User Manual
Contents
1. 2 3 Business Template Menu To start a new business request click on the Business Template menu and depending on the rights that you ve been given by your administrator you ll be able to start different business request w E ee Workflow en R internet Explorer Er ml x Die Cdt Yew Favortes Toots tiep Hik gt G Al Ah ae Breede I de ol J a Agdress E hep nozahostirtersonfesex sp ew in terSoln the business process peaple Username adin ipntercols come friday May 26 2006 Business Processes Business Templates Business Form Business Templates t ern gistere I Registers G EXPENSE APPLICATION Human resource module adnan 23 05 2006 05 14 Cc LEAVE APPLICATION Human resource module wdnan 43 03 2006 05 44 ce OPPORTUNITY Sales teaching process mo cule adran 23 05 2006 04 45 C REQUEST FOR QUOTE Request for quotation module advan 73 05 2006 04 07 Stare lg bone 1 T BP Local intranet Figure 2 3 Business Templates Screen For Customer Use Only Page 6 of 11 Release 2 01 interSoln 30 Cecil Street 15 00 Prudential Tower Singapore 049712 inte rs O in Email enquiry intersoln com 2 4 Business Form Menu To share business details information pertaining to an active business process move your mouse over the Business Form menu after you ve open an active business process A pop up window will indicate four options for you to select Attachment s Use to add remove atta2. Edit View Favorites Tools Help EI Bak gt amp A A Qsearch Favorites PMedia l a 3 aag Address a http flocalhost interSolnfindex jsp i Go in te rSo In the business process people 2 Username admin intersoin com docurtay M y 27 2006 Business Processes Business Templates Business Form Preferences User Profile Business Process Management o nge Password e Configurator Maintenance Human Resource Process Download User Manual Cost Centre Maintenance Leave Type Maintenance User Maintenance Generate Reports Sales Tracking Process e Country Maintenance e Customer Maintenance e Product Maintenance e Sales Review Request For Quote Process e Product Maintenance e Reports Figure 2 5 Preferences Screen For Customer Use Only Page 8 of 11 Release 2 01 interSoln 30 Cecil Street 15 00 Prudential Tower Singapore 049712 inte rs O in Email enquiry intersoln com 3 Human Resource Process The Human Resource Process presently comprises of two applications 1 e Leave Application and Expense Application This document shall cover the Leave Application only The system can be used as a stand alone application and fully supports workflow recommendation and approval It can also be used in conjunction with a back office HR application and regularly export leave information for functions such as leave encashment 3 1 Leave Application To request for leave applicatio
3. business processes 6 Ue toindicafe current systemdate 3 Use tostart newbusiness template 7 Ge to enter preferences settings 4 Use to enter business details for opr aan eo Eo 8 Use tologout of interSdn active business processes PD M Maa APP 1 See ee anoe on mm Workflow me ve TITT Pee Figure 2 1b My Worklist In tray Screen For Customer Use Only Page 5 of 11 Release 2 01 interSoln interSoln 30 Cecil Street 15 00 Prudential Tower Singapore 049712 Email enquiry intersoln com 2 2 Business Process Menu To open your current task in a business process move your mouse over the Business Process menu pop up window will indicate two options for you to select My Worklist In Tray Use to indicate all the active process the require your action now Browser Use to provide a graphical view of the business process that you re a participant of jinkerSokn Workflow 2 1 Microsoft Inbennet Explorer Be Got Wew Pgwortes Tock piep stock mm JG ah seen aa eda G r Gb Gt ls br aner GE Ret floraen f r Somsnden pep In te r he tl ihe business process prope ARE het SE Piy V oridist j Friday Mur 26 2006 Hrnwspr _ Templates My Worklist In Tray kh cnr ils Weaied hart Date Desk ed Sinden Ba pp 12 APPLY EXPENSE 2A 0500 23 05 2006 05 3001 C PD 13 MANAGER APPROVAL o 2320s 05 00 2290 20 05200 Sem Figure 2 2 Business Processes Pop Up Screen
4. document covers the usability of the leave application module Please note the interSoln Workflow Portal HTML interface is totally customizable But the fundamental are the same For Customer Use Only Page 4 of 11 Release 2 01 interSoln 30 Cecil Street 15 00 Prudential Tower Singapore 049712 inte rs O in Email enquiry intersoln com 2 Getting Started Before we proceed into the later portion of this user manual you need to know the fundamental of the interSoln Workflow portal The following sections shall guide you through these 2 1 Login Start your Internet Explorer and enter the interSoln Workflow URL in the address bar You can get this information from your administrator Login with the user name and password that is assigned to you by the same administrator kil i Petit it bi skred Ex aimer ETE QO Al en e rede Jr a a Address Frp flest aid a EE o Login inveSoln AB nighte Sales Tracking Process 1 2 reserved This program ie protected by Human Resource Process 1 1 val a or distetbution Request For Quotation 10 Figure 2 1a Login Screen Upon successful login you ll see the following screen Please take note of the location of the arrows below The following section will detail how to manoeuvre through them 1 Ge to indicate current login user 5 We as filter to look at current active business processes 2 Ue toviewcurrent active
5. Bak gt A search Ggravortes media 4 B 4 I I Lr Address E http flocalhostfinterSolnfindex jsp v amp Go Logout In terSoln the business process people Username admin intersoin com Business Processes Business Templates Business Form Saturday May 27 2006 Preferences User Maintenance Search User Name ad il Select All Bf User Email Manager Email Delegate Email Human Resource Email Administrator admin intersoln com admin intersoln com admin intersoln com admin intersoln com O purchaser intersoln com admin intersoln com admin intersoln com admin intersoln com Delete User New User gt I joe EE oal intranet Figure 3 2 2 User Maintenance Screen For Customer Use Only Page 10 of 11 Release 2 01 interSoln 30 Cecil Street 15 00 Prudential Tower Singapore 049712 inte rs O in Email enquiry intersoln com 3 2 3 Generate Report At present the human resource process is able to generate two type of reports namely Expense claim and Leave application based on the following condition Cost Centre Code User Name After Date Created and Before Date Closed interSoln Workflow 2 1 Microsoft Internet Explorer a amp x File Edit view Favorites Tools Help Back gt D at A search Ga Favorites F Media amp EAr amp A lye Address http localhost interSolnfindex jsp Fs inter Soln the business p
6. SSIGNED COMPANY ADMINISTRATOR cssccccecccccccesceccscecscccssccscecsecesccctcenseecuscenens 10 3 2 1 Leave Type Maintenance ornnnnnnnnrnnvnnnnrnrrnrnnnnnnnnnnnnnnnnnrvnvnnnnrerrrrrnnannnnnnnnnnnnnnvnnnnnesssssssene 10 3 2 2 SEAGATE 10 3 2 3 Generate Renorhunsssaaesemnsnssmnaenakagidsdndnstenlkgaadaubnsendaetunen Il 3 2 3 1 Leave Application Report orornnrrrrrrornnnrrrrrornnnrrvrrernnnnrrnrrennnnvennrennnnrenrsennnnsenrsennnnrsersennnn 11 For Customer Use Only Page 3 of 11 Release ft 2 01 interSoln 30 Cecil Street 15 00 Prudential Tower Singapore 049712 inte rs O in Email enquiry intersoln com 1 Introduction Surprises and exceptions are common in daily business interSoln Workflow is a new generation of product designed with flexibility in mind to meet the needs of people who work in varying business situations interSoln Workflow allows business professionals to improve business processes through experimentation and learning Teams can coordinate their work by building the work process following the progression of the work and authorised users can adapt the process when changes are required Organizations can equally well automate and manage formal office processes interSoln Workflow Portal come with the following modules A Human Resource Process e Leave Application e Expense Application B Sales Tracking Process C Request For Quotation Process D Product s Promotion s Process This
7. chment to opened active business process Comment s Use to add comments on opened active business process History Use to provide a graphical view of the opened active business process ReAssign Use to reassign current task in opened business process to someone else in the interSoln Workflow user directory Jer ersaln Wakile 2 1 Hunnia Internet Explore ce Cet few Fr te pk Hee Jama e o GD E a aeh Giyravortes Goede 3 he Gb ol lel i Agdene E hehe oe alot farer Sofis ap t es LLELE In I k 0 n DW CHUN SS F moega I Dii Ulperrnassar ada mie reer cen iter fe Trichy hur 36 FAM hres Poe hiraw Dagta Leave Request Form name PTR Appkeation no P emaa o e fm El starting Fron ETE vo 3 Total bays SS et relevant dots in full where late APPRIOVE DISAPPROVE Tir ii Arras Laxe Balance 3 uted of 10 j i ee Figure 2 4 Business Form Screen For Customer Use Only Page 7 of 11 Release 2 01 interSoln 30 Cecil Street 15 00 Prudential Tower Singapore 049712 inte rs O in Email enquiry intersoln com 2 5 Preferences Menu To set your user and administration preferences select Preferences from the top right hand side of the web page Depending on your access rights given to you by your administrator you ll be allowed different access to different option in the preferences menu interSoln Workflow 2 1 Microsoft Internet Explorer 3 i 7 18 Elle
8. interSoln 30 Cecil Street 15 00 Prudential Tower Singapore 049712 inte rs O in Email enquiry intersoln com USER MANUAL Leave Application Process Prepared by interSoln Date May 25 2006 Document Number LEAVE2 01 Revision 2 01 For Customer Use Only Page 1 of 11 Release 2 01 interSoln 30 Cecil Street 15 00 Prudential Tower Singapore 049712 inte rs O in Email enquiry intersoln com COPYRIGHT This proposal is copyrighted proprietary material of interSoln No part of this work may be copied reproduced modified published uploaded posted transmitted or distributed in any way without interSoln s prior written permission interSoln respects copyright law and expects our users to do the same Unauthorized copying distribution modification public display or public performance of copyrighted works is an infringement of the copyright holders rights This work is classified as confidential information and is disclosed only to the recipient to whom this work is addressed This confidential information is to be used solely for the purpose of the recipient to evaluate if it should accept the technical solution proposed by interSoln The contents or subject matter of this work or part thereof must not be revealed to any third party without prior written permission from interSoln The third party to whom the communication is made includes an individual firm or company or an employee or emplo
9. n highlight the Leave Application from Business Template and click on the Start button Upon successful request the following screen will be shown Enter the necessary information and scroll all the way to the bottom of the page to select the necessary action button Users are able to apply leave claim back applied leave checked leave balance and leave history from this screen Z interSoln Workflow 2 1 Microsoft Internet Explorer Ee 3 16 x File Edit View Favorites Tools Help EI Bak gt A Gsearch Favorites media 4 B Sh SI 3 tr Address http flocalhost interSolnfindex jsp gt Go NN l Logout In ter OUD tke business process people Username admin intersoin com Friday May 26 2006 Business Processes Business Templates Business Form Leave Kequest rorm Name Email To lt Total Days wk Sun 18 Today gt gt Mon Tue Wed Thu Fri Sat 1 2 3 4 5 6 19 7 8 9 10 11 12 13 Please supply r 20 14 is 16 17 18 19 29 ppriate 21 21 22 23 24 25 26 27 22 28 29 30 31 El EXIT SUBMIT Annual Leave Balance 3 used of 10 Medical Leave Balance 0 used of 20 Application No Leave Type Commence Date End Date No Of Leave Taken Description 12 Annual Leave 23 05 2006 AM 23 05 2006 PM 2 x Le Figure 3 1 Leave Request Form Screen For Customer Use Only Page 9 of 11 Release 2 01 interSoln 30 Cecil Street 15 00 Pruden
10. rocess people Username admin intersoin com Business Processes Business Templates Business Form Logout Saturday May 27 2006 Preferences Human Resource Process Reports Report By Cost Centre Code Proceed fa i PR User Name ALL Reports Type EXPENSE CLAIM v After Date Created Date MSN EN LEAVE APPLICATION TT Before Date Closed Date aS wi Pone Local intranet Figure 3 3 4 Human Resource Report s Screen 3 2 3 1 Leave Application Report This report allows the administrator to generate the leave application to look at a specific user s based on a specific date This way a company can better know its employee s leave history so as to plan accordingly LEAVE SUMMARY Web Page Dialog E x s LEAVE SUMMARY interSotin The Business Process as admin intersoln com 4 used of 10 D used of 10 Report Completed Print Close Figure 3 3 4 2 Leave Application Report For Customer Use Only Page 11 of 11 Release ft 2 01
11. tial Tower Singapore 049712 inte rs O in Email enquiry intersoln com 3 2 Assigned Company Administrator Administrator has rights that normal users do not have Hence he she has the following responsibilities before normal users can proceeds with using interSoln Workflow s Human Resource Process 3 2 1 Leave Type Maintenance This screen is for the administrator to maintain the entire company s leave type s interSoin Workflow 2 1 Microsoft Internet Explorer i E 18 x File Edit View Favorites Tools Help Bak gt A Gsearch Ggravortes Wmeda Edy I A I Le Address http localhost interSolnfindex jsp hd Logout s interSoln the business process people Username admin intersoin com Business Processes Business Templates Business Form Saturday May 27 2006 Preferences Leave Type Maintenance Search Leave Code v Go Select All W Leave Code Leave Name Description LEAVE Annual Leave Leave code for Leave Application O MEDICAL Medical Leave Delete Leave Type New Leave Type gt I a alc eee Figure 3 3 2 Leave Type Maintenance Screen 3 2 2 User Maintenance This screen is for the administrator to maintain the entire company s user s New user created here has a default password of trialuser E interSoln Workflow 2 1 Microsoft Internet Explorer l 4 E 15 x File Edit View Favorites Tools Help
12. yees of such a firm or company The recipient by its receipt and non rejection of this work acknowledges that this work is confidential information and contains proprietary information belonging to interSoln and further acknowledges its obligation to comply with the provisions of this notice For Customer Use Only Page 2 of 11 Release 2 01 interSoln 30 Cecil Street 15 00 Prudential Tower Singapore 049712 inte rs O in Email enquiry intersoln com Table Of Contents PIN a de ccccagacsccvcaccscessieceebevcesinetessacasuus ceases ivecdecsucncscurs wesesbaaacaststuavenseanssectececsioe 2 TABLE OF GOIN TIN NT 3 1 INTRODUCTION cesna aE E E SEAE NA EEEE ASKON 4 2 GETTING STARTED riiai dapandieaa A sacaaeuceiiasacdeiacsevscussaasadeaarsaceeiecseesces 5 2 1 ION 5 2 2 BUSINESS PROCESS MENU eeeernervnnevrnenvnnevnnnevrnenvnnennnnevsnnnvnnenennsvnnnsvnnenennevenesvnnesennevnnesennessnneee 6 2 3 BUSINESS TEMPLATE MENU 0 0 0ccccceccccccccsceccnccccscconseccnccccecccnseccsccceccessceesscnscecesscaenses 6 2 4 BUSINESS FORM MENU cccecccecccsccccsccccccceccccescccssccescccuscccseccuscecuesecseccasscasnceateceutscaseces 7 25 PREFERENCES MENU 0ccccseccccccccsccccscccccccesceccucccssccescecescccseccescecsececseccusscasncensecesecaeaces 8 3 HUMAN RESOURCE PROCESS sscsscccsciscssectscivenccsatdectasscsandccsasecceaccccdscsscsnasssbcesdasadswaseescanedesassics 9 3 1 LEAVE APPLICATION saersi AEE E A 9 3 2 A
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