(Show Contents)

ARCHIBUS Web Central
ARCHIBUS Smart Client

The Process Navigator

To organize the project data, ARCHIBUS provides the Process Navigator which is organized into:

• Domains: The domains are areas of practice organized by the building lifecycle: Real Estate Portfolio Management, Capital Project Management, Space Planning & Management, and so on.  Each domain consists of a series of applications.
• Applications: Applications within ARCHIBUS represent discrete business functions or automation goals with a defined outcome or business benefit.  For instance, you may wish to implement the Space Chargeback application to improve accountability for space usage.
• Processes or Roles: Each application, in turn, consists of a series of processes or roles that correspond to deployment responsibilities.  For instance, the Move Management application divides tasks appropriate for Move Requestors, Move Coordinators, Data Coordinators, and Craftspersons into separate, dynamic menus.  When a user signs in, they see only the tasks appropriate for their role. This approach simplifies the software, increases data security, and reduces training.  

  Similarly, processes for remote managers are separated from data development processes.  The result is that the applications remain integrated, but are still accessible from within Windows, within your CAD program, or on the Web.

• Tasks. The task is the actual selection that a user makes to perform an action, such as editing a floor plan drawing, examining a report, editing a database record, and so forth. For example, a user might select the "Define Rooms by Buildings " task and enter data in the resulting grid to develop room records.

The Process Navigator is available in:

• ARCHIBUS Smart Client
• ARCHIBUS Web Central
• ARCHIBUS Extension for AutoCAD
• DWG Editor

The above image shows the Smart Client Process Navigator.

The Process Navigator in Web Central has the same components (domains, applications, processes. roles, and tasks), but uses a slightly different display:

Role-Based 

The Process Navigator provides a structure for developing and presenting data in an organized, easy-to-follow manner, based on your role within the company. Typically a business process owner or ARCHIBUS program manager will configure the Process Navigator so that it presents only tasks that are appropriate to your role.

Your Process Navigator may look different than that of your co-workers, since you may have a different role and therefore been assigned different processes and tasks.

Using the Process Navigator  to access and develop data helps you focus on just the tasks required for your job or role, providing an efficient environment for data development and management.

Note that the specific tasks listed on the Process Navigator can vary between ARCHIBUS tools. For example, the Smart Client Process Navigator may not display all reports that are available from Wed Central. Similarly, the Smart Client Process Navigator may include tasks for launching CAD, which are not available in the Web Central Process Navigator.

Note: The Process Navigator in the ARCHIBUS Smart Client Extension for AutoCAD or the DWG Editor presents only tasks for the CAD specialist role, such as tasks for setting drawing layers, highlighting drawings, and generating enterprise graphic files.

Loading Tasks to Access Views into the Data

To access a particular task, click on the application, the process (or role), and then the task. If you have only one application or process, the program will select it automatically for you. Clicking on a task loads the form or report you need; this is also known as a view into the data. For more information, see Loading Tasks Using the Process Navigator.

To return to a previous level of the Process Navigator, click the up arrow icon next to the current process/role, application, or domain.

Online Help

Help topics are typically found at the process or role level. Right-click on the process or role and select the Help link that appears. This opens the Help topic overview for that process or role. From a process overview, you can jump to step-by-step instructions for performing a specific task. See Using the Help System.