12. ERM Operations module for DLPs

Transcription

1 12. ERM Operations module for DLPs Overview This quick guide will show you how to access the ERM 9.3 Operations module and save the application to your desktop. ERM Operations is an optional module that allows you to use Scan Operations, search for containers and orders more detail, and run reports. 1. First time accessing ERM Operations 2. Generating a barcode worksheet for Scan Operations 3. Using Scan Operations to change item owner/location 4. Advanced container searching 5. View orders 6. Generate reports Appendix browser requirements Steps 1. First time accessing ERM Operations A. Check that you have java installed. Please see the appendix for browser requirements and troubleshooting. B. Go to Screenshot If using Internet Explorer 11, the application will open straight from the browser. When using any other browser, follow the steps below. C. Click Download Webstart Version. D. Click Keep. E. Locate downloaded file and right click to select Send to from menu. F. Click Desktop (Create shortcut). G. On your Desktop, double-click to open SSO login screen. You can use this shortcut instead of going to through your browser next time. ERM 9.3 Quick Guide ERM Operations module for DLPs (version 1.2) 1

2 2. Generating a barcode worksheet for Scan Operations A. In File menu, click Bar Code Worksheet. B. Select up to four users. C. Select a location (optional). D. Select the scan functions required. (Select Check In for transferring). E. Click OK and a pdf will pop up or download, depending on your browser settings. Print out the barcode sheet. 3. Using Scan Operations to change item owner/location A. In File menu, click Scan Operations. B. Scan Check In barcode. C. Scan barcode of item s Principal Investigator owner. D. Scan barcode of item s new location or sub-location. E. Scan ERM barcode of item(s) that are to be transferred. F. Scan Done barcode. Note: When opening Scan Operations, the name and location of the person logged into SciQuest ERM is shown. When Check In barcode is scanned, the current function will change to Transfer. Click to manually enter barcodes. ERM 9.3 Quick Guide ERM Operations module for DLPs (version 1.2) 2

3 4. Advanced container searching The Container Administration tab can be used to perform an advanced search that displays all of the container details including biological descriptors. A. Click Container Administration tab B. Search by any combination of: Text criteria (Searches all fields. Use wildcards *) Location Status Owner C. Click Search D. Optional: Sort columns by clicking on the header. Rearrange columns by clicking on the header and dragging. Save your layout by clicking Layout -> Save My Layout, then close the application by clicking the X button in the top right instead of closing your browser. E. Optional: Export the data to Excel by right-clicking the results and choosing Select All. Then right-click and choose Copy Rows -> Include Headers. Paste into Excel. 5. View orders The Orders tab can be used to perform an advanced search of all of your orders. A. Click Orders tab B. Click Clear C. Choose a Recipient and the desired requisition status D. Click Search E. Optional: Export the data to Excel by right-clicking the results and choosing Select All. Then right-click and choose Copy Rows -> Include Headers. Paste into Excel. ERM 9.3 Quick Guide ERM Operations module for DLPs (version 1.2) 3

4 6. Generate reports You can open reports you have run and check their status by going to s -> Status. Here are some reports that you can run in ERM 9.3 that you may find useful. Inventory report by room Custom s Containers of listed materials Custom s Purchasing History Custom s Stockroom UniServices Activity Container Inventory Description An inventory report for a single room. You can choose to search for items on one restricted list, such as GMO or Peroxideforming chemicals. An inventory report that shows all items belonging to one or more lists for an entire Sector. View purchasing history for external suppliers for a specified cost centre. Note this is not specific for UniServices. View Stockroom purchasing history for a specified cost centre, or all Stockroom transactions over a specified time period. Inventory report filtered by multiple criteria including location, owner, restricted lists, expiry dates, and hazard phrases. ERM 9.3 Quick Guide ERM Operations module for DLPs (version 1.2) 4

5 Appendix Browser/software requirements for ERM v9.3 Operations Module Java JRE Current (x86) Go to your Software Center and check Java JRE Current (x86) is showing under the Install Software tab. If not, install from the Available Software tab or log a request with IT. Java must be x86 and version 8u144 or later. Browser Any browser may be used to download the Webstart quick launch application. To launch from the browser window itself, Internet Explorer 11 is the only supported browser as of September If you get a blank page that doesn t load, refreshing the page should fix it. Troubleshooting Ensure that pop-ups are not blocked: o Internet Explorer: Go to Settings -> Internet Options -> Privacy. Uncheck Turn on Pop-up Blocker If you are asked to let Java run, click Yes/Run. If you are asked to update Java, you can choose to do it later by selecting Run this time It may take up to two minutes for ERM to start up for the first time in a new browser. If you are still having issues please log a request for your local IT team to help. ERM 9.3 Quick Guide ERM Operations module for DLPs (version 1.2) 5