Assisted Setup

In Microsoft Business Central, guided experiences are interactive wizards that assist users in completing specific tasks within the software. These guides take users through the process step-by-step, offering instructions and prompts along the way. The COSMO Regulatory Affairs wizard is designed to make it easy for you to set up this extension, even if you have little or no experience with the software.

Set Role

To configure COSMO Regulatory Affairs in Business Central, you must assign the Compliance Manager role in My Settings first.

  1. Choose the Icon that opens the list with My Settings icon and then select My Settings from the menu. Alternatively, you can use the Tell Me feature.
  2. In the Role field, choose the ellipsis button.
  3. In the Available Roles page, select Compliance Manager and then choose the OK button.
  4. Choose the OK button to close the My Settings page and save your changes.

Open Get Started Checklist

To start working with the checklist, choose the Show demo tours or Start button in the Get started part in the Role Center.

The checklist will guide you through the process of setting up the COSMO Regulatory Affairs functionality, including base settings for COSMO Regulatory Affairs, configurations for approval users, passwords, workflow user groups, and then the creation of the workflows. By following the prompts and instructions provided by the wizard, you can easily set up and customize COSMO Regulatory Affairs to fit your specific needs.

You are able to skip any steps that you are not ready to complete by choosing Skip for now and then can revisit these steps later (see Reopen Closed Checklist).

Unless you have skipped a step, you must select the Mark as completed checkbox to move to the next step.

COSMO App Licensing and Registration

To use the COSMO Regulatory Affairs app, licensing and registration is required.

  1. If the app has not been licensed and registered yet, choose the Start button in the COSMO app registration step.

    The wizard opens the COSMO License Overview page, listing the apps that need to be registered using either a license activation code or a trial license. You must agree to the terms of use and then follow the prompts. If using a trial license, enter your customer name to identify your company and then sign into the COSMO Platform to link the registration to your account or you can choose to skip this step. Once registration is complete, you will have successfully registered for a fully licensed version or 30-day demo version of the apps. To update your demo subscription, use the displayed license key. After registration, the apps will be marked as Registered.

    Note

    If the app was already licensed and registered, choosing the Start button opens the COSMO License Overview page, listing the apps that were/were not registered.

  2. Choose the Close button and then choose the Mark as completed checkbox to move to the next step of the checklist.

Regulatory Affairs Setup

The Regulatory Affairs setup step will guide you through the basic setup of the COSMO Regulatory Affairs functionality using the Assisted Setup wizard. Any of the setting changes made using the wizard can be restored to default settings and/or changed later in the Regulatory Affairs Setup page.

  1. Choose the Start button to open the Regulatory Affairs Setup wizard.
  2. Choose the Next button to move to the password requirements.
  3. Hover over a field to view an explanation of the setting. Make any changes as needed.
  4. Choose the Next button to move to the password behaviors.
  5. Hover over a field to view an explanation of the setting. Make any changes as needed.
  6. Choose the Next button to move to the setting for deactivating the standard Approval Administrator permission.
  7. Hover over the field to view an explanation of the setting. Update as needed.
  8. Choose the Next button and then choose the Finish button to close the wizard.
  9. Choose the Mark as completed checkbox to proceed to the next step of the checklist.

Approval User Setup

The Approval User Setup step guides you through defining the users who will be responsible for approving workflow requests and ensuring that they will get notified.

  1. Choose the Start button to open the Approval User Setup wizard.
  2. Hover over a field to view an explanation of the setting. The basic settings for using COSMO Regulatory Affairs are:
    • User ID
    • Salespers./Purch. Code
    • Approver ID
    • Substitute
    • E-Mail
    • Approval Administrator (if not deactivated in Regulatory Affairs Setup)
  3. To set up approval request notifications, choose the Notification Setup action.
  4. Hover over a field to view an explanation of the setting.
  5. Go back to the Approval User Setup page and add remaining users.
  6. Choose the Close button to return to the checklist.
  7. Choose the Mark as completed checkbox to proceed to the next step of the checklist.

Password Setup

The Setup your password step allows you to create your password that will be needed when Single-Factor Authentication (SFA) is required for an approval request.

Note

Passwords are set up by each user so this step is only relevant for the user completing the setup checklist. You can skip this step if you are not or will not be an approval user.

  1. Choose the Start button to open the Regulatory Affairs Authentication page.
  2. In the New Password and Confirm New Password fields, enter the password, ensuring it meets the password requirements defined in the Regulatory Affairs Setup page.
  3. Choose the Finish button to return to the checklist.
  4. Choose the Mark as completed checkbox to proceed to the next step of the checklist.

Workflow User Groups

The Workflow User Groups step allows you to create the user groups needed for approving workflow requests based on approval users.

  1. Choose the Start button to open the Workflow User Groups page.
  2. In the Code field, enter a unique identifier for the workflow user group.
  3. In the Description field, enter a short descriptor for the workflow user group.
  4. Choose the Edit action to open the Workflow User Group page.
  5. Assign the approval users to the user group and then use the following information to designate if anyone in the group can approve or if there is a hierarchy to the approval:
    • If any user within the group can approve a workflow with no hierarchy, set the Sequence No. field to 1 for every user.
    • If the users in the group need to approve a workflow in a particular order, set hierarchy manually in the Sequence No. field. For example, User1 must approve first so they get Sequence No. = 1, User5 is next so they get Sequence No. = 2, User10 is next so they get Sequence No. = 3, and so on.
  6. Go back to the Workflow User Groups page.
  7. Repeat steps 2–6 to add additional workflow user groups.
  8. Choose the Close button to return to the checklist.
  9. Choose the Mark as completed checkbox to proceed to the next step of the checklist.

Workflow Wizard

The Workflow Wizard step allows you to use an Assisted Setup wizard to specify the basic settings for the following approval workflows:

  • Production Order Component
  • Prod. Order Routing Line
  • Routing
  • Production BOM
  • Workflow Header
  • Workflow Step
  • Workflow Step Argument
  • Workflow Rule
  • Reset Workflow Password
  • User Permission Set
  • User Group Member (no longer used as of COSMO Regulatory Affairs version 2.2.242685.0)

For more information about each of these workflows, see Workflows.

Note

Creating workflows using this wizard only allows you to provide general settings for the workflows. If you need to define workflow conditions and responses, skip this step and create the workflows from the templates.

  1. Choose the Start button to open the Regulatory Affairs Workflow Setup wizard.

  2. Choose the Next button to move to the workflow selection.

  3. In the Enable the selected approval workflow field, choose the drop-down arrow to select the workflow to set up.

  4. Turn on the Enable toggle to activate the workflow for use immediately after creation.

  5. Turn on the Authentication toggle to require Single-Factor Authentication (SFA) when approving the workflow.

  6. Depending on the selected workflow, additional fields will open. Hover over the fields to view an explanation of the setting.

  7. Choose the Next button.

  8. In the Approver Type field, choose who is authorized to approve or reject the workflow request, which will be a specific user or a user group. The next field dynamically changes based on the selection. The recommended setup of each option is:

    Approver Type Approver Limit Type Approver Workflow User Group Code
    Approver Specific Approver Select user from the Approval User Setup N/A
    Workflow User Group N/A N/A Select group from Workflow User Groups

  9. Choose the Next button and then choose the Finish button to create the workflow and close the Regulatory Affairs Workflow Setup wizard.

  10. To use the wizard to create additional workflows, choose Revisit to reopen the Regulatory Affairs Workflow Setup wizard and then follow steps 2–9 until all workflows are created.

  11. Choose the Mark as completed checkbox to proceed to the next step of the checklist.

Workflows

The Workflows step allows you create workflows based on templates, which provide the flexibility to define workflow conditions and responses. You can also open workflows created using the Regulatory Affairs Workflow Setup wizard.

  1. Choose the Start button to open the Workflows page.
    Previously created workflows are listed and can be opened for extended setup or changes.

  2. To create a workflow from a template, choose the New Workflow from Template action.
    The Workflow Templates page opens with all available workflow templates. Templates specific to COSMO Regulatory Affairs are listed under the following groups:

    • Item
    • Production Order
    • User
    • Workflow

    For more information about each of these workflows, see Workflows. If you have the integration with COSMO Advanced Manufacturing Suite, there are additional workflows for COSMO Process Manufacturing and COSMO Quality Assurance.

  3. Choose a workflow template line to create the workflow and open the Workflow page for editing.

  4. Enter conditions and responses as needed and set the approval user(s). For more information, see Create Workflow from Template and Workflows for specific settings for each workflow.

  5. Turn on the Require Authentication Process toggle if Single-Factor Authentication (SFA) is required.

  6. Turn on the Enabled toggle to activate the workflow for use immediately.

  7. Go back to the Workflows page and then repeat steps 3-6 until all workflows are created.

  8. Choose the Close button to return to the checklist.

  9. Choose the Mark as completed checkbox to proceed to the next step of the checklist.

RA Documentation

The final step in the checklist is RA Documentation, which opens the COSMO Regulatory Affairs user documentation that you are currently using. In addition to providing further setup information, this documentation provides detailed information about each workflow.

To complete the checklist, close the COSMO Regulatory Affairs user documentation and then choose the Mark as completed checkbox. At this point, you cannot access any of the previous steps, and therefore, you must close the pane to revisit or finish any steps.

Reopen Closed Checklist

Once the checklist is closed, by completing or skipping the checklist steps or closing the Get started pane, you can revisit any step by choosing Back to checklist in the pane. If the pane is closed, you can reopen it by choosing the Resume button.

The checklist will indicate unopened steps with an empty circle ( ), completed steps with a check mark (✓), and skipped steps with a dash (-). To reopen a completed step, choose Revisit; to begin an unopened or skipped step, choose the Start button.

See Also

App Installation
App Activation
Setup

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