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Lesson 16 · Final project: design a complete process

M
Written by Mairu

Path

Duration

Level

Before you start

🏁 Final project

3 h

Advanced

Configurator · Level 1 and Level 2 paths · Recommended: Analysis

So far you have built the Packaging control following instructions. In the final project there are no steps: you choose a process, design it and build it yourself. It is the best way to check that you know how to use Mairu, and the one we recommend to partners to validate their training.

🎯 By the end you'll have shown that you know how to

  • Turn a business need into a Mairu design before configuring anything.

  • Choose and combine the right pieces: master data, form, subform, rules, events, queries, schedules or automations, dashboard and Power BI.

  • Test the process from start to finish with different profiles.

  • Explain your design decisions.


🧭 Step 1 · Choose your process

Use the real process you identified in the challenge of lesson 1, or choose one of these:

Process

What it puts to the test

Reference case

Purchase request and approval

Statuses, permissions per profile, notifications

[[Caso de uso - Flujo de solicitud y aprobación

Use case - Request and approval flow]]

5S audit with scoring

Formulas, thresholds, statuses, KPI

[[Caso de uso - Auditoría con puntuación y seguimiento

Use case - Audit with scoring and follow-up]]

Machine startup checklist with signature

Step by step, signature, PDF, rules

[[Caso de uso - Checklist de inspección con firma y PDF

Use case - Inspection checklist with signature and PDF]]

Control of expiring training

Entities, date scripts, automations

[[Caso de uso - Control de formaciones y certificados que caducan

Use case - Controlling training and certificates that expire]]

Work order with time logging

Stopwatch, subforms, indicator queries

[[Caso de uso - Parte de trabajo con registro de tiempos

Use case - Work order with time logging]]

Preventive maintenance

Assets, schedules, tasks, Power BI

[[Gestionar un plan de mantenimiento preventivo autónomo

Manage an autonomous preventive maintenance plan]]

Maintenance incidents

Rules, chained events, scheduling

[[Gestionar una incidencia de mantenimiento de principio a fin

Manage a maintenance incident from start to finish]]

Material entries and consumption

Products, update stock, stock levels

[[Gestionar entradas, consumos y existencias de productos

Manage product entries, consumption and stock]]

⚠️ Read the reference case only after doing your design, to contrast it. If you read it before, you will be copying, not designing.


📝 Step 2 · Design before building

Answer these six questions in writing (half a page is enough):

  1. What information is recorded? Fields, types, what is master data and what is written.

  2. What decisions does the form make while it is being filled in? → rules.

  3. What must happen after saving? → events.

  4. Who acts and when? → profiles, permissions, schedules, statuses.

  5. How is the follow-up done? → history, dashboards, automations.

  6. How will it be analyzed? → queries, KPI, Power BI.

Then complete the Need → Mairu piece table, as in lesson 1.


🛠️ Step 3 · Build

Build the process in your test environment. Your solution must include, as a minimum:

  • [ ] At least one master data (Asset, Product, Entity…) used with its selector.

  • [ ] A published form, with clean IDs and permissions for at least two profiles.

  • [ ] A subform or a table, justifying the choice.

  • [ ] At least two rules (one of visibility or mandatoriness and one of calculation).

  • [ ] A custom status group and at least one event that updates it.

  • [ ] At least one alert (email or notification) with form data in the message.

  • [ ] A query tested with Testing and used in a field or in a widget.

  • [ ] A schedule or an automation.

  • [ ] A Summary configured: history, mobile card and PDF.

  • [ ] A dashboard for at least one profile, configured as its initial route.

  • [ ] (Optional) A Power BI report or a Webhook.


🔍 Step 4 · Test as they will use it

Create a test user per profile and go through the complete process with each one:

  • Does each profile see only what it should see?

  • Can the form be filled in on mobile, even offline?

  • Do the alerts arrive only once, to the right person, with useful information?

  • Do the statuses reflect where each record is?

  • Would someone who doesn't know the process understand the dashboard in 10 seconds?


🏅 Step 5 · Validate your project

Use this rubric to self-assess. If you are a partner, share it with your Mairu contact together with a demonstration of the process.

Criterion

0 · Doesn't meet

1 · Meets

2 · Stands out

Prior design

Built without a design

Design with the six questions

Design justified and contrasted with the reference case

Master data

Free texts where there should be master records

Correct master records

Master records reusable by other processes

Structure

Field 1, Field 2… for repeated data

Subform or table well chosen

Designed for later analysis

Rules

Static form

Rules that work

Simple rules, with a clear name and no duplication

Events and alerts

Alerts that always fire or never arrive

Alerts with a condition

Useful alerts, with no duplicates and with coherent statuses

Queries

No queries or with errors

A query that works

Queries with parameters that avoid rewriting data

Follow-up

No schedules or dashboard

Schedule or automation and dashboard

Dashboard per profile with initial route

Permissions

Everyone sees and edits everything

Permissions per profile

Minimum necessary permissions, tested with real users

Result: 12 points or more, project validated. 14 or more, advanced level.


🎓 And now?

  • Review the Best practices in the help center: they are the next level after these lessons.

  • Check the Use cases to discover new patterns.

  • If something you have built doesn't turn out as you expected, write to us through the chat indicating the lesson and the step: it helps us improve this course.


📚 Learn more

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