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IMS Portal
Operating Manual COR-P-01-W01
Rev 00 dated 05Jul16
Prepared By
Mr. Sunjay Parikh,
DreamSoft &
Mr. Amod Khale, SBE
Reviewed By
Renu Jha, SBE
Approved By
Sachin Garg
Issued By
Amod Khale
9001
18001
27001
14001
IMS
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1 Table of Contents
S. No. Contents Pg. No.
1 Overview of the Manual 3
2 What is IMS portal? 4
3 Benefits & Limitations of the IMS Portal 4
4 Basics of IMS processes & portal 5
5 FAQs by Users 6
6 Screen Shot-wise explanations - Overview 8
7 Administration – Location, Group, User 9
8 Masters – Unit & HR Employee Master 14
9 EPM- Enterprise Process Management –
Master, EPM, EPM Data, EPM Process Link 17
10 User Dashboard 36
11 SBU Dashboard 36
12 Auditing 37
13 FAQs for Admin 39
14 Revisions done in the Operating Manual 40
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EPM Application – IMS Portal Operating Manual
2 Overview of the Manual
This document is the operating manual for the Tata Housing EPM application
developed by Dreamsoft IT Solutions Pvt. Ltd. Within Tata Housing this
application is also referred as the IMS Portal.
The manual is for both the Admin and the User and gives an overview of the
functionality that is available in the various modules within the application. The
manual also describes the various types of analysis reports that are available in
the application.
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3 What is IMS Portal?
IMS Portal is an IT portal that collates the data of IMS (Integrated
Management System) process measures at a predefined frequency at one
place and automatically generates Reports and Trend Charts which could be
accessed at the portal.
This facilitates in capturing and monitoring functional IMS process
performance on a periodic basis.
The Functional BSC Score Card feature, enables Admin Users to create
Functional Score Cards by selecting the BSC measures across processes and
provides a facility to the Users to generate their BSCs from the portal
Monitoring performance involves brainstorming on the process gaps/
Functional BSC gaps (actual v/s plan) by teams, which would help in
identification of Corrective and Preventive Action (CAPA) that would help
reduce / eliminate the process gaps, thereby improving the process outcomes
and Functional Performance.
4 Benefits & Limitations of the IMS Portal
What it can do
o Easy Access through the Tata Housing Intranet
o User-friendly data input/ updation through either
E-mail responses or
Updation in the portal
o Collation of all process measures in one place
o Create Functional Score Cards – specific set of process measures
arranged in a sequence e.g. Functional BSC
o Output (Graphs & Data) in the form of:
Reports in PDF or Excel at a Process or Sub-Group Level
Functional Score Cards
User Dashboard on the Portal
What it can’t do
o Auto updation of measures through SAP or any other portal i.e. the
data has to be updated manually
o Checking the correctness of the data i.e. Data Integrity. The onus of
this lies with the Process Owner.
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5 Basics of IMS processes & portal
Structure of IMS processes at TH – There are 3 Levels
o Level 1 – Leadership, Customer, Operational, Support
o Level 2 – Sub-Functional Level e.g. HR Ops, Engg. - Execution
o Level 3 – IMS Process e.g. Induction, Design Management
All the documented IMS processes whose performance would be
tracked by the IMS processes are at a Level 3 E.g. Induction Process
(HR01-P-06) is a Level 3 process that falls under Level 1 – Support and
Level 2 – HR Ops
Function / System – Employees can access all processes of their
respective sub-group only (Level 2) as the access to the portal has been
provided based on employee sub-group as per HR Employee SAP Masters.
Hence, employees in Administration cannot access HR Ops data
Data updation timelines (Ref. 10.3.1)
o Most of the measures have a monthly updation frequency, so the
designated users (Team Member) have to update the process
performance in the Portal each month. The system generates two
e-mails based on the process frequency at the beginning of the
month.
o 1st level – 5th of each month for data updation by Team Member
o 2nd level – Escalation to Process Owner – 7th of each month
Types of users:
o Process Owner – Can view and update data, access reports,
dashboards
o Team Member - Can view and update data, access reports,
dashboards
o User – Can view User dashboard & BSC Reports if assigned the
rights
o Admin – SBE Leaders – Create, Modify, Delete processes &
Functional Score Cards in addition to the above. They also provide
access to designated employees for generating a Functional BSC
Report.
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6 FAQs by Users
Sr.
No.
Questions Steps with References Pg.
Nos.
1 How do I log-in to the portal
Log-in first into the Tata Housing Intranet & click on the IMS portal icon
(Screen Shot # 1); you would reach the
opening page (ref. Screen Shot #2)
N.A.
2 How do I input the process measures
through e-mails
Respond to the e-mail (ref. Screen Shot #3) Ref. 10.3.1
34
3 How do I input the
process measures through portal
Go to EPM data, and update.
Ref. 10.3
33
4 How can Reports be
extracted
Go to EPM> EPM Analysis > Level 3
Ref. 10.2.2
29
5 How can the User Dashboard be
accessed
Go to User Dashboard Ref. 11
36
6 For any other queries e.g. Log-In
For any other queries e.g. Log-In contact your SBE Leader
N.A
Screen Shot # 1 - Accessing the portal through Intranet
Screen Shot # 2 - Opening / Landing Page
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Screen Shot # 3 – E-mail – Reply to auto-generated e-mail
For the Actual field below, input value only e.g. 80 and not 80% or Rs. 50 Cr.
Key in the KPI –
Number only no. only
Key in the Remarks
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7 Screen-shot wise explanations
The screen shot-wise explanation has been provided for both the Admin and
User Groups. 1) Administration
2) Masters
3) EPM (Enterprise Process Management) 4) User Dashboard
5) SBU Dashboard
6) Auditing
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8 Administration
This module contains various sub-modules that provide the functionality of
application level administration. Users will need admin level access to modify data in this module.
The three important modules here are –
1. Location
2. Group
3. User
8.1 Location
This module provides the ability to add locations or projects of Tata Housing.
The below form provides functionality to add a location. To search for a location,
please click on the “Find” button.
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The below form is a search results grid. Please click on the “Add” button to add
a location.
8.2 Group This module provides the ability to add a group to the application. The group
can then be given the following rights –
View
Add
Edit
Delete Print
The below screenshot shows some of the rights given to the “Administrator”
group.
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The below screenshot shows some of the rights given to the “User” group.
The Group module is used by both the EPM and the OCAT applications, hence
some of the groups defined here like “Project Head” and “Regional Head of Engineering” are groups used by the OCAT application as seen in the below
screenshot.
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8.3 User
This module provides the ability to set up login and password for a user.
EPM portal has defined two User Groups – Users & Admin; the other two Groups
– Project Heads and Regional Head Engineering are for the O-CAT Application,
which currently shares the same data base.
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Following are the important fields on this form -
Field Purpose
User Name (Mandatory)
The name of the user. This is the
name that will be displayed on the title
bar of the application when the user logs in.
This is the name that will be displayed
in the reports.
Login Name (Mandatory) A unique login id.
Password (Mandatory) Case sensitive password minimum 8 characters long.
Manage Records (Mandatory)
Select an option to manage records –
Self - Lowest visibility. Only self
records can be managed
Location - Location visibility. All
location / project records can be
managed
Business Unit – Highest visibility.
Entire SBU records can be
managed
Location (Mandatory)
Select the location / project of the user from the dropdown. The location
dropdown is filled in from the Location
master as described above in section 2.1
Group (Mandatory)
This is an important field as the selection here gives access privileges to
the user across the application.
Currently two groups are defined in the Group master as described above –
Administrator and User.
Administrator group has ability to add /
modify / delete masters and users.
Password Expiry (Mandatory) This field will have a default value of 365 days and should not be modified.
Status This field should be “Active” which is the default value.
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9 Masters
This module has several sub-modules to define the master data. These master
data are then used in the rest of the application.
The below screenshot shows all the masters sub-modules.
9.1 Support Data - Unit Master This module provides the ability to add / edit Units for the measures.
The below screenshot shows the add form for adding a Unit.
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The list of existing Units can be accessed by clicking on the Find button.
The below screenshot shows the search grid after clicking on the Find button.
9.2 HR - Employee Master
This module provides the ability to add employees to the EPM database.
All the Tata Housing employees have been added in the database through an import utility during the initial release of the application.
There are three tabs in this form –
Personal Details Some of the personal details of the employee is entered in this tab. The
important fields here are –
a. Address information
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b. Mobile No.
c. Email
Professional Details
Some of the professional details of the employee are entered in this tab.
The important fields here are –
a. Date of Joining
b. Designation
c. Department
Other Details
Other miscellaneous details of the employee are entered in this tab. The important fields here are –
a. Bank Account details
b. Mapping the user login to the employee using the user login
dropdown. This will give information on what is the user login of
this employee.
9.3 Import Employee Data This module provides the ability to import employee data from an Excel file.
Generally Tata Housing would get an employee dump from SAP in an Excel
format. An Excel template is provided by Dreamsoft in which the employee data
should be entered.
In the above screenshot, the link below the “Import” button will download the
Excel template.
The “Choose File” button is used to browse and select the Excel file on the file
system. Once the file is selected, the “Import” button will import the employee
data in the system.
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Any new employees will be added in the system and existing employees will be
updated. The employees are checked based on their employee code.
10 EPM (Enterprise Process Management) This is the heart of the application. This module contains several sub-modules
that provide the main functionality of the application.
Some of the functionality provided in here are –
Setting up the EPM related masters. This includes processes and measures masters.
Setting up a process with the measures defined in them.
Setting up process owners, team members and measures targets for a
process.
EPM Data form to enter the KPI measures at pre-defined intervals.
Various types of EPM Analysis reports.
10.1 Master
This module provides various sub-modules for entering the core EPM masters
data.
10.1.1 Level 1 Here the Level 1 masters data are entered. These are the top level
organizational divisions.
Most of the data here is entered once and may not be needed to be added /
edited or deleted.
Any data in here can be added / modified only by the Admin level employee.
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10.1.2 Level 2 Here the Level 2 masters data are entered. These are the second level
organizational divisions that are sub divisions of the Level 1 divisions.
Any data in here can be added / modified by the Admin user.
Below is the screenshot of the search grid showing some of the Level 2 sub-divisions that have been entered along with their corresponding Level 1.
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10.1.3 Function Master Here the various functions in the organization are defined from the TH HR
Employee Database. These functions are then selected when creating a Level 3
process.
10.1.4 Measures
This is the measure master. Here the various measures are defined and mapped to a system (function). When creating a Level 3 process, these measures are
then associated with the process.
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Below is the Add form where a measure is added and a function is selected from
the drop down box. This associates the measure with the function thus implying that this measure will be used for a process belonging to this function.
10.1.5 Level 3 Process
This module provides the ability to define all the parameters for a process.
Generally there is a process document created internally and then the important
parameters of that process are taken from the document are entered here.
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The following are the fields on this form -
Field Purpose
Title (Mandatory) This field is used to enter the title of
the process
Classification No. (Mandatory) This field is used to enter a unique
classification number for the process
Objective This field is used to enter the objective of the process
System (Mandatory)
The system dropdown allows to select
the function / system to which this
process belongs
Review
The frequency for reviewing this process is defined here. The drop
down has the preset values for the
frequency
EPM Level 1 (Mandatory) This field is used to select the Level 1
division of the organization
EPM Level 2 (Mandatory) This field is used to select the Level 2
sub-division of the organization
Document No. The number of the document where
this process is defined
Version The version of the process document
Date The date of the process document
Description
Formatted description of the process. Only text can be entered here.
For attaching existing process documents, go to find and on the
search grid, select the process record
and click on the “Attach” button on the
toolbar to attach a document.
In – Process / Efficiency measure
Here various in – process / efficiency
measures are defined using the Add button on top of the grid
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Output measure / Effectiveness
measure
Here various output measures / effectiveness measures are defined
using the Add button on top of the grid
SIPOC
A SIPOC table is provided here. Either the Admin or the individual site Process
Owner can enter the necessary
information here as it relates to their process.
Multiple rows can be added in this table using the “+” button on top of the
table.
10.1.5.1 Attaching a Process Document The two screenshots below shows how to attach process documents to a
process.
The first screenshot shows the search grid which lists the processes and the divisions and functions they belong to. On the toolbar is the red “Attach” button.
When this button is clicked it will open a file attach window as shown in the
below screenshot.
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The screenshot below shows the window that comes up when the red “Attach”
button on the toolbar is clicked.
In the file attach window above, the “Choose File” button will allow to browse
and select the process document on the file system. Once a file is selected, a
caption can be given in the “File Caption” field to identify the file.
In the example above, the process documents “EG03-P-02-16.07.2015” and
“EG03-P-02_CO QA.QC R3 (16.7.15)” are attached to the process – “Corporate
QA QC Process”.
The steps to attach a process document are as follows:
1. Go to the EPM / Level 3 Process module
2. Go to the search grid
3. Select a process for which a document needs to be attached 4. Click on the red “Attach” button on the toolbar
5. On the file attach window, using the “Choose File” button, select the
process document from the file system
6. Once a document is selected, give a proper caption to the file in the “File Caption” field
7. Click on the “Save” button to add the document
8. The “View File” link will provide the ability to view the added document 9. If any time now or in future, the document needs to be deleted then
select the document in this window and press the “Delete” button
10.Finally close the file attach window to return to the search grid
10.1.5.2 Retrieving a Process Document
A process document that is attached to a process can be retrieved in two ways:
1. Using the “View File” link in the file attach window as mentioned in the
section above. Once the file is opened for viewing you can save it.
2. The second option is to view them in the reports. This is mentioned in the section 10.2.2.2 below.
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10.1.5.3 In-Process / Efficiency Measures The below screenshot is an example of the Deal Sourcing process with the In-
Process / Efficiency measures defined.
In the in-process measures grid, the following fields / columns are displayed –
The Sr. No.
The Measure Name
The Measure (KPI) Frequency – which is the frequency at which this
measure needs to be updated. Based on this frequency, reminder emails
will be sent out to the users at regular intervals.
The Base Target and the unit in which the target is defined
The small buttons (marked in a grey rectangle in the screenshot above) are used
to add, modify and remove the measures.
The below screenshot shows the window that comes up when the add / modify button for the measures is clicked.
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10.1.5.4 Output / Effectiveness Measures
An example of a process (Deal Sourcing) with the Output / Effectiveness
measures defined.
The columns in the grid are the same as mentioned above in the in-process /
efficiency measures.
The small add / modify / delete buttons perform the same functions as
mentioned above in the in-process / efficiency measures.
10.1.5.5 Deleting a Process
Once a process is used in Level 3 EPM User module that is assigned a process owner and targets for the measures are defined then that process cannot be
deleted. Only a process that is not associated with any site / process owner can
be deleted from the Level 3 Process master.
However de-activation of a process can be done from the Level 3 EPM User
module as explained in the section 10.2.1.3.1 below.
10.2 EPM This module contains sub-modules that provide the following functionality –
Setting up process owners and team members for a process
Setting up measure targets for a process as it pertains to a site location
Various types of EPM Analysis Reports
10.2.1 Level 3 EPM User
This module provides the ability to define the location, owner and team members for a process as well as define the measure targets as it pertains to
the site location.
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Below is a screenshot of the team member grid
The team member grid has the following columns –
Team Member - Name of the team member who are part of maintaining
this process
Level - The following levels are defined –
o 3 Level Up – The third level manager of the process owner
o 2 Level Up – The second level manager of the process owner
o 1 Level Up – The first level manager of the process owner
o 1 Level Down – The first level reporting into the process owner
o 2 Level Down – The second level reporting into the process owner
In the above, only the 1 and 2 Level Down employees will receive the KPI
reminder emails. The Level Up employees will not receive the reminder
emails. E.g. RHEs/ CHPs who need to access the reports on the process performance could be added at the Level Up, so that they do not receive
any e-mails and at the same time check the process performance.
Access – Currently though there is a Yes and No option here, no
functionality is defined and any selection here has no impact on anywhere
within the application.
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10.2.1.1 Level 3 EPM User – Dates The below screenshot shows the dates that are defined in the Level 3 EPM User
form.
1. Implementation Date: This is the date that the application uses to generate the KPI data. So in the above example the implementation date
is 31-Mar-2014. Then the monthly measures will be generated from a
month from that date starting 30-Apr-2014 and the quarterly measures will be generated three months from that date starting 30-June-2014.
2. Review Date: This date is not used by the application. It is provided for
informational purpose only. Process owners can enter the date here when the last review of the process was done.
3. Last Updation Date: This date is not used by the application. It is provided for informational purpose only. Process owners can enter the
date here when this form was last updated.
10.2.1.2 Level 3 EPM User – Active / De-active Process
The Status option provides the ability to make the process active or inactive.
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The original processes cannot be deleted once they have been used at a site / location. Only those processes which are not used at ANY SITE / LOCATION can
be deleted. Once a process is de-activated, it will be de-activated from the
current date and no KPI data will be generated for that process from that date
onwards.
An inactive process can be made active from the Status option.
When processes are made active, make sure that the implementation date is set
to the last date of the previous month from when the processes are to be made
active. So if a process is to be made active from the month of September, then the implementation date should be set to August 30. This will ensure that the
KPI data for the month of September will be generated. The same applies to
revised processes as mentioned below in section 10.2.1.3.
The KPI data from the date the process was made inactive to the date the
process was made active will not be present in the system and will not be
displayed in the reports.
10.2.1.3 Revised Processes
When revising a process, make sure that the older process is made inactive.
The implementation date of the revised process should be set to the last date of the previous month from when the KPI data is to be generated. So if a revised
process is to be made active from the month of September, then the
implementation date should be set to August 30. This will ensure that the KPI data for the month of September will be generated.
10.2.1.4 Level 3 EPM User – Updating Measures
The below screenshot shows the window that comes up when the add / modify
button for the measures is clicked.
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The following are the mandatory fields on this form:
1. Measure Name
2. Base Target
3. Base Line
4. Benchmark 5. Unit
6. Frequency
The Base Target, Base Line and Benchmark for a measure can be modified here
based on the requirements of the project / site location.
10.2.1.5 Active / De-Active Measures
As shown in the screenshot above, there is a status field for the measures. The
measure can made active or de-active from this status field.
Any measure can be deactivated from the status field. An inactive measure can
be made active as well. However during the time period from when the measure has been deactivated to when it is activated again no data for that measure will
be generated.
Please don’t rename any measures as it would break the references
within the application. Instead first add a new measure in the Measure
Master (EPM / Master / Measures). Then in the above add / modify
measure window, change the status of the existing measure to de-active. Finally add the above newly created measure to the process and
make sure that the status of this newly added measure is active.
10.2.1.5.1 Changing Frequency of Measures
If changing any parameters for a measure like the frequency, first please change the status of the measure to de-active. Then add the
same measure and change the required parameters (like frequency).
Then make sure that the status of the added measure is active.
The cut-off date for changing the measures is one day before the last day of the
month as the data gets generated on the last day of the month, so the change
will come into effect from next month onwards. To change from higher to lower frequency effect the change during the month
the lower frequency coincides with the higher one. E.g. To change from Monthly
to Quarterly, change to be effected during April, July, October & January
months; else the change would be out of sync with the Financial Quarters.
10.2.2 EPM Analysis – Level 3
This module provides the functionality for generating various types of analysis
reports.
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As can be seen in the above screenshot, there are various filters available to narrow down the data to the users requirements. The following filters are
available –
1. Location: To select the location / project
2. System: To select the top level function
3. EPM Level 1: To select one of the four Level 1 functions
4. EPM Level 2:To select one of the Level 2 sub-function belonging to Level 1
5. Process: To select one or more Level 3 process, go to the dropdown
and enter “?”, a drop-down list will appear, click on the required process and select by clicking on the Green arrow, where
applicable
6. Measure: To select one or more measures for the Level 3 process
The below screenshot shows the various reports that are available in the system
Some of the important analysis reports are:
Sr. Reports Purpose
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No.
1 Analysis of Graph with Data
This is a combined graphical and tabular
report and one of the most important and widely used report in the system.
This report provides data updates for
measures in a given time period based
on the frequency of updates. The report includes measures data for
achieved vs. target in units and
percentages along with the name of the team member who has updated the
data and the process owner’s name.
The data is color coded in green if the target is met and red if not.
2 Analysis of Graph with Data (BSC Score Card)
This is a report for functional heads where they can define the processes
and measures of interest and generate
report only for them. More on this is described below in the
section 10.4 EPM Process Link.
The layout of the report is similar to the report in 1 above.
3 Graph Analysis Similar to the report 1, except output without the tables
4 Process Data Tracking Summary
– Brief and Detailed
This report provides the KPI data entry compliance in percentages
segregated by functions, locations and
process.
5 Process List
For the processes selected, this report
provides the details of the process
including –
Measure name Unit
Max and Min target
Benchmark Base target
Baseline
Frequency The process document could be
accessed through a link from this
report, if the process document has
been uploaded
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6
i) Category Checklist
ii) EPM KPI Data Checklist iii) Owner List
iv) Process Checklist (Active)
v) Process Checklist (Both)
vi) Process Checklist (Non-Active)
These reports provide the corresponding
masters data.
10.2.2.1 Report Outputs
The reports can be generated in the following formats –
a. Adobe (PDF) b. Crystal Report (RPT)
c. Excel
d. Word
Please note that any report that contains attachments will have to be opened in
Crystal Reports
10.2.2.2 Viewing Process Documents
For viewing process documents, select the “Process List” report and
choose the Crystal Report option. Once the report is opened, there will be a
hyperlink at the end of the report to view the process document.
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10.3 EPM Data
This module is used to enter KPI data for a process.
The above screenshot shows the search grid for the EPM Data module. Here the
processes are listed in ascending date wise manner. Double clicking on a process opens the KPI data entry window.
The above screenshot shows the grid to enter the KPI data for in-process / efficiency measure. The columns provided are –
a. Measure: The measure is listed here
b. Unit: The frequency of entering the data – e.g. Daily, weekly, monthly,
quarterly, half-yearly, yearly.
c. Target: The base target for this measure for this project / site location
The points a, b and c above are automatically picked up from the measures data
entered in the Level 3 EPM User described in section 4.2.1 “Level 3 EPM User”
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d. Data Value: The achieved value for this measure.
e. C1 to C5: Competitor’s values for up to 5 competitors can be set here.
f. Remarks: Remarks related to this measure if any, can be entered.
The above screenshot shows the grid to enter the KPI data for output process /
effectiveness measure.
The columns provided are the same as the ones for the in-process KPIs
described above.
As, the screen shot with the grid does not have the reference of date / time
period of data, the users need to note the time period prior to clicking into this
page.
After updating the data, save it by clicking on the Save button at the top and
return to the EPM Data page by clicking on the Find button at the top OR the
EPM Data.
10.3.1 KPI Reminder Emails As mentioned in section 10.2.1 – “Level 3 EPM User”, the system also sends out
KPI reminder emails for entering the KPI data. The EPM Data form is an
alternate way to enter the KPI data.
The emails are triggered on the 4th and 6th midnight of every month such that
the users receive the emails on the 5th and 7th morning. The email on the 5th is
the first reminder email and the email on the 7th is the escalation email copied to the manager.
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10.4 EPM Process Link
This module is used to customize reports for the functional heads. This report is
called the Functional Dashboard report, also called the Balanced Score Card.
As seen in the below screenshot, SBE Leaders will access this form to select their
processes and measures of interest by clicking on the Green arrow and give it a
name and save them.
10.4.1 Functional Dashboard Report – Balanced Score Card The below screenshot shows the Functional Dashboard report (Business Score
Card) when the functional head logs into the system and goes to the EPM
Analysis – Level 3 module.
As seen in the below screenshot, the below mentioned report in the reports drop
down (marked in the grey rectangle) will provide him with the graphical analysis
with data of his saved measures as defined in the above section.
The name of the report is – “Analysis of Graph with Data (BSC Score Card)”
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11 User Dashboard
The user dashboard screen comes up upon login to the application.
The user dashboard provides access only to the processes he/ she is associated
with i.e. for the sub-group / Level -2. E.g. Employees in the QA-QC function could check the performance of QA-QC Processes across locations.
The below screenshot shows a user dashboard.
12 SBU Dashboard
This SBU dashboard screen comes up upon login to the application. The
dashboard provides the graphical analysis of the measures of various processes
of interest.
A SBU dashboard is available to an admin user. It provides access to all the
processes within the application.
The button to configure the processes in the dashboard is shown in the grey
rectangle in the screenshot below.
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In the above SBU dashboard screenshot, the admin can select the following parameters –
From Date
To Date SBU
Location
Process
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13 Auditing
The below screenshot shows the Audit modules (marked in grey rectangle).
Please note that none of the audit functionality has been implemented and only the screens have been designed.
The premise of the Audit Schedule form shown below is that one or more EPM Process can be added to the schedule and an audit team in the next tab can be
selected to audit the process.
The modules – Auditor Report, Auditee Report are audit reports. The Audit Status shows the closed audits and provides the ability to open one or more
closed audits. None of these modules are implemented.
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14 FAQs for Admin Users
Sr. No.
Questions Steps with References Don’ts
1 How can Employee
Database be
uploaded?
Please see section 9.3
above. The steps are
listed therein.
Please DON’T use any
other template to fill
in the data than the one provided by
Dreamsoft. Also,
follow the format of the individual columns
in the template.
2 How can we create a
new EPM process?
Please see section 10.1.5
above. The steps are listed therein.
3 How can we change
measures?
Please see section
10.2.1.3 above. The steps are listed therein.
The cut-off date for
changing the measures is one day before the last
day of the month as the
data gets generated on the last day of the month,
so the change will come
into effect from next month onwards.
Please DON’T update
any measures as is.
Always de-activate a
measure and then add
the measure again and change the
parameters. The old
measure will be inactive and the new
one will be active.
4 How can we extract
reports?
Please see section 10.2.2
above. The steps are
listed therein.
5 How can we fill the
Data Directly in the
portal, I have not
done so through e-mails
Please see section 10.3
above. The steps are
listed therein.
6 How do we upload &
download the Process
documentation
Upload - Ref. 10.1.5.1
under Level 3 Processes Download – Ref. 10.2.2.1
under EPM Analysis
For Down loading the
Crystal format to be selected only
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15 Revisions
Rev.
No.
Eff
Date Trigger
Change /
Improvement
Process
measure
impacted
Prepared
by
Approved
by
1
2
3
4
5