PRiMOS Process Industry Manpower Optimization System

Transcription

1 PRiMOS Process Industry Manpower Optimization System USER MANUAL ASPRI Perspective Version November 2002 imos Holdings Pte Ltd Page 1 of 27

2 TABLE OF CONTENTS Chapter 1 Introduction Page 3 Chapter 2 User Management Page 5 Chapter 3 ASPRI Membership Management Page 8 Chapter 4 Industry Tester Management Page 11 Chapter 5 Test Management Page 13 Chapter 6 Reporting Page 24 Chapter 7 Billing Page 26 imos Holdings Pte Ltd Page 2 of 27

3 CHAPTER 1 - INTRODUCTION The Process Industry Manpower Optimization System (PRiMOS) is an Internet Web-based Optimization System for management and utilization of workforces in the Process Industry. This system provides online information that can be utilized efficiently across the Process Industry. The system allows you to monitor and keep track of worker s information, qualification, worksite assignment, job performance and more. The PRiMOS System consist of the following modules: 1. Membership Registration This module allows user to complete application form online for printout and submission to PRiMOS for processing upon duly signed by authorized personnel. User must satisfy the necessary pre-requisite of membership in ASPRI or SWS before approving the application. 2. Worker Information Management This module streamlines the process of worker registration by including Worker Employment Transfer, Worker Termination, and Worker Qualification. It allow user to register worker into the system via online data or through batch file transfer basis. It also allows user to update and enquiry worker information. 3. Worker OJT Management This module serves as a logbook that maintains the OJT records of workers. OJT record is created only for the skill set as registered in the Worker Information Management module. 4. Test Management This module provides the functionality of test management processing flow that includes: Test Slot Allocation Test Scheduling Test Application Test Result Update Test Fee Collection and Distribution (not applicable to welding skill set) 5. Worker Assignment Management This module support multiple categories and multi-level of worker assignment in the Process Industry. Sub-Contractor may assign workers to Main-Contractor, which in turns may assign the workers to Turnkey-Contractor, which will assign the worker to the Industry. 6. Welder Performance Update This module streamlines the Radiography Test (RT) Reporting process flow with functionality for Non-Destructive Test Centre to input the RT reports. This is then put through a business logic that determined the acceptability of performance standard, which will be routed to appropriate participants. Each RT report will be consolidated and routed to designated welding inspector for review and endorsement in order to extend the welder s qualification. imos Holdings Pte Ltd Page 3 of 27

4 7. Reporting This module allow user to generate useful management reports. 8. Notification and Monitoring This module will generate notification for certain tasks that requires action by users. Workbench design approach allows user to retrieve necessary data directly for immediate actions. 9. User Management This module allows the administrator of a company to maintain the user accounts and assign user functionality, access rights and authorization power to individual users. 10. Billing GIRO collection and payment mechanism is implemented for easier transaction. imos Holdings Pte Ltd Page 4 of 27

5 CHAPTER 2 USER MANAGEMENT 2.1. To update own User Profile i. Click on User Management Own Profile menu. The Update Profile page is displayed. i Update the necessary information Name The name of the user. Address The address of the user. Password The password to login with the user id. To change a password, you need to provide both the old and new password. Please note that the User ID is not editable. Click on the Submit button. The user profile is updated. imos Holdings Pte Ltd Page 5 of 27

6 2.2. To create a Corporate Login User Account i. Click on User Management User Accounts menu. The User Administration page with a list of existing user account is displayed. Click on the Add New button The New User Registration page is displayed i iv. Fill in the necessary information User ID The User ID for the user to login to the PRiMOS system. Must be unique within the corporate entity. Compulsory field. Name The name of the user. Compulsory field. Password The password for the user to login to the PRiMOS system. Must be at least 6 characters. Compulsory field. Confirm Password Retype the password to confirm. Must be at least 6 characters. Compulsory field. Address The address of the user. Compulsory field. Group Type The group type to be assigned to this user. The selection varies depends on the corporate account type. Sub Type The sub-group type to be assigned to this user. (e.g. Admin, User, Supervisor, Payment). When this sub-type is being selected, the User Accessibility section will be displayed. Select the appropriate access rights for this user. Status The status of this user. Either Active or Suspended. Default is Active. If the status is suspended, this particular user is not able to login to PRiMOS system. Click on the Submit button. The user account is created. imos Holdings Pte Ltd Page 6 of 27

7 2.3. To update a Corporate Login User Account i. Click on User Management User Accounts menu. The User Administration page with a list of existing user account is displayed. i iv. Click on the User ID that you want to update. The User Details page is displayed Update the necessary information Name The name of the user. Compulsory field. Password The password for the user to login to the PRiMOS system. Must be at least 6 characters. Compulsory field. Confirm Password Retype the password to confirm. Must be at least 6 characters. Compulsory field. Address The address of the user. Compulsory field. Group Type The group type to be assigned to this user. The selection varies depends on the corporate account type. Sub Type The sub-group type to be assigned to this user. (e.g. Admin, User, Supervisor, Payment). Status The status of this user. Either Active or Suspended. If the status is suspended, this particular user is not able to login to PRiMOS system. User Accessibility The access permission to each function. Click on the Submit button. The user account information is updated. imos Holdings Pte Ltd Page 7 of 27

8 CHAPTER 3 ASPRI MEMBERSHIP MANAGEMENT 3.1. To create a new ASPRI member. i. Click on ASPRI Membership Member List menu. The ASPRI Member Maintenance page with a list of ASPRI members is displayed. Click on the Add New button. The Add New ASPRI Member page is displayed. i iv. Type in the necessary information ASPRI ID The Id of the ASPRI membership. Compulsory field. Company The name of the company. Compulsory field. Expiry Date The expiry date of the membership. Compulsory field. Terminate Date The termination date of the membership. A grace period until termination date is given before suspending the ASPRI member. Compulsory field. Click on the Submit button. The ASPRI membership is created. imos Holdings Pte Ltd Page 8 of 27

9 3.2. To update existing ASPRI member. i. Click on ASPRI Membership Member List menu. The ASPRI Member Maintenance page with a list of ASPRI members is displayed. Click on the ASPRI Member that you want to edit. The Modify ASPRI Member page is displayed. imos Holdings Pte Ltd Page 9 of 27

10 i iv. Update in the necessary information ASPRI ID The Id of the ASPRI membership. Compulsory field. Company The name of the company. Compulsory field. Expiry Date The expiry date of the membership. Compulsory field. Terminate Date The termination date of the membership. A grace period until termination date is given before suspending the ASPRI member. Compulsory field. Click on the Submit button. The ASPRI membership is updated. imos Holdings Pte Ltd Page 10 of 27

11 CHAPTER 4 INDUSTRY TESTER MANAGEMENT 4.1. To update an Industry Tester information i. Click on User Management Industry Tester menu. The Industry Tester Administration page with a list of existing Industry Tester, if any, is displayed. Click on the Industry Tester that you want to update. The Industry Tester Administration page is displayed. imos Holdings Pte Ltd Page 11 of 27

12 i iv. Update the necessary information: Administrator Name The name of the administrator that manages this Industry Tester. Compulsory Field. Designation of Administrator The designation of the administrator that manages this Industry Tester. Compulsory Field. Telephone No. The telephone number of the administrator that manages this Industry Tester. Compulsory Field. Fax No. The facsimile number of the administrator that manages this Industry Tester. Compulsory Field. Address The address of the administrator that manages this Industry Tester. Compulsory Field. Mobile Contact No. The mobile number of the administrator that manages this Industry Tester. Pager No. The pager number of the administrator that manages this Industry Tester. Designation of Industry Tester The designation of the Industry Tester. Compulsory Field. Trade Skills The skill set of the Industry Tester. At least one selection. Compulsory Field. Name of Financial Institution The name of the financial institution for Giro application. Compulsory field. Branch The branch name of the financial institution for Giro application. Compulsory field. Account Number The financial institution account number for Giro application. Compulsory field. Account Holder Name The name of the account holder of the financial institution for Giro application. Compulsory field. Account Holder Contact Number The contact number of the account holder of the financial institution for Giro application. Compulsory field. Status The status of this Industry Tester. If Suspend, this Industry Tester is not able to conduct any test. Click on the Update button. The Industry Tester s information is updated. imos Holdings Pte Ltd Page 12 of 27

13 CHAPTER 5 TEST MANAGEMENT 5.1. To specify default available test seat (for Test Seat Allocation formula) i. Click on the Test Management Default Allocation menu. The Test Seat Default page is displayed. i iv. Select the skill set that you want to specify the available seat number. The Seat Details page is displayed. Type in the number of the default available seat. Click on the Submit button. The default available set is updated. imos Holdings Pte Ltd Page 13 of 27

14 5.2. To submit Test Slot Allocation i. Click on the Test Management Seat Allocation menu. The Test Seat Allocation Form is displayed. Select the month that you are allocating. You can only submit a Test Slot Allocation after the system has summarized the Test Slot Request forms submitted by the contractors (which is after 7 th day of the month); and the allocation month must be two months in advanced. The default value for every set allocation based on a pre-defined formula is displayed. i iv. Type in the number of allocated seat for each skill set for each contractor if you want to change the allocated value. Click on the Refresh Total to calculate the total number of seat allocated. v. Click on the Submit button. The allocation form is submitted. Once submitted, you are not allowed to edit the Test Slot allocation anymore. imos Holdings Pte Ltd Page 14 of 27

15 5.3. To view a Test Seat Allocation. i. Click on the Test Management Seat Allocation menu. The Test Seat Allocation Form is displayed. Select the month that you want to view The detail of the Test Seat Allocation is displayed. imos Holdings Pte Ltd Page 15 of 27

16 5.4. To draft a Test Schedule i. Click on the Test Management Test Schedule menu. The Test Schedule page is displayed. Browse to the month that you want to schedule for test. i iv. Select the Date, Skill and Test Centre. Select the Industry Tester. The Industry Tester list is sorted according to the number of test assignment. v. Select the Open Booking checkbox if you to schedule an unrestricted Test Date. By default, the checkbox is unchecked; which means that the Test Date will be scheduled as restricted type by default. vi. Click on the Add button. The Test Schedule is added to the draft list (Status displayed as Draft Unconfirm). imos Holdings Pte Ltd Page 16 of 27

17 5.5. To edit a Drafted Test Schedule i. Click on the Test Management Test Schedule menu. The Test Schedule page is displayed. Browse to the month that you want to edit the Test Schedule. i Click on the Test Schedule that you want to edit. The Test Details page is displayed. imos Holdings Pte Ltd Page 17 of 27

18 iv. Update the details of the Test Schedule. v. Click on the Update button. The Test Schedule is updated. imos Holdings Pte Ltd Page 18 of 27

19 5.6. To delete a Drafted Test Schedule i. Click on the Test Management Test Schedule menu. The Test Schedule page is displayed. i Browse to the month that you want to delete the Test Schedule. Click on the Test Schedule that you want to delete. The Test Details page is displayed. iv. Click on the Delete button to delete the Test Schedule. A confirmation dialog box is popped up. v. Click OK on the confirmation dialog box. The Test Schedule is deleted. imos Holdings Pte Ltd Page 19 of 27

20 5.7. To confirm and publish a Drafted Test Schedule i. Click on the Test Management Test Schedule menu. The Test Schedule page is displayed. Browse to the month that you want to publish the Test Schedule. i Click on the Commit & Mail Out button. Those Drafted Test Schedules are published for contractor to make booking. ITAF form will be send to the Industry Tester as selected. A summary of the Test Schedule for that particular month is displayed. You may print out the summary for references. All contractors will be notified about the Test Schedule via . imos Holdings Pte Ltd Page 20 of 27

21 5.8. To edit a Published Test Schedule (Update Industry Tester / Booking Type) i. Click on the Test Management Test Schedule menu. The Test Schedule page is displayed. i Browse to the month of the Test Schedule that you want to edit. Click on the Test Schedule that you want to edit. The Test Details page is displayed. iv. Update the details of the Test Schedule. Only the Industry Tester and Booking Type can be updated. If a different Industry Tester is selected, ITAF form will be send to the newly selected Industry Tester. The Booking Type can be changed from Restricted (Priority Booking) to Non-Restricted (Open Booking) by selecting the Open Booking checked box; but not from Non-Restricted (Open Booking) to Restricted (Priority Booking). v. Click on the Update button. The Test Schedule is updated. All contractors that involved in this Test Schedule will be notified about the changes of the Test Schedule. imos Holdings Pte Ltd Page 21 of 27

22 5.9. To cancel a Published Test Schedule i. Click on the Test Management Test Schedule menu. The Test Schedule page is displayed. i Browse to the month of the Test Schedule that you want to edit. Click on the Test Schedule that you want to cancel. The Test Details page is displayed. iv. Click on the Cancel button. A confirmation dialog box is popped up. v. Click OK on the confirmation dialog box. The Test Schedule is cancelled. All contractors that involved in this Test Schedule will be notified about the cancellation of the Test Schedule. imos Holdings Pte Ltd Page 22 of 27

23 5.10. To update Test Result i. Click on the Test Management Result Update menu. The Test Application Result Update page is displayed. Click on the Test Application that you want to update the Test Result. The Test Application Result Update Detail page with a list of all the test candidates is displayed. i iv. Select the Result and Type in the Certificate No. for each test candidates. Click on the Update button. The Test Result is updated. Once updated, the result cannot be changed. imos Holdings Pte Ltd Page 23 of 27

24 CHAPTER 6 REPORTING 6.1. To view Report Test Statistics i. Click on the Report Test Statistics menu. Select the criteria. The report is generated. imos Holdings Pte Ltd Page 24 of 27

25 6.2. To view Report Worker Skill Statistics i. Click on the Report Skill Statistics menu. Select the criteria. The report is generated. imos Holdings Pte Ltd Page 25 of 27

26 CHAPTER 7 BILLING 7.1. To view Invoice i. Click on the Billing Invoice menu. A list of Invoices is displayed, if any. Click on the Invoice that you want to view. The details of the Invoice are displayed. imos Holdings Pte Ltd Page 26 of 27

27 7.2. To view Payment Voucher i. Click on the Billing Payment Voucher menu. A list of Payment Voucher is displayed, if any. Click on the Payment Voucher that you want to view. The details of the Payment Voucher are displayed. imos Holdings Pte Ltd Page 27 of 27