Document Review Notice (DRN)

Transcription

1 Document Review Notice (DRN) User Guide Supplier User Document Review Notice (DRN) User Guide

2 Contents Getting Started... 3 DRNs... 4 New DRN... 4 My DRNs... 8 Completed DRNs... 9 Delegate DRNs Reporting Standard Reports Bespoke Reports Calendar Options Support Document Review Notice (DRN) User Guide 2

3 Getting Started To login to the Network Rail DRN UAT website go to the following URL: Click the red Login Tab. This will display Account Login. Enter your username and password then select the Log in button (Fig.1): Fig.1 DRN UAT Login The following options will then be displayed in the navigation bar: Page DRNs Description Allows users to create a new DRN form, update active DRNs and view completed DRN projects. Reports Run standard and bespoke reports. Calendar Contains important dates relevant to DRN projects. Help Contains the DRN User Guide and FAQ s Options Manage user settings, change password and Log out. Document Review Notice (DRN) User Guide 3

4 DRNs A Document Review Notice is a document that is used by NRIP to facilitate the requirements of the Network Rail Standard, Engineering Management for Projects (NR/INI/02009) and Project Advice Note (PAN), Reviews of Engineering Deliverables (PAN/PMSE-E-CDINS-0064). New DRN By selecting New DRN from the DRN tab will present the user with an electronic DRN form as shown below (Fig.2): Fig.2 Document Review Notice To create a new DRN, the user must complete the necessary fields: Field Project Number Description Enter the relevant project in to this field. Once a valid Project Number has been entered the following fields will be auto populated. Project Name, Project Manager and Principal Contractor (drop-down list). Project Name This field is auto-populated from the Project Number and cannot be edited manually. Project Manager This field is auto-populated from the project number and cannot be edited manually. Document Review Notice (DRN) User Guide 4

5 Principal Contractor This drop-down list is auto-populated from the Project Number. Site Specific UID This field allows the user to manually enter a UIDI code. NOTE: This is a mandatory field. If no UIDI code is available, then the user must enter the following: N/A. Engineering Deliverables Owner This field allows the user to select a EFO from the drop-down list. Submission Discipline This field allows the user to select a Submission Discipline from the dropdown list. PEM Area This field allows the user to select the relevant PEM Area the drop-down list. Risk Review Level Select the required Risk Review Level from the drop-down list. Delivery Group Select the required Delivery Group from the drop-down list. DRN Number Allows the user to manually enter a DRN number. DRN Subject/Title Allows the user to manually enter a DRN Subject/Title. Document Transmittal/ Submission No This field allows the user to manually enter a Document Transmittal/ Submission No. Date Received The user can manually select the start date of the DRN from the pop-up calendar. Date Return Required The Date Returned Required field will be auto-populated to 2 weeks after the selected start date (Date Received). This field can be manually amended if necessary. Document Review Notice (DRN) User Guide 5

6 Document Details Enter document details in this section (Fig.3): Fig.3 Document details Users can add multiple documents by selecting the blue + symbol. A document can also be removed by clicking on the red x symbol. Once completed, click the Save DRN button. Comments After document details have been entered, comments can now be added by Network Rail Lead Reviewer and Reviewers. Once comments have been added Suppliers (CRE/CEM) can login and view the comments via the My DRN tab. Suppliers can respond to the comments by using the box below which is highlighted in yellow. Suppliers also have the ability accept the comment by ticking the Comment Accepted checkbox (Fig.4). Fig.4 Comment accepted checkbox Suppliers can add up to five responses per comment. Once a fourth comment has been entered, users will get a pop-up notification informing them that there is only one comment remaining. Document Review Notice (DRN) User Guide 6

7 How to add a comment 1. Click on the Responses box highlighted in yellow on (Fig.4). 2. Once selected, users are presented with a pop-up window (Fig.5): Fig.5 - Spellchecker Enter the Response in to the comment box provided. Once completed click the Add Comment button. Users can run a spell check by selecting the Check Spelling button. How to accept a comment To accept a Network Rail comment, click the Comment Accepted check box (Fig.6): Fig.6 Comment accepted Once the Supplier user has commented against or accepted a Network Rail comment, left-click the Save DRN button to save the changes to the system. Document Review Notice (DRN) User Guide 7

8 My DRNs If My DRNs is selected from the dropdown, the user will be presented with a list of all DRN projects assigned to them. The system will then allow the user to carry out the following actions from the register: Action Update DRN Description Make any required changes to the information within the DRN. Delete DRN Remove the DRN from the Register. Export DRN to PDF Convert the DRN web form in to a PDF document which can be saved locally to a PC. Document Review Notice (DRN) User Guide 8

9 Completed DRNs A user can view a register of all completed/closed DRN projects which are assigned to them. The below actions can be taken against each DRN: Action View DRN Description View the completed DRN form. Clone DRN Make a copy of the chosen DRN which will duplicate information in to a new DRN form. Export DRN to PDF Convert the DRN web form in to a PDF document which can be saved locally to a PC. View Re-Open History View the Username, Name and Date/Time of the re-open actions. Document Review Notice (DRN) User Guide 9

10 Delegate DRNs Users can delegate their list of DRNs to another user if required. This can be done by entering the nominated users address in the box shown below (Fig.7). The search box will then auto-complete based on the information entered. Fig.7 Delegate DRNs Once the nominated user s has been entered, left-click Save Delegation. The delegated user will then have visibility to view all DRNs. Document Review Notice (DRN) User Guide 10

11 Reporting The Reports tab is broken down in to three sections: Section Standard Reports Description Will present you with a selection of predefined reports which will include Supplier Extract Report. Bespoke Report Allows you to create a custom report from scratch. Once a Bespoke Report has been created it can also be saved for further use. Saved Reports Any saved Bespoke Reports will be stored within this section. Standard Reports Selecting Standard Reports will present the user with a pre-defined list of reports as shown below (Fig.8): Fig.8 Standard Report options Once a report has been selected the user then can either Generate Report or Export to PDF. Bespoke Reports Selecting Bespoke Reports allows users to create a custom report for scratch. Once a report has been created, this will be saved within Saved Reports. Document Review Notice (DRN) User Guide 11

12 1. Chart Type Firstly, users must select the type of chart to be contained within your report. Chart Type Stacked Bar Chart Description Grouped data displayed in a stack. Line Chart One or more data series plotted as lines. 2. Periods Users must select the range of periods over which to produce a report. Users can provide specific periods and years from which the report is drawn (fixed period Fig.9), or alternatively provide a defined number of periods up to the date on which the report is viewed (floating period Fig.10), by selecting the appropriate option from the tab above the form. Fig.9 Fixed period Fig.10 Floating period 3. Report Data A user can manually select data sources that can be added to the report. The data can be filtered by PEM Areas, Projects and Suppliers. Once a user has selected a data source, press Select. Once all the data sources have been added users must then select the Report DRN Data from the following options: All Categories Category 0 Document Review Notice (DRN) User Guide 12

13 Category 1 Category 2 Category 3 Once a category is selected, a report can be generated (Fig.11): Fig.11 - Projects 4. Customise Users can customise Report Title, colours, font sizes and spacing (Fig.12): Fig.12 - Customise Users will then be presented with their bespoke report. This can be saved for future use by selecting the red Save Report button. All saved reports will be stored within the Saved Reports tab. Document Review Notice (DRN) User Guide 13

14 Calendar The Calendar tab provides you with all important dates assigned to DRN. All notable dates will be highlighted on the calendar as shown below (Fig.13). Fig.13 Calendar By hovering the cursor over the calendar, more information is displayed (example in Fig.14 below): Fig.14 Period 13 report is scheduled for 16 March Document Review Notice (DRN) User Guide 14

15 Options Users can manage their internal settings by selecting the Options tab. Option Manage Signature Description The system allows you to upload a file and use the crop function to save your signature. Manage Tagging Filters notifications send to the user. Manage Warning Allows the user to control responses received for when close to comment/response maximum. Change Password Allows the user to change their password. Logout Allows the user to successfully logout of the system. Document Review Notice (DRN) User Guide 15

16 Support The Help tab contains the User Guide and the DRN Frequently Asked Questions (FAQs). For further support, please Document Review Notice (DRN) User Guide 16