Method 1 - Adding the Process from the Plant Inventory Record

1. Open the Plant Inventory module.
2. Click the button next to the desired Plant record.
3. Select the Plant's Plant Processes grid and click the button. A new Process record opens with the ID for the selected plant in the Plant ID/Plant Name field.
4. Continue to Filling Out the Record (below).

Method 2 - Adding the Process from the Processes Module

1. In the Plant Processes module, click the button. A new record appears.
2. Enter or select the Plant ID for the Plant that the Process is a part of (required).
3. Continue to Filling Out the Record (below).

Filling Out the Record

1. Enter a Process ID (required). This serves as a unique ID for the Process record.
2. Enter a unique code for record in the Process field (required). This code provides a secondary method of identification.
3. Describe the process in the Process Text field.
4. Complete other fields as desired.
5. Click the button to save the record.

1. Open the Plant Processes module.
2. Click to expand the desired Process record.
3. Select the Slots grid and click the button. A new slot record appears:
4. Enter a Slot Number ID to identify the slot (required). This ID must be unique to the selected Plant Process.
5. Use the Equipment Type field to indicate the type of equipment that occupies this slot (required).
   • Once selected, only Equipment records of that Equipment Type can be installed in this slot.
6. Click the button to save the record.

1. Open the Plant Process module.
2. Click the button next to the desired Plant Process record.
3. In the expanded record, select the Slots grid.
4. Click the Slot in which you would like to install a piece of Equipment.
5. Click the button and select Install Equipment. A prompt similar to the following appears:

   

6. Enter the Date of the installation (required).
7. Enter or select the Equipment ID for a record from the Equipment module.
   • Only Equipment records of the same Equipment Type as that of the Slot can be installed in that position.
8. Complete other fields as desired.
9. Save and close the record. The Equipment is now installed in the Slot, and a record of the action appears in the Slot's Equipment History grid.

1. Open the Plant Processes module.
2. Click to expand the desired process record.
3. Select the Dependents grid and click the button. A new Dependent record appears.
4. Enter or select the Plant Process ID for the dependent process (required).
5. Click the button to save the record. The subordinate Process now appears in the parent Process's Dependents grid. The original process appears in the dependent Process's Parent grid.

Required Relationships

Optional Relationships