Batch Template Lifecycle & Stages Overview

This article covers the following topics:

• Batch template lifecycle overview
  • Draft
  • In Review
  • Pending Approval
  • Approved
  • Effective

Batch template lifecycle overview

Batch templates within Tempo progress through various stages and versions as part of the batch template lifecycle.

• Each batch template begins as a draft and progresses through five Stages: Draft, In Review, Pending Approval, Approved, and Effective.
• Each batch template begins as Version 1. Once a batch template reaches the Effective stage, the current version of the batch template is locked and cannot be sent back to draft or edited. At this point, a new version can be created as a draft and can progress through the same five stages.

To access a batch template, click cloud Tempo > Batches > Templates, then locate or create a batch template.

Users can review a batch template's current version and stage or take action on the batch template by referencing the batch template lifecycle quick reference card at the top right corner of the page.

The batch template lifecycle quick reference card displays the current version, stage, and next step for the batch template. Each section of the card can be clicked to review additional information or take action.

Draft

Upon creation, each batch template begins in the Draft stage. A batch template must be in the Draft stage to be edited.

To submit a batch template draft for review, complete the following steps:

1. Click the Next Step (right) section of the batch template lifecycle quick reference card. A Submit for Review popup displays.
2. Select one or more groups or users to review the batch template, then click Submit. Once the reviewer information has been submitted, the user(s) receive a batch review request email, and the batch template progresses to the In Review stage.

In Review

When a batch template is in the In Review stage, reviewers can review the batch template within the iOS app or web app following an organization's internal review processes.

To submit a batch template draft for approval, complete the following steps:

1. Click the Status (center) section of the batch template lifecycle quick reference card. The Stage & Users tab of the Batch Template Details page displays.
2. Provide a message and select all users responsible for approving the batch template, then click Submit. Once the approver information has been submitted, each approver receives a batch approval request email, and the batch template progresses to the Pending Approval stage.

Pending Approval

When a batch template is in the Pending Approval stage, approvers can review the batch template within the iOS app or web app following an organization's internal approval processes.

To approve a batch template, complete the following steps:

1. Click the Status (center) section of the batch template lifecycle quick reference card. The Stage & Users tab of the Batch Template Details page displays.
2. In the Required Approval Signatures section of the page, click Sign & Approve to the right of your name.
3. Provide credentials and a comment, then click Submit.

All designated approvers must approve the batch template. Once all approvers have approved the batch template, the batch template automatically progresses to the Approved stage.

Approved

When a batch template is in the Approved stage, the batch template can be locked and made effective. This makes the batch template available for execution.

To lock a batch template and make it effective, complete the following steps:

1. Click the Status (center) section of the batch template lifecycle quick reference card. The Stage & Users tab of the Batch Template Details page displays.
2. Click Lock & Make Effective.
3. Provide credentials and a comment, then click Submit. The batch template progresses to the Effective stage.

Effective

When a batch template is in the Effective stage, a batch run can be started or scheduled from the Batch Runs page (cloud Tempo > Batches > Runs).

For more information about starting a new batch run, review the Starting a batch run article.

Next steps

• Review the links in the Creating a new batch template section of the Batch Templates Overview article to determine next steps in creating a batch template, if applicable.
• Review the Starting a batch run article to learn more about starting a new batch run based on an effective batch template.
• For high-level information about Tempo MES, begin with the following article:
  • Manufacturing Execution System (MES) Overview