BES Operational Baseline Database User Guide Module 1 App, User, and POC Information

Transcription

1 BES Operational Baseline Database User Guide Module 1 App, User, and POC Information

2 BOB DB User Guide Current as of 15 June 2016 MODULE 1 OVERVIEW 3 LOGGING IN 3 STEP 1: NAVIGATE TO BES OPERATIONAL BASELINE DATABASE (BOB DB) 3 STEP 2: SELECT APP 4 APP 4 STEP 3: CONFIRM APP INFORMATION 6 STEP 4: PROCEED TO USERS TAB 7 USERS 7 STEP 5: CREATE NEW USERS 8 STEP 6: ADD USER NAME 9 STEP 7: SET USER PERMISSIONS 9 STEP 8: VERIFY USER AND PERMISSIONS ARE CORRECT 10 STEP 9: PROCEED TO POCS TAB 11 POCS 12 STEP 10: CREATE NEW POC 12 STEP 11: ADD NEW POC INFORMATION 13 STEP 12: PROCEED TO GENERAL TAB 15 Page 2 of 15

3 Module 1 Overview The purpose of this User Guide is to provide step-by-step instructions for BOB DB users to enter initial data into the Datacall. This Module focuses on three tabs: App, Users, and POCs. The App tab provides general information about your App. The Users tab allows you to add necessary personnel to your App site and set permissions. The POCs tab allows you to document important POCs such as the Program Manager and Engineer. Logging In STEP 1: Navigate to BES Operational Baseline Database (BOB DB) (Please copy and paste the link below into your browser) Page 3 of 15

4 STEP 2: Select App Under Please select an App from the list below to begin click on the dropdown box and scroll to the appropriate App or type the name of the App and select it. App The App page shows basic information about your App. NOTE: Your App name will always appear in the blue box on the top left of the navigation bar. Page 4 of 15

5 On the navigation bar, you can click on BOB DB or the home icon to automatically return to the welcome page. On each page, you can click on the Click for Instructions button (1) or hover your cursor over a type field (2) for additional information. Page 5 of 15

6 NOTE: Depending on your site permissions your screen may differ slightly from the screenshots (e.g. Read access does not show Save Changes button) STEP 3: Confirm App Information Verify that the information is correct. The fields that are gray cannot be edited or changed. Please note App definitions: App Acronym: The acronym commonly used to refer to the App App Name (mandatory): The App s full name or title Portfolio: If applicable, the name of the Portfolio to which the App belongs Sub-Portfolio: If applicable, the name of the Sub-Portfolio to which the App belongs PEO: If applicable, the Program Executive Office to which the App is assigned When finished, click Save Changes. Page 6 of 15

7 STEP 4: Proceed to Users tab After changes have been saved, click the Next button or Users tab on the top right navigation bar. Users The Users page allows you to grant access to your App information. You are able to add the necessary personnel and set the appropriate permissions. Users, in this context, are considered BOB DB users. Users and POCs may be different lists of persons. Page 7 of 15

8 STEP 5: Create New Users To add a user, click the Create New User button. The Add User window will pop up. Page 8 of 15

9 STEP 6: Add User Name Click on the User text box and begin typing the last and first name of the user you wish to add. Select the appropriate name from the drop-down list when it appears. STEP 7: Set User Permissions Next, set the permissions for the user. Click the appropriate check boxes. Please note Permissions Roles: Set Permissions: If checked, allows the named user to set permissions for other users listed for the App Read: If checked, allows the named user to Read the BOB DB data for the App. The user can only view information, not update existing information, create new records, or delete existing records. Update: If checked, allows the named user to Update the BOB DB data for the App. The user can update existing information for the App, but not create new records or delete existing records. Create: If checked, allows the named user to Create new records the BOB DB data for the App Delete: If checked, allows the named user to Delete existing records the BOB DB data for the App Page 9 of 15

10 Click OK when finished to save your changes. STEP 8: Verify User and Permissions are Correct You will now see the new user added on the main User page with their assigned permissions. Page 10 of 15

11 You are able to edit a user s permissions or delete them as a user by clicking Edit or Delete. STEP 9: Proceed to POCs tab When all users have been added, click the Next button or POCs tab on the top right navigation bar. Page 11 of 15

12 POCs The POCs page allows you to add important POCs for your App. POCs, in this context, are considered all persons who have specific knowledge or a responsibility of the App. You may add as many POCs as necessary, but the Program Manager and Engineer must be included. POCs and Users may be different lists of persons. STEP 10: Create New POC To add a POC, click Create New POC. The Create New POC window will pop up. Page 12 of 15

13 STEP 11: Add New POC Information Fill in each field. Please note POC field definitions: Last Name (mandatory): Last name of the POC First Name (mandatory): First name of the POC. This may also include a common/nickname if desired. Office Symbol or Vendor Name: Office symbol of the POC. May also include additional designators if needed to distinguish office. Use Vendor Name if POC is primarily associated with a company and not an on-site contractor. Group: Used to categorize or clarify the role or organization of the POC. Selection of a group is arbitrary. Role/Responsibility (mandatory): Title, responsibilities, or other description of the person s assignment as a POC (mandatory): address(es) of the POC DSN: DSN phone number(s) of the POC Comm Phone: Commercial phone number(s) of the POC Content Editor: The person who is responsible for updating BOB DB. While many users may have permission to create, update, or delete data, there should be only one POC who has ultimate responsibility for the data. Click OK when finished to save changes Page 13 of 15

14 The new POC will be added to the POCs list. NOTE: If a person is identified as the Content Editor, their information is highlighted in blue. Just like on the Users page, you are able to edit a POC s information or delete them as a POC by clicking Edit or Delete. Page 14 of 15

15 STEP 12: Proceed to General tab When all POCs have been added, click the Next button or the General tab on the top right navigation bar. Continue to Module 2: General for additional instructions. Page 15 of 15