Time Tracker 28th March 2013 Ramco Aviation Solution Version 5.7.6 Enhancement Notification Chrysalis & General Improvements Enhancement Notification © Copyright 2015, Ramco Systems Ltd. www. ramco. com Ramco Aviation Solution DISCLAIMER © 2015 Ramco Systems Ltd. All rights reserved. All trademarks acknowledged. This document is published by Ramco Systems Ltd. without any warranty. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose without the written permission of Ramco Systems Limited. Improvements and changes to this text necessitated by typographical errors, inaccuracies of current information or improvements to software programs and/ or equipment, may be made by Ramco Systems Limited, at any time and without notice. Such changes will, however, be incorporated into new editions of this document. Any hard copies of this document are to be regarded as temporary reference copies only. The documentation has been provided for the entire Aviation solution, although only a part of the entire solution may be deployed at the customer site, in accordance with the license agreement between the customer and Ramco Systems Limited. Therefore, the documentation made available to the customer may refer to features that are not present in the solution purchased / deployed at the customer site. TABLE OF CONTENTS IMPLEMENTER / USER PERSONALIZATION....................................................................................................... 4 ABILITY TO PERSONALIZE SCREENS IN RAMCO AVIATION ............................................................................................... 4 Background..................................................................................................................... ......................................... 4 Change Details ............................................................................................................................... ......................... 4 W H A T ’ S N E W I N W O R K F L O W M A N A G E M E N T ? ............................................................................................... 7 A B I L I T Y T O S E T U P A N D M A I N T A I N W O R K F L O W U S I N G V I S U A L W O R K F L O W S C R E E N ....................................................... 7 Background..................................................................................................................... ......................................... 7 Change Details ............................................................................................................................... ......................... 7 WHAT’S NEW IN COLLABORATE?................................................................................................................... ..... 9 ABILITY TO SHARE LINKED DOCUMENTS USING COLLABORATE ....................................................................................... 9 Background..................................................................................................................... ......................................... 9 Change Details ............................................................................................................................... ....................... 10 Enhancement Notification IMPLEMENTER / USER PERSONALIZATION Ability to Personalize screens in Ramco Aviation Reference: AHBF- 7908 Background The expectation from any ERP product is the ability to customize so as to suit an organization. The expectation varies from the product offering. The terminology also changes from organization to another. So a product directly cannot be used by any organization without changes. However, customizations in existing product involve time, cost and effort. With the introduction of this new feature, Ramco Aviation Solution will offer simple customizations to be performed easier and more efficiently. The Customizations range from modifying the captions to hiding controls, sections etc. Change Details Product personalization can be classified into two broad categories namely • Implementer Personalization • User Personalization Implementer Personalization In personalization, needs to be displayed for all the users can be specified here. Personalization can be used to hide, disable or modify the caption of a control, section, tab, buttons and links. With the help of personalization, the controls in the application can be modified as per the organization’s needs. So if there is a control which is not required, it can be hidden to avoid confusion among the users. Implementer personalization comes handy for modifying controls and making controls mandatory, which are not set as mandatory in the product. There is a provision to display error, if no value is entered in such controls. UI Elements Visible / Invisible Enable / Disable Caption Change Header Controls    Multiline Columns    Tabs    Sections    Buttons & Links    Page 4 of 17 Enhancement Notification User Personalization As the name suggests, it is for users to personalize the screens as per their wish. However changes made in User Personalization will be displayed only for the specific users. User does not have all personalization options as the implementer. User can personalize the caption of a control, section, tab or buttons and links. It is also possible to hide the columns in the multiline. Implementer / User Personalization can be launched from the screen which needs to be personalized. Based on the kind of access provided, personalization icon will be launched. On clicking the Personalize button, the screen will have icons for all controls, sections, tabs and buttons which can be used to personalize. On clicking in the icon on the control, section, tab or button, the features can be modified. • Save: Saves the requested personalization. • Cancel: Cancels the requested personalization. • Clear: Clears all personalization performed on the screen. Exhibit 1: Identifies the Personalization icon in the application UI Elements Visible / Invisible Enable / Disable Caption Change Header Controls × ×  Multiline Columns  ×  Tabs × ×  Sections × ×  Buttons & Links × ×  Icon to launch personalization Page 5 of 17 Enhancement Notification Exhibit 2: Identifies the Personalization’s available in the application  Note: The following issues are limitations and will not work. 1. Implementer / User personalization is not supported / recommended in specialized screens like AME, AP HUB, SWO, Time Tracker, Engineering order, Plan Aircraft Maintenance. 2. In Implementer / User Personalization mode, controls in the screens will not have a neat alignment if the screen / section is packed with many fields. Implementer level personalization capability of hiding fields is also not recommended for screens which already have a data driven logic for hiding/ displaying fields or sections or tabs The screens will however look normal in regular Application mode. Icon to personalize Personalize pop up Task on which error needs to be thrown Save, clear or cancel personalization Page 6 of 17 Enhancement Notification W H A T ’ S N E W I N W O R K F L O W M A N A G E M E N T ? A b i l i t y t o S e t u p a n d m a i n t a i n W o r k f l o w u s i n g V i s u a l W o r k f l o w s c r e e n Reference: AHBF- 14713 Background Organizations across the globe have many application systems running at their site, to fulfill their business needs. In order to ease their work and to establish effective communication across the people of the organization and the people who are all involved in the business process, it is necessary to have a powerful application in place to configure at site to manage the flow of documents. If no configuration is set at site, a default setup will be referred to manage the flow. By using the new feature, it is possible to setup workflow information easily and maintain it easily. Change Details The “ Define Workflow Setup” activity allows you to define the multiple paths for authorization and specify the notification for all the tasks. Each path can have multiple steps and the steps are identified as states. The user can either opt to define direct paths or paths based on process rules. You can view a workflow graph with intermediate states and paths and authorization details. Based on the workflow, the system displays the authorization levels like pending with supervisor, pending with HR and so on. You define a set of users grouped under a profile name. Through this activity you can define a message. The workflow configuration users can login and fetch tasks and can edit the message body of already attached messages. Such messages will be sent to the actor/ users when individuals initiate a task. On evaluation of process rules, the routing of the document towards completion is decided. Through this activity you can define the priority of the rule for evaluation if more than one path- rule combination is attached to a task. The rules will be evaluated based on the rule priority, the path will be selected and document will be routed to the authorization process set in that path. . Page 7 of 17 Enhancement Notification Exhibit 1: Identifies the new screen “ Define Workflow Setup” Features of Visual Work Flow  Quick Setup • Enables easier setting up of simple workflow definitions. • Supports both Workflow and Notification messages  Complete Setup • Enables setting up of complex Workflow Setup • Ability to define rules for selection of Workflow path New screen added View Workflow paths Quick Setup Page 8 of 17 Enhancement Notification WHAT’S NEW IN COLLABORATE? Ability to share linked documents using Collaborate Reference: AHBF- 15190 Background Any knowledge based enterprise in order to function seamlessly, requires a robust and nimble tool to publish, review and share information. Employees either in small enterprises or large enterprises prefer a secure platform to collaborate with stakeholders across the organization. Likewise, in Aviation industry too, there is always a need for employees in various departments like Purchase, Finance, Stores and Shop and so on, to discuss and share information with respect to a document. This helps the organization to increase responsiveness and improves the turnaround time throughout the enterprise. Document linked discussions facilitates users to share the required information with other users who are connected to the related documents in that value chain. For example, the commercial clerk may want to send a note to the shipping clerk and the mechanic that the crates received along with the customer unserviceable unit should be shipped back to customer along with the part. Since this is a job- specific information, the same can be added as part of the Customer Order which can be viewed by the mechanic from Shop Work Order screen and by the shipping clerk while recording the shipping note relating to that specific job. Thus a new document- linked discussion tool coupled with notes capability called as Collaborate is added in the Ramco Aviation Suite to enable discussion and sharing of information across logically linked documents and entities. Organizations currently use conventional methods of communication like e- mails, memos, telephones, fax and so on, where traceability and security are a major issue. The Collaborate feature addresses this gap by acting as a tool to collaborate, network and drive decisions. In today’s world where social networks are tightly woven into the fabric of employees’ daily lives, The Collaborate feature modeled on the likes of popular social networks like Facebook, LinkedIn etc. is extremely easy to understand and thus easier to embrace. A collaborative culture gets people involved, which in turn create a more engaged workforce. Ramco’s Collaborate feature ensures the following: • Real Time Information Exchange • Effective Communication • Centralized Information/ Documentation • Traceability • Enables new stakeholders to catch up on what is being discussed • Privacy Options Page 9 of 17 Enhancement Notification • In- line reply facility • On- demand search facility • Classify information based on topics • Marking a post as information or action • Sharing posts with specific users or roles or everyone Change Details Collaborator feature is provided as a bubble ( image) in the various screens mentioned in the excel sheet attached below. About Collaborate Collaborate is present as a bubble ( image) in the top right corner of the screen. The collaborate window on launch will display the entity/ reference document number from where the collaborate window is launched. Creation of a Topic Messages are posted against specific topics. The topics can be created as a quick code or it can be created in the context of a document. In logistics common master, quick code topics can be created in the below path: Process: Procurement Management Component: Logistics Common Master Activity: Manage Logistics Quick Codes Quick Code Type: Collaborate- Default Topic Posting a Message A user can post a message in under a particular topic. The posted message can either be sent as an action item or just as information to several users. This helps a person to know if any action has to be taken from his side or not. The posted message can be shared in three ways, either with everyone or with specific users or with specific roles as per the need. The names of the users or roles with whom the message is shared appears in the grid. User can also attach a document and flag a massage before posting it. Collaborate Screen List. xlsx Page 10 of 17 Enhancement Notification Viewing a Message The posted message can be viewed and it will have several additional information such as the user id of the person posting the message, age of the message, number of replies against a post, reference document type, attachments if any and a pop up display which will show the names of the person with whom the post is shared. Replying to a Message User has the flexibility to reply to a particular message. In- line reply can be done by clicking the reply button. On click of reply button, the ‘ Reply’ section will open. User can post the relevant reply message here and post it. Editing a Message User also has option to edit messages. Editing can be done by clicking the edit button. On click of edit button, the ‘ Edit Post’ section will open. User can edit the post and then post it. On Demand Search There is an on demand search capability which can be used to filter information. If the number of messages posted is overwhelming then the posted messages can be filtered by date range, by reference document, by reference entity or by document specific topics and quick codes topics. Additional provision is provided to filter the posts according to flagged posts, related topic names, actionable items and according to topics created by the current user. Closing a Topic Users have the provision to close a topic once discussions on a topic have been logically concluded. Once the topic is closed, user can no longer post messages in that particular topic. However the already posted messages can be viewed. Reopening a Topic User can reopen a topic if a need arises to continue the closed discussions. Once the topic is reopened, messages can be posted in this topic.  Note: Collaborate feature can be used only when Chrysalis is enabled  Note: Inbox integration will be covered in the next phase Page 11 of 17 Enhancement Notification Exhibit 1 Identifies the place where Collaborate icon will be placed in all the activities Exhibit 2 Identifies the place where context document topic is created Page 12 of 17 Enhancement Notification Exhibit 3 Identifies the section where messages are posted Exhibit 4 Identifies the section where messages are viewed Page 13 of 17 Enhancement Notification Exhibit 5 Identifies the section where messages are replied Exhibit 6 Identifies the section where messages are edited Page 14 of 17 Enhancement Notification Exhibit 7 Identifies the on- demand search section Exhibit 8 Identifies how the topic can be closed Page 15 of 17 Enhancement Notification Exhibit 9 Identifies how the topic can be reopened  Note: Collaborate feature is not enabled in the following documents due to some technical limitations: Engineering Order, Shop Work Order and Work Monitoring & Control. Page 16 of 17 © Copyright 2015, Ramco Systems Ltd. www. ramco. com Ramco Aviation Solution Corporate Office and R& D Center Ramco Systems Limited, 64, Sardar Patel Road, Taramani, Chennai – 600 113, India Office + 91 44 2235 4510 / 3090 4000 Fax + 91 44 2235 2884 Website - www. ramco. com