3.5.1 Adding process work boards

This subsection describes how to add process work boards. Only users who belong to the process work board management role can perform these operations.

From the menu in the main window (Item list), select New and then New process work board.

The New process work board window appears. The window has three tabs: the Basic settings tab, the Settings - Automatic item input tab, and the Threshold setting tab, with different settings in each tab. The following figure shows the New process work board window.

Figure 3‒15: New process work board window

Enter the process work board information.

The following describes the elements you can set in the Basic settings tab, the Settings - Automatic item input tab, and the Threshold setting tab.

Basic settings tab

The following table lists the elements you can set in the Basic settings tab.

Table 3‒1: Elements in the New process work board window ("Basic settings" tab)
Element	Description
Process work board ID^#	Enter the process work board ID using 1 to 64 half-width alphanumeric characters.
System^#	From the pull-down menu, select the target system in which to register the process work board.
Process^#	From the pull-down menu, select the process with which to associate the process work board.
Item form^#	Select the Item form to use with the process work board. To use the standard Item form assigned to the process, select the The process standard item form is used check box. If you want to use different Item forms for different process work boards, clear the The process standard item form is used check box and select an Item form in the pull-down menu. The comment associated with the selected Item form appears below the pull-down menu.
State^#	Select the state of the process work board from the pull-down menu.
Process work board administrator^#	Select the administrator for the process work board from the Select user and role window displayed by clicking the Selected button. You can select a user or a role.
Settings for pre-deadline email notification	To notify the process specialist, the process work board administrator, or another party when the deadline for an Item is approaching, select the Notify by email before the deadline check box. In the Number of days before the deadline field, enter the number of days before the deadline to receive notifications, in a range from 1 to 365 half-width numerals. In the Settings - Email notification frequency area, select Notify once by email the number of days before the deadline or Notify everyday by email from the specified number of days before the deadline until the deadline.
JP1 event configuration	This element only appears if you have configured JP1/Service Support to issue JP1 events. Select this check box to issue JP1 events from JP1/Service Support.
Person in charge of the registered item from email^#	This element only appears if you are using the email-driven Item registration command. Click the Selected button to display the Select user and role window, and select the user or role that is a person in charge of the registered item from email.
View permissions for individual Items	This element appears only if you have executed the command to set up view permission settings for individual Items. Select the check box if you want to set view permission settings for individual Items.
Settings for the recall item function	Select Enable the recall item function if you want to be able to recall Items.
Comment	Enter a comment describing the process work board, in a maximum of 1,024 half-width alphanumeric characters or approximately 340 full-width characters.

#: This element is mandatory.

Settings - Automatic item input tab

The following table lists the elements you can set in the Settings - Automatic item input tab.

Table 3‒2: Elements in the New process work board window ("Settings - Automatic item input" tab)
Element	Description
The Property file for automatic Item-defaults input setting is being used	Select this check box to use the settings in the Property file for automatic Item-defaults input. If you select this check box, all other elements become unavailable and cannot be changed.
Occurrence date and time of item	To automatically enter the date and time when Items occur, select Set. When this option is selected, the date and time are automatically filled in when you display the New item window.
Start date and time of item	To automatically enter the date and time when Items start, select Set. When this option is selected, the date and time are automatically filled in when you display the New item window.
Priority of item	To automatically enter the priority of an Item, select Set. When this option is selected, the priority is automatically filled in when you register an Item, determined by a combination of severity and impact level. You can also use the pull-down menu to define the priority assigned for each combination of the severity and impact level to suit how the system is used. You can set a maximum of three impact levels and a maximum of eight severity levels, except for the Unset priority. Note that if you customize an Item form and increase the number of impact or severity levels beyond these limits, the pull-down menu will display no more than three impact levels and eight severity levels.
Deadline of item	To automatically enter Item deadlines, select Set. When this option is selected, the deadline is automatically filled in based on the priority of the Item. When you display the New item window, the number of hours specified for the priority is added to the current time and the result is automatically entered as the deadline of the Item. You can set the number of hours to add for each priority by entering a number in a range from 0 to 8,760 in the text box using half-width numerals. You can also leave the text box blank, in which case the deadline is not automatically filled in. Note that the deadline will also be filled in automatically when you change the priority of an Item in the Edit item window. You can select to calculate the deadline in the following ways: Adding the number of hours in the text box to the time when the Edit item window was displayed. Adding the number of hours in the text box to the registration time of the Item. If you edit an Item without a registration date and time, the deadline will be the number of hours in the text box added to the time when the Edit item window was displayed, regardless of which setting you select here. For details about how deadlines are calculated, see the JP1/Service Support Configuration and Administration Guide. Deadlines will also be filled in automatically if you create an Item using the Item registration command directly, or by email. The same applies if you use the Item editing command to change the priority of an Item. If you create an Item using the Item registration command directly or by email, and later use the Item editing command to change the priority of the Item, the number of hours in the text box is added to the registration time of the Item.

Threshold setting tab

The following table lists the elements you can set in the Threshold setting tab.

Table 3‒3: Elements in the New process work board window ("Threshold setting" tab)
Element	Description
The Item accumulation property file setting is being used	Select this check box to use the settings in the Item accumulation property file. If you select this check box, all other elements become unavailable and cannot be changed.
Unsolved time treated as extended	An Item that does not have a completion date and time and is not in `Close` status is treated as extended when the number of hours specified here has elapsed since the Item was registered. Such Items are counted as `Extended` in the main window (Item status). Enter a number of hours as an integer from 0 to 876,000 using half-width numerals.
Threshold for Pending	When the number of pending Items in a process work board exceeds the number entered in this text box, the Pending area of the process work board is highlighted in the main window (Item status) to warn the operator. Enter the threshold value as an integer in a range from 0 to 2,147,483,647 using half-width numerals.
Threshold for Uncompleted	When the number of uncompleted Items in a process work board exceeds the number entered in this text box, the Uncompleted area of the process work board is highlighted in the main window (Item status) to warn the operator. Enter the threshold value as an integer in a range from 0 to 2,147,483,647 using half-width numerals.
Threshold for Discussing	When the number of Items under discussion in a process work board exceeds the number entered in this text box, the Discussing area of the process work board is highlighted in the main window (Item status) to warn the operator. Enter the threshold value as an integer in a range from 0 to 2,147,483,647 using half-width numerals.
Threshold for Extended	When the number of extended Items in a process work board exceeds the number entered in this text box, the Extended area of the process work board is highlighted in the main window (Item status) to warn the operator. Enter the threshold value as an integer in a range from 0 to 2,147,483,647 using half-width numerals.
Threshold for Top priority	When the number of top-priority Items in a process work board exceeds the number entered in this text box, the Top priority area of the process work board is highlighted in the main window (Item status) to warn the operator. Enter the threshold value as an integer in a range from 0 to 2,147,483,647 using half-width numerals.
Threshold for Today's deadline	When the number of Items due today in a process work board exceeds the number entered in this text box, the Today's deadline area of the process work board is highlighted in the main window (Item status) to warn the operator. Enter the threshold value as an integer in a range from 0 to 2,147,483,647 using half-width numerals.

From the menu, select Register.

The process work board is added, and you are returned to the main window (Item list).

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