gc4you.com User Guide 2010

Size: px

Start display at page:

Download "gc4you.com User Guide 2010"

Arthur Kelley
6 years ago
Views:

1 Table of Contents Introduction... 2 Sign On and Authentication... 3 Standard Portal Page Components... 4 Navigation... 8 Searching Portal Search Search Results Bring2Mind\DMX Document Information Document to me Searching Document Repository Search Available Search Fields Searching Document Repository Search - Search Results Search Specific Site Content Store Lookup Content Subscription New/Update Documents My Portal Place My Quick Link Favorites Add/Update Franchise Entities Getting Help Comments and Suggestions F r i d a y, N o v e m b e r 0 5, Page 1

2 Introduction The new gc4you.com portal has been created to enhance the existing portal.goldencorral.net portal. The primary shortcoming of the current portal was its lack of a comprehensive search capability. This in turn was a major hindrance in the portal s ability to provide information that it was designed to store. Much of the information a user required daily was provided by the portal, but because the data and reports were too difficult to locate, this important information was cumbersome to find. The primary goal of the new portal was not only to provide a centralized repository of Golden Corral reports and corporate information, but to provide a way to easily find this information. This information retrieval has been accomplished by providing a more streamlined navigation structure, multiple search options and an option to show what documents have been updated or added over a given time frame such as Last 7 Days. The new gc4you.com portal not only provides for all of Golden Corral s current document and other information now, but provides a solid framework to continue and grow with new information that will be required in the future. Corporate Intranets are a never ending project that will continue to evolve and grow as Golden Corral grows and changes. All comments, both positive and negative, will be appreciated. These comments will allow IT to provide the best service and best experience in our new Corporate Portal. F r i d a y, N o v e m b e r 0 5, Page 2

Sign On and Authentication The login page provides multiple functions. Primarily it allows access to the portal using your Active Directory user name and password.

3 Sign On and Authentication The login page provides multiple functions. Primarily it allows access to the portal using your Active Directory user name and password. This is the same login used to access your computer and to access golden corral webmail. There is no password reminder because there is no means to retrieve a password within active directory. If you forget your password, please use the Trouble Logging In? form on the right to request a new password. An IT administrator will reset your password and you that this has been accomplished. If a user attempts to login multiple times with the incorrect username and/or password, the account is locked out and must be reset by IT. Again use the form to submit your request to the IT administrator. Franchisees wishing to access the golden corral portal should use the Franchise Entity Registration form to sign up. F r i d a y, N o v e m b e r 0 5, Page 3

4 Standard Portal Page Components Search Options (upper left): a global portal search has been implemented that will search every page and every document for the occurrence of the search word and return the results. The Document Repository Search searches all documents throughout then entire F r i d a y, N o v e m b e r 0 5, Page 4

5 portal. Navigation (middle left): click or hover over each menu option. Each option will either direct you to a content page or to a page that provides a sub menu of further options. Logout (upper right): Click this button to log off of the portal [Your Name] (upper right): Click your name to access an information page with content specifically for you. Add Page as Favorite (upper right): Click this button to add a link to this page to your Quick Links Navigation menu. (see the blue box below) F r i d a y, N o v e m b e r 0 5, Page 5

Common Questions (right): This area will be populated on an ongoing basis with common portal questions and answers. Click the question to see the answer.

6 Common Questions (right): This area will be populated on an ongoing basis with common portal questions and answers. Click the question to see the answer. Search Specific Site Content (right): On occasion you will want to limit your search requirements to specific site content. This menu will allow you to perform searches on just specific site content such as Menus or Recipes and even on other web sites. Quick Portal Links (right): Certain major site content can be accessed quickly from this menu Other Site Links (right): This menu provides links to other 3 rd party web sites. F r i d a y, N o v e m b e r 0 5, Page 6

7 F r i d a y, N o v e m b e r 0 5, Page 7

Navigation This is the primary navigation menu for the golden corral portal. It will be located on the left of every page. You can either click on or hover over each menu item.

8 Navigation This is the primary navigation menu for the golden corral portal. It will be located on the left of every page. You can either click on or hover over each menu item. Each menu item will either display site content or another sub menu. By hovering over menu options, you will be presented with a fly out menu of other menu options. You can then move your mouse cursor over the fly out menu options and click the necessary page. This will save time in portal navigation since you will be able to access sub pages directly without having to access the sub menu first. Your security controls what menu options you will see and what content will be shown on those menu options. There are many pages of the portal that you will not see. If you discover you are not seeing content that is relevant to your job, contact the IT administrator to upgrade your security. F r i d a y, N o v e m b e r 0 5, Page 8

This content provides a menu list of the last 5 pages you have visited on the portal.

Click any of the menu options to access that page.

list. This can be updated using the menu button Add Page as Favorite in the upper right of every

9 This content provides a menu list of the last 5 pages you have visited on the portal. The Most tab provides a menu list of the 5 most visited by you pages on the portal. Click any of the menu options to access that page. This menu option provides a menu list of the pages you have requested be put into your favorites list. This can be updated using the menu button Add Page as Favorite in the upper right of every portal page or by accessing the My Portal Page area of the portal and updating your Quick Link Favorites from there. F r i d a y, N o v e m b e r 0 5, Page 9

10 Searching Portal Search Several methods to search the portal have been implemented. The Portal Search provides a method to search the entire portal including all its content on any page and any document that you have the rights to view. Enter your search term and click Submit. The below screen will be shown. F r i d a y, N o v e m b e r 0 5, Page 10

11 Search Results This box will display nondocument content from the entire portal. This would be information such as addresses, web links, articles, general information, etc. The box below Search Results entitled Bring2Mind/DMX only shows search results from portal documents such as excel, word or PDFs. See a detailed screen below. F r i d a y, N o v e m b e r 0 5, Page 11

12 Bring2Mind\DMX The search term is used to search document titles and their content from all documents, Excel, Word, Power Point, PDFs etc contained in the document repository. The icon to the left of the Title indicates the document type (ie. Word, excel, pdf, etc.) Click the Document title or the diskette icon to download the document. Click the document icon to see information about the document. The size of the document is also shown to the right of the document info icon. This will give an indication of the time required to view the document in a PDF or Office viewer. F r i d a y, N o v e m b e r 0 5, Page 12

13 Document Information The document information screen shows informative elements concerning the document such as Author, Date Created, File Size, etc. The row of icons allows actions to be performed while viewing this information. - Download - Subscribe - Document to me (see below) - Feature not available F r i d a y, N o v e m b e r 0 5, Page 13

14 - Document to me When you request the document to be ed, you will receive this with the document attached. F r i d a y, N o v e m b e r 0 5, Page 14

15 Searching Document Repository Search The document repository search searches all documents contained on the portal that the user has the authority to view. Click the Search Document Repository link and the following page is displayed in a new window. F r i d a y, N o v e m b e r 0 5, Page 15

Click the Search tab or the Advanced tab.

16 Click the Tools menu option to bring up a submenu and click Search. more control over what is searched. A new window will appear. Click the Search tab or the Advanced tab. The Search tab will search all documents Titles, Keywords and Content by default. To refine your search, click the Advanced tab to have Standard Search Tab F r i d a y, N o v e m b e r 0 5, Page 16

17 Advanced Search Tab Available Search Fields Each field can be searched to Contain or Does not contain the search term. F r i d a y, N o v e m b e r 0 5, Page 17

Navigate Feature not implemented Download File open the document Mail Me the document will be emailed to user currently

18 Searching Document Repository Search - Search Results When the results are displayed, right click the chosen document and select a function from the options menu. Navigate Feature not implemented Download File open the document Mail Me the document will be ed to user currently logged in to the portal Cut/Copy Feature not implemented Subscribe receive an when the document is changed. Show Direct link Feature not implemented F r i d a y, N o v e m b e r 0 5, Page 18

After clicking one of the search links, a search box will be presented. Enter the search term and click GO.

19 Search Specific Site Content In addition to searching the entire site for content and documents, specific site content can be searched. Click on one of the search links to search areas of the portal such as Menus and Recipes. In addition to portal content, information from the public golden corral site can be searched. After clicking one of the search links, a search box will be presented. Enter the search term and click GO. The search term is applied to all the document titles and content contained in the area being searched. A search results box will be displayed showing documents from your selected site content. Click the document title to open the document in a new window. F r i d a y, N o v e m b e r 0 5, Page 19

Store Lookup The store lookup search function allows the search of company and franchise restaurants meeting user selected criteria to be displayed.

20 Store Lookup The store lookup search function allows the search of company and franchise restaurants meeting user selected criteria to be displayed. A user can search for restaurants on criteria such as building type, region, district and unit number. Enter the store lookup search criteria and click FIND IT! A list of restaurants matching the search criteria is displayed. Click the Unit No. displayed in the box to see more detail information about the restaurant. - Click the Export button to send the list to Excel. -the number of records displayed in the list can be changed using this dropdown. - if more than one page of information is returned, this paging screen will be presented. F r i d a y, N o v e m b e r 0 5, Page 20

21 After clicking the restaurant number more detail information about the restaurant is displayed. F r i d a y, N o v e m b e r 0 5, Page 21

My Document Subscriptions shows what documents and folders are being subscribed to.

22 Content Subscription Gc4you.com allows the user to subscribe to one or many documents (excel,word,pdf,etc.) that a user is authorized to view. By subscribing, the user will receive an when that document changes. The ability to subscribe is limited to either a document folder and/or a specific document. My Document Subscriptions shows what documents and folders are being subscribed to. Subscribe to Document Folders shows all the documents and folders that are available for subscription. Click the boxed heart to subscribe to the folder or document. Click the broken heart to unsubscribe to the folder or document. F r i d a y, N o v e m b e r 0 5, Page 22

New/Update Documents This area of the portal will show those documents that the user has the authority to view. Any documents that have been added or changed in a specific time frame will be shown.

23 New/Update Documents This area of the portal will show those documents that the user has the authority to view. Any documents that have been added or changed in a specific time frame will be shown. This time frame will be in the last 7 days by default as well as other pre-configured time frames. Other time frames can be selected once this page is displayed. To access this area of the portal click the New/Updated Documents link. F r i d a y, N o v e m b e r 0 5, Page 23

24 Click the time frame links (today, 1 Day, etc.) to change the time frame and reselect. [title] Click the document title to view Click this icon to add the document to your Quick Links Click this button to view information about the document. This icon shows the document type. F r i d a y, N o v e m b e r 0 5, Page 24

25 My Portal Place My Portal Place brings together information that is unique to the logged in user. This page currently allows for the updating of subscribed content, quick links and for franchise entities, assigned entity names. Future enhancements will be dashboarding capabilities showing charts and graphs specific to the user s needs. F r i d a y, N o v e m b e r 0 5, Page 25

My Quick Link Favorites Add/Update My Quick Links provides an area specific to the currently logged in user to store links to favorite web sites, emails and links to documents both on the portal or

Click the star icon to add a new quick link. Sequence No to sort the quick links. When adding or editing the quick link, this screen will be shown.

26 My Quick Link Favorites Add/Update My Quick Links provides an area specific to the currently logged in user to store links to favorite web sites, s and links to documents both on the portal or other web sites. This view shows the currently configured quick links. Click the person icon to edit the quick link. Click the X icon to delete the quick link. Click the star icon to add a new quick link. Sequence No to sort the quick links. When adding or editing the quick link, this screen will be shown. Specify whether the link is a web address or an address. Enter the web address or address in the Link or Address box. Enter the title or description you want to use as a reference to the link. Use the If you want to create a quick link to a specific portal document, open the document in your browser window, highlight the address and press CTRL C to copy the address. Place your cursor in the Link or Address box and press CTRL V to paste the address. F r i d a y, N o v e m b e r 0 5, Page 26

To edit the assignments, click the Edit button. Highlight the correct franchise entity and click Submit.

27 Franchise Entities This portal box will be shown for franchise entities only. It shows what entities the current user is assigned to. This assignment is used in showing other information on the portal that is specific to a franchise entity and their associated restaurants. To edit the assignments, click the Edit button. Highlight the correct franchise entity and click Submit. If a user needs assignment to more than one franchise entity, hold the CTRL button while clicking on the assigned franchise entities. F r i d a y, N o v e m b e r 0 5, Page 27

Getting Help For help on the Golden Corral portal, please email the IT department at support@goldencorral.net or access the portal and click on Contact Us.

28 Getting Help For help on the Golden Corral portal, please the IT department at or access the portal and click on Contact Us. Use the electronic form Submit your gc4you.com Request to submit your request. If you are unable to login to the portal, use the Trouble Logging In electronic form on the login page. F r i d a y, N o v e m b e r 0 5, Page 28

29 Comments and Suggestions Please send your comments and suggestions to or access the portal and click on Contact Us. F r i d a y, N o v e m b e r 0 5, Page 29

Infosource 2.0 Static and Archive Report Changes for Vendors

Infosource 2.0 Static and Archive Report Changes for Vendors When we convert from Infosource 1.0 to 2.0 there will be a change to how Vendors find and display Static and Archive reports. This document highlights the changes Vendors will see and assumes they are