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1. NAME Example Photograph Content Item PHOTOGRAPH NUMBER 1234 LOCATION DAFT 1 IMAGE FILE IMG_20110719_201637 jpg IMG 20110719 201637 1 41MB Completed EN Figure 3 12 Upload Progress Bar 4 The OMS system will close the progress bar when the file is successfully uploaded see Figure 3 13 If no name has already been assigned to the content item the Name field will be populated with the uploaded file s name SAVE SAVE amp EXIT CANCEL sef L A iB z uisi EE Selz DCH P NAME Example Photograph Content Item PHOTOGRAPH NUMBER 1234 LOCATION DAFT 1 IMAGE FILE IMG 20110719 201637 jpg DESCRIPTION Figure 3 13 Upload Progress Bar 5 Click the Save and Exit button to save the content item and exit the editor window 3 3 Relocate Content Editors can relocate content within the OMS by coping or moving content items within the TOC Note that the destination TOC node must be of the same template type e g Documents Photographs etc as the source TOC node or the system will display an error message Follow the steps in the appropriate section below to copy of move content 3 3 1 Copy Content 1 Open the content item you wish to copy to view it in the OMS Desktop 3 7 OMSConnect User Manual 3 Editors 2 Click the Copy button on the Action Toolbar see Figure 3 14 BACK REFRESH EDIT IMAP MOVE DELETE NOTES HISTORY PRINT ADD TO CART Figure 3 14 Copy Button 3
2. Figure 2 12 Edit Glossary Term Window 3 The Edit Glossary Term window will close and the Glossary window will refresh to show the modified term name and definition 2 5 4 Delete Glossary Term 1 Click a term name to show its definition in the right hand pane Click the Delete button see Figure 2 15 GLOSSARY x TERMS DEFINITION AI ABCDEFGHIJKLMNOPQRSTUVW acidity idi ee al The quantitative capacity of aqueous solutions to acre foot ac ft neutralize a base measured by titration with a standard solution of a base to a specified end point activated carbon ee e usually expressed as milligrams of equivalent calcium activated carbon adsorption carbonate per liter mg L CaCO3 not to be confused activated carbon treatment with pH Water does not have to have a low pH to have high acidity activated sludge activated sludge loading activated sludge process adsorption adsorption water advanced waste treatment aerated contact bed aerated pond aeration aeration period em Figure 2 13 Glossary Term Delete Button 2 Click OR to confirm the Glossary term deletion The term is removed from the Glossary and the Glossary window refreshes to display without the deleted term 2 6 Content Item Cart OMS users can add content items to a virtual cart for batch downloading to PDF format To add a content item to the cart and download them for viewing printing follow the steps below 2 6
3. ADD SECURITY ROLE NAME New Security Role PERMISSIONS Content Author gt General User Access SAVE RETURN v Att Figure 4 39 Add Security Role Window WARNING By default a new security role has no permissions for any TOC nodes and any user account assigned the new role will not be allowed to login to the OMS Be sure to define role TOC permissions before assigning roles to user accounts see Section 4 5 5 4 5 3 Edit Security Role 1 In the Security Roles window click the name of the role that you wish to edit 2 Change the desired permissions 3 Click the Save button to save all changes made or click the Return button to discard all changes and return to the Security Roles window 4 5 4 Delete Security Role 1 In the Security Roles window click the Delete checkbox of the role that you wish to delete see Figure 4 40 Note that roles already assigned to user accounts cannot be deleted their Delete checkbox is grayed out ALL SECURITY ROLES NAME DELETE Administrator New Security Role Pre Approved Editor NEW ROLE SAVE CHANGES Figure 4 40 Security Role Delete Checkbox 2 Click the Save Changes button then click OK to confirm the role deletion 3 The Security Roles window refreshes no longer displaying the deleted role 4 5 5 Role TOC Permissions Role TOC permissions define the TOC nodes to which a security role has access and the degree of access
4. Child Template Tabular TYPE Text Field D Text Field D ADD CHILD TEMPLATE x Add Child Template Figure 4 26 Add Child Template Window 9 After adding all desired fields and related content click the Save button The All Templates page is ALL TEMPLATES NAME Documents Example List Template This template demonstrates example template configuration options LE SOPs Template to match existing LE SOP template Photographs Schematics NEW TEMPLATE f SAVE CHANGES 4 3 5 Edit Template 1 2 DESCRIPTION n a n a n a displayed with the new template added to the list see Figure 4 27 ENABLED DELETE S lt q S Figure 4 27 New Template Added CONTENT TYPE ES 1 Associated Content Template ENABLED v ASSOCIATED CONTENT ADD ASSOCIATED CONTENT TEMPLATE FIELDS Example Image Field T Example Text Field ADD TEMPLATE FIELD CHILD CONTENT NAME Child Template SAVE f RETURN Image File Text Field TEMPLATE NAME Child Template From the All Templates page click the name of the template you wish to edit to open the Template To edit associated content templates or child content click the Edit button under the Actions column see Figure 4 28 Associated Content Template Single Line tl ACTIONS Delete Figure
5. OMSConnect User Manual 2 All Users 1 For each content item you wish to add to the cart open the content item in the OMS Desktop and click the Add to Cart button on the Action Toolbar see Figure 2 14 BACK REFRESH EDIT MOVE COPY NOTES HISTORY PRINT Figure 2 14 Add To Cart Button 2 After adding all desired content items to the cart click the Download Cart button on the Global Menu see Figure 2 15 gt HIDE TOC SEARCH GLOSSARY gt DOWNLOAD CART gt HELP Figure 2 15 Download Cart Button 3 The Download Cart window appears with a list of the content items added to the cart Click the Remove link to the right of any content items you no longer wish to include in the cart then click the Download All button to initiate the cart download see Figure 2 16 or click the Empty Cart button to remove all content items from the cart BACK REFRESH m DOWNLOAD CART AB MLSS Sampling Procedure Remove OMSConnect Remove DOWNLOAD ALL Figure 2 16 Download Cart Window 4 Click the Save button on the File Download dialog that appears to save the compressed ZIP file to yout computer 5 Open the ZIP file to utilize the content item PDF files downloaded 2 Content Notes Content notes give users a way to contribute comments and questions regarding a content item without needing to edit the content item By default all OMS roles are allowed to enter edit and
6. Q OMSConnect USER MANUAL April 2012 OMSConnect User Manual OMSCONNECT USER MANUAL April 2012 OMSConnect User Manual TABLE OF CONTENTS SES ET EE V ENIRO ONNAN VII VNR PIN 1 1 V FT 1 1 MZ nended AJdiEN G sasia n T E E S 1 1 1 3 Mr 1 1 EE 1 2 EO SA Ee EE 1 3 PEN E 2 1 E ehr e 2 1 2 LOJN COTO re E E 2 1 22 Navigate Gaerne ee eee eee eee ee AA 2 1 DEE EEE 2 2 PA E E e AEEA N EEE A A EE N EE E NEE 2 3 JE ES EN 2 3 252 Add Glossary Vi 2 4 AS amg 0 KE EEE 2 5 254 Delete Glossary EEN 2 6 20 OG RI EN OEE EEE 2 6 NNN 2 7 I PN is ee 2 8 2 ENE 2 8 20 NN EE 2 11 PAS API EE EE EN NR 2 11 RAO PO EEE EE EN EN 2 11 G ng Ee EEE EE 2 12 EN eae cpm tee E cp casi aa toumnea tetas aia E E 3 1 TEEN NT 3 1 3 2 Editor 00 e 3 1 SE NEE 3 1 CEET TEE 3 2 gt NNN 3 3 PONNI 3 3 25 BO NN 3 3 320 EN Ga 0105 00 5 EEE kevtcatvanctunitieetdodestessadl aR 3 5 NNN 3 5 3 2 8 Add Change Content Item SE 3 5 3 3 Relocate Content 3 7 SE el me o e TEE 3 7 ENN 3 8 3 4 3 9 4 1 4 2 4 3 44 4 5 4 6 3 3 3 Reorder Content EE 3 4 1 Internal LINK terbegr Eegeregie 3 42 Web Umk ENEE IEN SON NN 3 9 2 Adding Image Mans 3 5 3 Editing Image Maps 3 0 4 Deleting Image Maps NENNEN 4 ADMINISTRATORS OMS Administration E 4 1 1 Administrator Page cccscssssssssessessesssssrssrsersees TOC En GOA FT ET Ne 4 2 3 Delete TOC Hem 4 2 4 Copy TOC Structure srrrsrrrorrorrenr
7. Select the Security Role from the dropdown and then choose whether the user account should receive Notes emails and whether the user account should be enabled Note that the account must be enabled for a user to login using the new account 4 Click the Save button to create the new user account see Figure 4 33 or click the Return button to cancel the new user account creation and return to the User Accounts window 4 14 OMSConnect User Manual 4 Administrators ADD USER ACCOUNT USER NAME jdoe FIRST NAME Jane LAST NAME Doe EMAIL jdoe email com COMPANY RA Labs Inc POSITION Analyst PASSWORD YIT CONFIRM PASSWORD 0008 SECURITY ROLE Pre Approved Editor Le EMAIL NOTES ENABLED EI EE RETURN Figure 4 33 Add User Account Window 5 The new user account is added to the User Accounts window see Figure 4 34 ALL USER ACCOUNTS USER NAME FULL NAME SECURITY ROLE EMAIL ENABLED DELETE A Adam West Pre Approved Editor awest a com bal admin Administrator admin IPS root B Ben There Pre Approved Editor bthere b com V Jane Doe Pre Approved Editor jdoe email com V preapproved Preapproved User Pre Approved Editor EA preapproved2 Preapproved User 2 Pre Approved Editor V Test Tester T Pre Approved Editor test test com v NEW USER f SAVE CHANGES Figure 4 34 New User Account Added 4 4 2 Edit User Account 1 In the User Accounts window clic
8. The Copy window appears showing the OMS TOC see Figure 3 15 COPY BAR SCREENS x fi Welcome to InfoNet Plant Manual Dry Creek Siphon E Headworks 01 Design Data Process Control Procedures i Enfluent Metering And Control Screenings H Raw Wastewater Pumping Grit Removal Ferric Sulfate i E Schematics El Photographs Equipment Manuals Primary Treatment 02 ElTrickling Filters 03 Secondary Treatment 04 EbNitrifying Trickling Filters 05 i H Nawstarinn Ruildina NAY vi Selected Node None E cance Figure 3 15 Copy Window 4 Navigate to the desired TOC location select the destination node and click the Copy button see Figure 3 16 COPY BAR SCREENS x Plant Manual a E Dry Creek Siphon E Headworks 01 i El Design Data E Process Control i Procedures Enfluent Metering And Control Screenings i Equipment Description i Equipment Controls i Instruments b E Control Strategies El Photographs El Screen Shots D San Wastewater Pumping Grit Removal Ferric Sulfate Schematics Photographs i Equipment Manuals Selected Node Photographs CANCEL Figure 3 16 Copy Window Destination 3 3 2 Move Content You can move content items within the OMS one at a time or in batches Follow the instructions below to perform each kind of move operat
9. Figure 4 13 Figure 4 14 Figure 4 15 Figure 4 16 Figure 4 17 Figure 4 18 Figure 4 19 Figure 4 20 Figure 4 21 Figure 4 22 OMSConnect User Manual Upload pa 100 I CSS IB A EE sqedncuinaeas eens 3 7 COD BUIO EE 3 8 GOY IN 3 8 Copy Window Destination ccccccsscscccsscsscssssecsessscscsecsecsessessessseessessesseseeseesaesassaseesseseeseusaesatsasees 3 8 MOE PI e 3 9 MN 3 9 Move Window estnaton e 3 9 Batch Move Button 3 10 Kieler 3 10 Batch Move Window Selected Items and Destination s s snenenennensnsnrerenenrererenrererernrsrnnrernrens 3 10 Keel le 3 11 Eelere 3 11 Content Item Reordering Arrows EEN 3 11 Reordered Content eme 3 11 MMI 3 12 internal Hyperlink lan ua 3 12 Internal Hyperlink Link To Text 3 13 VED LINK DULO EE 3 13 Biel a due EEE EEE E E N 3 13 NENNE 3 14 TET Button EE 3 15 Administrator TL TN 4 1 TEEN 4 1 Ho Level TOC E dtor Vy 0 UE 4 2 Add Menu Kem D OOM BE 4 2 New TOG N 4 2 AS Changes BUON EE 4 3 EL 4 3 TOG EN Reordering re sagene edda 4 3 Reordered TOC Hems nt 4 3 TOC Item Delete Checkbox cccccccscsccsecssssrssecsesssscsecsecsessesseseeseeseeeceecaesausenseeseeseessascaesaesansaneaeeeess 4 4 OS CIS DoLE EE EEE E net 4 4 CODY Structure BIN ua 4 4 TOG Copy NOGES gonna vert osinlentisssasianessicsaevensdsinieessisdacsusupediereaslatadiiensaninisesdetvedsnmuixtecdstadsceedauescasaisnsesstest 4 5 TOC Copy Destination Node Geleched ue 4 5 COO ET 4 6 Templates Capture Stand
10. Manage Content Link 4 21 OMSConnect User Manual The Manage Content window contains three tabs see Figure 4 45 The purpose of each tab is given below e Submitted User accounts whose assigned role does not have automatic approval permission must have their content approved by an Administrator before that content is made available for viewing by other users Content items waiting for approval appear in the Submitted tab e Checked Out When a user with preapproval permission creates or edits a content item but does not submit it for publication the content item is still considered checked out and is unavailable for other users to edit Checked out items appear in the Checked Out tab for Administrators to view e Deleted Content items that are marked for deletion are automatically moved into the Deleted tab An Administrator then has the ability to recover any content that was accidentally marked for deletion ot the Administrator can permanently delete destroy that content MANAGE CONTENT Submitted 1 Checked Out 10 Deleted 0 NAME CLICK TO PREVIEW TEMPLATE APPROVE REJECT Image 1 Photographs E 8 SAVE CHANGES Figure 4 45 Manage Content Window 4 6 1 Submitted Content 1 Click the Submitted tab in the Manage Content window All unapproved content items appear in a list 2 To preview a content item click on its name preview of the content item appears in a new window 3 To approve a co
11. Pane will appear shaded blue and the iMap tools pane fields will be populated with any existing information associated with the selected image map SS Modify the image map field information as desired Se To specify a new location for the map select the new location on the image mapping area Click the Save button p 3 5 4 Deleting Image Maps 1 Select the map you wish to delete by clicking its name in the existing maps field or clicking its region button in the image mapping area 2 Click the Delete button 3 15 OMSCONNECT USER MANUAL 4 ADMINISTRATORS 4 1 OMS Administration Before administering the OMS you must have a valid system account Your administration rights will depend on the user role assigned to your account If you do not have an OMS account or do not know your account s user role please contact your system administrator 4 1 1 Administrator Page The Administrator Page contains links to all of the administrative functions for managing the OMS To access the Administrator page click the Administrator button on the System Toolbar see Figure 4 1 LOGOUT ADMINISTRATOR 3 Figure 4 1 Administrator Button 4 2 TOC Editor The Table of Contents TOC Editor allows Administrators to modify the OMS Table of Contents Administrators can add edit or delete items in existing sections or expand the manual by creating copying entire TOC sections The TOC is built by templat
12. Permissions Window The TOC Pane is an exact copy of the main OMS TOC Explorer and is navigated in the same fashion When the Role TOC Permissions window first opens you will see the top level TOC nodes listed in the Items Editor When you select a node in the TOC Pane its subnodes appear in the Permissions Editor TOC nodes with inherited permissions appear with a gray background while nodes with explicitly defined permissions appear with a blue background To define role TOC permissions for a role follow these steps 1 On the Security Roles page click the name of the role whose TOC permissions you wish to edit 2 Click the Table of Contents group then click the Edit Permissions link see Figure 4 42 EDIT SECURITY ROLE NAME New Security Role PERMISSIONS Administrator Content Author gt General User Access v Table of Contents SAVE RETURN Figure 4 42 Edit Permissions Link 4 20 OMSConnect User Manual dministrators 3 The Role TOC Permissions window appears Navigate to the desired TOC area using the TOC Pane 4 Assign TOC node permissions as desired To remove explicitly defined permissions on a node De reset it to inherit permissions click the Clear link on the right of the node s list row see Figure 4 43 EDIT TABLE OF CONTENTS TOC PERMISSIONS Permissions for New Security Role Security Role ff Root INHERITED PERMISSIONS READ CREATE
13. and load documents and images Editors can be designated either pre approved changes made are immediately committed or not pre approved changes must be approved by an Administrator before being committed Administrator Administrators are responsible for the overall management of the OMS system They are responsible for reviewing and approving content to be displayed in the system and can recover any content previously marked for deletion Administrators have the same privileges as Editors and can additionally permanently delete content define the TOC node structure and manage user accounts and system security OMSConnect User Manual 1 Introduction 1 5 OMS Visual Layout The OMS is divided into six distinct functional areas labeled and described in Figure 1 1 below Ed OMSConnect OMSCONNECT CLIENT TESTING SITE an Inflection Point Solutions produc gt HIDE TOC gt SEARCH gt GLOSSARY gt DOWNLC AD CART gt HELP MONDAY MARCH 12 2012 BACK REFRESH EDIT PRINT ADMINISTRATOR LOGOUT f Home i LATEST UPDATES E Treatment Sandbox NAME ACTION DATE TIME Wastewater Treatment Plant WWTP Ryan Test Excel Created 3 12 2012 2 10 39 PM KWT Tests i LE SOPs Created 3 6 2012 3 47 33 PM Start Up Shutdown G NJW Tests word test Created 2 23 2012 1 46 41 PM LE SOPs Created 2 22 2012 4 26 22 PM TB Test Pix Created 2 22 2012 3 48 05 PM Test Created 2 22 2012 2 31 15 PM AB MLSS Sampling Procedure Updated 2 22 2012 11 4
14. navigated in the same fashion When the TOC Editor first opens you will see the top level TOC nodes listed in the Items Editor When you select a node in the TOC Pane its subnodes appear in the Items Editor New nodes are added to the TOC Pane as subnodes of either the top level node or any of its subnodes 4 2 1 Add TOC Item 1 Inthe TOC Pane navigate to the section to which you want to add new items 2 Click the Add Menu Item button in the Items Editor see Figure 4 4 TREATMENT MENU ITEMS ORDER NAME TEMPLATE DELETE SAVE CHANGES 200 MENU TEM Figure 4 4 Add Menu Item Button 3 Anew TOC item row will appear see Figure 4 5 To add more than one item at a time click the Add Menu Item button as many times as needed to create the number of items desired TREATMENT MENU ITEMS ORDER NAME TEMPLATE DELETE i oo SAVE CHANGES g ADD MENU ITEM Figure 4 5 New TOC Item Row 4 For each new item enter the item name and select its template type from the dropdown 5 When finished adding items click the Save Changes button see Figure 4 6 4 2 OMSConnect User Manual A TREATMENT MENU ITEMS ORDER NAME TEMPLATE DELETE Cover D S 1 New Cover Hodel EE ADD MENU ITEM Figure 4 6 Save Changes Button 4 2 2 Edit TOC Item 1 Inthe TOC Pane navigate to the section in which you want to edit existing items 2 To change an item name simply edit the name text in the Name field 3 To cha
15. template fields click the Save button to return to the main template window 4 10 OMSConnect User Manual ADD ASSOCIATED TEMPLATE x Add Associated Template Template Fields dministrators NAME Associated Content Template NAME TYPE OPTIONS Vendor Name Text Field x Multi Line Vendor Manual Document File D Figure 4 24 Associated Template Fields 6 Inthe main template window add main template fields the same way you would add associated content fields see Figure 4 25 CONTENT TYPE List E ENABLED ASSOCIATED CONTENT NAME TEMPLATE NAME ACTIONS DELETE 21 Associated Content Template Edit ADD ASSOCIATED CONTENT TEMPLATE FIELDS Image File Text Field Single Line ADD TEMPLATE FIELD CHILD CONTENT ADD CHILD CONTENT SAVE ig RETURN Figure 4 25 Main Template Fields 7 To adda child template click the Add Child Content button The Add Child Template window appears Enter the child template name and description and select whether it should display in a tabular ot inline fashion Click the Save button to create the child template 8 Add child template fields the same way you would add associated content fields or main template fields Click the Save button to return to the main template window see Figure 4 26 4 11 OMSConnect User Manual 4 Administrators Response ADD TEMPLATE FIELD
16. the Hide Hot Spots hyperlink see Figure 2 27 FIG5000 1 a G Hide Hot Spots Last Updated February 10 2012 by kthompson Figure 2 27 Hot Spots Visible 2 11 Help 1 Click the Help button on the Global Menu see Figure 2 28 gt HIDE TOC gt SEARCH gt GLOSSARY gt DOWNLOAD CART gt HELP Figure 2 28 Help Button 2 The OMS help documentation is displayed in a new window 2 12 OMSCONNECT USER MANUAL 3 EDITORS 3 1 OMS Editing Before editing content items in the OMS you must have a valid system account Your editing rights will depend on the user role assigned to your account If you do not have an OMS account or do not know your account s user role please contact your system administrator 3 2 Editor Window The editor window allows the user to enter and extensively format template specific data within a web form Its contents are determined by the template type being edited 3 2 1 Visual Layout Figure 3 1 below shows the visual layout of an example editor window for editing a Photograph template 1 2 3 SAVE SAVE amp EXIT CANCEL NAME IMAGE FILE DESCRIPTION Figure 3 1 Editor Window 1 Editor Window Toolbar The Editor Window Toolbar presents all the functions for formatting and saving content The formatting tools appear above the form fields and are automatically activated when you click your mouse inside a form field To apply or remove content formatting hi
17. 2 7 HE NB 2 17 EN NEI 2 8 FAEN FNS 2 9 Figure 2 20 Save Edited Note ENEE 2 9 FoU 221 EET NNN ee 2 10 FOUE 2 22 DENE 2 10 Sift PSOV BUO EEE NE 2 11 Figure 2 24 History Window cccceccscsccsssssssscsesssscsecseseecsessessescassascaeseeseesseseesascassaeseeseeseeseesassaesaesaesansaeseass 2 11 FOUG 229 d BUIO EE NE NN 2 11 Figure 2 26 Show Hot Spots ren la 2 12 Figure 227 HotSpots VISNE ae 2 12 Figure 2 28 Help Button EE ecw anesirgstaasdeneprc en acideteosacereas 2 12 Figure 3 1 CAMO leie EEE AIDAR EEEE Sa ESR E EEES 3 1 Figure 3 2 Save and Submit Gre e 3 3 EN INN 3 3 Figure J SUMMON GCS ae eek 3 3 EN Balech Upload BURON et cee serge eed cata ea tess rcs cess eos ee esse es neces eens ce 3 4 EN BIN 3 4 Figure 3 7 Batch Upload Window Populated e 3 4 Figure 3 8 Batch Upload Progress BANS asset een 3 5 Figure 3 9 TSG EOIN EEE EE 3 5 Figure 3 10 Delete BURON issia erensia EREE POE aE a aar aE aSa ENAR AES ERASERS 3 5 Figure 3 11 PIN 3 6 Figure 3 12 Upload Progress BT LP 3 7 Figure 3 13 Figure 3 14 Figure 3 15 Figure 3 16 Figure 3 17 Figure 3 18 Figure 3 19 Figure 3 20 Figure 3 21 Figure 3 22 Figure 3 23 Figure 3 24 Figure 3 25 Figure 3 26 Figure 3 27 Figure 3 28 Figure 3 29 Figure 3 30 Figure 3 31 Figure 3 32 Figure 3 33 Figure 4 1 Figure 4 2 Figure 4 3 Figure 4 4 Figure 4 5 Figure 4 6 Figure 4 7 Figure 4 8 Figure 4 9 Figure 4 10 Figure 4 11 Figure 4 12
18. 4 28 Template Edit Buttons 4 12 OMSConnect User Manual 4 Administrators 3 To change main template fields simply edit the desired fields directly Note that only the Name and Options fields can be modified 4 To delete template fields either check the box under the Delete column or click the Delete button under the Actions column see Figure 4 29 ASSOCIATED CONTENT Si Assocaited Template Example Assocaited Template Example Edit TD ADD ASSOCIATED CONTENT TEMPLATE FIELDS Si Example Image Field Image File o gt 2 Example Text Field Text Field Single Line E CHILD CONTENT NAME TEMPLATE NAME ACTIONS Child Template Child Template Edit Figure 4 29 Delete Options 5 Click the Save button to save changes and return to the All Templates window 4 3 6 Delete Template Deleting a template doesn t affect existing TOC nodes or contents that are based on the template Once a template has been deleted it will no longer appear in the list of template types available in the TOC Editor and therefore cannot be used in the future To delete a template follow these steps 1 From the All Templates window check the Delete checkbox next to the template you wish to disable see Figure 4 30 2 Click the Save Changes button to save all changes made ALL TEMPLATES NAME DESCRIPTION ENABLED DELETE Documents n a Mi E Example List Template This template demonstrates exampl
19. 8 08 AM Cultivating Communities of Practice v2 Created 2 22 2012 11 31 30 AM test Created 2 20 2012 1 06 40 PM Sandbox Updated 2 15 2012 12 23 26 PM LE SOPs Updated 2 15 2012 12 21 59 PM Test PPTX Created 2 14 2012 12 40 39 PM Test PPT Created 2 14 2012 12 40 17 PM Figure 1 1 OMS Visual Layout 1 Title Bar The Title Bar displays the OMS facility title 2 TOC Explorer The Table of Contents TOC Explorer displays the OMS navigation tree which contains a hierarchically organized collection of nodes 1 e chapters or areas and is the primary method of navigating the OMS The user accesses the OMS data by clicking the desired node in the TOC Explorer Content associated with the selected node is displayed in the OMS Desktop and if subnodes are present the TOC Explorer expands to display them 3 Action Toolbar The Action Toolbar contains menu buttons used to manipulate the data on the OMS Desktop The buttons displayed are context sensitive depending on the type of data displayed in the OMS Desktop The Action Toolbar buttons available to all users are e Back Works like the Back button on the web browser It is used specifically to navigate back through content previously displayed in the OMS Desktop e Refresh Redraws the OMS Desktop to display changes made to the currently displayed content e Notes Opens the Notes window to compose or view notes regarding the content item currently displayed in the OMS Deskto
20. RT Figure 2 23 History Button 3 The History window appears with a list of the actions performed on the current content item see Figure 2 24 HISTORY ACTION DATE TIME TAKEN BY Updated 2 22 2012 3 49 PM admin Created 2 8 2012 4 28 FM admin Figure 2 24 History Window 2 9 Print 1 Navigate to the desired TOC location and open the content item you wish to print 2 Click the Print button on the Action Toolbar see Figure 2 25 BACK REFRESH EDIT IMAP MOVE COPY DELETE NOTES HISTORY PRINT ADD TO CART Figure 2 25 Print Button 3 The content item opens in a new window as a printable PDF file Click the print button within your PDF viewing software to print the content item 2 10 Hot Spots Hot Spots are areas on a picture that contain a hyperlink They are also called iMaps short for image maps Clicking on a Hot Spot takes the user to the linked location Hot Spots are useful to describe parts of the picture or as visual links 1 Inthe OMS Desktop when you view a Photograph or Schematic whose image has been iMapped the resulting hot spots can be made visible by clicking the Show Hot Spots hyperlink see Figure 2 26 2 11 OMSConnect User Manual 2 All Users FIG5000 1 Show Hot Spots Last Updated February 10 2012 by kthompson Figure 2 26 Show Hot Spots Hyperlink 2 The OMS Desktop will refresh showing the image hot spots as red dashed rectangles To hide the hot spots again click
21. UPDATE DELETE eu aes EE ee eS rr en ElTreatment Wastewater Treatment Plant WWTP H Sandbox E Wastewater Treatment Plant READ CREATE UPDATE DELETE i WWT P amp Preliminary Treatment Preliminary Treatment IV Vi d VI Clear Primary Treatment Primary Treatment Ia fall E F D Se Se Sa EE Secondary Treatment VI di d EA i ElDisinfection tet og Dechlorination Disinfection vi Iv I v Clear E Solids Handling Dechlorination v Vi vi E Clear EHibrary Solids Handling E E E E Clear H KWT Tests Library d V VW ka Clear 7 Start Up Shutdown E NJW Test Ee SAVE CHANGES CANCEL Figure 4 43 Clear Permissions Link 5 Click the Save Changes button to apply the permissions changes made or click the Cancel button to discard all changes 6 Click the X button at the top right of the Role TOC Permissions window to return to the Edit Security Role window 4 6 Manage Content The OMS includes tools and security policies that allow Administrators to control OMS content Principal among these tools are the Manage Content tools To open the Manage Content window click the Approve Recover Content link on the Administrator Page see Figure 4 44 BACK REFRESH m MANAGE SYSTEM Table of Contents TOC Editor Template Builder m MANAGE USER ACCESS Manage User Accounts Manage Security Roles MANAGE CONTENT Approve Recover Content Figure 4 44
22. al Primary Treatment Secondary Treatment Disinfection 7 Dechlorination Solids Handling ELLibrary E KWT Tests Start Up Shutdown Figure 3 28 Internal Hyperlink Window 4 Navigate to the TOC location you wish to link to The TOC nodes and content items under the selected location will appear in the right pane 5 To preview any item listed click the Preview link under the desired content item The item preview will open in a new window 6 To select the TOC node or content item to link to click the Select hyperlink under the desired link location 7 After selecting the link destination the Link to text will appear at the bottom left of the Internal Hyperlink window Click OK to save the link or click Cancel to discard the link see Figure 3 29 3 12 OMSConnect User Manual 3 Editors INTERNAL HYPERLINK Xx fi Home Treatment Sandbox E Wastewater Treatment Plant WWTP Preliminary Treatment E Screenings Standard Operating Procedures GE Water Pumping EI Grit Removal Primary Treatment Secondary Treatment Disinfection Dechlorination _ Solids Handling E Library KWT Tests Start Up Shutdown Link To AB MLSS Sampling Procedure A Standard Operating Procedures Select Location AB MLSS Sampling Procedure Preview Select Figure 3 29 Internal Hyperlink Link To Text 3 4 2 Web Link 1 Highlight
23. ally long name 6 Item 3 7 1025 space 5_226_200d7 sdgdsf sdf dsfg sdfgsdfg sdfg sdf gs gdf gdfs gs dfsgdfgs dfg I SAVE ORDER RETURN RESET ORDER TO ALPHABETICAL Figure 3 26 Reordered Content Items 6 To return to the OMS Desktop without saving ordering changes click the Return button To reset the content items order to standard alphabetical order click the Reset Order to alphabetical button 3 11 OMSConnect User Manual 3 Editors 3 4 Hyperlinks The OMS provides tools that allow you to create embedded links in the content item text and supports both internal links and web links Internal links are links to TOC nodes and content items within the OMS while web links point to external information sources such as vendor websites 3 4 1 Internal Link 1 Highlight the text you want to link in the editor window 2 Click the Internal Link button on the Formatting Toolbar see Figure 3 27 an Ar Ale 1 ui SIS Figure 3 27 Internal Link Button e DEI P 3 The Internal Hyperlink window appears displaying the OMS TOC hierarchy in the left pane of the window see Figure 3 28 INTERNAL HYPERLINK X fh Home Standard Operating Procedures ETreatment Select Location H Sandb m JandDox AB MLSS Sampling Procedure E Wastewater Treatment Plant WWTP Preview Select i Preliminary Treatment A Screenings i E Standard Operating Procedures i Raw Water Pumping EI Grit Remov
24. ap button in the Action Toolbar see Figure 3 33 BACK REFRESH EDIT IMAP MOVE COPY DELETE NOTES HISTORY PRINT ADD TO CART Figure 3 33 iMap Button 3 The iMap window will appear 4 When you are finished with the iMap window click the Back button on the Action Toolbar to return to the OMS Desktop 3 5 2 Adding Image Maps 1 Select the type of image map desired from the Map Type dropdown control 2 To create a region map drag your mouse across the image mapping pane area to outline the area you wish to map For button maps click the desired button location on the image 3 Inthe Name field enter a unique name for the map Button maps will only accept up to 2 characters 4 Inthe Description field enter text describing the map This text will appear when a user hovers the mouse above the map in the OMS Desktop 5 To add an internal link to your image map click the Select button and select the link destination see Section 3 4 1 for a description of how to select internal links 6 Click the Save button The name of your new image map will appear in the existing maps field and its location on the image will appear as a blue outline for region map or blue button for button maps over the image 3 9 3 Editing Image Maps 1 Select the map you wish to edit by clicking its name in the existing maps field or clicking its region button in the image mapping area 2 The image map location in the Image Mapping
25. ard Information c ccccccscscsssssesssssssssscsecsecsessessessessesesecaecaesansansenseess 4 6 Template Builder sinan 4 7 Associated Content EE 4 8 11 69 9 o EEE EEE E A E 4 8 KEN Ve Pile e BUO EEE EE EE 4 9 Add Template MI Se 4 9 Template Options ccccccssssssssccsscsecsecsrssessessesascsecsecsesseseeseeseessaesaecarseeseeseeseaseassaecaesansansansenses 4 10 vi Figure 4 23 Figure 4 24 Figure 4 25 Figure 4 26 Figure 4 27 Figure 4 28 Figure 4 29 Figure 4 30 Figure 4 31 Figure 4 32 Figure 4 33 Figure 4 34 Figure 4 35 Figure 4 36 Figure 4 37 Figure 4 38 Figure 4 39 Figure 4 40 Figure 4 41 Figure 4 42 Figure 4 43 Figure 4 44 Figure 4 45 Figure 4 46 Figure 4 47 Figure 4 48 OMSConnect User Manual Add Associated Template Wumdow 4 10 Associated Template EE EE 4 11 Main Template TE 4 11 Add Child Template Wmdow 4 12 New Template 0 00 EE 4 12 Hl EH ole E Inte CN 4 12 PE TIN ae ne ee ee 4 13 Deleie Checkbon CIEE 4 13 Manage User Accounts Link beten erf iere ie Dest Eededech 4 14 NU BUNOT EE 4 14 Add User Account ao EN EE 4 15 MENE Account Added EE E AAE NEA 4 15 Security Role Permissions Override Options rrrrrnrrnranrenrenrnvrnvrrvrrvervannervannnnrrnrrnrrvennesrenrensenennnn 4 16 User Account Delete Checkbox rrrnrararvervrnvrnnrrnrenvesvervenvervenvennennrenvesresvesvesvenvenneensensesresvesvennenn 4 16 ERE 4 17 New Role PIN 4 18 Add Security Role W
26. art up shutdown TOC node is marked as the destination see Figure 4 14 TABLE OF CONTENTS TOC EDITOR x ft Home i 1 Preview the selected menu structure ETreatment Sandbox The following menu item and all menu items below it will be copied ef eren Treatment Plant Wast ter Treatment Plant WWTP i Preliminary Treatment E KWT Tests i El Primary Treatment AF Start Up Shutdown E NJW Tests Secondary Treatment Disinfection 7 Dechlorination Solids Handling E Library 2 Select a destination Use the tree view on the left to select a destination for the copied menu items 3 Copy the menu structure The Wastewater Treatment Plant WWTP menu structure will be copied to the following location Start up shutdown or fetal Figure 4 14 TOC Copy Destination Node Selected 5 Click the Copy button to copy the original TOC node and all of its subnodes under the selected destination node see Figure 4 15 Click the Cancel button if you wish to abort the TOC copy operation 4 5 OMSConnect User Manual 4 Administrators TABLE OF CONTENTS TOC EDITOR x be Gol 1 Preview the selected menu structure EH Treatment Sandbox The following menu item and all menu items below it will be copied ry El Wastewater Treatment Plant Wastewater Treatment Plant WWTP edel Preliminary Treatment i El Primary Treatment FrStart Up Secondary Treatment ve Ten E Disinfection BRAL Tests Dech
27. ate type into the main content Figure 4 19 below shows a content item with the repeating Step Response table at the bottom PLANT STAFF P CARD PROCESS AUTHOR Alyssa Goodson REVIEW DATE 9 2011 DESCRIPTION This Process should be followed by every employee every month OPERATING GOALS Even if you have ZERO charges for the month the Department Assistant must receive a copy of your statement one copy is fine no P Card envelope is needed RELATED DOCUMENTS COE GLI Code STEP RESPONSE PHOTOGRAPH 01 0 Receive email from Wells Fargo letting you know that your statement is ready Start for review 02 0 Reconcile your statement online with Wells Farqo Reconcile online 03 0 Print 2 copies of your statement Copy Statement 04 0 Gather all ORIGINAL receipts for charges on this statement Original Receipts Figure 4 19 Child Objects 4 3 4 Create Template 1 Click the New Template button on the All Templates page see Figure 4 20 OMSConnect User Manual ALL TEMPLATES MAME DESCRIPTION ENABLED DELETE Documents n a E LE SOPs Template to match existing LE SOP template El Photographs n a El Schematics n a Fi El Figure 4 20 New Template Button 2 The Add Template window appears Enter the template name and description in the boxes provided choose whether the template will be a List or Single template then click the Save button to create the template see Figure 4 21 Click the Return button i
28. bmit Changes to post the changes and clear the item s checked out status If you do not wish to submit the edited content click Undo Checkout to discard all changes 3 2 5 Batch Upload The batch upload feature is used to add multiple content items to the OMS quickly and efficiently All content items added with a batch upload must be of the same template type For example a batch upload of content items into a Photographs TOC node must all be supported image types e g jpg gif png To perform a batch upload perform the following steps 1 Navigate to the desired TOC location OMSConnect User Manual 3 Editors 2 Click the Batch Upload button on the Action Toolbar see Figure 3 5 Back Refresh New Reorder Batch Move Figure 3 5 Batch Upload Button 3 The Batch Upload window appears with basic guidelines for batch uploading Click the Browse button see Figure 3 6 process Browse About Batch Uploading BATCH UPLOAD x The default name for each item will be the same as the file name without the extension e g Purnp gif will be named Pump for each item Click Browse to select multiple files then click Upload to complete the Figure 3 6 Batch Upload Window 4 Select all files that you wish to batch upload from the file selection window and click the Open button You can select multiple files with Ctrl click or Shift click combinations 5 Revie
29. d contains multiple objects data will be displayed in a tabular format so that the user can select a row for further evaluation 5 Global Menu The Global Menu provides additional menu selections that are available regardless of content displayed These are Hide TOC Show TOC Hides or shows the TOC Explorer depending on its current state Search Opens the Search window to enable the user to search OMS content based on keywords template type and author Glossary Allows the user to view and edit Glossary entries Download Cart Allows the user to view edit and download the list of content items added to the catt Help Opens the OMS help documentation 6 System Toolbar The System Toolbar is displayed above the OMS Desktop It contains general system selections that are available regardless of content displayed The selections displayed are context sensitive depending on the security role of the user The possible menu selections are Administrator Displays system configuration tools in the OMS Desktop This option will not be displayed for users whose user role does not include administrative privileges e g Guest users Logout Allows the user to logout of the system and return to the login screen OMSCONNECT USER MANUAL 2 ALL USERS 2 1 Using the OMS Before using the OMS you must have a valid system account Your viewing rights will depend on the user role assigned to your account If you d
30. d not File formats supported by the OMS include OMSConnect User Manual e Documents pdf doc dot docx dotx xls xlt xlsx xltx ppt Dot pptx potx dwg dwf e Images gif jpe jpeg jpg png bmp dwg dwf e Video wmv avi Please check with your system administrator to determine which file formats are supported by your web browser environment before uploading files to the OMS Note that the ideal image size for Photographs and Schematics is 700x400 pixels when viewing the OMS with a 1024x768 screen resolution Any template which supports file attachments is easily identifiable by the Browse button on the right side of the file upload field see Figure 3 1 To add a content item file follow these steps 1 Open the content item you wish to edit in the editor window see Section 3 2 6 This example uses a Photograph template for illustration 2 Click the Browse button and navigate to the file you wish to upload see Figure 3 11 SAVE SAVE amp EXIT CANCEL ise H Mie 7 ulv is Eis e rb ale P NAME Example Photograph Content Item PHOTOGRAPH NUMBER 1234 LOCATION DAFT 1 IMAGE FILE R DESCRIPTION Figure 3 11 Browse Button 3 The editor window will show the file s upload size and current upload progress You may cancel the file upload by clicking the red X button see Figure 3 12 3 6 OMSConnect User Manual SAVE SAVE amp EXIT CANCEL
31. dow All content items marked for deletion appear in a list To preview a content item click on its name A preview of the content item appears in a new window To select a content item click its Select checkbox see Figure 4 48 MANAGE CONTENT Submitted 0 Checked Out 10 Deleted 1 NAME CLICK TO PREVIEW TEMPLATE SELECT Image 1 Photographs RECOVER SELECTED DESTROY SELECTED Figure 4 48 Deleted Item Select Checkbox To recover the selected items click the Recover Selected button The selected content items will be restored to their original TOC location To permanently delete the selected items click the Destroy Selected button then click OK to confirm WARNING Once content items have been permanently deleted destroyed they cannot be recovered 4 23
32. e iMap window for creating a new image map when clicked Map Type Allows the user to choose the kind of map to create region or button map Name Allows the user to add or edit a name for the current image map button map will only display the first two characters of the text entered here Description Contains the text shown when a user hovers over the image map region or button in the OMS Desktop Link Reference Displays the name of the internal link defined for the mapped region Select Opens a window to select the location of the internal link the current image map references Clear Clears the internal link reference for the current image map Save Saves all changes made to the current image map Delete Deletes the currently selected image map This button only appears when a map has been selected by clicking its name in the existing maps list or by clicking its region or button in the image mapping pane Image Mapping Pane The Image Mapping Pane displays the image being mapped and a graphical representation of the individual region or button maps defined OMSConnect User Manual 3 5 1 Opening iMap The iMap button will be displayed on the Action Toolbar when viewing any object template that has image mapping capabilities e g Covers Photographs and Schematics To create or edit an existing image map follow these steps 1 Navigate to the desired iMap enabled content 2 Click the iM
33. e template configuration options V LE SOPs Template to match existing LE SOP template PA Ia Photographs n a Il CT Schematics n a PA CT NEW TEMPLATE f SAVE CHANGES Figure 4 30 Delete Checkbox 4 13 OMSConnect User Manual 4 4 Manage User Accounts User accounts are the primary authentication mechanism in the OMS From the User Accounts window Administrators can add edit or delete user accounts To access the User Accounts window click the Manage User Accounts link on the Administrator window see Figure 4 31 BACK REFRESH MANAGE SYSTEM Table of Contents TOC Editor Template Builder MANAGE USER ACCESS Manage User Accounts Manage Security Roles MANAGE CONTENT Approve Recover Content Figure 4 31 Manage User Accounts Link 4 4 1 Add User Account 1 Click the New User button in the User Accounts window see Figure 4 32 ALL USER ACCOUNTS USER NAME FULL NAME SECURITY ROLE EMAIL ENABLED DELETE A aa Pre Approved Editor a a com d admin Administrator admin IPS root B bb Pre Approved Editor b b com d preapproved Preapproved User Pre Approved Editor d preapproved2 Preapproved User 2 Pre Approved Editor iv Test Tester T Pre Approved Editor test test com EA New user p SAVE CHANGES Figure 4 32 New User Button 2 Enter the user information in the Add User Account window text fields You ate required to enter text into the User Name Email and both Password fields 3
34. enrrnrrvrrverresrenrenrnnn Template Bulder 4 3 1 Templates Overview cccccccsssssssesssssccsecseseeeeeeeeees 4 3 2 Associated Content 4 3 3 Child Objects nrsrorrrrervrnnrnnrsnrrsrerrervervennesnnsnrerrerservense 4 3 4 Create Template e snenneneneeneneneersrerersreriersrerrsrsrerrsess 155 FM 4 3 6 Delete Template Manage User Accounts s enennennsennensnseinsrsrinrsrnrinrernrisrsrerenrns 4 4 1 Add User Account 4 4 2 Edit User nl 4 4 3 Delete User Account Manage Security HRoles 4 5 1 Security Roles Cverview 4 5 2 Add Security Role Lunnan 4 5 3 Edit Security Role ENEE 4 5 4 Delete Security Role rrrsrrraranronrenrenrrnrrvrsvervenrenrenrnnr 4 5 5 Role TOC Permissions rnrrrnrrrrrrvrrvervrrvrnvrenrerrerververnnr Manage Content EE ES 4 6 1 Submitted Content 4 6 2 Checked Out Content 4 6 3 Deleted Content OMSConnect User Manual OMSConnect User Manual LIST OF FIGURES UTV OMS AAN 1 3 Figure 2 1 Login Dialog EE OE EE OE 2 1 Figure 2 2 Ered 2 1 Figure 2 3 TOC ele 2 2 Foure 24 Sech BURON EE OR i 2 2 FEE eeN OS EEE EEE ER 2 2 Wille 2 3 Figure 2 Glossary PN 2 3 EL 40 UN ed 2 4 FE MTP EE 2 4 Figure 2 10 New Glossary Term VWumdow 2 5 Figure 2 11 Glossary Term Edit Button 2 5 Figure 2 12 Edit Glossary Term Wimdow ENEE 2 6 Figure 2 13 Glossary Term Delete Button 2 6 Figure 2 14 Add TOBIN ae 2 7 Figure 2 15 Download Cart Button 2 7 Figure 2 16 Download Cart VWumdow
35. er deletion The User Accounts window refreshes and no longer displays the deleted user Please note that user accounts are not removed from the system database because they may still be needed as references to other information in the system but can no longer be used to gain access to the OMS 4 5 Manage Security Roles Security roles are the primary permissions mechanism in the OMS To open the Security Roles window click the Manage Security Roles link on the Administrator Page see Figure 4 37 4 16 OMSConnect User Manual BACK REFRESH EH MANAGE SYSTEM Table of Contents TOC Editor Template Builder m MANAGE USER ACCESS Manage User Accounts Manage Security Roles MANAGE CONTENT Approve Recover Content Figure 4 37 Manage Security Roles Link 4 5 1 Security Roles Overview Security roles define which actions users can perform within the OMS and the degree of access granted to the OMS TOC areas Administrators can allow or deny each permission for a given role The security role permissions available are listed by permission group below Administrator Create Template The role is allowed to create new templates Delete Template The role is allowed to disable templates Destroy Content The role is allowed to destroy content items marked for deletion Edit Table Of Contents The role is allowed to use the TOC Editor to modify the OMS TOC Edit Table Of Contents Permissions The role
36. erm a Dra Figure 2 10 New Glossary Term Window 3 The New Glossary Term window will close and the Glossary window will refresh to show the new term 2 5 3 Edit Glossary Term 1 Click a term name to show its definition in the right hand pane Click the Edit button see Figure 2 11 e GLOSSARY x TERMS DEFINITION AI ABCDEFGHIJKLMNOPQRSTUVW acidity idi SORRY S The quantitative capacity of aqueous solutions to me acre foot ac ft neutralize a base measured by titration with a E E standard solution of a base to a specified end point usually expressed as milligrams of equivalent calcium carbonate per liter mg L CaCO3 not to be confused activated carbon treatment with pH Water does not have to have a low pH to have high acidity activated carbon adsorption activated sludge activated sludge loading activated sludge process adsorption adsorption water advanced waste treatment aerated contact bed aerated pond aeration aeration period S DELETE Figure 2 11 Glossary Term Edit Button 2 The Edit Glossary Term window appears Make any desired changes to the Term and Definition fields then click the Save button see Figure 2 12 or click the Cancel button to discard all changes to the current term OMSConnect User Manual 2 All Users GLOSSARY x EDIT GLOSSARY TERM TERM New Term Extended Definition DEFINITION This is the extended definition of a term
37. es Templates are the blueprints for the content items Each TOC node has its own template type and therefore all content items created under that node will have to correspond to that template The next section 4 3 talks about templates in more details including instructions on how to create and modify them To open the TOC Editor window click the Table of Contents TOC Editor link on the Administrator Page see Figure 4 2 To close the TOC Editor window click the X at the top right of the window BACK REFRESH MANAGE SYSTEM Template Builder EH MANAGE USER ACCESS Manage User Accounts Manage Security Roles MANAGE CONTENT Approve Recover Content Figure 4 2 TOC Editor Link OMSConnect User Manual Ae AA minis ZG AMIN Te PUREE EEE Pie a The TOC Editor has two main areas the TOC Pane on the left and the Items Editor on the right see Figure 4 3 TABLE OF CONTENTS TOC EDITOR x ffi Root HOME MENU ITEMS E Home ORDER NAME TEMPLATE DELETE D zen ibak 1 Treatment Photographs H Wastewater Treatment Plant 2 Sandbox Cover a WWTP E KWT Tests 3 Wastewater Treatment Plant WWTP Overview E E Start Up Shutdown 4 KWT Tests Cover lal NJW T FI PE 5 start up shutdown Cover a 6 NIW Tests Cover m SAVE CHANGES f ADD MENU ITEM f COPY MENU STRUCTURE Figure 4 3 Top Level TOC Editor Window The TOC Pane is an exact copy of the main OMS TOC Explorer and is
38. f you wish to cancel template creation ADD TEMPLATE NAME Example List Template DESCRIPTION This template demonstrates example template configuration options CONTENT TYPE List Single SAVE RETURN Figure 4 21 Add Template Window 3 After the template is created additional template options appear to enable the template and to specify associated content template fields and child content see Figure 4 22 4 9 OMSConnect User Manual 4 Administrators ADD TEMPLATE NAME Example List Template DESCRIPTION This template demonstrates example template configuration options CONTENT TYPE List ENABLED B ASSOCIATED CONTENT ADD ASSOCIATED CONTENT TEMPLATE FIELDS ADD TEMPLATE FIELD CHILD CONTENT ADD CHILD CONTENT SAVE RETURN Figure 4 22 Template Options To add associated content templates click the Add Associated Content button The Add Template window appears Enter the name for the associated content template see Figure 4 23 ADD ASSOCIATED TEMPLATE x Add Associated Template NAME Associated Content Template Template Fields ADD TEMPLATE FIELD SAVE RETURN Figure 4 23 Add Associated Template Window For each field you wish to add to the associated content template click the Add Template Field button Enter the field name and then select the field type and options see Figure 4 24 When you are finished defining the associated content
39. ghlight the text you want to change and click the desired format function To see a description of each button hover your mouse over the button and a descriptive ToolTip will appear The Formatting Toolbar functions are e Font Size Sets the font size for the selected text A blank value indicates the default font size e Text Color Sets the font color of the selected text e Background Color Sets the background color of the selected text 3 1 OMSConnect User Manual e Bold Toggles bolding for the selected text e Italicize Toggles italicization for the selected text e Underline Toggles underlining for the selected text e Spell Check as You Type Checks spelling of text in the current text field e Left Justify Aligns selected text to the left of the page e Center Justify Aligns selected text to the center of the page e Right Justify Aligns selected text to the right of the page e Decrease Indent Reduces the indent level of the selected text e Increase Indent Increases the indent level of the selected text e Numbered List Toggles numbered list formatting for the selected text e Bulleted List Toggles bulleted list formatting for the selected text e Table Inserts a table with the number of rows and columns specified by the user e Insert Image Prompts the user to upload an image file from their local computer and then inserts it into the currently selected for
40. graphic and conceptual images respectively Image file types such as JPEG GIF and PNG are preferred Note that the ideal image size for Photographs and Schematics is 700x400 pixels when viewing the OMS with a 1024x768 screen resolution Readings and Rounds Readings and Rounds show the proper operating methods and procedures for doing readings including safety hazards regulatory requirements and related equipment Safety Procedures Safety Procedures include the description resources and equipment related to each significant safety procedure Standard Operating Procedures SOPs SOPs talk about the proper operating methods and procedutes including job hazard analysis regulatory requirements and operating goals Troubleshooting Troubleshooting details the problems their causes and appropriate responses affecting operators Videos Videos templates store the file and textual information Acceptable video types are AVI and WMV files 1 4 User Roles User roles define the privileges and permissions users have when interacting with the OMS While Administrators can create new roles as desired the OMS initially supports three distinct user roles Guest Guest users may search for and view content and submit content update recommendation notes Editor Editors are responsible for managing system content They have the capabilities of Guest users and can also add new content update existing content mark content for deletion
41. he OMS Desktop To access a particular content item click its list entry to open it see Figure 2 6 e SEARCH KEYWORDS water SEARCH BY TITLE ONLY E AUTHOR Select Author Di TEMPLATE Select Template Search Results B Ferric Distribution Pipe Flush Procedure El treatment Figure 2 6 Search Results 2 5 Glossary The OMS Glossary provides a simple way to look up the definitions of commonly used terms acronyms and abbreviations To open the Glossary main window click the Glossary button on the Global Menu see Figure 2 7 HIDE TOC SEARCH GLOSSARY gt DOWNLOAD CART gt HELP Figure 2 7 Glossary Button Glossary terms can be filtered alphabetically by clicking on the desired letter at the top of the list or click on All to display all the available terms 2 5 1 View Glossary Term 1 Click a term name to show its definition in the right hand pane see Figure 2 8 OMSConnect User Manual 2 All Users GLOSSARY TERMS acidity aj acre foot ac ft a activated carbon activated carbon adsorption activated carbon treatment activated sludge activated sludge loading activated sludge process adsorption adsorption water advanced waste treatment aerated contact bed aerated pond aeration aeration period a 4 DEFINITION acidity The quantitative capacity of aqueous solutions to neutralize a base measured by titration with a standard solution of a base to a specified e
42. ig5004 1 Introl Photo D d ab 4 4 Fig5005 8A RAS Pump Curve 5 Hers one with a really really really really really really really really really really long name ab Ab 6 Item 3 db 7 1025 space 5 226 200d7 sdgdsf sdf dsfg sdfgsdfg sdfg sdf gs gdf gdfs gs dfsgdfgs dfg SAVE ORDER ORDER RETURN RESET ORDER TO RESET ORDER TO ALPHABETICAL Figure 3 24 Reorder Window 4 Hover your mouse pointer over the reordering arrows until the cursor becomes a 4 way pointer over the content item you wish to reorder see Figure 3 25 BACK REFRESH PHOTOGRAPHS Cy 3_226_20r07 Fig5 000 1 3 Fig5004 1 Introl Photo ap 4 Fig5005 8A RAS Pump Curve Hers one with a really really really really really really really really really really long name CH Item 3 ab db db db dp Vi 7 1025 space 5 226 200d7 sdgdsf sdf dsfg sdfgsdfg sdfg sdf gs gdf gdfs gs dfsgdfgs dfg SAVE ORDER f RETURN RESET ORDER TO ALPHABETICAL Figure 3 25 Content Item Reordering Arrows 5 Click and drag the content item up or down until it is in the correct order position In this example the content item in position 1 is moved to position 2 Click the Save Order button to save ordering changes and return to the OMS Desktop see Figure 3 26 BACK REFRESH PHOTOGRAPHS 1 Fig5000 1 3 Fig5004 1 Introl Photo 4 Fig5005 8A RAS Pump Curve 5 Herz one with a really really really really really really really really really re
43. ion Note that the destination TOC node must be of the same template 3 8 OMSConnect User Manual 3 Editors type e g Documents Photographs etc as the source TOC node or the system will display an error message 3 3 2 1 1 Single Move Open the content item you wish to move to view it in the OMS Desktop 2 Click the Move button on the Action Toolbar see Figure 3 17 BACK REFRESH EDIT DELETE NOTES IMAP COPY Figure 3 17 Move Button 3 The Move window appears showing the OMS TOC see Figure 3 18 MOVE BAR SCREENS x ff Welcome to LEWWTP InfoNet Plant Manual Dry Creek Siphon l E Headworks 01 Design Data i EProcess Control i Procedures I EHnfluent Metering And Control Screenings Raw Wastewater Pumping Grit Removal Ferric Sulfate Schematics i El Photographs E Equipment Manuals Primary Treatment 02 _ EHTrickling Filters 03 l Secondary Treatment 04 E Nitrifying Trickling Filters 05 Fl Nawatarinn Ruildina NAV H Selected Node None Em ener Figure 3 18 Move Window HISTORY PRINT ADD TO CART 4 Navigate to the desired TOC location select the destination node and click the Move button see Figure 3 19 Ei Plant Manual Dry Creek Siphon Headworks 01 i Design Data i M Process Control Procedures i Enfluent Metering And Control i D Screenings Equipment Descri
44. is allowed to edit the areas of the TOC to which security roles have access and the level of access to each TOC area Recover Content The role is allowed to restore content that has been marked for deletion Review Content The role is allowed to approve or reject content items created by user accounts without preapproval privileges Update Template The role is allowed to edit existing templates View Template The role is allowed to view template details View Template List The role is allowed to view the list of OMS templates Content Author e Automatic Approval The role is allowed to create and publish content items for immediate viewing without separate Administrator approval e Create Content The role is allowed to create new content items e Delete Content The role is allowed to mark content items for deletion e Move Content The role is allowed to move content items to another location in the OMS TOC e Update Content The role is allowed to edit existing content items General Create Note The role is allowed to create new content item notes 4 17 OMSConnect User Manual e Search Content The role is allowed to search the OMS to find specific content items e View Content The role is allowed to view content items e View History The role is allowed to view the list of actions performed on content items User Access e Create Role The role is allowed to create new secu
45. k the user name of the account you wish to edit 2 Change any user information desired In addition to the fields present when creating a user several sections appear for overriding security role permissions see Figure 4 35 For more information on security role permissions see Section 4 5 below 4 15 CONFIRM PASSWORD SECURITY ROLE EMAIL NOTES ENABLED Pre Approved Editor OVERRIDE SECURITY ROLE PERMISSIONS Adm inistrator Content Author General User Access Table of Contents SAVE f RETURN Figure 4 35 Security Role Permissions Override Options OMSConnect User Manual 3 Click the Save button to save all changes or click the Return button to cancel all changes and return to the User Accounts window 4 4 3 Delete User Account 1 In the User Accounts window click the checkbox next to the user account you wish to delete see Figure 4 36 ALL USER ACCOUNTS jdoe preapproved preapproved2 Testl Adam West Ben There Pre Approved Editor Administrator Pre Approved Editor Jane Doe Pre Approved Editor Preapproved User Pre Approved Editor Preapproved User 2 Pre Approved Editor Tester T NEW USER f SAVE CHANGES Pre Approved Editor awest a com admin IPS root bthere b com jdoe email com test test com Figure 4 36 User Account Delete Checkbox di Ss 9 I Je 2 Click the Save Changes button then click OK to confirm the us
46. lorination El Whatever Solids Handling Library 2 Select a destination Use the tree view on the left to select a destination for the copied menu items 3 Copy the menu structure The Wastewater Treatment Plant WWTP menu structure will be copied to the following location Start up shutdown Figure 4 15 Copy Button 6 The Items Editor pane will return to the node which was copied 4 3 Template Builder Templates are the basic building blocks for creating content items and are used to capture standard information Each template has the same fields for consistent data collection Equipment Equipment Template Objects Schematic Schematic Template Objects Figure 4 16 Templates Capture Standard Information The Template Builder allows Administrators to add edit or disable OMS templates To open the Template Builder click the Template Builder link on the Administrator Page see Figure 4 17 BACK REFRESH MANAGE SYSTEM Table of Contents TOC Editor Template Builder MANAGE USER ACCESS Manage User Accounts Manage Security Roles MANAGE CONTENT Approve Recover Content Figure 4 17 Template Builder Link 4 3 1 Templates Overview OMSConnect User Manual 4 Administrators There are 2 main kinds of templates depending on their content type list templates and single templates TOC nodes with single content type templates can only have one object e g Cover Overview All users edit
47. m field e Internal Link Opens Internal Hyperlink window to define internal hyperlinks for the selected text e Link Opens Hyperlink window to define an external web hyperlink for the selected text e Anchor Creates a link within the same multi line text field that will scroll long content to a given location e Save Saves all changes made to the current content item without closing the editor window e Save amp Exit Saves all changes made to the current content item and closes the editor window e Cancel Discards all changes made to the current content item and closes the editor window 2 Single line Text Field A single line text field is designed to accept a limited amount of text and will not accept carriage returns 3 Multi line Text Field A multi line text field can contain a large quantity of information and will grow as the user adds additional lines of text 4 File Upload Field Templates like Documents Photographs Schematics and Videos contain a file upload field to allow the user to transmit files to the OMS To upload a file click the Browse button and navigate to the file you wish to upload See Section 3 2 8 for a description of how to insert files into content items 3 2 2 Checkout Process When you add or edit a content item any changes made are considered checked out by your user account Other editors are not allowed to edit the content item while it is checked out nor are the
48. mple node is used 2 Click the Copy Structure button see Figure 4 12 WASTEWATER TREATMENT PLANT WWTP MENU ITEMS ORDER NAME TEMPLATE DELETE 1 Preliminary Treatment Overview E 2 Primary Treatment Overview a S 3 Secondary Treatment Overview 4 Disinfection Overview a 5 Dechlorination Overview a 6 Solids Handling Overview ry 7 Library Cover r SAVE CHANGES ADD MENU ITEM I Figure 4 12 Copy Structure Button a COPY MENU STRUCTURE p geg OMSConnect User Manual 4 Administrators 3 The Items Editor pane displays the node that will be copied and its subnodes see Figure 4 13 TABLE OF CONTENTS TOC EDITOR Ei ffi Home 1 Preview the selected menu structure ETreatment Sandbox haenu items below it will be copied Wastewater Treatment Plant astewater Treatment Plant WWTF WWTP i Preliminary Treatment EIKWT Tests i Start Up Shutdown EI NJW Tests Primary Treatment ESecondary Treatment E Disinfection El Dechlorination Solids Handling Library 2 Select a destination Use the tree view on the left to select a destination for the copied menu items 3 Copy the menu structure The Wastewater Treatment Plant WWTP menu structure will be copied to the following location Please select a destination Sa Een Figure 4 13 TOC Copy Nodes 4 Using the TOC Pane navigate to the area of the TOC you wish to make the destination node In this example the St
49. nd point usually expressed as milligrams of equivalent calcium carbonate per liter mg L CaCO3 not to be confused with pH Water does not have to have a low pH to have high acidity Figure 2 8 Glossary Window 2 5 2 Add Glossary Term GLOSSARY TERMS acidity acre foot ac ft activated carbon activated carbon adsorption activated carbon treatment activated sludge activated sludge loading activated sludge process adsorption adsorption water advanced waste treatment aerated contact bed aerated pond aeration aeration period c sn 1 Click the Add Term button in the Glossary window see Figure 2 9 DEFINITION acidity The quantitative capacity of aqueous solutions to neutralize a base measured by titration with a standard solution of a base to a specified end point usually expressed as milligrams of equivalent calcium carbonate per liter mg L CaCO3 not to be confused with pH Water does not have to have a low pH to have high acidity Figure 2 9 Add Term Button 2 The New Glossary Term window appears Enter the term name into the Term box then enter the definition into the Definition box then click the Save button to save the new term see Figure 2 10 ot click the Cancel button to discard all changes to the new term OMSConnect User Manual 2 All Users GLOSSARY x NEW GLOSSARY TERM TERM New Term Name Here DEFINITION This is the definition of a new t
50. nge an item s template type click the Template link to the right of the item s name see Figure 4 7 click OK to confirm that you wish to proceed and then select the new template type from the dropdown WARNING changing a menu items template type will destroy all content related to that item It 1s recommended that you do not change an item s template type unless it does not have any associated content 1 6 a newly added item TREATMENT MENU ITEMS ORDER NAME TEMPLATE DELETE S 1 New Cover Node S 2 New Overview Node Overview SAVE CHANGES f ADD MENU ITEM f COPY MENU STRUCTURE Figure 4 7 Template Change Link 4 To reorder a TOC item hover over the Order number of the item until it changes to a 4 way arrow In this example the item in position 1 is moved to position 2 see Figure 4 8 TREATMENT MENU ITEMS ORDER NAME TEMPLATE DELETE L New Cover Node Cover E 2 New Overview Node Overview F SAVE CHANGES f ADD MENU ITEM f COPY MENU STRUCTURE Figure 4 8 TOC Item Reordering Arrows 5 Click and drag the reordering arrows until the item is in the desired position see Figure 4 9 TREATMENT MENU ITEMS ORDER NAME TEMPLATE DELETE 1 New Overview Node Overview New Cover Node Cover Figure 4 9 Reordered TOC Items 6 Click the Save Changes button to apply the changes made OMSConnect User Manual 4 2 3 Delete TOC Item 1 WARNING Deleting a TOC Item i
51. nodes exist beneath the node Clicking the node will expand the TOC to show all subnodes beneath it The content beneath the node is already expanded Clicking the node will hide all TOC subnodes beneath it e No subnodes exist beneath the node 2 4 Search The OMS provides users with a quick and easy method to search for specific content housed within the system To perform a search follow these steps 1 From the Global Menu click the Search button see Figure 2 4 gt HIDE TOC gt SEARCH GLOSSARY gt DOWNLOAD CART HELP Figure 2 4 Search Button 2 The Search option controls will appear in the OMS Desktop see Figure 2 5 SEARCH KEYWORDS SEARCH BY TITLE ONLY E AUTHOR Select Author TEMPLATE Select Template D Figure 2 5 Search Controls 3 Enter the keyword s of the content you would like to search for in the Keywords field 4 Check the box next to Search By Title Only if you only want to search the content item titles instead of the template data contents If you want to search both titles and content fields leave this box unchecked 5 Select the content item author desired if any If no author is chosen all authors will be searched OMSConnect User Manual 2 All Users 6 Select the template type desired if any If no template is chosen all templates will be searched Click the Search button 8 The matching content items will appear in a list in t
52. ntent item select the item s Approve radio button see Figure 4 46 To reject an item select the Reject radio button MANAGE CONTENT Submitted 1 Checked Out 10 Deleted 0 NAME CLICK TO PREVIEW TEMPLATE APPROVE REJECT Image 1 Photographs C SAVE CHANGES Figure 4 46 Submitted Item Approve Radio Button 4 Click the Save Changes button to save the changes made Approved items are now available for viewing by authorized users WARNING Rejected content items will revert to their last approved version all subsequent changes are not recoverable If no previous approved version of the content item exists the content item is destroyed permanently 4 6 2 Checked Out Content 1 Click the Checked Out tab in the Manage Content window All checked out content items appear in a list 2 To preview a content item click on its name A preview of the content item appears in a new window 3 To jump directly to a content item s TOC location click the Open button see Figure 4 47 4 22 OMSConnect User Manual MANAGE CONTENT Submitted 1 Checked Out 10 Deleted 0 NAME CLICK TO PREVIEW TEMPLATE ACTION 10 Again SOP Check out test SOP Open HalTutorial Documents Open Figure 4 47 Checked Out Item View Button 4 The content item will appear with options to submit the changes or undo the checkout 4 6 3 Deleted Content 1 Click the Deleted tab in the Manage Content win
53. o not have an OMS account or do not know your account s user role please contact your system administrator 2 2 Login Logout To login follow the steps below 1 Open Internet Explorer and navigate to the OMS address e g http OMS 2 In the Login dialog box see Figure 2 1 enter your User Name and Password FY omsconnect an Inflection Point Solutions product CLIENT Inflection Point Solutions APPLICATION Omsconnect Client Testing Site SUPPORT support omsconnectonline com USER NAME PASSWORD LO ON 5 0 0 0 v5 0 0 2000 2012 Inflection Point Solutions All rights reserved Figure 2 1 Login Dialog 3 Press the Enter key or click Log On The main OMS screen will appear 4 When you are ready to logout click the Logout button in the System Toolbar see Figure 2 2 ADMINISTRATOR Figure 2 2 Logout Button 2 3 Navigate TOC The OMS is ready to use once logged in The primary method of OMS navigation is using the TOC Explorer see Figure 2 3 2 1 OMSConnect User Manual 2 All Users MONDAY MARCH 12 2012 ff Home Treatment E Sandbox E Wastewater Treatment Plant WWTP E Preliminary Treatment H Screenings M Raw Water Pumping El Grit Removal E Primary Treatment Secon dary Treatment Disinfection Dechlorination E Solids Handling E Library Figure 2 3 TOC Explorer Each TOC node displays a graphic symbol to show its state e More
54. o show the new content items 3 2 6 Edit Content Item 1 Navigate to the desired TOC location and open the content item to edit 2 Click the Edit button on the Action Toolbar see Figure 3 9 BACK REFRESH IMAP MOVE COPY DELETE NOTES HISTORY PRINT ADD TO CART Figure 3 9 Edit Button A template specific editor window will appear Enter and format the desired information Click the Save amp Exit button The OMS Desktop will refresh to show that the content item is checked out see Figure 3 4 Click Submit Changes to post the changes and clear the item s checked out status If you do not wish to submit the edited content click Undo Checkout to discard all changes PaA a 3 2 Delete Content 1 Navigate to the desired TOC location 2 Click the Delete button on the Action Toolbar see Figure 3 10 BACK REFRESH EDIT IMAP MOVE COPY NOTES HISTORY PRINT ADD TO CART Figure 3 10 Delete Button 3 Confirm that you wish to mark the content item for deletion by clicking the OK button The content item is placed in the OMS recycle bin and may be restored by an Administrator see Section 4 for Administrator content recovery functions 3 2 8 Add Change Content Item Files The OMS supports attaching files e g documents images and video files to content items of the correct template type For example a Videos template would accept a video file upload while a Photographs template woul
55. p e History Displays a historical list of actions performed on the content item currently displayed in the OMS Desktop e Print Opens the Print dialog to print the information currently displayed in the OMS Desktop e Add to Cart Adds the selected item to your cart for later downloading Action Toolbar buttons available only to Editors and Administrators include e New Opens a blank editor window to create a new content item OMSConnect User Manual Reorder If more than one content object is displayed in the OMS Desktop this selection allows the user to change the order in which they are listed Batch Move Opens the Batch Move window to allow moving multiple objects currently displayed in the OMS Desktop to another location in the TOC hierarchy Batch Upload Opens the Batch Upload window to allow uploading multiple images or documents simultaneously Edit Opens an editor window to change the content item displayed in the OMS Desktop Move Opens a window to allow moving the content item currently displayed in the OMS Desktop to another location in the TOC Copy Opens a window to allow copying the content item currently displayed in the OMS Desktop to another location in the TOC Delete Marks the content item currently displayed in the OMS Desktop for deletion 4 OMS Desktop The OMS Desktop is the interface area where all object and file content is displayed If the TOC node selecte
56. permitted Role TOC permissions operate on a cascading principle meaning that unless otherwise explicitly defined the permissions given to a role for a specific TOC node also apply to all of its subnodes The TOC node permission levels available are listed below 4 19 OMSConnect User Manual Read The role is allowed to view the TOC node and its content items Create The role is allowed to create new content items under the TOC node Update The role is allowed to edit existing content items under the TOC node Delete The role is allowed to delete content items under the TOC node The Role TOC Permissions window has two main areas the TOC Pane on the left and the Permissions Editor on the right see Figure 4 41 EDIT TABLE OF CONTENTS TOC PERMISSIONS Permissions for New Security Role Security Role f Root INHERITED PERMISSIONS READ CREATE UPDATE DELETE E Home SSS ESS Treatment Wastewater Treatment Plant WWTP Sandbox El Wastewater Treatment Plant WWTP READ CREATE UPDATE DELETE i E Preliminary Treatment Preliminary Treatment Primary Treatment Primary Treatment Secondary Treatment ae Ss art da Secondary Treatment ElDisinfection ig Disinfection E Dechlorination Solids Handling Dechlorination C E a ELibrary Solids Handling EI EI A A KWT Tests lay F FI F F ElStart Up Shutdown H N W Test Mee SAVE CHANGES CANCEL Figure 4 41 Role TOC
57. ption if Equipment Controls E Instruments Control Strategies El Photog raphs El Screen Shots i D San Wastewater Pumping Grit Removal Ferric Sulfate i i E Schematics i i El Photographs i i El Equipment Manuals E Selected Node Photographs P a MOVE CANCEL Figure 3 19 Move Window Destination 3 3 2 2 Batch Move 1 Open the TOC node that contains the content item you wish to move 3 9 OMSConnect User Manual 3 Editors 2 Click the Batch Move button on the Action Toolbar see Figure 3 20 BACK REFRESH NEW REORDER BATCH UPLOAD PRINT Figure 3 20 Batch Move Button 3 The Batch Move window appears showing the OMS TOC on the left and a list of content items in the current TOC node on the right see Figure 3 21 ft Home Treatment Sandbox Wastewater Treatment Plant WWTP E KWT Tests Cover Documents G External Overview El Photographs l Schematics SOP Start Up Shutdown E NJW Tests Selected Node None vove Ea BATCH MOVE x 1025 space 5 226 200d7 sdgdsf sdf dsfg uw dfgsdfg sdfg sdf gs gdf gdfs gs dfsgdfgs dfg 1025_3_226_20r07 Fig5 000 1 Fig5004 1 Intro Photo L Fig5005 8A RAS Pump Curve Herz one with a really really really really really re Item 3 m E Figure 3 21 Batch Move Window 4 Select the content items tha
58. rity roles e Create User The role is allowed to create new user accounts e Delete Role The role is allowed to delete security roles e Delete User The role is allowed to delete user accounts e Update Role The role is allowed to edit existing security roles e Update User The role is allowed to edit existing user accounts e View Role The role is allowed to view security role details e View Role List The role is allowed to view the list of OMS security roles e View User The role is allowed to view user account details e View User List The role is allowed to view the list of OMS user accounts Table of Contents e Edit Permissions Clicking this link will open the Role TOC Permissions window to edit the permissions the role has within the OMS TOC see Section 4 5 5 4 5 2 Add Security Role 1 In the Security Roles window click the New Role button see Figure 4 38 ALL SECURITY ROLES NAME DELETE Administrator Pre Approved Editor NEW ROLE AVE CHANGES Figure 4 38 New Role Button 2 The Add Security Role window appears Enter the new role s name and assign role permissions in each of the permissions groups By default all permissions are denied to new security roles 3 Click the Save button to create the new role see Figure 4 39 or click the Return button to cancel the new role creation and return to the Security Roles window 4 18 OMSConnect User Manual
59. s not like deleting content Once a TOC Item is deleted it cannot be recovered All content associated with the item including its subnodes and their content items will be lost and unrecoverable Never delete a TOC Item unless you are sure you wish to destroy all associated information In the TOC Pane navigate to the section in which you want to delete existing items 2 Click the Delete checkboxes next to the items you wish to delete see Figure 4 10 3 TREATMENT MENU ITEMS ORDER NAME TEMPLATE DELETE 1 New Overview Node Overview S 2 New Cover Node Cover E ADD MENU ITEM f COPY MENU STRUCTURE Figure 4 10 TOC Item Delete Checkbox om save cHances prisliste Click the Save Changes button then click OK to confirm the deletion 4 The TOC items selected are deleted and the new items list is displayed see Figure 4 11 Saved successfully TREATMENT MENU ITEMS ORDER NAME TEMPLATE DELETE S 1 New Cover Node Cover E Figure 4 11 TOC Items Deleted 4 2 4 Copy TOC Structure The TOC Editor allows Administrators to copy whole sections of the TOC to speed up creating multiple similar parts of the OMS TOC When copying a TOC node the node and all subnodes will be copied to the desired destination To copy a section of the TOC follow the steps below 1 Use the TOC Pane to navigate to the top node of the TOC area you wish to copy In this example the Process Section Template exa
60. s that are used most often e Alarm Responses Alarm Responses detail the description impact and response time of the alarm responses important to facilities operators e Control Factors Control Factors describe the purpose cause response and calculations of the different control factors e Controls Controls detail the location usage and troubleshooting options for various controls available within the system e Cover Cover nodes contain general graphic and text information about OMS chapters e Design Criteria Design Criteria include the information generated by the designers detailing the parameters of the various items e Documents Documents are collections of electronic files usually in Microsoft Word or Adobe PDF format e Emergency Operating Procedures EOPs EOPs provide the instructions for restoring operating or shutting down part or all of the system during unusual circumstances e Equipment Equipment descriptions detail the identification function operation and maintenance of the equipment utilized in the system 1 1 OMSConnect User Manual External External nodes provide direct links to outside sources of information e g external files web sites Overview Overviews serve as collections of both graphic and textual information about broad process area based concepts Photographs and Schematics Photographs and Schematics templates store the graphic and textual information regarding photo
61. sting note text Change the text in the Note Text box as desired then click the Save button see Figure 2 20 NOTES x NOTE AUTHOR Example Author NOTE TEXT Example Note Text a HB CANCEL CONTENT NOTES 3 12 2012 by Example Author Edit Example Note Text Figure 2 20 Save Edited Note OMSConnect User Manual 2 All Users 3 The Note Text box will be emptied and the new note contents will appear in the Content Notes box see Figure 2 21 NOTES x NOTE AUTHOR NOTE TEXT ADD CONTENT NOTES 3 12 2012 by Example Author Edit Example Note Text has been edited now Figure 2 21 Edited Note Display 4 To delete a note click the Edit hyperlink to the right of the note header see Figure 2 19 then click the Delete button see Figure 2 22 The note no longer appears in the Content Notes box NOTES x NOTE AUTHOR Example Author NOTE TEXT Example Note Text has been edited now CONTENT NOTES 3 12 2012 by Example Author Edit Example Note Text has been edited now Figure 2 22 Delete Note 5 Click the X in the top right corner of the Notes window to close it 2 10 OMSConnect User Manual 2 8 Content History 1 Navigate to the desired TOC location and open the content item whose history you wish to view 2 Click the History button on the Action Toolbar see Figure 2 23 BACK REFRESH EDIT MOVE COPY DELETE NOTES HISTORY ADD TO CA
62. t you wish to move by checking the checkbox adjacent to their names 5 Navigate to the OMS TOC node to which you wish to move the selected items and click the Move button see Figure 3 22 ffi Home Treatment Sandbox Wastewater Treatment Plant WWTP KWT Tests Cover El Documents l E External l El Overview El Photographs Schematics SOP Start Up Shutdown EI NJW Tests Selected Node Photographs ANCEL 3 val Qa lt D BATCH MOVE x 1025 space 5_226_200d7 sdgdsf sdf dsfg fgsdfg sdfg sdf gs gdf gdfs gs dfsgdfgs dfg 1025_3_226_20r07 Fig5000 1 Fig5004 1 Introl Photo Fig5005 8A RAS Pump Curve S Hers_one_with_a_really_really_really_really_really_re C Item 3 m Figure 3 22 Batch Move Window Selected Items and Destination 3 3 3 Reorder Content 1 Open the TOC node that contains the content items you wish to reorder 3 10 OMSConnect User Manual 2 Click the Reorder button on the Action Toolbar see Figure 3 23 BACK REFRESH NEW REORDER gt BATCH MOVE BATCHUPLOAD PRINT Figure 3 23 Reorder Button 3 The list of content items in the current TOC node will be displayed with a number and a set of reordering arrows next to each indicating the current display order In this example the content item in position 1 will be reordered see Figure 3 24 BACK REFRESH PHOTOGRAPHS 1 1025_3_226_20r07 2 Fig5000 1 3 F
63. the text you want to link in the editor window 2 Click the Web Link button on the Formatting Toolbar see Figure 3 30 Aer A B I U ABE E D III Lipid Ee En D oer Figure 3 30 Web Link Button 3 The Link window will appear Enter the URL web address of the desired link You can set additional parameters as desired Click OR to save the link or click Cancel to discard the link see Figure 3 31 CANCEL Figure 3 31 Link Window 3 5 iMap The iMap image mapping tool allows users to assign text and link information to areas of an image Region maps are rectangular segments whose dimensions you can assign when they are created while button maps appear as a single blue button of a predefined size Image maps can only be created on image files supported by the OMS e g jpg Png gif 3 13 OMSConnect User Manual 3 Editors The iMap window is separated into two main sections the iMap tools pane and the image mapping pane see Figure 3 32 1 BACK REFRESH IMAGE MAPS New Image Map TYPE Region NAME Bridge DESCRIPTION LINK REFERENCE Era Es Figure 3 32 iMap Window Example iMap Tools Pane The iMap Tools Pane contains all the fields and controls used to create edit and delete image maps The individual controls on the iMap tools pane are Zi Existing Maps Displays all image maps already defined for this image New Map Prepares th
64. this one object and the New button is not available on the Action Toolbar List content type templates on the other hand can have multiple objects in the same TOC node e g Documents Photographs Users can add new objects of this template type by clicking the New button on the Action Toolbar All templates have fields to store entered data Fields can be of different types as explained in the table below Text Link Cover image For entering text For linking images documents or videos For using an image as a cover page 4 7 Single line Multi line Narrative Full page Thumbnail link Photographs or Schematics Document Image Video OMSConnect User Manual 4 Administrators 4 3 2 Associated Content Templates can have associated content subcontent Associated content comprises other templates that are related to the main template The links to associated content pages appear as hyperlinks just above the object when it is viewed see Figure 4 18 BACK REFRESH EDIT MOVE COPY DELETE NOTES HISTORY PRINT ADD TO CART READINGS AND ROUNDS READINGS AND ROUNDS 1234 NUMBER RELATED EQUIPMENT Pump 1 Pump 2 Figure 4 18 Associated Content Links 4 3 3 Child Objects Templates can also have related child objects e g Cause Response objects for the Alarms template Each template can have exactly one child template type Users can add an unlimited amount of child objects of this templ
65. umdow ENEE 4 19 Security Role Delete Checkbos ENEE 4 19 Role TOC Permissions lie EE 4 20 Belge unten Bi EE 4 20 Clear Permissions mk 4 21 Velle 16 og gint 4 21 Manage Content WindoW EEE 4 22 Submitted Item Approve Radio Button 4 22 Checked Out Item View Button 4 23 Deleted Item Select Checkbon 4 23 LIST OF ACRONYMS EOP emergency operating procedure OMS OMSConnect operations manual system SOP standard operating procedure TOC table of contents vii OMSCONNECT USER MANUAL 1 INTRODUCTION 1 1 Purpose The OMSConnect operations manual system OMS facilitates the capture creation and management of information used by management operators and engineers to manage operate and maintain operation facilities The system provides an interface through which information from a variety of sources can be viewed 1 2 Intended Audience This document is the User Manual for the OMS It is to be used as a reference by Guest Users Editors and Administrators for operation of the system Users of the system should have a familiarity with web based internet software office productivity software and desktop computers 1 3 Information Templates Information templates are the standard information collections used to enter data into the OMS Administrators can create new templates as needed and the OMS initially incorporates several templates The initial templates created in OMS are client dependent but here are a few example template
66. view notes for any content item that the user account is allowed to access To open the Notes window click the Notes button on the Action Toolbar see Figure 2 17 The top half of the Notes window contains the Note Author and Note Text boxes while the bottom half displays any notes that have been created for the current content item see Figure 2 18 BACK REFRESH EDIT MOVE COPY NOTES A HISTORY PRINT ADD TO CART Figure 2 17 Notes Button 2 7 OMSConnect User Manual NOTES x NOTE AUTHOR Example Author NOTE TEXT Example Note Text ADD CONTENT NOTES Figure 2 18 Notes Window 2 7 1 Add Note The Note Author field is automatically populated with your name but can be edited if desired Enter the content of the note you wish to add inside the Note Text box Click Add to add the new note The new note will appear in the Content Notes box Click the X in the top right corner of the Notes window to close it After a note has been added to the system an email is sent to all user accounts that are flagged to receive Notes emails te a a 2 7 2 Edit Delete Note 1 To edit a note click the Edit hyperlink to the right of its header see Figure 2 19 OMSConnect User Manual 2 All Users NOTES x NOTE AUTHOR NOTE TEXT CONTENT NOTES 3 12 2012 by Example Author Edi Example Note Text Figure 2 19 Edit Note 2 The Note Text box is populated with the exi
67. w the list of files in the Batch Upload window to ensure that the correct files were selected Click the Upload button see Figure 3 7 BATCH UPLOAD About Batch Uploading The default name for each item will be the same as the file name without the extension e g Pump gif will be named Pump for each item Click Browse to select multiple files then click Upload to complete the process IMG 20110719 154608 1 62MB cr IMG 20110719 154616 1 39MB IMG 20110719 154622 IMG 20110719 160912 1 66MB IMG_20110719_201637 1 41MB Contes EE Figure 3 7 Batch Upload Window Populated 6 The window will show the progress as each file uploads see Figure 3 8 OMSConnect User Manual BATCH UPLOAD x About Batch Uploading The default name for each item will be the same as the file name without the extension e g Pump gif will be named Pump for each item Click Browse to select multiple files then click Upload to complete the process IMG 20110719 154608 1 62MB EN 100 IMG 20110719 154616 1 39MB x 100 IMG_20110719_154622 1 44MB x 100 IMG_20110719_160912 1 66MB x 100 IMG_20110719_201637 1 41MB x 100 I Inlaad 4 Figure 3 8 Batch Upload Progress Bars 7 Once all files are successfully uploaded close the Batch Upload window and the system will refresh the OMS Desktop t
68. y allowed to see any changes made to the checked out version Once the content item has been submitted and if necessary approved by an Administrator the content item and submitted changes will be viewable to all authorized users OMSConnect User Manual 3 Editors Edit Object Submit Save Edits Auto Approve Can only be viewed by you Users see original content Review and Done Approve by Original content will be Manager replaced Figure 3 2 Save and Submit Process 3 2 3 Content Approval Depending on whether your user role has content pre approval privileges any content item submitted will either be added to an Administrator approval list or be immediately published for all authorized users to see If you are not sure of your user role s pre approval privileges please contact your system administrator 3 2 4 Add Content Item 1 Navigate to the desired TOC location 2 Click the New button on the Action Toolbar see Figure 3 3 BACK REFRESH REORDER BATCHMOVE BATCHUPLOAD PRINT Figure 3 3 New Button A template specific editor window will appear Enter and format the desired information Click the Save amp Exit button The OMS Desktop will refresh to show that the content item is checked out see Figure 3 4 SG e m SOP This content was checked out by admin on Monday March 12 2012 UNDO CHECKOUT Figure 3 4 Submit Changes SUBMIT CHANGES i 7 Click Su

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