INPEX CMS - CONTRACTORS MANUAL

Transcription

1 INPEX CMS - CONTRACTORS MANUAL Registration Document No.: PROCON Document no.: PROCON Page 1

2 NOTICE All information contained with this document has been classified by INPEX as Business - Commercial in Confidence and must only be used in accordance with that classification. Any use contrary to this document's classification may expose the recipient and subsequent user(s) to legal action. If you are unsure of restrictions on use imposed by the classification of this document you must refer to the INPEX Sensitive Information Protection Standard or seek clarification from INPEX. Uncontrolled when printed. Document no.: PROCON Page 2

3 TABLE OF CONTENTS 1 PROCON ACCESS & NAVIGATION Invitation to Register Logging on to ProCon Incorrect Username or Password Account Disabled If you have forgotten your password ProCon Remember Me feature REGISTRATION Accessing the ProCon Registration Questionnaire Answering the ProCon Registration Questionnaire Troubleshooting - Unable to Save Question Category Answers NAVIGATION WITHIN PROCON ProCon Menu s Accessing INPEX Contractor Manuals Accessing ProCon On-line Help SUPPORT...16 Table 1 ProCon Contractor Portal Header Tab Descriptions...12 List of Figures Figure 1 ProCon Registration # Figure 2 ProCon Password Reminder # Figure 3 ProCon Contractor Portal Landing Page... 5 Figure 4 ProCon Contractor Portal Overview Page... 6 Figure 5 ProCon Contractor Portal Landing Page Password Reminder Function... 7 Figure 6 ProCon Contractor Portal Password Reminder Page... 8 Figure 7 Password Reminder Success Message... 8 Figure 8 ProCon Contractor Portal Registration Section... 9 Figure 9 ProCon Contractor Portal Registration Questionnaire... 9 Figure 10 Answering ProCon Question/Question Category Questions...10 Figure 11 ProCon Registration Answers...10 Figure 12 ProCon Registration Status...10 Figure 13 ProCon Contractor Portal Overview Page Tabs & Work Area...11 Figure 14 ProCon Contractor Portal MenuTabs...11 Figure 15 ProCon Contractor Portal Overview Tab...12 Figure 16 ProCon Contractor Portal Breadcrumbs...12 Figure 17 ProCon Contractor Portal Home Page Link...12 Figure 18 Setting ProCon Contractor Portal Home Page...12 Figure 19 ProCon Contractor Portal Landing Page Contractor Manuals...13 Figure 20 ProCon Contractor Portal Online Help Link...14 Figure 21 ProCon Contractor Portal Online Help Screen...14 Figure 22 ProCon Contractor Portal Online Help Navigation...15 Document no.: PROCON Page 3

4 1 PROCON ACCESS & NAVIGATION 1.1 Invitation to Register INPEX will issue an inviting you to register your details in our Procon Contract Management System. The registration involves the following four steps: 1. You receive #1 and follow instructions Figure 1 ProCon Registration #1 2. You visit the website and request a password 3. You receive #2 containing you password Figure 2 ProCon Password Reminder #2 4. You logon to Procon, where you will be required to: a. reset your password to your desired password b. acknowledge terms of use for ProCon system c. update Company information and answer Registration questions where required. Document no.: PROCON Page 4

5 1.2 Logging on to ProCon This section will explain how to access and find your way around ProCon. It will cover some key areas that users will need to understand to allow them to work comfortably within the system. To log onto to the Contractor Portal, you must have received your username and password from INPEX. 1. Start your Microsoft Internet Explorer browser. (see INPEX CMS - Contractors Manual - Prerequisites for details on browser type etc.) 2. Enter into the Address area. 3. Your browser window should now display as below: Figure 3 ProCon Contractor Portal Landing Page Note This screen is the INPEX public contractor portal to the ProCon system. INPEX Contractor Manuals are also available from this screen. Document no.: PROCON Page 5

6 4. Enter your ProCon Username and Password before clicking the Login button. Note Your ProCon Password is case sensitive. The first time you logon you will be required to change your password. Passwords must contain between eight and fifty characters. These characters must include at least one uppercase character, one lowercase character and one digit. Warning Your ProCon account will be disabled after 3 unsuccessful logon attempts. If this happens please send an to itservices@inpex.com.au requesting your account to be re-enabled and a new password issued. 5. Submit your acceptance of the Terms and Conditions for using the contractor portal. 6. You should now see a page similar to the one illustrated below. Figure 4 ProCon Contractor Portal Overview Page Note Flashing yellow star will indicate outstanding items 1.3 Incorrect Username or Password If you enter an incorrect password you will receive the following error: Sorry but the user name and password provided are invalid. Please try again. 1.4 Account Disabled If your account has been disabled you will receive the following error: Document no.: PROCON Page 6

7 Sorry, you have been denied access. Please contact your ProCon administrator. Your account can be disabled by the following: A user attempting to logon with an incorrect password more than 3 times. This is a security feature to prevent a dictionary attack to gain access to your account. If your account has been manually disabled by a colleague who is the Primary Contact or by a ProCon Administrator. 1.5 If you have forgotten your password To log on if you have forgotten your username or password: 1. Click the Password Reminder link. Figure 5 ProCon Contractor Portal Landing Page Password Reminder Function Document no.: PROCON Page 7

8 2. Enter your address in the field. Figure 6 ProCon Contractor Portal Password Reminder Page 3. Click Submit. A confirmation message we be displayed as illustrated below: Figure 7 Password Reminder Success Message Your password will be sent to you via . Note If you forget your Username please send an to itservices@inpex.com.au 1.6 ProCon Remember Me feature If you check Remember My Password box before you click the login button, a cookie is created in your Temporary Internet Files containing an encrypted version of your ProCon username and password. When you access the ProCon website subsequently you will be logged directly into ProCon without being prompted for your username and password. To reverse this change you must delete the cookie that was added to your Temporary Internet Files. The cookie will be named ProCon. Document no.: PROCON Page 8

9 2 REGISTRATION Once successfully logged into ProCon for the first time then you must complete the Registration of your company data. If you have already completed your ProCon Registration then you can disregard this section. Please read through the rest of this guide to familiarise yourself with ProCon. 2.1 Accessing the ProCon Registration Questionnaire To complete your Registration then, from the Overview Page, click either of the following links: - Registration Menu tab; - Current Status INCOMPLETE link; - Flashing Star (which will stop flashing once completed); Figure 8 ProCon Contractor Portal Registration Section ProCon will take you to the Registration Questionnaire which will look similar to following screen: Figure 9 ProCon Contractor Portal Registration Questionnaire Document no.: PROCON Page 9

10 2.2 Answering the ProCon Registration Questionnaire To answer a Registration Question/Question category then click the dropdown arrow next to the Question/Question Category followed by : Figure 10 Answering ProCon Question/Question Category Questions ProCon opens the Question Category and enables data entry. Answer all Questions and then the details. Figure 11 ProCon Registration Answers ProCon confirms the Answers have been saved via success message. Repeat the process for all other Questions/Question Categories until you have completed the Registration. Upon successfully completing all Registration Questions then ProCon will update the status to Complete: Figure 12 ProCon Registration Status 2.3 Troubleshooting - Unable to Save Question Category Answers If you are unable to save the Answers to the Registration Questions then this is likely to be due an incompatibility issues between ProCon and your Web Browser. Please refer to the INPEX CMS Contractors Manual Prerequisites guide for Web Browser Compatibility instructions. Document no.: PROCON Page 10

11 3 NAVIGATION WITHIN PROCON 3.1 ProCon Menu s This section will explain how you move from one module of ProCon to another in order to access key functional areas and while within a particular module how to initiate actions and maintain your navigation trail. This section will conclude with exercises allowing users to navigate through ProCon and view the various detail screens. Your ProCon interface has a number of important areas as illustrated below:- The Menu Tabs provide you with the ability to move quickly to the area of ProCon in which you wish to work. The Main Work Area makes up the largest part of your ProCon interface and contains the key dynamic information relating to the subject area you are working on. This is the area where you will interact most with ProCon. Menu Tabs Main Work Area Figure 13 ProCon Contractor Portal Overview Page Tabs & Work Area ProCon header tabs and shortcut links will be displayed at all times as illustrated below: Figure 14 ProCon Contractor Portal MenuTabs The main operations accessible from this area are outlined below:- A B C D Tab area to allow user to navigate to their preferred section. ProCon online Help. Site Internationalisation Displays Language Format. Log off from ProCon. Document no.: PROCON Page 11

12 E F Link to allow user to quickly navigate to their preferred home page. Name and company of the currently logged on user. Table 1 ProCon Contractor Portal Header Tab Descriptions ProCon uses Menu Tabs to enable you to easily move from one module of ProCon to another. This is achieved by simply clicking on the menu tab corresponding to the module/area of ProCon you wish to access. Clicking on a tab will highlight the chosen tab and change the view in your Main Work Area to the home page of the ProCon module as illustrated in the screen below:- Figure 15 ProCon Contractor Portal Overview Tab To complement the use of menu tabs, a useful navigation system entitled Breadcrumbs is used throughout ProCon. Breadcrumbs maintain an automatic navigation trail record as you move deeper into a ProCon module. This enables you to easily see how you arrived at the point you are at within ProCon, and more importantly, how to work your way back to where you started as illustrated in the screen below: Figure 16 ProCon Contractor Portal Breadcrumbs Note All previous web pages are shown as clickable links appearing after the words You are here: ProCon provides the user the ability to set a desired home page by clicking on the Make my home page icon on the desired screen. When the user logs on, ProCon will automatically direct them to their specified home page. Also, Users can navigate directly to their desired home page by clicking on the My Home link on the menu header as illustrated below:- 1. Go to My Home page Figure 17 ProCon Contractor Portal Home Page Link 2. Set as My Home page Figure 18 Setting ProCon Contractor Portal Home Page Document no.: PROCON Page 12

13 3.2 Accessing INPEX Contractor Manuals INPEX Contractor Manuals will be made available on the Contractor Landing Page as shown below. Select a manual and the system will open a PDF in a new browser. Figure 19 ProCon Contractor Portal Landing Page Contractor Manuals 3.3 Accessing ProCon On-line Help Perhaps the option you will find most useful while using ProCon will be the Help option. Document no.: PROCON Page 13

14 This will always be available on your ProCon screen to provide you with step-bystep help relating to any area of ProCon. Figure 20 ProCon Contractor Portal Online Help Link To access the ProCon On-Line Help: 1. Click the Help link. 2. You will be presented with a new browser window containing the on-line help contents as illustrated below:- Figure 21 ProCon Contractor Portal Online Help Screen 3. Click the Contents link in the top left hand corner of the Help window in order to view all Help areas. 4. This will present you with a view containing the subject down the left-hand side, menu options along the top and a main area to display the Help on the right. 5. To locate help on a particular keyword, use the online Help search facilities to locate the Help topics relating to the particular word. 6. Click the Search option in the top left hand side of the Help window. Document no.: PROCON Page 14

15 7. This will change your left hand menu to provide a text box in which to type your keyword before initiating the search as illustrated below:- Figure 22 ProCon Contractor Portal Online Help Navigation If further guidance on the use of ProCon is required then please refer to Section 3 to raise a Request with INPEX ProCon Helpdesk via IT Services. Document no.: PROCON Page 15

16 4 SUPPORT If you are experiencing problems operating ProCon please contact the INPEX ProCon Helpdesk at Never send your ProCon passwords through s. Please state: Your name Your company name User name as a form of authentication A contact telephone number A contact address A description of the nature of the problem. Document no.: PROCON Page 16

17 INPEX is the custodian of this manual. The ProCon logo is a trademark of 8over8 Ltd registered in the UK. Restricted internal use. Permission should be sought from INPEX before any part of this publication is reproduced, stored in a retrieval system, or transmitted by any other means. INPEX May 2015 Document no.: PROCON Page 17