Detail Forms:
The Process Policy form is used to determine which export processes are applicable for a given transaction. These export processes are defined on the Process Name form.
The Process Policy form is also used to determine the Sender Name for a given export process. This information can vary from one Facility to another. The Sender Name in the Process Policy will be used to determine which external system will receive attendance and labor transactions from Shop Floor Time.
The Process Policy can be used to associate a Ruleset Profile with a person. The ANALYTICS service uses Ruleset Profiles to process transactions for KPI measurements. When a person posts the event, the system check’s the person’s Process Policy to see which Ruleset Profile is assigned to the event. This Ruleset Profile will become the event’s Process Name. The ANALYTICS service is configured to process events that also have this Ruleset Profile as their Process Name.
A transaction’s Processes and Sender Names are visible on the Transaction Process Status tab of the Transaction Details form.
This policy can be assigned to a single Employee/Person via the Employee Setting form, to an Employee Group with type POLICY_GROUP or FACILITY via the Employee Group Setting form, or to all users via the System Settings form. An Employee setting overrides an Employee Group setting, which overrides a System Setting. See Settings Precedence for more details.
See Also:
How the Process Policy Determines a Transaction’s Processes and Sender Names
Process Policy Field Descriptions
When a transaction is posted, the system needs to determine which process to assign to the transaction. To do so, the system first checks to see if the person who posted the transaction has been assigned a Process Policy.
If the person does not have a Process Policy, then all processes will be assigned to the transaction but the Sender Name will be set to UNKNOWN_SENDER.
If the person has a Process Policy, the system checks the Process Name form to see which processes require that the Process Policy be checked; these processes have Use Policy Interface checked.
Next, the system begins to check the person’s Process Policy. First, the system checks the Event tab in the Process Policy. Based on the event being posted, the system can determine which Process Name and Sender Name to assign to the transaction.
If the event being posted does not have a Process Policy/Event record, the system checks the Process tab in the Process Policy to determine which Process Name and Sender Name to assign to the transaction.
If there are no Process Policy/Event or Process Policy/Process records, then the transaction will not be assigned any export processes.
Policy Name
Name that identifies the Process Policy.
Description
Description of the Process Policy.
System Required
If this box is checked, the Process Policy cannot be modified or deleted. You can copy a System Required Process Policy and change the Policy Name to create a duplicate of it.
Update Date, Updated By
These fields display when the record was created or updated, and the person who created or updated the record.
Click Main Menu > Configuration > Policies > Process Policy.
Click Add.
Enter the Policy Name and Description.
If you want to add more than one Process Policy, click Save and Add to save your settings and keep the Add Process Policy window open. Or click Save to save your Process Policy and return to the main form.
Click Main Menu > Configuration > Policies > Process Policy.
Select the Process Policy you want to change and click Modify.
Change the Description and click Save.
Click Main Menu > Configuration > Policies > Process Policy.
Select the Process Policy you want to remove and click Delete.
Click OK to confirm the action.
Click Main Menu > Configuration > Policies > Process Policy.
Select the Process Policy you want to duplicate and click Copy.
Change the Policy Name and/or Description.
If you want to make more than one copy of the Process Policy, click Save and Add to save your settings and keep the Copy Process Policy window open. Or click Save to save your Process Policy and return to the main form.