MEPOProject Overview Basic User Manual Overview Logging In
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1. see Using Pinned Tasks later in this Pin manual Use this link to go straight to creating a task log see Using Task Logs later in this manual e This column shows the Percentage Complete as set in the task e P Priority indicates the task priority where appropriate e Task Full name of the task e Project Full name of the related project e Start Date As set in the task e Duration Length of duration for this task e Finish Date As set in the task Special display in this view provides a quick indication of when the task is due Negative Numbers indicate how many days the task is overdue Due In Is the established finish date Used to indicate which tasks the Update Task option is applied to see below for Option Box more information on Update Tasks You can go straight to the Task Detail screen for any individual task by clicking on the name of the task You can also go straight to the Project Detail screen for any project by clicking on the colored project name MEPOProject Basic User Manual Page 6 Today and ToDo Views Task Options These options allow you to streamline the tasks that are displayed on your Today listing Lets you streamline your view to Pinned or flagged tasks only For more Pinned Only details see Using Pinned Tasks later in this manual Turn this on by clicking on the option box you should see a tick in the box if the opti2. this task is the next option down from displaying the actual task As you work through MEPOProject you will notice that these crumb trails adjust continuously to provide you with applicable quick navigation methods MEPOProject Basic User Manual Page 4 Today ToDo Views Pe ene oo a Segate Tei Goeie fias Gites teens O Micke fhisis ciest huie Eeenermes Miis Mibe Beemte haarade Mta hhii pee a verarm teben Pew ot My ete Tode Tiny Laya in Fo u an oe Fetter 22 Pee Bay CHEMI SOG pe Lee UVAS IRO ae F Femme Sete Sorter i wr ey OVNINIM1 OP 08 om ioma CTO Eo pe Fo ag m dia ete ee 22 Pee Sey YM CESS p tere CPG FIOS ee A ve 5 hon Owwter Dew am OUMINI 01 08 om iama ERTS ihoa pe t Fe amn n 23 ruis Say CYTUN LESE pn idepe CENCE LL om 2I The Today and ToDo Views are basic work list views of the task assignments per individual user They can be used to manage your day to day work to get a view of what tasks are currently assigned to you and by using the key at the bottom of the view as explained later in this section to monitor the due dates and status of tasks If you are using the Help Desk module designed to manage ad hoc tasks then you will have an extra tab on both your ToDo and today views this tab will show you Open Requests that are assigned to you in other words any help desk tickets that you are supposed to be working on responsible Basic Views The Today and ToDo views are both sl
3. MEPOProject Overview MEPOProject is a Project Management System which provides on line collaborative management of scheduled workloads Project management is the discipline of defining and achieving targets for an organization whilst optimizing the use of resources time money people equipment space etc On line collaboration provides facilities for multiple people who are working simultaneously on projects to be able to monitor their workload provide central updates on progress and accumulate supporting information in relation to the project Basic User Manual Overview This user manual has been created to provide an outline of the day to day use of MEPOProject for generating projects tasks and events and then managing those items We have provided details and indicators of how to do certain things within MEPOProject where appropriate We ve opted not to provide detailed instructions on how to complet very field within MEPOProject however as this would make this manual incredibly big and in most cases completion of field level elements is fairly self explanatory What we have done in this manual is provide you with an indication of why certain elements reused and how they interact with the rest of the system Logging In MEPOProject Medical Equipment Planning Online Username Password MEPFPOPAOJECT Help T we forgotten my password wersion 2 1 5 Before you can do anythi
4. The option edit this user allows you to modify the details that have been entered against your user record The details you can modify are e Password Your password will be displayed as a number of symbols for protection If you want to change your password enter it twice in the two fields provided Regardless of what you enter the display will always be asterisks to protect your password s identity e Confirm Password Second entry used to confirm when you are changing your password If the system finds that the password you MEPOProject Basic User Manual Page 9 have entered in both fields is not identical MEPOProject will advise and not change your password until both fields match e Name There are two name fields to be completed First and Second Name in that order e Department You can select modify the department to which the user is associated e Email User s email address e Email Signature Standard signature block to be incorporated on the bottom of all emails sent via MEPOProject from this user e Required Fields indicates these fields must include some details to allow this user record to be saved Further information associated with this user is saved in their contact record this includes addresses telephone numbers and other contact style information If you wish to change any of that you can click on the edit contact info link Ch
5. ailable will default to English Tabbed Box View This option sets the preferred format for tabbed views throughout the system You have three layout versions that you can select from e Either allows you to select tabbed or flat per screen within the application e Tabbed flat 1 Tabbed displays everything in the tabbed view no option to select 2 Flat displays everything in flat untabbed display Short Date Format This option sets your short date format You will find that support for the short date format varies throughout MEPOProject Time Format This option sets your preferred time format Currency Format This sets your required currency format may be limited based on the number of available translations available User Task Assignment Maximum This option allows you to nominate the default maximum percentage applied to each task for your user login The default is 100 but if you are for example a part time worker you may wish to set this to an alternative figure e g 50 This is the commencement of proper resource management and will help slightly with the allocation of resources to tasks but you need to keep in mind that over allocation resource calendars and full resource management are currently being worked on in MEPOProject and are not completed operational Default Event Filter MEPOProject Basic User Manual Page 11 This option allows you to establish t
6. ange Password There is an option that allows you to change your password on the extreme right hand side of the option line To change your password you will first need to enter your current password then enter the new password twice once in each field The system will check to ensure that both versions of the new password are identical before resetting the original password Setting Your Default Preferences Dyes Frejete teste Caterer Sine Sete ismos 8 Reis toksies Corm isese Tammsieme boers Lose Tovertineet pee tiee Syse Adee mme ae rea ae miy DAs Vote Taw Edit User Proterences 3 sesi etem serorea mel epiw at ee loose trah ees ine vow em Sher Osa Nome hms iona Cuemy Armat iOi TMT Se o Lasi eee Byte iaer Tase haogmeure Senrmer Seen tsen ta My Cone Teme Wort roetern Mettee De Tea ot Pere Seram Te kay Smad etree Tast Ling frre Recocders Matte e gt From within the My Info link at the right hand top of all screens you can access the option edit preferences This option allows you to set some of the standard features of MEPOProject to your particular liking These preferences are outlined below MEPOProject Basic User Manual Page 10 Locale Setting Depending upon the number of translation packages installed there will be more than one locale to be selected Selecting the locale establishes the default translation package to be used any sites with no translation packages av
7. ated at the bottom of the task log entry after the task log has been saved Owned Projects Tab At the bottom of the screen there are a series of tabs which display information specific to you as a user The first tab shows all the projects that have been established in MEPOProject owned by the current user You can MEPOProject Basic User Manual Page 12 use the names of these projects as links Click on the name of the project to go straight to the project view Projects Gantt Tab This tab will display the All Projects Gantt at present User Log Tab This option allows you to see the dates and times that you have logged in and out You can nominate the start and finish dates for the report Permissions Tab This tab when selected will display a list of all your current permission settings if any Roles Tab This tab shows a list of the specific permission roles that you been assigned For more details on Permissions see Users Roles Permissions and Access Accounts MEPOProject Basic User Manual Page 13
8. ch explains the colors used on the task list to indicate the various statuses of tasks Today View Header The Today View automatically defaults to a daily view of the calendar The top module header provides a series of options that you can use to manage MEPOProject Basic User Manual Page 7 your daily calendar Clicking on this link takes you to your calendar monthly view Month View Clicking on this link takes you to your calendar monthly view Week View Clicking on this link takes you to your calendar weekly view New Event Clicking on this link allows you to create a new calendar event with the date automatically defaulting to the current date for your events screen directly below the Header to check which date you are displaying Each of these options are discussed in detail in Creating a Calendar of Events Today View Monthly Calendars April 2011 Mon Tue Wed Thu Fri Sat Sun 4 11 18 25 s ST SE 50 Sai Se 9 70 12 13 24 15 26 i7 19 20 21 22 23 24 26 27 28 29 30 May 2011 Mon Tue Wed Thu Fri Sat Sun 2 9 16 23 30 S A o 36 3 B 10 11 12 1314 15 17 318 19 20 2t 22 24 25 26 27 28 29 31 June 2011 Mon Tue Wed Thu Fri Sat Sun 6 13 20 27 1 2 3 4 5 E By cS 2082 Fe 14 15 16 17 18 19 21 22 23 24 25 26 28 29 30 The Today View incorporates a set of three monthly calendars down the right hand side of the screen The months are listed in the order last m
9. from the single letter key at the bottom J January F February and so on Collapsible Tasks BB rasis a es ee Hi Caaan a wv tad wy pned tesda sna ma tve lesba tards per sess soporte oe joorrete Taaa OPi Medus Pha ereny Osise JI haw ayj is I5 Cien ihity esre pe sone PIS 1 vee Let ok BNEIGM I Gece pn Saye GIETGOLS t500 pu vi 0200 pre ir OVNAR dbo pe tae OW FECL p m eter pe worker SUES foll osma Game 1 m N m at SNSSASSNSNSSSASASS Jesececeseesetecs i BAEEASEZASEZLZLZ Tasks will be displayed collapsed under their parent task as a default You can tell a parent task because they will have a icon beside them if they are a dynamic task as well then they will be displayed as BOLD ITALICS Click on the icon and the display with show the child tasks Click on the name of the parent task and the display will change to show the MEPOProject Basic User Manual Page 3 parent and the associated child tasks only We will cover this in more detail in the Section Setting up Assigning Tasks Filters Cormeen Aon Tee Cume Fler Covesie lee AR Timers Aen wie e ay Wires aimh leer Aten Eene rm Wemerite tute en Morse ete Py ete tade Totoy beget mman oA im A T Dbia loots EG te see mewt p My unaned Taio t a mme ee di i tee aad teres shies iarta betire i tsia am iaer renarts As with all MEPOProject disp
10. he required default event filter that you would like to use The options available are List just events that belong to the current user My Events Events that the current user has created Events I Created Events regardless of who is an invitee and who created th vent All Events e no S WN BF Task Notification Method This option establishes the default task and event notification method you would like to use e Do not include task event owner This is the system default and the task or event owner is not advised of updates via email e Includes task event owner Send notifications to the task and event owner Task Log Email Defaults a This option sets up the default settings for Task Log emails You can turn on any of the options Email Assignees Email Task Contacts or Email Project Contacts so that every time you complete a task log the email out function will automatically occur Remember that this would have to be turned off at each task log if you want emailing out to be optional Task Log Email Subject This option sets a default email subject for your task log Task Log Email Recording Method This option allows you to set up how a task log emailed record is incorporated into particular task logs If you turn it off then the notice that a particular task log was emailed and to whom will not be incorporated if you turnip on it will automatically be incorpor
11. ightly different versions of your own ToDo list showing you all the tasks etc that have been assigned to you You will find that one or the other may suit your working patterns best The differences between the views are fairly minor the ToDo list is part of the tasks module and thus concentrates on tasks only the Today view is part of the calendar module and includes Calendar Events on a separate tab There are also some very minor differences within the details displayed on the screen of both options To simplify this a little we ll look first at the main differences in the views and discuss the various options task displays and other elements in detail MEPOProject Basic User Manual Page 5 Today View The Today view provides a snapshot view of tasks and events for the logged in user The view incorporates e 3 month quick calendar display last month current month next month e Current Task List e Current Event List The view defaults to a Daily View with an option for Events or Tasks When the Today view is displayed it will default the display to either Events or Tasks or combined view based on whether the user has selected a flat or tabbed view Today and ToDo Views Task Details Each task list will show all current outstanding tasks in a columnar layout Click on the icon to go straight to editing the task details Pencil Icon Indicates whether this task is pinned or not
12. lays there is a filter at the top right hand side that will let you adjust the posts and issues that you can access List just the issues that you have created My Issues List just the issues that you have set a watch on My Watched List just issues associated with projects that you own My Projects List just issues associated with projects that are recorded against the same My Company company that you belong to List issues from inactive projects only Crumb Trail Ommna foerm Tete Omir Fee Ostem beet hens Teter Qt hene hemem Ay Aee Bemire err Aann Bamm ammm werenn Aser Ferme Hate p Dee Teeter Teter eee n mem we gt m Come pan roe D asl samh ae Conners Lassttdy me minet Vane my tite my pmet taena stow wtectus teate teate per user reporta ee The crumb trail in MEPOProject is used as a navigational aide not specifically as a history of where you have been providing you with quick steps to get to related areas within a module By way of example we will look at accessing a task To display details of a particular task access the tasks module from the top module listing selected the project Then access a particular task There is a series of steps separated by colons in the format tasks list view this project edit this task If you want to return to any of the alternative application points for example view this project you can simply click on that link To further assist you edit
13. ng else you must login to MEPOProject Using your web browser application you should go to the internet page that includes the MEPOProject link You might find it useful to bookmark this address Select the MEPOProject Link and you will be presented with a login screen Enter the user name and password that you have been assigned in the relevant fields remembering that the password will show as a line of as a security precaution MEPOProject Basic User Manual Page 1 The Main View Corpses Puma Tee Commie Fine Ortese pesse Bete Troe cat freee Memeprree finery bme Domis iam Aime Tsen Arm When you login to MEPOProject you are automatically presented with a default main module This module can vary on all installations but the surrounding information will always remain the same and that is what we will discuss in this part of the Manual The top line of the screen under the installation name line lists all of the available modules in your installation User Tools Laen EPOPEA ET Durme Anm Tese Cied Tie Drise bess B eee Teme Get moe keno Ary hee Geoetieect imi ier Began adere a Ms wana sane Peres rm e rte Tode Tate Directly under the module line there is a line which includes your name on the extreme left hand side of the screen and a series of tools that are available to you on the right hand side of the screen These tools are all explained in the related pages My Info ToDo and Today View Log
14. on is turned on if you wish to see tasks allocated to you from Archived Projects Archived or Inactive Projects Tick this option on to include tasks from On Hold Projects in your listing e Projects On Hold Tick this option on to limit the view to Dynamic Tasks only e Dynamic Tasks Tick this option off to drop any low priority tasks from your view e Low Priority Tasks will be turned on by default e Empty Dates Tick this option on to include tasks with empty dates in your listing Today and ToDo Views Update Tasks At the bottom of the task listing there is an Update Tasks option with an associated drop down box You can nominate tasks by selecting the option box on the extreme right hand side of the task s and apply one of the actions in the Update Tasks lists to all of those tasks automatically when you click on the Update Tasks box The available options are Set priority to normal Set priority to high Set priority to Low Mark as finished Delete OP WN EF 1 Default option sets the priority on all tasks to normal regardless of how they are currently set 2 Sets the priority on all tasks to high regardless of how they are currently set 3 Sets the priority on all tasks to low regardless of how they are currently set 4 Sets all the nominated tasks to 100 complete or finished 5 Deletes the nominated tasks box Today and ToDo Views Key At the bottom of the task list there is a key whi
15. onth current month next month down the screen Clicking on any of the days on any of the calendars will change your Events Tasks listing to reflect that date MEPOProject Basic User Manual Page 8 Today View Events Display The events display will also show a list of events for the date selected You can access any of these events by clicking on the event name If you place or hover your cursor on the link MEPOProject will display the description of the appointment as entered at the time that the event was lodged Today View Today s Tasks This display shows any tasks that are set to either START or FINISH on the current date Hovering your cursor over the entry will show details ina format similar to e START Project e Name Task Name e Finish Project e Name Task Name If you have a task that starts and finishes on the same day then there will be two entries in this listing one for the START and one for the FINISH My Info This option allows you to access standard information about yourself including e Details of your User Record and the Option to edit those items e Projects that you own and a project Gantt chart e Check Your User Log e The Permissions that have been granted to you e Ability to Change your own Password When you access this screen MEPOProject will show all the above details Details of the options available here are discussed below Edit this User
16. out is self explanatory it logs you out of MEPOProject Module Header On the right hand side there will be options specific to the particular module so these will vary as you move through MEPOProject They could include search directly under the User Tools line there will be a heading bar which includes the name of the module you are currently seeing Work Area Directly under the module name there is a general work area that again will vary considerably depending upon the Module that you are accessing Using Grayed Selection Fields Throughout MEPOProject there are a number of fields normally displayed in the user interface in dark gray that are no entry selection from a window list only In the event of a grayed out field for example the start finish dates in Task Entry or the Department field in User Details you will not be able to enter details directly into those fields In the above xample the fields Start Date and Finish Date are grayed out and there is an option beside them which will display a pop up calendar from which a date can be selected MEPOProject Basic User Manual Page 2 Using the Pop Up Calendar The pop up calendar is used throughout MEPOProject whenever a date entry is required Enter a date by clicking on the day number Change the month by using the arrow keys at the top of the calendar or selecting the relevant calendar month
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