My TestCentral User Guide

Transcription

1 November 2011

2 Table of Contents My TestCentral: Navigation...2 Important Messages...3 Administration: Creating New Users and Groups...5 Creating a New User...Error! Bookmark not defined. Viewing User/Group Relationships...Error! Bookmark not defined. Changing User Privileges...11 Add or Remove Users from Groups...12 Reports: Manage and View Reports...13 Report Search Feature...14 Report Control Panel Company Name...16 Assigning and Retracting Reports

3 My TestCentral: Navigation Once logged in you will be taken to your My TestCentral homepage. Your homepage will be configured based upon your access level (Temporary Access, Client Group Administrator, or Client Group User) and can provide access to Premium Content, access to Intertek Reports you are authorized to view and access to set up additional Groups and Users and assign them rights to view various reports. The top menu bar provides the four main areas of My TestCentral: 2

4 My TestCentral Sign-in landing page which provides access to premium content as well as system alerts. * Administration Access to set up new users and groups. * Reports Access to all posted Intertek reports and the ability to assign them to groups to initiate user access. My Profile Access to log in credentials including area for changing preselected password. *If you are not a Client Group Administrator, you will not have access to the administration link and only see the reports that the administrator has provided you access to. Help On line help screens covering all features available in the four main sections of the system: My TestCentral, Administration, Reports and My Profile. Log out Logs the user out of My TestCentral RSS Feed - Really Simple Syndication Provides Intertek s latest technical engineering White Papers, educational Webinars and Press Releases directly to your desktop. Forward to a Colleague s the contents of the page currently being viewed to another individual. Ask the Experts platform for asking questions of various experts in our organization. Print Page Prints the current page being viewed. Back Button on the Intranet Browser will return to the previous page. Important Messages 3

5 This area of the main landing page will provide alerts to areas that require user attention. At this time it will provide the Client Group Administrators alerts to reports and end users that have not been assigned to a group for viewing access. Access to both of these areas can be found under the Administration tab. You will find instructions for assigning Reports and Users elsewhere in this manual. 4

6 Administration: Creating New Groups and Users The Client Group Administrator for your company s My TestCentral account has the authority to set up groups and users and assign the users rights to view reports as deemed appropriate. In addition, a Client Group Administrator can grant a user Administrator rights which would enable this user to also set up groups and users and assign the users rights to view reports as deemed appropriate. If the Client Administrator chooses to segment viewing rights for reports, groups will need to be created and Users assigned to these created groups. Each report would need to be assigned to a given group or groups for viewing. If the Client Administrator chooses not to segment viewing rights, then all Users will need to be assigned to the system created DEFAULT group. The system will automatically assign reports to the DEFAULT group assuming it is the only group set up and all users would be allowed to see all reports. Creating a New Group: 1) Place the cursor over the Administration tab on the main menu bar. 2) Select Users/Groups Listing. 3) Select Add New Group 5

7 4) Enter a Group Name a. Group Name cannot contain any spaces or unique characters such as *, %, #. 5) Enter a Group Description a. Explanation of what the abbreviated Group Name stands for. 6

8 6) Click Save *Note: You have successfully created a group when you see verification in red at the top of the screen: Group [NAME] was successfully created. To clear the information you entered, select Reset. To cancel and return to the list of User/Groups, select Cancel. The new group will now appear in the list of Groups. Creating a New User: 1) Place the cursor over the Administration tab on the main menu bar 2) Select Users/Groups Listing 7

9 3) Select Add New User 4) Enter New User Name 8

10 a. User Name should be the user s business address 5) Enter Password a. The password must be a minimum of 5 alphanumeric characters 6) Confirm Password (enter it again) 7) Enable Services for each user you have three options or service levels. These options can be changed at any given time by selecting the user name and selecting Change Privileges. a. Admin i. The user will be able to view reports as well as manage reports and users b. Reports (View Only) i. The user will be able to view reports assigned to the group(s) the user is tied to c. No Services i. The user will be able to access the site but have no reports to view under the Reports tab. 8) Receive System Notifications 9

11 a. Yes the user will receive notifications from the system upon assigning of a report to the group that the user is tied to b. No the user will NOT receive notifications from the system upon assigning of a report to the group that the user is tied to *In either instance, the user will be able to view the report upon logging into the system and selecting the Reports tab 9) Assign User to Groups a. Check the box next to the desired Group Name(s). The DEFAULT group is automatically selected for every new user. You can remove access to the DEFAULT group by un-checking the box. *Note: A user must be assigned to at least one group in order to view reports. 10) If you are the Administrator for more than one customer account, you will also need to choose the Customer who s reports the user can view. 11) Click Save You have successfully created a group when you see verification in red at the top of the screen: User [NAME] was successfully created. To clear the information you entered, select Reset. To cancel and return to the list of User/Groups, select Cancel. Viewing User/Group Relationships To view the groups that a User is currently assigned to, place the cursor over the icon to the left of the desired User s name. A balloon will appear containing the assigned groups for that user. 10

12 Changing User Privileges Access to online reports can be added or removed from a User by selecting the Change User Privileges box. To Delete a User Click on the Delete User box. The system will ask for confirmation that the User should be removed from the system. To confirm, simply select YES. The User will be deleted from all groups and the user list. To Temporarily Disable Online Report Viewing for a User Check the box next to No Services under Enable Services next to the User s name and hit 11

13 SAVE. The next time the User logs into their My TestCentral account they will only be able to view Premium Content. Access to Reports will be removed. Viewing User/Group Relationships To view the Users that are currently assigned to a particular group, place the cursor over the icon to the left of the desired Group Name. A balloon will appear containing the Users that are assigned to the group selected. Add or Remove Users from Groups Select the desired group by either placing your cursor over the icon next to the Group Name and click on Add/Remove Users from this Group or click on the Group Name from the list. To add a User to the selected Group, simply check the box next to the User s name. To remove a User from the selected Group, simply un-check the box next to the User s name. 12

14 To Delete a Group Click on the Delete Group box underneath the Group s name. The system will ask for confirmation that the Group should be removed from the system. To confirm, simply select YES. The Group will be deleted from all assigned reports and from each User s Group list. *Note: That any reports that were only assigned to the group that was deleted will need to be re-assigned before users can view them. Reports: Manage/View Reports A list of final deliverables that have been posted to your My TestCentral account can be found by selecting the Reports tab from the My TestCentral landing page. As reports get issued or revised they will be posted for viewing online by authorized persons. In some cases, it could take up to 24 hours for reports to be available for viewing after they have been uploaded. If reports are not available under the Reports tab within 24 hours contact your Intertek Account Manager or MTChelp@intertek.com. If you are a view only user, please contact your Client Group Administrator to insure you were given proper access to view the report in question. 13

15 Manage/View Reports: (00000) Test Client Search for Reports 14

16 The system allows for searching for reports by particular parameters available in the Manage/View Reports panel. Enter the first few letters or numbers in the desired search field and select Find Reports. Wild Cards such as % are not required when searching. The fuzzy search logic will return results with near matches. Search for Reports Parameters: Project #: Report #: Client Ref: Issue Date: Update Date: Report Type: Intertek s internal project number that has been assigned to the project under which the report was issued or under which the latest revision was performed. Only the latest project number will appear for each report. Intertek s internal report number. This is a unique number assigned based upon client, type of evaluation and model/product. Client Reference. This is an added field that is available to you to further describe or classify your report. Client Reference can be added to any report by clicking on the report number link from the list of reports and selecting Client Reference. Once entered, this field is fully searchable. The date that the report was first issued. The last date that the report or it s details were amended by Intertek. Type of report that is issued. A complete list of Report Types that Intertek offers can be found by viewing the Report Type list available on the homepage under Resources. Products Covered: List of all products covered under the report. This information is extracted from the Products Covered Description and Model number sections of the report. 15

17 Sorting Reports You are able to customize your search results by sorting in ascending or descending order by any of the main search parameters by either selecting the arrows underneath the desired column or choosing the desired parameter from the Sort By column. Hiding Reports from View If a report is not desired to be viewed in the list of reports, it can be hidden. When searching for reports, you have the option of excluding, including or only showing any reports that you have placed in Hidden status by selecting exclude, include or only show under Hidden Reports. You can un-hide hidden reports at any time. Viewing Withdrawn Reports If a report has been terminated or is no longer active Intertek places this report in Withdrawn status. When searching for reports, you have the option of excluding, including or only showing Withdrawn reports. Only Intertek can take a report out of withdrawn status. Report Control Panel Company Name (00000) Test Client 16

18 The Report Control panel provides users with a listing of reports that are available for view. Client Group Administrators will have access to all reports posted by Intertek. Report View users will have access to only those reports that the Client Group Administrator of the Company s account has given you access to. No Service users will not see any reports and will receive a No Reports Match Your Search Criteria error when trying to locate one by entering a parameter in the Search fields. The list of reports defaults to showing up to twenty (20) reports at a time and is sorted by Update Date with the most current activity being first in the list. The total number of reports available for view can be found to the right of the Show X per page. The number of reports shown on a given page can be increased by selecting Show [ X ] per page located immediately beneath Report Control Panel heading or by advancing by using the left and right page arrows. You can also select to show all reports. If you are allowed to view more than one company s report, you will see an additional column which will provide you with the company customer #. You can use this column to sort/identify the reports by customer account. 17

19 Viewing Report Details To view expanded details of a report, place the cursor over the icon immediately in front of the Report Number or click on the Report Number from the list. 18

20 (00000) TEST CLIENT Details available for each report are as follows: Project Number Report Number Intertek s internal project number that has been assigned to the project under which the report was issued or under which the latest revision was performed. Only the latest project number will appear for each report. Intertek s internal report number. This is a unique number assigned based upon client, type of evaluation and model/product. Standard The number and edition for each standard that was used during the investigation and covered by the report. Issue Date The date that the report was first issued. 19

21 Revision Date The date of the latest revision that was made to the report since its issuance. Product Covered Report Type Submitted By List of all products covered under the report. This information is extracted from the Products Covered/Description and Model number sections of the report. Type of report that is issued. A complete list of Report Types that Intertek offers can be found by viewing the Report Type list available on the homepage under Resources. Name of Intertek employee who posted the last version of the report. Last Activity The date that Intertek last updated the document or report details in the system. Viewing Final Reports and Authorization To Mark (ATM) or Certificates The expanded details page of the report will provide you with the option of viewing the final, signed, pdf copy of the report. For those Reports that are Certification Reports, the signed PDF copy of the Authorization To Mark (ATM) will also be available from this page. 20

22 00000-TEST CLIENT Select View Report. A separate browser window will open with the final, signed, PDF copy of the report. This is the Official report issued from Intertek. Assigning and Retracting Reports The Client Group Administrator has the ability to allow Users the ability to view posted reports. A list of Assigned Groups can be found per report from the Report Details tab. A list of Users assigned to the Groups can be found by moving your cursor over the icon next to the Group Name. To provide additional Groups with access to this report, Select Assign/Retract Report. A list of available Groups appears. Those that currently have access to the report have a check in the box next to the User Name. To add access to additional Groups, simply check the box next to the User Group s name(s) and hit SAVE. The new Group will appear in the Details Section of the Report. To remove Groups from having access to the report in question, un-check the box next to their name and hit SAVE. 21

23 NOTE: If you do not assign a report to a Group, only the DEFAULT group will be able to view its contents. My Profile The My Profile tab allows you to customize your My TestCentral homepage. 22

24 Edit My TestCentral Login: Passwords can be changed through this screen. Simply type in a password and confirm the password by typing it again and hit Submit Changes. User Names can not be changed through this screen. Should a User s User Name change, please contact mtchelp@intertek.com. Should you forget your initial login password, go to Member Login from our main home page and select Forgot Password? A new one will be ed to you within the hour. Edit My TestCentral Profile: This area allows you to update the main information in your profile, name, company name, address, etc Have Questions or Need Additional Help? mtchelp@intertek.com Call: MTC-5550 ( ) 23