CMS/ Custom Maintenance Software. Operating Manual

Save this PDF as:

Size: px
Start display at page:

Download "CMS/ Custom Maintenance Software. Operating Manual"

Transcription

1 CMS/ Custom Maintenance Software Operating Manual

2 2 TABLE OF CONTENTS Logging on and Startup... Pg. 3 My CMS Pg. 3 Work Orders Creating Work Orders.. Pg. 5 Assigning Work Orders... Pg. 6 Assigning More than 1 Work Order. Pg. 7 Quick Search (Work Order and Asset)... Pg. 8 Search Pg. 9 -Export Data..... Pg. 10 -Create New View..... Pg. 10 Closing Work Orders Pg Add Labor Charges... Pg Add Material Charges... Pg. 13 -Add Assets. Pg. 13 -Link Existing Work Orders Pg. 13 -Create Child Work Orders Pg. 13 Advanced Search Pg. 13 Work Order Configuration.. Pg Configure Online Request.. Pg Priority, Status, Categories, Locations, Cost Centers... Pg Responses Pg Configure User-Defined Fields.. Pg. 18 -Field Configuration... Pg How to add an attachment.. Pg. 21 How to view Work order history change log. Pg. 21 Assets Creating New Assets Pg. 22 Search Pg Asset Configuration. Pg. 23 -Categories. Pg. 23 -Status. Pg. 23 -Locations Pg. 24 -User-Defined Fields. Pg Risk Manager Pg. 26 How to add Risk # to an Asset.. Pg. 27 Procedures Creating. Pg. 28 Search Pg. 29 Add Procedure Readings Pg. 30 Add Procedure Schedule Pg Add Procedure to an Asset. Pg. 33 Users Create a new User Pg. 34 User Search.. Pg. 35 Reset User Password.. Pg. 35 User Configuration Pg. 35 Reports Search... Pg. 36 Admin Password Change.. Pg. 37 Creating a Survey. Pg. 38 Materials Creating. Pg. 39 Search Pg. 39 Issue. Pg. 40 Attachments Attachments for Work orders, Assets, Users and Materials.. Pg. 40 Web Request Screen. Pg. 41

3 3 To Log In: This is the log In screen: Type in your User Name and Password to Log into CMS. If you forgot your password, click. This will prompt you to enter your user name and send an with the new temporary password. Once you are logged in, the main screen MyCMS page is shown. It shows all Pending Work Orders (Scheduled and Unscheduled), My Work Orders, Work Orders By Assignment, and Work Orders more than days old. Under Work Orders By Assignment, there is an arrow next to each Assignment to select. This will bring a drop down of all the work orders for that particular assignment. More than one can be opened at a time. To close it, simply click on the arrow now pointing down.

4 4 Any of those work orders from the drop down may be opened from here. Click the pencil order number. next to the work Note: Any list can be sorted by clicking the headers. This can be done on MyCMS or any search areas in CMS.

5 5 How to Create a Work Order 1. First Click on Work Orders Link. It will show Create and Search 2. Click on Create. The following screen is shown. 3. Fill in as many fields as possible for easy tracking of Work Orders. Note: see side notes for explanation on fields. 4. Click Save Changes at the bottom to save the information. Description: This would be an explanation of what the work order is. Fill in the Requestor Name, Phone and . The should be in complete format. Requestor Comments: This should reflect the Description. Cost Center: Choose the Department or Area to charge. Status: When creating a work order, choose Pending or Active Priority: Choose correct level of Priority for the work order. Category: Preventive Maintenance, Regular Work Request, etc. Trade: Choose the specific Skill needed to complete the work order for example: Plumber, Electrician, General Maint Location: Select a building, then floor and room if applicable Location Free Txt: More specific area the work order needs completed. Date Available, Needed and Completion Date: a calendar will appear to select the dates. Date Available and Needed are primarily for Scheduled PM s **All Fields can be customized as well as their labels in Work Order Field Configuration. 5. Now a work order can be assigned. Go to Assignments on the right. Click then use the drop down menu to make a selection. Click Submit. 6. At the bottom of the work order create screen, there is a check box at the bottom for Advanced form functions. When you click this, one option is to This will save what is in

6 6 the current work order create selections. The next time you open WO Create, those will automatically be filled in. Changes can be made by using the same option or click to clear all work order create fields. How to Assign a Work Order 1. Once a work order is created and saved, on the right side of the screen you will see a menu for Procedures, Labor Charges, Material Charges, Assignments, Assets, and Linked Work Orders. 2. Click and then in the assignment box begin typing the name of the person. The box will automatically drop down a list of names with the letters you type. Highlight the name you want by using your mouse or your arrow keys on the keyboard. Click the name or press Enter. How to Assign more than 1 Work Order at a time 1. Click the Work Order link and then select Assign (example of assign screen is below).

7 7 2. Resource Lookup: Click submit and select resources to assign work orders if needed. 3. Work Orders Lookup: Select your criteria for the work orders needed (Building, Status, Assignment, etc). Click Submit and all the work orders from the criteria will appear below. 4. Scroll to the bottom of the page. If there is more than 1 page, the page size can be changed to the total number of Work orders seen on the bottom right corner. For the example showing below: type over the 12 with 32 and Click Change. Note: To select all work orders, click the square button next to WO Number. To select only individual work orders, click the square buttons next to the work order number(s) needed. 5. Work Orders Assign: Choose the action needed Replace Existing Assignment this will replace any assignment to the work order(s) selected at the bottom of the page with the assignment chosen under Resource Lookup. this will the work order(s) selected at the bottom of the page. Print this will print the work orders selected. 6. Update the work order if you would like to change the Status, Priority or Shop of the work order(s) selected. 7. Click Execute Actions.

8 8 How to Use Quick Search 1. Quick Search can be found in the top left corner above the main menu. If you know the Work Order or Asset number, type it in the Quick Search box. 2. Click Work Order or Asset button. This will bring up all the information on that specific Work Order or Asset.

9 9 How to Search for Work Orders 1. Click the Work Order link and then select Search 2. The screen provides many criteria to choose from. One or more areas may be filled in. This will give you a full list of all work orders that have the same information as you selected. (If you know the Work Order #, then that is sufficient information on the page.) Note: view side notes for explanations on each of the fields. 3. Click Submit For the example: Location fields and date created range was selected. Only fill in the necessary fields to complete the search. Work Order Number: This number was assigned to the Work Order when it was created. Description: Type only a word or two that would be in the work order. Requestor Name: A first name, last name, or full name may be entered. Status: Active, Canceled, Completed, or Pending is available Type: Unscheduled or Scheduled Building: Select a building, then floor and room if applicable Location: Type in any word describing an area Assignment: Names of all the Techs Asset Number: Type in asset # to search for work orders assigned to it. Date Available, Needed, Completion and Created: A calendar will appear to select the dates. **All Fields can be customized as well as their labels. This is an example of a search results page:

10 10 4. Click to look at any specific work order information. All types of search results will have at the top of the page. This will take all the criteria on the page to an Excel Worksheet. Select Current page or All Pages. There is an option to change the file name then Click. All Search results will also have at the top of the search page. This will open the default view. From here you can change the criteria needed for the default view or create a new view. See example of Select Columns below. 1. Type the new View Name and select the fields you want the search to find. 2. Select Public for everyone to choose as a view or Private for your eyes only. 3. Click.

11 11 Note: To Edit or Delete a Saved View, used the drop down menu to select the view and click to edit the view. to delete or How to Close a Work Order 1. From the previous example, if you found the Work Order that needs to be closed or completed, click to edit. If you already know the Work Order number, type it in under Quick search and then select Work Order (the same step can be done for an Asset). On MyCMS page, click the pencil for the work order to close. 2. Change the Status from Active to Complete and fill in Completion date along with any other important information. Then click Submit at bottom.

12 3. Scheduled work orders may have Procedures readings to complete the work order (see below). If this is a regular Work Order, go to step 4. - Click the arrow to see the list. Below is an example of some questions that are in the list for the Fire Doors procedure. There will be an answer in the Response column if any questions are complete To answer the questions, click the wrench next to #1. The box below will appear. You will either have the choice of a drop down box to select answers or a clear box to type the answers in. The bottom left hand corner will tell which question you are on and how many there are to answer (example 1of 14). The bottom right gives the choice to go to the Previous or Next question. - Once you are finished, select Save or Close. This will take you back to the Work Order. 4. Click Use calendar or type in the Start Date, Use the drop down or begin typing the Person s name click or arrow down on selection then Enter, fill in the Hours, Hours type, and Notes. If Billable, click Yes. Now Submit. Note: will delete any existing labor charges or assignments. will allow you to Edit existing labor charge information.

13 13 5. If there are any materials to charge, click. Fill use the drop down menu for the Material Type, Asset, Warehouse, Item Number, Description, Quantity, Cost and Issue date. 6. Click if needed. A search box will appear to find the asset by Asset Number or other search criteria. Click Search. Click on the Asset # to select the one you want to add to the work order then Click Close. 7. To Link a work order, click. Type in the work order number or find it using the search criteria and click Search. Choose the work order(s) by clicking in the box(s) next to the work order you would like to link. Click Submit. 8. To Link a new work order, click. Follow the steps on How to create a work order. Click Save changes. Work Order Advanced Search 1. Click Work Order, then Advanced Search. Advanced search allows us to search by multiple criteria in each drop down field and all areas of the work order screen to include the Procedures, Labor Charges, Materials, and Assets portals. This is an example of how to choose multiple statuses for your advanced search.

14 14 2. After selecting your mulitple criteria, you can save your search by clicking Save Search at the top of the screen. 3. Type the Search Name, Description, select yes or no for Public Search (yes allows other users to see the saved search), and click Save. 4. Now Click Search to find the work orders with the criteria selected. Work Order Configuration Under Work Order, the option Configuration is present. This allows us to add or make any changes to Online Request, Priorities, Status, Categories, Locations, Cost Centers, and User-Defined Fields. To Configure Online Request 1. Under Work Order Configuration, select Online Request

15 15 2. To edit the Request Screen, click the pencil 3. The description, header and footer may be changed or added to. Click 4. To edit any of the fields on the right, click the wrench. Submit any changes. 5. To Add Online Request Field click. Priorities Status 6. Choose the Screen Field from the drop down menu. Label Text will automatically pre-fill when the Screen Field is selected but may be edited. Visible will make it so the requestor can see the field. Required will force the requester to fill in the answer. 7. Click Submit. 8. Now to exit click. - To Edit a description click. cancels the edit and will save changes. - Click - Type in the description and fill in the Max Response and Complete Days fields. Click in Create and Search to include the priority in the drop down menus. - Now click to add it to the list. - To Edit a description click. cancels the edit and will save changes. - Click

16 Categories Locations - Choose the type under standardized drop down menu and type the description. Click in the box if you want to allow changes for this status. Click in Create and Search to include the status in the drop down menus. - Now click to add it to the list. - To Edit a description click. cancels the edit and will save changes. - Click - Choose the type under standardized drop down menu and type the description. Click in Create and Search to include the category in the drop down menus. - Now click to add it to the list. - To Edit a description click. cancels the edit and will save changes Click 2. Type in location description. Click in Create and Search to include the location in the drop down menus. 3. Now click to add it to the list. To make changes to the Floor or Room # s, use the drop down for the building to edit. This will bring up a list of the floors to edit or.

17 17 Cost Centers - To Edit a description click. cancels the edit and will save changes. - Click - Type in the Code, description and any other information needed. Click in Create and Search to include the cost center in the drop down menus. - Now click to add it to the list. To Configure Responses Go to Work Order, Configuration, then choose Responses 1. Click 2. Type in the Description of the response 3. Click the active box 4. Choose the status of the work order the response is for. 5. Select the category type of work order the response is for. 6. Fill in the from Address this is typically maintenance department Supervisor or Director. 7. Fill in the Subject. Your work order has been completed for example. 8. Type in the content for the response. Example - The maintenance department has completed your request. Please do not reply. Type in any other information you would like the requestor to see (line by line). See example below. 9. Then use the Work order Field drop down menu to add the content of the information. This will automatically add the info from the work order in the response. Note: bordered info in red selected from the drop down menu. 10. At the bottom, click Save changes. You can also send yourself a test . Simply type your address in the box provided at the bottom and click Send Test.

18 18

19 19 To Configure User-Defined Fields The user-defined fields are a part of the criteria you will find when creating and/or searching work orders. 1. Go to Work Order Configuration User-Defined Fields. 2. Click 3. Type in the field to add user the drop down menu to select the Type. 4. Save then Close. The new User-Defined field will appear in the Available list to edit or add 5. On the right, choose the Category from the drop down menu to have the new User-Defined field connected with (Regular Work Request, Preventive Maintenance, etc.). If the Category is left blank, the User-Defined Field will be added to all Categories. 6. Click next to the Field created. This will move the User-Defined field to the right side of the screen seen below. This field will now be included when creating and completing a work order. Field Configuration This gives the ability to configure the fields for Work orders. In the example below, the Label text can be modified to read differently on the work orders.

20 1. To the right of the screen, the all the fields under Visible are selected to show each of the Field names. 2. Under Create, select the fields to be required when Creating a work orders. 3. Below Complete, select the fields required to fill out when Completing work orders. 4. If the field type is a Hierachy, the Levels of requirement may be selected. a. Any the user may select how many levels they want to answer. b. 1 only the first level will be required (Building for example) c. 2 only the first two levels will be required (Building and Floor) d. 3 only the first three levels will be required (Building, Floor, and Room #) e. 4 only the first four levels will be required (Building, Floor, Room # and Area) f. Max this will require the user to answer all levels of the hierarchy. 5. The required field text can be any color you choose by clicking the arrow next to Required Field Color. This will open a color box. Select desired color and click Apply. Note: Log out and then log back into CMS to see the changes 20

21 21 How to View or Add an Attachment to a Work order At the top of each work order is a paperclip icon (Based on who has permission to add, edit, delete, view) 1. Click to open. 2. To view the attachment, click the description. It will prompt to open or save. 3. To add an Attachment, click 4. Choose the type by using the drop down menu (Document, Image or Link). 5. Type the description of the attachment. 6. Click Browse to find it. If it is a link, then type it in the text box. 7. Click Submit. Note: jpg images can be selected to print with work orders. How to view the History of a Work order change log This will view a list of all changes applied to a work order along with the user and date/time of the update. 1. Click at the top of the work order. 2. The Timestamp shows the date and time of the change(s), the user who made the change(s), Object of what was changed, Event of the change(s) and Details of the change(s) 3. Click to go back to the work order.

22 How to Create an Asset 1. Click on the Asset link and Create. Below is the screen that appears: 22 Asset Number: This field is required and would be the next number in your numbering system. Description: Describe what the Asset is. Fill in the Manufacturer, Model Number and Serial Number if it is available. Department: Select the department or area needed. Status: In Use or Out of Service Priority: Urgent, Within 1 Week, etc. Asset Category: This is the type of Asset it is for example: Heating & Cooling, Fire Protection, Plumbing, etc If Asset Category is selected, Sub Category 1 automatically appears. Skill: Choose the specific Skill to complete scheduled work orders for the Asset. Building and/or Location: Area the Asset is located. **All Fields can be customized as well as their labels. 2. The blocks with stars (*) are required to be filled in. 3. The Asset Number should be the next tag number to be placed on the piece of equipment (asset). 4. The Description should be what the asset is (HVAC unit for example). Note: see side notes for explanation on each of the fields. 5. Fill in as much information as possible to get the most out of your reports. 6. Submit when finished. How to Search an Asset 1. Click on the Asset link and then select Search 2. The screen provides many criteria to choose from. It looks similar to the Asset Create screen above except it has two additional search criteria seen here.

23 23 3. One or more areas may be filled in. This will give you a full list of all the Assets that have the same information as you selected. (If you know the Asset #, then that is sufficient information on the page.) 4. Click Search 5. Just like the Work Order Search, you may click to look at any specific Asset information. Asset Configuration Under Asset, the option Configuration is present. This allows us to add or make any changes to Categories, Status, Locations, User-Defined Fields and Risk Manager. Status - To Edit a description click. cancels the edit and will save changes. - Click - Choose the type under standardized drop down menu and type the description. Click in the box if you want to allow changes for this status. Click in Create and Search to include the status in the drop down menus. - Now click to add it to the list. Categories - To Edit a description click. cancels the edit and will save changes. - Click - Choose the type under standardized drop down menu and type the description. Click in Create and Search to include the category in the drop down menus. - Now click to add it to the list.

24 24 Locations - To Edit a description click. cancels the edit and will save changes. - Click - Type in location description. Click in Create and Search to include the location in the drop down menus. - Now click to add it to the list. - To make changes to the Floor or Room # s, use the drop down for the building to edit. This will bring up a list of the floors to edit or. User-Defined Fields The user-defined fields are a part of the criteria you will find when creating and/or searching Assets. 1. Go to Asset Configuration User-Defined Fields. 2. Click

25 25 3. Type in the field to add user the drop down menu to select the Type. 4. Save then Close. The new User-Defined field will appear in the Available list to edit or add 5. On the right, choose the Category from the drop down menu to have the new User-Defined field connected with (Regular Work Request, Preventive Maintenance, etc.). If the Category is left blank, the User-Defined Field will be added to all Categories. 6. Click next to the Field created. This will move the User-Defined field to the right side of the screen seen below. This field will now be included when creating an asset.

26 26 Risk Manager 1. Click Asset Risk Manager 2. Click. This opens a Strategy Detail Box seen below. 3. Type your strategy name and formula. 4. Click Insert. Your new strategy will appear as seen below. 5. To begin click next to the name of the strategy you wish to add questions to. 6. Click and a Question Detail box will appear. 7. Type the order in which you want your question to appear and then your question to start with the first letter or number in the Strategy Formula (Example: U for Utility Management). 8. Click Insert. 9. Repeat 6-8 until you have all your Strategy formula letters and/or numbers used. See example below. (U for Utility Function, R for Risk Application, & M for Maintenance Requirements) 10. Begin at step 5 to add another question. Once you have all your questions inserted go to step Now click beside the Order number to add the response(s) for the question. 12. Click. This opens a Response Detail box as seen below. 13. Type the Score Value such as 1.00 or 2.00 and a response for the question working on (the Response should begin with the value (example: 1 Utility Communication, 2 Equip Support, etc). 14. Click Insert. 15. Repeat steps until you have all your Responses entered for the question. See examples below.

27 Begin at Step 11 to add a response for the next question. How to add a Risk # to an Asset 1. Find an asset you want to add a Risk # to. 2. Click Not Defined. This opens the Asset Risk Manager for that asset. 3. Use the drop down menu next to Risk Strategy to click the strategy of your choice. The Formula, Default score and Risk Strategy Questions will appear as seen below. 4. Use the drop down menus next to the Questions listed to choose the Strategy responses for this asset. The Current Formula / Score will change according to the response scores automatically. 5. Click Save Changes when finished. 6. If you want all assets in the same category to have the same risk #, then click at the bottom. This will prompt a Caution box to make sure you want to overwrite any existing default for this category. Click OK or Cancel. 7. Click Return to Asset. You will see the new Risk # displayed.

28 How to Create a Procedure 1. Click the Procedures link and then select Create Procedure Identifier: Describe the Asset. Frequency: Choose Days, Months, Weeks or Years for the procedure. 28 Interval: How often you would like the frequency to be scheduled. For example, if the frequency is Months then the interval can be 1 for every month, 2 for every other month, 3 for quarterly, etc. Estimated Hours: How long it will take to do the procedure. Grace Period: How long before the procedure is late. Fixed Schedule: No-the next procedure will be scheduled according to the completion date. Yesit will be scheduled the same date each time. Unique Work Order: No- all frequencies on 1 work order, Yes- all frequencies on separate work orders. Group Assets: No-not in a group. Yesin a group with other Assets Group By: If Yes to Group Assets, you may choose how to group. Example: Bldg, Floor, Tech, etc. Skill: Choose the specific Skill for the procedure Status: Active, Cancelled, Complete or Pending 2. Procedure Identifier, Frequency, Interval, Estimated Hours and Grace Period all should be filled in. 3. For Fixed Schedule, Unique Work Order and Group Assets, make sure the button is on the Correct field (Yes or No). 4. Last fill in the Skill, Status, Categories and Instructions. Fill in as much information as possible and Submit. Note: see side notes for explanation on each of the fields. Asset Category: This is the type of Asset it is for example: Heating & Cooling, Fire Protection, Plumbing, etc Instructions: Written procedures for the Asset. **All Fields can be customized as well as their labels. How to Search a Procedure 1. Click Procedures and then Search 2. The screen provides many criteria to choose from. One or more areas may be filled in. This will give you a full list of all Procedures that have the same information as you selected.

29 29 Note: see side notes for explanation on each of the fields. For Example: Asset Category Fire Protection, Sub Category Fire Extinguisher. Only fill in the field necessary to complete the search. Procedure Identifier: Describe the Asset. Frequency: Choose Days, Months, Weeks or Years for the procedure. Interval: How often the frequency is scheduled. Example: 1 for every month, 3 for quarterly, etc. Estimated Hours: How long it will take to do the procedure. Grace Period: How long before the procedure is late. Fixed Schedule: No-the next procedure will be scheduled according to the completion date. Yesit will be scheduled the same date each time. Unique Work Order: No- all frequencies on 1 work order, Yes- all frequencies on separate work orders. Group Assets: No-not in a group. Yesin a group with other Assets Group By: If Yes to Group Assets, you may choose how to group. Example: Bldg, Floor, Tech, etc. Asset Category: This is the type of Asset it is for example: Heating & Cooling, Fire Protection, Plumbing, etc Instructions: Written procedures for the Asset. 3. Click Search. Once the results appear, click to look at any specific Procedure. **All Fields can be customized as well as their labels. How to Add a Procedure Reading 1. Search for the Procedure. Once you select your procedure, the picture below will appear on the right side of the screen.

30 30 2. Click Add Procedure Reading in blue. This box below will appear. Description: Type the question for the reading. Unit Label: Example Type AMP, Hertz,LBS, PH Level, etc. Type: Yes or No, Pass or Fail, etc. Enabled: Click in box to check. This will enable the question. Prompt order: This is the order in which the question will appear. Required: The question cannot be skipped if checked. 3. To make more procedure readings, click Another. Save or Close will go back to the procedure screen. There you can view all the procedure readings saved in the order specified. Show comments: This will create a comments box to go with the question. Create Work Order: This will prompt a work order if needed.

31 31 How to add a Procedure Schedule 1. Find the Procedure for the Asset that needs scheduled (see How to Search a Procedure). Click Add Procedure Schedule 2. This box will pop up. This is another search to find an asset or group of assets to schedule. For group it may be easiest to search by Description or Categories. Click Search. 3. The following screen shot will be the result of a search for a group of assets to schedule.

32 32 4. In the screen shot above, there is a list of assets from the search results. Choose the assets to assign to the procedure schedule by checking the boxes next to the asset number. If you want all assets assigned then check the box next to Asset No.. This will automatically check all the boxes. 5. Choose the Next Due date, Frequency, etc. Note: If you wish for all the assets to come out on 1 work order, select Yes for Group. Groups can also be selected by location in the drop down menu next to Group By. 6. Exception Range is the dates for a seasonal PM not to generate. Choose start and end months for the procedure not to generate. 7. Work order Settings should already be prefilled with the information on the Procedure when it was created. 8. Assignments can be added at this time if the same person(s) will be completing the procedure. a. Select name from drop down menu b. Click. c. Repeat a and b for additional assignments. Note: Any name can be removed by clicking added. next to name. More than one assignment can be

33 33 9. Save. Cancel if you do not want to save any changes. < Go Back to do another Asset Look Up. Any asset that was selected to be assigned to the procedure schedule will appear on the Procedure Schedule list as shown below. How to Add a Procedure to an Asset 1. Search for the Asset to assign a Procedure. 2. Click add procedure in blue. 3. Next search the procedure. Note: if the search is left blank, a list of all procedures will appear. 4. A box like this will appear below the Search if there is a procedure for the criteria entered. Click on the procedure needed (more than 1 may be listed).

34 34 The procedure is now added to the Asset and may be deleted if necessary. Also, more than 1 procedure can be added to an Asset. Click delete in blue to remove a procedure. How to create a new User 1. Click User link and Create 2. Fill in the User Name (login name), First Name, Last Name, Customer Segment (Facility), Category, Trade, Status, Role, (in case the password is forgotten), Password, and Password Confirm. 3. Click Submit. 4. On the right side of the screen, click 5. Type in or use the Calendar icon to enter the Effective Date 6. Type in the rate (20.00 for example) 7. Click Submit

35 35 User Search 1. Click User link and then Search 2. At the top is a quick search option (search string is a text box to type in the search criteria such as the first name of any user) and below is the list of users for the Facility. 3. Click the pencil to view/edit a user s information. Reset User Password 1. Follow the instructions to Search for a user above. 2. Click the pencil next to the user s name. 3. At the bottom of the user s information, click Reset Password. 4. The following box will appear. Type in a temporary password to give the user. 5. Click OK. Note: If you get *required information in the user s info area, this must be filled out and submitted. Then click Reset Password again. Click OK. You should get a message like the following: The password has been reset to (password). Please advise the user to change the password as soon as they log in successfully. User Configuration Click User link and select Configuration. Next select Status, Types or Trades. - To Edit a description click. cancels the edit and will save changes. - Click to add a new record. - Choose the type under standardized drop down menu and type the description. Click in Create and Search to include the category in the drop down menus. - Now click to add it to the list.

36 36 How to Search a Report 1. Click Report link and select Search 2. To search all reports, leave the criteria blank. Click Search 3. A search can be done by Report Name, Description, and/or Module. Under Module, a particular report for Assets, Work Orders, Procedures or Time Charges can be selected. 4. The following screen is Report Search results. Report Module: Work Orders was selected. Here you can select a report by clicking on the report name. 5. Next fill in the beginning and end dates for the time frame you would like the report to cover. Click View Report. 6. Once the report is up, at the top of the page you can choose to export your information to Excel for example. Select your format then click Export.

37 37 7. Note: In the Report Search results, if the plus sign button is selected, it will automatically save the Report Name on your MyCMS page under My Reports (bottom right). Click if you want to remove it from My Reports. Password Change 1. Click Admin on left menu and select Change Password. 2. Type Current Password, New Password, and Confirm New Password. 3. Click Change Password.

38 How to Create a Survey for Work Orders 1. Click Admin on left menu and select Survey Configuration 2. Click 3. Fill in Survey information and Save Survey 38 Description: Type the description of the survey Survey Header: Type the header of the survey Active: Check the button if the Survey should be active Type: Choose the type of Work order the survey should be attached to Status: Choose the status the survey should be attached to (usually complete) from address: Type the from address Subject: Type the subject for the Header: Type the header for the Footer: Type in the footer if any. 4. Once saved, click on the right side of the screen. 5. Type the question and then select Type (Text, Radio Buttons, & Slider). Below are the examples of Slider and Radio Buttons. 6. Submit

39 39 Creating Materials 1. Click Materials on the left menu and select Create. 2. Type in the Material Number. This can be letters and numbers. 3. Type in the Description of the Material 4. Choose the status and category using the drop down menus. 5. Select the Issue UOM: Box, Each, Foot, Gallon, etc. 6. Select the Order UOM: Box, Each, Foot, Gallon, etc. 7. Order UOM Factor is the amount per the Order UOM. 8. Type in the Minimum Order Quantity and the Average Cost. Submit Materials Search 1. Click Materials on the left menu and select Search. 2. Narrow your search by using the fields Material Number, Description, Status and/or Category. If you want to see all materials, leave the fields blank. 3. Click Search 4. To look at or edit a material click the pencil next to it.

40 Materials Issue 1. Click Materials on the left menu and select Issue. 2. Select Issue To: using the drop down menu as seen below for an example. 3. Once this is selected you will be given another field to select or type in required information. 4. Next select the material type: either Stock or Non-stock. If Stock is selected then the Warehouse and Item number will be required fields. If Non-stock is selected, then only the description is needed. 5. The Unit cost for Stock items will pre-fill in the field but the Cost for Non-stock items will need to be filled in. 6. Type in the Quantity to be issued. 7. The issue date is automatically the current day but can be changed using the calendar or typing it in. 8. Select if the item is Billable: Yes or No. Now submit. 40 How to add an Attachment to a Work order, Asset, User, or Materials 1. Click to open. 2. To view the attachment, click the description. It will prompt to open or save. 3. To add an Attachment, click 4. Choose the type by using the drop down menu (Document, Image or Link). 5. Type the description of the attachment. 6. Click Browse to find it. If it is a link, then type it in the text box. 7. Click Submit. Note: jpg images can be selected to print with work orders.

41 41 Web Request Screen This screen shot is the web request screen for anyone outside the department to submit a request. This insures that all the correct information is included for the work order. In the Web request screen you will find Asterisks *. These are required fields (Charge Acct No is also required). Any recent work orders submitted will show at the bottom of the page. Using the drop down menu for Common Problems will automatically fill in the Service Requested field. If none of those apply, leave it blank. The Search request tab at the top will allow anyone to look up previous request.

CONTRACT MANAGEMENT SYSTEM USER S GUIDE VERSION 2.7 (REVISED JULY 2012)

CONTRACT MANAGEMENT SYSTEM USER S GUIDE VERSION 2.7 (REVISED JULY 2012) 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...

More information

1 Global Warranty Service Agent Guide. Service Agent Help Guide. Service Agent Starts the Claim

1 Global Warranty Service Agent Guide. Service Agent Help Guide. Service Agent Starts the Claim 1 Global Warranty Service Agent Guide Service Agent Help Guide Service Agent Starts the Claim 1 2 Global Warranty Service Agent Guide Table of Contents Warranty Guidelines... 3 Entering a Claim... 4 Log

More information

Managing your Joomla! 3 Content Management System (CMS) Website Websites For Small Business

Managing your Joomla! 3 Content Management System (CMS) Website Websites For Small Business 2015 Managing your Joomla! 3 Content Management System (CMS) Website Websites For Small Business This manual will take you through all the areas that you are likely to use in order to maintain, update

More information

Welcome to MaxMobile. Introduction. System Requirements. MaxMobile 10.5 for Windows Mobile Pocket PC

Welcome to MaxMobile. Introduction. System Requirements. MaxMobile 10.5 for Windows Mobile Pocket PC MaxMobile 10.5 for Windows Mobile Pocket PC Welcome to MaxMobile Introduction MaxMobile 10.5 for Windows Mobile Pocket PC provides you with a way to take your customer information on the road. You can

More information

VIDEO DOCUMENTATION IEP Log in, Student List and Menu Options

VIDEO DOCUMENTATION IEP Log in, Student List and Menu Options VIDEO DOCUMENTATION IEP Log in, Student List and Menu Options The July 1 st, 2013 IOWA IDEA INTEGRATED DATA SYSTEM encompasses the Child Find, IEP, IFSP and IMS applications. The two approved browsers

More information

Document Services Online Customer Guide

Document Services Online Customer Guide Document Services Online Customer Guide Logging in... 3 Registering an Account... 3 Navigating DSO... 4 Basic Orders... 5 Getting Started... 5 Attaching Files & Print Options... 7 Advanced Print Options

More information

Edit a Section... 9. View... 8 Select... 8 Requesting Rooms and Features... 9

Edit a Section... 9. View... 8 Select... 8 Requesting Rooms and Features... 9 Contents Introducing Astra Schedule 7 Training and User Guides... 2 Before you begin... 2 Access to Astra Schedule... 2 Understanding the Data in Astra Schedule Sections... 2 Facilities... 3 Events...

More information

NEW USER REGISTRATION AND EMAIL VERIFICATION

NEW USER REGISTRATION AND EMAIL VERIFICATION NEW USER REGISTRATION AND EMAIL VERIFICATION The Children s Treatment (CT) or Residential Treatment (RT) organization must have an assigned Departmental Vendor Number (DVN), a PIN number issued to the

More information

Unleash the Power of e-learning

Unleash the Power of e-learning Unleash the Power of e-learning Version 1.5 November 2011 Edition 2002-2011 Page2 Table of Contents ADMINISTRATOR MENU... 3 USER ACCOUNTS... 4 CREATING USER ACCOUNTS... 4 MODIFYING USER ACCOUNTS... 7 DELETING

More information

UCB erequest IIS Requestor - Quick Reference Guide

UCB erequest IIS Requestor - Quick Reference Guide 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

More information

Welcome to MaxMobile. Introduction. System Requirements

Welcome to MaxMobile. Introduction. System Requirements MaxMobile 10.5 for Windows Mobile Smartphone Welcome to MaxMobile Introduction MaxMobile 10.5 for Windows Mobile Smartphone provides you with a way to take your customer information on the road. You can

More information

Drip Marketing Campaign Manual

Drip Marketing Campaign Manual Drip Marketing Campaign Manual Released May 2006 Manual for Drip Marketing Campaign: Getting Started 1. Log into www.graphicaldata.com. 2. Hold cursor over the Tools tab. 3. Click on Drip Marketing Campaign.

More information

Canyon Creek Online Scheduler Teacher Instructions

Canyon Creek Online Scheduler Teacher Instructions Canyon Creek Online Scheduler Teacher Instructions Accessing the Online Scheduler and Logging In Click the link to access Canyon Creeks Online Scheduling software. There will also be an Online Scheduler

More information

Version 10.3. End User Help Files. GroupLink Corporation 2014 GroupLink Corporation. All rights reserved

Version 10.3. End User Help Files. GroupLink Corporation 2014 GroupLink Corporation. All rights reserved Version 10.3 End User Help Files GroupLink Corporation 2014 GroupLink Corporation. All rights reserved GroupLink and everything HelpDesk are registered trademarks of GroupLink Corporation. The information

More information

Version 11.0.1. End User Help Files. GroupLink Corporation 2015 GroupLink Corporation. All rights reserved

Version 11.0.1. End User Help Files. GroupLink Corporation 2015 GroupLink Corporation. All rights reserved Version 11.0.1 End User Help Files GroupLink Corporation 2015 GroupLink Corporation. All rights reserved GroupLink and everything HelpDesk are registered trademarks of GroupLink Corporation. The information

More information

At the top of the page there are links and sub-links which allow you to perform tasks or view information in different display options.

At the top of the page there are links and sub-links which allow you to perform tasks or view information in different display options. APPOINTMENTS TAB P r a c t i c e M a t e M a n u a l 38 OVERVIEW The Appointments Tab is used to set up appointments, reschedule or edit existing appointment information, check patients in and out, and

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

Tully-Wihr Online User Guide

Tully-Wihr Online User Guide Tully-Wihr Online User Guide Version 2.1 Revised 7/06/2011 Questions: help@tullywihr.com Contents Tully-Wihr s Web Page / Login...3 New User Registration...4 Shipping Specifications...5 Search Features...6-7

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

Payco, Inc. Evolution and Employee Portal. Payco Services, Inc.., 2013. 1 Home

Payco, Inc. Evolution and Employee Portal. Payco Services, Inc.., 2013. 1 Home Payco, Inc. Evolution and Employee Portal Payco Services, Inc.., 2013 1 Table of Contents Payco Services, Inc.., 2013 Table of Contents Installing Evolution... 4 Commonly Used Buttons... 5 Employee Information...

More information

Utility Billing Software Manual

Utility Billing Software Manual Utility Billing Software Manual Table of Contents Avitar Utility Billing System... 1 Important Concepts... 1 Starting the Application... 5 Utility Billing Main Window... 5 Toolbar Buttons... 7 Edit an

More information

Lotus Notes Client Version 8.5 Reference Guide

Lotus Notes Client Version 8.5 Reference Guide Lotus Notes Client Version 8.5 Reference Guide rev. 11/19/2009 1 Lotus Notes Client Version 8.5 Reference Guide Accessing the Lotus Notes Client From your desktop, double click the Lotus Notes icon. Logging

More information

How to Add Users 1. 2.

How to Add Users 1. 2. Administrator Guide Contents How to Add Users... 2 How to Delete a User... 9 How to Create Sub-groups... 12 How to Edit the Email Sent Out to New Users... 14 How to Edit and Add a Logo to Your Group's

More information

Virtual EMS User Guide

Virtual EMS User Guide EMS Workplace 5.1 EMS Campus 2.1 EMS Enterprise 5.1 EMS Legal 5.1 Dean Evans & Associates, Inc. Copyright Copyright 2009 Dean Evans & Associates, Inc. All rights reserved. No part of this document may

More information

TriCore Secure Web Email Gateway User Guide 1

TriCore Secure Web Email Gateway User Guide 1 TriCore Secure Web Email Gateway User Guide This document provides information about TriCore Secure Web Email Gateway. This document is for users who are authorized to send and receive encrypted email

More information

Certification Quality Initiative User s Guide

Certification Quality Initiative User s Guide Certification Quality Initiative User s Guide IPC, inc. 3000 Lakeside Drive, Suite 309S Bannockburn, IL 60015 847.615.7100 Certification Quality Initiative User s Guide Copyright 2014 IPC, Inc Bannockburn,

More information

An Employee s Guide to Kronos Workforce Timekeeper

An Employee s Guide to Kronos Workforce Timekeeper An Employee s Guide to Kronos Workforce Timekeeper A guide for employees that summarizes the most common employee tasks, which include using the Time card, Time Stamp, as well as viewing reports. Kronos

More information

Creating and Using Forms in SharePoint

Creating and Using Forms in SharePoint Creating and Using Forms in SharePoint Getting started with custom lists... 1 Creating a custom list... 1 Creating a user-friendly list name... 1 Other options for creating custom lists... 2 Building a

More information

Certification Quality Initiative User s Guide v.2

Certification Quality Initiative User s Guide v.2 Certification Quality Initiative User s Guide v.2 IPC, i n c. 3000 L a k e s i d e D r i v e, S u i t e 309S B a n n o c k b u r n, I L 6 0 015 847.6 1 5.710 0 Certification Quality Initiative User s Guide

More information

System Administration and Log Management

System Administration and Log Management CHAPTER 6 System Overview System Administration and Log Management Users must have sufficient access rights, or permission levels, to perform any operations on network elements (the devices, such as routers,

More information

WWW.OFFICEMAXSOLUTIONS.COM Shopping Application Overview

WWW.OFFICEMAXSOLUTIONS.COM Shopping Application Overview WWW.OFFICEMAXSOLUTIONS.COM Shopping Application Overview 1. LOGIN... 3 2. GETTING STARTED WITH MANAGE ORDERS... 3 2.1 Creating an order using Create New Order... 4 2.1. Creating an order using Repeat Orders...

More information

MEETINGONE ONLINE ACCOUNT MANAGEMENT PORTAL HOST / ROOM USER GUIDE

MEETINGONE ONLINE ACCOUNT MANAGEMENT PORTAL HOST / ROOM USER GUIDE MEETINGONE ONLINE ACCOUNT MANAGEMENT PORTAL HOST / ROOM USER GUIDE TABLE OF CONTENTS How to Login... 4 Select a Role... 4 Multiple Rooms... 5 Home Tab... 6 Manage Users... 6 Add a New User... 7 Edit an

More information

Hosted VoIP Phone System. Admin Portal User Guide for. Call Center Administration

Hosted VoIP Phone System. Admin Portal User Guide for. Call Center Administration Hosted VoIP Phone System Admin Portal User Guide for Call Center Administration Contents Table of Figures... 4 1 About this Guide... 6 2 Accessing the Hosted VoIP Phone System Administration Portal...

More information

M4 Systems. Advanced Timesheets and Expenses (ATS&E) User Guide

M4 Systems. Advanced Timesheets and Expenses (ATS&E) User Guide M4 Systems Advanced Timesheets and Expenses (ATS&E) User Guide M4 Systems Ltd Tel: 0845 5000 777 International: +44 (0)1443 863910 www.m4systems.com www.dynamicsplus.net Table of Contents Operating the

More information

emarketing Manual- Creating a New Email

emarketing Manual- Creating a New Email emarketing Manual- Creating a New Email Create a new email: You can create a new email by clicking the button labeled Create New Email located at the top of the main page. Once you click this button, a

More information

Time Clock Import Setup & Use

Time Clock Import Setup & Use Time Clock Import Setup & Use Document # Product Module Category CenterPoint Payroll Processes (How To) This document outlines how to setup and use of the Time Clock Import within CenterPoint Payroll.

More information

How to Register and Pay for BEST Center Classes Online

How to Register and Pay for BEST Center Classes Online How to Register and Pay for BEST Center Classes Online Welcome to our new online registration system for The BEST Center at Genesee Community College! All of our scheduled noncredit classes are listed

More information

Generator Warranty On-Line System Documentation

Generator Warranty On-Line System Documentation Generator Warranty On-Line System Documentation INDEX ** Use control key and click on topic to advance to that section in the document 1. Warranty Repair Claims 2. Failed Part Claims 3. Sales Consideration

More information

Point Of Sale Payment Processing

Point Of Sale Payment Processing Point Of Sale Payment Processing TechStorm http://www.gotechstorm.com/howto/pos.pdf Contents Point of Sale Payment Processing... 3 Transaction Flow for processing sales... 3 Barcode Scan an Item... 3 Choose

More information

Microsoft Outlook Tips & Tricks

Microsoft Outlook Tips & Tricks Microsoft Outlook Tips & Tricks Columbia College Technology Services Table of Contents Creating an email signature Page 1 Handling attachments Page 1 Sending an attachment Opening an attachment Page 2

More information

Laulima s Discussion and Mail Tools: Messages - Mailtool - Email Archive Discussion and Private Messages - Forums

Laulima s Discussion and Mail Tools: Messages - Mailtool - Email Archive Discussion and Private Messages - Forums Laulima s Discussion and Mail Tools: Messages - Mailtool - Email Archive Discussion and Private Messages - Forums Interaction can enrich the learning experience for a student. These days, it can occur

More information

Teacher References archived classes and resources

Teacher References archived classes and resources Archived Classes At the end of each school year, the past year s academic classes are archived, meaning they re still kept in finalsite, but are put in an inactive state and are not accessible by students.

More information

Finance Reporting. Millennium FAST. User Guide Version 4.0. Memorial University of Newfoundland. September 2013

Finance Reporting. Millennium FAST. User Guide Version 4.0. Memorial University of Newfoundland. September 2013 Millennium FAST Finance Reporting Memorial University of Newfoundland September 2013 User Guide Version 4.0 FAST Finance User Guide Page i Contents Introducing FAST Finance Reporting 4.0... 2 What is FAST

More information

2. PMP New Computer Installation. & Networking Instructions

2. PMP New Computer Installation. & Networking Instructions ONTARIO CHIROPRACTIC ASSOCIATION PATIENT MANAGEMENT PROGRAM PUTTING EXPERIENCE INTO PRACTICE PMP New Computer Installation & Networking Instructions This document provides installation instructions for

More information

Reading Wonders Training Resource Guide

Reading Wonders Training Resource Guide Reading Wonders Training Resource Guide Table of Contents Page Register for Your Teacher Access 2 Redeem Master Codes 4 Enroll Students Teacher / District Import (Single or Multiple Students) 7 Individual

More information

user guide This user guide can be used as a whole manual, or sections, depending on the user s access permissions to AgendaOnline.

user guide This user guide can be used as a whole manual, or sections, depending on the user s access permissions to AgendaOnline. user guide This user guide can be used as a whole manual, or sections, depending on the user s access permissions to AgendaOnline. home page...3 General Features... 3 Other Features... 4 navigating agendas...5

More information

Integrated Point of Sales System for Mac OS X

Integrated Point of Sales System for Mac OS X Integrated Point of Sales System for Mac OS X Program version: 6.3.22 110401 2012 HansaWorld Ireland Limited, Dublin, Ireland Preface Standard POS is a powerful point of sales system for small shops and

More information

TimeValue Software Due Date Tracking and Task Management Software

TimeValue Software Due Date Tracking and Task Management Software User s Guide TM TimeValue Software Due Date Tracking and Task Management Software File In Time Software User s Guide Copyright TimeValue Software, Inc. (a California Corporation) 1992-2010. All rights

More information

External Account Creation and Upload Instructions for the Local Government (LG) Audit Report Collection System

External Account Creation and Upload Instructions for the Local Government (LG) Audit Report Collection System External Account Creation and Upload Instructions for the Local Government (LG) Audit Report Collection System In order to submit data for any Department of Audits and Accounts (DOAA) web application,

More information

New To Blackboard: Faculty Edition

New To Blackboard: Faculty Edition Bb Abbreviation for Blackboard /ilearn Edit Mode is in the upper-right corner of Bb and must be ON for you to modify your course content. Click the icon to turn edit on or off. The Action Link contains

More information

Institution/Department Administrator Manual

Institution/Department Administrator Manual ETS Major Field Tests Institution/Department Administrator Manual Updated: December 2010 Table of Contents 1.0 WELCOME... 1 1.1 INTRODUCTION... 1 1.2 COMPUTER HARDWARE AND SOFTWARE REQUIREMENTS... 1 2.0

More information

Educational Data System (EDS) Administration Manual and Policy

Educational Data System (EDS) Administration Manual and Policy Educational Data System (EDS) Administration Manual and Policy Randy Dorn State Superintendent of Public Instruction Prepared by OSPI Customer Support Greg Beck, Application Development Director Information

More information

Appendix A How to create a data-sharing lab

Appendix A How to create a data-sharing lab Appendix A How to create a data-sharing lab Creating a lab involves completing five major steps: creating lists, then graphs, then the page for lab instructions, then adding forms to the lab instructions,

More information

BusinessMan CRM. Contents. Walkthrough. Computech IT Services Ltd 2011. Tuesday, June 1 st 2014 Technical Document -1015 Version 6.

BusinessMan CRM. Contents. Walkthrough. Computech IT Services Ltd 2011. Tuesday, June 1 st 2014 Technical Document -1015 Version 6. Contents. Table of Figures... 2 Businessman Enterprise Overview... 3 System Settings... 3 Human Resources... 4 User Management... 5 Customers... 7 Prospects... 9 Document Management 9 Sales Dashboard...

More information

Enter your User Name and Password (you can tab or left mouse click between these two fields) and click the Log On Button.

Enter your User Name and Password (you can tab or left mouse click between these two fields) and click the Log On Button. ACCESSING THE NORFOLK HOSTED SIMS SERVICE ADMINISTRATORS GUIDE 1. URL and Login Credentials In order to access the Norfolk Hosted SIMS Service you will be given a unique URL for your organisation. This

More information

DI SHAREPOINT PORTAL. User Guide

DI SHAREPOINT PORTAL. User Guide 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...

More information

DarwiNet Client Level

DarwiNet Client Level DarwiNet Client Level Table Of Contents Welcome to the Help area for your online payroll system.... 1 Getting Started... 3 Welcome to the Help area for your online payroll system.... 3 Logging In... 4

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

Tutorial of Deltek s Expense Report Domestic Travel Edition

Tutorial of Deltek s Expense Report Domestic Travel Edition Tutorial of Deltek s Expense Report Domestic Travel Edition Please note that any expense incurred by an employee and to be reimbursed by BCF Solutions, Inc. has to be through an expense report. Step 1:

More information

[COGNOS DATA TRAINING FAQS] This is a list of frequently asked questions for a Cognos user

[COGNOS DATA TRAINING FAQS] This is a list of frequently asked questions for a Cognos user 2010 [COGNOS DATA TRAINING FAQS] This is a list of frequently asked questions for a Cognos user Table of Contents 1. How do I run my report in a different format?... 1 2. How do I copy a report to My Folder?...

More information

QSalesData User Guide

QSalesData User Guide QSalesData User Guide Note: In addition to this User Guide, we have an extensive Online Video Library that you can access from our website: www.qsalesdata.com/onlinevideos Updated: 11/14/2014 Installing

More information

Smart Web. User Guide. Amcom Software, Inc.

Smart Web. User Guide. Amcom Software, Inc. Smart Web User Guide Amcom Software, Inc. Copyright Version 4.0 Copyright 2003-2005 Amcom Software, Inc. All Rights Reserved. Information in this document is subject to change without notice. The software

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

USING THE MODEL IQ 1000 INTELLICLOCK

USING THE MODEL IQ 1000 INTELLICLOCK USING THE MODEL IQ 1000 INTELLICLOCK The IQ 1000 is an advanced model of time clock with many features and benefits designed to offer you a wide range of options in how you collect your time and attendance

More information

ICP Data Entry Module Training document. HHC Data Entry Module Training Document

ICP Data Entry Module Training document. HHC Data Entry Module Training Document HHC Data Entry Module Training Document Contents 1. Introduction... 4 1.1 About this Guide... 4 1.2 Scope... 4 2. Step for testing HHC Data Entry Module.. Error! Bookmark not defined. STEP 1 : ICP HHC

More information

Wireless Web Portal ISO User Guide

Wireless Web Portal ISO User Guide Wireless Web Portal ISO User Guide 2 87 1 Pu llman S tree t, Sa nta An a, C A 927 05 P ho ne. 94 9.4 86.03 20 F a x. 949.4 86.03 33 www. e xa d igm.com Copyright ExaDigm, Inc. All Rights Reserved. Printed

More information

Decision Support AITS University Administration. Web Intelligence Rich Client 4.1 User Guide

Decision Support AITS University Administration. Web Intelligence Rich Client 4.1 User Guide Decision Support AITS University Administration Web Intelligence Rich Client 4.1 User Guide 2 P age Web Intelligence 4.1 User Guide Web Intelligence 4.1 User Guide Contents Getting Started in Web Intelligence

More information

Adobe CQ5 Authoring Basics Print Manual

Adobe CQ5 Authoring Basics Print Manual Adobe CQ5 Authoring Basics Print Manual SFU s Content Management System SFU IT Services CMS Team ABSTRACT A summary of CQ5 Authoring Basics including: Setup and Login, CQ Interface Tour, Versioning, Uploading

More information

Recruiter s Resource Guide

Recruiter s Resource Guide Recruiter s Resource Guide First Edition 1.29.2015 Contents Section One Recruiting... 3 Accessing Team Georgia Careers... 4 My Setup Preferences... 5 Creating a Requisition... 6 Approving a Requisition...

More information

To successfully initialize Microsoft Outlook (Outlook) the first time, email settings need to be verified.

To successfully initialize Microsoft Outlook (Outlook) the first time, email settings need to be verified. TO: UAN CLIENTS FROM: UAN STAFF DATE: OCTOBER 8, 2008 SUBJECT: Steps for Initial Setup of Microsoft Outlook To successfully initialize Microsoft Outlook (Outlook) the first time, email settings need to

More information

Microsoft Outlook 2007 Calendar Features

Microsoft Outlook 2007 Calendar Features Microsoft Outlook 2007 Calendar Features Participant Guide HR Training and Development For technical assistance, please call 257-1300 Copyright 2007 Microsoft Outlook 2007 Calendar Objectives After completing

More information

PowerSchool Parent Portal User Guide. PowerSchool 7.x Student Information System

PowerSchool Parent Portal User Guide. PowerSchool 7.x Student Information System PowerSchool 7.x Student Information System Released December 2011 Document Owner: Documentation Services This edition applies to Release 7.1 of the [product name] software and to all subsequent releases

More information

Rochester Institute of Technology. Finance and Administration. Drupal 7 Training Documentation

Rochester Institute of Technology. Finance and Administration. Drupal 7 Training Documentation Rochester Institute of Technology Finance and Administration Drupal 7 Training Documentation Written by: Enterprise Web Applications Team CONTENTS Workflow... 4 Example of how the workflow works... 4 Login

More information

Ohio University Computer Services Center August, 2002 Crystal Reports Introduction Quick Reference Guide

Ohio University Computer Services Center August, 2002 Crystal Reports Introduction Quick Reference Guide Open Crystal Reports From the Windows Start menu choose Programs and then Crystal Reports. Creating a Blank Report Ohio University Computer Services Center August, 2002 Crystal Reports Introduction Quick

More information

Time Matters and Billing Matters 11.1. User Guide

Time Matters and Billing Matters 11.1. User Guide Time Matters and Billing Matters 11.1 User Guide About this guide This guide provides steps to achieve basic, commonly performed tasks. For additional details, including interface elements and advanced

More information

NYS OCFS CMS Manual CHAPTER 1...1-1 CHAPTER 2...2-1 CHAPTER 3...3-1 CHAPTER 4...4-1. Contract Management System

NYS OCFS CMS Manual CHAPTER 1...1-1 CHAPTER 2...2-1 CHAPTER 3...3-1 CHAPTER 4...4-1. Contract Management System NYS OCFS CMS Manual C O N T E N T S CHAPTER 1...1-1 Chapter 1: Introduction to the Contract Management System...1-2 Using the Contract Management System... 1-2 Accessing the Contract Management System...

More information

How to Login Username Password:

How to Login Username Password: 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

More information

Aras Corporation. 2005 Aras Corporation. All rights reserved. Notice of Rights. Notice of Liability

Aras Corporation. 2005 Aras Corporation. All rights reserved. Notice of Rights. Notice of Liability Aras Corporation 2005 Aras Corporation. All rights reserved Notice of Rights All rights reserved. Aras Corporation (Aras) owns this document. No part of this document may be reproduced or transmitted in

More information

[MP2 TRAINING MANUAL]

[MP2 TRAINING MANUAL] 2015 Technical Services James Titford [MP2 TRAINING MANUAL] Process for Work Order and Purchase Requisition entry on MP2. Table of Contents Introduction... 2 Logging on to MP2... 2 Navigating MP2:... 3

More information

NetSuite OpenAir Mobile for Android User Guide Version 1.3

NetSuite OpenAir Mobile for Android User Guide Version 1.3 NetSuite OpenAir Mobile for Android User Guide Version 3 General Notices Attributions NetSuite OpenAir includes functionality provided by HighCharts JS software, which is owned by and licensed through

More information

Fundamentals of Great Plains & Reporting Tools

Fundamentals of Great Plains & Reporting Tools Fundamentals of Great Plains & Reporting Tools Accessing GP... 1 Accessing the terminal server... 1 Creating a shortcut to the Remote Desktop Connection command... 2 Configuration options for your terminal

More information

Module One: Getting Started... 6. Opening Outlook... 6. Setting Up Outlook for the First Time... 7. Understanding the Interface...

Module One: Getting Started... 6. Opening Outlook... 6. Setting Up Outlook for the First Time... 7. Understanding the Interface... 2 CONTENTS Module One: Getting Started... 6 Opening Outlook... 6 Setting Up Outlook for the First Time... 7 Understanding the Interface...12 Using Backstage View...14 Viewing Your Inbox...15 Closing Outlook...17

More information

SUCCESSFACTORS LEARNING USER OVERVIEW REFERENCE GUIDE

SUCCESSFACTORS LEARNING USER OVERVIEW REFERENCE GUIDE SUCCESSFACTORS LEARNING USER OVERVIEW REFERENCE GUIDE SuccessFactors, Inc. 4401 Wilson Boulevard, Suite 400 Arlington, VA 22203 Tel: (703) 678-0000 www.successfactors.com Confidential and Proprietary For

More information

Kronos 6 Work Force Time Keeping System. Manager Procedure Manual

Kronos 6 Work Force Time Keeping System. Manager Procedure Manual Kronos 6 Work Force Time Keeping System Manager Procedure Manual Table of Contents Kronos Manager Procedure Manual Log In to Kronos https://kronos.rit.edu/wfc/logon... 1 Punches Access an Employee Timecard...

More information

Event Management Do-It-Yourself User Guide

Event Management Do-It-Yourself User Guide ) Event Management Do-It-Yourself User Guide Last Revised 9/6/11 Version 1 Powered by TABLE OF CONTENTS MODULES: 3-74 ereg Module: 3-58 Event Info Tab 4-13 Categories Tab 14-16 Attendee Info Tab 17-19

More information

Baylor Secure Messaging. For Non-Baylor Users

Baylor Secure Messaging. For Non-Baylor Users Baylor Secure Messaging For Non-Baylor Users TABLE OF CONTENTS SECTION ONE: GETTING STARTED...4 Receiving a Secure Message for the First Time...4 Password Configuration...5 Logging into Baylor Secure Messaging...7

More information

EBOX Digital Content Management System (CMS) User Guide For Site Owners & Administrators

EBOX Digital Content Management System (CMS) User Guide For Site Owners & Administrators EBOX Digital Content Management System (CMS) User Guide For Site Owners & Administrators Version 1.0 Last Updated on 15 th October 2011 Table of Contents Introduction... 3 File Manager... 5 Site Log...

More information

Microsoft Access 2010 Part 1: Introduction to Access

Microsoft Access 2010 Part 1: Introduction to Access CALIFORNIA STATE UNIVERSITY, LOS ANGELES INFORMATION TECHNOLOGY SERVICES Microsoft Access 2010 Part 1: Introduction to Access Fall 2014, Version 1.2 Table of Contents Introduction...3 Starting Access...3

More information

Results CRM 2012 User Manual

Results CRM 2012 User Manual Results CRM 2012 User Manual A Guide to Using Results CRM Standard, Results CRM Plus, & Results CRM Business Suite Table of Contents Installation Instructions... 1 Single User & Evaluation Installation

More information

How to pull content from the PMP into Core Publisher

How to pull content from the PMP into Core Publisher How to pull content from the PMP into Core Publisher Below you will find step-by-step instructions on how to set up pulling or retrieving content from the Public Media Platform, or PMP, and publish it

More information

MEDIAplus administration interface

MEDIAplus administration interface MEDIAplus administration interface 1. MEDIAplus administration interface... 5 2. Basics of MEDIAplus administration... 8 2.1. Domains and administrators... 8 2.2. Programmes, modules and topics... 10 2.3.

More information

Online School Payments (OSP) User Guide

Online School Payments (OSP) User Guide Online School Payments (OSP) User Guide November, 2013 OSP User Guide Table of Contents Overview...3 Site Information...3 Login to Portal...4 Activity Setup...6 OSP Activity Setup Form...6 Add Activity...7

More information

User Manual for Web. Help Desk Authority 9.0

User Manual for Web. Help Desk Authority 9.0 User Manual for Web Help Desk Authority 9.0 2011ScriptLogic Corporation ALL RIGHTS RESERVED. ScriptLogic, the ScriptLogic logo and Point,Click,Done! are trademarks and registered trademarks of ScriptLogic

More information

TMA Basics Guide. Version 8.1. TMA Systems, LLC

TMA Basics Guide. Version 8.1. TMA Systems, LLC TMA Basics Guide Version 8.1 TMA Systems, LLC In our continuing endeavor to provide superior documentation, TMA encourages you to send your suggestions and comments about the documents to: documentation@tmasystems.com

More information

For further support information, refer to the Help Resources appendix. To comment on the documentation, send an email to support@tk20.com.

For further support information, refer to the Help Resources appendix. To comment on the documentation, send an email to support@tk20.com. Technical Support and Product Information tk20.com Tk20 Corporate Headquarters 10801 MoPac Expressway, Suite 740, Austin, Texas 78759 USA Tel: 512-401-2000 For further support information, refer to the

More information

A Guide to Submitting Invoices for Related Services

A Guide to Submitting Invoices for Related Services A Guide to Submitting Invoices for Related Services and SETSS via the Vendor Portal Updated 3/2013 Table of Contents Chapter 1 Overview Pages 1 6 Chapter 2 Vendor Portal Registration Pages 7 9 Chapters

More information

ASSETMAXX. Asset Tracking System. Users Manual. Revised 2/27/09

ASSETMAXX. Asset Tracking System. Users Manual. Revised 2/27/09 ASSETMAXX Asset Tracking System Users Manual Revised 2/27/09 Minimum Requirements for Assetmaxx: Any system connected to the internet, configured with either Internet Explorer 6.0 or higher or Netscape

More information

Log-in to the patient booking website

Log-in to the patient booking website Log-in to the patient booking website From the HealthSpace home page you can select Choose and Book from the menu or by clicking on the Choose and Book image both shown on the left side of the screen.

More information

VALUE LINE INVESTMENT SURVEY ONLINE USER S GUIDE VALUE LINE INVESTMENT SURVEY ONLINE. User s Guide

VALUE LINE INVESTMENT SURVEY ONLINE USER S GUIDE VALUE LINE INVESTMENT SURVEY ONLINE. User s Guide VALUE LINE INVESTMENT SURVEY ONLINE User s Guide Welcome to Value Line Investment Survey Online. This user guide will show you everything you need to know to access and utilize the wealth of information

More information

New Mexico State University. AiM 8.X Basic AiM

New Mexico State University. AiM 8.X Basic AiM New Mexico State University AiM 8.X Basic AiM January 22, 2015 Confidential Business Information This documentation is proprietary information of New Mexico State University (NMSU) and is not to be copied,

More information