USER MANUAL
Contents
1. LI 5 G show the sidebar If you cant see the O E m Quantity Concem Pesson to Person to g QPR T DateCreated Status E Action ype Affected Category Action i Person to Action Department sidebar click this to show it Um DateCreated Year v Remove gt Person to Action Department Status Remove E Count 12 Sum 0 gt Person to Action Department Remove Count 7 Sum 0 w Person to Action Department AM Design Engineering gt DateCreated Year 2006 Count 16 Sum 6756 Ascending v DateCreated Year 2007 SELL w Status Closed View 7 485 WH Mee 158 Closed Manufacturing drosler pem 10 00 00 AM 9 Engineering x 1 10 2007 AM Design ga View 477 WH 10 00 00 AM 313 Closed Mixing Parts drosler Engineering Type DateCreated zi p Quantity Affected View 333 OE Tow Bar a 2007 449 Closed Design hpham m Status Concern 1 00 00 AM Engineering Category Person to F Action View 260 AM Tow Bar ae a 576 Closed Design slancaster iaa inca Security 2 5 08 200 Damaged AM Design bcs 10 00 00 ANC L ed Parts pega Engineering View 160 Thetford rendi 887 Closed Labelling smurray EO cal view E 152 OE Tow Bar d ad aes 187 Closed Mixing Parts hpham aiat cl View 131 OE Tow Bar rds dui 324 Closd Mixing Parts slancaster siete aud This data has been or ganised into a drildown report 20011 eBMS Pty Ltd All rights2. gt View uni Aspect And 69 1 12 35 22 PM smurray Impact EMS Environmental 7 10 2011 View Aspect And 68 1 12 35 22 pM Smurray E P Impact Tasks EMS Action M EMS Environmental man View Aspect And 67 1 12 35 22 pm Smurray Impact EMS Environmental 7 10 2011 View ual Aspect And 66 1 12 35 22 pM S urray Impact EMS Environmental Then select Tabular ji T View w n And 65 1 aeria a smurray Report Click on view to then go to idi the record itself Impact 12 35 22 pu Smurray EMS Environmental Mew E Aspectand 6 E 12 35 23 pm Smumay eForm Tasks Mew E Ape E 12 35 23 p Smumay EMS Action Mhnagement E Ape T 7 10 2011 View pace ar geal 60 1 7 10 waa smurray Tabular Report Charting Report D Update Records L Alter eForm Design 20011 eBMS Pty Ltd All rights reserved No unauthorised copying www eBMS com au 32 Filtering ebms Once you are viewing a report of an eForm you can filter the results by certain information Along the top of the report is the filter bar Tag EFormT ype RecordID LineNumber Description Assignee DateLastUpdated Sender Priority Status mi mi i y ux ix LY mi LY Enter the information you would like to filter by into the relevant text boxes These are your filters NoFilter This is the filter button Click this button to display a list different filter methods DoesNotContain St
3. You are always required to enter your current password adas5sword WI to make changes to your account Required Current Password Ps G Control Panel The third icon on the top right of the screen takes you to the sys tem control panel Here you can control the various aspects of administering the system 20011 eBMS Pty Ltd All rights reserved No unauthorised copying www eBMS com au 21 H Help The help button third icon on the top right of the screen takes you to the eBMS help page Click eBMS Version 4 Help for this system You will be greeted with a help page which contains detailed instructions on how to perform various tasks within the eBMS platform I Log Off The top right button logs you out of the eBMS sys tem Use this to leave the system when you have finished using it 20011 eBMS Pty Ltd All rights reserved No unauthorised copying www eBMS com au 22 Workflow Workflow is the first section in most eForms This section shows an overview on the status of the current eForm Workflow allows you to easily manage your current eForms and pass them back and fowards with other users Workflow Description ebms ailored amp Affordable Management Sy Assignee Tycho Tuisku Status Priority The Assignee allows you to set the person currently assigned to the eForm When you are assigned to an eForm this eform will show up in your My eForms list
4. W I F 16 1 18 23 Information Node e Many eForms contain information nodes Information nodes contain information instructions or any other information the user may need to know about specific aspects of the current eform oimply mouse over or click an information node to read what it says 20011 eBMS Pty Ltd All rights reserved No unauthorised copying www eBMS com au 27 Attached Document The Attach document button allows you to attach a file or document to the current eform Attach Document clad inn Attached Documents c Ca Wn X F Upload leFormRecords Quality Concerns Database 515 EM B Record 515 Filename Size E Users xls 5632 T Want to implement Management Dashboards docx 749413 20011 eBMS Pty Ltd All rights reserved No unauthorised copying ebms Tailored amp Affordable Management Systems NOTE An eForm must have been saved at least once before you can attach document Clicking the Attach Document button will open a document manager Here users can upload new documents using the upload button and Delete documents using the red cross When you click the upload button you will be prompted with an upload file window Press Se lect to choose the file you would like to upload When you are done choosing files simply press Upload to begin the upload process E upload 8 Users xls Select Want to implement Management Dashboards docx Sele
5. dress containing Burke Street Or if it has a customer with Billy as part of his name Or if it has an Amount greater than 100 AND a customer named Paul Peter 20011 eBMS Pty Ltd All rights reserved No unauthorised copying Filter Address Contains a Burke u0020Street Customer Contains Billy Amount GreaterThan 100 amp Andoe Customer EqualTo Paul u0020Peter 0 0 www eBMS com au bms Tailored amp Affordable Management Systems 41 Grouping ebms Tailored amp Affordable Management Systems While in a tabular report you can view different groups of reports via the profile drop down at the top of the report Fy Environment Customer Report Tabular Report Customers CRM City Councils 7 Environment Customer Re State a EJ Name LI Us bfa 2 ej h Page size 20 7 26 items in 2 pages State Tag Industry gt State gt State ACT gt State NSW gt State Vic State VIC Showing 8 of 13 items Group continues on the next page UI Te 2 k Mj Page size 20 Hide Filters Clear Filters 26 items in 2 pages 20011 eBMS Pty Ltd All rights reserved No unauthorised copying oimply click on the dropdown box labled profile at the top of the screen and select the group of reports you would like to view This helps keep your reports simple and easy to man
6. r 10 4 Set which columns to display is using the dropdowns 20011 eBMS Pty Ltd www eBMS com au ebms Tailored amp Affordable Management Systems g g Paging Default Page 20 Size Use the Default Page Size option to set how many data entries are displayed on a single page by default Click the trash can to delete a column Use the remove all button to delete all culumns When you are done configuring columns click close to leave this menu All rights reserved No unauthorised copying 36 Security Use the Edit button in the security section to open the security configura tion window Security This window can be used to edit who can view and edit this profile Role Read Administrate Administrators bmyburgh Use the check boxes set which us ers and groups can view and edit this Profile Everyone Add role admini Click the Trash can icons to delete a role To add a new role select the user group from the dropdown and click Add Security his section controls filtering This is used to set which reports are dis played Exclude Ho Closed Filter My eForms Priority Status Use the Status option to filter results by eForm Open or Closed Status bms lailored amp Affordable Management Systems The Exclude Closed option sets whether closed eForm Records are displayed or not The Edit Filter button is used
7. If you are finished with the current eForm and need to pass it on to another user simply change the assignee to that user and the eForm will appear in their My eForms and they will be notified The status sets weather the eForm is open and in progress or closed and com pleted Closed eForms will not show up in any users My eForms Priority determines how urgently the current eForm needs attention Higher prior ity eForms will obviously get attention from users above lower priority eForms 20011 eBMS Pty Ltd All rights reserved No unauthorised copying www eBMS com au 23 Workflow Workflow Transaction Notes are used on some eForms Transaction notes allow you to send infomation to the next user of an eForm when the eForm is being assigned to a new user Workflow Transaction Notes Enter your transaction notes for the next user here 20011 eBMS Pty Ltd All rights reserved No unauthorised copying www eBMS com au ebms Tailored amp Affordable Management Systems Click yes to save notes for the next user Click No to skip this step 24 DATA ENTRY 20011 eBMS Pty Ltd All rights reserved No unauthorised copying www eBMS com au ebms lailored amp Affordable Management Systems 25 ebms Tailored amp Affordable Management Systems eForm Features Collapsible Boxes eForms are split up into sections These sections can be expanded or collapsed based on your need Simply c
8. BMS com au ebms Tailored amp Affordable Management Systems Step 3 Create a line A new line has now appeared Lines act as your filters Filter Click on the line to open its options To delete a line click on the little trash can 38 Advanced Filtering Comparison compares two different sets of data Source eForm Column filters by a particular column only Current User filters by the current user Step 4 Configure a line These are your filtering types They define what type of filter this particular line is Filter pferties V Show Properties Nothing selected Click Comparison to set this line as a comparison filter In this field you set which field you would like to filter from Here you set how you would like to filter In this field you set what you would like to filter 20011 eBMS Pty Ltd All rights reserved No unauthorised copying www eBMS com au ebms Tailored amp Affordable Management Systems Step 5 Configure a line You will now see a few options appear Filter In this example we are filtering within the Address field for infor mation containing the term Burke Street This filter will now only display results which have Burke Street as an address 39 Tailored amp Affordable Management Systems Advanced Filtering Step 6 Groups Now we can take it one step fur Filter This area is called a group Groups are use
9. MS com au 43
10. age www eBMS com au 42 Setting up Users In order to setup a new user goto the Control Panel Then click on Manage Users Manage Users Manage Users Users administrator amandeep bizenet bmyburgh cblyth drosler erosler gtonthat prussell shughes smurray TestUser ttuisku weizhai Export Import ebms Tailored amp Affordable Management Systems New User Username Display Name Email Email user with details Email message for user From this screen you can administer all users of the system To create a new user simple enter a username display name and email Here you can see a list of all current users of the system Click to select the user you want to administer Ticking Email user with details will send the new user their username and automatically generated password Use the edit button to change the username Display name email or password for the selected user Once details have been entered press Create to create the new user Rename to change the users user name Use the Delete button to remove the current user from the system Use the Create button to add a new user This will open the new user window You can also export or import a complete user list in excel format This is extremily useful for moving a user list from a different system 20011 eBMS Pty Ltd All rights reserved No unauthorised copying www eB
11. arts With EndsWith The filter methods define how this filter filters EqualTo mn So if you type Alex into the assignee filter and set the TE filter method to Contains the results will show all people SEA with Alex in their name LessThanOrEqualTo Between NotBetween Where as if you choose EqualTo you will only get re ay sults for people who s name is exactly Alex NotlEmpty IsNull NotlsNull 20011 eBMS Pty Ltd All rights reserved No unauthorised copying www eBMS com au 33 ebms Tailored amp Affordable Management Systems Profile A Tabular Report Profile helps you customise the data displayed in your tabular report With profiling you can setup drill down reports Control ordering be haviour Customise displayed collumns and set advanced filters The Profile dropdown allows you to select premade profiles or create new ones The left hand side bar is your profile controls Here you can choose setup and configure your profiles Use this to select from a list of premade profiles or create new profiles Profile mE Add pewer cord BM Department Y ear Status Tabular Report Quality Concerns Database Person to Action Department 4 DateCreated Year 4 Status 4 Department Year Stat Ty Delete Add Save Preview The arrow can be used to hide or Profile Properties V Show Properties LIA 1 h M Pagesize 1000 v Hide Filters Clear Filters 518 items in 1 pages
12. ct Select Select Overwrite if file exists Max file size allowed 1 024 00 KB File extensions allowed www eBMS com au 28 Option Boxes ebms Use option boxes to select one of a number of AAA different choices Customer Supplier In House OC Warranty OE Use of linked eForm Tables An eForm table displays a list of linked eforms You can click on an eform from the list to view and edit it Or click add to create a new eform Once you have finished with the new eform you must click refresh on the bottom right of the eform table to update the list of linked eforms and see view the new eform Full Name for Customer Title Email Mobile Phone 1st Email sent to Prospect Description 1 Test First Name Test Last Name for Test Mr test email com 666666 777777 2 Smith Renolds for Test Mr Smith corp com 047896325 97412365 refresh add 20011 eBMS Pty Ltd All rights reserved No unauthorised copying www eBMS com au 29 ebms Tailored amp Affordable Management Systems BUSINESS INTELLIGENCE 20011 eBMS Pty Ltd All rights reserved No unauthorised copying www eBMS com au 30 Charting Report ebms Tailored amp Affordable Management Systems A Charting Report allows administrators and users to graphically view data for a particular eForm This data may be things like customer complaints over time how many different categories of eForms are current
13. d ther sama som Cim o to group multiple lines together Andow Customer Contains Billy Properties V Show Properties O Misc This particular group is an And group This means the conditions of all lines within the group must be met before a result is returned By adding a second line we can add a second filter option In this example results will only be shown which pass both filter line 1 AND 2 So this filter will only show results which have Step 7 Groups an address on Burke Street and Billy as a customer By clicking the green circular There are two types of group icon we can change the type of And and Or groups group this Is Filter And groups require results to pass BOTH lines before being Catone conan Billy d IS played u Or Groups require results to pass EITHER line before being displayed So in this example results will be displayed if they have an address on Burke Street or if they have billy as a customer 20011 eBMS Pty Ltd All rights reserved No unauthorised copying www eBMS com au 40 Advanced Filtering Step 8 Advanced Groups You can combine groups and lines to create complex filters In this example we have put two lines inside an And group and j ee then put that group and two other ie es lines inside an Or group EN Right This means that this filter will show a result if it has an ad
14. ead Administrate Administrators v a Everyone y a Add role administrator v Categories Permissions These are the users who have Apolcation been assigned permission to use the Quicklink 20011 eBMS Pty Ltd All rights reserved No unauthorised copying www eBMS com au 19 E Search The search function can be used to search eForm records quicklinks and eForms for any term To perform a quick search simply type what you are looking for in the search box located in the top panel and click the search button This button takes you to the advanced search page The advanced search page gives you the option to search for any key word such as name description etc from any eForm record Quick link and eForm Simply type in the keyword and select the eForm or Quick link you are searching for You will be taken to a page listing the records that match your search criteria Choose where you would like to search Search eForm Records Quicklinks eForms Enter what you would like to search Then click Search 20011 eBMS Pty Ltd All rights reserved No unauthorised copying www eBMS com au 20 F Account Settings ebms Tailored amp Affordable Management Systems In the Account Settings page you can change your current display name Account Settings ttuisku email address and password User Info Display Name Tycho Tuisku Email tycho_tuisku ebms com
15. ebms Tailored amp Affordable Management Systems UsER MANUAL for the eBMS Platform ebms Tailored amp Affordable Management Systems This page is intentionally left blank 20011 eBMS Pty Ltd All rights reserved No unauthorised copying www eBMS com au 2 OVERVIEW Welcome to the eBMS Platform user manual This man ual is designed to assist the user in their day to day use of the system 20011 eBMS Pty Ltd All rights reserved No unauthorised copying www eBMS com au failored amp Affordable Management Systems What is eBMS The eBMS Platform is a comprehensive uniquely cus tomizable web based process management framework It has been successfully used for contract management customer relationship management incident and hazard reporting and investigation project management and much more systems built on eBMS share an underlying platform that includes features such as advanced workflow schedul ing permissions and business intelligence This auto matic inclusion of advanced features allows us to pack age comprehensive systems at a low cost The platform is available either as a hosted solution or installed onto servers managed by our customers as needed 20011 eBMS Pty Ltd All rights reserved No unauthorised copying www eBMS com au Systems How can eBMS help me eBMS helps organisations to automate manage ment processes in an affordable and effecti
16. form The average user should never need to go here H Help Go here for details instructions on how to use various parts of the eBMS platform 20011 eBMS Pty Ltd All rights reserved No unauthorised copying www eBMS com au 15 Tailored amp Affordable Management Systems B My eForms My eForms is an important part of eBMS platform workflow Here you can view and access all eForms which are currently assigned to you If you open an eForm or another user assigns an eForm to you it will display here Likewise if you assign an eForm to another user it will appear in that users My eForms For more infomation on workflow see Workflow 1 FarthGroup 2 My eForms eForms W Quicklinks Assigned to me View only the eForms that you have been assigned Sent by me View only the eForms that you have sent Created by me View all the eForms you have created Include closed View eForms even if they have been closed View Clicking on View will bring up the eForm record to add data to it 20011 eBMS Pty Ltd All rights reserved No unauthorised copying www eBMS com au 16 C eForms Tailored amp Affordable Management Systems Here you can view and search a list of all the eForms that have been created In addition to this you can perform various tasks such as Add data to a current eForm record make a tabular report make a charting report create or edit an eForm template or update a descri
17. lick once on the heading of the box to collapse it Click again to expand Concern Type Customer Supplier In House Warranty OE Production Details conem cate s Attach Document Serial Batch No Attached Documents e Quantity Affected c EBENEN Drop Down Menus Drop down menus are used to select from a pre existing set of data oome drop down menus will only load their data when they are selected These menus may take a few seconds to display and may show a large amount of data You can type directly into these menus to filter results and help find the data you are looking for 20011 eBMS Pty Ltd All rights reserved No unauthorised copying www eBMS com au 26 Tick Boxes You can use Tick boxes to indicate yes or no to a stated et sentence For example CEO approval received Clicking the check box will indicate CEO approval has been received Clicking again will indicate it has not Phato of the concern provided Date Picker z Mov 2011 12 00 AM E The date picker allows you to choose a date for the relevant context Click on the date picker and a calender will appear November 2011 You can then scroll through the months and years to find the date you are looking for Click a day to input that date Some date pickers also support selecting a time Click the time 2 3 4 icon to open the time picker and select the time for the par 9 10 BRR 1 ticular date
18. ly open or many other types of report To get to a Charting Report click on the eForms tab at the top of the page EC eer LAK II is WV ee VP ae Profile Example 1 Delete Add Save Preview Number of Customer Complaints Profile Properties WI Show Properties mem Customer Chart Area Then locate the eForm of interest and and click the word Tasks and select Charting Report eForm Tasks EMS Action Management 3 Add Default Tab ar Report Charting Report D Update Records L Alter eForm Design Inclusion All None 20011 eBMS Pty Ltd All rights reserved No unauthorised copying www eBMS com au 31 ebms Tailored amp Affordable Management Systems Tabular Report A Tabular Report is used to view the individual records contained within a particular eForm This page shows the latest 20 records by default that have been created To view a Tabular Report goto eForms Tabular Report EMS Environmental Aspect And Impact Drag a column header and drop it here to group by that column u4 4 1 2 3 4 Mj Page size 20 Hide Filters Clear Filters Tag EFormType RecordID LineNumber Description Assignee DateLastUpdated Sender Priority Status Then click on tasks next to the eForm you E um iu E umi ui ui a n i are interested in view aspect Aand 70 aroser 2072011 smuray E EMS Environmental 7 10 2011
19. ncepts and termi nology associated with the platform 20011 eBMS Pty Ltd All rights reserved No unauthorised copying www eBMS com au ebms Tailored amp Affordable Management Systems Terminology The eBMS platform has a number of unique terms and concepts associated with this system In this section we will discuss these terms eForms T FarthGroup My eForms 12 Forms F Quicklinks O Ig GOS AE mass EULA i w E d Exped wa maalu eForm Record Quality Concems Database eForms are the most essentual part of the eBMS system 03 Ad calendar event They contain all your data forms processes everything Fr pay a You will use eForms to input new data into the system view P statistics and navigate the platform ne ee pin Lae View Workficw Notes Besignet Ticho Tuisku 3 Capper este Customer gt Supplier In House O Waranty O OE D Production Detadl Production Type Concern Category Fart Nn Serial Gatch No Attach Documant ached Documenta e Quanbty fead ARMA Customer Ceti ils Cuomiemar Arm you tha onginal parchasgr of tha rnduct Contact Names D eForms are the building blocks of the eBMS System ia nA Suburb am tha produc moialled by a suthorsedfqualifed retal Cortact Humber Do you stil have the poof of purchase m Email Photo cf the concern provided r ii He tg nid above guerini tren To Further Unless Hotere of Complains Safety Injury Incur
20. ption 2 eForm description Clicking on the Column header description sorts 1 eForm Type This is the name of the eForm Clicking on the name takes you to Tabular Report t EarthGroup LY My eForms eForms rA Quicklinks 0 Q a eBMS 04 zn15ss EULA Categories mI eForms In eve apital Maintenance eFormType A 4 1 2 b fM Page size 20 l Hide Filters Clear Fil Environmental Management Tasks Dashboards And Reports Human Resource System Lists Tasks Department arketing Management Tasks EG Database Portals Tasks EG Main Entry uality Concern System Q Supply Chain Tasks EG Main Report Systems Tasks EG Regions EG Subreport Operating Measures And Tasks ae Export to Excel Electricity EG Subreport Operating Measures And Export to PDF Natural Gas per C EG Stpseport Water Usage EMS Action Management EMS Action Type EMS Data Management Tasks EMS EEO Initiative Type EMS Energy Efficiency Opportunity Initiatives Tasks EMS Environmental Aspect And Impact Tasks EMS Environmental Impact Type EMS Exposures EMS Main Entry Tasks EMS Percentage Gas List Tasks EMS Possible Consequences i 4 1 2 b M Page size 20 v Hide Filters Clear Filters the eForms into description alphabetically 3 Count This shows how many records exist for a particular eForm 4 Filters By typing in the eForm name or description box you can narrow
21. red An example of a typical eForm 20011 eBMS Pty Ltd All rights reserved No unauthorised copying www eBMS com au 8 Records An eForm acts as an input template When you input data into an eForm a new eForm record is created holding the actual information These eForm Records are attached to the eForm Tabular Report EMS Environmental Aspect And Impact Think of each eForm as a folder and the eForm re cords as the pieces of paper within the folder which Drag a column header and drop it here to group by that column ld uty a 2 3 4 k Pagesie 20 Hide Filters Clear Filters ebms Tailored amp Affordable Management Systems Tag EFormType RecordID LineNumber Description Assignee DateLastUpdated Sender Priority Status a L hold the actual information E a g E m T x EMS Environmental 7 10 2011 View m Aspect And 70 1 erosler 12 35 22 pM Smurray Impact EMS Environmental 7 10 2011 View Aspect And 69 1 12 35 22 pM Smurray Impact EMS Environmental 7 10 2011 View Aspect And 68 1 12 35 22 pM Smurray Impact EMS Environmental 7 10 2011 View Aspect And 67 1 12 35 22 pm Smurray Impact EMS Environmental i 7 10 2011 View Aspect And 66 1 12 35 22 pM Smurray Impact EMS Environmental A 7 10 2011 View Aspect And 65 1 12 35 22 pm Smurray Impact EMS Environmental 7 10 2011 Vie Aspect And 64 1 12 35 22 pM Smurra
22. reserved No unauthorised copying www eBMS com au 34 Profile Profile Department Year Status Delete Add Save Preview Profile Properties Show Properties Grouping Group By Add Person to Action v Overview By default the previously used profile will be used Profile Department Year Status Delete Add Save Preview Profile Properties Show Properties he first section of profiles is used to manage select and create new Profiles ebm S lailored amp Affordable Management Systems Profile Use the dropdown to select a premade profile If you do not want a premade profile select All Columns here Use the Add button to create a Profile Report amp Press Preview to apply the cur DateCreated Year rent Profile settings to tabular Press Save to save currently selected settings to Remove report This will not save these the currently selected Profile EREE settings eremum Press delete to delete the cur Start MM Ye rently selected profile from the Ordering system Order By Add Grouping Ascending Group By Add y The Grouping section allows you to setup a Drill ME 10x pue Down report This will group the data into the Columns oe Hes set S OUPS DateCreated Year PR Productio Type Oatecreated a Use the Add and Remove b Add Quantity Affected Status se the and Kemove buttons to new Saws pipe m Remove group
23. s or remove exsisting ones Action Person to Action Department Remove Security 2S az E Use the dropdowns to set how the data will be Security Collapsed gas grouped Each new group will appear within the Selection Exclude us previous group Closed The Start Collapsed option sets 2 erorme o I weather the groups start closed riority i hiding their contents or open Status Jim showing the groups data con tained within 20011 eBMS Pty Ltd All rights reserved No unauthorised copying www eBMS com au 29 Ordering Ordering Add Address Click the add button to add an ordering parameter Order By Choose which column you would like to order by on the top dropdown Ascending Remove Amount Choose weather this column should be ordered in ascending or descending order Descending Remove Click remove to remove the associated Multiple ordering param ordering parameter eters can be set Results will be ordered by the top paremeter first Projection Use this section to set which columns are displayed in the Report Projection Columns EFormType eei Click Edit to configure this section Description Assignee DateLastUpdated Sender Priority Status DateClosed This will open the column editor Columns Use the add button to add the Aggregate Width desired number of columns n E i v None 100 8
24. tes ebms Tailored amp Affordable Management Systems FarthGroup go My cforms 1 5 Jub OQ fa coer FA A dH coa ooo rs OO ou Last EA ete N eForm Record Quality Concerns Database Quality Concerns Database Description Bssignee Tycho Tuisku Eb Canomm Dap Customer O Supplier C In House U Waranty O OE 5C Sensi Ik Fraducton Type Donam rabegary Fart Nn r Sittech Cumar Serial Beich Mo i Attached Docurrarts e Guanbby FFacind DRIA Customer Details Cusigmar Arm you tha ongingl purchaser of tha j Conbsci Name product Address r When wee the product purchased Who from Suburb Wan tha produc irotalled bry an Faux T suthorsediqusified rmtalie7 ConmctHumber Do you stil have the proof of purchase m Email Photo cf tha concern provided H ote ET HS to amd ales questions iben ho Further Aceon Unless Hatare of Complain Safety Empury Incurred 20011 eBMS Pty Ltd All rights reserved No unauthorised copying www eBMS com au 12 LETS GET STARTED Now that we understand some of the basics it s time to start using the system 20011 eBMS Pty Ltd All rights reserved No unauthorised copying www eBMS com au ebms Tailored amp Affordable Management Systems 15 ebms Tailored amp Affordable Management Systems Logging In When you open your eBMS web page to start a session a pop up box will appear requesting your log in informa
25. tion username and password eBMS To Login EarthGroup Simply type your username and password By logging in you are into the appropriate boxes agreeing to our EULA Then click Login to enter the system If you cannot remember your password click the one emailed to you Above The eBMS Login box 20011 eBMS Pty Ltd All rights reserved No unauthorised copying www eBMS com au 14 Main View Top Panel This here is the Top Panel This is the navigation bar of the eBMS platform It consists of these links gf EarthGroup 2 My eForms B eForms M Quicklinks EEUU Q a eBMS vf xui EULA A B C D A The Main Page The Main page acts as your home page for the eBMS platform Here you will find your systems home page B My eForms My eForms contains a list of all eForms which are currently assigned to you C eForms eForms contains a list of all eForms within the platform D Quicklinks Contains links to any websites or files relevant to the system This may include user manu als company or partner websites E F GH I Log Off When you have finished using the system use this to log off E Search Functions Use this to search eForms eForm records and quicklinks using keywords F Account Settings Use this to manage your user name to the system You can use this to change your username email or password G Control Panel Here you will find system wide settings for the plat
26. to access Ad vanced filtering Look at the next page for how to use Advanced Filtering My eForms allows you to choose if the current users My eForms are displayed in the report Use priority to only view eForms of a particular priority 20011 eBMS Pty Ltd All rights reserved No unauthorised copying www eBMS com au 37 Advanced Filtering Advanced Filtering is one of the more advanced parts of the eBMS platform With advanced filtering you can filter your a report by a huge range of filtering options Profile u Department Y ear Status Delete Add Save Preview Step 2 The Filter Window Profile Properties Group By Ad You will then be presented with the advanced filtering window Click the add a line button to add a filter Re move Start Yes Collapsed Ordering Order By Add Ie Ascending Remove Paging Default Page 1000 Size This is a group we will discuss groups in detail Filter andog HO a little later Projection aa QPR Production Type DateCreated Quantity Affected Status Concern Category Person to Action Person to Action Department Step 1 Open Filtering l Security poer Advanced filtering can Selection Exclude no by accessed by clicking My eForms No Tiu Priority Status C here in the side panel 20011 eBMS Pty Ltd All rights reserved No unauthorised copying www e
27. ve way You might have a number of unstructured or infor mal processes which reside in paper or spreadsheet based systems You may even have an old legacy system which is too expensive to upgrade and are looking for an alternative solution eBMS uses a highly flexible and innovative web based software The eBMS Platform to automate processes 20011 eBMS Pty Ltd EE E ww EU w failored amp Affordable Management Systems The features of our web based platform will help you to Do more with less effort and at a higher quality e Conduct affordable process automation e Implement rapid amp robust process automation Become better organised e Makes your organisation more agile e Drive amp implement process improvement Make better decision faster Key features include Highly flexible platform that can be tailored to your needs e Dashboard amp Flexible Reporting e Management of Workflow requirements e Automated reminders amp Communication Easy to integrate with other systems Flexible reporting for all your Business Information needs All rights reserved No unauthorised copying www eBMS com au ebms Tailored amp Affordable Management Systems This page is intentionally left blank 20011 eBMS Pty Ltd All rights reserved No unauthorised copying www eBMS com au 6 failored amp Affordable Management Systems THE Basics Here we will learn about some of the core co
28. wa die gait ihe purgeese 1o create sary mod quis navipaten capability arcum mu r EY BI s sir in scala ia ard rins portale ram Ei usted b sika t your unique ayatam ami usar ceeds Pead the information cin ud dick an the links her kendo the emMS plasma Opan Ea issar bris to 4 Lia on Gettin mimrigd Lnk nan n raus e Ema RN fe we i der t D pae 5 i m Aami Emi E Larhknards Sey picture intros rs nb van i bay amurar Quality Control System Earth Group Demo System THAS Syrien mauri mn DES m System rantrnis Cnnirgcd Fa My a eT a cr Lopes tud gp MAMA Gt PMi PLATE JL rved No unauthorised copying www eBMS com au 10 ebms Tailored amp Affordable Management Systems Dashboards A dashboard shows a overview of data compiled from a range of records This is generally used for viewing overall Statistics from the system For instance statistics on how many customers you have had each month And average revenue per customer A Dashboard showing amounts of different types of customer Heading E EG Subreport Operating Measures And Electricity 20011 eBMS Pty Ltd All rights reserved No unauthorised copying www eBMS com au 11 Data Entry Forms Data entry forms are the most common type of form in the Sy sse eBMS platform These forms are how most data in input um into the system Export to POF TA Add calendar event e amp Append Current Date View Vunrkficu No
29. would file the different facets of their business into a filing cabinet 3 Export to Excel 3 Export to PDF www eBMS com au 18 D Quicklinks ebms Quicklinks are quite a simple tool but very handy In a nutshell a quick link will direct you to a rel To add a new quicklink click on the Add but evant website a file that has been uploaded ora ton at the top of the page This will then bring file on the company s network local file you to another screen orms eForms eguickinks gear UEM MS Wr Name The name of the Quicklink DIE 1 bui kibi Page size 10 v 7 items in 1 pages Name Description LY Financial Tools You can save any type of files within Quicklinks Edit Delete Cloud Computing Gartner s Views on Cloud Computing Edit Delete Descri ptio n You a ro a lways req u red to DHS Website eBMS can be integrated with your organisation s website Edit Delete e nte r a d escri pti O n l Bayside City Council Website Edit Delete 1 Overview eBMS Platform Faster Flexible amp Affordable System Solutions Edit Delete 2 Management Dashboards How eBMS can help you to have management data on your finger tips Edit Delete 3 Can do Features A detail list of can do features Edit Delete bue sy 2 od apa Page size 10 v in 1 pages Quicklink New Description Target Type Select whether you want to upload a file or direct a en user to a website Permissions Role R
30. y Impact EMS Environmental 7 10 2011 View Aspect And 63 1 12 35 22 pM Smurray Impact EMS Environmental e 7 10 2011 View Aspect And 62 1 12 35 23 PM smurray Impact EMS Environmental 7 10 2011 View Aspect And 61 1 12 35 23 pm Smurray Impact EMS Environmental View Aspect And 60 1 u j Smurray 20011 eBMS Pty Ltd All rights reserved No unauthorised copying www eBMS com au Portals ebms Tailored amp Affordable Management Systems Below The Home portal page from the earthgroup system Portals are intended to help you navigate around your system Portals contain links to all aspects of the system and are intended as your starting point when navigating or using the system Your home portal is found using this button 1 EarthGroup My eForms eForms M Quicklinks 20011 eBMS Pty Ltd All rights rese e 9099 Welcome fo EARTH GROUP Earth Group is a Habilis ongenMeabion and serves as a gema Paa ba show Gee various feabores and benef gi the PRAS Platlorm Siart hene first horas ur Tie aer or chick x the ima es aiu Wel ane an irom Bos sach si eee 4n explanation cafes oe merge abcuk E in rata Thanu ema ore can ba c BE were WER hom bo wee pour mymimm The aneura commu eco mary mer wk the me er egie Lock or meme eerie m tion aihn E demo wich siE gie sau mon infammabon regt te eg glarenmm Frey mre cannentiy loping at 4n Entry Portal These poing sx lug 3 ches
31. your search for a particular eForm 5 Excel Pdf Icons The Excel icon allows you to export the list of eForm names what you see before you to an Excel spreadsheet The PDF icon allows you to send the list of eForm names to a PDF 20011 eBMS Pty Ltd All rights reserved No unauthorised copying www eBMS com au 17 C eForms 6 Tasks Choose a task by simply clicking on the word Tasks next to the eForm you want You will then be prompted with the eForm Tasks pop up listing the different actions you can now take eForm Tasks EG Regions 3 Add Tabular Report Charting Report QD Update Records F4 Alter eForm Design 20011 eBMS Pty Ltd All rights reserved No unauthorised copying bm Tailored amp Affordable Management Systems Use the add button to open a new eform Click to view a Tabular report on this eForm see Tabular Report under Business Intelli gence of this manual for more info Click to view a Charting Report of this eForm see Charting Report under Business Intelli gence of this manual for more info Categories lin eve apital Maintenance Environmental Management System Financial and Risk Human Resource System 7 Categories Most eForms are arranged into dealer l Quality Concern System 1 or more categories Selecting a category Supply Chain from the list will display only eForms which are part of that category This is similar as to how an office
Download Pdf Manuals
Related Search