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eDocument Expert User Guide

1. d James Campbell CIO Recycle Bin Add Edit Remove Move Powered by eDocument Expert from BestSolution CA Copyright 2014 All rights reserved The information provided for the selected node includes eDocument Expert Manual Name Name of the node Type Type of the node e g corporate title department cost centre etc These are managed in the Admin Node Type sub section Created Date the node was created Updated Date the node was last updated Description Description of the node Misc 1 Miscellaneous text field one Misc 2 Miscellaneous text field two Misc 3 Miscellaneous text field three The following functions can be accessed for the selected node Add Add a new node as a child node of the selected node Edit Edit the selected node Remove Remove the selected node and all child nodes Move Move the selected node within the hierarchy or move the selected node s child nodes to another node How to Add a Node Navigate to the Admin Node sub section in the browser window In the Node Explorer select the desired parent node The new node will be a child node to the selected node Click the Add button Enter the Name Select the Type If set as Recycle Bin the node can be used as a place to disable users and content without the need for permanent deletion Complete the other optional fields Click the Submit button The node is now created Next you can add
2. Results are not viewable by other branches in the hierarchy ensuring protection of confidential information eDocument Expert Admin eForm eSurvey ePerformance Review Emergency Contact Required Emergency Contact Info Contact Name Steve Brown Relationship N Spouse bA Language w Engish Le Day Phone 555 555 3313 lt gt Evening Phone SS SSS 1012 Email Address Steve edocumentexpen com Emergency Address Info Same As Employee Address i Y Yes Address Une 1 Save Submit cance 14 eDocument Expert Manual Managing eForms The Admin eForm sub section of eDocument Expert allows you to add copy edit remove and post eForms To manage eForms you must be assigned the eFormAdmin role eDocument Expert Admin eform eSurvey ePerformance Review Report Ticket John Smith CEO Jack Smith Dir Node User eForm eSurvey ePerformance Review Report 1 Message List of Amber Brown VP Name Created Updated Posted Inheritable Enable Owner 2013 02 21 2013 02 21 N Kevin Taylor Dir Darlene Jones VP Contacts 20134 l Lee CFO H Deborah Lee CFO Contacts Template James Campbell CIO Emergency Contact 2013 06 27 2013 06 27 2013 06 27 N Employee Info 2013 02 21 2013 02 21 2013 02 21 N Employee Info Template 2013 02 21 2013 02 21 N lt gt Employee Info Template V1 2013 05 22 2013 05 22 N Employmen
3. mm James 2013 06 27 16 49 Nathan Smith 2013 06 27 16 50 n VPeck Seth Deenes Wilson James maan 2013 06 12 1217 Jack Smith a ah et eae tre Lucas Write 2013 06 13 08 05 James Wilson 2013 06 16 23 18 Jobe Seth ChOtarter Brown VPect Seth OriJemes Wison atb Park 2013 06 13 07 51 ames wilson 2013 06 16 2225 MavJecod Part mene DEEN een v lleg gt This report was executed on 2013 05 27 at 05 09 PM Page 1011 Powered by eDocemert bupet tom tt Copynght EXIL Al ngres reserved Managing Reports The Admin Report sub section of eDocument Explorer allows you to add edit and remove a report To manage reports you must be assigned the ReportAdmin role 37 eDocument Expert Manual eDocument Expert Node User eForm eSurvey ePerformance Review Message Amber Brown VP Darlene Jones VP List of John Smith CEO Deborah Lee CFO Name Inheritable Enable Owner James Campbell CIO Audit N Dashboard N Message List N Node List N Posted eForm s Summary N lt gt Posted ePerformance Review s Summary N Posted eSurvey s Summary N System Login N System Report Execution History N SSS ee Page 3 ofi First Prev Last Next The Report List shows all reports available at a selected node The information provided for each report in the list includes e Name Name of the report e Inheritable Indicates if the report is inheritable from owner node to child nodes If checked the report will be
4. Copy Make a copy of an existing ePerformance Review Edit Edit an existing ePerformance Review Remove Remove an ePerformance Review Post Move an ePerformance Review from development to production so that it can be used by ePerformance Review users How to Add a New ePerformance Review gt Navigate to the Admin ePerformance Review sub section in the browser window In the Node Explorer select the node at which you wish to add the ePerformance Review The selected node will be the owner of the ePerformance Review owner node The owner node and the Inheritable status determine at which nodes ePerformance Review appraisals can be completed Click Add The Form Builder interface will be displayed Enter the Name and Description Use the Form Builder interface to add question sections questions and answer choices to the ePerformance Review To learn how to use the Form Builder to complete the ePerformance Review see Chapter 6 Building eForms eSurveys and ePerformance Reviews Click Submit once the ePerformance Review is complete A new ePerformance Review is created You will be returned to the ePerformance Review List How to Make a Copy of an Existing ePerformance Review Navigate to the Admin ePerformance Review sub section in the browser window In the Node Explorer select the node at which you wish to add the ePerformance Review copy The selected node will be the owner of the ePerformance Review owner node
5. The owner node and the Inheritable status determine at which nodes eSurvey requests can be emailed from Click Add The Form Builder interface will be displayed Enter the Name and Description Use the Form Builder interface to add question sections questions and answer choices to the eSurvey To learn how to use the Form Builder to complete the eSurvey see Chapter 6 Building eForms eSurveys and ePerformance Reviews Click Submit once the eSurvey is complete A new eSurvey is created You will be returned to the eSurvey List How to Make a Copy of an Existing eSurvey Navigate to the Admin eSurvey sub section in the browser window In the Node Explorer select the node at which you wish to add the eSurvey copy The selected node will be the owner of the eSurvey owner node The owner node and the Inheritable status determine at which nodes eSurvey requests can be emailed from From the eSurvey List select the existing eSurvey to copy Click Copy A new eSurvey is created You will be returned to the eSurvey List The new eSurvey will have the name of the copied eSurvey with a suffix added How to Post an eSurvey ON FeO NO Navigate to the Admin eSurvey sub section in the browser window In the Node Explorer select the owner node of the eSurvey you wish to post From the eSurvey List select the eSurvey to post Click Post The eSurvey is now moved from development to production If you wish to allow eSurvey requested to be em
6. 04 57 PM Page 1 of 1 Information and activities in the foyer Roles Subscribed MessageAdmin Parameters e Include Child Nodes Place a checkbox in this box if you would like to view messages created at child nodes as well as the owner node e Message Name Enter all or part of the message name If left blank all messages will be displayed Fields e Node Path Node path of the message s owner node The root displayed is the node at which the report is run e Message Name Name of the message e Start Date Date from which the message will be displayed to users e End Date Date to which the message will be displayed to users e Enable Indicates if the message is currently enabled for users to see upon login Inheritable Indicates if the message is inheritable from owner node to child nodes e Message Body text of the message Drill Throughs None 43 eDocument Expert Manual Bundled Report Node List The Node List report displays a list of all existing nodes created at and below the selected node E Deborah Lee CFO Daniel Martin Dr Beor Finance Department Purchasing Department SE SS This report was executed on 2013 08 11 at 12 30 PM Page 1 of 1 Roles Subscribed ReportUser Parameters e Include Child Nodes Place a checkbox in this box if you would like to view child nodes as well as the owner node e Node Name Enter all or part of the node name If left blank all nodes will be displayed Fi
7. Account 2013 08 11 15 09 27 Logout Account 2013 08 11 15 16 35 Login Account 2013 08 11 15 16 41 View Report eurl Definition Dashboard report_name Dashboard 2013 08 11 15 17 00 Logout Account 2013 08 11 15 44 50 Login Account 2013 08 11 15 45 29 View Report eurl Definition UserList amp UserLastName amp UserFirstName SincludeChildNodes true report_name UserList 2013 08 11 15 45 37 Logout Account Roles Subscribed ReportUser Parameters e Log Type Select system activity log type s to include e Include Child Nodes Place a checkbox in this box if you would like to view system activity by users at child nodes as well as the owner node e Message Name Enter all or part of the message name If left blank all messages will be displayed e Start Date Enter the start of the date range to include for system activity audit e End Date Enter the end of the date range to include for system activity audit e User Last Name Enter all or part of the user s last name If left blank all last names will be included e User First Name Enter all or part of the user s first name If left blank all first names will be included Fields e Node Path amp User Name Node path of the user s owner node and the user s name The root displayed is the node at which the report is run e Log Date Time Date and time system activity logged e Log Type System activity log type Log types include Login Logout Report View Report Exp
8. Add edit remove any node type Admin Node ReportAdmin Add edit remove and subscribe reports Admin Report ReportUser View reports Report ePerformanceAdmin Add edit remove and post an Admin ePerformanceReview ePerformance Review ePerformanceAppraiser Appraise and reject a submitted None Note ePerformance Review ePerformanceAppraiser must also be given ePerformanceUser role to enable functionality ePerformanceUser Write view and submit an ePerformanceReview ePerformance Review 58 eDocument Expert Manual MessageAdmin Add edit and remove a system Admin gt Message message eSurveyAdmin Add edit remove and post an eSurvey Admin gt eSurvey eSurveyUser View and send eSurvey eSurvey TicketAdmin Change a ticket status and remove a Ticket ticket TicketUser Add and edit a ticket Ticket Note You can only assign roles that have also been assigned to you How to Add a Node to a User arwn gt Navigate to Admin gt User sub section In the Node Explorer select the user s node Select the user Click the Add Node button A second instance of the Node Hierarchy will be opened in the main display area Navigate this hierarchy and select the node to add to the user Click the Add button The user now has the option to login under this node You will be returned to the User List How to Remove an Assigned Node from a User EI Za bn Navigate to Admin gt U
9. The owner node and the Inheritable status determine at which nodes ePerformance Review appraisals can be completed From the ePerformance Review List select the existing ePerformance Review to copy Click Copy A new ePerformance Review is created You will be returned to the ePerformance Review List The new ePerformance Review will have the name of the copied ePerformance Review with a suffix added How to Post an ePerformance Review 1 Navigate to the Admin ePerformance Review sub section in the browser window 26 Legd eDocument Expert Manual In the Node Explorer select the owner node of the ePerformance Review you wish to post From the ePerformance Review List select the ePerformance Review to post Click Post The ePerformance Review is now moved from development to production If you wish to allow ePerformance Review appraisals to be completed at all child nodes as well as the owner node then place a checkmark in the Inheritable box If not checked ePerformance Review appraisals are allowed only at the owner node Place a checkmark in the Enable box to make the ePerformance Review viewable and usable by ePerformance Review users If not checked the ePerformance Review is not available for appraisals although results are still viewable through reports How to Edit an Existing ePerformance Review NI DARY Navigate to the Admin ePerformance Review sub section in the browser window In the Node Explorer select
10. available for users at the owner node and all child nodes under the owner node If unchecked the report will only be available to users at the owner node e Enable Indicates if the report is enabled for users to access e Owner Indicates if the current node is the owner of the report The owner is the node at which the report was first created The report can be modified only at the owner node The following functions can be accessed at the bottom of the Report List e Add Add a new report e Edit Edit an existing report e Remove Remove a report How to Add a New Report 1 Navigate to the Admin Report sub section in the browser window 2 Inthe Node Explorer select the node at which you wish to add the report The selected node will be the owner of the report owner node The owner node and the Inheritable status determine which users will have access to the report 3 Click Add 4 Enter the Report Name 38 10 11 eDocument Expert Manual Enter the Reporting Server Path RS Path This is the SSRS report definition RDL deployed path in the SSRS report manager The root node of the path is configured upon installation of eDocument Expert Enter the Description If the report is to be accessed from a parent report as a drill through only then place a checkmark in the DrillThrough box In the Export Formats section place a checkmark in each of the boxes next to the formats you wish to allow users to export rep
11. can be open ended Click Submit You will be returned to the Message List If you wish the message to be displayed to users at all child nodes as well as the owner node then place a checkmark in the Inheritable box If not checked the message will only be displayed to users at the owner node Place a checkmark in the Enable box so that the message will be displayed to users upon login within the entered date range How to Edit an Existing Message OVP ONS Navigate to the Admin Message sub section in the browser window In the Node Explorer select the owner node of the message you wish to edit From the Message List select the message to edit Edit fields as desired Click Submit You will be returned to the Message List The edited message will be displayed to users upon login How to Remove a Message Or Po Ni Navigate to the Admin Message sub section in the browser window In the Node Explorer select the owner node of the message you wish to remove From the Message List select the message to remove Click Remove Once this step is completed the message will be deleted Click Submit to confirm You will be returned to the Message List 53 eDocument Expert Manual Chapter 9 Tickets The Ticket section provides a means to report issues and submit change requests to the eDocument Expert team The Ticket List shows all Tickets created at a selected node The information provided for each ticket in the list includ
12. child nodes Users at included nodes will be presented the message upon log in eDocument Expert User Messages Staff Appreciation BBQ Staff Appreciation BBQ will be held in the atrium Friday September 6th from 11 30AM to 1 00PM Hot dogs veggie dogs burgers drinks and snacks E Do not show next time National Access Awareness Week Information and activities in the foyer E Do not show next time Confirm Powered by eDocument Expert from BestSolution CA Copyright 2013 All nights reserved 51 eDocument Expert Manual Managing Messages The Admin Message sub section of eDocument Explorer allows you to add copy edit remove and post a message To manage messages you must be assigned the MessageAdmin role eDocument Expert John Smith CEO d Node User eForm eSurvey ePerformance Review Report Amber Brown VP e y Si Jack Smith ain Tater DR List of John Smith CEO evin Taylor Di Name StartDate EndDate Inheritable Enable Owner Darlene Jones VP Etage Service Start 2013 07 01 j ti Deborah Lee CFO Reset By Owner feature has Been t James Campbell CIO added Added more fields for User info 2013 06 12 Message from CEO 2013 04 23 d d Summer BBQ 2013 07 27 d Y lt gt National Access Awareness Week 20130624 20130727 In The Message List shows all messages available at a selected node The information provided for each message in the list includes
13. eSurvey ePerformance Review Report Message Amber Brown VP E Darlene Jones VP 4 Matthew Lee Dir List of Matthew Lee Dir 3 Steven Taylor Dir Login Last Name Deborah Lee CFO James Campbell CIO Role Assigned eFormUser ReportUser lt gt eSurveyUser Recycle Bin Page 1 of 1 First Prev Last Ne Nodes assigned to the selected login Add Edit Remove Roles Reset Password Add Node Remove Node Powered by eDocument Expert from BestSolution CA Copyright 2014 All rights reserved The User List shows all users created at a selected node The information provided for each user in the list includes e Login Login name of the user e Last Name Last name of the user e First Name First name of the user e Last Login Date the user last logged in to the eDocument Expert application e Locked Indicates the user s account is locked If checked the user will not be able to login e Nodes Number of nodes that are assigned to the user e Roles Roles assigned to the user Click the plus sign next to the Login name to see the list of roles assigned e Nodes assigned to the selected login Nodes assigned to the user Click the user from the list to see list of nodes assigned The following functions can be accessed at the bottom of the User List e Add Add a new user 56 eDocument Expert Manual Edit Edit user information Remove Remove a u
14. node name The node s child nodes will be displayed To collapse the node hierarchy click the minus sign next to a node name The node s child nodes will be hidden To hide the Node Explorer click the left arrow on the separating line Click the right arrow to show the Node Explorer again To search for a node click the Find button at the bottom of the Node Explorer In the Node Name field enter either the exact name of the node or the partial name of the node surrounded by wild character signs james for example Matching results are displayed Clicking on the name will bring you to that node in the Node Explorer User Information Self Management You can reset your password and change user details by clicking on your name in the upper right corner of the browser window How to Edit User Information 1 Click on your name in upper right corner of the window 2 Edit fields as desired see User Management section for field constraints 3 Click the Submit button How to Reset Password 1 Click on your name in upper right corner of the window Click Reset Password button Enter New Password range 6 20 characters Confirm Password Click the Submit button ore ON eDocument Expert Manual Chapter 2 Managing the Node Hierarchy eDocument Expert provides the means to build a practically unlimited node hierarchy in a tree based view This is intended to mirror the organizational chart and reflect the employee reporting hie
15. place a checkmark in the corresponding box 8 Click Submit Your selected appraiser can now complete the ePerformance Review appraisal How to Complete an ePerformance Review Appraisal 1 Navigate to the ePerformance Review section in the browser window The list of submitted ePerformance Review self appraisals at your node will be displayed Self appraisals submitted to you are indicated with the value Self in the Appraiser column 2 Select the submitted ePerformance Review that you wish to appraise 3 Click Appraise The ePerformance Review will be displayed with the self appraisal answers populated Required fields are indicated by a red asterisks 4 Complete the ePerformance Review appraisal If you wish to save your answers and submit later then click Save 28 eDocument Expert Manual Once you are ready to submit click Submit If you have not completed required fields or failed any of the validation rules you will not be able to submit and will receive an error message All error sources will be identified If you wish to have the appraisee notified of your submission by email place a checkmark in the corresponding box Click Submit The appraisee can now view your ePerformance Review appraisal How to Reject an ePerformance Review Self Appraisal 1 Navigate to the ePerformance Review section in the browser window The list of submitted ePerformance Review self appraisals at your node will be displayed Select t
16. the owner node of the ePerformance Review you wish to edit From the ePerformance Review List select the ePerformance Review to edit Click Edit The Form Builder interface will be displayed Enter the Name and Description Use the Form Builder interface to remove modify and add question sections questions and answer choices To learn how to use the Form Builder to complete the ePerformance Review see Chapter 6 Building eForms eSurveys and ePerformance Reviews Click Submit once the ePerformance Review is complete Once this step is completed the ePerformance Review will be unposted and all existing ePerformance Review appraisals will be deleted If you do not want the existing appraisals to be deleted instead you should make a copy of the ePerformance Review and edit the copy Click Submit again to confirm You will be returned to the ePerformance Review List How to Remove an ePerformance Review Navigate to the Admin ePerformance Review sub section in the browser window In the Node Explorer select the owner node of the ePerformance Review you wish to remove From the ePerformance Review List select the ePerformance Review to remove Click Remove Once this step is completed the ePerformance Review and all appraisals will be deleted Click Submit to confirm You will be returned to the ePerformance Review List Using ePerformance Reviews 27 eDocument Expert Manual The final three functions described in this chapter
17. 4 08 2013 06 11 2013 06 11 d d Y Kevin Taylor Dir Si Darlene Jones VP Deborah Lee CFO 2012 Performance Review se James Campbell CIO copied t Performance Review Tempiate t 2013 07 11 2013 07 11 Y 2013 03 28 2013 04 13 N The ePerformance Review List shows all ePerformance Review available at a selected node The information provided for each ePerformance Review in the list includes e Name Name of the ePerformance Review e Created Date the ePerformance Review was first created e Updated Date the ePerformance Review was last updated e Posted Date the ePerformance Review was last moved from development to production e Inheritable Indicates if the ePerformance Review is inheritable from owner node to child nodes If checked ePerformance Review appraisals can be completed at the owner node and all child nodes under the owner node If unchecked ePerformance Review appraisals can only be completed at the owner node e Enable Indicates if the ePerformance Review is enabled so that ePerformance Review appraisals can be completed e Owner Indicates if the current node is the owner of the ePerformance Review The owner is the node at which the ePerformance Review was first created The ePerformance Review can be modified only at the owner node 25 eDocument Expert Manual The following functions can be accessed at the bottom of the ePerformance Review List Add Add a new ePerformance Review
18. Reports section To run a report you must be assigned the ReportUser role 39 eDocument Expert Manual eDocument Expert Admin eForm eSurvey ePerformance Review Report Subscriptions of John Smith CEO J Please select a report e Please select a report Audit Dashboard Message List Node List Posted eForm s Summary Posted ePerformance Review s Summary Posted eSurvey s Summary System Login System Report Execution History User List 1 Navigate to the Report section in the browser window The list of subscribed reports at your node will be displayed in a dropdown list 2 Select the report from the dropdown list Enter the parameter values as instructed if applicable 4 Click View The report results will be displayed w Report Menu Bar Go Back Export PDF The report menu bar is displayed above the report The functions include e First Go to the first page in a multiple page report e Prev Go back one page in a multiple page report e Next Go forward one page in a multiple page report e Go Back If a drill through has been performed go back to the parent report if not go back to the Report List 40 eDocument Expert Manual Bundled Report Audit The Audit report displays eDocument Expert system activity over a specified period of time John Smith CEO Steve User 2013 08 11 15 08 27 Login Account 2013 08 11 15 08 40 Logout Account 2013 08 11 15 09 09 Login
19. ailed from all child nodes as well as the owner node then place a checkmark in the Inheritable box If not checked eSurvey request emails can only be sent at the owner node 21 eDocument Expert Manual 6 Place a checkmark in the Enable box to make the eSurvey viewable and usable by eSurvey users If not checked the eSurvey is not available for email requests to be sent although results are still viewable through reports How to Edit an Existing eSurvey Navigate to the Admin eSurvey sub section in the browser window In the Node Explorer select the owner node of the eSurvey you wish to edit From the eSurvey List select the eSurvey to edit Click Edit The Form Builder interface will be displayed Enter the Name and Description Use the Form Builder interface to remove modify and add question sections questions and answer choices To learn how to use the Form Builder to complete the eSurvey see Chapter 6 Building eForms eSurveys and ePerformance Reviews 7 Click Submit once the eSurvey is complete Once this step is completed the eSurvey will be unposted and all existing eSurvey responses will be deleted If you do not want the existing responses to be deleted instead you should make a copy of the eSurvey and edit the copy 8 Click Submit again to confirm You will be returned to the eSurvey List GC e on gt How to Remove an eSurvey Navigate to the Admin eSurvey sub section in the browser window In the Node Exp
20. are related to using ePerformance Reviews and are completed via the ePerformance Review section To submit an ePerformance Review self appraisal you must be assigned the ePerformanceUser role To complete or reject an ePerformance Review appraisal you must be assigned both the ePerformanceUser and ePerformanceAppraiser roles eDocument Expert ePerformance Review Ticket How to Submit an ePerformance Review Self Appraisal 1 Navigate to the ePerformance Review section in the browser window The list of available ePerformance Reviews at your node will be displayed 2 Select the ePerformance Review for which you wish to submit your self appraisal 3 Click Fill In The ePerformance Review will be displayed Required fields are indicated by a red asterisks 4 Complete the ePerformance Review self appraisal If you wish to save your answers and submit later then click Save 5 Once you are ready to submit click Submit If you have not completed required fields or failed any of the validation rules you will not be able to submit and will receive an error message All error sources will be identified 6 Select your appraiser from the dropdown list Possible appraisers include any user with the ePerformanceAppraiser role at your parent node If no such user exists at your parent role then possible appraisers are selected from your grandparent node and so on 7 lf you wish to have your appraiser notified of your submission by email
21. artin Dir Monica Taylor Man Taylor Monica monica taylor False 2013 05 14 06 55 00 mon tay com Deborah Lee CFO Daniel Martin Dir Monica Taylor Man Peter Adams Pete Adam peter adams False 2013 05 14 06 51 00 pet ada com Deborah Lee CFO Melinda Park Dir Park Melinda melinda park False 2013 05 11 10 51 00 park mel hotmail com This report was executed on 2013 08 11 at 04 45 PM Page 1 of 1 Roles Subscribed ReportUser Parameters Fields User Last Name Enter all or part of the user s last name If left blank all last names will be included User First Name Enter all or part of the user s first name If left blank all first names will be included Include Child Nodes Place a checkbox in this box if you would like to view messages created at child nodes as well as the owner node Node Path Node path of the user s owner node The root displayed is the node at which the report is run Last Name Last name of the user First Name First name of the user Login Login name of the user Locked Indicates the user s account is locked If checked the user will not be able to login Last Login Date Time Email Email of the user Drill Throughs None 50 eDocument Expert Manual Chapter 8 Messages eDocument Expert enables the distribution of messages at the organizational departmental and individualized level Messages can be created at any specific node with the option to make it inheritable to
22. at which you wish to add the eForm The selected node will be the owner of the eForm owner node The owner node and the Inheritable status determine at which nodes eForm responses can be submitted Click Add The Form Builder interface will be displayed Enter the Name and Description If you wish to allow users to reset their submitted eForm responses place a checkmark in the Owner Reset box If not checked only eForm administrators can reset submitted eForm responses Use the Form Builder interface to add question sections questions and answer choices to the eForm To learn how to use the Form Builder to complete the eForm see Chapter 6 Building eForms eSurveys and ePerformance Reviews Click Submit once the eForm is complete A new eForm is created You will be returned to the eForm List How to Make a Copy of an Existing eForm Gei Navigate to the Admin eForm sub section in the browser window In the Node Explorer select the node at which you wish to add the eForm copy The selected node will be the owner of the eForm owner node The owner node and the Inheritable status determine at which nodes eForm responses can be submitted From the eForm List select the existing eForm to copy Click Copy A new eForm is created You will be returned to the eForm List The new eForm will have the name of the copied eForm with a suffix added How to Post an eForm arwn Navigate to the Admin eForm sub section in the browser wi
23. ate Response must be in the form YYYY MM DD User provided with a calendar to select from when field is clicked Min Length Response length must at least be the number entered in the validation field Max Length Response length cannot exceed the number entered in the validation field Range Length Response length must at least be the number entered in the first validation field and no greater than the number entered in the second validation field 36 eDocument Expert Manual Chapter 7 Reports eDocument Expert has pre built reports that give users a quick way to see information from multiple responses for eForm eSurvey and ePerformance Review and more This module s functionality can be expanded greatly to provide access to users to any report developed and hosted in SQL Server Reporting Services SSRS on the organization network Reports can be downloaded in different formats including PDF Excel 2003 Excel 2007 10 Word XML CSV etc eDocument Expert Go Back Export POF EN 2012 Performance Review please cick Aporasee Neme io see deisis Jora Seth CEODeriene Jones VPilathew Lee De igtes Smith Men Nathan Smii 2013 06 25 21 00 Darlene Jones Jone Smah CEODeriene Jones VP Vethew Lee De igngn Mel SA Sr on 2013 06 27 16 34 Nathan Smith Senth ManAleisss Sean aleed e wy ww a eaan Brown 2013 06 25 20 58 Naman Smith 2013 06 27 16 41 geed James Tavio 2013 06 27 16 35 Naman Smith Mi eeker Pis e
24. criptions 2 4c2 asi e ida EE hai data Aaa aia cad ae eee es 58 How to Add a Node to a EE 59 How to Remove an Assigned Node from a User 59 How to Reset a User Password DEE 59 eDocument Expert Manual Chapter 1 Navigating the User Interface Login Screen eDocument Expert Login Form Login steve user Password sess E LDAP Authentication Log in To log in direct your web browser to your organization s eDocument Expert local intranet address From the login screen simply enter your user name in the Login field and password in the Password field If the eDocument Expert install is configured for LDAP authentication then place a checkmark in the LDAP Authentication box Finally click Log in Node Selection Please select a NODE you d like to login Daniel Martin Dir Marketing Department Select If more than one node has been assigned to you for example an employee and a department you will be given a choice of node upon log in Click the radio button next to the desired node and click Select Messages After logging in you may be presented with one or more messages If you do not wish to view the message upon next login place a checkmark in the corresponding box and click Confirm eDocument Expert Manual eDocument Expert User Messages Staff Appreciation BBQ Staff Appreciation BBQ will be held in the atrium Friday September 6th from 11 30AM to 1 00PM Hot dogs veggie dogs burgers drink
25. e Name Name of the message e StartDate Date from which the message will be displayed to users e EndDate Date to which the message will be displayed to users e Inheritable Indicates if the message is inheritable from owner node to child nodes If checked message will be displayed upon login to users at the owner node and all child nodes under the owner node If unchecked the message will only be displayed to users at the owner node e Enable Indicates if the message is enabled for users to see upon login e Owner Indicates if the current node is the owner of the message The owner is the node at which the message was first created The message can be modified only at the owner node The following functions can be accessed at the bottom of the Message List e Add Add anew message e Edit Edit an existing message e Remove Remove a message 52 eDocument Expert Manual How to Add a New Message Navigate to the Admin Message sub section in the browser window In the Node Explorer select the node at which you wish to add the message The selected node will be the owner of the message owner node The owner node and the Inheritable status determine which users will see the message upon login Click Add Enter the Name Dates and Description The first Date field is the date from which the message will be displayed to users The second Date field is the date to which the message will be displayed to users The date range
26. e down select it and click Down Repeat as many times as necessary to move it to the desired position within the question Answer Choice Input Types There are twelve answer choice types Answer choices can be added in any combination within a single question None No answer choice provided to user Use this sub type to provide more details about a question or to insert text between other answer choices within the same question CheckBox User can choose as many answer choices as provided in a single question Sub types are CheckBox Single One answer choice for text entered in Answer Choice window Use this sub type when the answer choice requires more than one line or the check boxes 32 eDocument Expert Manual are to be mixed with other answer types in the question e CheckBox Multiple Multiple answer choices one for each new line of text entered in Answer Choice window Use this sub type to quickly input a list of answer choices e CheckBox with Textbox User provided with textbox along with CheckBox Single answer choice Use this sub type if more details are expected from the user when the answer choice is selected Radio User can choose only one answer choice from those provided in a single question Sub types are e Radio Single One answer choice for text entered in Answer Choice window Use this sub type when the answer choice requires more than one line or the radio buttons are to be mixed with other ans
27. e to submit and will receive an error message All error sources will be identified Click Submit again to confirm Your response will now be viewable by users permitted to do so by their place in the node hierarchy How to View an eForm Response gt A Navigate to the eForm section in the browser window In the Node Explorer select the user s node where the response was submitted The list of available eForms at that node will be displayed Those with submitted responses will have a date time populated in the Submitted field Select the eForm response you wish to view Click View The submitted eForm response will be displayed To exit click Go Back to List How to Reset a Submitted eForm Response PONS Navigate to the eForm section in the browser window In the Node Explorer select the user s node where the response was submitted Select the eForm response you wish to reset If you are the owner of the response click Reset by Owner If you are an administrator Click Reset Click Submit to confirm The submitted response will be reset All answers are saved but only viewable by the owner of the original response 18 eDocument Expert Manual Chapter 4 eSurvey eSurvey is a tool to request collect and analyse feedback from multiple users on any number of different topics Survey participation requests can be sent via SMTP or any popular Mail Client such as Outlook Gmail etc Data from every completed survey will be co
28. eDocument Expert User Guide Version 1 2 eDocument Expert Manual Table of Contents Chapter 1 Navigating the User Interface cccceceeeeeeeeeeeeeeeeeeeeeeeeeeeeeaaeeeaaeeaaeeeeaeeeeees 5 LOGIN SCIOCW EE 5 ele e TEE 5 MESSAQCS EE 5 Main Menu EE 6 Admi KE e 7 Navigating the Node Hierarchy s c ic2i3tessases deveeas inet earch A dEERedEER Ed ENEE SERA 7 User Information Self Management cceecceeeecceeeeeceeeeeceeeeeeeeeeeceeeeeseeeeeesneeesnaeeeenaeeeenaeeee 8 Chapter 2 Managing the Node Hierarchy sssssesseenneessreessrssserreerrrrerrrrrrrrnrnrnnnnnnnneen 9 Ewe Uer ee 9 HowtoAdd a ee EE 10 Howto Edita EE 10 ele e Benn 10 How to Move a Node within the Hierarchy ccceceeccceeeseeceeeeeeeeeeeeeeeeeeeesenseeeeeeeeseeeeeeneeeeeees 11 How to Move a Node s Child Nodes to Another Node AAA 11 Managing Node Ty EEN 11 How to Add a Node KEE 12 Howto Edita INOCe Ty DG istic cece tt sis eterna anes ET 13 How to Set Node Types Available at a Node kA 13 How to Remove a Node Jupe deet Ee nadsenaeniedgeeteeaierial iieeebaiieardeetietiean 13 ate 3 GROEN BEE EE 14 MANAGING RTE 15 How to Add a New eFormM EEN 16 How to Make a Copy of an Existing GEET eege gett vd deg gebeten Gees 16 ale EE KE EE 16 ele Ve Ct Ant EXisting EE 17 How to Remove an GI ORM EE 17 Cee Re ere E 17 How to Submit an eForm E EE 18 How to View an eForm ReSponse s iiashctac acces beiedshhndheteieeetdiaes Mie eae 18 How to Reset a S
29. ection text into the provided textbox maximum 1000 characters and click Submit The question section provides structure to an eForm intended to group related questions together Question sections are labelled with an S followed by an incremental integer from 1 up to the total number of question sections in the eForm To add a question click Add from the Question Section menu The Add Question window opens Type the question text into the provided textbox maximum 1000 characters and click Submit The question is labelled as a question section initially Adding an answer choice will transform it into a question Questions are labelled with a Q followed by an incremental integer from 1 to the total number of questions within the question section To add an answer choice click Add from the Answer Choice menu The Add Answer Choice s window opens Select the Input Type from the dropdown list and type the answer choices in the provided textbox maximum 300 characters Select if an answer response is Required and if applicable select the response Validation method When done click Submit Repeat these three steps as many times as necessary to complete the desired eForm Modifying Forms Using the Question Section and Answer Choice Menus The two Form Builder menus have five functions each Add Edit Copy Remove Up Down These provide all the tools necessary to complete any form Question Section Menu Add If you want to add a ques
30. ed on 2013 08 11 at 04 24 PM Page 1 of 1 Roles Subscribed eSurveyAdmin Parameters e Include Child Nodes Place a checkbox in this box if you would like to include eSurvey responses at child nodes as well as the owner node e eSurvey Name Enter all or part of the eSurvey name If left blank all eSurveys will be displayed Fields e eSurvey Name Name of the ePerformance Review e Post Date Date the eSurvey was last moved from development to production e Enable Indicates if the eSurvey is enabled so that eSurvey users can email survey requests e Answer Count Number of eSurvey responses that have been submitted Drill Throughs e Table of response answers by DateTime of the response and IP Address 47 eDocument Expert Manual Bundled Report System Login The System Login report graphically displays login activity by hour over a specified time range Login Activity Date Ranges 2012 08 13 2013 08 24 Login s Hour s E a S O E a This report was executed on 2013 08 11 at 04 27 PM Page 1 of 1 Roles Subscribed SystemAdmin Parameters e Start Date Enter the start of the date range to include for login activity e End Date Enter the end of the date range to include for login activity Axes e Login Count Number of logins e Hour Hour of login Drill Throughs None 48 eDocument Expert Manual Bundled Report System Report Execution History The System Report Execution History r
31. elds e Node Path Node path with the node from which the report is run as the root e Message Name Type of the node e g corporate title department etc e Miscellaneous 1 Miscellaneous text field one e Miscellaneous 2 Miscellaneous text field two e Miscellaneous 3 Miscellaneous text field three e Description Description of the node Drill Throughs None 44 eDocument Expert Manual Bundled Report Posted eForm Summary The Posted eForm Summary report displays a list of posted eForms and provides the drill through option to view response answers for each eForm Contacts 2013 02 21 True Employee Info 2013 02 21 True 6 Emergency Contact 2013 06 27 True 0 This report was executed on 2013 08 11 at 03 05 PM Page 1 of 1 Roles Subscribed eFormAdmin Parameters e Include Child Nodes Place a checkbox in this box if you would like to include eForm responses at child nodes as well as the owner node e eForm Name Enter all or part of the eForm name If left blank all eForms will be displayed Fields e eForm Name Name of the eForm e Post Date Date the eForm was last moved from development to production e Enable Indicates if the eForm is enabled for eForm users to view and complete e Submit Count Number of responses submitted Drill Throughs e Table of response answers by Node Path e eForm response for specific node 45 eDocument Expert Manual Bundled Report Posted ePerformance Review Summary The Pos
32. eport displays a list of reports executions over a specified period of time Dashboard 2013 08 05 18 27 52 HTML4 0 Answered eSurveys Detail Matrix 260 2013 08 05 18 28 24 92 HTML4 0 Dashboard 383 2013 08 05 18 28 29 7 HTML4 0 Dashboard 5 2013 08 05 22 48 29 7 HTML4 0 This report was executed on 2013 08 11 at 04 35 PM Page 1 of 1 Roles Subscribed SystemAdmin Parameters e Start Date Enter the start of the date range to include for report execution activity e End Date Enter the end of the date range to include for report execution activity e Time Data Retrieval ms gt Enter minimum report execution time to include If left blank all report executions will be included e Report Name Enter all or part of the report name If left blank all reports will be included Fields e Name Name of the report e Time Data Retrieval Data retrieval time in milliseconds e Time Start Date and time the report was run e Time Processing Total report execution time in milliseconds e Format Output format for report execution Drill Throughs None 49 eDocument Expert Manual Bundled Report User List The User List report displays a list of all users created at the owner node and optionally child nodes Deborah Lee CFO Deb Lee deborah lee False 2013 05 14 06 54 00 deb lee com Deborah Lee CFO Daniel Martin Dir Martin Daniel daniel martin False 2013 06 24 20 55 00 dan martin com Deborah Lee CFO Daniel M
33. ere 31 Answer Choice Input Ke 32 Chapter 7 le 37 Managing Reports EE 37 How to Add a New Report dE 38 How to Edit an Existing Report EE 39 HOW 1G REMOVE a REDON EE 39 Running a Report eea a EEEE EEA AEA EEK Aaa 39 eDocument Expert Manual EC EE ee ee EE aa ta aS ee de a 40 Bundled Een 41 Bundled Report Dashboard ss sssccs scared tence Suedel EE 42 Bundled Report Message EE 43 Bundled Report NOUS Lista miniseries tienneen a a iaae dara aa S e 44 Bundled Report Posted eForm Gummanm vk 45 Bundled Report Posted ePerformance Review SUmMmMary ccceeceeeereeeeeeeteeeeeteneeesnteeetsaees 46 Bundled Report eSurvey SUMMAIYy dees dase sates dee geit Geen tela nnne 47 Bundled Report System Login EE 48 Bundled Report System Report Execution History Ak 49 Bundled Report User E EE 50 Chapter 8 MeSSadeSin nice n tits E eet ege et ere de EE 51 Managing MeSSageS EE 52 How to Add a Ee EE 53 How to Edit an Existing Message EE 53 How to Remove E EE 53 Ghapter 9 Nie 54 ele Oe Re Re EE 54 How to Edita Ticket ot on athe natasha Dea Nahm Dad oa cate ed ciated oul ated ce tdi ans 54 How to View a Ticket and Add a Comment 55 How to Change a ae 55 Chapter 10 Managing AE 56 FIOW TO Ee EE 57 How to Edit User Information irienn ER A EE E EEN 57 How to ENER 57 How to Lock Unlock a User Account EE 57 How to Manage User Rolesi ss sicseccsigcscfesesteataeeiascbonvasedeid iq absdaceapetinetpar iad teenies mavdetenedeecdls 58 User Roles and Des
34. es e Name Name of the ticket e Category Issue Service Order or Purchase Order e Status Open Reopen Cancel Processing or Close e Created Date the ticket was first created e Updated Date the ticket was last updated The following functions can be accessed at the bottom of the Ticket List Add Add a new ticket View View a ticket can add a comment or change the status Edit Edit an existing ticket Remove Remove a ticket How to Add a Ticket To add a ticket you must have the TicketUser role 1 Navigate to Ticket section in the browser window 2 Inthe Node Explorer select the node at which you wish to add the ticket the owner node Click the Add button 4 Enter the Name Category and Description Category options include Issue Service Order and Purchase Order 5 If you want to include a file click Choose File and select the file from your folder directory Only one file is allowed and it cannot exceed 5MB in size 6 Click the Submit button A new ticket is created You will be returned to the Ticket List Gei How to Edit a Ticket To edit a ticket you must have the TicketUser role and you must have created the ticket Navigate to Ticket section in the browser window In the Node Explorer select the owner node of the ticket you wish to edit Click the Edit button Edit fields as desired he ae ba 54 5 eDocument Expert Manual Click the Submit button The ticket informa
35. eview Report 2 1 Perfect attendance 4 2 Treats co workers with respect Employee Does not meet Partially meets Meets Exceeds Mar ager Does not meet Partially meets Meets Exceeds Teamwork 7 zeen EDocument Expert lt gt 1 Takes eto g n s2 27 Willing to sta Admin eform eSurvey ePerformance Review Report Employee c 3 Manag e James Taylor List of Nathan Smith Man V ager John James Name Appraiser Appraisee Positive Attitud Megan Brown 2012 Performance Review Darlene Jones Ser e Erg ee i 2012 Performance Review Sei Melissa Smith ploy Seite Smith Melissa Smith 2012 Performance Review Selt Megan Brown Aan e Manage Pa 2012 Performance Review Sen James Taytoe 2012 Performance Review Sen John James Cammonts s z lt gt Jorn ance Fir ee D D begoen CA Cop t Hee 24 eDocument Expert Manual Managing ePerformance Reviews The Admin ePerformance Review sub section of eDocument Explorer allows you to add copy edit remove and post an ePerformance Review To manage ePerformance Reviews you must be assigned the ePerformanceAdmin role eDocument Expert Admin eform eSurvey ePerformance Review Report Ticket John Smith CEO Node User eForm eSurvey ePerformance Review Report Message Amber Brown VP e 8 Jack Smith Dir List of John Smith CEO Name Created Updated Posted Inheritable Enable Owner 2012 Performance Review 2013 0
36. h to remove Click the Remove button Click the Submit button to confirm The user is deleted and will not be able to login You will be returned to the User List How to Lock Unlock a User Account 57 EN Kn eDocument Expert Manual Navigate to Admin User sub section in the browser window In the Node Explorer select one of the user s node Select the user whose account you wish to lock Click the Edit button Place a checkmark in the Locked field Click Submit The user will not be able to login until the account is unlocked To unlock repeat the above steps except remove the checkmark How to Manage User Roles PO Sl BOs Ns User List Navigate to Admin User sub section In the Node Explorer select one of the user s node Select the user you wish to assign roles to and or revoke roles from Click the Roles button Place a checkmark beside each role you wish to assign to the user Remove a checkmark from each role you wish to revoke from the user Click the Submit button The user s roles will be updated You will be returned to the User Roles and Descriptions Role Description Sections Enabled eFormAdmin Add edit remove and post an eForm Admin eForm and reset a submitted eForm eFormUser Write view and submit an eForm eForm UserAdmin Add edit and remove an user and Admin User assign roles to a selected user NodeAdmin Add edit remove a node from a node Admin Node hierarchy NodeTypeAdmin
37. he Move Child Node s Only button The child nodes of the selected node are moved arwns Managing Node Types The Admin Node Type sub section of eDocument Expert allows you to manage the node hierarchy by adding editing setting and removing node types To manage node types you must be assigned the NodeTypeAdmin role 11 eDocument Expert Manual OO eDoc ent Expert Hello Steve User Log out Admin eForm eSurvey ePerformance Review Report Ticket E sone Sen CEG Node User eForm eSurvey l ePerformance Review Report Message Amber Brown VP Darlene Jones VP Matthew Lee Dir d g Group Name Steven Taylor Dir E corporate Department Deborah Lee CFO D IName Description James Campbell CIO 10 Company Company Recycle Bin 15 Finance Finance Department 20 Purchasing Purchasing Department Node Type List at Deborah Lee CFO 25 Human Resource HR Department 30 Information Services IS Department elp _ 50000 Pharmacy Pharma Department en E Corporate Title ID Name Description 100 CEO Chief Executive Officer i 110 VP Vice President 112 do Chief Information Officer 113 CFO Chief Finance Officer 120 AVP Assistant Vice President 130 Director Director 140 Manager Manager EE 150 Employee Employee Set Node Types 4 Add Edit Remove ann oannaam Enabled Owner Powered by eDocument Expert from BestS
38. he submitted ePerformance Review that you wish to reject Click Reject If you wish to have the appraisee notified of your rejection by email place a checkmark in the corresponding box Click Submit The appraisee can now re submit their ePerformance Review self appraisal 29 eDocument Expert Manual Chapter 6 Building eForms eSurveys and ePerformance Reviews Any time you add or edit an eForm eSurvey or ePerformance Review the Form Builder interface opens The Form Builder is an easy to use tool common to these three eDocument Expert modules This chapter provides you with information on e How to build a form by adding question sections questions and answer choices e Using the Question Section and Answer Choice menus to modify a form e The different answer choice types and validation methods eForm Example Edit John Smith CEO Name eForm Demo Edit Description This is an eForm demo Se 21 100 Remove Owner Reset V 1 Emergency Contact Info Q1 Contact Name Q2 Relationship Select One Le Q3 Language Select One Le Q4 Dau Phone Q5 Evening Phone Q6 Email Address 2 Emergency Address Info Q1 Same As Employee Address E Yes Q2 Address Line 1 Submit Cancel 30 eDocument Expert Manual Adding Question Sections Questions and Answer Choices 1 To add a question section click Add in the Question Section menu The Add Question window opens Type the question s
39. llected and populated into the eSurvey results set eDocument Expert Admin eform eSurvey ePerformance Review Report Ticket John Smith CEO F Amber Brown VP List of John Smith CEO 3 Darlene Jones VP Name No of Answers e Deborahtee cro 1 Employee Engagement Suey 0 S Food Service Options Survey 0 Bomen Campbell CIO 1S Customer Service 0 Smoking Survey 0 Survey SQL Training 6 Survey for 2013 Vacation 0 lt gt Send eSurvey by SMTP x TO amber bromebestsclution ca dariene jonesSbe CC ecc Subject Survey SQL Training Please click this link te fil in the eSurve Find Mad C Subas Cance 19 eDocument Expert Manual Managing eSurveys The Admin eSurvey sub section of eDocument Explorer allows you to add copy edit remove and post an eSurvey To manage eSurveys you must be assigned the eSurveyAdmin role eDocument Expert Admin eform eSurvey ePerformance Review Report Ticket S Node User eForm ePerformance Review Report Message Gi Amber Grown VP Jack Smith Dir List of John Smith CEO Name Created Updated Posted Inheritable Enable Owner Kevin Taylor Dir Darlene Jones VP o CFO H Deborah Lee CFO Survey SQL Training 2013 02 22 2013 02 22 2013 02 22 7 7 Y James Campbell CIO Survey Template Survey for 2013 Vacation Survey for Vacation x 2013 06 25 2013 06 25 N template lt i gt Page it of i First Pre
40. lorer select the owner node of the eSurvey you wish to remove From the eSurvey List select the eSurvey to remove Click Remove Once this step is completed the eSurvey and all responses will be deleted 5 Click Submit to confirm You will be returned to the eSurvey List Pon gt Using eSurveys The final three functions described in this chapter are related to using eSurveys and are completed via the eSurvey section To complete you must be assigned the eSurveyUser role eDocument Expert ePerformance Review Ticket How to Email an eSurvey Request by Mail Client 22 eDocument Expert Manual Navigate to the eSurvey section in the browser window The list of available eSurveys at your node will be displayed Select the eSurvey you wish to email requests for Click Mail Client eDocument Expert will open your computer s default mail client message composer The composer will be populated with the eSurvey title in subject line and the eSurvey request address in the body Enter email address es to send the request to modify the message title and body if desired and send Your eSurvey audience will now be able to submit responses How to Email an eSurvey Request by SMTP 1 Navigate to the eSurvey section in the browser window The list of available eSurveys at your node will be displayed Select the eSurvey you wish to email requests for Click SMTP Simple Mail Transfer Protocol The Send eSurvey by SMTP wind
41. ndow In the Node Explorer select the owner node of the eForm you wish to post From the eForm List select the eForm to post Click Post The eForm is now moved from development to production If you wish to allow eForm responses to be submitted at all child nodes as well as the owner node place a checkmark in the Inheritable box If not checked eForm responses are only permitted at the owner node 16 eDocument Expert Manual 6 Place a checkmark in the Enable box to make the eForm viewable and usable by eForm users If not checked the eForm cannot be accessed through the eForm section although results are still viewable through reports How to Edit an Existing eForm Navigate to the Admin eForm sub section in the browser window In the Node Explorer select the owner node of the eForm you wish to edit From the eForm List select the eForm to edit Click Edit The Form Builder interface will be displayed Enter the Name and Description If you wish to allow users to reset their submitted eForm responses place a checkmark in the Owner Reset box If not checked only eForm administrators can reset submitted eForm responses 7 Use the Form Builder interface to remove modify and add question sections questions and answer choices To learn how to use the Form Builder to complete the eForm see Chapter 6 Building eForms eSurveys and ePerformance Reviews 8 Click Submit once the eForm is complete Once this step is completed the eF
42. nswer choice is added for each new line of text entered in Answer Choice window Use this sub type when there are many possible answer choices and space on the form must be conserved When the Required option is on for this sub type the user must select a choice other than the first in the list Select One Select One l Spouse Father Mother Son Daughter Brother i Sister Aunt Uncle Other Family Friend Physician Score Score answer choices are specific to ePerformance Review only The purpose of the Score answer choice is so that the appraisee employee and appraiser manager can select answer choices from the options where the results can be viewed side by side Sub types are 35 eDocument Expert Manual Score Radio Multiple Employee and manager each choose one answer choice from those provided in a series of radio buttons Score DropDown Employee and manager each choose one answer choice from those provided in a dropdown list Does not meet SA Comments Partially meets Meets Q1 Employee Exceeds Validation Methods There are eight validation methods applicable to TextBox answer choice types only Use validation methods to ensure user responses meet a desired format Email Response must adhere to email standard e g local domain xyz Numeric Only numeric characters are allowed 0 through 9 Alphanumeric Only alphanumeric characters are allowed A through Z 0 through 9 D
43. o the Admin NodeType sub section in the browser window Select the node type you wish to edit Click the Edit button Edit fields as desired Click the Submit button The node type details are updated Nodes of this node type are also updated accordingly How to Set Node Types Available at a Node Navigate to the Admin NodeType sub section in the browser window In the Node Explorer select the node at which you would like to set node types Place a checkmark in the Enabled box of each node type you would like to make available when adding child nodes Click the Set Node Types button Click Submit to confirm Whenever a new child node is added under this node only those node types set will be available How to Remove a Node Type Navigate to tge Admin NodeType sub section in the browser window Select the node type you wish to remove Click the Remove button The node type can only be removed if it is not assigned to any nodes If it is you will get a message indicating this Before removal you will need to change each node of this node type to a different node type Click Submit to confirm The node type is removed 13 eDocument Expert Manual Chapter 3 eForm eForm gives organizations the ability to replace paper based forms allowing users to submit access and manage information online Users can fill out an eForm to make their information viewable by those in their parent node path e g manager director salesperson etc
44. olution CA Copyright 2014 All rights reserved The information provided for each node type includes e Group Name Name of the group the node type belongs to e ID Unique identifier of the node type e Name Name of the node type This is what is seen within the details of each node e Description Description of the node type e Enabled Owner At the current node indicates which node types are available when adding child nodes Owner indicates what is currently set Enabled is used to change the node types set The following functions can be accessed for the selected node node type e Set Node Types Set the node types available when adding child nodes at the current node e Add Add a new node type e Edit Edit the selected node type e Remove Remove the selected node type How to Add a Node Type 12 eDocument Expert Manual Navigate to the Admin NodeType sub section in the browser window Your current position in the node hierarchy does not have any impact when adding editing or removing node types If desired select the Group Name title of the group you wish to add the node type to Click the Add button Enter the Group Name If a group was selected first this field will be auto populated Entering a Group Name not already in use will result in the creation of a new group Enter the Name and Description Click the Submit button The node type is now created How to Edit a Node Type Sit PON e Navigate t
45. orm will be unposted and all existing eForm responses will be deleted If you do not want the existing responses to be deleted instead you should make a copy of the eForm and edit the copy 9 Click Submit again to confirm You will be returned to the eForm List oor on gt How to Remove an eForm Navigate to the Admin eForm sub section in the browser window In the Node Explorer select the owner node of the eForm you wish to remove From the eForm List select the eForm to remove Click Remove Once this step is completed the eForm and all responses will be deleted Click Submit to confirm You will be returned to the eForm List OV bic Using eForms The final three functions described in this chapter are related to using eForms and are completed via the eForm section To complete you must be assigned the eFormUser role eDocument Expert eSurvey ePerformance Review Ticket 17 eDocument Expert Manual How to Submit an eForm Response 1 Navigate to the eForm section in the browser window The list of available eForms at your node will be displayed Select the eForm you wish respond to Click Fill In The eForm will be displayed Required fields are indicated by a red asterisks Complete the eForm If you wish to save your answers and submit later then click Save Once you are ready to submit click Submit If you have not completed required fields or failed any of the validation rules you will not be abl
46. ort Delivery Email Delivery Ftp and Delivery Shared Directory e Log Group Log group system activity belongs to e Details Details of the system activity log Drill Throughs None 41 eDocument Expert Manual Bundled Report Dashboard The Dashboard report graphically presents volume of eSurvey responses ePerformance Review appraisals compared to submissions by appraiser Please click the number on the graph to see the details eSurvey s ME Food Services Survey WE Survey SQL Training James Wilson Jack Smith Nathan Smith amber brown Darlene Jones This report was executed on 2013 08 11 at 05 03 PM Page 1 of 1 Roles Subscribed ReportUser Parameters None Graphs e eSurvey s Count of eSurvey responses by eSurvey e Performance Review Appraised Count based on Submit Count Ratio of ePerformance Review appraisals completed to ePerformance Review self appraisals submitted by appraisee Drill Throughs e Via the eSurvey s graph labels table of response answers by DateTime of the response and IP Address 42 eDocument Expert Manual Bundled Report Message List The Message List report displays a list of all existing Messages created at the owner node and optionally child nodes John Smith CEO Staff Appreciation BBQ will be held in the atrium Friday September 6th from 11 30AM to 1 00PM Hot dogs veggie dogs burgers drinks and snacks This report was executed on 2013 09 07 at
47. ort results in Options include CSV comma delimited Excel 2003 Excel 2007 2010 PDF TXT tab delimited Word 2003 and Word 2007 2010 In the Roles section place a checkmark in each of the boxes next to the roles you wish to subscribe the reports to Only users having the selected roles will be able to access the report Click Submit If you wish the report to be accessible to subscribed users at all child nodes as well as the owner node then place a checkmark in the Inheritable box If not checked the report will only be available to subscribed users at the owner node Place a checkmark in the Enable box so that the report will be available to subscribed users How to Edit an Existing Report gr e ON Navigate to the Admin Report sub section in the browser window In the Node Explorer select the owner node of the report you wish to edit From the Report List select the report to edit Edit fields as desired Click Submit You will be returned to the Report List The report will be updated as edited How to Remove a Report SL PB ON Navigate to the Admin Report sub section in the browser window In the Node Explorer select the owner node of the report you wish to remove From the Report List select the report to remove Click Remove Once this step is completed the report will be deleted Click Submit to confirm You will be returned to the report List Running a Report Running reports are completed via the
48. ow will open The window will be populated with the eSurvey title in subject line and the eSurvey request link in the body Enter email address es to send the request to modify the message title and body if desired and send Your eSurvey audience will now be able to submit responses note if the message was undeliverable you will get an error message How to Respond to an eSurvey 1 To respond to an eSurvey follow the link in the email request The eSurvey will be displayed Required fields are indicated by a red asterisks Complete the eSurvey and click Submit If you have not completed required fields or failed any of the validation rules you will not be able to submit and will receive an error message All error sources will be identified Click Submit again to confirm To view eSurvey responses use Reports Note you will be able to identify multiple responses sent from the same device based on the IP address 23 eDocument Expert Manual Chapter 5 ePerformance Review ePerformance Review creates a single document for each review in which the employee s self appraisal is combined with the managerial appraisal so that results can be viewed side by side In the review process managers and employee can complete their parts on individual timelines and notify one another upon completion Managers are given a single view to see all pending and completed appraisals eDocument Expert Admin eform eSurvey ePerformance R
49. oyee s self appraisal and the manager s appraisal are combined so that results can be viewed side by side Clicking on this tab will show you a list of the available ePerformance Reviews to complete as an employee and if you are an eDocument Expert Manual ePerformanceAppraiser submitted ePerformance Reviews to appraise as a manager You will see this tab if you have the ePerformanceUser role e Report Reports provide a quick way to see information from multiple responses for eForm eSurvey and ePerformance Review and more The Report module functionality can be expanded to provide access to any report developed and hosted in SQL Server Reporting Services SSRS on the company network Clicking on this tab will bring you to a list of subscribed reports You will see this tab if you have the ReportUser role e Ticket The ticket section provides a means to report issues and submit change requests to eDocument Expert support You will see this tab if you have the TicketAdmin role or TicketUser role Admin Sub Sections Node NodeType User eForm eSurvey ePerformance Review Report Message The admin section is comprised of seven sub sections What is displayed depends on the user roles assigned to you e Node Add edit remove and move nodes Available if you have the NodeAdmin role e NodeType Add edit set and remove node types Available if you have the NodeTypeAdmin role e User Add edit and remove users a
50. rarchy The parent child relationship between nodes drives how information is shared and protected in eDocument Expert Managers in the parent node position are able to view eForm and ePerformance Review information about employees reporting under them child node position but not of employees in other branches of the hierarchy The node hierarchy plays a key role in the functionality of all the features of eDocument Expert Every object created eForm eSurvey ePerformance Review belongs to a node Access to use the object and view object responses depends on which node a user belongs to For example if you are a manager you can view eForm responses by your employees but not responses of employees in another department Managing Nodes The Admin Node sub section of eDocument Expert allows you to manage the node hierarchy by adding editing removing and moving nodes To manage the node hierarchy you must be assigned the NodeAdmin role OD eDoc ent Expert Hello Steve User Log out Admin eForm eSurvey ePerformance Review Report Ticket pete enn CED Node NodeType User eForm eSurvey ePerformance Review Report Message Amber Brown VP 4 Jack Smith Dir Kevin Taylor Dir Detail of Jack Smith Dir Darlene Jones VP Name Jack Smith Dir Deborah Lee CFO Type Director Created 2013 02 20 Updated 2015 05 24 Description IS Department Misc 1 Misc 2 Misc 3
51. s and snacks T Do not show next time National Access Awareness Week Information and activities in the foyer dl Do not show next time Confirm Main Menu eDocument Expert Admin eForm eSurvey ePerformance Review Report Ticket The eDocument Expert user interface gives you access to all application functionality via any common web browser Along the top you will see the main menu with one or more of the following tabs depending on the user roles assigned to you e Admin The admin section is a place to create and maintain application objects including Node NodeType User eForm eSurvey ePerformance Review Report Message You will see this tab if you have at least one of following roles NodeAdmin NodeTypeAdmin UserAdmin eFormAdmin eSurveyAdmin ePerformanceAdmin ReportAdmin MessageAdmin The admin sub sections are described in the next section e eForm eForm gives organizations the ability to replace paper based forms allowing users to submit access and manage information online You will see this tab if you have the eFormUser role e eSurvey eSurvey is a tool to request collect and analyse feedback from multiple users on any number of different topics Clicking on this tab will show you a list of the available eSurveys at the current node You will see this tab if you have the eSurveyUser role e ePerformance Review ePerformance Review creates a single document for each review in which the empl
52. ser Roles Assign roles to a user or revoke roles from a user Reset Password Reset a user s password Add Node Assign an additional node to the user Remove Node Remove an assigned node from the user This function is only available if the user has more than one node assigned and a node is selected from the list How to Add a User a Navigate to Admin User sub section in the browser window In the Node Explorer select the node at which you wish to add the user the user s node The user will have permission to view responses from all child nodes under the user s node Click the Add button Complete the fields Login Last Name First Name and Email are required Email must adhere to email standard e g local domain xyz Enter and confirm the password The password length range is 6 20 characters Click the Add button The user is now created and can login with the provided credentials You will be returned to the User List How to Edit User Information E k n Navigate to Admin User sub section in the browser window In the Node Explorer select one of the user s node Select the user whose information you wish to edit Click the Edit button Edit fields as desired Click the Submit button The user s information is updated You will be returned to the User List How to Remove a User OP CON Navigate to Admin gt User sub menu In the Node Explorer select one of the user s node Select the user you wis
53. ser sub section In the Node Explorer select the user s node Select the user Select the node to remove from the Nodes assigned to the selected login list Click the Remove Node button Note You will not be able to remove users from the node at which you logged in Click the Submit button to confirm The user will no longer be able to login under this node You will be returned to the User List How to Reset a User Password O O1 Rs Que Navigate to Admin gt User sub section In the Node Explorer select the user s node Select the user Click the Reset Password button Enter and confirm new password The password length range is 6 20 characters Click the Submit button The user can login with the new password You will be returned to the User List 59
54. ssign roles to users reset passwords for users add and remove additional nodes to and from users Available if you have the UserAdmin role e eForm Add copy edit remove and post eForms Available if you have the eFormAdmin role e eSurvey Add copy edit remove and post eSurveys Available if you have the eSurveyAdmin role e ePerformanceReview Add copy edit remove and post ePerformance Reviews Available if you have the ePerformanceAdmin role e Report Add edit and remove reports Available if you have the ReportAdmin role e Message Add edit and remove messages Available if you have the MessageAdmin role John Smith CEO Navigating the Node Hierarchy H Amber Brown VP Darlene Jones VP The Node Explorer is displayed in the left hand pane of the d Deborah Lee CFO browser window When you login the node at which your account James Campbell CIO was created is displayed along with its child nodes Each two connected nodes have a parent child relationship The child node is displayed to the bottom and right of the parent node eDocument Expert Manual and connected by a dotted line Each parent node can have multiple child nodes while a child node can only have one parent node The relationship between parent and child nodes plays a key role in the functionality of eDocument Expert as will be further explained in later chapters lo expand the node hierarchy click the plus sign next to a
55. t Agreement 2013 05 05 2013 05 05 N template Leave Form mark up for 2013 06 15 2013 07 10 N manual Page t of 1 Dt Prey Last Next Find Add Copy Edit Remove Post The eForm List shows all eForms available at a selected node The information provided for each eForm in the list includes e Name Name of the eForm e Created Date the eForm was first created e Updated Date the eForm was last updated e Posted Date the eForm was last moved from development to production e Inheritable Indicates if the eForm is inheritable from owner node to child nodes If checked eForm responses can be submitted at the owner node and all child nodes under the owner node If unchecked eForm responses can only be submitted at the owner node e Enable Indicates if the eForm is enabled for eForm users to view and complete e Owner Indicates if the current node is the owner of the eForm The owner is the node at which the eForm was first created The eForm can be modified only at the owner node The following functions can be accessed at the bottom of the eForm List e Add Add anew eForm e Copy Make a copy of an existing eForm 15 eDocument Expert Manual Edit Edit an existing eForm Remove Remove an eForm Post Move an eForm from development to production so that it can be used by eForm users How to Add a New eForm te Navigate to the Admin eForm sub section in the browser window In the Node Explorer select the node
56. ted Performance Review Summary report displays a list of posted ePerformance Reviews and provides the drill through option to view submitted ePerformance Review appraisals 2012 Performance Review 2013 06 11 True This report was executed on 2013 08 11 at 04 13 PM Page 1 of 1 Roles Subscribed ePerformanceAdmin ePerformanceAppraiser Parameters e ePerformance Review Name Enter all or part of the ePerformance Review name If left blank all ePerformance Reviews will be displayed Fields e ePerformance Review Name Name of the ePerformance Review e Post Date Date the ePerformance Review was last moved from development to production e Enable Indicates if the ePerformance Review is enabled so that ePerformance Review appraisals can be completed e Appraise Count Number of ePerformance Review self appraisal submissions that have been appraised by a manager e Submit Count Number of ePerformance Review self appraisals that have been submitted Drill Throughs e Table of ePerformance Review submission details by Node Path e ePerformance Review submission and appraisal responses for specific appraisee 46 eDocument Expert Manual Bundled Report eSurvey Summary The Posted eSurvey Summary report displays a list of posted eSurveys and provides the drill through option to view response answers for each eSurvey Survey SQL Training 2013 02 22 True Survey for 2013 Vacation 2013 06 26 True 0 This report was execut
57. tion is updated You will be returned to the Ticket List How to View a Ticket and Add a Comment To view a ticket and add a comment you must have either the TicketUser or TicketAdmin role OVP ON D Navigate to ticket section in the browser window In the Node Explorer select the owner node of the ticket you wish to view Click the View button Click the Add Comment button Enter comment text If you wish to notify the user who created ticket place a checkmark in the corresponding box Click the Submit button If you wish to delete the comment click Delete To exit click the Go Back to List button How to Change a Ticket Status To change a ticket status you must have TicketAdmin 1 2 SO SP Navigate to Ticket section in the browser window In the Node Explorer select the owner node of the ticket you wish to change the status of Click View button Click Change Status button Select new status Open Reopen Cancel Processing or Close Click the Submit button To exit click the Go Back to List button 55 eDocument Expert Manual Chapter 10 Managing Users The Admin User sub section of eDocument Explorer allows you to add edit and remove users assign roles to users and reset user passwords To manage users you must be assigned the UserAdmin role OO eDocument Expert Admin eForm eSurvey ePerformance Review Report Ticket ee Node l NodeType User eForm
58. tion section or question select the question section or question to place it after and click Add A question section will become a question once an answer choice is added to it Edit If you want to edit a question section or question text select it and click Edit Copy If you want to copy a question section or question select it and click Copy The copy will be place below the original Up If you want to move a question or question section up select it and click Up Repeat as many times as necessary to move it to the desired position Down If you want to move a question or question section down select it and click Down Repeat as many times as necessary to move it to the desired position 31 eDocument Expert Manual Answer Choice Menu Add If you want to add an answer choice select the question section or question to add it to and click Add If the answer choice is added to a question section the questions section will be transformed into a question If the answer choice is added to a question the answer choice will be added at the bottom of the question Edit If you want to edit an answer choice select it and click Edit Copy If you want to copy answer choice select it and click Copy The copy will be place below the original Up If you want to move an answer choice up select it and click Up Repeat as many times as necessary to move it to the desired position within the question Down If you want to move an answer choic
59. ubmitted Form Response cceeececeeeceeeeeceeeeeeeeeeseeeseseeeeeeeeeneeeenaeeeenaees 18 eDocument Expert Manual ENEE 19 Managing EE 20 How to Add EE EE 21 How to Make a Copy of an Existing CSurvey EEN 21 How to Post Ee EE 21 How to Edit an Existing E E 22 FLOW 10 En VR 22 USING E 22 How to Email an eSurvey Request by Mail Cent 22 How to Email an eSurvey Request by SMTP ccceesceceecceeeeeeeeceseeeeeseeeseseeesnaeeesnaeeeeneeeeaees 23 How to Respond to an eSurv y acca 5 ate 2 cats aeeuts Wee Cand oateedctnatar aaaemnasen teddy aeecceaieem suattee atatencens 23 Chapter 5 ePerformance Review EEN 24 Managing ePerformance iewes deed dE Seege eegen 25 How to Add a New ePerformance Review AANEREN 26 How to Make a Copy of an Existing ePerformance Heview 26 How to Post an ePerformance Heview ENEE 26 How to Edit an Existing ePerformance ReViOW ANEREN 27 How to Remove an ePerformance Hevlew ANEREN 27 Using SPOON lee 27 How to Submit an ePerformance Review Gelt Apprasal 28 How to Complete an ePerformance Review Appraisal ccceccceeeeceeeeeeeeeeeeeeeseeeeesseeeeesaees 28 How to Reject an ePerformance Review Get Appraisal 29 Chapter 6 Building eForms eSurveys and ePerformance Reviews ssssss011111111111ne 30 Adding Question Sections Questions and Answer Choices sssssssssssrrereerrrrerrrnnesrrnnnerne 31 Modifying Forms Using the Question Section and Answer Choice Menus ssesssssssenssss
60. users and other objects to the node How to Edit a Node gr e OS Navigate to the Admin Node sub section in the browser window In the Node Explorer select the node wish to edit Click the Edit button Edit fields as desired Click the Submit button The node details are updated How to Remove a Node 1 Navigate to Admin Node sub section in the browser window 10 eDocument Expert Manual 2 Inthe Node Explorer select the node you wish to remove 3 Click the Remove button This will permanently remove the node all child nodes and all users and other objects created at those nodes If you do not want a permanent deletion consider moving the node to under the Recycle Bin node instead which disables node users and objects 4 Click Submit to confirm How to Move a Node within the Hierarchy Navigate to Admin Node sub section in the browser window In the Node Explorer select the node that you wish to move Click the Move button The node hierarchy will be displayed in the main browser view Select the new desired parent node Click the Move button The node and all child nodes are moved On BI How to Move a Node s Child Nodes to Another Node Navigate to Admin Node sub section in the browser window In the Node Explorer select the node of which you wish to move all child nodes from Click the Move button The node hierarchy will be displayed in the main browser view Select the new desired parent node Click t
61. v ast Next The eSurvey List shows all eSurveys available at a selected node The information provided for each eSurvey in the list includes e Name Name of the eSurvey e Created Date the eSurvey was first created e Updated Date the eSurvey was last updated e Posted Date the eSurvey was last moved from development to production e Inheritable Indicates if the eSurvey is inheritable from owner node to child nodes If checked eSurvey requests can be emailed from the owner node and all child nodes under the owner node If unchecked eSurvey requests can only be emailed from the owner node e Enable Indicates if the eSurvey is enabled so that eSurvey users can email survey requests e Owner Indicates if the current node is the owner of the eSurvey The owner is the node at which the eSurvey was first created The eSurvey can be modified only at the owner node The following functions can be accessed at the bottom of the eSurvey List e Add Add anew eSurvey 20 eDocument Expert Manual Copy Make a copy of an existing eSurvey Edit Edit an existing eSurvey Remove Remove an eSurvey Post Move an eSurvey from development to production so that it can be used by eSurvey users How to Add a New eSurvey Se Navigate to the Admin eSurvey sub section in the browser window In the Node Explorer select the node at which you wish to add the eSurvey The selected node will be the owner of the eSurvey owner node
62. wer types in the question 33 eDocument Expert Manual Radio Multiple Multiple answer choices one for each new line of text entered in Answer Choice window Use this sub type to quickly input a list of answer choices Radio with Textbox User provided with textbox along with Radio Single answer choice Use this sub type if more details are expected from the user when the answer choice is selected TextBox User can enter their response to the question in a textbox Sub types are Single Line Textbox User provided with single line textbox Text entered in Answer Choice window is displayed as label above textbox Use this sub type when question is to include multiple distinct answer choice responses Single Line Textbox without Answer Choice User provided with single line textbox There is no label for this sub type Use this sub type when only one single line response is required for a question I Multi Line Textbox User provided with multi line textbox Text entered in Answer Choice window is displayed as label above textbox Use this sub type when question is 34 eDocument Expert Manual to include multiple distinct answer choice responses e Multi Line Textbox without Answer Choice User provided with multi line textbox There is no label for this sub type Use this sub type when only one multi line response is required for a question DropDown User can choose one answer from a provided dropdown list One a

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