NotoWare Support: Resource Display

Resources
- Assigning Process Administrator

Assigning Process Administrator

SUP-NTW-SYS TSK 000011 01

Release Date: 9/27/2018 11:36 AM

Business Process: NotoWare
Group: NotoWare Admin

Purpose:

Assign a process administrator to a process

Scope:

NotoWare Administrator assigns process administrators to new processes.
Process administrators are assigned to new processes.
Process administrators are required to start process documentation
A single or small number of administrators are assigned during a task

1 Prepare List of Process Administrators

Follow a plan on determining who should be administrators for the process

Process administrator functionality can be managed by just a few employees.

The list of new administrators will need to have the following user information:
- User Last Name
- User First Name
- User Email
Use this information to identify the users.

Last revision: 9/27/2018

2 Select Process Administrator

	Software: NotoWare Application
	Screens: Add Process Administrators
	Path: Features >NotoWare Administration >Process Grid > Admins

Software: NotoWare Application

Screens: Add Process Administrators

Path: Features >NotoWare Administration >Process Grid > Admins

The Process Administrator screen is for adding or removing users from the process administrator role.

Users are added or removed using a drag drop action

Field name/Feature	Description
User selection options	Determining the users displayed in selection list can be control using the following options: Selecting an alphabet letter to select users whose last names start with the letter Choosing a field ,search option and text value to list users that meet the field and search options. The search button will display the users that meet the criteria. Users in document roles button to display users with assignments in the role.
Add New User button	Displays screen to add user
User Selection List	Display users not already in role
User Assigned List	List users in role. Users are added to role by dragging user(s) from selection list to "Assignments" area. Users are removed from role by dragging user(s) from assigned list to "Drag Users to remove assignments" area

Find the administrator users and move them to the assigned user list.

Use select user options to find the administrator user
Drag the user from the left select user list move them to the right assigned user list.

If the user is not in NotoWare follow the add new user branch to add the user

Branches:
A Add New User

Last revision: 9/27/2018

3 Review Assignments

Review the assigned list to confirm that the users are assigned.

Last revision: 9/27/2018

4 Notify Users about Assignments

Email users to inform them of the administrator assignment.
Inform the users that they will get notices to review NotoWare administrator task instructions

Last revision: 9/27/2018

Last Section

2.A Add New User

Explanation/Purpose
of Branch:

Instructions for adding new users

Last revision: 9/27/2018

2.A .1 Enter User Information

	Software: NotoWare Application
	Screens: Create User
	Path: Features >NotoWare Administration> Manage Users Accounts

Software: NotoWare Application

Screens: Create User

Path: Features >NotoWare Administration> Manage Users Accounts

The Create User screen is for creating and editing user accounts

Field name/Feature	Description
User Name	User name is the login id for NotoWare access
Email	Email for user
PassWord	Password for login
Confirm Password	Confirm Password for login
(Account information section)	Account Access information Is locked out: Checked if user is locked out for bad password attempts. Is Approved: Checked if user is an approved /active user Registered: Date/time user was added to NotoWare Last Login: Last login for user Last Activity: Last activity for user Online Now: Indicator if user is currently logged in
(User fields section)	User fields configured for NotoWare
Save User/Cancel	Save changes or cancel changes

Enter Username
Enter email for the user
Enter passwords for the user
Enter the remaining user profile fields.
Select the Add User to Role? checkbox to automatically assign user to role.
Select Save

Go To Section
Select Process Administrator

Last revision: 9/27/2018

Last Branch Section

Field name/Feature	Description
Outline Control	The outline control is located on the left-hand side and is used to navigate to document content. The outline control lists both the document titles and the sections within the document (see below). Note: the "Display Process/Group Information" option will further organize the documents in the outline by process and group. Click on the box to see this information. That outline may contain multiple documents for the following reasons: Custom list: the outline enables users to navigate between the documents on their custom list. Related documents: users can identify reference documents in their document sections. When the primary document is open, the reference documents are added to the outline as related documents and can be quickly navigated to for review. Project documents: the list of documents that are being created or modified in a project will be listed in the outline for the project.
Document Content	The document content is located in the center of the document display screen and lists the document details. The document content consists of four main components: Title Header Sections Branches
Title	The Title area displays following information: Document title. Document type icon . The "Business Process' and "Group" information for the document. The document id. The id consists of: The prefixes for department - process - group The prefix for the document type Numeric document id Document revision The release date for the document
Header	The header content area is optional and contains additional information for the document i.e. Purpose and Scope. The header contents will vary and are based upon the template configuration for that specific document type.
Sections	The sections of the document will contain the bulk of the information for the document. The section types, formatting and number of sections will vary and are based upon the template configuration for the document type. The sections also display the revision date for the section. User Interface display: if the section is associated with a user interface, then the interface name, application and path location for the interface is also displayed. Reference Document display: if the section is associated with a reference document or documents, then the list of documents will be displayed within the section.
Branches	Branches are optional sections used primarily in instructional documents. They allow the user to branch off of the typical path of instructions to address an exception or atypical work scenario. Branches are separated from the rest of the document instructions and do not interfere with the typical path of instructions. The branch area has a header section used to describe the purpose of the branch and sections that are similar to document sections. At the end of the branch, the user can return back to a document section.
Document Options Menu	The document options menu provides access to functions for the open document: The menu provide options to the following functions: Print Page: open a new browser page with the contents of the document that can be printed. Show Interface Items: displays interface information associated with the document sections. List Interface Items: displays a list of the interface items associated with the document section. User Team: displays the users who are assigned to the document. Modify: menu item only visible for users assigned as authors or approvers for the document. The menu option will create a project to modify the document. Create Issue: menu item only appears if the document process has assigned a support team to address issues. The menu option will create a new issue for recording the issue concerning the document. Associated Documents: displays a list of documents that uses this document as a reference. Revisions: provides a list of the document revisions and allows the user to view the modifications for each revision.