DDRD. PLMS Navigation Basics

Transcription

1 DDRD PLMS Navigation Basics

2 1 1 Enter your User ID and Password and click Submit.. Click on this link if your forgot your Password.

3 1 1 Follow recovery instructions. Click Submit. If the information entered is correct, you will receive an to the address you provided when the account was created. Please use the link contained in the within 1 hour to reset your password.

4 1 5 1 The Navigation bar can be collapsed for a larger screen display. Click on the Party link to view detailed information about the business partners that you can access. Worlkflow groups organize your workflow tasks logically based on your business role. Workflow tasks within workflow groups provide visibility to your to-do list and business exceptions. Numeric values inform you of associated record counts. Alerts are actionable notifications prompting you to take action. Favorites allow you to create dashboard book marks for frequently viewed records. 5 Recently Viewed Documents shows last ten records viewed.

5 1 1 Field Search allows you to search by field. The default operator is like or includes. Operational Search allows you to search using available operators. Change Tracking Search allows searching based on change history. Action buttons allow you to clear search criteria, cancel a search, create a saved search and commence a search.

6 1 1 Click on the triangle to sort in ascending and descending order. Drag the horizontal scroll bar to view search results horizontally. If multiple pages of search results exist the corresponding number of pages is displayed here. Within search results click on the link to open the desired record.

7 1 1 Search for desired results you wish to save a search for. Click on the Save Search button. Give your search a meaningful name for reference. Click the Save button to save your search results. These can now be referenced easily by clicking on the Saved Searches button.

8 1 1 Click on the Saved Searches button. Select the desired Saved Search. To delete a Saved Search select the Search you wish to delete and click Delete. The results for the Saved Search selected will display on screen.

9 1 5 1 The name of the workflow task you are viewing appears here. Search criteria helps you retrieve desired records. For large search results you can change the default record display. Search results are exportable as Excel or PDF formats. 5 In some cases the More Actions menu will display additional available actions.

10 1 1 Click on the Alert (s) you wish to view from the Alerts Section. This will open to the Alerts window. Click on the link to open the Alert. The Alert notification is date and time stamped. Once Alerts are opened they can be viewed by clicking on the Show Read button. To delete an Alert select the record you wish to delete and click on the red X.

11 1 1 Data is organized logically into sections making it easy to locate information. Tabs denote additional information that is associated to the record that you have open. The highlighted tab indicates where you are in PLMS. In this example we are viewing the Overview or main page for the Party record. The More Actions menu allows you to access functions that allow you to update records. Access is based on your business role in PLMS. Note: To add a record as a favorite on your dashboard select the Add to Favorites menu option. Greyed out records are non-editable fields.

12 1 1 You can navigate between multiple audits i.e., Quality and Ethical. The More Actions menu allows you to access functions that allow you to update records. Access is based on your business role in PLMS. Greyed out records are non-editable fields. CAP/CARs details are visible in the Audit Details section of the screen.

13 1 5 1 Click on the Comments Link. Click on the New Comment button. Select Category and Subject and type in New Comment. 5 Select the recipient(s) as defined in ACTOR(S). Available Actors are specified in the Party Overview Screen. Click on the Post button to post the comment to the recipient. When they open this record the Comments icon will display in pink indicating the presence of comments.