CCS Information and Support Center Introduction

Transcription

1 CCS Information and Support Center Introduction

2 What is the information center for? Not only does our web-based information center provide access to our collection of downloadable files, manuals and presentations in the customer or project specific sections it also facilitates communication and status tracking for issues.

3 Getting there - user login Recommended browser: Internet Explorer Recommended screen resolution: 1280x1014 minimum

4 Overview Click Start page to come back to this view from any subsite Login and settings, manage alerts Quick links to choose your product

5 The top link bar The top link bar is where you will find the available tabs for the part of the sharepoint that you have actively selected (i.e. clicked on) In this case, for document libraries: BROWSE, FILES and LIBRARY and for issue lists BROWSE, ITEMS and LIST No tabs in the top link bar? Activate one of the content elements to make the available tabs appear

6 Accessing and using the ribbon Clicking BROWSE closes the ribbon again The ribbon is where the available functions or actions related to a particular tab are displayed. It is tucked away in the top link bar and can be accessed by clicking on the tabs See slides for how to set alerts on individual items and on whole lists

7 Common area BROWSE hide the ribbon and go back to regular page view PAGE Depending on current view, related functions appear in the ribbon Search field PRODUCT ICON navigates to home page of current site Switch between common dw info center and the Support or Partner area QUICK LAUNCH, content depends on product and permissions

8 Support area Need access to the support page? Ask CCS for your login details. Support area Your individual support site, which contains your issue lists and project documents. Customer specific project site. Click on Icon to see the support issue list.

9 Support area: Issue list This list helps you manage a set of discussion topics, such as questions, change requests or bug reports. You can assign, prioritise and follow their progress from start to finish. Select Issue list for an overview of all the current issues

10 Issue list statuses Make sure to change the status for issues that are 100% completed to Closed. They will disappear from Active items, but are still available in the All items view. Tracking is much more efficient this way. What statuses are there, and when should I use them? Active used for active items you or we are working on On hold for issues where no progress is possible or there is a need for discussion Resolved - for issues that are resolved or where a conclusive answer has been provided. This status suggests that the issue can be closed since it is no longer relevant. Closed - used as a confirmation by the other party, to confirm your proposal that you made with the setting of the Resolved status. Most often, our dwsupport will return issues to you as Resolved when they provide an answer to your question. If you are satisfied, set the issue to Closed. If you need further information, return it to In progress and assign it back to us for more details.

11 Creating and editing issues Click on new item Sort list by column header View or edit selected item

12 Support area: Shared documents Please upload all final versions of documents here that are used in the project. Adding your documents on a regular basis will help you keep track of the current status, and it also makes them easily accessible for the other users of the support or project site

13 Uploading files File upload by New document and/or New folder button or upload your files using the handy drag&drop functionality Move mouse until a frame appears and then drop the file

14 Creating alerts Choose PAGE Set alerts on this page or manage alerts Navigation bar Select alerts

15 Creating alerts cont. If you set an alert in the ITEMS ribbon, you will be creating an alert just for the individual issue or document you have selected You can only create alerts for yourself, not for other people. Setting an alert in the LIST ribbon will create an alert for all the items in that list

16 Views Views are now in the LIST ribbon above the content (in this case Active issues, My issues etc) You can create your own private view for any list. For changes to public views, please contact us. Activate any line first, to get the LIST tab displayed in the top bar

17 New and improved search

18 CCS Content Conversion Specialists GmbH Weidestr. 134, Hamburg, Germany