CMIS 6.1 Upgrade Navigation Reference Guide

September, 2010

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Table of Contents Navigation__________________________________________________________________2

Logging on ________________________________________________________________2 Company IDs ______________________________________________________________2 Accessing Screens / Reports__________________________________________________3 Exiting to the Home Screen ___________________________________________________4 Favorites and Shortcuts ______________________________________________________4 History ___________________________________________________________________5 Sitemap __________________________________________________________________5 Date Fields________________________________________________________________6 Drilling Down to Batch Information______________________________________________6 Lookup ___________________________________________________________________7 Wildcard “ * “ Feature________________________________________________________8 Breadcrumbs ______________________________________________________________9 Submit and Enter ___________________________________________________________9 Changing from lower case to UPPERCASE ______________________________________9 Session __________________________________________________________________9 Field Color Legend_________________________________________________________10 Moving around within the screens _____________________________________________10 Clearing the Screen ________________________________________________________11 Help ____________________________________________________________________11 Viewing reports ___________________________________________________________12 Creating a PDF or Text file using PRINT 2 ______________________________________14 Send a report to an e-mail address using PRINT 2 ________________________________15 WHERE function __________________________________________________________16 Changing a password ______________________________________________________16 Log out __________________________________________________________________17

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Navigation This reference guide is a review of the new navigational functionality in the CMIS 6.1 upgrade. Although the ‘look and feel’ has changed, this guide will walk users through the steps to easily transition from character to the web application. Logging on CMIS 6.1 is launched through the internet using (IE) Internet Explorer.

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Company IDs For those who have access to more than the HBZ company id (COID), your list of COIDs will display after you log on. Simply click on the COID. There isn’t a “Switch To Another Company” menu anymore. To access another COID, log out and back on to re-launch your list or use the SESSION button from the home screen.

Launch Internet Explorer and enter the URL

Enter name and password and click Login

Click on the company id

Navigation Accessing Screens / Reports In CMIS 4.1, users could type the menu numbers on a Selection Line to access their screens or reports. However, in CMIS 6.1, users will not be able to access a screen or report through menu numbers. Launching your selections in 6.1 can be accomplished any one of three ways:

1. On a Selection line, type in the Module + the name of the selection (i.e. JC INSIGHT).

2. Select Fastpath, and enter the Module + name of the selection

3. Select Full Menu and drill down until you locate the selection.

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Navigation Exiting to the Home Screen

To exit any screen press Shift + ! from the screen you are in to navigate to the home screen / selection line.

You can also click on the PROFITOOL 6 logo in the upper left hand corner to return to the home screen / selection line.

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Favorites and Shortcuts

Both features are a tool to access frequently used screens.

1. Launch the screen you want included in a Favorite or Shortcut. .

2. Check ‘Favorites’ or ‘Shortcuts’ (or both). Once you check the box, it adds it to the list. To remove a favorite or shortcut, launch the screen and ‘uncheck’ the box.

Click on the Profitool 6 logo

Favorites displays the menu path.

Shortcuts omits the menu path.

Navigation History

History shows where you have been during the current session. This clears out when you log off. Sitemap

The Sitemap button: • Displays all selections in a user’s log on (the Sitemap will adjust with user security

changes). • Displays the description of a selection when the cursor rolls over a selection name • Allows users to select CONTROL + F to find a specific selection on the map

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Description

Navigation Date Fields

Single click on the calendar icon to populate today’s date.

Double click on the calendar to launch the calendar. After you click on the date, the calendar should disappear.

Click on “X” to close the calendar window if no date is selected. Drilling Down to Batch Information In the previous character version of CMIS, to drill down to batch information in screens such as

JC INSIGHT or TR SEARCH, a right arrow is used. In the WEB version, clicking on the blue arrow will drill down to display the original entry screen image.

Click on the

blue arrow.

Once the blue arrow is clicked, the batch entry screen will show. To navigate back to the query screen press ENTER or Shift+!.

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Navigation Lookup

Lookup fields are available throughout the system. Click on a Lookup field icon to launch the list of values.

This search brought up all job numbers because the search field was left blank.

This search

criteria is more defined.

Once you locate the information, double click on the selection. The list will disappear and the field will be populated with the information.

Click on “Cancel Lookup” to close the lookup window if no data is selected.

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Navigation Wildcard “ * “ Feature

The wildcard “ * ” feature can be used for any matching string of data throughout the system in some fields to narrow a search (Note: There are some fields not activated with this feature).

In this example, the name used was FEDERAL*.

In this example, the name used was FEDERAL* and the activity was 43*.

The ‘@’ wildcard search (any matching character) used in CMIS 4.1 is available in the upgrade. Example 1: The specification 123@5 would select the following activities: 12315 12325 12335 123X5, etc. Example 2: The specification 123* would select the following activities: 12345 12379 123123 1230987423, etc.

Example 3:

The specification 1@3* would select the following activities: 113456 123789 1339011 14383129, etc.

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Navigation Breadcrumbs

The menus for a selection will display on the top of the screen. You can click on these ‘breadcrumbs’ to backup on the menu.

Submit and Enter The Submit button gives the same result as the ENTER key on your keyboard.

ENTER

=

Changing from lower case to UPPERCASE

In the character version of CMIS, CONTROL + C was used to change from lower case to upper case. In CMIS 6.1, you select the accent ` key.

~ `

TAB

! 1

Q

Session

This will open another CMIS session while you are logged on (useful when doing tasks such as research).

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Navigation Field Color Legend

White = Optional Field

Yellow = Required Field (Color intensifies when cursor is in the field)

Orange = Invalid data has been entered into the field

Required fields are highlighted when you launch a screen.

Moving around within the screens

Use Tab to move to the next field

Use Shift + Tab to backspace to the prior field

Use the spacebar to check a checkbox or just click in the box

In YES/NO drop downs, Press “Y” for Yes, “N” for NO or use the drop down box

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Navigation Clearing the Screen

When “starting over” on a display, select Shift + ^ then enter the new criteria before selecting SUBMIT.

Just using the mouse to go the top of the screen to enter new display criteria without selecting Shift + ^, won’t give you the new information when you select SUBMIT.

Help

There are two ways to launch on-line help:

1. Click HELP

2. Or, select SHIFT + ? on any screen, and if there is on-line help, it will display.

Once the HELP screen is launched, select CTRL + F to search through the text.

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Navigation Viewing reports There are three ways to view a report:

1. Use PRINT 1

Keyboard shortcuts for navigating within the report for PRINT 1 Home key = Go to top of the report End key = Go to the bottom of the report Control + F = Enter search criteria Down Arrow = Navigate down the page Up Arrow = Navigate up the page Control + A = Select All

2. Use the STATUS screen and click on the report number (green box) to launch the Report Viewer.

Several advantages of using the Report Viewer through the STATUS screen over PRINT 1, is that the Report Viewer allows you to preview the reports before and after with a click of a button, and it will launch large size reports. PRINT 1 will not launch excessively large reports.

View output for the previous report number by clicking ‘Prev’. View output for the next report number by clicking ‘Next’. Print the document using browser print settings by clicking ‘Print Document’ Click on ‘Close Report Viewer’ to return to STATUS screen

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Navigation

3. The third way to view a report is to click OK when your report is complete from the pop up message (note….this will launch the Report Viewer).

Click OK to open the report in the Profitool Report Viewer

Following is a sample report:

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Navigation Creati

sers have the option of creating a PDF or Text file from a completed CMIS report by using the sele ut altering the defa t s

number in the Report Number to Print field

• Select SUBMIT

• A PDF will launch on your screen

ng a PDF or Text file using PRINT 2

Uction M PRINT 2. Following are instructions on how to create a PDF withoul ettings.

• Enter your report

• Decide on PDF or Text

S

Select “No” to create a Text

elect “Yes” to create a PDF

Users ma a

• PDF Layout option

Instructions on how to send an e-mail attachment using PRINT 2 is shown on the next page.

y lso change the PDF settings either by:

Selecting different pre-defined settings from the lookup field in the

• Or, selecting specific settings in the Custom PDF Layout fields.

Navigation Send a report to an e-mail address using PRINT 2

Users can now send their completed CMIS report as an attachment using PRINT 2:

• Enter the report number in the Report Number to Print field

• Select SUBMIT

• Enter your e-mail address

• Select SUBMIT again

The PRINT 2 screen auto-converts the document to a PDF with the default setting, or select alternative settings.

Enter the e-mail address.

Below is a sample of a received e-mail with the attachment. The attachment description is the word OUT + the report number (i.e. OUT102.pdf).

Note: The From address will be cmismn@zhi.com.

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Navigation WHERE function Typing WHERE on a Selection line, displays the lfd and the DFD location of your log on.

.

Changing a password In CMIS 4.1, users changed their password outside of the application, however, in CMIS 6.1, users change the password from within the application. To access the password screen, simply type M PASSWORD on a Selection line to launch the screen.

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Navigation Log out

You have two options to log out.

1. Type LO on a Selection line

2. Select the Log Out button

Please avoid using “X” to log out of the application.

Use LO or the Log Out button. If you “X” out of the application, it keeps your login session going on in the ‘background.”

Once you log out, the application icon goes away on the bottom of your screen:

However, the Login to Profitool icon continues to display at the bottom of your screen until you close it.

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