Control Tab Overview

Parent Previous Next

Control Tab Overview

Previous Top Next


The Control tab is where you can load a Base Process library and manage the components of the PRMate tool.

It has the following setting and controls:

1

Load BPL

Load a Base Process Library from the MS Word version of the BPL

2

Delete BPL Version

Allows you to delete one or more BPLs.

WARNING, this will delete everything associated with the BPL including all the PRMs linked to the BPL version being deleted.

3

Change PRM DB

Allow you to change to a different PRM database file

4

Manage Work Products

This allows you to manage work products. You can delete, rename and add work products here.

5

Manage Defined Processes

This allows you to manage Defined Processes. You can delete, rename and add defined processes. If you delete a defined process, all organisational practices will be deleted. However, references to work products will be retained.

6

Manage Actions

Allows you to see all the actions for a particular version of a PRM, filter, sort, change, and jump to the associated base practice. It also allows you to change the action status fields.

7

Export

(registered version only)

Allows you to export one or more defined processes to an MS Excel file. MS Excel needs to be installed to use this feature.

8

Import

(registered version only)

Allows you to import one or more defined processes from an Excel file. MS Excel needs to be installed to use this feature

9

Reporting Options

This allows you to select the level or PRMate reporting.

10

Program Options

This allows you to set certain program options.

11

Referenced Work Product delete Options

This specifies what happens if a referenced work product is deleted.

12

Import Options

These options allow you to define how imported Defined Processes are handled in certain situations.

13

Print Current PRM

Allows you to print the current PRM in a report

14

Customer Word PRM

(registered version only)

Allow you to create a MS Word template for the PRM and then create specific MS Word PRM documents which can be saved as HTML fiules.