1Q 2015 IBM PCD GUI Release

Transcription

1 1Q 2015 IBM PCD GUI Release Presented by: WSP Date: March 2015

2 Agenda 2 1Q 2015 IBM PCD GUI Release GUI Enhancements Overview Troubleshooting User Support Services and Help Desk

3 Benefits of the Enhancements Covered in further detail in this training packet: PCD Request Creation: New page with function mapped over, better performance. Also new function includes grouping function for CE. Allows multiple product families on a single PCD request. 3 IBM Validation selection option enables the IBM requester to specify additional information for the WSP analyst to collect from the supplier. PCD Details Modification enhancement enables the IBM requester to modify details of an in-process request without requiring cancellation and recreation. Report Filter Criteria for PCD Refresh Request Type will allow reports to be executed with BAU Request Type, PCD Refresh Request Type or All. Not covered in this training packet: PCD Transfer function helps IBM administrators to transfer PCD requests from one IBM user to another in the event the user changes positions or departs the company. Late Reason Ranking will improve data analytics for determining and alleviating the primary causes of Requests exceeding TAT. This change is related to the WSP Workflow application used by WSP ECT analysts for processing PCD requests on behalf of IBM. PCD Refresh functionality will enable IBM to process parts requiring an update of information. WSP initiated PCD refresh process.

4 Timeline 4 On March 23, 2015, IBM & WSP will release a new production version of the WSP PCD request GUI Functions and Enhancements included in the March release: redesign of PCD Request Creation Page, new function on request modification, new option to request additional information before validation and new search criteria in Status Reports March 20 8PM EDT to March 22 6PM EDT IBM PCD GUI will be offline for production deployment. October 2014 February 2015 March 2015 October February 2015 SIT & UAT on new IBM PCD GUI user functions and enhancements February 27, 2015 IBM UAT Testing has been completed. March 23, 2015 New Production version of WSP PCD request GUI will be released March 17 March 24, 2015 WSP and IBM will host 4 training sessions for IBM Internal Users on the changes within IBM PCD GUI after deployment.

5 Overview of the New PCD Request Creation Page 5

6 New PCD Request Page Requestor will be the name of the person logged into IBM GUI. 2. Select Supplier Name from the dropdown list by typing until the name is visible. 3. Selecting the supplier name from the dropdown list will enable the Primary and Secondary Supplier Contact fields. 4. Add workgroup by using the manage workgroup button.

7 Adding Supplier Contacts Manage Supplier Contacts 1 2 Clicking the Add button will display a data entry popup page for inputting contact information.

8 Adding Supplier Contacts 1 1. Input the necessary contact information. Commodity, Contact Name and Contact are required. 2. Clicking Save will add the contact in the supplier contact list. 2

9 Editing Supplier Contacts Select the record in the table you wish to edit. 2. Use the Edit button to update information related to a specific supplier contact.

10 Deleting Supplier Contacts To delete a supplier contact, select the record in the table to display the Delete button. 2. Click the Delete button. 3. After clicking the Delete button, click the Yes button to confirm. Once a contact is deleted, it will be removed from the supplier contact list.

11 Managing Workgroups Manage Workgroups Use this function to add users who will be able to access and manage your PCD request. 2. Select a user from the "Available Users" list and click the right arrow button, to add a member. 3. Select the person in your workgroup from the "Selected Users" list and click the left arrow button, to remove a member.

12 Specifying Part Details 1. This section is used to input the request details, which are incorporated into the validation of parts. 2. Two additional questions on the PCD request page are specific to the ECAT commodity user profile and are only visible to those specific users. Note: This portion of the page is similar in look and functionality to the page currently in production including validation. 1 2

13 Parts Information Section This section is used to add parts to the request. There are four options to use when adding parts: 1. Manual addition 2. Searching the database 3. File upload template without the Form # declared 4. File upload template with Form # declared (new for user IDs associated with AOP, Memory and Logic commodities within the WSP GUI)

14 Manual Addition of Parts 1 1. Manually type the parts that need to be requested and provide the following information: IBM PN EC No Top Assembly Supplier Part No Comments Note: When manually adding parts, a user must tab through all the columns in the row to create a new row for continuous part entry. Note: To insure the last part in the grid is validated, the user will have to tab completely through the row until they reach a new blank row. If a new row is not visible when submitting the request, the last part will not be included in the request.

15 Searching the Database Click Search DB button 2. Enter a portion of the part number 3. Click Search button 4. Click checkbox next to each part to be added 5. Click the Add to List button 6. Selected PN/s will be added to the PN list

16 Using File Upload Template Click the Upload File button 2. Click either the Office 2003 (XLS) or Office 2007 (XLS) button to download bulk upload template. 3. After populating and saving the template, 4. use the Browse and 5. Upload buttons to load the template. 6. Uploaded PNs will be added to the PN list.

17 Updated 2003/2007 File Upload Template A dropdown list selection is added Use of the file upload template with Form # declared is only available to user IDs associated with AOP, Memory and Logic commodities. Template addition includes PCD Form # column for grouping parts that share the same material content onto a single request. If PCD Form # is defined: Maximum of 8 form # s can be declared in a single 2003/2007 template upload. PCD Request(s) will be auto created. PNs will be added to the Part Number Tab in accordance with the PCD form # grouping specified in the 2003/2007 upload template. Prepopulated PCD forms will be attached to the supplier as a zip file. Maximum of 4 forms per due to size limitation. Complete required fields: PCD form #, IBM PN and SPN. If the PCD Form # is not declared, the request and supplier correspondence will be manually performed as previously.

18 Validating Requested Parts The Validate Parts button will perform: duplicate parts check, part number verification, etc. Rows will be colored as follows: Red indicates an error and will not allow the request to be submitted (Validation Failed dialog) Yellow indicates a warning, but will allow the request to be submitted

19 PCD Request TAT and IBM Validation Standard TAT for BAU is based on the commodity. For Refresh, default TAT is 30 days. The IBM Requester may opt to validate all PCD forms that are part of the request prior to upload to explore by selecting this checkbox. Special TAT can be specified by selecting the Special option and picking the desired due date from the calendar. Note: TAT has a minimum value of 5 days.

20 Submitting the PCD Request After clicking the Submit button, a confirmation page will be displayed. 2. Click Confirm to submit or Cancel to cancel the request. 3. The PCD Request Summary page provides the user with an overview of the request created and allows filtering of the parts grid with a search textbox.

21 Request Notification A notification is sent to the requestor and his workgroup upon confirmation of the PCD request. A notification is sent to allotted WSP analyst.

22 IBM Validation 22

23 IBM Validation Enhancement Option to Request Additional Information Allows user to request additional information upon performing IBM validation without rejecting the PCD. 1. Click My PCD Requests menu 2. Click Requests Awaiting IBM Review tab 3. Click PCD Request No. link

24 IBM Validation Enhancement Option to Request Additional Information Click Review PCD link and scroll down to the comment section of the PCD Details Summary page. 2. Enter a comment detailing additional information requested e.g. FMD, MSDS, test report, etc. 3. Click the Request Additional Information option 4. Click the Submit button to send an with details of additional information needed to the WSP Analyst.

25 IBM Validation Enhancement Option to Request Additional Information Added comments can be seen in the Activity Log History. A notification will be sent to WSP Analyst.

26 PCD Request Details Modification 26

27 Modifying an Open PCD Request Click My PCD Requests. 2. Click the My Open PCD Requests tab. 3. Select the form from the PCD Request No. column in table. 4. Click the Modify PCD Request link. Note: PCD details can be updated if the request is open and a PCD form has not been received and validated. Details can not be edited if the request is closed. 4

28 PCD Request Details Modification These fields are editable and follow the same validation rules as the PCD Request Creation page. Editable request details: Requestor prefers to validate PCD results Assembly Containing Battery Cable Assembly Vendor Logo Product PCD Update Request PCD TAT Not shown: Is Lead expected to be reported in solder? (applicable to ECAT only; conditionally hidden) Designed By (applicable to ECAT only; conditionally hidden) This functionality allows user to modify specific request details instead of cancelling the request when there is a discrepancy between the PCD request and a supplier's submitted PCD.

29 Modifying a PCD Request For open requests, the following details can be changed: *Assembly Containing Battery *Cable Assembly *Vendor Logo Product *PCD Update Request *Is Lead expected to be reported in solder? *Designed By *Requestor prefers to validate PCD results *PCD TAT Validation logic is also applied in modifying the request: Design by (IBM) only visible when Assembly Containing Battery is No Cable Assembly only visible when request is for CABLES and MECHS Is Lead expected to be reported in solder and Designed By only visible to ECAT users PCD TAT date can only be adjusted forward from the previous date entered

30 PCD Request Modification Confirmation Before clicking the save button, please verify and review the details modified. After clicking save button, you will see a message that the PCD Details Updated Successfully.

31 PCD Request Modification Notification Automated notification is sent to the requestor, workgroup and the allotted WSP analyst informing them of the changes.

32 Activity Log History Updated 1 Access the Activity Log History by going back to the PCD request page. 2 Scroll down until you see the Activity Log History Section A comment will be logged on the Activity Log History.

33 PCD Type Criteria for Reports 33

34 PCD Type Criteria for Reports PCD Status Reports PCD Report Supplier Management Report This functionality allows user to filter generated reports based on PCD Type: BAU, Refresh and All. The PCD Type criteria were added to the PCD Status Reports, PCD Report and Supplier Management Report reports. These are available to users with a normal role.

35 PCD Type Criteria for Reports PCD Status Reports Click the PCD Status Reports link. 2. Select PCD Type: All, BAU, Refresh 3. Specify date range. 4. Click Search button. Result can be exported to an excel file. 4

36 PCD Type Criteria for Reports PCD Report Click the Reports link. 2. Specify date range. 3. Select PCD Type: All, BAU and Refresh. Populate the other fields Requestor Name, Supplier Name and Commodity depending on your requirements for the report. 4. Click Search button. Result can be exported to an excel file.

37 PCD Type Criteria for Reports Supplier Management Report Click the Reports link. 2. Click Supplier Management Report link. 3. Select PCD Type: All BAU Refresh 4. Specify date range. 5. Click Generate button. Result can be exported to an excel file.

38 Troubleshooting What to do if there is a Script Time out? 38

39 Script Timeout for Firefox Browser To resolve script timeout issues in Firefox, follow these steps: 1) Make sure you have the latest version of the Java Runtime Engine install on you computer i.e., Windows 7 64-bit, etc. Go to: 2) Open Firefox browser and enter about:config in the address bar. 3) Click the I ll be careful, I promise! button. 2 3

40 Script Timeout for Firefox Browser To resolve script timeout issues in Firefox, follow these steps: 4) Enter script in the Search field and press enter key on your keyboard. 5) Double click the dom.max_script_run_time. 6) Enter 150 into the text field and click OK. 7) Close your browser, open a new browser and login to the WSP GUI to perform tasks

41 41 User Support Services and Help Desk

42 IBM GUI Help Portal 42 Site Link:

43 Help Desk Support Chat with a WSP representative for real time response/support. Report an issue and WSP will respond through . Leave your contact number and WSP will call you. 1. Click the Get Help tab on any page of the GUI located on the right margin of the page 2. Select preferred option for correspondence

44 44 Summary The 1Q 2015 GUI Enhancements include: PCD Request Creation Page IBM Validation PCD Details Modification PCD Type Criteria for Reports PCD Refresh PCD Transfer All Users please note: Deployment of the GUI Enhancements will begin at 8 pm EDT on Friday, March 20, 2015 users will not be able to access the GUI at this time until deployment is complete The system will be back up at 6 pm EDT on Sunday, March 22, 2015 Additional user training sessions are available on March 19 and 24, 2015

45 Contacts 45 WSP Leslie Mae De Leon Team Lead IBM Project Manila, Philippines +63 (917) IBM Mary Beth Fletcher Project Manager IBM WSP Project USA Teresa Visto Projects Team Lead Manila, Philippines +63 (917) Amy Couch Schultz, PMP Vice President/QA Officer Pennsylvania, USA +1 (412) Jeff Lagler Project Manager IBM WSP Project (Back-up) USA Jackie Adams CoE Senior Technical Staff Member and Chair USA Bryan Walz Practice Leader- Digital Colorado, USA +1 (720)

46 Questions 46

47 Thank you! 47