Introduction to TESA User Guide - ERDF Support
Contents
1. Step Cover Sheet j B Cover etiem Click the link in the Steps navigation pane to view a programme screen There is currently no history to display B indicators Financial Tables Groups 8 FOls Geographical Submissions Introduction to TESA User Guide Version 1 0 Last updated 28 03 07 Document Owner Victoria Norman TESA Project Team Page 24 of 38 Introduction to TESA View Programme Details 5 Use the links in the Steps navigation pane to view the programme screens An overview of each screen is provided below Note For more detailed information on the Programme Screens please view the system Help Text or the Administrator User Guide Introduction to TESA User Guide Version 1 0 Last updated 28 03 07 Document Owner Victoria Norman TESA Project Team Page 25 of 38 Introduction to TESA Search for and view Organisations Search for and view Organisations All users may search for and view organisations Applicant users can search for and view details for their own organisation GO users can search all organisations in their programme s Note To edit an organisation you must be assigned the Organisation Administrator or User Administrator role This is covered in the Administrator User Guides Search for an organisation 1 If necessary click on the Home link ee ERDF site for England ERDF Library ERDF Glossary Best Practice Co ds The UK G2. James Smith Government Office for the South East Projects A ction Plans Personal Details Most GO users will see the tabs shown above An additional tab labelled Reference Data is viewable only by the Data Administrator Introduction to TESA User Guide Version 1 0 Last updated 28 03 07 Document Owner Victoria Norman TESA Project Team Page 7 of 38 Introduction to TESA Navigation on TESA An overview of each tab is provided in the table below Detailed descriptions follow in subsequent sections of this guide Click on this to Tab Tasks display your home page It shows a list of tasks relevant to the role or roles you have been allocated on TESA From this screen you may navigate to all main areas of the system using the tabs described below Projects Action Plans search for and open a project Action Plan and view detailed information including claim schedule and offer screens Programme view a summary screen for all programmes in your region From there you can access detailed programme information Organisations search for and view organisations on TESA Users search for and view users on TESA Personal Details view and edit personal details including your password Top level links Whatever screen you have open the two set of links shown below will be available in the top right hand corner of the page ERDF site for England ERDF Library ERDF Glossary Best Practice
3. as James Smith Home Reporting popup Page Help popup Logout A description for each link is provided in the table below Introduction to TESA User Guide Version 1 0 Last updated 28 03 07 Document Owner Victoria Norman TESA Project Team Page 8 of 38 Introduction to TESA Navigation on TESA display your Home page and Tasks list access the TESA reporting tool Cognos ReportNet The reporting tool will open in a separate window A number of standard and tailored reports are available to all users Selected users are able to create reports and ad hoc queries Reporting pop up Hemember to close the pop up window when you have finished using Reporting open the on line help Help is available on all screens and will open in a separate window Remember to close the pop up window when you have finished using Page Help log out of and close TESA ERDF for England open the home page of the central website for ERDF in England maintained and managed by the Department for Communities and Local Government ERDF Library view a range of ERDF documentation and guidance held on the ERDF for England website ERDF Glossary open a handy glossary of ERDF terms Best Practice open the Best Practice section on the ERDF website Page Help pop Introduction to TESA User Guide Version 1 0 Last updated 28 03 07 Document Owner Victoria Norman TESA Project Team Page 9 of 38 Int
4. 00 50000 00 Demand Note sent to SAP Click the View link to open a printable claim 13 12 2006 Interim aid 3 4 Quarterly 30 06 2007 Interim 5 Quarterly 30 09 2007 Interim 6 Quarterly 31 2 2007 Interim 0 00 0 00 0 00 Note More detailed information on Claims screens can be found in the Claim Approver Certifier and Authoriser User Guides Introduction to TESA User Guide Version 1 0 Last updated 28 03 07 Document Owner Victoria Norman TESA Project Team Page 21 of 38 Introduction to TESA Search for and view Projects Action Plans View offer details All GO users may view offer details of projects action plans in their region Note To edit offer details you must be assigned the Project Monitor role This is covered in the Project Monitor User Guide 1 Click on the Offer Details tab to view contractual information for the project or action plan 2 he Offer Details Cover Sheet is the first screen to display The UK Government s ables ERDF site for England Logged in as James Smith Home Reporting pop up Page Help Logout Marlowe Innovation Centre SE England Objective 2 Reference 390 Status Live Offer Details Cover Sheet LONE Click the link in the ractual Documents istory i i Project and Applicant Steps navigation pane to Step Cover Sheet Details Status Date view a Screen Li 14 03 2007 SH C
5. 2 2000 2006 GONVV5155EUR 3 182 78 o Live CM Click link to view the project details 4 The project opens on the Profile Overview screen Introduction to TESA User Guide Version 1 0 Last updated 28 03 07 Document Owner Victoria Norman TESA Project Team Page 19 of 38 Introduction to TESA Search for and view Projects Action Plans View non contractual details When you have a project or action plan open on TESA the tabs and links illustrated below become available Marketing Shropshire as a Visitor Destination West Midlands Objective 2 Reference 101 Status Live Offer Details Geographical Details Payment Details Irregularities Risk Visits Profile Screens When you search for and open a project or action plan it always opens on the Profile Overview screen This and the other screens within the Profile section highlighted above in red are explained in the table below Click onto Overview view a range of contractual and non contractual details for the project Users with Project Monitor roles may edit this screen all other users will have read only access Geographical view the geographical areas counties districts Details wards and Travel to Work Areas TTWAs that the project or action plan has been assigned to Users with Project Monitor roles may edit this screen all other users will have read only access Payment Details view payment information for the project or ac
6. Personal Details Change the relevant First Name required James ee decus Last Name required Smith Email required james smith gose gsi gov uk Organisation Government Office for the South East Address Bridge House 1 Walnut Tree Close Guildford Surrey GU1 4GA Region South East Programmes SE England Objective 2 When details are correct Thames Gateway Kent Urban ick on the Save butto n Roles Claim Approver Claim Editor Project Monitor Change Password Change Password link Note If you make an error or wish to cancel any changes you may click on the Cancel button to restore the original information 3 To change your password click on the Change Password link Introduction to TESA User Guide Version 1 0 Last updated 28 03 07 Document Owner Victoria Norman TESA Project Team Page 35 of 38 Introduction to TESA Change Personal Details Note Read the Password Rules below before changing your password 4 The screen below displays James Smith Government Office for the South East Change Password Change your password here Please enter your existing password and your new password twice Then click on the Save button Old Password New Password Re enter New Password 5 Enter your existing password in the Old Password field 6 Tab down to the New Password field and type in your new password 7 Tab down to the Re ente
7. User Guide Version 1 0 Last updated 28 03 07 Document Owner Victoria Norman TESA Project Team Page 28 of 38 Introduction to TESA Search for and view Organisations Organisation Details Screen Name Displays the name of the organisation Type Displays what type of organisation it is for instance non departmental public body charity local authority etc Short Code The code given to the organisation by the GO when it was created SAP Vendor no The SAP number given to the organisation SAP uses this number to uniquely identify the applicant for payment Local Authority The local authority class to which it belongs district Organisation county unitary authority etc LA Class Parent LA The name of the local authority to which the organisation belongs where the organisation is a LA department National Code The relevant local authority code Non Local A charity registered with the Charity Commission is given Authority a unique registration number This is the number they Organisations must quote when raising funds Company Charity Code Addresses Displays the organisation s addresses registered on TESA Displays a list of all users for the organisation registered on TESA 3 Click on the address link to view the address in an envelope format as illustrated below Introduction to TESA User Guide Version 1 0 Last updated 28 03 07 Document Owner Victoria Norman TESA Project Team Page 29 of 38 Introduction t
8. an applicant or AP name to display all projects or action plans associated with that organisation Click in this field to display and select from a list of different statuses to search for all project or action plans you are permitted to view at that status Groups are categories set up by the GO at programme level for workflow and reporting purposes Groups may be for example thematic eg urban regeneration or geographic eg sub regions GO users may enter a group name to display all projects action plans in the programme allocated to that group GO users may enter the name of the current owner of the project or Action Plan to search for all projects and action plans that person is responsible for Last updated 28 03 07 Page 15 of 38 Introduction to TESA Search for and view Projects Action Plans Field Description Sort By Click in the field to display and select from a list of sort options to determine how your search results will display The default setting is Project AP Ref Sequence Results will display in an ascending order If you wish to view results in a descending order click the Desc radio button Page Size Click in this field and enter the number of results you would like to appear on each page The default setting is 10 Note TESA allows you to use a wildcard search eg if you want to find all projects which start with A type A in the Project Name field Wildcards can be used in any alpha
9. pick up an open task click on the link in the Action column Locked Only the named user can take up and complete The status will contain the name of the user who currently owns the task lf a task is routed to a new user then the status will display as Routed to x where x is the user s name until the user accepts the task Note Administrator roles do not have Task lists Filtering A range of filter criteria are provided to help you prioritise your Task List 1 To filter tasks enter as many or as few criteria as you require and click on the Filter Tasks button 2 To remove all selections and display all tasks click on the Remove Filter button Filter Criteria Reference Status fo Sort By Date Raised v Name Locked Against pO Sequence Asc Desc Group pO Action Page Size 0 Owner Fitter Tasks Remove Fitter Priority fe Raised By Measure Id Filter Tasks button Introduction to TESA User Guide Version 1 0 Last updated 28 03 07 Document Owner Victoria Norman TESA Project Team Page 11 of 38 Introduction to TESA Tasks Reference Enter the project or Action Plan reference to display only tasks relating to that project Action Plan Enter the project or Action Plan name to display only tasks relating to that project Action Plan Groups are categories set up by the GO at programme level for workflow and reporting purposes Groups may be
10. target outputs that the project has been contracted to deliver Hed requires attention Amber marginal Green acceptable on target Spending his reflects the achievement of actual against Variance contracted expenditure capital and revenue Red requires attention Amber marginal Green acceptable on target Introduction to TESA User Guide Version 1 0 Last updated 28 03 07 Document Owner Victoria Norman TESA Project Team Page 18 of 38 Introduction to TESA Search for and view Projects Action Plans Column Description This indicates the current status of a project eg Status Closed Financially Complete Live Pending Live Withdrawr Current Owner Displays the name of the current owner of the project This relates to the project status For example if the project is live the current owner will be the responsible project monitor if the project is pending approval the owner will be someone with the grant approver role Note If your search returns no results the following message will display There are currently no Projects A ction Plans display Check your search criteria amend if necessary and search again 3 Click on the relevant Project Action Plan Name link to open the project or Action Plan Programme Action Plan Project Action Plan Ref Project Action Plan Name Grant k Risk Output Spending Status Current Owner Variance Variance Objective
11. 0 items they will display across more than one page The number of results pages is displayed in the bottom right hand corner as highlighted above 4 10 of 30 On subsequent pages the first page and previous page buttons become available Previous page button Pd Introduction to TESA User Guide Version 1 0 Document Owner Victoria Norman TESA Project Team Last page button Next page button Last updated 28 03 07 Page 17 of 38 Introduction to TESA Search for and view Projects Action Plans Search Results Column Descriptions Programme The programme that this project action plan is under i e Objective 1 2 or Urban Project Action The project reference number This is generated outside Plan Ref of TESA by the GO Each GO has its own rules system for generating project references Project Action The project AP name as it appears on the offer Plan Name Grant k This figure represents the total grant committed Indicates the overall risk rating allocated to the project action plan Project Monitors must provide an initial risk assessment and then evaluate ongoing the risk for each of their projects Hed requires attention Amber marginal Green acceptable on target At the time of writing all Risk traffic lights are showing as grey as this is the default setting and a rating has not yet been entered against each project Output Variance This reflects performance against the
12. A Search for and view Users View user details 1 Click on the appropriate link to view a user The User Details screen will open User Details Organisation Government Office for the South East First Name James Last Name Smith Telephone Fax Email james smith gose gsi gov uk Address Bridge House 1 Walnut Tree Close Guildford Surrey Main Contact for Organisation Tes GG ID LA2WHB4GSISM Programmes Franco British INTERREG3A SE England Objective 2 Thames Gateway Kent Urban Role Name Team Leader Claim Approver Claim Editor Project Monitor There are currently no projects assigned to this user to display 2 Click on Return to redisplay the Users search screen Introduction to TESA User Guide Version 1 0 Last updated 28 03 07 Document Owner Victoria Norman TESA Project Team Page 34 of 38 Introduction to TESA Change Personal Details Change Personal Details Once you have been set up as a TESA user only you can change the following personal details your first name last name email address and password 1 From your home page click on the Personal Details tab Tha UK Government s ERDF site for England Personal Details tab James Smith Government Office for the South East Projects Action Plans 2 The screen below displays Home Reporting pop up PageHelp pop up Logout James Smith Government Office for the South East
13. BRT ProjectMonitor View Project 25 02 2007 pjc 2666 bug 2666 n a SE BRT ProjectMonitor Routed to SE BRT ProjectMonitor View Project 23 02 2007 mm1738 Test IV n a SE BRT ProjectMonitor With SE BRT ProjectMonitor View Project 1 10 of 31 Filter Criteria Reference Status v Sort By Date Raised v Name Locked Against Sequence Asc 9 Desc Group E e Page Size 10 Owner Priority Raised By Measure Id About this screen The Tasks screen is for most users their main hub on TESA It displays all tasks relevant to the role or roles that you have been allocated that require action and those which are currently being worked on by other users Introduction to TESA User Guide Version 1 0 Last updated 28 03 07 Document Owner Victoria Norman TESA Project Team Page 10 of 38 Introduction to TESA Tasks That means if you have more than one role e g Certifier and Authoriser all tasks relating to each of those roles will appear in a single list Also as Task lists work at a role level if for example there are three people with Certifier roles in the GO each will see all claims that require certification in their Task list Each Certifier can then pick off the list the claims for which they are responsible Tasks can be either open or locked Task Status Description Anyone with the appropriate TESA role can take up and complete To
14. Introduction to TESA User Guide Version 1 0 Last updated 28 03 07 Document Owner Victoria Norman TESA Project Team Page 32 of 38 Home Reporting pop up Page Help up Logout Introduction to TESA Search for and view Users 4 Enter your search criteria Note You can search for a user by first name or last name or use a wildcard search if you are not sure of the spelling To search for a specific user e Type in the user s full name eg James Smith e Use a wildcard search in either or both fields In this example you could use J in the First Name field and or S in the Last Name field To view all users you are able to search in the First or Last Name field 5 After you have entered your search criteria click on the Search button The Results display in the lower half of the screen as illustrated below James Smith Government Office for the South East Tasks Projects Action Plans Programme Organisations Personal Details J g g Users First Name J Last Name Click on the Name or Role s link to view the person s details Results Name Organisation Role s James Smith Government Office for the South East Bc Click on the Organisation link to open the Organisation Details page Introduction to TESA User Guide Version 1 0 Last updated 28 03 07 Document Owner Victoria Norman TESA Project Team Page 33 of 38 Introduction to TES
15. Norman TESA Project Team Page 31 of 38 Introduction to TESA Search for and view Users Search for and view Users All users may search for and view users Applicant users can search for all TESA users in their organisation GO users can search for all users associated with their programme s Note To edit a users profile you must be assigned the User Administrator role This is covered in the Administrator User Guides Search for a user 1 If necessary click on the Home link ERDF site for EngjAnd ey Best Practice A ARN SN The UK Government s Oppo ERDF site for England Logged in as James Smith Home Reporting up Page Help up Logout James Smith Government Office for the South East 2 Click on the Users tab E ERES Home Reporting pop up PageHelp popup Logout James Smith Government Office for the South East Projects Action Plans Personal Details 3 he screen below displays m ERDF site for England ERDF Library ERDF Glossary Best Practice The UK Government s ERDF site for England Logged in as James Smith James Smith Government Office for the South East Projects Action Plans Personal Details You can search by first name or last name Users You can enter the full name s or use wildcards if you are not sure how to spell the name First Name Last Name
16. Page will display Notes e Once you are logged in TESA will not generally request further proof of your identity It is therefore essential that you do not share your ID and password with anyone e f you have not received a TESA ID and password prior to go live contact your GO TESA helpdesk e For what to do if you forget or want to change your password please see the Introduction to TESA user guide Logout Click on the Logout link in the top right navigation bar Logged in as SE BRT GrantApprover Home Reporting pop up Page Help popup Logout Introduction to TESA User Guide Version 1 0 Last updated 28 03 07 Document Owner Victoria Norman TESA Project Team Page 5 of 38 Introduction to TESA Logging in and out of TESA TESA security Once you are logged into TESA you will not be required to provide evidence of your identity again Therefore it is very important that you do not leave PCs with access to TESA open Use Alt Ctrl Delete and choose Lock Workstation Note TESA will only automatically log you out after four hours of inactivity Keyboard shortcuts When you have TESA open you can use standard keyboard shortcuts to move around the screens Home Moves to the top of the page End Moves to the bottom of the page Up amp Pg Moves or down one screen load Introduction to TESA User Guide Version 1 0 Last updated 28 03 07 Document Owner Victoria Norman TESA Project Team P
17. age 6 of 38 Introduction to TESA Navigation on TESA Navigation on TESA When you have successfully logged in to TESA your home page also Known as the Tasks screen is the first page to display This is the main hub on TESA for most users and is described in detail in the next section Tasks ERDF site for England ERDF Library ERDF Glossary Best Practice ommunities The users and organisation is displayed here On every screen Logged in as James Smith Home Reporting pop up PageHelp popup Logout James Smith Government Office for the South East Programme Projects Action Plans Organisations Personal Details Click Home from any screen to return to the Tasks page These tabs allow you to navigate to the main areas of the TESA system Date Raised Reference Name Measure Claim No Raised By Status Action 02 03 2007 pjc3 ref 5 selenium grant calc test 5 n a SE BRT ProjectMonitor Routed to SE BRT ProjectMonitor View Project 02 03 2007 pjc3 ref 5 selenium grant calc test 5 1 1 5 SE BRT ProjectMonitor Approve Claim Top level tabs From your home page a number of tabs will be visible to you which allow you to navigate to key areas of the system Which ones display depends on what TESA role s you have been allocated Note For more information on roles please see the TESA Roles document The UK Government s Communities ween ERDF site for England
18. ain the standard and bespoke reports available for you to view Note For further information on TESA reporting please see the TESA Reporting guide Introduction to TESA User Guide Version 1 0 Last updated 28 03 07 Document Owner Victoria Norman TESA Project Team Page 38 of 38
19. cts Status iza 10 Action Plans a Page Size Group enn Current Owner Project AP Ref A range of criteria can be applied to your search as detailed below Introduction to TESA User Guide Version 1 0 Last updated 28 03 07 Document Owner Victoria Norman TESA Project Team Page 14 of 38 Introduction to TESA Search for and view Projects Action Plans Search Criteria Field Programme Projects Action Plans Measure ID Project AP Ref Project AP Name Project AP Organisation Status Group Current Owner Introduction to TESA User Guide Version 1 0 Document Owner Victoria Norman TESA Project Team Description To perform a search you must first select the correct programme Click in the field to display a list of all programmes in your region and select the appropriate one lf you wish to search for projects leave the checkbox selected If you wish to search only for Action Plans click in the box to remove the tick lf you wish to search for Action Plans leave the checkbox selected If you wish to search for projects only click in the box to remove the tick To search against a specific measure enter the measure reference in numbers in this field Each project AP has a unique reference code assigned to it by the GO Enter this reference here to search for a single project AP Enter the project or AP name to search for a single project or Action Plan Enter
20. for example thematic eg urban regeneration or geographic eg sub regions Enter a group name to display only tasks associated with projects or Action Plans belonging to that group Each project or Action Plan on TESA is owned by a Project Monitor within the GO filter tasks by owner enter their name here This can be your own or another user s name Raised By If you wish only to view tasks raised by a specific person on TESA enter their name here Click in this field to display different task statuses by which you can then filter your list If you wish only to view tasks locked against a specific person on TESA enter their name here This may be you or another user Locked Against Click in the field to display a list of actions for example Certify Claim which you can then select from and filter by Priority lf you wish only to view tasks which relate to a specific programme priority enter the priority ID here Measure ID Enter a Measure ID numeric to display only tasks relating to that measure Sort By Click in the field to display and select from a list of options to sort your tasks You may sort by any of the Task List column headings The default setting is Date Raised Introduction to TESA User Guide Version 1 0 Last updated 28 03 07 Document Owner Victoria Norman TESA Project Team Page 12 of 38 Introduction to TESA Tasks Field Description Sequence Results
21. l previous versions of the project action plan and the respective offers 3 To view details of a particular version click on the associated link The offer details screens will display in read only view Introduction to TESA User Guide Version 1 0 Document Owner Victoria Norman TESA Project Team Last updated 28 03 07 Page 23 of 38 Introduction to TESA View Programme Details View Programme Details All GO users may view details of programmes in their region Note To edit programme details you must be assigned the Data Administrator role This is covered in the Administrator User Guide 1 If necessary click on the Home link eee ERDF site for England ERDF Library ERDF Glossary Best Practice 9 gom The UK Government s Wert ERDF site for England Logged in as James Smith Home Reporting pop up PageHelp pop up Logout James Smith Government Office for the South East Home link 2 Click on the Programme tab The screen below will display James Smith Government Office for the South East Projects Action Plans Personal Details Programmes Click to open Name Type Franco British INTERREG3A INTERREG View A SE England Objective 2 OBJ 2 View Details Thames Gateway Kent Urban URBAN View Details 3 Click on the View Details link to the right of the programme you wish to view 4 The Programme Cover Sheet opens Projects Action Plans Personal Details Programmes Cover Sheet
22. laim Schedule ES Targets Comments RoutingLive Costs Profile Z Yearly Funding Profile Status Date Owner Role Quart erly Funding Profile Under Amendment 14 03 2007 SE BRT ProjectMonitor Project Monitor Terms amp Conditions of Status Date Owner Role Offer Live 14 03 2007 SE BRT ProjectMonitor Project Monitor 3 From here you can navigate to a number of additional screens highlighted below which contain the full contractual details for the project or action plan Note For more detailed information on Offer Details screens please see the Project Monitor or Claim Approver user guide Introduction to TESA User Guide Version 1 0 Last updated 28 03 07 Document Owner Victoria Norman TESA Project Team Page 22 of 38 View project history Introduction to TESA Each time a significant change is made to a project action plan which requires the re issue of the offer TESA creates a new version and retains previous iterations for audit purposes This Project History is visible to GO and Applicant users 1 With the project open click on the Project History tab Claims Project Profile Application and Offer Project History 23 01 2007 11 53 00 Project 2 23 01 2007 11 53 00 Project v2 20 01 2007 13 43 00 Offer v2 20 01 2007 13 43 00 Offer v2 20 01 2007 13 33 00 Project v1 20 01 2007 13 33 00 Project v1 amend to assign to me amend to assign to me issue issue amend amend 2 his screen lists al
23. numeric field For example if you want to search for measures 1 10 1 19 type 1 1 in the measures field 1 Enter your search criteria 2 Click on the Search button Introduction to TESA User Guide Version 1 0 Last updated 28 03 07 Document Owner Victoria Norman TESA Project Team Page 16 of 38 Open a project or action plan Introduction to TESA Search for and view Projects Action Plans 1 Search results display on the same screen below the search fields Scroll down to view results Search Results Programme Action Plan Objective 2 2000 2006 Objective 2 2000 2006 Objective 2 2000 2006 Objective 2 2000 2006 Objective 2 2000 2006 Objective 2 2000 2006 Objective 2 2000 2006 Objective 2 2000 2006 Objective 2 2000 2006 Objective 2 2000 2006 Project Action Plan Ref GONVVS1 45EUR GONVVS1 46EUR GONVV5S147EUR GONVVS1 48EUR GONVVS1 49EUR GONVVS150EUR GONVV5151EUR GONVVS152EUR GONVVWS153EUR GONVVS154EUR Project Action Plan Name Grant k 2877 00 5 365 18 822 52 6 980 40 11 823 00 1 192 00 6 146 23 1 625 33 30 772 59 3 889 95 Risk wv w Ww Ww ee ee ee SE wv Output Spending Status Variance Variance 0000000 0 Current Owner Live Live Number of result pages Live Live Live Closed Financially Complete 1 10 of 30 2 f your search returns over 1
24. o TESA Search for and view Organisations Government Office for the est Midlands Overview Organisations User Management Personal Details Address Details Building Hame Number 3 Priestley Wharf Street Holt Street Aston Science Park Town Birmingham District County West Midlands Postcode 7 4BN 27 Cancel button 4 Click on the Cancel button to redisplay the Organisation Details screen 5 To view a user s details click on the relevant user link Users ou Click to view the user s details James Smith Paul Cooper 6 The screen below will display User Details Organisation Government Office for the South East First Name James Last Name Smith Telephone Fax Email james smith gose gsi gov uk Address Bridge House 1 Walnut Tree Close Guildford Surrey Main Contact for Organisation GG ID LA2WHB4GSISM The lower half of the screen follows on the next page Introduction to TESA User Guide Version 1 0 Last updated 28 03 07 Document Owner Victoria Norman TESA Project Team Page 30 of 38 Introduction to TESA Search for and view Organisations Programmes Franco British INTERREG3A SE England Objective 2 Thames Gateway Kent Urban Role Name Team Leader Claim Approver Claim Editor Project Monitor There are currently no projects assigned to this user to display Introduction to TESA User Guide Version 1 0 Last updated 28 03 07 Document Owner Victoria
25. overnment s tomm ERDF site for England Logged in as James Smith Home Reporting pop up PageHelp pop up Logout James Smith Government Office for the South East Home link 2 Click on the Organisations tab The screen below will display James Smith Government Office for the South East Projecte Action Plans Programme Personal Details You can search for an Organisation using the full name part of the name or by the short code if known Organisations Organisation Name Short Code 3 Enter your search criteria Note You can search for an organisation by name or short code if the organisation has been assigned one by the GO You may use a wildcard search if you are not sure of the full organisation name To search for a specific organisation Introduction to TESA User Guide Version 1 0 Last updated 28 03 07 Document Owner Victoria Norman TESA Project Team Page 26 of 38 Introduction to TESA Search for and view Organisations e Type in the full organisation name eg Advantage West Midlands OR e Use a wildcard search in the organisation name field eg Advantage or A OR e By short code AWM OR Use a wildcard search in the short code field eg To view all organisations you are able to search e inthe Organisation Name field R e Type in the Short Code field this will only return organisations that have a shortcode 4 After
26. p link which can be found in the right hand corner of each TESA screen Click to open the Logged as Mark Milka TESA reporting tool Reporting popup Page Help popup Logout 2 The Cognos reporting tool will open TESA User Overview Mic Public Folders Cognos Connection Microsoft Internet Explorer provided by DCLG Edit Favorites Tools File Edit View Favorites Tools Help i9 2 9 a Back Forward Stop Back Forward Stop Refresh Home Search Favorites History Mail Address https 213 212 77 53 Te Address 8 https reporting brt erdf adpm gov uk cognos8 cgi binjcognos cgi b_action xts run sr Y Links 2 gt Go Links Ac IF Glossary Best Practice Cognos Connection m v Tools Help v LAZWHBAGSISM Log Off 2 ged in as Mark Millward m Public Folders My Folders age Help pop up Logout J T E ph Mark Millward Public Folders mi Government Office for the West Mii Entries fi Projects Action Plans Name 8 Modified Actions CJ Acceptance 2 Reports 23 March 2007 13 58 10 More Tasks Date Raised Referenc Action 19 03 2007 GOWWMJEP Routed Filter Criteria Reference Status Sort By Date Raised Locked Against Sequence Asc Desc 3 You will be presented with a list of Public Folders which cont
27. please contact your local GO TESA helpdes Username Password Forgotten your password On the Login screen to enter the system 1 Enter your Government Gateway username and password 2 Click on Login Your home page will display First time log in 1 The first time you login to TESA as a new user for security purposes you will be asked to change your password You are also required to add two security questions and answers These will be used to validate your identity if you should forget your password in the future Security questions at first logon Security Questions To complete the registration of your account please supply two security questions such as Mother s maiden name and first pet s name together with the appropriate answers and click Save The security questions may be used to verify your identity should you need helpdesk support Security Question 1 Security Answer 1 Security Question 2 Security Answer 2 Introduction to TESA User Guide Version 1 0 Last updated 28 03 07 Document Owner Victoria Norman TESA Project Team Page 4 of 38 Introduction to TESA Logging in and out of TESA Change Password screen Change Password Change your password here Please enter your existing password and your new password twice Then click on the Save button Old Password Hew Password Re enter Hew Password 2 On subsequent logins your Personal
28. r new password field and type in your new password for a second time 8 Click on the Save button to update your password Note To cancel changes click on the Abandon button The Personal Details screen redisplays Password Rules for Government Organisation Users Your password must be at least 8 characters long and must include e Atleast 4 letters A to Z orato z These can not be o forward or reverse sequences such as abcd or dcba o the same letter repeated four times such as aaaa o keyboard cop outs like qwerty asdfgh 1gaz etc Introduction to TESA User Guide Version 1 0 Last updated 28 03 07 Document Owner Victoria Norman TESA Project Team Page 36 of 38 Introduction to TESA Change Personal Details e At least one number and at least one punctuation mark or other printable non alphanumeric character such as Your password will expire after 30 days Your new password must be different to the last 10 passwords used Introduction to TESA User Guide Version 1 0 Last updated 28 03 07 Document Owner Victoria Norman TESA Project Team Page 37 of 38 Introduction to TESA TESA Reports TESA Reports All users have access to a range of reports on TESA designed to support the administration and management of ERDF A few users in each GO will be able to design and run ad hoc queries and write complex reports To open the reporting tool Cognos ReportNet within TESA 1 Click on the Reporting Pop U
29. roduction to TESA Tasks Tasks The Tasks screen is your Home page and is always the first page that displays after you log in to TESA To return to this page at any time during your TESA session click on the Home link in the top right navigation bar ERDF site for England ERDF Library ERDF Glossary Best Practice The UK Government s 4 Comunes ERDF site for England Logged in as James Smith Home Reporting pop up Help pop up Logout James Smith Government Office for the South East Click the Home link to display this page Tasks Date Raised Reference Name Measure Claim No Raised By Status Action 02 03 2007 pjc3 ref 5 selenium grant calc test 5 n a SE BRT ProjectMonitor Routed to SE BRT ProjectMonitor View Project 02 03 2007 pjc3 ref 5 selenium grant calc test 5 1 1 5 SE BRT ProjectMonitor Approve Claim 28 02 2007 pjc3 ref 6 selenium grant calc test 6 1 1 4 SE BRT Claimeditor With SE BRT Claimeditor View Claim 28 02 2007 mmS99i np TESA 99 MM 26 Feb 07 1 1 1 SE BRT Claimeditor With SE BRT Claimeditor View Claim 28 02 2007 pjc3 ref 10 selenium grant calc test 10 1 1 5 SE BRT Authoriser Approve Claim 28 02 2007 106 Action Plan All Measures 3 3 20 SE BRT Claimeditor With SE BRT Claimeditor View Claim 27 02 2007 pjc3 ref 13a selenium grant calc test 13a 145 SE BRT Claimeditor With SE BRT Claimeditor View Claim 26 02 2007 pjc3 ref 3046 selenium grant calc test 3046 n a SE BRT ProjectMonitor Routed to SE
30. senensenensenseas 35 W4lielgptee e M 38 Introduction to TESA Introduction Introduction How to use this guide This user guide provides an introduction to the TESA system and gives an overview of all the key areas of functionality More detailed information can be found in the role based User Guides The guide is broken down into clear sections so that you can pick out the functionality that you are interested in The user guide can be used in conjunction with the online help within the TESA system Introduction to TESA User Guide Version 1 0 Last updated 28 03 07 Document Owner Victoria Norman TESA Project Team Page 3 of 38 Introduction to TESA Logging in and out of TESA Logging in and out of TESA Login To log in to TESA go to the home page of the ERDF for England website www erdf communities gov uk and click on login The following screen will display Note The log in link is not yet available on the ERDF website For early adopter office staff carrying out Business Readiness Testing please enter https tesa brt erdf odpm gov uk to display the login screen ERDF site for England ERDF Library ERDF Glossary Best Practice The UK Government s ERDF site for England Login Enter your TESA username and password here If your login details are not accepted
31. tesa Transactional ERDF amp State Aid Introduction to TESA User Guide s e Communities and Local Seq Table of Contents INTRODUCTION e e P 3 HOW TO USE THIS SIE C i ist sede destra EUER Yd nU 3 LOGGING IN AND OUT OF 4 Bec KMPTERT 4 5 TESA SECURIT 6 KEYBOARD SHORTCUTS ccceccecceccecccecceccecccucceccucuecaucucecuesuuuecesuusuuaecaecuusecsessuaeceusuusueaecaeseuaueeseeceeaess 6 NAVIGATION ON TESA RR RRRR RR RRSR RR RR RESRORR RR ROSE RR Rar sra 7 TOP LEVEL TAB 7 TOP LEVEL 8 ES CCMCNUMEK 10 miM e 11 SEARCH FOR AND VIEW PROJECTS ACTION PLANS 14 SEARCH FOR PROJECTS AND ACTION PLANG cceccececceccecceccceccececcucceccucuecececuusueaecuesuuaeceucuuauuaeceeseeaass 14 OPEN A PROJECT OR ACTION PLAN ccscceccecccecceccecccucceccecuccucceceeseeaucuccuusueaecsecuuseeaeceee
32. tion plan Users with Project Monitor roles may enter SAP details on this screen Introduction to TESA User Guide Version 1 0 Last updated 28 03 07 Document Owner Victoria Norman TESA Project Team Page 20 of 38 Introduction to TESA Search for and view Projects Action Plans Link Click on this to Irregularities View any irregularity reports recorded on TESA against the project or action plan Project Monitors are able to add and edit irregularity reports All other users have read only access view the project or action plan risk rating Users with Project Monitor roles may edit this screen all other users will have read only access Visits View all visits recorded against the project on TESA and access visit preparation and guidance documentation View claims 1 Click on the Claims tab to view a list of all transactions associated with a project or Action Plan broken down by measure 2 All historic and scheduled future claims are displayed together with values of grant paid offsets and overpayments 3 From this screen links allow you to access claims and view and print detailed claim reports Offer Details Click on the link under Period End Type or Status to access a claim Humber Period Period End Type Status Grant Paid Version Offset Ineligible Expenditure Recovery Mechanism Recovery Status 1 3 Investment in Innovation View iL 30 09 2006 Paid 485 453 00 1 0
33. uuaucaesaueueaeceeaass 17 VIEW NON CONTRACTUAL DETAILS ceene eene nene ee nem nemei rere eere re sese rersagsa s segre sage se sagi raga 20 VIEW 21 VIEW OFFER DETAILS ccccccecceccecceccececcucceccecuccuccecccuccueaecuucuusucaecueceuaueaecueaecuecuesucecausuuauceucuuauueseeseeaass 22 VIEW PROJECT HISTORY ccccceccecceccececcccuccecccuccuccececueaesuucuuaucuecuesuuaecuecuusuuaucsesuusueaeseusacaueuuauueseeseeaess 23 VIEW PROGRAMME DETAILS ec een eene nnn unen haha sh RR RR DR RR RR RR SR RR RR RR nnne 24 SEARCH FOR AND VIEW ORGANISATIONS 1 eren unen nune n una n sh RR RR sa sa RR Rara cas 26 SEARCH FOR AN ORGANISATION ceerenre re eene nene en rere seme re eire sa se erre sacs re sragsass serre gsags reg sg segre ia 26 VIEW ORGANISATION DETAILS c esee ee nennen nananana reme mere se sire re sa eise ssagsa e regresa geg sara geras 28 SEARCH FOR AND VIEW USERS 32 SEARCH FOR A USER accsceccecccececcececcecuccecucuececueuecuenecsuaesacaesecaunecuuaesuenenseaenecseaesecucuecsunesseaecsucesereenecaees 32 VIEW USER DETAILS ccccccecccecceccecceccceccucecuccucceccecuucueaecucuusucaucuecuucecaucseaecaecuuaucaeseusuuaeceeeauauuaeceusenaass 34 CHANGE PERSONAL DETAILS 0 ccccceccsccecescesceccecescnscncescescecesenscncesensensencesenseneesensensen
34. will display in descending order If you wish to view results in an ascending order click the Asc radio button Page Size Click in this field and enter the number of results you would like to appear on each page The default setting is 10 Introduction to TESA User Guide Version 1 0 Last updated 28 03 07 Document Owner Victoria Norman TESA Project Team Page 13 of 38 Introduction to TESA Search for and view Projects Action Plans Search for and view Projects Action Plans Search for projects and action plans TESA s search function allows all users to access project and action plan details quickly and easily e GO users can search for all projects action plans in their programme area s e Applicant users can search for all projects action plans associated with their organisation To display this screen To view the search screen click on the Projects Action Plan tab About this screen This screen allows you to search for project s or action plan s held on TESA Government Office users can search all projects and action plans in their programme s Applicant users can search only for projects or action plans associated with their organisation Tasks Organisations Personal Details Search For Projects Action Plans Programme Project AP Name Sort By ProjectiAP Ref v SE England Objective 2 l Project AP Organisation Sequence Asc Desc Proje
35. you have entered your search criteria click on the Search button The Results display in the lower half of the screen as illustrated below James Smith Government Office for the South East Tasks Projects Action Plans Programme Users Personal Details Organisations Organisation Name Short Code Results Organisation Name Short Code 1066 Enterprise 1066 Action in Rural Sussex Astor College for the Arts Brighton amp Hove Albion Football Club Brighton and Hove City Council Brighton and Hove Council Introduction to TESA User Guide Version 1 0 Last updated 28 03 07 Document Owner Victoria Norman TESA Project Team Page 27 of 38 Introduction to TESA Search for and view Organisations View organisation details 1 Click on the appropriate link to view an organisation s details Click on link to view details Organisation me Short Code 1066 Enterprise 1066 Action in Rural Sussex Astor College for the Arts Brighton amp Hove Albion Football Club 2 The Organisation details screen displays Organisation Details Name 1066 Enterprise Type Company limited by guarantee Short Code 1066 SAP Vendor No 411843 Local Authority Organisations Local Authority Class Parent Local Authority National Code Non Local Authority Organisations Company Charity Code Addresses Address Users There are currently no users to display Introduction to TESA
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