being setup in the system as per below:

• • Launch Request –
    • For NPDI only R&I Technology Project Leader & Plant Technical Manager can initiate the request.
    • For TT only the S & OP Manager can initiate the request.
  • Dashboard –
    • Super User – Can access full applications without any filters.
    • Project Leader – Can see all the projects based on the Region(s) they belong to.
    • Regional User – Can see all the projects based on the Region(s) they belong to.
    • All users – Can access or see projects restricted only to their Plants.
  • On-Hold, Resume & Kill Buttons will only be enabled for Project Leaders.
  • Team update via Dashboard, will only be available for Project Leader.
  • Reassignment – Only Task Owner, Project Leaders (as per Region), and super users can perform this activity.

1. Error handling & contact support

• An automatic email will be triggered to the BPM support team if incase of any process failure via Freshdesk ticketing tool.
• In case the user is facing any issues while performing any activity in the application or accessing the application, they may perform any if the below activities to trigger a support request:
  • Email to Freshdesk support:
    • Send an email to 'IS-CAPG-BPM@support.solvay.com'
    • Provide all the details of the issue i.e. Task Name, Project Name, Issue details etc
    • If possible a snippet would help the support team rectify the issue in the shortest period of time.
  • Open a ticket manually via Freshdesk:
    • Login to Freshdesk Tool URL - {+}https://sbs-support.solvay.com+
    • Choose an option to create a new ticket, and chose the below options:

The best way to get IT support is to use the new Service One Platform.