Welcome to Energia Bureau. General Users guide

Transcription

1 Welcome to Energia Bureau General Users guide

2 Contents Welcome to Energia Bureau... 2 Logging in and out... 3 Dashboard... 4 Your Projects... 5 Meeting Organiser... 6 Your Ideas... 7 Your Company News... 8 Help / FAQs System Requirements The product looks best in: Microsoft Internet Explorer 7.0 or greater Mozilla Firefox 3.0 or greater Safari 4.0 or greater A broadband connection speed 1

3 Welcome to Energia Bureau Energy Bureau is a new state of the art online package that allow you to manage your Energia electricity and gas energy efficiency initiatives. This powerful tool provides you with reporting functionality which allows you to manage your energy-saving projects, costs etc and view your information by project, task and other criteria. It puts the power in your hands to actively monitor and manage your information and develop meaningful analysis of your energy projects. Over the past 10 years, we have gone from strength to strength meaning that we now provide competitive electricity and gas to 25% of the Irish business sector. By significantly reducing your energy costs, we can give your business the edge in today s competitive business climate. Energy Bureau is a major step forward in providing you with an excellent market leading service and further enhances our commitment to energy efficiency services. This tool will aid in the implementation of a comprehensive energy management program. The reports available will provide the foundation for an effective energy management strategy by your organisation. This booklet provides you with most of the information you need to master Energy Bureau. We have taken a step-by-step approach to help you navigate the package. Although initially the package may look complex it is a very powerful and easy to use tool. The information provided is taken from a copy of our internal billing system you cannot change any data on our internal system from this package so feel free to manipulate the data in the knowledge it will not have any effect on your Energia account. If you have any issues with Energy Bureau you can contact your account manager or customer service and they will help with your queries. Welcome 2

4 Logging in and out Log onto You will have received a log in via from Energia. This will include a temporary password which you will be asked to change. Your address will be your username. There is also a forgotten your password function available and if you forget your password we can issue you with a new one to your address. You can log out at any time by clicking on the tab on the bottom left hand side of the control panel Logging in and out 3

5 The Dashboard The Dashboard: This is the main home screen, made up of seven main icons. The Dashboard: Overview of your account. 1 Overview This is the home screen that you see when you log in. It provides a summary of the projects and tasks associated with you. Clicking on any of the links will provide you with further information concerning the subject 2 Projects This tab shows the projects that are set up in the system that you are associated with. 3 Meeting Organiser This shows any meetings that have been set up in the system and also allows you to organise your own meetings Your Ideas This shows any ideas that have been submitted by you. The ideas fall into three categories: Pending Approved Rejected 5 Your Company News This tab shows any news items that are available for reading concerning your company. 6 Help/FAQ This tab provides a help section with some frequently asked questions to help you navigate the site. 7 Logout Allows you to log out from the system. The Dashboard 4

6 Your Projects The Projects tab indicates all the projects that are in the system associated with you. Each project that you are associated with is listed here, along with the description of the project, the date it was added and the Project Manager for each project. Clicking on the title of a project will reveal more details concerning the project in question. These details are: 1. Meetings associated with the project 2. Tasks that are associated with the project You may then edit any tasks that are associated with you by clicking the tab. You may also add any relevant files to the tasks by clicking the tab. This will open a new screen where you are offered the opportunity to upload files to the Bureau. Files may be uploaded from your own computer by clicking When you are finished, click and you will be returned to the previous screen. Your Projects 5

7 Meeting Organiser The Meeting Organiser tab allows you to schedule project team meetings. Clicking the tab allows you to schedule a meeting for the team. This presents you with the screen that allows you to enter all the necessary details for the meeting. The meeting can be associated with a particular project by using the menu. Project members can be invited or removed from the project meeting request using the or tabs. Also, the meeting organiser can decide whether the users are sent an automated by clicking the tabs below: Once the meeting is created and the are sent to the invitees. tab is clicked, the automated requests After the meeting has been created, additional information can be added to it. This can be done by clicking This allows you to attach files to the meeting from either the online Resource Manager or by uploading your own files using Meeting Organiser 6

8 Your Ideas The Your Ideas tab allows you the opportunity to examine any of your own ideas that they have submitted to the system. A new idea can be submitted by clicking the button This will open a new screen where the details of the idea can be submitted The idea needs all four sections to be filled in. Clicking on the dropdown menu allows the idea to be associated with an existing project or as a brand new project (other project). Clicking on dropdown menu allows the idea to be associated with a particular task in the existing project. If the idea is for a brand new project, the option send out can be selected Once the form is filled out, click and an will be sent to the Project Manager or Company Admin associated with the project. Your Ideas 7

9 Your Company News Help / FAQs The Your Company News tab brings up a list of news stories that have been submitted to the Bureau by your Company Administrator. The stories can be accessed by clicking the tab. This will open a new window where the details of the story can be read. The Help / FAQ section offers a wide range of questions to help you navigate the site easier. This covers such issues from why can I not edit company news to how do I submit a new project? Click to go back a step to the Your Company News page. Company News Help / FAQs 8