eProcess Logbook (also know and eForms) 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. e Process 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


Activity Description


Design a Form

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


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.)


Define a Reason Code

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


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.


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

Configuring Forms - Overview

Creating Forms

Configuring Forms - Create

Editing Forms

Configuring Forms - Edit