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1 SAMIS QUICK START GUIDE This quick start guide for SAMIS has been made available online as a PDF, which can be accessed by new users or referred to by infrequent users. It provides users information on: 1. Access & Searching 2. Site and Floor Plans 3. Reports 1. Access & Searching Logging onto SAMIS Users approved access to SAMIS is via port]e[co. The SAMIS port]e[co website is found at: If you have problems accessing our portal please contact samis@saugov.sa.gov.au. Enter the Username and Password supplied to you by the SAMIS Support Team. If you do wish to request a SAMIS login contact: Follow the system prompts to create your PERSONAL PASSWORD Passwords must begin with an alpha character, must be a minimum of 7 characters, can contain a numeric value. Passwords must be changed every 60 days. (an automatic system prompt) Changed passwords must differ by at least 3 characters from a previous password, and cannot be a password previously used! Once successfully logged into port]e[co SAMIS will display the Welcome screen. The port]e[cotoolbox The port]e[co Toolbox displayed on the right hand side of the Welcome screen helps Users navigate throughout the system. The Toolbox will display on all screens to allow ease of navigation and will open and close as Users advance throughout the system. Alternatively, Toolboxes can be opened or closed manually, simply click on the Toolbox title to display the available links. Blue toolbox links are active links to system features. Grey toolbox links are not available from the current location. Toolbox links displayed with a yellow padlock are unavailable in the current User profile. The Toolbox can be hidden from view by clicking on the blue tab at the top of the Toolbox. This will creates more screen space to view details and/or plans.

2 Handy Tools we recommend: Help lex]i[con access system Help, Training Materials and a Glossary of all SAMIS terms Preferences set up a system homepage, change your User password Quick Links create a link to valuable information, navigate quickly to your homepage, and access your last Search results. Navigation Port]e]co offers two Search options to locate Sites and/or Facilities. Simple Search The simple search box will only allow text keywords. To perform a Simple Search, type a keyword in the search box and click the go button. Keywords can be whole words, part words but not abbreviations. Port]e[co will return Sites and Facilities which match the keyword request. Advanced Search An advanced search will allow the User to customise the search results to only return a targeted set of results. Click on the Advanced Search link to navigate to the Advanced Search screen options. The Advanced Search screen provide drop-down boxes for selection of a range of criteria to refine search results. The boxes are optional and users can pick from one, some or all to retrieve data.

3 The search box on the Advanced Search screen will now support number searches or text searches. Search results are presented in the same manner for both Search types and will display a filter to identify how the search was achieved. The Search Results screen The Search Results screen will display Sites and/or Facility matching the criteria entered. The Search Results table displays Name, Asset Class and Status with links to view more details or advance to the child asset hierarchy. Click on the column headings to sort in ascending or descending order. Page numbers at the bottom of the table indicate a large number of search results, click on the page numbers to advance through the table. Accessing real data. Several options are available from the Search Results table to advance to the asset data contained in the database. Select the applicable line item from the table by clicking to highlight the entry, a basic details box will display and the more button will become enabled. Click on the more button to advance to the Facility Details screen (Facility) or the Asset Details screen (Site) for the selected item. Alternatively, users can navigate to the end of the item line and click on the magnifying glass the system will advance to the Facility Details screen or the Asset Details screen for the selected item. Two ways of navigating to the same place in the Asset Register! Users can also navigate to child assets beneath the displayed item by navigating to the end of the line item and clicking on the + sign to advance to the Child Asset Hierarchy screen. The Child Asset Hierarchy Screen presents an expandable tree of assets associated with the selected Site or Facility. Items in the expandable hierarchy are active links and will assist with the navigation to Asset Details for each Child Asset. Facility Details The Facility Details screen displays the Facility Name and service delivery structure. Facilities are not tangible physical assets but are a mandatory starting point in the Asset Register where physical assets can be added/assigned in SAMIS.

4 Asset Details The Asset Details are displayed for all assets added to the Asset Register Hierarchy. Each asset class will display general asset information and contact details as well as a range of asset class specific attributes. Attributes are common details that group each asset class together. Some asset classes may have many attributes while other asset classes will list only a few. Asset classes and attributes assist in the complex reporting capabilities of cogn]i[to.

5 2. Site and Floor Plans Getting to your Plans In the Asset Information Toolbox, click the Documents & Images link. This will display a table of available documents for the selected Site Plans are available in three different formats. NNNNN.dwg (Auto CAD) is an AutoCAD file for architectural purposes. NNNNN.pdf (Adobe Acrobat) is an Adobe format for printing purposes. NNNNN.svg (Scalable Vector Graphics) is an SVG diagram providing interaction between the plan and the asset register data. To view / print a copy of a single Plan: 1. Click on the NNNNN.pdf line in the table for the selected plan, the item is highlighted in blue and a table displaying file details will be displayed. (You may need to navigate through the available pages to locate your required plan.) 2. Click the View File button; follow the prompts to open the Adobe file. (NOTE: Any ad-blocker software should be disabled when opening plans; this may cause delays and/or additional prompts to opening the plan). 3. Click the printer icon on the Adobe toolbar, the system will send the plan to your local printer. Once the plans are printed, the browser screen can be closed. SVG Plans A Scalable Vector Graphic (SVG) is a diagram providing interaction between the plan and the data recorded in the Asset Register. Navigate to your preferred Site using the Search facilities discussed earlier in this document. Select the required plan from the Site & Building Plans (SVG), drop-down list located on the Asset Details screen, click the View button. Port]e[co will open the SVG Viewer and display your selected plan. Note: An SVG Plan will only display if the Computer has been loaded with the SVG Viewer, available from the Adobe website The SVG Viewer is not required to print plans! Plan / Data Interaction When Users hover the mouse over the SVG plan, interactive information is presented in a table displaying brief details about the area. Using the mouse you can click to stop the interaction, right click to zoom in/zoom out and/or press Ctrl key to pan around the image.

6 Users can also use the displayed details box to navigate to the Asset Register by clicking on the blue active links. The system will advance to the Asset Register details for the selected asset. SVG files are a useful visual tool displaying asset information instantly, however, SVG s do not provide a quality output if printed. Print/Save Multiple Documents Navigate to the Asset Details screen for your chosen asset. Click on the Documents & Images link in the Asset Information Menu. This will display the table of available documents and also display the Print/Save multiple documents for a site boxes. Using this feature, Users can print or save multiple file types stored in SAMIS, saving time and effort. To use this feature simply select the required File Type from the dropdown box. The system will display all the available files matching this request in the Available box. To print or save, click to select the required files from the Available box and move them to the To Print/Save box using the navigation arrows. Single Navigation Arrows Click on the required file and use the single arrows to move each file from the Available box to the To Print/Save box. Alternatively, hold the Shift key down, click to select a group of files, and then use the single arrow to move the selection across to the To Print/Save box. NOTE: Files can be returned to the Available box by using the return arrow. Double Navigation Arrows Use the double arrows to move all files from the Available box to the To Print/Save box. NOTE: Files can be returned to the Available box by using the return arrows. When the selected files are located in the To Print /Save box, Click on the Print or Save button. Print files will be sent to the Users local printer. Save files follow the system prompts to select the save location.

7 3. Reports Standard Reports Port]e[co contains a number of standard reports available to the SAMIS user. Reports ranging from Basic Building Reports to Life Cycle Costing Reports, Pre-Inspection Reports, Room Reports etc Navigate to the Asset Details screen for your chosen asset. Open the Reports Toolbox and select cogn]i[to reports. Running Reports On the cog]i[to Reports screen a table of available reports will be displayed. Click on the required Report Name in the table, the item is highlighted in blue and the run report button becomes enabled. Select the report View as radio button option. * HTML to view the report (displayed as a webpage) * PDF to print the report (displayed using Adobe for printing) Click on run report, The Report will open in a separate window and compile the output using Report Viewer. User's scores are not recorded but they will receive a message recommending whether they need a face-to-face session to brush up on their SAMIS skills. Updated by: Brian Mooney 30 June 2009

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