7/25/2019 Agile 9.3 Basics W_ETR May 2015
1/40
Agile Basics w/Electronic Training
Record (ETR)May 2015
7/25/2019 Agile 9.3 Basics W_ETR May 2015
2/40
2 of 40Agile Basic w/ETR TrainingMay 2015
Agile Basics Course Objectives:
Access/Logging in
Navigating
Conducting earc!es
"iewing #ocu$ents
A%%roving C!anges
&sing t!e Tools
icon
Note: Agile is "entana's roduct Liec*cle +anage$ent(L+) s*ste$, -t is a tool used to $anage all %roduct and.ualit* s*ste$ inor$ation ro$ %roduct conce%t t!roug!design to $anuacturing and retire$ent,
" %rocedures or #esign Control (C01) and #ocu$ent2 #ata Control (C03) de4ne tool usage and t!e varioussu%%orting %rocesses,
5or6 instructions or t!e #C/#CO/##CO wor67ows in Agileare listed under C03,
7/25/2019 Agile 9.3 Basics W_ETR May 2015
3/40
3 of 40Agile Basic w/ETR TrainingMay 2015
Roche IDRoche Password
Accessing Agile
Step 1 Step 2
Step 3
m the Ventana Intranet site home page select the following. . . .
OR- click on the Agile logo in the right-hand side of the page
7/25/2019 Agile 9.3 Basics W_ETR May 2015
4/40
4 of 40Agile Basic w/ETR TrainingMay 2015
+ain toolbar
Navigation %aneAgile noti4cationarea
Agile 8o$e%age Co$%onents
Enter earc! Criteria
7/25/2019 Agile 9.3 Basics W_ETR May 2015
5/40
5 of 40Agile Basic w/ETR TrainingMay 2015
+ain Toolbar -cons
Bac6/9orward
Reres!
earc!O%tions
Tools 2
ettings
8el%
8o$e%age
Create
+*ettings
Reres!
Logout
7/25/2019 Agile 9.3 Basics W_ETR May 2015
6/40
6 of 40Agile Basic w/ETR TrainingMay 2015
Logging out o Agile
Always Use the logout button:
Agile will recogni;e *our session !as ended and save all
wor6
&sing t!e bo? to e?it Agile $a* result in loss o
unsaved wor6
Note: Agile sessions ti$e out auto$aticall* ater
@3 $inutes, T!is is a cor%orate securit*
re.uire$ent,
7/25/2019 Agile 9.3 Basics W_ETR May 2015
7/40
7 of 40Agile Basic w/ETR TrainingMay 2015
8el% +enu Tools
1/17/16
e*board Controls
Clic6 on 8el% -con downarrow
to reveal e*boardControls,
7/25/2019 Agile 9.3 Basics W_ETR May 2015
8/40
8 of 40Agile Basic w/ETR TrainingMay 2015
8el% +enu Tools
1/17/16
uic6 Tours
elect t!e video *ou
would li6e to train on.
7/25/2019 Agile 9.3 Basics W_ETR May 2015
9/40
9 of 40Agile Basic w/ETR TrainingMay 2015
Tas6 ane !ortcuts
, earc!es: containslinks to Saved searchesand Global searches
@, +* Boo6$ar6s(shortcts!" ser createslinks to ob#ects in thes$ste%
, Recentl* "isited(&istor$!" a list ofrecentl$ vie'ed ob#ects
7/25/2019 Agile 9.3 Basics W_ETR May 2015
10/40
10 of 40Agile Basic w/ETR TrainingMay 2015
-cons
art:
#ocu$ent:
8as ending C!anges:
8as Been Redlined:
8as Attac!$ents:
Asse$bl*:
#ocu$ent Tree (BO+):
7/25/2019 Agile 9.3 Basics W_ETR May 2015
11/40
11 of 40Agile Basic w/ETR TrainingMay 2015
Noti4cations
To o%en a noti4cationD clic6 on t!e subject lin6 Noti4cations will also be sent to *our e$ail inbo?
+essages re.uire $anual deletion
7/25/2019 Agile 9.3 Basics W_ETR May 2015
12/40
12 of 40Agile Basic w/ETR TrainingMay 2015
5or67ow Routings (
7/25/2019 Agile 9.3 Basics W_ETR May 2015
13/40
13 of 40Agile Basic w/ETR TrainingMay 2015
+* Assign$ents
Contains a list o assign$ents t!at re.uire action Not being activel* used at t!is ti$e
7/25/2019 Agile 9.3 Basics W_ETR May 2015
14/40
Agile earc!es
7/25/2019 Agile 9.3 Basics W_ETR May 2015
15/40
15 of 40Agile Basic w/ETR TrainingMay 2015
earc!es
uic6D Custo$ and Advanced earc!
earc! objects include all Agile ite$s and attributes:
ualit* #ocu$ents roduct Related #ocu$ents
) * alit$ )anal +, - +.eratin ,rocedres
* ork instrctions ) - )anfactrin ork nstrctions)* or%s ,arts
* or%ats
G - Gidance oc%ents
ualit* Records Business #ocu$ents
, * alit$ ,lans S+,s - &%an esorces (Search sinS+,
* e%.orar$ eviations (scroll throh reslts!
+ * hane +rders +,s - S& acilities :eal inance
7/25/2019 Agile 9.3 Basics W_ETR May 2015
16/40
16 of 40Agile Basic w/ETR TrainingMay 2015
uic6 earc!
uic6 earc!
Button Allows or searc!es using al%!a and nu$eric
c!aractersD %artial and co$%lete wordsD etc,
Te?t $ust contain t!e nu$ber t!at is soug!t or a wordin t!e object's descri%tion (e?a$%le: 30@D trainingD
esdD %robesD is!D sis!D egrD etc,),
T!e word can be an*w!ere wit!in t!e 4eld,
7/25/2019 Agile 9.3 Basics W_ETR May 2015
17/40
17 of 40Agile Basic w/ETR TrainingMay 2015
uic6 earc!
uic6 searc! allows *ou tosearc! across all content
or *ou can 4lter b* s%eci4cobject t*%e,
, elect -te$ @, Enter e* 5ords
, Run uic6 earc!
7/25/2019 Agile 9.3 Basics W_ETR May 2015
18/40
18 of 40Agile Basic w/ETR TrainingMay 2015
uic6 earc!
uic6 earc! using a wildcard(F)
Results
7/25/2019 Agile 9.3 Basics W_ETR May 2015
19/40
19 of 40Agile Basic w/ETR TrainingMay 2015
Custo$ earc!es allow or $ulti%lesearc! criteria
Returns all objects wit! 4elds t!at $atc!t!e conditions o t!e searc!
Custo$ earc!
Custo$ earc!Button
7/25/2019 Agile 9.3 Basics W_ETR May 2015
20/40
20 of 40Agile Basic w/ETR TrainingMay 2015
Custo$ earc!
, elect Custo$ earc!@, Enterearc!
Object T*%e
, Enter ubGT*%e
1, Re4nesearc!
criteria !ere,
7/25/2019 Agile 9.3 Basics W_ETR May 2015
21/40
21 of 40Agile Basic w/ETR TrainingMay 2015
Advanced earc!
1/17/16
, elect Custo$ earc!@, Enter earc! Object
T*%e
, Enter ubGT*%e
1, elect Advancedearc! Button
7/25/2019 Agile 9.3 Basics W_ETR May 2015
22/40
22 of 40Agile Basic w/ETR TrainingMay 2015
Advanced earc!
1/17/16
Ater selecting t!e Advanced ButtonD t!e ollowingwindow a%%ears,
Enter searc!criteria !ere,
elect 9OR+AT to%ersonali;e searc!
7/25/2019 Agile 9.3 Basics W_ETR May 2015
23/40
"iewing #ocu$ents -n Agile
7/25/2019 Agile 9.3 Basics W_ETR May 2015
24/40
24 of 40Agile Basic w/ETR TrainingMay 2015
"iewing Attac!$ent "ersions
Clic6 onAttac!$ents tab toview attac!eddocu$ents,
To view versions, click on !ore" down
arrow# Then, click on $iew $ersions#"
7/25/2019 Agile 9.3 Basics W_ETR May 2015
25/40
25 of 40Agile Basic w/ETR TrainingMay 2015
"iewing Attac!$ents
Clic6 on 4lena$e to viewdocu$ent using AgileAuto"ue "iewer,
elect row and
t!en "iewbutton to "iewdocu$ent
7/25/2019 Agile 9.3 Basics W_ETR May 2015
26/40
26 of 40Agile Basic w/ETR TrainingMay 2015
Agile Auto"ue #ocu$ent "iewer
Agile Auto"ue will o%en and dis%la* t!e docu$ent,
Hou can R-NTD but cannot A"E or A"E A t!e docu$ent;
7/25/2019 Agile 9.3 Basics W_ETR May 2015
27/40
27 of 40Agile Basic w/ETR TrainingMay 2015
IET or OEN Attac!$ents
1/17/16
elect rowD t!enselect IET or O%en
button,
7/25/2019 Agile 9.3 Basics W_ETR May 2015
28/40
28 of 40Agile Basic w/ETR TrainingMay 2015
IET or OEN Attac!$ents
1/17/16
5!en *ou IET or OEN attac!$entsD t!e ite$ o%ens
using its NAT-"E AL-CAT-ONJ
7/25/2019 Agile 9.3 Basics W_ETR May 2015
29/40
29 of 40Agile Basic w/ETR TrainingMay 2015
IET or OEN Attac!$ents
1/17/16
%o& can 'DIT, SA$', SA$' AS, A(D )RI(T*
7/25/2019 Agile 9.3 Basics W_ETR May 2015
30/40
A%%roving and Rejecting C!anges
7/25/2019 Agile 9.3 Basics W_ETR May 2015
31/40
31 of 40Agile Basic w/ETR TrainingMay 2015
A%%roving C!ange Orders
(C0=====) is an electronic #ocu$ent C!ange or #esign
C!ange Order,
O%en and review t!e aKected ite$s on t!e c!ange order,
Hou can add additional redlines to t!e docu$entsD i
desired,
A%%rove or Reject c!ange (enter co$$ent i rejecting),
7/25/2019 Agile 9.3 Basics W_ETR May 2015
32/40
32 of 40Agile Basic w/ETR TrainingMay 2015
C!ange Order A%%rovers
O%en and Reviewall tabs and attac!$ents be aware t!at
Agile
6ee%s a detailed !istor* o activit* or t!e c!ange orderD
including getting attac!$entsD viewing and %rinting,
ReviewAll tabs and attachments:
7/25/2019 Agile 9.3 Basics W_ETR May 2015
33/40
33 of 40Agile Basic w/ETR TrainingMay 2015
A%%roving a C!ange Order
Select A!"V# tab located on co$er page of
change order:
Enter Your Roce Password !ere
Enter *our Roc!e asswo
elect A%%rove to 4nali;e *our a%%roval
7/25/2019 Agile 9.3 Basics W_ETR May 2015
34/40
34 of 40Agile Basic w/ETR TrainingMay 20151/17/16
To Reject
#O NOT REMECTuntil *ou !avecontacted t!eOriginator orC!ange %onsor todiscuss *our
concerns#
i concerns
cannot beresolvedD enterco++ent with
reason for reecting#
lect !#%#&' tab located on co$er page of change order:
Enter Your Roce Password !ere
7/25/2019 Agile 9.3 Basics W_ETR May 2015
35/40
&sing t!e Tools -con
7/25/2019 Agile 9.3 Basics W_ETR May 2015
36/40
36 of 40Agile Basic w/ETR TrainingMay 20151/17/16
Tools -con +* ettings
T!ere are $an* o%tions under +H ETT-NI
including: TRAN9ER A&T8OR-TH to anot!er user w!en *ou
are out o t!e oce,
BOO+ARD &BCR-BED view &ER IRO&D etc,
elect +* ettings -con
7/25/2019 Agile 9.3 Basics W_ETR May 2015
37/40
37 of 40Agile Basic w/ETR TrainingMay 2015
Tools -con Transer Aut!orit*
Note: et to G *ste$ deaults to w!ic! does not transer c!angeorders,
elect A## button tocreate TranserAut!orit*,
After selecting ( S#''I*+S icon, select '!A*SF#! AU'-"!I'
7/25/2019 Agile 9.3 Basics W_ETR May 2015
38/40
38 of 40Agile Basic w/ETR TrainingMay 2015
ubscri%tions and/or Boo6$ar6s
, Clic6 on t!eACT-ON button andc!oose t!e selection*ou %reer,
2# %o& can OO.!AR. or
S/S0RI' to an ite+ in
Agile#
i il l i
7/25/2019 Agile 9.3 Basics W_ETR May 2015
39/40
39 of 40Agile Basic w/ETR TrainingMay 2015
Accessing Hour Agile ElectronicTrainingRecord (ETR)Login to Agile t!en:
Clic6 on t!e Tools and ettings icon
Clic6 on +* Training
ETR 5indow a%%ears as6ing or logincredentials;
Note: Hou can also login to t!e ETR via t!e Agileintranet %age,
7/25/2019 Agile 9.3 Basics W_ETR May 2015
40/40
40 f 40A il B i /ETR T i iM 2015
T!an6 *ou or co$%leting AgileBasicsJ
-t is best to read and co$%lete t!e Electronic ignature 9or$
(9+0@00G00) %rior to using t!e ETR t!e 4rst ti$e,
&se t!e Agile test environ$ent to %ractice, "isit t!e Agile
Education Center or s*ste$ inor$ationD !el%ul