PART I

SHEM Tracking

IR SHEM Management Tracking system having following key features.

. Integrated and Part of ENJAZ.

. Having all features of ENJAZ.

. Separate Record for SHEM entries.

. Consist of workflow meeting the SHEM requirements.

. Having Task Admin, User and verifier Dashboards.

. Having own Workflows

Features

SHEM Task workflow

Initiator

No

Email Notification

For Task Not

completed

YES

Completed

Responsible

Task Open

Status

Verifier Task Re-Open

Completed

Task Re-Open

Justification

Email Notification

For completed

ADMIN Dashboard

INTEGRATED Admin dashboard

Administrative tab options

INTEGRATED Admin dashboard The new admin dashboard having following key features.

.Common workspace for ENJAZ, SHEM and My Task.

. Single click access to all Solutions.

. Separate Records for SHEM and Enjaz.

. All features of ENJAZ

SHEM Admin dashboard

Administrative options area

Task OPTIONS

View, Edit & Delete options

New recorded

This form is provided for new

record with attachment facility

New recorded

SHEM Element & Sub Element

Attachment form

Attachment of any document

Export to excel

Verifier Dashboard

Verifier Task Notification

Verifier DASHBOARD

Task Verifier Dashboard

Verifier EIDT FORM

Task Verifier Action Form

Responsible Dashboard

Responsible Task Notification

Responsible DASHBOARD

User Task Dashboard

Responsible Task Submission

Task Edit form for Users

PART II

EJAZA Action Tracking

Agenda

1. How to User Section.

2. How to Admin Section.

3. How to Application Features.

ADMIN Section HOW TO

Task Approval workflow

Email Notification

Completion with status

change to completed on

system

Initiated

No

Email Notification

For Task Not

completed

YES

Completed

Task Re-Open

Status

Task Status

Update Justification

Task Open

Status

Admin dashboard

An overview

of Admin

Section

The admin section offer following features. A1 In this section, sorting filtering, grouping, new task and personal task options are provide. A2 Status indictor reflecting current status. A3 Edit, delete and view task options. A4 Current user information. A5 Export to excel and attachment options.

A1

A2

A3

A4

A5

NEW Record inline facility

The new record section form is provided to offer following features. A1 All admin links. A2 People picker with required filed message. A3 Task status field. A4 Task details. A5 Task submission.

A1

A2

A3

A4 A5

NEW Record Attachment facility

The new record form is also available with attachment features. A1 Link on admin section. A2 Where to attach. A3 Attach & Submit. A4 Task submission with attachment.

A1

A2

A3

A4

Task Edit and delete

Admin can edit and

delete the assigned task

at any level.

A1 Edit, delete and view

button.

A2 Save the record after

fish edit or cancel edit.

A1

A2

Export to excel

Admin can export the application

data into excel for any other

purpose.

A1 Admin provided a button for excel

export .

A2 System will popup a dialog, admin

can save it at any desirable location.

A1

A2

User Section HOW TO

Task Assignment

User will received a task

email notification

including the link for task.

A1 Task assignment email

also includes task details

link, when user click on

the link then he

redirected to task

submission form is

A1

User DASHBOARD

A1

A2

User have an option on IR portal

to view all task details.

A1 A quick link is provided on IR

portal, where is can view all

assigned task.

A2 A quick look of user

dashboard.

A3 Link for each task to redirect

to task submit form. If user lost

task notification email, then he

can find the task link from here.

A3

An overview

of user

dashboard

USER Submit task Form

Users can submit by using

following form, user also having

attachment facility.

A1 User can attached any file using

this option.

A2 Task input required from user.

User must select yes before

submitting any task.

A3 Task submission button.

A1

A2

A3

Application Features HOW TO

Task Reminder

User will be notified by a

reminder email if task is

greater than week period. He

will receive following email

notification.

Task overdue

If user will not submit the

task with in target date then

status of task will

automatically change to

overdue and following email

will be escalated to both

user and task administrator.

Task submission

Once user will submit the

task, admin will be

notified by following

email. This will

automatically change the

status of task to

complete.

Task Re-opening

Admin can re-open any

submitted task if he is

not satisfied with

outcome of submitted

task. Following email

notification will be

sent to user if task is

re-open by admin.

In-complete task.

A task will be consider as

in-complete if the value

for task completed is

submitted “No”. Admin

will received following

email notification, he may

take further action

depending on justification

given in outcome section.

A1 If selected No from

User Task submit form .

A1

Grouping Features

Admin is having

grouping feature of the

application. Grouping

can done by using any

column e.g. status,

responsible etc.

Filter Features

Filtering is very power

feature of application.

Admin can filter the data

by using various option

e.g. Meeting name,

status, assigned date etc.

Sorting features

For admin sorting is

also available in the

application. Admin can

sort by using different

sorting options e.g.

Status, target date etc.

Task closed by Verifier

Task closed by Responsible

Task Reminder

Task OVERDUE

Thanks for your time