Manual Category

MANUALS > Library > Library Transaction Codes > Manual Category

Manual Category

The System Transaction Codes are displayed with both the Code Names and Descriptions. The Code Descriptions directly illustrate their functionality and role in the system, as fields are populated and tasks are performed.

Module:	Library
Transaction Code:	Manual Category
General Description:	Categories to be associated with each Manual.
Are Authorization Steps Available?	Y
Is System Notification Available?	Y
Control Panel Path(s):	Library/Update/Manual Control
Windows(s):	w_manual_control_eu
Related Switch(s):	Not Applicable
Functions:	Assigns a Category for each Manual which is useful for searches.
Reports:	Library Print, most selections allow for a Manual Category filter to be applied.

Available Functionality:

Also allowing for authorization processes to be follow as required by each manual category.

The Manual Category code may be entered via Setting/Explorer/System Transaction Codes, as seen below:

Set-up is identical to the creation of any other System Transaction Code and has the added functionality of Manual Category authorization process steps set-up, as seen below:

Authorization Processes:

Users may pre-define authorization processes for the Manual Category. In order to define the Manual Category’s Authorization Processes, the user must select Authorization Steps button, as follows:

eMRO_Manual_Category_1

The user will receive the following authorization set-up window:

The user will be able to set-up multiple authorization steps by the nomenclature which best describes it.

Users may define who will be able to authorize the step using either the Department/Division/Section or the Authorization Group option.

For a user to be able to authorize a step requiring this option, that user’s employee record via Setting/Update/Employee Master must be active and the Department, Division, and/or Section required for the authorization of the step. Please note that the Department is the only mandatory option to employee this feature.

In order for a user to be included in the authorization process the Task Card Authorization Group must be set up via the System Trans Codes and that User must be added to the required authorizing group via Library/Explorer/Library Authorization Group Explorer.

For a user to be able to authorize by either of the above mention methods the user will need security access to the Manual Authorization Explorer via System Administration/Explorer/Security Explorer.

Step Order:

Authorization Processes within Manual Category will be auto assigned a default step order value beginning with 1.

By assigning this default Step Order, the system is able to know the sequential authorization step order to follow.

Final Authorization Step:

In order to indicate that a step in the final authorization step within a process the user must select the Revision Update and Dispatch checkboxes as indicated below:

By selecting the Revision Update checkbox this will Close the Revision Status and the Dispatch checkbox will distribute the Revision for serialized copies. Upon this step being accepted, the system will issue the Manual Revision Assignment and load a Revision Receiving Record via Library/Update/Revision Receiving.

During the creation of the Manual Category Authorization Process, the user will be able to the saved steps on the lower portion of the Manual Category Authorization Process window, as seen below:

In addition, to be able to predefine manual authorization steps by the manual category users will also be able to modify those steps on a manual basis via Library/Update/Manual Control/Authorization Steps button, as seen below:

Any modifications to the default Manual Authorization must be performed prior to the entry of any new created manuals or revisions.