Material Workflow

Material Workflow is an optional add-on for your Integrator data system and can be enabled upon request. It facilitates the material workflow by allowing requests for adding and releasing materials in Total Viewer, by assigning each request to a specific user responsible for material creation/release. Material Workflow enables complete control over tracking and approving any changes made to the material, helping to streamline processes, improve accuracy, and ensure compliance across multiple users and departments.

When enabled, Material Workflow appears on the Quick Search page of Total Viewer in the section named "REQUESTS".

The "REQUESTS" section contains two subsections: "Request New Material" and "My Requests". Additionally, for each material in the Creator section that has been modified, a "REQUEST RELEASE" button will appear instead of "RELEASE MATERIALS" button (for Integrator data system where the material workflow is not enabled).

Request New Material

The "Request New Material" section allows users (if previously enabled, applicable to all types of user profiles) to request the addition of a new material and data in the Integrator system.

Clicking the "Request New Material" link opens a new pop-up window in which requester must define mandatory and optional fileds:

• Power User*: Power user to which new material data request will be assigned.

• Department*: Specific deprtment.

• Material designation*: Designation of requested material.

• Material condition*: Specific condition of material.

• Vendor: Specific vendor of material.

• Type(s) of analysis*: Type of analysis (chemical composition, mechanical properties etc.).

• Specific propeties*: Specific property to be added for material (e.g. Heat capacity).

• Link: Specific link for material.

• Description: Any desired description.

All mandatory items are marked with an asterisk (*).

Clicking the SUBMIT button completes the material request process, and the assigned person will be notified via e-mail.

My Requests

The "My Requests" section allows users to see list of all requested materials and track the status of each of the request. Clicking the "My Requests" link (numbers in the brackets indicate the count of "In review" and "New" requests as well as the total number of requests) opens a new page with the full list of requests. Users can filter the list by using "Status" multi-selectable drop-down and selecting "Closed", "In review" and/or "New". By defaults "Status" drop-down list is set to "In review" and "New" requests.

• Closed status: Requests that have been fully processed and require no further action.

• In review status: Requests currently under review.

• New status: Newly created requests.

Each of the requests contains "Request ID" link that, when clicked, opens a pop-up window with the request details. Additionally in the list of requests users can see "Request ID" - The identity of request, "Type" - The request type, "Material" - The material designation, "Created by" - The creator of the request, "Assigned to" - The user to whom the material data request is assigned, "Date Created" - The creation date of request, "Date Modified" - The modification date of request, "Status" - The current status of the request (Closed, In review, New)

Material Release Requests

Each edited materials in the Creator section of Total Materia Integrator must be requested for release and approved by the assigned user in order for all edits and updates to be visible in the in the Total Viewer section of Total Materia Integrator. Clicking the "Request Release" button opens a new pop-up window where users can populate the optional description for material releasment, choose whether the material should be visibile in Total Materia Viewer (optional) and select a user from "Request release from user" drop-down list (mandatory), who will approve the changes made to the material.

Materials that have already been submitted for approval/release cannot be further edited during the approval/release process.

Search of materials by the status of release is available by using "Release Status" drop-down list in Creator section of Total Materia Integrator.