User manual

Available roles: https://portal.int.demo.catena-x.net/appusermanagement/3bbc88ae-5f0d-45cb-ab3e-8c7602ff58b4

Assignment of roles: https://portal.int.demo.catena-x.net/documentation/?path=docs%2F03.+User+Management%2F02.+Modify+User+Account%2F03.+User+Permissions.md

To enable users to access an application, minimum one application app need to get assigned to the respective user(s).

Role details: https://portal.int.demo.catena-x.net/role-details

User accounts: https://portal.int.demo.catena-x.net/documentation/?path=docs%2F03.+User+Management%2F01.+User+Account

Documentation of portal: https://portal.int.demo.catena-x.net/documentation/?path=docs%2F03.+User+Management%2F01.+User+Account

To login use the credentials provided by the hosting company.

The application is configured with a technical user, which holds the required IRS roles:

For usage of an EDC it is necessary to provide another technical user. Required roles:

Provides a fast overview about the amount of manufactured (own) and supplied / customer (other) parts and batches, as well as the amount of open investigations and alerts. Lists the five newest quality investigations and alerts to get an overview of the current state.

Navigates to the parts and batches list view.

Navigates to the inbox of (sent / received) quality notifications.

Navigates to an overview with helpful information and links about Trace-X.

Navigates to the Trace-X documentation.

Navigates to the Catena-X portal.

Only applicable for the admin user role. Possibility to view and change specific configuration settings of the application. Assets can be imported here and policies can be created.

The policy management feature allows administrators to create, edit, view, and delete policies within the system. This section provides an overview of how to use these features effectively.

Sign out the current user and return to the Catena-X portal.

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A table view split into the different BOM lifecycle phases (AsBuilt / AsPlanned) of a part. By default, both tables are displayed. Adjustment of the view of tables can be done by activating/deactivating the fullscreen width of the tables.

Between the views there is a slider to adjust the view to make either the left or the right table more visible.

Both tables can be sorted, filtered, and searched.

Pre-filtration buttons can be toggled to only show own / supplier / customer parts in the table. The global search bar at the top returns part results from both tables.

Choosing the filter input field for any column and typing in any character will show filter suggestions.

List view of own parts with AsBuilt lifecycle. Gives detailed information on the assets registered in the Digital Twin Registry of Catena-X for the company. This includes data based on the aspect models of use case traceability: AsBuilt, SerialPart, Batch. Parts that have an active quality notification are highlighted yellow.

List view of own parts with AsPlanned lifecycle. Gives detailed information on the assets registered in the Digital Twin Registry of Catena-X for the company. This includes data based on the aspect models of use case traceability: AsPlanned, SerialPart, Batch. Parts that have an active quality notification are highlighted yellow.

Select one or multiple child components / parts / batches that are built into your part. A selection will enable you to create a quality notification for own parts (alert) or supplier parts (investigation). For this action click on the icon on the top left of a parts table. The quality notification will be added to a queue (quality notifications) and not directly sent to the customer / supplier. It is also possible to create a quality notification without selecting any parts.

Once the quality alert is created you will get a pop-up and can directly navigate to the quality notification inbox for further action.

Parts which exist in an active quality notification will be highlighted as a yellow colored row in the parts table.

Only an administrator can publish parts.

Select one or multiple parts that are in the AsBuilt lifecycle. The publish button will turn black on the right of the lifecycle view selection:

With a click on the button a window will be opened, where the selected assets are displayed and a required policy must be selected:

Then the selected parts will be published.

The following table explains the different import states an asset can have:

On the right upper site of a table there is a settings icon in which you can set the table columns to a desired view. With a click on it a dialog opens where you can change the settings of the corresponding table:

Hide / show table columns by clicking on the checkbox or the column name. It is possible to hide / show all columns by clicking on the "All"-checkbox.

The reset icon resets the table columns to its default view.

Reorder the table columns by selecting a list item by clicking on the name. You can reorder it with the up and down arrow icons.

Apply your changes by clicking on the "Save"-button. If you want to discard your changes, press the "ESC"-button, click anywhere else except in the dialog or close it explicitly with the close icon on the upper right of the dialog.

The settings will be stored in the local storage of the browser and will be persisted until they get deleted.

To open the detail view, click on the three dots icon of the desired item and select "View details". More detailed information on the asset is listed as well as a part tree that visually shows the parts relations.

To open the detail view click on the three dots icon of the desired item from the parts table and select "View details". More detailed information on the asset is listed.

List view of customer parts and batches. Customer parts that are in an active quality notification are highlighted yellow.

To open the detail view click on the three dots icon of the desired item and select "View details". More detailed information on the asset is listed.

By clicking the announcement icon in the upper left corner of the table, you will be navigated to the notification creation view, where you can start a quality notification from scratch.

Similar to the parts table the inbox provides a variety of actions you can apply to the listed notifications. Some actions are related to a single notification, while others can be executed on multiple notifications at a time.

A quality notification can be started by the following options:

A quality notification can be edited by clicking on the context menu on an item within the inbox.

Select the three dots icon on the right side of a quality notification entry to open the context menu. From there it is possible to open the quality notification detailed view or change the status of it. Only possible status transitions will show up.

Changing the status of a quality notification will open a modal in which the details to the status change can be provided and completed.

A pop-up will notify you if the status transition was successful.

The quality notification detail view can be opened by selecting the corresponding option in the context menu.

Following status for a quality notification are possible:

Quality notifications always have a status. The transition from one status to a subsequent status is described in the below state model.

The sender can change the status to closed from any status. The receiver can never change the status to closed.

The legend in the below state diagram describes who can set the status. One exception to this rule: The transition from status SENT to status RECEIVED is done automatically once the sender receives the Http status code 201.