Overview

eProcess Logbook is a paperless logging system well suited for manufacturing operational and process events and activities. This Easy Start Guide is to help guide users through each step of adding a logbook entry.

eProcess Logbook lets users record what this guide calls a logbook entry. These entries record an event or activity that happened in relation to an Element (typically some piece of equipment). An event may be something like a start of a batch recorded by the automation control system. An activity could be an operator preparing equipment for use or storage. The system is not industry or task specific; we could use it to manage housekeeping chores for a hotel or a preventative maintenance program for server farm. eProcess Logbook tracks more than a paper logbook can and it does it better.

This guide will walk users through the initial configuration to making actual logbook entries. We will start at the beginning and progress through every step. You can jump to specific areas of interest to get the assistance you need without having to read the entire guide. Let’s get started!


Steps to Create the First Logbook Entry

Step Activity Description
1

Design a Form

The Form is what a user see when they enter a logbook entry

2

Create an Element Type

An Element is typically some piece of equipment but it could be a software system or something else entirely. The Element Type is a collection of properties common to Elements of the same classification. Element Types have defined options for each of the properties.

If we take your computer as an example of an Element, the Element Type would be Computer. An example Element Type arrogates these common computer properties:

  • Operating system type (Windows, Mac and Linux)
  • Form Factor (Tablet, Laptop, Desktop, etc.)
  • Brand (Dell, HP, Acer, Mac, etc.)
3

Define a Reason Code

Reason Codes are a way of categorizing activities and events for an Element. For Example, Maintenance, Calibration, System Error, etc.

4

Define an Area

Areas typically define a physical location of an element or an association of Elements. In the case of your computer, the Area might refer to your office room numbers. For manufacturing, Area could refer to general area names at the plant such as Packaging, Labs, Mechanical, etc.

5

Create an Element

As described in the Create Element Types, an Element is the thing (equipment usually) you make a logbook entry for. For example:

The Activity or Event The Element
A tech repairs a pump. The Pump
An administrator updates a software system. The Software System

Configuring eProcess Logbook Forms

Forms collect information from the user to include in the logbook entry.

Forms come in two types, Instant and Sequence. Instant forms are for user to make a completed logbook entry in one session. A Sequence Form is for those logbook entries that take input from processes that progress over time or steps. An example of an Instant type entry would be a maintenance task where a repair was completed. A Sequence logbook entry would be used when a task takes time to complete and is done in stages.

For example if your entry were for making bread, the first sequence of events would be mixing the ingredients. The baker would make an entry on a Sequence Form in the first Group Sequence. Then after some time passes for the dough to rise, the baker then places the dough into a pan and into an oven to bake and completes and other Sequence in the same logbook entry. After baking, the baker removes it from the oven and completes another Sequence in the same logbook entry. The final Sequence entry is made after the bread is cooled, removed from the pan and sliced. At this point the log book entry goes from an in-progress logbook entry to a completed logbook entry.

Prerequisites:

You need to log in as an administrator.

Some Rules

  • From names must be unique. Use the search feature to see if an Area already exists.
  • An Form cannot be deleted it is associated with a Reason or if it has been used in a logbook entry
  • Forms are made up of groups and the groups contain the controls that collect user input.

Creating Forms

Getting There

  • Log in as an administrator.
  • Click on the Configuration menu item.
  • Click on the tab labeled Form.

Doing the Work

(See Image 1 Creating A New Form)
  • Click on the New Form button
  • Click the Add Area button
  • Add a Form Name
  • Click the Create New Form button
  • Continue by following the Editing Forms section.
Image 1 - Creating A New Form

Editing Forms

Getting There

  • Log in as an administrator.
  • Click on the Configuration menu item.
  • Click on the tab labeled Form.
  • Find the Form to edit in the list and click on it

Doing the Work

(See Image 1 Creating A New Form)
  • Click on the Red Edit Pencil button in the top right.
    (See Image 2 Form Preview)
  • Editing the Form
    • Click on the Edit Pencil button to the right of the Form Name
      (See Image 3 Editing the Form)
    • Edit the Form name
      (See Image 4 Editing Form Properties)
    • Chose a Form Type (Instant or Sequence) from the Form Type dropdown
    • Create Groups
      • Type a name of a new group in the text box below the Group header.
      • Click the Plus Icon button
    • Order The Groups
      • The Form Groups order can be changed by dragging the groups up or down in the Group List
    • Click the Ok button when you are finished.
Image 2 Form Preview
Image 3 Editing the Form
Image 4 Editing Form Properties
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