What is a Default Process?

In this article, learn about Default Processes, how they work, and when you see them.

Applicable Subscription Levels:   

QC MANAGER |  STARTER  |  PRO  |  PRO+  |  ENTERPRISE

Overview

Default Processes are Processes that must be completed before any other process can be run against a particular Item.  A Pre-pour Process, for example, where the user must respond to questions regarding form cleanliness, appropriate rebar placement, etc. can be set as the default process for specific precast Item Types.  When a new Item is created, the default process for the Item's Item Type will be assigned by default and must be completed before any other process can be started.

• An Item Type (or Custom Item Type) is not required to have a default processes. 
• Default processes can be set at the Item Type/Custom Item Type or Project level.

A Mobile Application user will not have the ability start any Additional Process on an Item until the Default Process is complete.  If the Item's Item Type does not have a Default Process specified, the user will have the ability to start any available Additional Process they choose.

Example Scenario

Say, for example, you have the following Processes defined in your system.

• Concrete Beam Pre-pour Process
• Concrete Wall Pre-pour Process
• Concrete Beam Post-pour Process
• Concrete Wall Post-pour Process
• Add to Inventory Process
• Document Repairs Process
• Add to Shipment Process

You also have the following Item Types defined in your system.

• 12' Noise Wall
• 6' Noise Wall
• 8' T Beam
• 10' L Beam
• 12' I Beam

You could choose to assign default processes as in the table below.

When a 6' or 12' Noise Wall item is created, the Concrete Wall Panel Pre-pour Process will be assigned to the new item by default. No other process can be run against the item until the default process is complete.

When an 8' or 10' L Beam is created, the Concrete Beam Pre-pour Process will be assigned by default and must be completed before any other process can be run. 

Because the 12' I Beam item type has no default process, the user will not be forced to complete any one process first. Instead, when a 12' I Beam is first scanned on a mobile device, the Idencia OneSource Mobile Application will present the user with a list of processes available to existing items. The user will then need to choose the process they wish to run first.

Project Default Process vs Custom Item Type Default Process

When working with Project, the Default Processes can be set at both the Custom Item Type level and the Project level.  The matrix below is used to determine which, if any, Default Process will be enforced.