Accessing Processes

Navigating to Processes

1. From the Odyssey 2.0 dashboard, locate the navigation menu at the top of the screen.
2. Select the 'Products' tab. A drop-down menu will appear.
3. In the drop-down menu, select 'Processes'.
   1. This will open the Process group screen, where you can view and manage processes within Odyssey.

Above: ‘Processes’ within the ‘Products’ drop-down

Understanding the Processes Page

Once you have selected 'Processes from' the Products drop-down menu, you will be taken to the 'Process Groups'. screen.

1. Search Bar: You can search for specific process groups using the search bar at the top left.
2. Create New Process / Add New Group:
   • The 'Create new process' button allows you to add a new process to Odyssey
   • The 'Add new group' button lets you create a new group of related processes for better organization.
3. System Groups vs Printshop Groups:
   • System groups contain default process groups contained in Odyssey.
   • Printshop groups include custom processes groups created by the printer.
4. Process Group Names:
   • Each listed process group name, such as Booklet Making, Box Packing, and Cutting, is selectable. 
   • Selecting a group name will provide a detailed view to manage the individual processes within that group.

Above: Viewing the main ‘Process groups’ screen

Managing processes within a specific process group

After selecting 'Cutting' from the Process Groups page as an example, the next screen will display individual processes within the 'Cutting' group.

Key Elements on this Page:

1. Search Bar:
   • Use the search bar to quickly locate a specific cutting process by typing in part of its name.
2. Add Process:
   • Select 'Add process' to create a new cutting-related process.
3. List of Existing Processes:
   • You will see a list of all existing processes related to cutting, such as:
     • Cut Parent to Run Size
     • Cutting Edge
     • Diecut Tabs
     • Wide Format Cutting, etc.
   • Each process is selectable, allowing you to view or modify its details.
4. Deleting a Process:
   • Selecting the red trash can will allow the process to be deleted if it is no longer needed.

Above: An example of the ‘Cutting’ process group

Adding a New Process

After selecting Add process on the Cutting page, the New Process setup screen will be shown. This is where the details for the new process are defined.

Fields to Fill Out:

1. Name Your Process:
   • Enter a name for the process in the provided field. This will serve as the unique identifier for the new process (e.g., Cut Parent to Run Size or Trim Press to Finished Size).
2. Phase of Production:
   • Specify whether the new process is part of the:
     • Production Process: If it occurs during the main production workflow (e.g., cutting, folding).
     • Post-Production Process: If it happens after the primary production stage (e.g., packaging, quality control).
3. Select the Group:
   • The group that this process belongs to will automatically be pre-selected if the process being added is under the 'System groups' process group (in this case, Cutting).
   • The group from this screen can not be edited if the process was started from a 'System group'
4. Proceed to the Next Step:
   • Once all the fields are filled out, select 'Next Step' to continue the process creation.

Above: All the details filled out for Step 1 of creating a new cutting process

Defining Process Requirements and Results

The next screen allows you to set up the requirements and results for the process.

Process Requirements

1. Process Name:
   • The name you selected in the previous step is displayed at the top. For this example, it’s 'Default Trim Press Sheet to Finished Size'.
2. Add Process Requirements:
   • In the section labeled Process Requirements, the specific resources needed to complete this process are defined.
   • Select the dropdown menu labeled 'Select' to choose a requirement from the list, and then select 'Add' to add the chosen requirement to the process.
   • Multiple requirements can be added, depending on the process being created (e.g., paper, devices, misc consumable).
3. Add default processes to the process requirements
   • Within the drop-down of each process requirement added, a default resource can be specified
   • Odyssey will then automatically use the default resource defined each time the process is added to a workflow path or estimate workflow, while still allowing the printer to override the default with a difference resource
   • If multiple resources are added under each requirement, there is the ability to set a specific resource as the default via the 'Set as default' radio button.

Process Result

1. The Result of This Process Will Be:
   • This field specifies what the outcome of the process will be. The default set is a 'Component'.
   • Select a different result type from the dropdown if needed.

Completing the Process Setup

1. Save:
   • Once the necessary requirements have been added, default resources selected (optional) and result of the process defined, select 'Save' to finalize the process setup.
   • The newly added process will appear in the process group from where the 'Add process' button was initially selected
2. Previous Step:
   • If needed, select 'Previous Step' to go back and make changes to the initial process details.

Above: An example of a 'Default Trim Press Sheet to Finished Size' cutting process filled out