Module)
)
User)Manual)
1)
Dashboard
...................................................................................................................................
3
2)
Menu
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3
3)
a)
b)
c)
d)
e)
f)
g)
h)
i)
j)
k)
4)
a)
b)
c)
d)
e)
f)
g)
h)
5)
People
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12
a)
Adding
People
.................................................................................................................................................................................
12
6)
a)
b)
c)
1) Dashboard
The
dashboard
provides
access
to
all
the
modules
the
user
is
permitted
to
view.
2) Menu
Throughout
the
ERP,
modules
can
be
navigated
to
using
the
menu
bar
Navigate
to
Change
Navigate
to
View
modules
Password
dashboard
bookmarks
Breadcrumbs
show
where
the
user
is
in
the
ERP
and
how
to
navigate
back
Log out
Bookmark
location
3) Issuing
Documents
a) View
Reference
Reservation
1
Add
a
reference
reservation
List
reference
reservation
5
S
elect
a
category.
6
Select
projects.
Hold
control
or
Command
on
a
Mac
to
select
multiple.
4
Select
recipient.
The
green
plus
adds
and
the
pencil
edits.
2
Select
outgoing
3
Enter
subject
7 Save
c) View
Documents
Search
for
document
by
person,
subject,
file
or
external
reference
Add
document
Filter
documents
by
multiple
criteria
12
Select
document
if
needed
13
Select
transmittal
&
complete
transmittal
data
14
Create
folders
for
upload
using
green
plus
for
attachments.
Make
a
folder
for
each
sub
folder
i.e.
dvd\drawings\new
and
dvd\drawings\new2
15
Save
document
e) Upload Files
1
Select
Files
to
upload
5
Select
next
2
Start
upload
3
Cancel
downloads
if
needed
4
Delete
files
if
needed
f)
Check Document
Reopen
document
record
and
check
all
fields
to
make
sure
they
are
correct.
Preview
the
document
and
transmittal
generated
if
applicable
by
clicking
the
respective
buttons
in
the
top
right
of
the
document.
g) Approve
&
Partly
Lock
Document
Select
documents
for
approval
using
the
checkboxes
in
the
leftmost
column.
Once
selected
rows
will
turn
yellow.
Select
approve
files
from
the
select
box
and
click
go
next
to
it.
j) Issue
Document,
Stamp
With
Issued
Stamp
and
Attach
Stamped
and
signed
transmittal
The
transmittals
need
to
be
stamped
with
the
issued
stamp
and
signed
by
the
issuer.
The
recipient
needs
to
stamp
and
sign
both
transmittals.
The
issuer
and
recipient
keep
a
copy
of
the
transmittal.
Open
the
document
and
in
the
receipts
section
at
the
bottom
a
folder
called
transmittal
must
be
created
and
the
transmittal
needs
to
be
uploaded
to
this.
By
clicking
save
the
user
is
taken
to
the
upload
screen.
For
details
see
section
3e).
4) Receiving
Documents
a) Registering
a
Document
1
Add
date
2
Select
incoming
3
Enter
subject
4
Select
issuer
5
Select
on
behalf
if
needed
6
Select
CC
7
Select
multiple
projects
8
Add
document
if
needed
9
Select
category
10
Add
external
reference
11
Action
date
if
needed
12
Select
document
if
needed
13
Select
transmittal
&
complete
transmittal
data
b) Upload Files
1
Select
Files
to
upload
5
Select
next
2
Start
upload
3
Cancel
downloads
if
needed
4
Delete
files
if
needed
10
d) Approve
&
Partly
Lock
Document
Select
documents
for
approval
using
the
checkboxes
in
the
leftmost
column.
Once
selected
rows
will
turn
yellow.
Select
approve
files
from
the
select
box
and
click
go
next
to
it.
f) Register
Action
To
register
the
action
open
the
document
and
click
reply
/
forward.
The
action
person
is
the
recipient
and
the
others
are
ccd.
h) Distribute
Document
Hard
copy
of
document
needs
to
be
distributed
to
people
in
allocation
/
distribution
stamp.
11
5) People
a) Adding
People
12
6) Retrieving
Documents
a) Opening
a
folder
from
the
document
list
By
clicking
on
a
folder,
a
window
will
open
which
will
allow
downloading
of
individual
files.
By
selecting
a
document
and
selecting
document
history
and
clicking
go
all
documents
related
to
the
current
document
will
be
shown.
From
within
a
document
by
clicking
previous
and
next
the
next
and
previous
documents
in
the
chain
can
be
viewed.
13
7) Generating
Document
Logs
All data in view can be filtered by various criteria until it is in the form that is required for the log.
a) Excel
By
selecting
items,
selecting
download
excel
file
and
clicking
go
an
excel
file
of
the
document
data
is
downloaded.
b) PDF
By
clicking
on
the
print
button
the
print
screen
is
opened.
From
here
orientation
must
be
set
to
landscape
and
must
be
printed
to
a
PDF.
8) Action
Items
On
creation
of
a
document
if
that
document
has
had
an
action
date
added
provided
that
document
will
show
the
action
status
until
a
reply
/
forward
is
done
which
closes
out
the
document.
9) Cancel
Document
To
a
cancel
a
document
open
it
and
click
on
the
cancel
button.
14