integrated consultancy system (i’cons) - bitcom · 2020. 11. 2. · u n i v e r si t i t e k n o...

R E S E A R C H M A N A G E M E N T I N S T I T U T E ( R M I ) :

C O N S U L T A N C Y U N I T

2013

Integrated Consultancy

System (i’CONS)

Consultant Manual

U N I V E R S I T I T E K N O L O G I M A R A ( U I T M ) , 4 0 4 5 0 S H A H A L A M , S E L A N G O R

U n i v e r s i t i T e k n o l o g i M A R A ( U i T M ) , 4 0 4 5 0 S h a h

A l a m , S e l a n g o r

Integrated Consultancy System (i’CONS)) 2013

Introduction This is the first phase of i’CONS. i’CONS refers to Integrated Consultancy Systems. The first phase focus on project registration and the second phase is for ledger or account management. i’CONS has been designed with ease of use and project tracking in mind. This initiative is aiming at having consultancy project management done fully online which is expected to complete after the second phase of i’CONS. Project tracking features of I’CONS will allow consultants to be in close monitoring of their projects from start through completion. Reports generation through i’CONS will provide consultants and other stakeholders with complete projects and consultants information quickly. This i’CONS manual has been written to help consultants navigate the i’CONS easily. In it, you will find detailed instructions for every step of the processes from getting started and registration to viewing and tracking every stage of the registration. This manual offers clarification throughout the entire processes.

User Guide Information:

Process Overview ........................................................................................................................... 3

Register as consultant .................................................................................................................... 4

Obtain a user name and password ............................................................................................. 4

First time log in ............................................................................................................................ 6

Register new project ...................................................................................................................... 9

Filling in projects, clients and consultants information ............................................................. 9

Edit/preview/submit project information................................................................................. 15

Printing approval form and consultancy registration form ...................................................... 16

Submission of completed documents to RMI ........................................................................... 17

Tracking project registration progress ...................................................................................... 18




PROCESS OVERVIEW

This is an overview of the steps during the registration process.

REGISTER AS CONSULTANT

A: Obtain Username and Password

B: First Time Log In

Change Password

Update Profile and Employment Information

Step 1

Step 2

Step 3

REGISTER NEW PROJECT

A: Fill in all information regarding projects, clients and consultants

C: Print Approval Form and Consultancy Registration Form

Client’s Offer Letter

Consultancy Registration Form

Step 1

Step 3

D: Submit the following completed documents to RMI within one

week from the date of online registration Step 4

Approval Form

B: Edit / Preview / Submit project information Step 2

E: Track the progress of the project registration Step 5




STEP 1 Go to http://daisy.uitm.edu.my/icon

STEP 2 Obtain Username and Password

Click

“REGISTRATION”

1

Fill in the required

information

2

Click “REGISTER”

button

3

REGISTER AS CONSULTANT

A Obtain Username and Password

http://daisy.uitm.edu.my/icon




Check your email for approval and login information

4




STEP 1 Go to http://daisy.uitm.edu.my/icon

STEP 2 Login

Insert your

Username and

Password

1

Click “LOGIN”

button

2

STEP 3 Change your Password

The password given to you is temporary. You are required to change it and keep it confidential.


information

1

Click “SAVE”

button

2

First Time Log In B

http://daisy.uitm.edu.my/icon




STEP 4 Update User Profile

You are required to update your personal and employment information.

Click “SUBMIT”

button to save

the changes 2

Click “RESET”

button to cancel

the changes

Update the required

information

1




Once the “DASHBOARD”

appear, you can begin

registering your consultancy

project in i’CONS.

3




STEP 1 Register New Project

Click “NEW

PROJECT”

1

Click “PROJECT

DETAILS” tab

1


information

2

Click “SAVE”

button

3

Click “OK”

button

4

STEP 2 Fill in New Project information

REGISTER NEW PROJECT

Fill in all information regarding projects, clients and consultants A




Click “CLIENT

DETAILS” tab

1


information

2

Click “SAVE”

button 3

STEP 3 Fill in Client’s information

Click “OK”

button

4




IMPORTANT: Project must be registered by the Project Leader as the system will automatically

assign the person who registered the project as the project leader.

Click “CONSULTANT

DETAILS” tab

1

Click “DETAILS”

icon 3

“CONSULTANT

DETAILS” window will

appear automatically

STEP 4 Fill in Consultants’ information

4

Click “EDIT”

button

Project Leader’s name will

automatically appear on the first line 2

5

Then, click

“UPDATE” button

7

(a) Project Leader’s information

Update all the

required information

6




Click “SEARCH”

icon 1

Choose your

searching type,

whether by name,

staff ID or IC no.

2

Next, type the search

information 3 Then, click

“SEARCH” icon

4

Update Consultant ‘s

information in the

“CONSULTANT DETAILS”

window

6

Then, click

“UPDATE” button

7

Then select the

consultant

5

(b) Project Members’ Information – UiTM Staff




Click “DETAILS”

icon

(c) Project Members’ Information – Non UiTM Staff

Update Consultant ‘s

information in the

“CONSULTANT DETAILS”

window

1

Click “EDIT”

button 2

Then, click

“UPDATE” button

5

Tick “OUTSIDER” 3

4

You can add more

members, by clicking

“ADD ROW” button




STEP 5 Check All Information Regarding Projects, Clients And Consultants

Click “SAVE” button

before leaving the

“CONSULTANT DETAILS” tab

Then click

“OK”

You need to check whether all information required regarding

project, client and consultants are complete, by clicking the

“CHECKLIST” tab

A tick / check mark

symbol indicates

the information are

complete

A cross / an “x”

mark symbol

indicates the

information are

incomplete

Click “CLOSE” button if all sections has

been ticked.




The window “LIST OF CONSULTANCY

PROJECT” will appear

This panel is for you to view

all projects registered and

their registration status.

Choose the project you want

to edit/preview/submit.

Click “PREVIEW PROJECT INFO” icon to

edit /preview Project, Client or

Consultant details (BEFORE

SUBMITTING)

Click “SUBMIT

PROJECT” icon

to submit the

project

Click “DELETE

PROJECT” icon

to cancel the

project

registration

Once submitted, you can only preview

project information by clicking

“PREVIEW PROJECT INFO” icon.

2

3

Edit / Preview / Submit the project information

Click “LIST OF

PROJECT”

1

Action Icons

B

IMPORTANT: Once submitted, any changes of information can only be done by written request to

Consultancy Unit, RMI.

4




Print Approval Form and Consultancy Registration Form

Click “LIST OF

PROJECT”

1

Click “PREVIEW PROJECT INFO”

icon 2

Then, Click

“DOCUMENTS”

tab

3

Click the above

document icons to print

the documents

4

C

Project Leader may upload

the client’s offer letter by

clicking this icon

5




Submit the following completed documents to RMI within one week from

the date of online registration

1. Client’s Offer Letter (if not uploaded)

2. Consultancy Registration Form

3. Approval Form

D




STATUS DESCRIPTION

1 Not Submit Online Project registration has not been submitted

2 Pending Documents Project registration pending documents submission to RMI

3 Pending Approval Project registration has not been approved by the officers in charge

4 Pending Appointment Project registration waiting for an appointment as a consultant by PNC

Track the progress of the project registration

Click “LIST OF

PROJECT”

1

“LIST OF CONSULTANCY PROJECT”

window will list all Projects you have

registered online 2

View “STATUS” column, to track and check the

status of your project registration. The table

below explains the meaning of the status.

3

E