iInterchange Systems Private Limited Repair Company Quick Guide For VERSION NUMBER : 1.1 VERSION DATE : 24 th January 2013 Approval of the User Manual indicates an understanding of the purpose and content described in this deliverable. Resource Name Type of Activity (Draft/Review/Approval) Activity Date Arun Mohan Draft Creation 4 th October 2012 BERNIERE Daniel Draft Review 16 th October 2012 Arun Mohan Draft Update 16 th October 2012 BERNIERE Daniel Approval 16 th October 2012 Arun Mohan New Changes Update 24 th January 2013
Transcript
i Interchange Systems Private Limited
Repair Company Quick Guide For
VERSION NUMBER : 1.1
VERSION DATE : 24th January 2013
Approval of the User Manual indicates an understanding of the purpose and content described in this deliverable.
Resource Name Type of Activity (Draft/Review/Approval) Activity Date
Arun Mohan Draft Creation 4th October 2012
BERNIERE Daniel Draft Review 16th October 2012
Arun Mohan Draft Update 16th October 2012
BERNIERE Daniel Approval 16th October 2012
Arun Mohan New Changes Update 24th January 2013
Repair Company Quick Guide
TABLE OF CONTENTS1 Know your iMARS.............................................................................- 3 -
9 Invoice Generation and Confirmation..............................................- 14 -
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Repair Company Quick Guide
1 Know your iMARSSTARTING IMARS
1. Select File -> New Session in Internet Explorer and type the URL and press the Enter key.
2. Type in User Name and Password in the Login Screen
Figure 1: Typing the iMARS URL
ICONS
Commonly used options are puts as icons and are available at the top right corner of the application.
S. No Icons Description Purpose
1 Download Shortcut Allows user to save the URL of the application to desktop as Shortcut.
2 Equipment Search Allows the user to search for an Equipment in the application
3 Go to Dashboard Loads the Dashboard page without refreshing the Dashboard Contents
4 Go to Home Loads the Home Page and also refreshes the dashboard contents and displays the News Centre.
5 Logout Log the user out of iMARS
6 Refresh Dashboard Refreshes the Dashboard content based on the status grid (Pending or Show all) selected
7 Maximize Hides the Tree Structure and Maximizes the Dashboard Grid
FIELD NAVIGATION
To move forward through fields, press either the Enter or the Tab key. To move backward through fields, press the Shift + Tab key combination. To move directly to
a field mouse can be used.
Page 3
Repair Company Quick GuideNote: ‘Users are not created in iMARS’.
GETTING HELP
S. No Field Type How it will be displayed in iMARS Field Display
1 Entry Field Field will be highlighted in Yellow Background.
2 Non Entry Field Field will be highlighted in Grey Background.
3 Help Tip Message Purple background and will be visible at bottom right corner
4 Warning Message Yellow background and will be visible at bottom left corner
5 Error Message Red background and will be visible at bottom left corner and * will be displayed next to field.
6 Information Message Green background and will be visible at bottom left corner
SAVE CHANGES POP-UP
Whenever records are edited and without saving or submitting the user tries to move to the next page or activity, a confirmation window will be displayed to user for
confirmation of action.
Figure 2: Save Changes Pop-up
Click the Yes button to save the changes. Click the No button to ignore the changes.
SUBMIT ACTIONS
S. No Button Purpose
1 Submit & Go to Dashboard Record will be saved and the Dashboard Page will be loaded.
2 Submit Record will be saved and will remain in the same page
3 Submit & New Record will be saved and New Page will be loaded
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Repair Company Quick Guide4 Submit & Next Record will be saved and Next Record will be displayed
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Repair Company Quick Guide
2 Login Information
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Repair Company Quick GuideScreen 1: Application Screen
Step 1: Open Internet Explorer Browser and type in the URL in address bar or double
click the iMARS shortcut icon. Once the Sign In Page is loaded, Click the External Login Service link
Screen 2: Sign In
Step 2: Type in User Name and Password in the Login Screen and click the Sign In button
Step 3: Terms and Conditions Page will be loaded for the first time.
Screen 3: Terms and Condition
Step 4: Select the option ‘I agree to the terms and conditions and read the conditions
carefully.’ and click on Submit button
Step 5: If Cancel button is clicked, the application window will be closed
Screen 4: After Login into iMARS
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Repair Company Quick Guide
3 Know your DashboardScreen 1: Dashboard
Step 1: Click the icon or Expand link to Expand the Tree Structure
Step 2: Click the icon or Collapse All link to Collapse the Tree Structure
Step 3: Click the Refresh link to Refresh the Tree Structure
Screen 2: My Pending
Step 4: Click the My Pending Tab to load the RC Pending Status Grid
Note: Count will be displayed as Total / Unread. ‘Total’ - Total Estimates awaiting RC
action; ‘Unread’ – Total Estimates yet to be seen by RC
For e.g. from the Screen 2 let us consider the status ‘Awaiting Repair Complete’ and
Pool “CNNGBDNGB” where the count is displayed as 15 / 12, A total of 15 estimates
are pending for repair out of which 12 estimates are yet to be viewed by RC.
Screen 3: Show All
Step 5: Click the Show All Tab to load the RC Show All Status Grid
Note: Count will be displayed as Total / Unread. ‘Total’ - Total Estimates awaiting RC
or AO/RO/HO action; ‘Unread’ – Total Estimates yet to be seen by RC or AO/RO/HO
action.
Screen 4: Filters and Quick Links
Step 6: Select Estimate Type or Equipment Type or Both to Filter the Status Grid.
Page 8
Repair Company Quick GuideScreen 5: Awaiting Estimate List
Step 8: Click 'Awaiting Invoice' Quick link
Screen 6: Awaiting Invoice List
Step 9: Click 'View Unbilled Estimates' link to view the unbilled transactions.
Step 10: Click the Icon to go back to Dashboard Page
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Repair Company Quick Guide
4 Create Estimate / Draft EstimateClick the Estimate from main menu or click the Awaiting Estimates Quick Link
Screen 1: Input Estimate
Step 1: Input Estimate HeaderStep 2: Input Estimate Line Detail
Step 3: Click to Save an Estimate Line
Screen 2: View Saved Estimate Line
Step 4: View Saved Line
Screen 3: Create Estimate
Step 5: Select the action and click the Submit button to Create Estimate / Draft Estimate
Screen 4: Created Estimate
Note: To view the Outputs click the Estimate Outputs Button
Action Action Description
Create EstimateEstimate will be created and will be pending for MnR Decision or Awaiting Repair Completion (Auto Approval) or Pre Repair Survey (Auto Survey)
Draft Estimate Draft Estimate will be created and will be displayed in My Drafts.
Step 6: Add Line: Input an Estimate Line Detail and Click the link.
Step 7: Edit Line: Select a line and make changes to the Line and Click the link
Step 8: Delete Line: Select the Line from the Detail View and Click the link.
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Repair Company Quick Guide
5 Some Other Actions while Creating an Estimate / Draft EstimateScreen 1: Line Detail View with Description
Step 1: Click the link, to view the Estimate Lines in Compact Mode
Step 2: Click the View Tariff Link to view the Actual Tariff for the Line..
Screen 2: View Tariff
Note: Favourite Lines can be viewed by clicking the View Favourites and the entire
Tariff can be viewed by clicking the Show All Tariff link.
Step 3: Click the icon to close the Tariff Window.
Screen 3: Adding a New Custom Line
Screen 4: Saving Custom Line
Step 4: Type in the Description and click the Save button
Step 5: Click the link, to view the saved custom Lines
Step 6: Select the Custom Line and click the Delete link
Screen 5: Adding an Attachment
Step 7: Click the link to add attachments. (0/0) indicates Total Number of
Attachments / Number of Attachments Unread.
Step 8: Click the Add File link, to attach the document.
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Repair Company Quick Guide
Step 3: Input the line details and click the link.
Screen 6: Attaching Documents
Step 9: Type in the Description and select the Reference to which the file to be
attached and click the Attach button.
Screen 7: Viewing added Documents
Step 10: Added attachments can be viewed in View Attachments. Filtering is
possible. Attachments can be removed by clicking the Remove link.
Screen 8: Adding Notes
Step 11: Click the link to add notes. (0/0) indicates Total Number of Notes /
Number of Notes Unread.
Step 12: Type in the Notes and Select the Reference and click the Post button and the
posted notes will be displayed in View Notes.Step 13: Notes can be removed by clicking the Remove link.
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Repair Company Quick Guide
6 Send InputScreen 1: Selecting a Record from Awaiting Input Step 3: Record will be loaded as Awaiting Repair Company Input. Attachments, Notes
or Reply to Questions can be done while sending input.
Screen 3: Selecting the Action from Action Pane
Step 4: Select the action, Send Input.Step 5: Once the action is selected, click the Submit button.
Action Action Description
Send Input Requested input will be provided to the MnR.
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Repair Company Quick Guide
Step 1: Select the Awaiting Input Count from the My Pending Status Grid.
Step 2: Select the Equipment from the Awaiting Input Estimate List.
Screen 2: Record loaded from Awaiting Input
Note: Estimates can be copied using Tools -> Copy Estimate. Estimates can be printed,
viewed or exported using Tools -> Estimate Outputs
7 Revise EstimatePage 14
Repair Company Quick Guide
Screen 1: Selecting a Record from Awaiting Revision
Step 1: Select the Awaiting Revision Count from the My Pending Status Grid.
Step 2: Select the Equipment from the Awaiting Revision List.
Screen 2: Record loaded from Awaiting Revision
Step 3: Record selected will be loaded as Awaiting Estimate Revision. Estimate Lines
can be added, deleted or modified and will be available for MnR Decision.
Screen 3: Selecting the Action from Action Pane
Step 4: Select the action, Revision Complete.
Step 5: Once the action is selected, click the Submit button.
Action Action Description
Revision CompleteRevision No will be incremented by 1 and will be pending for MnR Decision or Repair Complete (Auto Approval) or Pre Repair Survey (Auto Survey)
Note: Estimates can be copied using Tools -> Copy Estimate. Estimates can be printed,
viewed or exported using Tools -> Estimate Outputs
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Repair Company Quick Guide
8 Repair CompletionScreen 1: Selecting a Record from Repair Completion
Step 1: Select the Awaiting Repair Complete Count from the My Pending Status
Grid.
Step 2: Select the Equipment from the Awaiting Repair Complete Estimate List.
Screen 2: Record loaded from Awaiting Repair Complete
Step 3: Record selected will be loaded as Awaiting Repair Complete. Estimate Lines can
be added, deleted or modified
Screen 3: Selecting the Action from Action Pane
Step 4: Select the action, Update Estimate or Repair Complete.
Step 5: Once the action is selected, click the Submit button.
Action Action Description
Update EstimateRevision No will be incremented by 1 and will be pending for MnR Decision or Repair Complete (Auto Approval) or Pre Repair Survey (Auto Survey)
Repair Complete Repair will be completed and will be displayed in Unbilled Transactions as well as in Repaired Estimates.
Note: Estimates can be copied using Tools -> Copy Estimate. Estimates can be printed,
viewed or exported using Tools -> Estimate Outputs
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Repair Company Quick Guide
9 Invoice Generation and ConfirmationScreen 1: Loading the Invoice Generation Page
Step 1: Select Invoice -> Generate Invoice and select the checkbox
Step 2: Unbilled Transaction can be viewed by clicking the View Unbilled Transactions.Step 3: Once the checkbox is selected, click the Submit button.
Step 4: Select Invoice -> Invoice to load the Invoice Page.
Screen 2: Loading the Invoice Page
Step 5: Select the Record in Draft Status.
Step 6: To view the Invoice, click the View Invoice link
Step 7: Invoice No can be changed by click the Invoice No field to input the Actual
Invoice Number from the Vendor
Step 8: To generate final invoice, click the Generate Final Invoice link and confirmation
window will be displayed. When ‘Yes’ is pressed the Invoice will be finalized. When ‘No’ is
pressed the Invoice will remain in Draft Status.
Warning: Final invoice cannot be cancelled. Therefore it is highly recommended to produce drafts first and until RC is 100% sure that all is in order for a final version
