Electronic Owner s Manual User Guide

Transcription

1 Electronic Owner s Manual User Guide I. Getting Started Logging In Additional Information... 2 II. Searching for an Existing EOM Form... 5 III. Creating a New EOM Form.. 5 IV. Modifying an existing EOM Form Attaching Files Saving the form Completing a form V. Printing an EOM Form VI. Exporting an EOM Form (or Form List) to Excel Exporting a Form 15 Exporting a Form List 16 Appendix A Legal: The Master Audit Form. 17 I. Getting Started To access the Electronic Owner s Manual (EOM), you must enter through the Building Portal. To do so, open up an Internet Explorer Browser and type this link in the address bar: (see Figure 1.1). Figure 1.1 Main Login Page Page 1 of 18

2 Logging In To log in to the Building Portal, please follow these steps: 1. Type in the user name provided to you (not case sensitive) 2. Type in the password provided to you (not case sensitive) 3. Check off the Confidentiality Agreement checkbox 4. Click the Authenticate button Once you have successfully logged in, click on the Electronic Owner s Manual Form link. If this new window opens blank, please take a closer look at your pop-up killer software and allow all windows to open through Additional Information 1. If you have forgotten your login information, please click on the Forgot your password? link to the right of the password text field. In the corresponding pop up window, enter your address and click on the Request button. You will receive an with both your username and password. 2. To receive additional help from a support representative, click on the button (see Figure 1.1 above). This will display all of the information you will need to be able to contact a support representative by phone or by the Live Person chat system. Important Note: For security reasons, the EOM form is set to time out after 50 minutes of inactivity. In order that you do not lose important information, the form you are working on should be saved periodically. Page 2 of 18

3 II. Searching for an Existing EOM Form Purpose: To search for and open an existing EOM form There are two methods to locate an existing EOM form: (see Figure 2.1) 1. Type the store number into the Find text box (located in the upper left portion of the main EOM page). Click the Find button, and the search will find the EOM for the store number that is entered OR Select a store from the list on the right side of the main page, simply by clicking one of the fields. This will open the EOM for that store Figure 2.1 Searching for a Store Page 3 of 18

4 Note that on the EOM main page, each store is has a very import status field. Table 1 outlines each possible status that a store may be assigned. Table 1 Store Status Status Description Pending No portions of the form have been marked as complete. Partly Completed 1 or more sections of the form have been completed. All sections of the form have been completed and the form Pending RE Mgr Appr. is ready to be reviewed and approved by a Wal-Mart Real Estate Manager. Wal-mart Approved The form has been completed and approved by Wal-Mart. Final Wal-mart Approved The form is ready for export to the JDE system. Once a form has been Wal-mart approved, it can no longer be modified. Page 4 of 18

5 III. Creating a New EOM Form Purpose: To create a new EOM form with a store and sequence number. At the top right corner of the main EOM page, you will find a Create Form button. This will take you into the section for creating a new EOM (see Figure 3.1). Figure 3.1 EOM Main Page 1. The first step in the Create Form process is to enter the store and sequence number. If the store entered does not previously exist, then a brand new form will be created (see Figure 3.2); otherwise, an existing form will be opened for editing. Page 5 of 18

6 Figure 3.2 Create Project Page 2. For a brand new store, enter all of the pertinent information in the new form fields, and click Create. This will take you to the main EOM form page. (see Figure 3.3) Page 6 of 18

7 Figure 3.3 EOM form page, Store Info tab Here on the Store Info tab (see Figure 3.3 above), it is possible to add contact information for the Architect of Record (AoR), Civil Engineering Consultants (CEC), Outside Legal Firms and Shaw Environmental contacts. It is possible to add additional contacts for each contact category, in the case that more than one contact is necessary. To do so, simply click on the Add Additional Contact s link and a new contact information section will appear below the existing contact section. Conversely, contacts can be removed by clicking the Remove Contact link (see Figure 3.3 above). Page 7 of 18

8 IV. Modifying an existing EOM Form Purpose: to fill out the form, by tab, by checkbox, by attaching files In the main EOM form page; note that there are 6 tabs across the top of the form, all of which can potentially be filled out. These tabs are as follows: 1. Store Info 2. Civil Engineer 3. Architect 4. Outside Legal 5. Shaw Environmental 6. Wal-Mart Figure 4.1a EOM form page, Civil Engineer tab Also, each section of the form consists of a variety of check boxes. Upon clicking on one of these check boxes, a new section of the form is revealed. If any check box is not checked (and subsequently filled out), then the EOM will treat that section as incomplete, and create the resulting form without including that portion (see Figure 4.1b). Page 8 of 18

9 Figure 4.1b Checkbox Examples It is important to realize that most of the tabs along the top have multiple pages associated with them. To navigate through these corresponding pages either: 1. select the page number from the drop down box, or 2. navigate though the pages using the Previous and Next page links. Figure 4.1c Navigating Different Pages of a Tab Page 9 of 18

10 Attaching Files To attach documents to a form, click on the [Attach Files] link. This will open a new window, called File Attachments (see Figure 4.2) Figure 4.2 File Attachments There exists two ways to attach files to the form. 1. From your local computer Additionally, you may click the Attach button. This will open another window, called Attach Files (see Figure 4.3). Click Browse to locate a file from your local computer. Once you have located a file, click the Upload button. The selected file will be displayed in this window. Repeat this process for as many files as you need. Once you have added your files, make sure the checkboxes next to the files are checked, and click the Attach button at the bottom of the window. Figure 4.3 Attach Files Page 10 of 18

11 2. From existing project files on EDDS Clicking the EDDS link button (Figure 4.2 above) will bring up a tree structure of all of the files located in the corresponding store in EDDS. To add one of these files, simply check the box next to the file name, or to add the entire folder, check the box next to the folder name (see Figure 4.4). Figure 4.4 Selecting files from EDDS Once the files for attachment have been selected, it is possible to now either or Delete them individually by right clicking on the document name (see Figure 4.5). Figure 4.5 or delete an attached file Page 11 of 18

12 Saving the form If you need to complete the form at a later time and do not want to lose all of the entered information, then click on the button, located at the top right corner of the page. When the data is saved, the following dialog box is displayed: Figure 4.6 Save Dialog Box Completing a form Once all the pages of a section of a form is complete, click on the button at the top right of the page. By clicking this button, the section will become read-only, which means that it can no longer be edited. Also, when a section is complete, a checkmark will appear in that tab, as well as the date and time when the section was completed will also be shown (see figure 4.7). Figure 4.7 Section Completed To modify a completed section, click on the button, and then it will be possible to mark the section as incomplete which will allow for the form to be in a modified state again. Page 12 of 18

13 V. Printing an EOM Form Purpose: To print off any or all tabbed sections of an EOM form. 1. Once an EOM form has been selected from the main page, click on the button, located in the upper right corner. 2. A window will open called Form Printing (see Figure 5.1). Check off the sections of the EOM that you would like to print, either individually, or check the All Sections box to print all sections of the form. 3. Click the Print Form button in this new window to send these form sections to the printer. Alternatively, click Cancel to exit the window. NOTE: if you select All Sections, the size of the form will be quite large, and may take some time to load in your browser. Figure 5.1 Form Printing Window Page 13 of 18

14 VI. Exporting an EOM Form (or Form List) to Excel Purpose: to export an EOM or list of forms to MS Excel, using the Comma Separated Values (CSV) file format. Exporting a Form: 1. Once an EOM form has been selected from the main page, click on the button, located next to the Print Form button in the upper right corner. 2. In the File Download window that opens, click: a. Open to open the file in a new Excel spreadsheet b. Save to save the file to your local computer c. Cancel to exit the File Download window Figure 6.1 Exporting a form to Excel NOTE: If you do not have Excel installed on your computer, the CSV file will open in a default text editor such as WordPad. Page 14 of 18

15 Exporting a Form List: (Wal-mart administration only) 1. In the form list page, click on, located near the upper right of the page. 2. In the File Download window that opens, click: a. Open to open the file in a new Excel spreadsheet b. Save to save the file to your local computer c. Cancel to exit the File Download window. Figure 6.2 Exporting a form list to Excel NOTE: If you do not have Excel installed on your computer, the CSV file will open in a default text editor such as WordPad. Page 15 of 18

16 Appendix A Legal: The Master Audit Form To successfully fill in the Master Audit Form on the Legal tab of the Electronic Owner s Manual, follow these 3 steps: 1. Downloading the Audit Form 2. Filling in the Audit Form 3. Attaching the Audit Form 1 Downloading the Audit Form It is important to first download and save the Master Audit Form to your local computer by clicking on the link provided. (see Figure A-1) Figure A-1: Downloading the Master Audit Form If when you click on the link for the master Audit form it opens in the same window not prompting you to download the file, please follow these steps: 1. Click on My Computer either on your desktop or located in the Start menu 2. From the main toolbar at the top of the window, choose the Tools menu 3. From the Tools menu, select Folder Options (see Figure A-2) Page 16 of 18

17 2. 3. Figure A-2: Tools Folder Options 4. When the new window opens, select the File Types tab (see Figure A-3) 5. In the Registered file types window, scroll down to the XLS file type 6. Once the Microsoft Excel Worksheet type is located, select the XLS type and click the Advanced button Figure A-3: Locating the XLS file type Page 17 of 18

18 7. Remove the checkmark from the checkbox that says Browse in same window (see Figure A-4) 7. Figure A-4: Uncheck the browse option 8. Click the OK button and close all corresponding windows 9. Try clicking on the Master Audit Form to download and save it to your computer again (see Figure A-1 above) 2 Filling in the Audit Form Once the a copy of the Master Audit Form has been saved to your computer, open the file in MS Excel, fill out the required information and save it again. If you have more questions about the content that is required within the Master Audit Form please contact a Wal-Mart representative. 3 Attaching the Audit Form Once the Master Audit Form has been filled in with its required information, attach the saved file to the EOM form (see Figure A-5). Please refer to Page 11 of this User Guide for detailed steps on how to attach a file to the EOM form. Figure A-5: Attaching the Audit Form Page 18 of 18