CGIRB Connexus Tips. Version 1.1 July 2013 Copernicus Group IRB

Size: px
Start display at page:

Download "CGIRB Connexus Tips. Version 1.1 July 2013 Copernicus Group IRB"

Transcription

1 CGIRB Connexus Tips Version 1.1 July 2013 Copernicus Group IRB

2 Study-Level Management in Connexus Thank you for selecting CGIRB Connexus as your shipment method for receiving copies of site approval documents and/or sites receiving their approval documents. Below are some helpful tips and tricks to assist you in managing your study effectively. Tip #1: Inform sites that this is a Connexus study If Connexus is selected as the primary shipment method for sites to retrieve their approval documents, please let the site know that an invitation from will be sent to the individual specified as the site contact listed on the CGIRB Investigator Site Questionnaire. Please remind sites that they must register for Connexus first before they can access their workspace. Sites that are already registered will have access after receiving notice that the user has been added to the site s workspace (Site will only be permissioned to access its own workspace). Tip #2: Manage Access (Invite Users to Participate) If you are listed as Study Contact on the CGIRB Study Application Form you will automatically be given Manager-level access to the study s workspace. This enables you to add other collaborating participants at the study and site level. You also have the ability to remove users no longer associated with the study. There can be an unlimited number of managers on a study, so feel free to invite others with this access level also. To add Study Level users (Other Sponsor/CRO/SMO level users): 1. Navigate to the Study Workspace. Inviting someone to the Study Workspace will also grant them access to all sites. 2. Click the button on the right side of the page. 3. Enter the , select who they represent and select access level. To add Site Level users (Users who represent specific sites): 1. Navigate to the Site Workspace. Inviting someone to the Site Workspace will only grant them access to that specific site. 2. Click the button on the right side of the page. 3. Enter the , select who they represent and select access level. Version 1.1 July 2013

3 Study-Level Management in Connexus Tip #3: Notification of New Documents ( Alerts) When a submission that had outcome documents generated reaches Completed status, all Manager and Submit level users of the workspace will be notified via . Site Level Users- receive 1 listing site specific document links. Study Level receive 1 listing document links for all sites who received approval. Tip #4: View All Documents (Your electronic file room ) As a study level user, you have 2 separate View all Documents sections: Study Level View All Documents - Accessed from the Study Workspaces, sites do not have access to this section. Contains study level documents like amendments, brochures, INDs, General Approval Letters, etc. Site Level View All Documents - Accessed from Site Workspace, accessible to all who have access to the site and contains site specific documents like Approval Letters and informed consents. Stamped approved items like Ads and Protocol Support documents can also be found here. To access this section, navigate to the workspace level you want to view documents for (Study vs Site level) and then select the View All Documents button located on the right side of the page. You will then see a list of all documents you have access to. The items in this View All Documents section are displayed with the most recently approved items listed first. Note that you may have several pages of documents depending on how active the trial is.

4 Study-Level Management in Connexus To filter for a specific document, type the name in the search box (see screenshot below) and select the Contains function from the dropdown. This filter will display all Informed Consents: You can remove the filter by selecting No Filter from the drop down. An alternate to Filter is the Sort function. You can sort any of the columns by clicking on the column name, 1st click will sort Ascending, 2 nd click will sort Descending, and the 3 rd click will go back to the initial sort. Tip #5: Informed Consent Form (ICF) Templates To access ICF Templates, click on View All Documents from the Study Workspace. Click on the word Document in the table header; this will sort all the documents alphabetically. Type SICF Template in the Document search box as described in Tip #4. This will display the most current Main and CA ICF templates. Make sure you always use the latest Template version when submitting items to CGIRB that will require a revision. When a revised ICF is processed, the documents viewable in the Connexus submission are only drafts of the revised site-specific ICF. CGIRB uses version control for study templates; only the most current version is made available in Connexus. Because of this versioning, ICFs will always be tied to the initial submission of the ICF (i.e., New Protocol Submission for English and Translation or Translated Document for Spanish).

5 Study-Level Management in Connexus Tip #6: Connexus Training We are pleased to offer weekly web based training sessions. These group sessions last 1 hour and cover every aspect of the site. To sign up for one of these regularly scheduled group training sessions click here: If you would like to schedule a training class specifically geared for your site, please let us know by ing Tip #7: Study Contacts via Connexus In the top left corner of each workspace, you will see a list of Study Specific contacts. You can click these contacts names to send an directly to them. The first two contacts listed are the POCs (Point of Contact) for your study here at Copernicus Group IRB. They can assist in any study specific question that you need answered by the IRB. The Sponsor/CRO contact name listed is the main contact at the Sponsor/CRO for this study. Tip #8: Connexus Newsletter Each quarter our Connexus newsletter is distributed via to all active study and site contacts. In each newsletter we provide additional tips to help you in your use of Connexus. This is also available on our website (http://www.cgirb.com/cgirb-connexus/newsletters/)

6 Study-Level Management in Connexus Tip #9: CGIRB Connexus Helpdesk Copernicus Group IRB is proud to offer a dedicated Connexus helpdesk team. This helpdesk is available during normal business hours (8:30AM 5:00PM EST) to assist with any technical issues you may be running into on our site. To request support go to There you can submit a support ticket or Live Chat instantly with one of our support staff. To initiate a live chat session, click the Live Support icon located on the top of all CGIRB Connexus pages.

7 Site-Level Management in Connexus CGIRB Connexus has been selected as the shipment method by which you will receive approval documents for your study. Below are some helpful tips and tricks to assist you in effectively managing your study. Tip #1: Gaining Access to Site Workspace As a site, whoever is listed as the Primary Contact on the Investigator Site Questionnaire will automatically be granted access to your Site workspace. This automatic linking occurs once the New Principal Investigator submission is received and information is entered into our internal database. Please look for an from which indicates you have been added to your workspace. Click the Accept link within the . Registration for CGIRB Connexus is free of charge and there is no limit to the number of users your site can register. If you need to register, please go to https://connexus.cgirb.com/cswp/account/register.aspx to do so. If you log in to Connexus and do not see your study listed please send us a Workspace Request by going to the Contact Us dropdown and selecting Request Access to Additional Workspace Tip #2: Managing Site Access The Primary Contact Person listed on the CGIRB Investigator Site Questionnaire is given Manager-level access. Manager level access allows you to invite others to collaborate with you on the Site Workspace. To add a collaborating user to your workspace, navigate to the site workspace, and then select the Site Participants button located on the right side of the page. This will give you the ability to view who already has access, add new users and change the access level of current users. Version 1.1 July 2013

8 Site-Level Management in Connexus Tip #3: View All Documents (Your electronic file room ) The View All Documents section of your Site Workspace contains all regulatory documents for your site. This includes documents that you have submitted to the IRB as well as outcome documents like Approval Letters, Informed Consents and stamped approved Ads that CGIRB has sent to you. To access this section, navigate to the site workspace, and then select the View All Documents button located on the right side of the page. You will then see a list of all documents you have access to: The items in this View All Documents section are displayed with the most recently approved items listed first. Note that you may have several pages of documents depending on how active the trial is COPERNICUS GROUP IRB. All Rights Reserved.

9 Site-Level Management in Connexus To filter for a specific document, type the name in the search box (see screenshot below) and select the Contains function from the dropdown. This filter, for example, will display all Informed Consents: You can remove the filter by selecting No Filter from the drop down. An alternate to Filter is the Sort function. You can sort any of the columns by clicking on the column name, 1st click will sort Ascending, 2 nd click will sort Descending, and the 3 rd click will go back to the initial sort. Tip #4: Study Contacts via Connexus In the top left corner of each workspace, you will see a list of Study Specific contacts. You can click these contacts names to send an directly to them. The first two contacts listed are the POCs (Point of Contact) for your study here at Copernicus Group IRB. They can assist in any study specific question that you need answered by the IRB. The Sponsor/CRO contact name listed is the main contact at the Sponsor/CRO for this study COPERNICUS GROUP IRB. All Rights Reserved.

10 Site-Level Management in Connexus Tip #5: Connexus Training We are pleased to offer weekly web based training sessions. These group sessions last 1 hour and cover every aspect of the site. To sign up for one of these regularly scheduled group training sessions click here: If you would like to schedule a training class specifically geared for your site, please let us know by ing Tip #6: Connexus Newsletter Each quarter our Connexus newsletter is distributed via to all active study and site contacts. In each newsletter we provide additional tips to help you in your use of Connexus. This is also available on our website (http://www.cgirb.com/cgirb-connexus/newsletters/) Tip #7: CGIRB Connexus Helpdesk Copernicus Group IRB is proud to offer a dedicated Connexus helpdesk team. This helpdesk is available during normal business hours (8:30AM 5:00PM EST) to assist with any technical issues you may be running into on our site. To request support go to There you can submit a support ticket or Live Chat instantly with one of our support staff. To initiate a live chat session, click the Live Support icon located on the top of all CGIRB Connexus pages COPERNICUS GROUP IRB. All Rights Reserved.

INPEX CONTRACT MANAGEMENT SYSTEM

INPEX CONTRACT MANAGEMENT SYSTEM INPEX CONTRACT MANAGEMENT SYSTEM Contractors Manual - Contract Management Document No.: PROCON-00276 Document no.: PROCON-00276 Page 1 NOTICE All information contained with this document has been classified

More information

How can we help? ZAP Helpdesk User Guide

How can we help? ZAP Helpdesk User Guide How can we help? ZAP Helpdesk User Guide Contents ZAP Support Registration... 3 Software Downloads... 5 Knowledge Base (KB) & User Forums... 7 Tips & Tricks... 9 Ask a Question... 9 Subscribe and Receive

More information

Helpdesk how to log a ticket and navigate.

Helpdesk how to log a ticket and navigate. Helpdesk how to log a ticket and navigate. Contents Logging a ticket... 3 Use the Knowledge Base (KB) and Community... 6 View Tips and Tricks... 7 Ask a Question... 8 Subscribe and receive notifications...

More information

INFORMATION SERVICES TECHNOLOGY GUIDE RHS STUDENT EMPLOYMENT WEB APPLICATION

INFORMATION SERVICES TECHNOLOGY GUIDE RHS STUDENT EMPLOYMENT WEB APPLICATION Overview The RHS Student Employment Web Application provides a central system where MSU students can apply for RHS jobs and where RHS Administrators can review and process those applications. System Access

More information

My Contact Management and Reporting Features. The New Look & Feel

My Contact Management and Reporting Features. The New Look & Feel My Contact Management and Reporting Features The New Look & Feel We ve made some enhancements to the contact management and reporting features within your Constant Contact account! You ll be able to do

More information

SCHOLARONE ABSTRACTS SPEAKER MANAGEMENT

SCHOLARONE ABSTRACTS SPEAKER MANAGEMENT SCHOLARONE ABSTRACTS SPEAKER MANAGEMENT TABLE OF CONTENTS Select an item in the table of contents to go to that topic in the document. OVERVIEW OF SPEAKER MANAGEMENT... 2 ACCESSING SPEAKER MANAGEMENT...

More information

Help Desk Web User Guide

Help Desk Web User Guide Help Desk Web User Guide 1 P age Contents Create an Incident... 3 Classifying Category... 3 Describe Incident Request... 3 Add Attachments to the Request... 4 Requests... 4 Request List View... 5 Modes

More information

Erasmus+ Linguistic Support: Licence Management System for Beneficiaries User Guide 2.0. Date 29/12/2014. Service Provider

Erasmus+ Linguistic Support: Licence Management System for Beneficiaries User Guide 2.0. Date 29/12/2014. Service Provider Erasmus+ Linguistic Support: Licence Management System for Beneficiaries User Guide 2.0 Date 29/12/2014 Version 2.0 Draft Author Service Provider Revised by Under revision process Approved by Public Beneficiary

More information

Invoices & Statements

Invoices & Statements Welcome to My Account a fast and easy way to manage your WinWholesale account online! This tutorial will provide you with step-by-step instructions for accessing and navigating the Invoices and Statements

More information

Express222 Quick Reference

Express222 Quick Reference Logging in to Express E222 1. In Internet Explorer, visit vwdco.com 2. Click CSOS in the upper right corner Your username is your DEA Number 3. Once logged in, click on Create, Send and Manage e222 Forms

More information

Resource database input tool: Create new resource or a new event process

Resource database input tool: Create new resource or a new event process Financial Consumer Agency of Canada Agence de la consommation en matière financière du Canada Resource database input tool: Create new resource or a new event process The Financial Consumer Agency of Canada

More information

IT Service Desk Manual Ver. 2.0. Document Prepared By: IT Department. Page 1 of 12

IT Service Desk Manual Ver. 2.0. Document Prepared By: IT Department. Page 1 of 12 Document Prepared By: Page 1 of 12 INDEX 1. Introduction. 3 2. Home Page..... 4 2.1 My Request Summary..... 4 2.2 Announcement....... 5 2.3 Submit your Request...... 5 2.4 Report a Problem...... 6 2.5

More information

CCMS Bulk Claim Upload Pilot Use Only

CCMS Bulk Claim Upload Pilot Use Only The bulk upload facility in CCMS allows you to export data from your case management system and upload it directly into CCMS. This replaces the need for you to manually enter bills line by line. Your software

More information

User Guide Overview to Access, Passwords, Navigation and Notifications

User Guide Overview to Access, Passwords, Navigation and Notifications OVERVIEW This User Guide is an overview to understand how to access the isupplier Portal, navigate through the system and understand the notification sent from the automatic system email notification to

More information

Totally Internet Based Software. Getting Started. Strategy Systems, Inc. PO Box 2136 Rogers, AR 72757 (479) 271-7400

Totally Internet Based Software. Getting Started. Strategy Systems, Inc. PO Box 2136 Rogers, AR 72757 (479) 271-7400 Totally Internet Based Software Getting Started Strategy Systems, Inc. PO Box 2136 Rogers, AR 72757 (479) 271-7400 System Requirements... 1 User Login... 1 Basic Navigation... 2 Hover Menus... 2 Dropdown

More information

Table of Contents INTRODUCTION...2 HOME PAGE...3. Announcements... 6 Personalize... 7 Reminders... 9 Recent Items... 11 SERVICE CATALOG...

Table of Contents INTRODUCTION...2 HOME PAGE...3. Announcements... 6 Personalize... 7 Reminders... 9 Recent Items... 11 SERVICE CATALOG... Table of Contents INTRODUCTION...2 HOME PAGE...3 Announcements... 6 Personalize... 7 Reminders... 9 Recent Items... 11 SERVICE CATALOG...12 REQUEST...14 Request List View... 15 Creating a New Incident...

More information

MAESTRO Version 2.0 Review System PI and Research/Approval Team Training Document

MAESTRO Version 2.0 Review System PI and Research/Approval Team Training Document MAESTRO Version 2.0 Review System PI and Research/Approval Team Training Document Questions and Helpdesk Support: Call Office of Research Compliance at 575-646-7177 or Email care@research.nmsu.edu or OVPR@research.nmsu.edu

More information

Upon Installation, Soda

Upon Installation, Soda Upon Installation, Soda Prompts you to create your user profile to register for a new profile Note: Asks your for your particulars Prompts you to select a password. You would need to provide this password

More information

PROACTIS: Supplier User Guide Contract Management

PROACTIS: Supplier User Guide Contract Management PROACTIS: Supplier User Guide Contract Management Contents Introduction Why PROACTIS Contract Management Tender award Updating Contractor details Accepting tender award Accepting / rejecting the contract

More information

IT Service Manager Agent Guide

IT Service Manager Agent Guide IT Service Manager Agent Guide Issue Training - Online Tutorials & Guides http://www.it.northwestern.edu/service-manager/ IT Service Manager Login Page https://itsm-fp.northwestern.edu/footprints/ Contents

More information

Responding to RFQs/ITBs on the KNPC esourcing Portal and Sending Clarification Messages. Quick User Guide. Version 1.0

Responding to RFQs/ITBs on the KNPC esourcing Portal and Sending Clarification Messages. Quick User Guide. Version 1.0 Responding to RFQs/ITBs on the KNPC esourcing Portal and Sending Clarification Messages Quick User Guide Version 1.0 January 2014 Visit https://esourcing.knpc.com and login to the KNPC esourcing Portal.

More information

Intellect Platform - Tables and Templates Basic Document Management System - A101

Intellect Platform - Tables and Templates Basic Document Management System - A101 Intellect Platform - Tables and Templates Basic Document Management System - A101 Interneer, Inc. 4/12/2010 Created by Erika Keresztyen 2 Tables and Templates - A101 - Basic Document Management System

More information

ASRM Career Center. The ASRM Career Center can be accessed from the ASRM Homepage:

ASRM Career Center. The ASRM Career Center can be accessed from the ASRM Homepage: ASRM Career Center The ASRM Career Center can be accessed from the ASRM Homepage: All Job Seeker links are on the left. Click here to get Employer links You must create an account before doing anything

More information

FINRA DR Portal. User Guide for Arbitration and Mediation Case Participants

FINRA DR Portal. User Guide for Arbitration and Mediation Case Participants FINRA DR Portal for Arbitration and Mediation Case Participants December 2015 Disclaimer These materials are for training and instructional purposes only. No part of this publication may be reproduced,

More information

LEARNING MANAGEMENT SYSTEM (LMS) SUBSCRIBING TO A REPORT

LEARNING MANAGEMENT SYSTEM (LMS) SUBSCRIBING TO A REPORT LEARNING MANAGEMENT SYSTEM (LMS) SUBSCRIBING TO A REPORT This QRG provides instructions for subscribing to a report in the LMS. Report subscriptions in the LMS allow reports to be emailed at scheduled

More information

Erasmus+ Support: Licence Management System for Beneficiaries User Guide 4.0

Erasmus+ Support: Licence Management System for Beneficiaries User Guide 4.0 Erasmus+ Support: Licence Management System for Beneficiaries User Guide 4.0 Date 1/06/2015 Version 4.0 Author Service Provider Public Beneficiary Institutions/Organisations Page 1 Table of Contents Introduction...

More information

Selection Manager: Quick Start Guide

Selection Manager: Quick Start Guide VERSION 1103 01.24.12 SELECTION MANAGER GUIDE Selection Manager: Quick Start Guide PART 1: GENERAL INFORMATION Selection Manager is the hiring official s interface for USA Staffing. In Selection Manager,

More information

Applicant Tracking System Job Aids. Prepared by:

Applicant Tracking System Job Aids. Prepared by: Applicant Tracking System Job Aids Prepared by: Contents System Navigation and My Setup Information for Users... 1 Creating Requisitions... 4 Duplicating Requisitions... 6 Requesting an Approval... 7 Viewing

More information

FootPrints 10 - Update

FootPrints 10 - Update FootPrints 10 - Update Background and Overview The upgrade of FootPrints 9.03 to 10.0 will be our fourth major upgrade of FootPrints since it was purchased for use on campus in 2002. Since that time, FootPrints

More information

i>clicker v7 Gradebook Integration: Blackboard Learn Instructor Guide

i>clicker v7 Gradebook Integration: Blackboard Learn Instructor Guide i>clicker v7 Gradebook Integration: Blackboard Learn July 2015 Table of Contents Overview... 3 Step 1: Prepare a Configured Version of i>clicker... 4 Step 2: Configure your i>clicker Software... 5 Step

More information

Helpdesk Portal End User Guide

Helpdesk Portal End User Guide Helpdesk Portal End User Guide Contents Using the Portal... 3 Portal web page... 3 Log in... 3 Log out... 3 Managing your account... 4 Terminology... 4 Submit a ticket... 5 Help us to Help you... 6 Upload

More information

HireTouch Sending Applicant Correspondences (Emails)

HireTouch Sending Applicant Correspondences (Emails) HireTouch Sending Applicant Correspondences (Emails) This document provides instructions for generating emails to applicants to your job posting. There are four correspondence templates currently available

More information

Performance and Contract Management System Data Submission Guide

Performance and Contract Management System Data Submission Guide This guide is a review of how to submit data into the Performance and Contract Management System (PCMS). Contents Logging in... 2 Performance Reporting - Accessing Contract Deliverables... 2 Deliverable

More information

Overview. Table of Contents. isupport Incident Management

Overview. Table of Contents. isupport Incident Management Overview The isupport software is a powerful and flexible help desk/desktop support solution used by San José State to manage information technology tickets, or incidents. While isupport has many tools

More information

Business Reports. ARUP Connect

Business Reports. ARUP Connect Business Reports ARUP Connect User Manual November 2015 Table of Contents Business Reports... 4 Quick Reference... 4 View Reports... 5 My Reports Tab... 5 Open a Report... 5 Save a Report... 5 Modify My

More information

Administrator s Manual LMS Instructor-led Training Module

Administrator s Manual LMS Instructor-led Training Module Administrator s Manual LMS Instructor-led Training Module Copyright 2014 Telania, LLC. Page 1 Table of Contents Events...3 Event Courses... 3 Add Event Course... 3 Adding a New Event... 4 Edit Event...

More information

ONLINE PROGRAM MANAGEMENT SYSTEM. Program Management System. Overview PRINTED ON 16/06/2009 PAGE 1 OF 10

ONLINE PROGRAM MANAGEMENT SYSTEM. Program Management System. Overview PRINTED ON 16/06/2009 PAGE 1 OF 10 ONLINE PROGRAM MANAGEMENT SYSTEM Program Management System Overview PRINTED ON 16/06/2009 PAGE 1 OF 10 Table of Contents PAGE TABLE OF CONTENTS... 2 PROGRAM MANAGEMENT SYSTEM... 3 KEY OBJECTIVE... 3 KEY

More information

MyCaseInfo Attorney Administration Users Guide. A Best Case Bankruptcy Add-on Tool

MyCaseInfo Attorney Administration Users Guide. A Best Case Bankruptcy Add-on Tool MyCaseInfo Attorney Administration Users Guide A Best Case Bankruptcy Add-on Tool 2 Table of Contents I. ATTORNEY ADMINISTRATION OVERVIEW... 4 II. HELP CENTER... 5 Documents Web Tutorials Online Seminar

More information

Trigger. Perform this procedure when using the CRM Worklist. Helpful Hints

Trigger. Perform this procedure when using the CRM Worklist. Helpful Hints Purpose The purpose of this Work Instruction is to navigate the CRM Worklist and identify tools required to process and complete workflow tasks and alerts. Trigger Perform this procedure when using the

More information

Word 2007: Mail Merge Learning Guide

Word 2007: Mail Merge Learning Guide Word 2007: Mail Merge Learning Guide Getting Started Mail merge techniques allow you to create a document which combines repetitive text elements with data drawn from an external data document. To perform

More information

Guide to Office Hours, Appointments, and Appointment notes

Guide to Office Hours, Appointments, and Appointment notes Version 1.0 Guide to Office Hours, Appointments, and Appointment notes Purpose This document provides instructions to set up your office hours in Starfish, make appointments with students, and document

More information

Erasmus+ Support: Licence Management System for Beneficiaries User Guide 6.0

Erasmus+ Support: Licence Management System for Beneficiaries User Guide 6.0 Erasmus+ Support: Licence Management System for Beneficiaries User Guide 6.0 Date 1/09/2015 Version 6.0 Author Service Provider Public Beneficiary Institutions/Organisations Page 1 Table of Contents Introduction...

More information

Freight Loss Data Exchange (FLDX) User Guide

Freight Loss Data Exchange (FLDX) User Guide Freight Loss Data Exchange (FLDX) User Guide 7001 Weston Parkway, Suite 200 Cary, North Carolina 27513 2015 Railinc Corp. All Rights Reserved. Last Updated: April 2015 Table of Contents Welcome to FLDX...

More information

FACTS Grant & Aid Navigation Training

FACTS Grant & Aid Navigation Training 1 P age FACTS Grant & Aid Navigation Training Introduction The purpose of this document is to provide assistance in navigating the FACTS system. Additional training and information regarding calculations

More information

Welcome to. NukeWorker.com s Employer Services Job Management Tutorial

Welcome to. NukeWorker.com s Employer Services Job Management Tutorial Welcome to NukeWorker.com s Employer Services Job Management Tutorial In this module, you will learn how to manage jobs using your Employer Services account. Page 1 of 5 Table of Contents 1. ACCOUNT SUMMARY...

More information

Recruiting Module for Hiring Managers

Recruiting Module for Hiring Managers For additional information, please contact your HR Manager. 1. Logging into the Taleo System 2. Viewing a Requisition 3. Viewing a Candidate Profile 4. From Applicant to Hire: Overview 5. Changing a Step/Status

More information

Graham Group Helpdesk User Guide: FAQ and Tricks

Graham Group Helpdesk User Guide: FAQ and Tricks Graham Group Helpdesk User Guide: FAQ and Tricks The following is a basic guide of the Graham helpdesk system. NOTE: This guide will cover only the Frequently Asked Questions and Tricks on the Graham Group

More information

CONNECT MANAGER SUPPLY ORDER MANAGEMENT TOOL 3.5 MANUAL

CONNECT MANAGER SUPPLY ORDER MANAGEMENT TOOL 3.5 MANUAL CONNECT MANAGER SUPPLY ORDER MANAGEMENT TOOL 3.5 MANUAL Table of Contents Open Supplier Network SM Table of Contents 1 How to Get Started..3 Viewing Orders....6 Processing Orders. 12 Exporting Orders...16

More information

HelpDesk Connect Operator Manual rev. 1.0.

HelpDesk Connect Operator Manual rev. 1.0. HelpDesk Connect Operator Manual rev. 1.0. 2003-2009 Eastwright Corp. www.eastwright.com 1 1.System Overview 1.1. Concepts The HelpDesk Connect is a web based help desk system. The program allows efficient

More information

WTI Email Marketing Tool

WTI Email Marketing Tool WTI Email Marketing Tool Procedure Guide September 24, 2010 WTI Email Marketing Tool Table of Contents Table of Contents... 1 Purpose of the Tool... 2 Subscribing to Receive WTI Emails... 2 Figure 1: Training

More information

Business Online Banking Enhancements Monday, March 9, 2015

Business Online Banking Enhancements Monday, March 9, 2015 Business Online Banking Enhancements Monday, March 9, 2015 On March 9 th you will notice a few enhancements made to your Business Online Banking site. These changes have been implemented to improve your

More information

Contract Management System. USER GUIDE Proposal Submission. Individual Consultants Company Consultants

Contract Management System. USER GUIDE Proposal Submission. Individual Consultants Company Consultants Contract Management System USER GUIDE Proposal Submission Individual Consultants Company Consultants Contents Introduction to Interface Elements... 1 Applications and Proposal Submissions... 2 Applying

More information

In This Issue: Excel Sorting with Text and Numbers

In This Issue: Excel Sorting with Text and Numbers In This Issue: Sorting with Text and Numbers Microsoft allows you to manipulate the data you have in your spreadsheet by using the sort and filter feature. Sorting is performed on a list that contains

More information

Genesee Intermediate School District Technology & Media Services 2413 West Maple Avenue Flint, Michigan 48507. GenNET Self-Service Helpdesk Tipsheet

Genesee Intermediate School District Technology & Media Services 2413 West Maple Avenue Flint, Michigan 48507. GenNET Self-Service Helpdesk Tipsheet Genesee Intermediate School District Technology & Media Services 2413 West Maple Avenue Flint, Michigan 48507 GenNET Self-Service Helpdesk Tipsheet The GenNET Self-Service Help Desk is an innovative, web-based

More information

USER GUIDE STEP UP PERFORMANCE MANAGEMENT SYSTEM. Oklahoma State Department of Health

USER GUIDE STEP UP PERFORMANCE MANAGEMENT SYSTEM. Oklahoma State Department of Health USER GUIDE STEP UP PERFORMANCE MANAGEMENT SYSTEM Oklahoma State Department of Health Table of Contents Chapter 1 Getting Started... 2 Chapter 2 Overview and Public Health System Alignment... 5 Chapter

More information

Order Management Bookings - Getting Started Guide for Shippers

Order Management Bookings - Getting Started Guide for Shippers Order Management Bookings - Getting Started Guide for Shippers Table Of Contents Order Management Bookings Getting Started Guide... 3 Purpose of this Document... 3 What is Order Management Bookings?...

More information

Getting Started Guide - Desktop

Getting Started Guide - Desktop Getting Started Guide - Desktop 1. Sign Up PERSONAL OPENTEXT CORE ACCOUNT To get started sharing and collaborating on your files from a Mac or Windows browser, you ll need to sign up for your OpenText

More information

1. Manage your Group. 1. Log on to the CampusGroups platform.

1. Manage your Group. 1. Log on to the CampusGroups platform. 1 1. Manage your Group 1. Log on to the CampusGroups platform. 2. Upon logging in, select your club from the Groups drop-down (next to the Home icon) and click on the Manage button next to the group of

More information

SHAREPOINT COLLABORATIVE WORKSPACE

SHAREPOINT COLLABORATIVE WORKSPACE Council of Europe SHAREPOINT COLLABORATIVE WORKSPACE USER GUIDE Contents 1. Presentation of SharePoint... 3 1.1. Logging on... 4 2. Lists... 6 2.1. Displaying a list... 7 2.2. Navigating in a list... 9

More information

User Guide Create and View Credit Memos

User Guide Create and View Credit Memos OVERVIEW This User Guide aims to describe how isupplier Users can create Credit Memos. HOW TO USE THIS USER GUIDE If familiar with the isupplier Portal Functionalities and the Oxy process, refer to the

More information

ARIBA Contract Management System. User Guide to Accompany Training

ARIBA Contract Management System. User Guide to Accompany Training ARIBA Contract Management System User Guide to Accompany Training Technical Training Team 6/29/2010 Table of Contents How to use this Guide... 4 Contract Management Process... 5 ARIBA- Getting Started...

More information

AdventNet ManageEngine SupportCenter Plus :: User Guide. Table Of Contents INTRODUCTION... 3 REQUEST... 4. Creating a New Request...

AdventNet ManageEngine SupportCenter Plus :: User Guide. Table Of Contents INTRODUCTION... 3 REQUEST... 4. Creating a New Request... Table Of Contents INTRODUCTION... 3 REQUEST... 4 Creating a New Request... 5 Quick Create...5 Contact Details...5 Classifying Request Category...5 Prioritizing Request...6 Describe Request...6 Add Attachments

More information

Login/ Logout RMS Employer Login Go to Employer and enter your username and password in the Employer Login section. Click on the LOGIN NOW button.

Login/ Logout RMS Employer Login Go to Employer and enter your username and password in the Employer Login section. Click on the LOGIN NOW button. Recruitment Management System Version 8 User Guide What is Recruitment Management System (RMS)? Recruitment Management System (RMS) is an online recruitment system which can be accessed by corporate recruiters

More information

View Payments. User Guide. Online Merchant Services

View Payments. User Guide. Online Merchant Services View Payments User Guide Online Merchant Services Copyright Statement Copyright 2010 by American Express Company. All rights reserved. No part of this document may be reproduced in any form or by any electronic

More information

Using Folder Views Effectively in CCS HelpDesk

Using Folder Views Effectively in CCS HelpDesk Using Folder Views Effectively in CCS HelpDesk Crow Canyon Systems, Inc. (Note: There is extensive documentation on grouping, sorting, filtering and displaying folder items in the Microsoft Outlook Help,

More information

Documentum Content Distribution Services TM Administration Guide

Documentum Content Distribution Services TM Administration Guide Documentum Content Distribution Services TM Administration Guide Version 5.3 SP5 August 2007 Copyright 1994-2007 EMC Corporation. All rights reserved. Table of Contents Preface... 7 Chapter 1 Introducing

More information

Order Tracking Tips and Techniques

Order Tracking Tips and Techniques You can track the status of your orders on the Customer Care Online Service Center website at: http://customercare.hmhco.com/. You can search for orders by: Order Number Invoice Number PO Number Product

More information

ACCELLOS HELPDESK CUSTOMER GUIDE

ACCELLOS HELPDESK CUSTOMER GUIDE ACCELLOS HELPDESK CUSTOMER GUIDE Version: 2.0 Date: December 2011 Copyright Accellos, Inc. All rights reserved The information contained in this document is confidential and is intended only for the persons

More information

Host Excellence. Client Helpdesk. Version 1.0

Host Excellence. Client Helpdesk. Version 1.0 Host Excellence Client Helpdesk Version 1.0 1 Table of Contents 1 Accessing the Helpdesk... 3 2 What Is A Helpdesk Ticket?... 3 3 Ticket Overview... 3 3.1 Ticket Status... 4 3.2 Ticket Category... 4 3.3

More information

IT HELP Desk Dashboard ManageEngine Service Desk Plus User Guide

IT HELP Desk Dashboard ManageEngine Service Desk Plus User Guide Create an Incident When you need to report a failure or problem of your system to the IT help desk team, then send a request to the team. There are different modes of placing a request, such as submitting

More information

Sense/Net 6 Evaluation Guide. How to build a simple list-based Intranet?

Sense/Net 6 Evaluation Guide. How to build a simple list-based Intranet? Sense/Net 6 Evaluation Guide How to build a simple list-based Intranet? Contents 1 Basic principles... 4 1.1 Workspaces... 4 1.2 Lists... 4 1.3 Check-out/Check-in... 5 1.4 Version control... 5 1.5 Simple

More information

ELECTRONIC FREIGHT PAYMENT QUICK REFERENCE GUIDE

ELECTRONIC FREIGHT PAYMENT QUICK REFERENCE GUIDE ELECTRONIC FREIGHT PAYMENT QUICK REFERENCE GUIDE Contents Introduction... 2 To Get Started... 2 Viewing Your Invoices... 3 To Inquire About Missing Invoices... 5 Approving Or Disputing Your Invoices...

More information

Security Analytics Engine 1.0. Help Desk User Guide

Security Analytics Engine 1.0. Help Desk User Guide 2015 Dell Inc. ALL RIGHTS RESERVED. This guide contains proprietary information protected by copyright. The software described in this guide is furnished under a software license or nondisclosure agreement.

More information

Washington Access to Instruction and Measurement (WA-AIM) Engrade Users Guide

Washington Access to Instruction and Measurement (WA-AIM) Engrade Users Guide Washington Access to Instruction and Measurement (WA-AIM) Engrade Users Guide Copyright 2015 by OSPI, Data Recognition Corporation, and McGraw-Hill LLC. All rights reserved. Developed and published under

More information

Guidelines for Creating Reports

Guidelines for Creating Reports Guidelines for Creating Reports Contents Exercise 1: Custom Reporting - Ad hoc Reports... 1 Exercise 2: Custom Reporting - Ad Hoc Queries... 5 Exercise 3: Section Status Report.... 8 Exercise 1: Custom

More information

AvePoint Record Rollback 3.1.2 for Microsoft Dynamics CRM

AvePoint Record Rollback 3.1.2 for Microsoft Dynamics CRM AvePoint Record Rollback 3.1.2 for Microsoft Dynamics CRM User Guide Revision G Issued April 2014 1 Table of Contents Overview... 3 Before You Begin... 4 Record Rollback... 5 Getting Started... 5 Locating

More information

Basic ebusiness Banking User Guide

Basic ebusiness Banking User Guide Basic ebusiness Banking User Guide 1 Welcome: Welcome to Chemical Bank s ebusiness Banking system. With ebusiness Banking, you can access your accounts 24-hours a day, seven days a week; anywhere an Internet

More information

MoodleMobile Block. Adding MoodleMobile to your course

MoodleMobile Block. Adding MoodleMobile to your course MoodleMobile Block This document describes how to add a MoodleMobile block to your course and use it to send text messages and emails to your students. Adding MoodleMobile to your course 1) Navigate to

More information

Table of Contents INTRODUCTION... 2 HOME... 3. Dashboard... 5 Reminders... 8 Announcements... 12 Preferences... 13 Recent Items... 15 REQUESTS...

Table of Contents INTRODUCTION... 2 HOME... 3. Dashboard... 5 Reminders... 8 Announcements... 12 Preferences... 13 Recent Items... 15 REQUESTS... Table of Contents INTRODUCTION... 2 HOME... 3 Dashboard... 5 Reminders... 8 Announcements... 12 Preferences... 13 Recent Items... 15 REQUESTS... 16 Request List View... 17 Requests based on Filters...

More information

Introductory Guide Web Purchase Orders for Sage 200

Introductory Guide Web Purchase Orders for Sage 200 Introductory Guide Web Purchase Orders for Sage 200 Create POs in Sage 200 via a web interface Multiple concurrent users entering POs into Sage 200 in real time Powerful account/stock search View and print

More information

itrack Intergen s Defect Management System

itrack Intergen s Defect Management System itrack Intergen s Defect Management System itrack Quick Reference Guide Version 2.0 Copyright 2009 Intergen Limited Table of Contents 1 INTRODUCTION... 3 2 GETTING STARTED... 3 2.1 Logon... 3 2.2 Select

More information

WebEx Event Center User's Guide

WebEx Event Center User's Guide WebEx Event Center User's Guide Version 6.5 Copyright 1997-2009. WebEx Communications, Inc. All rights reserved. Cisco, WebEx, and Cisco WebEx are registered trademarks or trademarks of Cisco Systems,

More information

MS Excel Tips and Tricks

MS Excel Tips and Tricks Contents Sorting Data (primary sort)... 3 Sorting Data (primary and secondary sort)... 4 Filtering Data... 7 Fitting a Worksheet to a Page Width or Number of Pages... 11 Using Page Break Preview to Move

More information

Title: SharePoint Advanced Training

Title: SharePoint Advanced Training 416 Agriculture Hall Michigan State University 517-355- 3776 http://support.anr.msu.edu support@anr.msu.edu Title: SharePoint Advanced Training Document No. - 106 Revision Date - 10/2013 Revision No. -

More information

Express Reports. HealthStream Express TM

Express Reports. HealthStream Express TM HealthStream Express TM Administrator access to features and functions described in the HLC Help documentation is dependent upon the administrator s role and affiliation. Administrators may or may not

More information

AvePoint SearchAll 3.0.2 for Microsoft Dynamics CRM

AvePoint SearchAll 3.0.2 for Microsoft Dynamics CRM AvePoint SearchAll 3.0.2 for Microsoft Dynamics CRM User Guide Revision E Issued April 2014 1 Table of Contents Overview... 3 Getting Started... 4 Understanding the SearchAll User Interface... 4 Using

More information

SENDING E-MAILS WITH MAIL MERGE

SENDING E-MAILS WITH MAIL MERGE SENDING E-MAILS WITH MAIL MERGE You can use Mail Merge for Word and Outlook to create a brochure or newsletter and send it by e- mail to your Outlook contact list or to another address list, created in

More information

Table of Contents INTRODUCTION... 2 HOME PAGE... 3. Announcements... 7. Personalize & Change Password... 8. Reminders... 10 SERVICE CATALOG...

Table of Contents INTRODUCTION... 2 HOME PAGE... 3. Announcements... 7. Personalize & Change Password... 8. Reminders... 10 SERVICE CATALOG... Table of Contents INTRODUCTION... 2 HOME PAGE... 3 Announcements... 7 Personalize & Change Password... 8 Reminders... 10 SERVICE CATALOG... 12 Raising a Service Request... 12 Edit the Service Request...

More information

Secure Collaboration User Guide for Workspace Creation and Use

Secure Collaboration User Guide for Workspace Creation and Use Secure Collaboration User Guide for Workspace Creation and Use Workspaces allow you to create a space to securely share files in a collaborative environment. They support the use of nested workspaces,

More information

A RESOURCE GUIDE FOR NEW FINANCIAL SYSTEM PROFESSIONALS

A RESOURCE GUIDE FOR NEW FINANCIAL SYSTEM PROFESSIONALS WELCOME KIT A RESOURCE GUIDE FOR NEW FINANCIAL SYSTEM PROFESSIONALS *Disclaimer: In the following documentation, dates, screen captures and data are not necessarily reflective of the current year. Settings

More information

Indiana Campaign Finance System Secure Site

Indiana Campaign Finance System Secure Site Indiana Campaign Finance System Secure Site Overview The Indiana Campaign Finance System is provided by the Indiana Election Division to enable campaign committees to manage contributions and expenditures,

More information

User guide. Push to Talk

User guide. Push to Talk User guide Push to Talk User guide Push to Talk Content About Push to Talk Online Contact Management...3 Accessing Push to Talk Online Contact Management...4 Managing Push to Talk contacts...4 Deleting

More information

Welcome to the GSA Advantage PO Portal Help

Welcome to the GSA Advantage PO Portal Help Welcome to the GSA Advantage PO Portal Help Our help pages should answer many of the questions you may have concerning the GSA Advantage PO Portal. Can t find the answer you need? See Contact Us below.

More information

Montgomery County Public Schools. MCPS Careers Applicant Tracking System (ATS) Hiring Manager User Guide

Montgomery County Public Schools. MCPS Careers Applicant Tracking System (ATS) Hiring Manager User Guide Montgomery County Public Schools MCPS Careers Applicant Tracking System (ATS) Hiring Manager User Guide Version 4.0 Revised February 2012 TABLE OF CONTENTS Logging In... 3 Navigating the Site... 4 Center

More information

Using Ad-Hoc Reporting

Using Ad-Hoc Reporting Using Ad-Hoc Reporting The purpose of this guide is to explain how the Ad-hoc reporting function can be used to produce Management Information from client and product data held in the Key. The guide will

More information

Table of Contents INTRODUCTION... 2 HOME PAGE... 3. Announcements... 7 Personalize & Change Password... 8 Reminders... 9 SERVICE CATALOG...

Table of Contents INTRODUCTION... 2 HOME PAGE... 3. Announcements... 7 Personalize & Change Password... 8 Reminders... 9 SERVICE CATALOG... Table of Contents INTRODUCTION... 2 HOME PAGE... 3 Announcements... 7 Personalize & Change Password... 8 Reminders... 9 SERVICE CATALOG... 11 Raising a Service Request... 12 Edit the Service Request...

More information

Verified Volunteers. System User Guide 10/2014. For assistance while navigating through the system, please contact Client Services at:

Verified Volunteers. System User Guide 10/2014. For assistance while navigating through the system, please contact Client Services at: Verified Volunteers System User Guide 10/2014 For assistance while navigating through the system, please contact Client Services at: RCAN@verifiedvolunteers.com - (855) 326-1860 - Option 1 Welcome to Verified

More information

HRSA Data Warehouse Report Tool Help

HRSA Data Warehouse Report Tool Help HRSA Data Warehouse Report Tool Help Table of Contents Getting Started... 1 Welcome to the HRSA Report Tool... 1 Navigating the HRSA Report Tool... 2 Technical Support... 6 Creating a Report... 7 How

More information

Reference Manual. FootPrints version 5.5. UniPress Software Inc.

Reference Manual. FootPrints version 5.5. UniPress Software Inc. Reference Manual FootPrints version 5.5 UniPress Software Inc. FootPrints Reference Manual FootPrints Reference Manual FootPrints version 5.5 from UniPress Software FootPrints Reference Manual: Rev 5.5

More information

User Guide Package Exception Management

User Guide Package Exception Management User Guide Package Exception Management 70-3262-4.6 PRECISION Applications 2012 September 2012 2012 Precision Software, a division of QAD Inc. Precision Software products are copyrighted and all rights

More information