Once connected to the beCPG PLM, you can navigate via the user dashboard, the menu bar or collaborative sites to finally consult a product.

User dashboard

My Dashboard presents an overview of the beCPG application. It is accessible via the menu bar, by clicking on Home. It can be customized, by clicking on the nut, modify the presentation or add "dashlets".

Each user can customize it with the "Customize dashboard" button in adding dashlets. There is an overall scoreboard to beCPG and a dashboard with collaborative website.

The dashboard presents by default:

My tasks which are the tasks and workflows to which the user is assigned
My Sites with a list of the sites to which the user has access
My activities The activity of my sites, including the creation, deletion, modification of content (documents, products, wiki pages, forum posts, etc ...)
Product Catalog
Project list which list the ongoing projects the user is part of

Other dashlets exist:

My calendar with the shared calendar events to which the user has access
My Documents "Favorites", "Locked by me" and recently "Modified"
My profile which contains information on the user
My activities The activity of my sites, including the creation, deletion, modification of content (documents, products, wiki pages, forum posts, etc ...)

The interface language can be changed via the flag next to the user's name.

The contents are accessible from the menu bar:

Home: allows you to display your dashboard
- the dashlet "My documents " for documents
- the dashlet "Product Catalog " for products
  - the dashlet "Project list " for projects
My files: personal space not shared with other users
Sites: : Access to collaborative sites
Tasks:: View the tasks assigned to us
Repository & Admin Tools: (Only for system administrators): Access system configurations
beCPG:Display the last 6 entities consulted and access the administration of beCPG
User profil: Access user settings (notifications, computer trash...)
the simple search in typing the name or ERP/beCPG code or the advanced research

Collaborative sites

Collaborative sites are workspaces shared by several users. It is in these sites that all products/items/objects will be stored.

Several collaborative sites can be created (by department, by process, by customer, for internal projects) in order to organize the contents and manage access rights. Each user sees the sites and their contents according to his rights.

Access to the collaborative site

Access to the sites can be done from :

Sites menu bar in the top banner
the My Sites dashlet on the dashboard.

Rules for classification of collaborative sites

By default, beCPG offers the following sites:

Product in development (simulation) contains products in the simulation, to be validated and rejected states,
Validated products (valid) contains products in validated status
Archived products (archived) contains all products in archived status that are no longer used or marketed
Supplier portal (supplier-portal) contains all raw materials and suppliers, in referencing or updated at the suppliers.

Products are automatically classified into folders or sites via classification rules:

By state (represented by sites)
By type (raw material, finished product, supplier, project ...)
By family
By sub-family

Change orders and quality controls are classified according to their status (simulation or archived), then by date (year then month).

Content of a collaborative site

Each collaborative site has several pages:

Site Dashboard
Product library where projects, products, folders and documents can be found
Discussions (FAQ)
Data lists
Site members
Project list

The product library of a site contains the products (raw material, finished product, semi-finished product ...). To access it, click on Product library at the top right of the site dashboard.

In this space:

On the Left, navigate in the tree of folders of the site.
Create products
On each product, perform actions :
- Download as a zip file
- View details
- Edit properties
- Copy to: to copy/paste the entire product to another location
- Move to: to move the product to another location
- Manage rules
- Delete
- Manage access rights: to set specific permissions on this product
- Start a process: to start a workflow or a project involving the product

Product repository

General information

The Product repository area is available from the tab beCPG > Product repository or directly on collaborative sites such as the “Products in development” site :

Note : if the Product repository space is not already present on a site, you can add it by customising the site's dashboard. Click here.

This view shows product properties in table form, with one row per product. Properties can be modified either individually or for all products using the Bulk edit function.

The list of columns that can be viewed in the Product repository area can be customised according to the properties available for the entity in question. This provides a quick view of product properties, unlike the bulk-edition tool where columns have to be selected for each search.

The red button at the top right of the Product repository area provides a preview of the images linked to the products. If there is no image, the entity's logo is displayed by default.

Filters

The advantage of the Product repository area is that you can use the same filters as in the advanced search, allowing you to filter by type of entity (ex : Finished product) and according to different criteria such as :

Product criteria (ex : Family)
Allergens and label claims
Criteria on ingredients
Etc

For more information on advanced search and the filters available, click here.

Once the specific filters have been selected, they can be saved using the “Create a new saved search” function. The search thus created is then available, by type of entity, in the “Saved searches”.

Example :

A filter has been added which only selects finished products belonging to the “Dessert” family whose name contains “coco”.
The filter is then saved and named “Coconut based products”.
The filter can then be used several times, modified and consulted in the “Saved searches” tab for all users.

Extractions and reports

As with the advanced search, you can export the results in Excel format using the "Download report" button, depending on the rights associated with your profile. The reports available are identical to those in the advanced search. You can also extract data from selected properties using the green Excel button at the top right of the screen.

Product consulting

The "Properties" page is displayed by default when one clicks on a product. Several sections are available:

Designation: contains the general information about the product (name, ERP code, supplier etc.)
Consumer information: gathers the information related to the consumption of a product (weight, shelf life, precautions of use etc...)
Formulation :includes information used for calculation purposes (e.g.: portion, net quantity, density, etc.)
Marketing
Tare
Audit: gathers data related to the creation and to the modifications brought to a product

It's also possible to add others sections, such as Nutrient profilingscore which allows the calculation of the Nutriscore and the display of its associated logo.

At the left of the screen, a set of lists is available:

Reports to generate the product technical sheets
Documents to store the documents related to the product (images, brief etc.)
Composition
Packaging
Process List
Ingredients
Allergens
Costs
Nutrients
Organoleptic
Physicochemical;
Label claims
Where used to know in which products this one is used
Activity to consult the different activities done by users on products

In Composition / Packaging / Process List lists, a dynamic characteristics table is available. This table allows you to perform calculations based on the product characteristics. It is possible to add dynamic characteristics on product models and/or on the product itself.

The requirements not complied with by the product are visible on the left of the ACTIONS button.

The section at the bottom left of the screen allows you to :

view the version number of the product.
navigate through the different versions of the product (by clicking on the left and right arrows)
view the version history, by clicking on the tree to the right of the product name. This tree displays, for each previous version, the modification date, the reason for the modification and the person who revised the product

At the top left screen, an "ACTIONS" button is available. It allow you to :

Edit properties
Create new version
Merge version : to merge a version to in a product. This option is only visible for version that had been created with the option New version
Compare with: to compare the product with, maximum, 4 others
Copy to: to copy/paste the product in its integrality to another place
Copy the list to: to copy/paste ony one list (nutrients, allergens, etc.) in another product
Import list from: to import a list from another entity (it's the opposite of the option Copy the list to). There are 3 options of importation:
- Override: replace the existing list by the imported one
- Add: add the imported list to the existing one
- Merge: add missing and different lines of the imported list to the existing one. The comparaison to find difference is based on every list columns
Move to: to move the product in another place
Manage rules: to attribute specific rules to a product
Where used: to consult entities using this product in their composition (the shortcut of this action is the "Where used" list)
Delete
Manage permissions: to define specific permissions on this product
Start process: to start a workflow / project linked to this product
Associated processes: to know which are the projects/workflows linked to this product

My Profile

By clicking on your name at the top right of the screen, next to the system language flag, you can access the “My Profile” area. In this section, you can:

Edit your personal information (email address, name, job title)
Project task delegation: Configure who can manage your tasks in your absence.
Languages:
- Content language: used for multilingual fields.
- Interface language: language displayed in the application.
Notifications: Enable or disable standard beCPG notifications:
- Tasks I am assigned to
- Tasks I am observing
- Project follow-ups
- Managed notifications It is possible to disable certain notifications en masse, for all users or for groups of users, using scripts. Please contact beCPG to request this.
Manage the recycle bin: View the documents and folders you have deleted. You can restore them or delete them permanently. The recycle bin is emptied automatically at regular intervals. Deleted items are only kept for a limited time.

USE

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