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1. 2 0 interSoln interSoln 30 Cecil Street 15 00 Prudential Tower Singapore 049712 Email enquiry intersoln com 2 Getting Started Before we proceed into the later portion of this user manual you need to know the fundamental of the interSoln Workflow portal The following sections shall guide you through these 2 1 Login Start your Internet Explorer and enter the interSoln Workflow URL in the address bar You can get this information from your administrator Login with the user name and password that is assigned to you by the same administrator J Favertes Heak e gt DD Dh Gretes Grete J D 4S Dy Address E herpssNocaboat Login Figure 2 la Login Screen Upon successful login you ll see the following screen Please take note of the location of the arrows below The following section will detail how to manoeuvre through them o DeMMGC 20050 o neamo noxwnw CCa T Bere Figure 2 1b My Worklist In tray Screen 5 Use as filter to look at current active business processes 6 Ue toindicate current systemdate 7 Ue toenter preferences settings 8 Use tolgut of interSoin Warkflow Page 5 of 11 For Customer Use Only Release 2 0 interSoln 30 Cecil Street 15 00 Prudential Tower Singapore 049712 in te rs 0 l n Email enquiry intersoln com 2 2 Business Process Menu To open your current task in a business process move your mouse over the
2. REQUEST FOR QUOTE Request for quotation module dimen 23 05 2006 04 07 Start ore D inane Figure 2 3 Business Templates Screen For Customer Use Only Page 6 of 11 Release 2 0 interSoln 30 Cecil Street 15 00 Prudential Tower Singapore 049712 i n te rso l n Email enquiry intersoln com 2 4 Business Form Menu To share business details information pertaining to an active business process move your mouse over the Business Form menu after you ve open an active business process A pop up window will indicate four options for you to select Attachment s Use to add remove attachment to opened active business process Comment s Use to add comments on opened active business process History Use to provide a graphical view of the opened active business process ReAssign Use to reassign current task in opened business process to someone else in the interSoln Workflow user directory P eitersoin Workllow 2 1 Microsolt Internet Explorer aiai Yes Favortes Tous tpo tak DD Owh Grete Freda 9 De Ob OT a Agress E tata hxahow rtersoninder mo Jes Leave Request Form Name salen ies Application No SSS tman ST e a Starting rrom P o a Total Days Please supply relevant details in full where appropriate a approve Disapprove rime our Arex Leave Balance 3 used of 10 oy Di eco ro oret Figure 2 4 Business Form Screen For Customer Use Only Page 7
3. Business Process menu A pop up window will indicate two options for you to select My Worklist In Tray Use to indicate all the active process the require your action now Browser Use to provide a graphical view of the business process that you re a participant of D interSoln Workflow 2 1 Microsolt Internet Explorer le ci Yew Favertes Took tiep tack gt O A Qh re Gads G D oo GH lal Aghess 48 htp iocahostirtersonirser sp My Worklist In Tray View VIEW aL 3 G PID 12 APPLY EXPENSE o 23 05 2006 05 00 23 05 2006 05 00 C PID 13 MANAGER APPROVAL o 23 05 2006 05 00 23 05 2006 05 00 Open cS O Local etranee Figure 2 2 Business Processes Pop Up Screen 2 3 Business Template Menu To start a new business request click on the Business Template menu and depending on the rights that you ve been given by your administrator you Il be able to start different business request D interSoin Workflow 2 1 Microsoft Internet Explorer alai xi De Edt wew Favortes Tools teip mek gt O I Auh re Guis I D 4 St a acess E rerocinocamoctietersoninde Dl gy friday May 26 2006 Username admin gntersoln com Business Processes Business Templates Business Form Business Templates e EXPENSE APPLICATION Human resource module sdman 2305 2005 05 14 c LEAVE APPUCATION Human resource module dma 23 03 2006 05 44 e OPPORTUNITY Bades teachang process module eden 23 05 2006 04 45
4. gt OA search Favores Guede A D GSS icrosoft Internet Explorer l x Address E http localhost interSoinjindex jsp es Username admin intersoln com Business Processes Business Templates Business Form Thursday June 01 2006 Products For Promotion Request Date Our reference ET Description New notebook promotion with 10Gb ram E Description Product Category a Elon TP ei tecalintrense Figure 3 1a Products For Promotion Screen For Customer Use Only Page 9 of 11 Release 2 0 interSoln 30 Cecil Street 15 00 Prudential Tower Singapore 049712 in te rs 0 l n Email enquiry intersoln com Upon successful submission of the request for quote the following screen will be shown To end all the promotion at any stage select the Promotion Ended button This will end all business processes that are related to this promotion You can also view or enact on the individual promotion by selecting the customer name Pak ntersom workiow 2 1 mierosor internet plover ed Bile Edit View Favorites Tools Help ca Heak gt O A A Qah Favores Gmeda J D S Gt H be Address http localhostjinterSolnjindex isp interSoln se dusiness process people Username admin intersoin com Business Processes Business Templates View Promo Request Date Our reference FT Description Er ENE Requestor Cus
5. PROCESS scccsssccsssccsssccecssccessccessceccsccescecesscecessceenssecensoes 9 3 1 BROADCAST PROMOTION ccccccesssccssscccesseccsssccssseceessecessecessseceessecesssceesseceessecesssecssseesseees 9 For Customer Use Only Page 3 of 11 Release 2 0 interSoin 30 Cecil Street 15 00 Prudential Tower Singapore 049712 inte rs 0 l n Email enquiry intersoln com 1 Introduction Surprises and exceptions are common in daily business interSoln Workflow is a new generation of product designed with flexibility in mind to meet the needs of people who work in varying business situations interSoln Workflow allows business professionals to improve business processes through experimentation and learning Teams can coordinate their work by building the work process following the progression of the work and authorised users can adapt the process when changes are required Organizations can equally well automate and manage formal office processes interSoln Workflow Portal come with the following modules A Human Resource Process e Leave Application e Expense Application B Sales Tracking Process C Request For Quotation Process D Product s Promotion s Process This document covers the usability of the Product s Promotion s Process module Please note the interSoln Workflow Portal HTML interface is totally customizable But the fundamental are the same For Customer Use Only Page 4 of 11 Release
6. of 11 Release 2 0 interSoln 30 Cecil Street 15 00 Prudential Tower Singapore 049712 in te rs 0 l n Email enquiry intersoln com 2 5 Preferences Menu To set your user and administration preferences select Preferences from the top right hand side of the web page Depending on your access rights given to you by your administrator you ll be allowed different access to different option in the preferences menu F interSoln Workflow 2 1 Microsoft Internet Explorer leh x Eile Edt yew Favorites Tools Help ESEIA EE ice Le ae Ea Address hitp flocalhost interSolnjindex jsp interSoln Username admin intersoin com Business Processes Business Templates Preferences User Profile Business Process Management Change Password e Configurator Maintenance Human Resource Process Download User Manual Cost Centre Maintenance Leave Type Maintenance User Maintenance Generate Reports Sales Tracking Process e Country Maintenance e Customer Maintenance e Product Maintenance e Sales Review Request For Quote Process Product Maintenance e Reports Ej Done T E Local intranet Figure 2 5 Preferences Screen For Customer Use Only Page 8 of 11 Release 2 0 interSoin 30 Cecil Street 15 00 Prudential Tower Singapore 049712 i n te rso l n Email enquiry intersoln com 3 Product s Promotion Process The Product s Promotion Process allows a requestor to bro
7. adcast a list of selected product s to a specific group of customer s to inform them of the latest promotion and offers notification of this promotion can be sent via email automatically Customer s can log into the interSoln Workflow portal to identify their interest in the promotion and request for a quotation Upon successful request for quotation from the customer s the sales persons can automatically track their sales opportunity and generate a quote to the customer s through the Sales Tracking Process 3 1 Broadcast Promotion To broadcast a new promotion highlight Product Promotion from Business Template and click on the Start button Upon successful request the following screen will be shown You may start entering the details for the product s to be promoted by entering the necessary information specified below select the Submit button to send the promotion out to your indicated customer s Customer Use to pop up a customer window for you to select the customer that has been allocated to you by your administrator You can create delete your own customer here as well Remarks Use to add remarks to be shared with the customer s Attachments Use to add remove attachment to be shared with the customer s Add To add the product for promotion Delete To delete the selected product s in the promotion request interSoln Workflow 2 1 Bile Edt view Favortes Tools Help a Hek
8. ernet Explorer Bsearch Favorites By Logout Username admin intersoln com Thursday June 01 2006 Business Processes Business Templates Business Form Opportunity Search View view all a Search Opportunity 1D gt E Opportunity ID Description Date Created Customer Name PROMOTION p EBOR TONIT Sales opportunity generated from product promotion 31 May 2006 17 22 Mario Brothers Pte Ltd New Opportunity w a TT 1 oana For Customer Use Only Page 11 of 11 Release 2 0
9. interSoin 30 Cecil Street 15 00 Prudential Tower Singapore 049712 in te rs 0 l n Email enquiry intersoln com USER MANUAL Products Promotions Process Prepared by interSoln Date May 25 2006 Document Number PROMO2 0 Revision 2 0 For Customer Use Only Page 1 of 11 Release 2 0 interSoin 30 Cecil Street 15 00 Prudential Tower Singapore 049712 inte rs 0 l n Email enquiry intersoln com COPYRIGHT This proposal is copyrighted proprietary material of interSoln No part of this work may be copied reproduced modified published uploaded posted transmitted or distributed in any way without interSoln s prior written permission interSoln respects copyright law and expects our users to do the same Unauthorized copying distribution modification public display or public performance of copyrighted works is an infringement of the copyright holders rights This work is classified as confidential information and is disclosed only to the recipient to whom this work is addressed This confidential information is to be used solely for the purpose of the recipient to evaluate if it should accept the technical solution proposed by interSoln The contents or subject matter of this work or part thereof must not be revealed to any third party without prior written permission from interSoln The third party to whom the communication is made includes an individual firm or company or an employee o
10. r employees of such a firm or company The recipient by its receipt and non rejection of this work acknowledges that this work is confidential information and contains proprietary information belonging to interSoln and further acknowledges its obligation to comply with the provisions of this notice For Customer Use Only Page 2 of 11 Release 2 0 interSoin 30 Cecil Street 15 00 Prudential Tower Singapore 049712 inte rs 0 l n Email enquiry intersoln com Table Of Contents COPYRIGHT S E E AEE E E E A EE ceases dacscsabscseeadceeeds 2 TABLE OF CONTENTS siscissccetsssecsstsctasacessscte cansctssaccacdasesscscedsacsaccceeshnescieaccatensedenaesdcuadetassacuescesccceacnssoans 3 1 INTRODUCE THON A E P E E E AE E E E E AE A 4 2 GETTING STARTED wicsscsssctsccccsncsssnssscovescavsss sesso ssuacsastssaseasssonvausnnsancussssaosedssasonsssosoonssesedessaseessnosods 5 2 1 LOGIN agenda ccs a E E O ERS 5 2 2 BUSINESS PROCESS MENU cccccccsssccesssccsssecssssecesseceessecesseccsssecesssecesecesssscessesesssesesssseesstees 6 2 3 BUSINESS TEMPLATE MENU ccccccccsssccssccecsseccsscecesscecessecesssececssecsssecesssecessesenssesensaeenseees 6 2 4 BUSINESS FORM MENU 650 i5550s530shses0ss0tee0d cossariedbansaseeacasacdeaueeasaveasaoeceeaversapveasdbancsaacesavbasdaacnars 7 2 5 PREFERENCES MENU 00ccccccccsssccesseecesseccsscecesecessceceseecesseccssseceeseecessesesssecessesessseseneaeesseaes 8 3 PRODUCT S PROMOTION
11. tomer s Acme Pte Ltd REQUEST FOR QUOTE Mario Brothers Pte Ltd PENDING Remarks Attachments a E done E r EE Local intranet Figure 3 1b View Promo Screen For Customer Use Only Page 10 of 11 Release 2 0 interSoln 30 Cecil Street 15 00 Prudential Tower Singapore 049712 in te rs 0 l n Email enquiry intersoln com At the final stage for the entire products promotion process the following screen will be shown to the customer Zj interSoln Workflow 2 1 Microsoft Internet Explorer E 18 xi Ele Edit view Favorites Tools Help Back gt amp A A Asearch GFavortes meda A D 3 A Sl Address http jlocathost interSolnjindex jsp s Logout Username cust intersoin com Business Processes Business Templates Business Form Wednesday May 31 2006 Request For Quotation Requestor Request Date Customer Description Product Code Description Quantity Product Category PpToo2 Notebook 900 COMPUTER Remarks Attachments OKAY Thank You For Your Request To Quote The Relevant Sales Person Shall Be Contacting You Shortly Figure 3 1c Request For Quotation Screen At the same time an entry will be created in the sales tracking process Please see below This entry can only be seen by the relevant sales representative that has been assigned to the requesting customer interSoln Workflow 2 1 Microsoft Int

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