Summer 2026 Help

Adding Processes to Design Files

Audience

Standard User

Purpose

  • Adding Processes within a Design File defines and manages the structured sequence of operations and subprocesses supporting product design, manufacturing, and related activities.

  • This framework links processes to version-controlled Process Definition Documents (SOPs), which include detailed steps, visual diagrams, and supplemental instructions. It ensures consistency, compliance, and traceability across all functions, providing a clear, auditable view of process flows throughout the product lifecycle.

Prerequisites


Installed Package(s): CQ Core, CQ Design Extension & CQ Process Extension - Winter 2025

Optional Extension Packages: myCQ & CQ PLM- Winter 2025

Product: CQ Design

Function: Orchestration (Coordinating and aligning all process elements, operations, subprocesses, SOPs, roles, and dependencies)

Permissions: CQ Base User PSG, CQ Design Owner PSG, and CQ Design Team Member PSG

Process must exist before a user can add a Process to the Design File. Please see Creating Process and Managing Process steps for more information.

Instructions


  1. From the Design File record, Process tab, Processes section, click the Add button.

process design file.PNG
Example Processes
  1. Select the Process associated with the Design File record.

  2. Click the Save button or Save & New for additional Processes.

Expected Outcome

  • The Processes are added in the Design File record.

  • Edit and Delete options appear in the drop-down arrow at the end of each Process row.

  • Click View All to see all Processes.

Next Steps

Troubleshooting

  • Check back for new articles

Additional Resources

ComplianceQuest