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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 life cycle: 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 Web Central
• ARCHIBUS Smart Client
• Smart Client ARCHIBUS Extension for AutoCAD
• Smart Client DWG Editor

The below image shows the Process Navigator in Smart Client.

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

Within each environment, the Process Navigator may display a different set of tasks. For example, the Smart Client Process Navigator focuses on data entry and does not display report tasks. Similarly, the Smart Client Process Navigator may include tasks for launching CAD, which are not available in the Web Central Process Navigator.

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 within the organization. Therefore, your Process Navigator may include different applications, processes, and tasks than that of your co-workers.

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: 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, drill down through the Process Navigator and 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.

Hiding the Process Navigator

Once you load a task from the Process Navigator, you may wish to hide the Process Navigator so that the view can occupy the entire screen space.

To hide the Process Navigator in Web Central

Click on the dotted area of the splitter, which separates the Process Navigator from the display frame.

To redisplay the Process Navigator, choose the triangle button in the left border of the Web Central application window. If you use other methods of navigation in Web Central, such as the Dashboard or My Favorites, the system will hide the Process Navigator. You can always redisplay it using this tool.

To hide the Process Navigator in the Smart Client programs

Click the "x" button in the upper right corner of the Explorer pane.

Redisplay it by choosing the Show button from the Navigator ribbon.

Online Help

From the Process Navigator's Role or Process level, you can access help topics specific to this role or process. For complete information, see Using the Help System.

1. Right-click on the process or role.
2. Select the Help command that appears in the fly-out menu. This opens the Help topic overview for that process or role.
3. From this overview topic, you can jump to other topics for performing a specific task.