ECPTest

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<!DOCTYPE article PUBLIC "-//Norman Walsh//DTD DocBk XML V3.1.7//EN" "docbookx.dtd">
<article> 
  <artheader> 
	 <title>ECP Management Online Help</title> 
	 <author> 
		<firstname>Pamela</firstname> 
		<surname>Crosby</surname> 
	 </author> 
	 <releaseinfo>For Zope version 2.2</releaseinfo> 
  </artheader> 
 
  <section> 
 
	 <section id="ECP Main Menu" role="OFSP"> 
		<title>Main Menu</title> 
	 </section>

	 <para>The Main Menu allows access to the online ECP management system.
		Several options are given based on the permissions of the actors. Management of
		the ECPs, active and previously approved, upload a new ECP, manage groups,
		users and OEMs are the options listed. </para>

	 <imagedata fileref="MainMenuHelp.png" align="center"/> 
 
	 <para>For the ECP Administrator, the following options are
		available:</para>

	 <itemizedlist> 
		<listitem> 
 
		  <para>View all currently active ECPs </para>

		</listitem> 
		<listitem> 
 
		  <para>View previously approved ECPs </para>

		</listitem> 
		<listitem> 
 
		  <para>View ECPs requiring your action </para>

		</listitem> 
		<listitem> 
 
		  <para>Upload a new ECP </para>

		</listitem> 
		<listitem> 
 
		  <para>Manage groups </para>

		</listitem> 
		<listitem> 
 
		  <para>Manage users </para>

		</listitem> 
		<listitem> 
 
		  <para>Manage OEMs </para>

		</listitem> 
	 </itemizedlist> 
  </section>

  <section id="Active ECPs"> 
	 <title> Active ECPs</title><imagedata fileref="ActiveECPsSeclec.png"/> 
 
	 <para> This option allows you to select the ECP to view.</para>

	 <para>The ECP Admin will receive a list of active ECPs in the system that
		have not been completed. This will be a list all ECPs as well as the ECPs
		waiting for action by the system administrator.</para>

	 <para>A message is displayed if there are no active ECPs.</para>

	 <para>Instructions: 
		<orderedlist> 
 
		  <para>Click on the ECP Title you wish to view.</para>

		  <para>Press the back button to return to the list after viewing.</para>

		</orderedlist></para>

	 <section> 
		<title>View ECP Document Information</title><imagedata
		fileref="ECPMainMenuBig.png" width="320" depth="200"/> 
 
		<para>After selection "View all currently active ECPs", the ECP manager
		  is presented with a submenu of seven items. This ECP Menu is the most active
		  menu for most users. </para>

		<para>The <literal>ECP Menu</literal> shows the ECP Document properties.
		  The title, number and status are shown. If an action is need by the actor
		  selecting the ECP, the announcement "Action Required" will be shown in Red.
		  <emphasis>Some of the actions required might be "The MATS for this ECP need to
		  be completed. After the MATs are complete, click the "Mark MATs Complete"
		  option below to let the system know that the MATs are complete for this
		  ECP"</emphasis>.</para>

		<itemizedlist> 
		  <listitem> 
 
			 <para>View all ECPs with comments </para>

		  </listitem> 
		  <listitem> 
 
			 <para>View printable ECPs </para>

		  </listitem> 
		  <listitem> 
 
			 <para>View MATS </para>

		  </listitem> 
		  <listitem> 
 
			 <para>View MATs Assignments </para>

		  </listitem> 
		  <listitem> 
 
			 <para>Mark MATs Complete</para>

		  </listitem> 
		  <listitem> 
 
			 <para>View History</para>

		  </listitem> 
		</itemizedlist> 
	 </section>

	 <section id="Active ECPs"> 
		<title>View of Printable ECPs</title> 
	 </section>

	 <para>This option give the ECP Admin a printable HTML version of the ECP
		Document. Select the <literal>Print</literal> option from your browsers
		menu.</para>

	 <imagedata fileref="ActiveECPWithComments.png"/> 
 
	 <section id="Active ECPs"> 
 
		<para> See <xref linkend="/>. </para>

		  <para>The ECP document can be printed from a HTML version of the
			 document. </para>

		  <para>Press the <literal>Print</literal>button.</para>

		  <para>The result of the print submission will present the ECP document.
			 Select the <literal>Print</literal> from your browser menu. </para>

		  <imagedata fileref="/> 
 
		  <section id="Active ECPs"> 
			 <title>View of Printable MATs</title> 
 
			 <para> See <xref linkend=""/>. </para>

			 <para>The View of Printable MATs option allows you to view the MATs
				associated with the ECP. The option gives the users a <literal>HTML</literal>
				version of the MAT that can be printed from the browser.</para>

			 <para>Select the MAT you want to print.</para>

			 <para>Press the<literal> Print </literal>button. </para>

			 <para>You are presented with <literal>HTML</literal> version of the
				MAT. Select<literal> print</literal> from your browser menu.</para>

			 <imagedata fileref="MATWithComments.png"/> 
		  </section>

		  <section id="Active ECPs" role="OFSP"> 
			 <title>View MATs Assignments</title> 
 
			 <para>From the "<literal>ECP Menu</literal>", select "<literal>View
				MATs Assignments</literal>". This option will generate a list of those MATs
				that are currently assigned for the ECP. This option allows the ECP Admin to
				add MATs as well be giving access to the "<literal>Update MAT
				assignment</literal>" menu.</para>

			 <para><imagedata fileref="MATsAssignedList.png"/></para>

		  </section>

		  <section id="ECP Menu" role="OFSP"> 
			 <title>View ECP Profile</title> 
 
			 <section> 
 
				<para>The View ECP Profile allows the ECP system Administrator to
				  see which groups have been assigned to review an ECP. The system will display a
				  list of names on the groups assigned. <imagedata
				  fileref="ECPProfileList.png"/></para>

				<para>From the list, select the group to view the member of the
				  group. If no ECP profile is available for the ECP, an error message is
				  displayed.</para>

				<para>The detail information for the group is presented in the
				  <literal>Group Profile</literal> screen. Along with a list of people assigned
				  to the group, the ECP Admin can see what responsible each person is currently
				  assigned.<imagedata fileref="GroupProfile.png"/></para>

			 </section>

		  </section>

		  <section> 
			 <title>View History</title> 
 
			 <para>Select <literal>View History</literal> to see a list of all
				actions taken on the ECP to date. The output is formatted by date of action,
				description and actor.</para>

			 <para><imagedata fileref="ECPHistory.png"/></para>

			 <note> 
 
				<para>For Brian : How long can this list get? Does packing make it
				  shorter? Should I add here that the list is from current date to last packed
				  date?</para>

			 </note> 
		  </section>

		</para>

	 </section>

  </section>

  <section> 
	 <title>Previously Approved ECPs</title> 
 
	 <para>Once the review process of the ECPs are completed, a history of the
		actions are available in the archives. The ECP Admin, MAT Admin, Group Manager,
		Review can request a listing of all the archived ECPs.</para>

	 <imagedata fileref="ArchiveECPsList.png"/> 
 
	 <para>Selecting an ECP to view will give you the <literal>ECP
		Summary</literal> for that particular ECP.</para>

  </section>

  <section> 
	 <title>ECPs Requiring Action</title> 
 
	 <para>Selecting the ECP Requiring Action view will give the user the
		<literal>ECP Menu</literal>. A list of ECPs requiring some action from the user
		is displayed. 
		<note> 
 
		  <para>Brian: Are the options the same as Active ECPs? I'll archive one
			 to test its options.</para>

		</note></para>

	 <para><imagedata fileref="ArchiveECPsList.png"/></para>

  </section>

  <section> 
	 <title>Upload a New ECP</title> 
 
	 <para>Select the <literal>"Upload a New ECP"</literal> from the main menu.
		The Browse button allows you to select an ECP file from your local disk. 
		<itemizedlist> 
		  <listitem>Press <literal>Browse</literal>. 
		  </listitem> 
		  <listitem>Using the radio menu, select the <literal>OEM</literal>. 
		  </listitem> 
		  <listitem>Press the <literal>Upload ECP</literal>. 
		  </listitem> 
		</itemizedlist> </para>

	 <para><imagedata fileref="UploadECP.png"/></para>

  </section>

  <section> 
	 <title>Manage Groups</title> 
 
	 <para> 
 
		<section> 
		  <title>Create Groups</title> 
 
		  <para>To create a group, from the Group Management Main Menu select
			 "Add Group" button. The "Create New Group" screen provides a place for the
			 group name. Duplicate groups are not allowed. </para>

		  <para><imagedata fileref="GroupManagementCreate.png"/></para>

		</section>

		<section> 
		  <title>View Groups</title> 
 
		  <para>A listing of currently defined groups is given from the<literal>
			 Group Management Screen</literal>. Select the group id to view the information
			 about the group.</para>

		  <para><imagedata fileref="GroupManagementMain.png"/></para>

		  <para>To change group information, click on the group's id. Change the
			 information and press "<literal>Save Changes</literal>". </para>

		  <imagedata fileref="GroupManagementChange.png"/> 
		</section>

		<para></para>

		<section> 
		  <title>Delete Groups</title> 
 
		  <para>Deleting groups can have a detrimental effect on the groups
			 profiles, reviewing status or group membership. </para>

		  <para>To delete a group, place a check mark in the box to the left of
			 the group name. Press the "<literal>Delete</literal>" button. More than one
			 group can be deleted at one time. </para>

		  <para><imagedata fileref="GroupManagementDelete.png"/></para>

		</section>

	 </para>

  </section>

  <section> 
	 <title>Manage users</title> 
 
	 <para> 
 
		<section> 
		  <title>View Users</title> 
 
		  <para>To see the list of users, select the "<literal>Manage
			 Users</literal>" from the Main Menu. The user's profiles contain the Login
			 Name, Password, Full Name, Email Address, Group, OEM representative and System
			 Roles.<imagedata fileref="UserManagement.png"/> 
 
			 <para> The <literal>User Management</literal> screen gives a list of
				the users. The options of adding and deleting users are available from this
				menu. Click on the individual user to view the options available to each
				user.</para>

		  </para>

		</section>

		<section> 
		  <title>Create Users</title> 
 
		  <para>The <literal>User Management</literal> screen provides a listing
			 of the currently defined users. To add a new user, select "<literal>Add
			 User</literal>" from the menu. The "<literal>Create New User</literal>" screen
			 menu is provided. <imagedata fileref="UserManagementCreate.png"/></para>

		  <para> 
			 <orderedlist> 
 
				<para> 
				  <listitem> 
 
					 <para>Enter login name.</para>

				  </listitem> 
				  <listitem> 
 
					 <para>Enter password.</para>

				  </listitem> 
				  <listitem> 
 
					 <para>Enter Full Name.</para>

				  </listitem> 
				  <listitem> 
 
					 <para>Enter Email Address.</para>

				  </listitem> 
				  <listitem> 
 
					 <para>From the radio list, select group members.</para>

				  </listitem> 
				  <listitem> 
 
					 <para>If the user is a group manager, click the group manager
						box.</para>

				  </listitem> 
				  <listitem> 
 
					 <para>From the radio list, select the OEM the user
						represents.</para>

				  </listitem> 
				  <listitem> 
 
					 <para>Select the system roles that the user will be preforming.
						To select more than one role hold down the Ctrl key and click each role needed.
						</para>

				  </listitem> 
				  <listitem> 
 
					 <para>Press <literal>Create User</literal> button to create the
						user.</para>

				  </listitem></para>

			 </orderedlist></para>

		</section>

		<section> 
		  <title>Update users</title> 
 
		  <para>The "<literal>User Management</literal>" menu give the list of
			 current users. To change an users information, select the users id. The
			 <literal>Change User Information</literal> screen provides access to the
			 individual options available. Change the password, email address, groups and
			 OEM affiliations, and system roles. Press "<literal>Save Changes</literal>" to
			 commit your changes.</para>

		  <para><imagedata fileref="UserManagementChange.png"/></para>

		</section>

		<section> 
		  <title>Delete users</title> 
 
		  <para>The "<literal>User Management</literal>" menu allows the ECP
			 Admin to delete the users. Place a check in the box left of the name and press
			 the "<literal>Delete</literal>" button. Multiple selections are allowed for
			 deletion.</para>

		  <para><imagedata fileref="UserManagementDelete.png"/></para>

		</section>

	 </para>

  </section>

  <section> 
	 <title>Manage OEMs</title> 
 
	 <para>
 
		<section>
		  <title>Create OEM</title>
 
		  <para>From the <literal>Main Menu</literal>, select the
			 "<literal>Manage OEM</literal>" option. The "<literal>OEM Management</literal>"
			 menu provides the ability to add a new OEM organization. Press "<literal>Add
			 OEM</literal>" to create a new OEM.</para>

		  <para><imagedata fileref="OEMManagement.png"/></para>

		  <para>Duplicate names are not allowed. Enter the name of the OEM
			 organization. Press the "<literal>Create OEM</literal>" button.</para>

		  <para><imagedata fileref="CreateOEM.png"/></para>

		</section>

		<section>
		  <title>View OEM</title>
 
		  <para>A list of the currently defined OEM organizations is available
			 from the <literal>OEM Management</literal>screen. The ECP Admin can change OEM
			 name, add OEM and delete the OEM from this screen.</para>

		  <para><imagedata fileref="OEMManagement.png"/></para>

		</section>

		<section>
		  <title>Change OEM Information</title>
 
		  <para>Select the OEM to change by clicking on the id. The "Change OEM
			 Information" menu allows the ECP Admin to change the name of the OEM. Duplicate
			 names are not allowed. Press "<literal>Save Changes</literal>" to commit the
			 name change.</para>

		  <para><imagedata fileref="OEMManagementChange.png"/></para>

		</section>

		<section>
		  <title>Delete OEM</title>
 
		  <para>The "<literal>OEM Management</literal>" menu shows the list of
			 current OEM organizations. Place a check in the box next tot he OEM
			 organization and press the "<literal>Delete</literal>" button.<literal>
			 Caution!</literal> If any users in the system are currently associated with the
			 OEM scheduled for deletions, an error message is displayed.</para>

		  <para><imagedata fileref="OEMDelete.png"/></para>

		</section>

	 </para>

  </section>

</article>