1 DEPARTMENT OF STATE Bureau of Oceans and International Environmental Scientific Affairs, Office of Ocean and Polar Affairs (OES/OA) Research Application Tracking System (RATS) User s Manual
2 , OFFICE OF OCEANS AND POLAR AFFAIRS (OES/OA) Table of Contents 1 PUBLIC FUNTIONALITY Search View Completed Cruises Introduction Steps Feedback to Coordinator Introduction Steps Request an Account Introduction Steps Login Introduction Steps Exceptions/Alternate Flows Reset Password Introduction Steps Exceptions/Alternate Flows logged IN USERS Logout Introduction Steps View Task List Introduction Steps Exceptions/Alternate Flows View Application List Last Updated: January 15, 2010 page 1
3 BUREAU OF OCEANS AND INTERNATIONAL ENVIRONMENTAL AND SCIENTIFIC AFFAIRS, OFFICE OF OCEANS AND POLAR AFFAIRS (OES/OA) Introduction Steps Exceptions/Alternate Flows View Application Detail Introduction Steps Update Application in Draft Mode Introduction Steps Exceptions/Alternate Flows Edit Application (Draft Complete) Introduction Steps Search All Files Introduction Steps Workflow Use Cases General Assign Application Introduction Steps View Action Log Introduction Steps Attachments Introduction Steps Automatic Notifications Last Updated: January 15, 2010 page 2
4 BUREAU OF OCEANS AND INTERNATIONAL ENVIRONMENTAL AND SCIENTIFIC AFFAIRS, OFFICE OF OCEANS AND POLAR AFFAIRS (OES/OA) Introduction Steps Exceptions/Alternate Flows Request Information Introduction Steps Workflow Use Cases U.S. EEZ Create Application (U.S. EEZ) Introduction Steps Exceptions/Alternate Flows Submit Application (U.S. EEZ) Introduction Steps Exceptions/Alternate Flows Application Authorization (US EEZ) Introduction Steps Exceptions/Alternate Flows Waive U.S. Authorization (U.S. EEZ) Introduction Steps Preliminary Report (US EEZ) Introduction Steps Exceptions/Alternate Flows Workflow Use Cases Foreign EEZ Last Updated: January 15, 2010 page 3
5 BUREAU OF OCEANS AND INTERNATIONAL ENVIRONMENTAL AND SCIENTIFIC AFFAIRS, OFFICE OF OCEANS AND POLAR AFFAIRS (OES/OA) 5.1 Create Application (Foreign EEZ) Introduction Steps Exceptions/Alternate Flows Submit Application (Foreign EEZ) Introduction Steps Exceptions/Alternate Flows Authorization (Foreign EEZ) Introduction Steps Exceptions/Alternate Flows Preliminary Report (Foreign EEZ) Introduction Steps Exceptions/Alternate Flows Final Report Deliverables (Foreign EEZ) Introduction Steps Exceptions/Alternate Flows Administration Workflows User Management Activate User Accounts Introduction Steps View User Accounts Introduction Steps Last Updated: January 15, 2010 page 4
6 BUREAU OF OCEANS AND INTERNATIONAL ENVIRONMENTAL AND SCIENTIFIC AFFAIRS, OFFICE OF OCEANS AND POLAR AFFAIRS (OES/OA) 6.3 Create New User Accounts Introduction Steps Exceptions/Alternate Flows Modify User Accounts Introduction Steps Administration Workflows Reference Tables Manage Coastal States Introduction Steps Manage Ports Introduction Steps Manage Sea Areas Introduction Steps Manage Platforms Introduction Steps Manage Embassies Introduction Steps Manage USG Agencies Introduction Steps Last Updated: January 15, 2010 page 5
7 1 PUBLIC FUNTIONALITY 1.1 Search View Completed Cruises Introduction Users can search the archives for information on applications whose end date has passed. Login is not required for this area of the site. Chapter 1 Name Description Role Assumptions Preconditions Post Conditions Exceptions or Alternate Flows Publicly available on the DOS internet website Steps 1 User clicks the Search link to access a list of all applications whose end dates have passed: Search 2 User may filter the available list based on the following criteria: Cruise Number, Chief Scientist, Platform Operator, Type of Research, Start Date/End Date, Platform Local, Platform Type, Platform Name, Coastal State, Sea Area Last Updated: January 15, 2010 page 1
8 Search results are identified by; Name, Cruise Number, Stat Date, End Date 3 Click on the name of a specific application directs the user to summary information for the selected application. (Full application data is not available.) Information is displayed in the following categories: Attachments, Application, Preliminary Cruise Report and Post-application Obligations (description and delivery date only) Last Updated: January 15, 2010 page 2
9 1.2 Feedback to Coordinator Introduction Users can complete an online form to send comments/questions to the Coordinator. Name Description Role All Users Assumptions Preconditions Post Conditions Exceptions or Alternate Flows Steps 1 At any point in the system the user can select the Feedback link: Feedback 2 System displays a form requesting the following information: First Name, Last Name, Organization, , Phone, comments. Complete form and click submit Last Updated: January 15, 2010 page 3
10 Note: The system sends the Coordinator an with your feedback. 1.3 Request an Account Introduction Chief Scientists and Submitting Officers who are not already registered may request an account. Name Description Role Publicly Available, intended only for Chief Scientists and Submitting Officers. Assumptions An account does not already exist for the person submitting the request Preconditions Post Conditions The system creates an account Active status not set. The new account appears in the list on the Manage User Accounts page in the Administration section of the site. Exceptions or Alternate Flows If a username already exists matching the requested username, the system prompts the user to contact the Coordinator using the system feedback form (see 1.2 Feedback) Steps 1 User clicks the Request an Account link from the OES website. Request link Last Updated: January 15, 2010 page 4
11 2 User provides required information Required information includes: Title (Mr., Ms., Dr.), First Name, Last Name, Nationality, Affiliation/Organization, Address, Apt/Suite, City, Country, ZIP Code, , Telephone, Fax, Account Type, Chief Scientist, Submitting Officer, Foreign Embassy Officer, Password, Confirm Password, Comments User Data 3 The system confirms will notify the user if data is not formatted correctly. 4 The system confirms that the requested username does not already exist in the system. 5 The system saves the user request information and returns a confirmation to the user that the account has been submitted and awaiting approval. 6 The system adds the new account, with inactive status, to the account list on the User Account Management page. 1.4 Login Introduction Users may login to the system. Name Description Role Users with active accounts. Assumptions Preconditions User must have an active RATS account. Last Updated: January 15, 2010 page 5
12 Post Conditions User is logged into RATS with the appropriate access privileges. Exceptions or Alternate Flows See Below Steps 1 The user navigates to the RATS homepage. Click Log In 2 The user enters the following information in the boxes provided: Username ( ), Password and if correct the Task page appears. The user will receive an error if the Username/Password is incorrect Exceptions/Alternate Flows Step 4. When the system verifies the user s login information, an error message will appear if: a. The user does not have an active RATS account OR b. The user has entered an invalid Username ( ) or Password. Step 5. The system will then clear the login boxes and prompt the user to enter valid login information. Last Updated: January 15, 2010 page 6
13 1.5 Reset Password Introduction Users may request that the system reset their passwords. Name Description Role Users with active accounts. Assumptions Preconditions User must have an active RATS account. Post Conditions User s password has been reset to a secure, temporary value. Exceptions or Alternate Flows See Below Steps 1 The user navigates to the RATS homepage and clicks Forgot Your Password? Click Forgot Password 2 The system displays the Forgot Password page. Enter your current Username ( ) and then click Submit Last Updated: January 15, 2010 page 7
14 3 The system will verify that the Username ( ) entered exists and then the system will create a temporary password and it to the address on file. 4 The system displays a message informing the user that their password has been reset and a new password has been ed to them. 5 The user selects Return Home to return to the RATS homepage Exceptions/Alternate Flows Step 5. When the system verifies the user s Username ( ), an error message will appear if the user does not have an active RATS account. Step 6. The system will then clear the Username ( ) box and prompt the user to enter valid login information. Last Updated: January 15, 2010 page 8
15 2 LOGGED IN USERS 2.1 Logout Introduction Users may logout of the system. Chapter 2 Name Description Role Users with active accounts. Assumptions Preconditions Post Conditions Exceptions or Alternate Flows User must have an active RATS account. User must be logged into the system User is logged out of the system. User is on the RATS homepage Steps 1 While on any screen the user selects the Logout link. Click Logout 2 The user is logged out and the system displays the RATS homepage with login prompt. Last Updated: January 15, 2010 page 9
16 2.2 View Task List Introduction Users may view and print a list of all new tasks they have been assigned by the system. As the user completes each task, the system will remove it from the task list and record the task in the Action Log. Name Description Role All Users Assumptions Preconditions The system must have assigned at least one task to the user. Post Conditions Exceptions or Alternate Flows See Below Steps 1 The user selects tasks from the menu. Tasks currently assigned to the user including the following information: Task Name, Application Number, Application Name, Date Assigned, Assigned By, Due Date Note: Once the user completes a task the system will remove the task from the user s task list and record the action in the action log. 2 When there are no tasks in the task list, system displays No Outstanding tasks. Last Updated: January 15, 2010 page 10
17 2.2.3 Exceptions/Alternate Flows Task assignments are based on the user s role as follows: Foreign EEZ only U.S. EEZ only a) Coordinator receives the following tasks: Validate User Assign Application to Clerk b) Clerk will receive the following tasks: Submit to Embassies Submit to Agencies Validate Authorization Validate Preliminary Report Validate Final Report Provide Information Revise Application c) Chief Scientists will receive the following tasks: Submit Preliminary Report Submit Final Report Provide Information d) Submitting Officers will receive the following tasks: Submit Application Validate Preliminary Report Validate Final Report Provide Information e) Foreign Embassy Officers will receive the following tasks: Submit Application Submit Preliminary Report Submit Final Report Provide Information f) US Embassy Science Officers will receive the following tasks: Submit Application to MFA Post MFA Authorization for [Coastal State] Submit Preliminary Report to MFA Submit Final Report to MFA Submit Revisions to MFA Provide Information Last Updated: January 15, 2010 page 11
18 g) USG Agencies Submit Authorization 2.3 View Application List Introduction Users may view a list of applications and detailed information about each application. Name Role Foreign EEZ only U.S. EEZ only Assumptions Description Chief Scientists Submitting Officers Science Officers Foreign Embassy Officers USG Agency Designees Coordinators Clerks Preconditions The applicant must be logged into the system with the appropriate security role. Post Conditions Exceptions or Alternate Flows See Below Steps 1 When the user first logs into the system, the Tasks page appears containing a list of specific tasks based on the user s role (see exceptions/alternate flows). Alternatively, the user can select the Applications link from anywhere in the system in order to access the Manage Applications page. Last Updated: January 15, 2010 page 12
19 2 The Manage Applications table includes the following fields: Application Number/Cruise No. Project/Cruise Name Platform Name Chief Scientist Submitted to DS Dates (start month-year to end month-year) Status 1 - Draft 2 - Pending Assignment (to Clerk) 3 - Pending Authorization 4a - Reporting 4b - Authorization Waived 4c - Cancelled 4d - Denied (by all coastal states) 5 - Completed 3 The user can sort the list by clicking column headings, with the exception of the Clearance Countries column. 4 The user can click any application s Number to view the details for the selected application (See 2.4 View Application Detail) (Extends to 1.1 Search/View Completed Cruises (Archives)) Exceptions/Alternate Flows Chief Scientists can view applications to which they are assigned. Submitting Officers can view applications for their own platforms. Foreign Embassy Officers can view applications submitted by their own Embassy (country). Coordinator can view all applications. Clerks can view all applications. Science Officers (U.S. Embassies) can view applications that have requested authorization from their post/region. USG Agency Designees can view all applications. 2.4 View Application Detail Name Role Foreign EEZ only Description Chief Scientists Submitting Officers Science Officers Foreign Embassy Officers Last Updated: January 15, 2010 page 13
20 U.S. EEZ only USG Agency Designees Coordinators Clerks Assumptions Preconditions Post Conditions User has logged into the system with appropriate access privileges. The user is viewing the Application List (see 2.3 View Application List). Exceptions or Alternate Flows Introduction Users may view and print (in UN Standard Form A format) all information related to an application Steps 1 The user clicks the Cruise Number of the desired Application. Cruise No. 2 Using the tabs provided, the user may view all details of the application, including: (See Figure below) a) Attachments b) Coastal States (including status of authorizations) c) Reports (i.e., Preliminary Report, Final Report, other documentation associated with the application) d) Action Log (extends to use case 3.2 View Action Log) e) Entire application (select Print Friendly Version link) Last Updated: January 15, 2010 page 14
21 NOTE: When you select the Print Friendly Version a print window will appear. 3 The user with the appropriate privileges - can perform the following actions: a) Return to Application List b) Request additional information (extends to use case 3.5 Request Information). c) Update application information (extends to use case 2.5 Update Application). 2.5 Update Application in Draft Mode Introduction Users with appropriate privileges may update (edit or cancel) an existing application and associated information. Name Role Foreign EEZ only U.S. EEZ only Assumptions Preconditions Description Chief Scientists Submitting Officers Science Officers Foreign Embassy Officers USG Agency Designees Coordinators Clerks The user has logged into the system with appropriate access privileges. The application needing modification already exists. The user is on the Application Detail page (see 2.4 View Application Detail) Last Updated: January 15, 2010 page 15
22 The Application is in draft mode Post Conditions The Application has been updated, the change is recorded in the action log and the status is adjusted as necessary. Exceptions or Alternate Flows Steps 1 The user clicks the Cruise No they would like update. Cruise No. 2 The user completes all required form information to make necessary changes to the application and clicks the Save & Continue button. Last Updated: January 15, 2010 page 16
23 Save & Continue 3 The system will alert the applicant of any incomplete information. 4 Upon completion of the Application Detail form, the system will save updated information. a) If application status is Pending Authorization, User is prompted to fill out an action log, providing description of why the application is revised, and sends update notification to Science Officers /USG Agency Designees Exceptions/Alternate Flows Cancel Application: 1 The user clicks the Update button. 2 The user clicks the Cancel Application button. 3 The system requests the user to confirm request to cancel (y/n to proceed). 4 User is prompted to fill out an action log, providing description of why the application is cancelled. 5 If application status is Pending Authorization, system changes application status to Cancelled and sends cancellation notification to Science Officers /USG Agency Designees. Cancel Coastal State: 1 The user clicks the Update button. 2 The user clicks the Cancel Coastal State button. 3 The user selects which of the coastal state(s) authorization is/are no longer necessary. Last Updated: January 15, 2010 page 17
24 4 The system requests the user to confirm request to cancel (y/n to proceed). 5 User is prompted to fill out an action log, providing description of why the coastal state is cancelled. 6 If application status is Pending Authorization, system sends cancellation notification to the appropriate Science Officer(s). Chief Scientists can update only the applications that have not been submitted to the Coordinator. If an application has already been submitted to the Coordinator, the Chief Scientist can contact the Coordinator (or Clerk) outside the system. Submitting Officers can update only the applications that have not been submitted to the Coordinator. If an application has already been submitted to the Coordinator, the Submitting Officers can contact the Coordinator (or Clerk) outside the system. Foreign Embassy Officers can update only the applications that have not been submitted to the Coordinator. If an application has already been submitted to the Coordinator, the Foreign Embassy Officers can contact the Coordinator (or Clerk) outside the system. Coordinator can update applications that are not in Completed status. Clerk can update applications that they are assigned to and are not in Completed status. Science Officers (U.S. Embassies) and USG Agency Designees cannot update applications. 2.6 Edit Application (Draft Complete) Introduction Users with appropriate privileges the user may update edit an existing application and associated information after the draft has been completed. Name Role Foreign EEZ only U.S. EEZ only Assumptions Preconditions Description Chief Scientists Submitting Officers Science Officers Foreign Embassy Officers USG Agency Designees Coordinators Clerks The user has logged into the system with appropriate access privileges. The application needing modification already exists. The user is on the Application Detail page (see 2.4 View Application Detail) The Application is in draft mode Last Updated: January 15, 2010 page 18
25 Post Conditions The Application has been updated, the change is recorded in the action log and the status is adjusted as necessary. Exceptions or Alternate Flows Steps 1 The user clicks the Cruise No they would like update. Cruise No. 2 The user clicks the Edit Application Link. Edit Application NOTE: Users can only edit applications they are submitting or approving while in the draft complete mode. Once an application is completed it cannot be edited or cancelled. Last Updated: January 15, 2010 page 19
26 3 The user will be able to make edits on any of the application tabs. Once the edits have been completed the user selects the Save & Continue link at the bottom of the page. 4 Once all changes have been made the user will need to go to the last tab Attachments to save all changes. Once the users clicks the save link they will be redirected to the Manage Applications screen. 2.7 Search All Files Introduction Users can search the archives for information on all applications entered into the system. Users can view and print the following reports on click of query button: Overdue preliminary and post-cruise reports by Coastal State Overdue authorizations by Coastal State Requests to US EEZ by nationality of scientist, submitting officer or flag of platform Pending authorizations (< one month till start date) by Coastal State Name Role Assumptions Preconditions Description USG Agencies Science Officers Coordinator Clerks The User needs to access the RATs site. Post Conditions Exceptions or Alternate Flows Steps 1 User clicks the Search link to query all applications in the system. Search Last Updated: January 15, 2010 page 20
27 2 User may filter the available list based one or more of the following criteria: a. Cruise Number b. Chief Scientist c. Submitting Officer d. Type of Research e. Start Date between month-year f. End Date between month-year g. Platform Type h. Platform Name i. Coastal State j. Sea Area 3 System displays the total number of results for the selected criteria. Cruise Name Search Results Display: a. Cruise Name b. Cruise Number c. Start Date d. End Date Last Updated: January 15, 2010 page 21
28 4 Clicking on the name of a specific application directs the user to summary information for the selected application. (Full application data is not available.) Last Updated: January 15, 2010 page 22
29 3 WORKFLOW USE CASES GENERAL 3.1 Assign Application Introduction The Coordinator identifies the Clerk for processing each application. Chapter 3 Name Role Assumptions Description Coordinator Clerk Preconditions Post Conditions Exceptions or Alternate Flows A new Application has been submitted to DoS (see 3.2 Submit Application (U.S. EEZ) and 4.2 Submit Application (Foreign EEZ)). The selected application is assigned to a specific Clerk for processing. The Clerk receives a task to process the new Application. Clerk may generate U.S. or foreign EEZ application in which case the coordinator does not assign the clerk. Process flow begins with Create Application Steps 1 The system sends the Coordinator a task to assign a new Application to a clerk. Last Updated: January 15, 2010 page 23
30 2 The Coordinator views the Task List and clicks the task s Name. Click Task Name 3 The Coordinator selects the desired clerk and clicks Assign. Click Assign Select Clerk Note: The system will return the Coordinator to the Task List. 4 The system sends the Clerk a task to process the new application. Last Updated: January 15, 2010 page 24
31 5 The system changes application status from Pending Assignment to Pending Authorization Pending Authorization 3.2 View Action Log Introduction Users with appropriate access privileges may view and print a log of all actions taken on a specific application. Optionally, each action may have a comment/explanation provide by the user who performed the action. Name Role Foreign EEZ only U.S. EEZ only Assumptions Description Chief Scientists Submitting Officers Foreign Embassy Officers US Embassies USG Agencies Coordinators Clerks Preconditions Post Conditions Exceptions or Alternate Flows User has logged into the system with appropriate access privileges. Last Updated: January 15, 2010 page 25
32 3.2.2 Steps 1 User locates the application they would like to view (see 2.4 View Applications List and 2.5 View Application Detail) and selects the Action Log link. 2 System displays all actions taken for the selected application as well as the date performed, explanation, and the user who performed those actions. User can print the full list of actions. 3 The actions recorded by the system include: a) Application Created b) Application Submitted to DOS c) Application Submitted to US Embassy(s) - d) Application Submitted to USG Agencies - e) Application Submitted to MFA X - f) Application Authorized/Denied by Country X g) Application Revised h) Preliminary Report Submitted to DOS i) Preliminary Report Submitted to MFA(s) - j) Final Report Submitted to DOS k) Final Report Submitted to MFA(s) - l) Pending Authorization Reminder Sent - m) Overdue Preliminary Report Reminder Sent - n) Overdue Final Report Reminder Sent - o) Additional Information Requested p) Additional Information Added Last Updated: January 15, 2010 page 26
33 3.3 Attachments Introduction Users may upload specific documentation related to an application including authorizations, application chartlets and other required documents. Name Role Foreign EEZ only U.S. EEZ only Assumptions Description Chief Scientists Submitting Officers Foreign Embassy Officers Coordinators Clerks Foreign Embassy Officers US Embassy Officers Preconditions Post Conditions This function is capable only during the application draft stage Documents are attached to the existing application. Exceptions or Alternate Flows Steps 1 User accesses the application detail view of their application and selects clicks the attachments tab. 2 User may select the Add Attachments button to add a new attachment. Add Attachments NOTE: If you do not see that attachment you will need to refresh the screen. Last Updated: January 15, 2010 page 27
34 3 User completes the form providing the following required information: File Name (browse for file) Description 4 The system uploads the selected file and records the file information as well as the date added/updated and the user s name. Note: Every application must be submitted with a chart showing the track/path of the ship while in the waters of the coastal state(s). Some countries also require the CV of the chief scientist and other supporting documentation. Cruise track upload should be a required field/attachment. 3.4 Automatic Notifications Introduction Users will automatically receive notifications of specific tasks and actions Name Role Description All Users Assumptions Preconditions Post Conditions Recipients must have an active user account in the system. Recipients must be associated with an application in progress Exceptions or Alternate Flows See Below Steps 1 User will receive notifications via . 2 Tasks associated with a notification can be viewed in the recipient s Task List (see 2.2 View Task List). 3 Notifications received are based the recipient s role in the system (see Exceptions/Alternate Flows). Last Updated: January 15, 2010 page 28
35 3.4.3 Exceptions/Alternate Flows Chief Scientists will receive notifications for the following: Preliminary Report is Overdue (monthly) Final Report is Overdue (monthly) Submitting Officers will receive notifications for the following: Request for Information (weekly) Science Officer/US Embassy will receive notifications for the following: Request for Information (weekly) Coordinator will receive notifications for the following: NONE Clerk will receive notifications for the following: NONE 3.5 Request Information Introduction Users may request more information be provided for a specific application. These requests are posted in the application action log as well as in the Task List for the user(s) responsible for responding to the request. Name Role Assumptions Description Chief Scientists Submitting Officers Foreign Embassy Officers US Embassy Officers USG Agencies Coordinators Preconditions User has logged into the system with appropriate access privileges and is viewing an application Post Conditions Request is attached to the selected application via the action log and a task is assigned to the appropriate individual. Last Updated: January 15, 2010 page 29
36 Exceptions or Alternate Flows Steps 1 User clicks the request materials button on the application detail view. Request Information 2 The user completes the required form information to request information. Required Information includes: Subject of Request Request Explanation Responsible Party Date Required/Deadline (optional) 3 The system will send notification to the Submitting Officer and Chief Scientist(s) that information is required as well as add a task to their task list and capture the request in the action log. Last Updated: January 15, 2010 page 30
37 4 WORKFLOW USE CASES U.S. EEZ 4.1 Create Application (U.S. EEZ) Introduction Foreign Embassy Officers and Clerks can create an application for applications into U.S. Economic Exclusion Zones (EEZs). Chapter 4 Name Role Assumptions Description Foreign Embassy Officer Clerk Preconditions Post Conditions Exceptions or Alternate Flows The user must be logged into the system as a Clerk or a Foreign Embassy Officer. A new application has been created with a status of Draft or Pending Assignment (if Marked Complete ) A task has been sent to the Foreign Embassy Officer to submit the application to DoS (see 3.2 Submit Application (U.S. EEZ)). See Below Steps 1 The user selects Create New Application on the Manage Applications page. Create New Application Last Updated: January 15, 2010 page 31
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...
CONTRACT MANAGEMENT SYSTEM USER S GUIDE VERSION 2.7 (REVISED JULY 2012) VERSION 2.6 (REVISED APRIL 2012)... I INTRODUCTION... 5 Helpful Hints... 5 Pop-Up Blockers... 5 Users... 6 CPUC Staff Administrator...
UCB erequest - CONTENTS 1 INTRODUCTION... 3 2 HOW TO REGISTER AND LOG-IN... 3 2.1 REGISTER TO RECEIVE AN EXTERNAL REQUESTOR USER ID AND PASSWORD... 3 2.2 LOGIN WITH USER ID AND PASSWORD... 5 3 HOW TO SUBMIT
REPORTING CENTRAL EXTERNAL USER GUIDE FEDERAL RESERVE SYSTEM February 2016 Version 3.1 Table of Contents I. Overview.... Page 3 II. Accessing and Logging Into Reporting Central..... Pages 4-5 III. Reporting
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
Updated 08/2015 Wire Transfer User Guide Wire Transfers The Wire section provides you with the ability to create one-time wires or set up template-based wires for ongoing use. Wiring Funds The tasks you
Online Application This instruction guide is for currently certified firms seeking renewal and firms applying for the first time. The information presented is drawn from example scenarios and may not exactly
Mobile Device Access Simple Application Guide Users can add/manage requests, retrieve passwords, and review password releases/sessions via their mobile device. This manual should be used to help you navigate
This FAQ contains: Web File Services definition Access web file services Create a WFS folder Upload a document Email a link to a document folder Create WFS subscription Cancel existing subscription Create
Application Submission System & Interface for Submission Tracking (ASSIST) User Guide System Version 2.14.1 Document Version 6.2.0 August 5, 2015 CONTACT US Document Comments: We value your feedback on
How to Login After navigating to the SelecTrucks ATTS Call Tracking & Support Site: www.selectrucksatts.com Select Corporate Link to login for Corporate owned Centers/Locations. Username: Your Email Address
ProperSync 1.3 User Manual Rev 1.2 Contents Overview of ProperSync... 3 What is ProperSync... 3 What s new in ProperSync 1.3... 3 Getting Started... 4 Installing ProperSync... 4 Activating ProperSync...
User Guide Chapter 15 Forms Engine 1 P a g e Table of Contents Introduction... 3 Form Building Basics... 4 1) About Form Templates... 4 2) About Form Instances... 4 Key Information... 4 Accessing the Form
Secure Messaging Quick Reference Guide Overview The SHARE Secure Messaging feature allows a SHARE registered user to securely send health information to another SHARE registered user. The Secure Messaging
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...
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
Customer Management Services (CMS) Customer User Manual Version 1.2 April 2009 Page 1 of 23 Table of Contents 1 AN INTRODUCTION TO CMS... 3 2 GETTING STARTED WITH CMS... 4 ONLINE HELP... 4 ACCESSING CMS...
NYS OCFS CMS Contractor Manual C O N T E N T S CHAPTER 1... 1-1 Chapter 1: Introduction to the Contract Management System... 1-2 CHAPTER 2... 2-1 Accessing the Contract Management System... 2-2 Shortcuts
Webmail Instruction Guide This document is setup to guide your through the use of the many features of our Webmail system. You may either visit www.safeaccess.com or webmail.safeaccess.com to login with
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,
Delaware Insurance Plan Web Application User s Guide Issued November 2012 Page 2 TABLE OF CONTENTS I. INTRODUCTION II. GETTING STARTED A. First Time User B. Forgot Password or User ID C. Welcome Screen
Using Webmail Technical Manual: User Guide The Webmail Window To save an attachment: 1. Click once on the attachment name. Or, if there are multiple attachments, click the Save icon to save all attachments
ithenticate User Manual Version: 2.0.2 Updated March 16, 2012 Contents Introduction 4 New Users 4 Logging In 4 Resetting Your Password 5 Changing Your Password or Username 6 The ithenticate Account Homepage
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
USER MANUAL FOR INTERNET BANKING (IB) SERVICE Content: Introduction and General questions. Accessing and using Internet Banking. 1. Log In, Log Out and Printing screen/transaction information 2. Inquiries
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
ithenticate User Manual Updated November 20, 2009 Contents Introduction 4 New Users 4 Logging In 4 Resetting Your Password 5 Changing Your Password or Username 6 The ithenticate Account Homepage 7 Main
OVERVIEW This User Guide describes how Suppliers participates in Request for Quotation (RFQ) events. HOW TO USE THIS USER GUIDE If familiar with the isupplier Portal Functionalities and the Oxy processes,
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...
State of Florida eportal Law Firm Administrator Documentation Prepared by: Florida Association of Court Clerks 6/6/2011 Table of Contents State of Florida eportal... 1 Introduction... 3 Logging in to the
Council of Ontario Universities COFO Online Reporting System User Manual Updated September 2014 Page 1 Updated September 2014 Page 2 Table of Contents 1. Security... 5 Security Roles Defined in the Application...
Feedback Logout User: Elizabeth Brenner Role: Platform Operator My Profile Reporting Foreign EEZ: CAREER: A functional genomic understanding of microbial s Application Attachments Authorizations Action
PaymentNet Cardholder Quick Reference Card Corporate Card ffwelcome to PaymentNet The Welcome screen displays each time you log on to PaymentNet; it serves as your starting point or home screen. PaymentNet
BHW Program Portal for Site Points of Contact User Guide Last Revised: June 6, 2015 1 Contents Part 1: Purpose of the BHW Program Portal for Site Points of Contact... 5 What is a Site Point of Contact?...
ProvisionPoint Delegate Admin Thursday, March 24, 2011 Contents ProvisionPoint Overview... 3 ProvisionPoint Login... 3 Invite New Users... 4 View New User Requests... 5 Quick Approve/Approve New User Requests...
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
Grants Management Division Manual Grants Online Overview and System Navigation Prepared by BearingPoint, Inc. May 5, 2006 Table of Contents Table of Contents TABLE OF CONTENTS...I DOCUMENT CONVENTIONS...I
Hatco Lead Management System User Guide General Notes: The Hatco Lead Management System (HLMS) is designed to work with modern web browsers, such as Internet Explorer 9 or newer, Firefox, Chrome & Safari.
End User s Guide Electronic Filing Rev: August 2014 This end user s guide has been skillfully created by smartech.net through meetings with the Clerk of the Circuit Court of Cook County and Online Information
Online Grant Management System (OGMS) User Manual For Organizations TABLE OF CONTENTS PURPOSE... 3 ACCESSING OGMS... 3 MENU TABS (AREAS)... 4 LOGIN... 4 EMAILS FROM OGMS... 5 ONLINE APPS HOME PAGE... 5
efiletexas.gov Court Administrator User Guide EFS-TX-200-3191 v.4 February 2014 Copyright and Confidentiality Copyright 2014 Tyler Technologies, Inc. All rights reserved. All documentation, source programs,
LEA Monitoring User Guide v. 3.0 September 2012 Contents Contents... 2 Introduction... 4 Acknowledgements... 4 Questions... 4 What is DMI Tracker?... 5 Monitoring... 5 End User System Guidelines... 5 Accessing
The LifeVest Network Patient Data Management System Quick Start Guide Information for Healthcare Professionals Monitor and prioritize your patient s needs anywhere, anytime. The LifeVest Network is ZOLL
Surplus Lines Online User Guide Missouri Department of Insurance, Financial Institutions and Professional Registration Contents Summary... 1 Site Address... 1 Account Management... 2 Account Registration...
efiletexas.gov Review Queue User Guide EFS-TF-200-3194 v.4 February 2014 Copyright and Confidentiality Copyright 2014 Tyler Technologies, Inc. All rights reserved. All documentation, source programs, object
Student Reference Guide to Log-in Logging into the system I. Type your username and password in the Username and Password fields and click Go. Sign In Page Forgot my password I. If you forget your password
Table of Contents Alerts and Notifications... 4 Add an email Notification...4 Cancel an email Notification...5 Automatic Payments... 6 Add a Standard Automatic Payment Rule...6 Add an Automatic Payment
ACT State Testing Online Services Tutorial Back-up Test Supervisor Version Released July, 2009 2009 by ACT, Inc., All rights reserved. Back-up Test Supervisor Online Profile Form Introduction The Back-up
Table of Contents I. Approver Setup Process... 3 II. Client Login and Password Functions... 4 III. Setup Email Notification and Alternates... 6 IV. Email Notification for Approval... 9 V. Viewing/Approving
i Contents Quick Overview: How to Submit Documents to FM Processing... iii How to Log in to the Document Management System (DMS)... iv How to Search for a Folder... iv How to Add Documents to a Folder...
ClicktoFax Service Usage Manual 1. Log in to Fax Service 2. Configure your account 3. Send a fax 4. Receive a fax/search for Faxes/View Faxes 5. Logout 6. Additional Support 1. Log into fax service: a.
Edith Cowan University Research Management System Viewing and Recording Data A guide for Research Support Edith Cowan University June 2015 V3 Contents Introduction... 3 RMS grants administration summary...
Health Indicators Advancing Healthy Aging in Your Community Database Instructions for Managers Getting to the Database Website You can access the Health Indicators online database in two different ways.
CORE K-Nect Web Portal Training October 2015 KIOSK Information Systems www.kiosk.com October 2015 Table of Contents Table of Contents 1 Getting Started 2 Logging In 2 Your Account Settings 3 My Profile
National Levee Database (NLD) Data Management Tool (DMT) Levee Data Manager User Manual 1.2 Prepared for (USACE) Cold Regions Research and Engineering Laboratory (CRREL) October 26, 2012 Document Change
DI SHAREPOINT PORTAL User Guide -1- TABLE OF CONTENTS PREFACE... 3 SECTION 1: DI PORTAL ACCESS... 4 REQUEST USER ACCESS... 4 To register... 4 SIGNING IN TO THE PORTAL... 8 To sign in to the DI Portal...
Grants Management Online Information System (GMIS Online) http://grants.dcjs.virginia.gov/index.cfm Web-based access to the Grants Application and Report Processing System. Department Of Criminal Justice
GRS Advantage Website User Reference Guide This document describes how to use the GRS Advantage Website. Table of Contents GRS Advantage Website... 2 Accessing the Website... 2 Requesting Access to the
Business Mobile Banking Union Bank & Trust Business Mobile Application User Guide Contents Overview... 2 Security... 2 Requirements... 3 Downloading the App... 3 Logging In... 4 One-time Passcode Entry...
Customer Portal User Guide COPYRIGHT NOTICE ViaWest Customer Portal User Guide is published and copyrighted 2012 by ViaWest Inc. All rights reserved. No part of this manual may be reproduced in any form,
User Manual for Contractor Performance Assessment Reporting System (CPARS) February 2010 Current Version 3.3.0 HTTPS://WWW.CPARS.CSD.DISA.MIL Foreword The purpose of this manual is to provide working-level
The SGS Online Admissions Application: A Guide for Graduate Administrators v.2.2 October 2012 P a g e 2 Table of Contents 1. Introduction and Login... 4 2. Home Page, Menus and Navigation... 6 3. Program
NCAA Single-Source Sign-On System Table of Contents General Description... 1 Glossary of Terms... 1 Common Features Log In... 2 Password... 3 Log Out... 4 Tabs... 4 Buttons and Links... 4 Management and
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
Webmail User Manual Table of Contents Chapter 1 INTRODUCTION TO MAILENABLE SOFTWARE... 3 MailEnable Webmail Introduction MailEnable Requirements and Getting Started Chapter 2 MAILENABLE KEY FEATURES OVERVIEW...
November 2014 Banner Travel and Expense Module Traveler User Guide Oregon State University Business Affairs FA&A Table of Contents Banner Travel and Expense Module Overview... 2 Accessing Travel and Expense
CDMRP ereceipt System User Guide Congressionally Directed Medical Research Programs (CDMRP) Last Updated: January 2011 Table of Contents Overview... 3 Purpose... 3 Help Desk Contact Information... 3 System
e e@syfile Employer User Guide e@syfile Employer User Guide e@syfile Employer User Guide e@syfile Employer User Guide 2012 e@syfi e@syfile TM Employer USER GUIDE MAY 2012 I r User Guide e@syfile Employer
Federal Program Office (FPO) User Manual System Navigation NOAA Grants Online Program Management Office August 2015 Table of Contents Overview... 5 Accessing Grants Online... 5 Grants Online Navigation
Creating an IEP in TIENET How to log in Go to www.ri.net/middletown Click on the TIENET button to access the log-in page TIENET can also be accessed by going directly to http://www.tienet.ws/ Click Here
LAMBERT-ST. LOUIS INTERNATIONAL AIRPORT Business Diversity Development Compliance Reporting System Vendor User Manual Contents Compliance Reporting System Vendor User Manual Introduction... 2 Getting Started...
Chapter 20: Workflow 1 P a g e Table of Contents 1. About Workflow... 5 2. About this Guide... 5 3. Vital Information... 5 4. Security... 5 5. Activity... 5 6. Accessing Workflow... 6 7. Adding a Workflow...
Grants Management System (GMS) and Reports Training Grant Adjustments Semi-Annual Progress Reports Quarterly Financial Reports Payment Requests (GPRS) Sub-award Reporting (FSRS) GMS Roles Primary Point
1 CoverMyMeds User s Guide User s Guide 2 CoverMyMeds User s Guide TABLE OF CONTENTS Overview 3 Starting a Request 3 Using a Key 4 Completing the Request 5 Address Books 5 Required and Important Tags 5
NATIONAL CREDIT UNION ADMINISTRATION CREDIT UNION ONLINE: CREDIT UNION PROFILE AND 5300 CALL REPORT INSTRUCTION GUIDE For Natural Person Credit Unions NCUA 10200 (REV 4) Table of Contents A. Introduction...
dotgrants Annual Liquid Fuels Report Reference Manual For assistance with completing the forms, call your District Municipal Services Rep. For assistance with dotgrants, please call (717) 783-2446 Annual
SharePoint Project Management Tools 1 P age W elcome to Tyler Implementation! Over the years, Tyler has continuously revisited and refined its Implementation processes in order to benefit from years of
P-00358D Wisconsin Medicaid Electronic Health Record Incentive Program for Eligible Hospitals User Guide i Table of Contents 1 Introduction... 1 2 Before You Begin... 2 2.1 Register with Centers for Medicare
U. S. Department of Defense Defense Security Service Industrial Security Program DSS Electronic Facility Clearance System (e-fcl) Submission Site User Guide June 2013 Version 7.2 1 e-fcl Submission Site
CSSEA Helpdesk User Guide Contents I. Creating tickets... 3 1. Creating a New Ticket via Email... 3 a. Email format... 3 b. New ticket reply... 3 2. Creating a New ticket via the Website... 4 a. Browse