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Software User Manual - Information Systems

1. 25 U e Technische Universiteit Eindhoven University of Technology Likely errors The most likely errors are addressed in the interface Please take notice of the cautions and warnings 3 26 Remove education task Functional description This tutorial describes how to remove education tasks Cautions and warnings e You must be logged in with an account that has modify subdepartment course information rights See section Procedures 1 Select Courses from the menu bar 2 Locate the course instance you wish to remove a task from and click under Periods 3 Locate the task you wish to remove and click on that row 4 Click Yes I m sure Likely errors The most likely errors are addressed in the interface Please take notice of the cautions and warnings 3 27 Add non course related task Functional description This tutorial describes how to add non course related tasks Cautions and warnings e You must be logged in with an account that has modify subdepartment workload rights See section 26 U e Technische Universiteit Eindhoven University of Technology Procedures 1 Select Tasks from the menu bar 2 Click Add task 3 Fill in the required information 4 Click Save Likely errors The most likely errors are addressed in the interface Please take notice of the cautions and warnings 3 28 Edit non course related task Functional description This tutorial describes how
2. 4 20 2 Cautions and warnings 1 You must be logged in to see this view 55 U e Technische Universiteit Eindhoven University of Technology 2 Not all buttons described may be available depending on your user rights within QIS 3 This view may not be available at all if you do not have the permissions to view it 4 20 3 Formal description This view contains a list of all administrative object types for QIS There s also an external connection option for managing the external connections 56 TU e Qiky Technische Universiteit Eindhoven University of Technology 4 20 4 Related operations Operation Description Result Add button This button is located to the right of each object in this view Press this button to add a new object of this type The appropriate Add change admin sitrative object view will open See Change button This button is located to the right of each object in this view Press this button to change an object of this type The Administrative Objects view will open See Departments but ton Press this button to change a depart ment The Administrative Objects view for type Department will open See 4 22 Subdepartments Press this button to change a subde The Administrative Objects view for button partment type Subdepartment will open See 22 Expertise groups Press this button to change an exper The Administrative Objects view for
3. Software User Manual Eindhoven January 15 2010 SUM 0 1 3101 Technische Universiteit Eindhoven University of Technology TU Where innovation starts Project Manager Wilco Belgraver Thissen 0514143 Quality Assurance Manager J elle Hellings 0592127 Senior management Mark van den Brand HG 5 59 Lou Somers HG 5 36 Advisor Erik Luit HG 7 12 Customer Natalia Sidorova HG 7 84 mr A Project team Roy Berkeveld 0608170 Gijs Direks 0611093 Michael van Duijkeren 0535368 Neal van den Eertwegh 0610024 Dion Jansen 0590077 Koen Kivits 0608715 Sander Leemans 0608896 Kevin van der Pol 0620300 Nick van der Veeken 0587266 Computer Science TU e U e Technische Universiteit Eindhoven University of Technology Abstract This document is the user manual for the QIS system This program is part of the Software Engineering Project 21P35 at Eindhoven University of Technology The document complies with the Software User Manual SUM from the Software Engineering Standard as set by the European Space Agencyl1 U e Technische Universiteit Eindhoven University of Technology Contents 6 1 1 Intended readership 2 a a 6 1 2 Applicability s s ee 202 08 an 2 bee Oe eRe ewe BSS 6 ade a eee ere Ge eee he ok a po ee ee 6 1 4 List of definitions a 6 1 5 List of references a a 7 1 6 How to use this document 7 1 7 Related documents a
4. button tise group type Expertise Group will open See System years but ton Press this button to change a system year The Administrative Objects view for type System year will open See Periods button Press this button to change a period The Administrative Objects view for type Period will open See Subperiods button Press this button to change a subpe riod The Administrative Objects view for type Subperiod will open See Education button type Press this button to change an educa tion type The Administrative Objects view for type Education type will open See 23 Study phases but ton Press this button to change a study phase The Administrative Objects view for Positions button Press this button to change a posi tion type Study phase will open See The Administrative Objects view for type Position will open See Target group name button Press this button to change a target group name The Administrative Objects view for type Target group will open See 22 Rightsets button Press this button to change a rightset The Administrative Objects view for type Rightset will open See Rights button Press this button to change a right The Administrative Objects view for type Right will open See External connec tions button Press this button to change the set tings of the external connections The externa
5. Study program In this field you can select the study None field program for this target group Target Groups list This list contains all target groups None assigned to the study program with one extra to add a new target group These fields are similar to the fields in the Change Target Group view See O Delete select box Select this box to delete the target When this is selected the target group on the left of it group will be removed from this study program 4 19 Add change Target Group view 4 19 1 Functional description This view allows an employee to change the settings for a specific target group 4 19 2 Cautions and warnings 1 You must be logged in to see this view 2 This view may not be available if you do not have the permissions to change a target group 3 If the name or the study program field is empty the changes won t be saved 54 TU e Sr Technische Universiteit Eindhoven University of Technology 4 19 3 Formal description In this view you can change the data for a specific target group Change it s name change it s study program and add or remove related course instances 4 19 4 Related operations Operation Description Result Name field In this field you can select a name for None the target group Study program In this field you can select the study None field program for this target group Available course This list conta
6. Functional description At the top of almost every view you will find the menu bar This is a very simple bar usable for easy navigation through QIS 4 2 2 Cautions and warnings 1 You must be logged in to see this view 2 Not all buttons described may be available depending on your user rights within QIS 4 2 3 Formal description In the menu bar you will find year navigation buttons at the right There you will also find the log out button For user with more rights there will also be buttons to manage courses employees tasks etc 40 TU e Qiky Technische Universiteit Eindhoven University of Technology 4 2 4 Related operations Operation Description Result Previous year This will navigate you to the previous year You should be on the same view only with data from the previous year Next year This will navigate you to the next year You should be on the same view only with data from the next year Logout button Press this button to log out from QIS You are logged out of the system QIS logo Press this button to navigate to your home view You are redirected to your home view See Employees button Press this button to navigate to the Employees view You are redirected to the Employees view See 4 6 Courses button Press this button to navigate to the Courses view You are redirected to the Courses Tasks button Press this button to navigate to
7. You must be logged in with an account that has administrator or modify subdepartment course information rights See section Procedures 1 Select Courses from the menu bar 2 Click Add course 3 Fill in the required information for the new course 4 Click Save Likely errors The most likely errors are addressed in the interface Please take notice of the cautions and warnings 20 U e Technische Universiteit Eindhoven University of Technology 3 18 Edit course Functional description This tutorial describes how to add study programs in QIS Cautions and warnings e You must be logged in with an account that has administrator or modify subdepartment course information rights See section Procedures 1 Select Courses from the menu bar 2 Locate the course you wish to edit and click on the left side of that row 3 Edit the information you wish to modify 4 Click Save Likely errors The most likely errors are addressed in the interface Please take notice of the cautions and warnings 3 19 Remove course Functional description This tutorial describes how to remove courses Cautions and warnings e You must be logged in with an account that has administrator or modify subdepartment course information rights See section Procedures 1 Select Courses from the menu bar 2 Locate the course you wish to remove and click B on the left side of that row 3 Click Yes I m sure 21 U e Tec
8. and that the webserver has permissions to read this folder 13 Ensure that a webserver is configured to call the WSGI application qis wsgi qis_prod wsgi for requests to on a host 14 Note one of the root URLs the webserver is configured to listen on for requests to this application 15 Start or reload the webserver 16 Visit the noted URL via a browser The following results should be observed e The execution of setup py reports success e The browser displays an authentication page Likely errors The most likely errors are addressed in the interface Please take notice of the cautions and warnings 3 2 Log in Functional description This tutorial describes how to log in to QIS This is the same for all groups of users Cautions and warnings e You must be in the possession of valid credentials to be able to log in to QIS Procedures 1 Use a web browser to enter the website of your QIS installation Your administrator should know this address Typically it starts with http www 2 When presented with a login form please provide your username and password In some organizations these are the same as the global organizational login data 3 Click Log in 10 U e Technische Universiteit Eindhoven University of Technology Likely errors The most likely errors are addressed in the interface Please take notice of the cautions and warnings 3 3 Log out Functional description This tutori
9. name field In this field you have to enter the user s user name None Expertise group In this field you have to enter the user s expertise None field group Position field In this field you have to enter the user s position None in the expertise group Fte field In this field you have to enter the fte amount the None user is employed for Starts field In this field you have to enter the start date of the None user s employment for that expertise group Ends field In this field you have to enter the end date of the None user s employment for that expertise group Education ratio In this field you have to enter the ratio of hours None field this employee is to spend on education tasks Research ratio In this field you have to enter the ratio of hours None field this employee is to spend on research tasks Management ratio In this field you have to enter the ratio of hours None field this employee is to spend on management tasks 4 8 Courses view 4 8 1 Functional description In this view you can manage courses and all associated objects for QIS 4 8 2 Cautions and warnings 1 You must be logged in to see this view 2 Not all buttons described may be available depending on your user rights within QIS 3 This view may not be available at all if you do not have the permissions to view it 45 TU e Qiky Technische Universiteit Eindhoven University
10. of the cautions and warnings 3 42 Enabling NT connection Functional description This tutorial describes how to enable the connection to the NT login system of the university Cautions and warnings e You must be logged in with an account that has administrator rights See section 3 2 Procedures 1 Select Administrative from the menu bar 2 Click on External connections 3 Click Enable 36 U e Technische Universiteit Eindhoven University of Technology Likely errors The most likely errors are addressed in the interface Please take notice of the cautions and warnings 3 43 Disable NT connection Functional description This tutorial describes how to disable the connection to the NT login system of the university Cautions and warnings e You must be logged in with an account that has administrator rights See section 3 2 Procedures 1 Select Administrative from the menu bar 2 Click on External connections 3 Click Disable or Enable Likely errors If the NT system is unavailable but still enabled no user will be able to log in except for the superuser created during installation The most likely errors are addressed in the interface Please take notice of the cautions and warnings 3 44 Reports Functional description This tutorial describes how to view the reports generated by QIS Cautions and warnings e You must be logged in See section 3 2 37 U e Technische Univ
11. the Tasks view view See 4 8 You are redirected to the Tasks view See Programs button Press this button to navigate to the Programs view You are redirected to the Programs view See Administrative button Press this button to navigate to the Administrative view You are redirected to the Administra tive view See Reports button Press this button to navigate to the Reports view You are redirected to the Reports view See 4 3 Home view 4 3 1 Functional description This is the standard view you will see when logged in 4 3 2 Cautions and warnings 1 You must be logged in to see this view 4 3 3 Formal description When logged into QIS you will start here The view will display a report about your current workload There will be a button there to export the report to CSV On the bottom of the page there s a button View workload related to own course instances and a Edit details button 41 TU e Qiky Technische Universiteit Eindhoven University of Technology 4 3 4 Related operations Operation Description Result Export as CSV This will translate your workload in You will receive a csv file for down button formation to a csv file load View workload This will open a report containing in You will be presented with a report related to own formation about workload related to View workload related to own course cou
12. to edit non course related tasks Cautions and warnings e You must be logged in with an account that has modify subdepartment workload rights See section Procedures 1 Select Tasks from the menu bar 2 Locate the task you wish to edit and click on that row 3 Edit the information you wish to modify 4 Click Save Likely errors The most likely errors are addressed in the interface Please take notice of the cautions and warnings 27 U e Technische Universiteit Eindhoven University of Technology 3 29 Remove non course related task Functional description This tutorial describes how to remove non course related tasks Cautions and warnings e You must be logged in with an account that has modify subdepartment workload rights See section Procedures 1 Select Tasks from the menu bar 2 Locate the task you wish to remove and click HE on that row 3 Click Yes I m sure Likely errors The most likely errors are addressed in the interface Please take notice of the cautions and warnings 3 30 Add study program Functional description This tutorial describes how to add study programs in QIS Cautions and warnings e You must be logged in with an account that has administrator or modify subdepartment course information rights See section Procedures Select Programs from the menu bar Click Add study program Fill in the required information for the new study program Click
13. to view it 4 10 3 Formal description This view contains all relevant information for a course instance The course should already be selected you usually create a course instance on the basis of a course 47 TU e Oir Technische Universiteit Eindhoven University of Technology 4 10 4 Related operations Operation Description Result Course dropdown In this field you have to select the course you want None box to associate with this course instance Responsible em In this field you have to select the employees that None ployees box are responsible for this course instance Subperiod box In this field you have to select the subperiods in None which this course instance is given Study phase box In this field you have to select the study phase for None which this course instance is given Given to externals In this field you have to check whether or not the None checkbox course instance is given for externals 4 11 Making Courses Definitive view 4 11 1 Functional description This is the confirmation window for when someone makes all course instances definitive 4 11 2 Cautions and warnings 1 You must be logged in to see this view 2 This view may not be available if you do not have the permissions to make course instances definitive 4 11 3 Formal description This page contains a list of all provisional course instances with their scheduled subperiod
14. used for adding courses and modifying details of a course 4 9 2 Cautions and warnings 1 You must be logged in to see this view 2 This view may not be available at all if you do not have the permissions to view it 4 9 3 Formal description This view contains all relevant information for a course 46 U e Technische Universiteit Eindhoven University of Technology 4 9 4 Related operations Operation Description Result Code field In this field you have to enter the code that is None associated with this course Name field In this field you have to enter the name of this None course Given by field In this field you have to enter the subdepartment None this course is given by Description field In this field you can enter a short description of None this course Credits field In this field you can enter the number of credits a None student receives for completing this course Given to externals In this field you have to check whether or not the None checkbox course instance is given for externals 4 10 Add change Course Instance view 4 10 1 Functional description This section describes the change course instance view This is used for adding course instances and modifying details of a course instance 4 10 2 Cautions and warnings 1 You must be logged in to see this view 2 This view may not be available at all if you do not have the permissions
15. will find some common elements in most of the views offered by QIS These are described in this section 4 5 2 Related operations Operation Description Result Press this button to access an edit You are redirected to the Edit view 5 page for the object Press this button to delete the object You are redirected to a confirmation page for deletion Press this button to view more details You are redirected to the Details view a about this object Press this button to expand the entry If possible the entry will fully expand in a list to show all linked subentries Press this button to add an entry to You are redirected to the appropiate oF this object Add view Disabled add button You cannot access the appropriate Add view See Search field Enter information here to filter the list The list will be searched based on the on the current page information entered Number button Press these buttons to access more entries in the list A different set of entries will be shown Show all button Press this button to show all entries in the list The entire list will be shown Save and add an other button Press this button save your new entry and add another one afterwards The entry will be saved and you will be able to add another Save and continue editing button Press this button save your changes and continue editing the current entry The entr
16. 3 or a permission denied error contact an administrator of QIS Administrator Please refer to section or for granting and changing rights to employees A 2 server error User If you encounter a 500 or a internal server error contact an administrator A 3 Please enter a correct username and password User e Most likely you entered your username or password incorrectly Please try to fill it in again e f you are sure you entered your username and password correctly probably the NT system is unavailable The first time you try to log in when the NT system is unavailable a password is sent to you by email 62 U e Technische Universiteit Eindhoven University of Technology Use this password instead until the NT system is available again If you lose this password you cannot login until the NT system is available again e f you do not receive an email containing a password and you have never received it before contact an administrator of QIS Administrator e Please follow the steps in the User section above first e Passwords of users cannot be recovered nor reset e f the NT system is unavailable no one is able to log in To disable the NT system please log in as the superuser created during installation and refer to section 63 TU e Qiky Technische Universiteit Eindhoven University of Technology Index administrative add object close subdepartment copy system year disable NT edit objec
17. Save WN BH 28 U e Technische Universiteit Eindhoven University of Technology Likely errors The most likely errors are addressed in the interface Please take notice of the cautions and warnings 3 31 Edit study program Functional description This tutorial describes how to edit study programs in QIS Cautions and warnings e You must be logged in with an account that has administrator or modify subdepartment course information rights See section Procedures 1 Select Programs from the menu bar 2 Locate the study program you wish to edit and click on that row 3 Edit the information you wish to modify 4 Click Save Likely errors The most likely errors are addressed in the interface Please take notice of the cautions and warnings 3 32 Add target group to a study program Functional description This tutorial describes how to add target groups to study programs Cautions and warnings e You must be logged in with an account that has modify subdepartment course information rights See section e A target group should only be linked to one study program 29 U e Technische Universiteit Eindhoven University of Technology Procedures 1 Select Programs from the menu bar 2 Locate the study program you wish to add a target group to and click 4 under Target groups 3 Fill in all the required information 4 If any of the required fields does not contain the desired item you can
18. Science September 2009 1 6 How to use this document Chapter 3 contains tutorials for all operations supported by QIS 1 7 Related documents URD The User Requirements Document for the QIS project 1 8 Conventions italics Words in italics are text you ll find on screen 1 9 Problem reporting Since GROUP QIS will be dissolved after completion of the QIS project problem solving is not our responsibility However for 3 months after completion of the project problems can be reported to sep tnode net U e Technische Universiteit Eindhoven University of Technology Chapter 2 Overview QIS is an application designed and developed by GROUP QIS for the Departement of Mathe matics and Computer Science at the Eindhoven University of Technology The purpose of the application is to support workload division within the department and to support various parties regarding the management of working hours and tasks holidays courses and employees U e Technische Universiteit Eindhoven University of Technology Chapter 3 Tutorial This section contains tutorials for performing all actions and operations supported by QIS They are grouped by the screens on which you can perform these actions A screen can only be seen by people with certain rights To ease the search for related actions the tutorials are grouped by the rights as mentioned in the URD 8 3 1 Installation Functional description This tutorial describes ho
19. Technology 3 8 Remove employee Functional description This tutorial describes how to remove employees from QIS Cautions and warnings e You must be logged in with an account that has administrator or modify subdepartment workload rights See section Procedures 1 Select Employees from the menu bar 2 Locate the employee you wish to delete in the employee overview and click on that row 3 Click Delete in the bottom left corner For removing an employment from an employee please refer to section Likely errors The most likely errors are addressed in the interface Please take notice of the cautions and warnings 3 9 Add employment Functional description This tutorial describes how to add employments to employees in QIS Cautions and warnings e You must be logged in with an account that has modify subdepartment workload rights See section Procedures 1 Select Employees from the menu bar 2 Locate the employee you wish to add an employment to in the employee overview and click Fon that row 14 U e Technische Universiteit Eindhoven University of Technology 3 Fill in all necessary fields under Employments If there is already an employment attached to this employee scroll down to the empty employment at the bottom of this section 4 Click Save Likely errors The most likely errors are addressed in the interface Please take notice of the cautions and warnings 3 10 Edit employm
20. U e Technische Universiteit Eindhoven University of Technology Cautions and warnings e You must be logged in with an account that has administrator rights See section 3 2 e When editing Rights or Rightsets be careful not to remove your own ability to do so Procedures 1 Select Administrative from the menu bar Click next to the object type you wish to edit 2 3 Click on the object you wish to edit 4 Edit the information you wish to modify 5 Click Save Likely errors The most likely errors are addressed in the interface Please take notice of the cautions and warnings 3 39 Remove administrative object Functional description This tutorial describes how to remove an object from QIS which is used for administrative purposes For example departmens or periods in a year These objects aren t likely to change much and are therefore grouped together in a single page Cautions and warnings e You must be logged in with an account that has administrator rights See section 3 2 e When removing Rights or Rightsets be careful not to remove your own ability to do so Procedures Select Administrative from the menu bar Click on the object type you wish to remove Check the boxes next to the objects you wish to remove Sh O N Ff Select Delete selected items from the drop down box 34 U e Technische Universiteit Eindhoven University of Technology 5 Click Go 6 Click Yes I m sure L
21. a 7 1 8 ONVENTIONS E corista ee oe al de a al A a Ge ee en o an de hee ale 7 1 9 Problem reporting 2 a a a 7 8 9 eeeh A dette red Sie ooh EASE Shed ba de Sh on d 9 Bat ein Hee ae os Aa ee oe ee a ee a se ee 10 33 Log out 2 25 zont tedere bh At Ada De eee Bea eke Ee d 11 34 Edit details 2 2 a a 11 se ue LS Bad ee e pola El pce e 12 3 0 Add employe l lt i sos aaa arm baw ak OA oe ee eee Aa 12 3 7 Edit employee 2 banm Kii apa Ea ae oi a E A EO a 13 3 8 Remove employee e 14 3 9 Add employment sar en Ped a eee ee a e He 14 3 10 Edrt employment s ns wonen la ewe eae da e 15 3 11 Remove employment e 15 3 12 Add assignment e 66 2444 25 eee a a a ee ede 16 3 13 Edit assignment a 17 3 14 Remove assignment a 18 3 15 Make assignments definitive 2 en 19 Deg a NE Re ek 19 317 Add coursel s ss oant ema Eh ek a BES REE ed ee 20 3 18 Edit Course lt e 4 art warns aa tm td sdk Do ee B md aoe 21 3 19 Remove course o o n a a 21 3 20 Add course instance 2 a 22 3 21 Edit course instance 2 2 o 23 3 22 Remove course instance 2 o 23 U e Technische Universiteit Eindhoven University of Technology 3 23 Make courses instances definitivel a a a a a a a a a 24 3 24 Add education task 2 24 3 25 Edit education task sre sa as aon Pew eee del Ae Soe ee SS 25 3 26 Remove education task 2 sssr sannan dnai
22. add it by clicking P next to the drop down box e A window will pop up e Fill in all the required information e Click Save e Now select the item you just added 5 Click Save Likely errors The most likely errors are addressed in the interface Please take notice of the cautions and warnings 3 33 Remove target group from a study program Functional description This tutorial describes how to remove target groups from study programs Cautions and warnings e You must be logged in with an account that has administrator or modify subdepartment course information rights See section e lt is not possible to remove just the association between a target group and a study program It is only possible to completely remove a target group Procedures 1 Select Programs from the menu bar 2 Locate the study program you wish to remove a target group from and click under Target groups 30 U e Technische Universiteit Eindhoven University of Technology 3 Locate the target group you wish to remove and click on that row 4 Click Yes I m sure Likely errors The most likely errors are addressed in the interface Please take notice of the cautions and warnings 3 34 Remove study program Functional description This tutorial describes how to remove study programs Cautions and warnings e You must be logged in with an account that has administrator or modify subdepartment course information rights S
23. al describes how to log out of QIS Cautions and warnings e You must be logged into QIS before you can log out e Any unsaved changes are lost when logging out Procedures 1 From any screen within QIS click on Log out at the right of the menu bar 3 4 Edit details Functional description This tutorial describes how to edit your personal details and preferences in QIS Cautions and warnings e You must be logged in See section 3 2 Procedures Click on the QIS logo Click on the Edit details button Edit the information you wish to modify Click Save Sh W N Ff 11 U e Technische Universiteit Eindhoven University of Technology Likely errors The most likely errors are addressed in the interface Please take notice of the cautions and warnings 3 5 View courses related to you Functional description This tutorial describes how to view the report about course information related to you Cautions and warnings e You must be logged in See section 3 2 Procedures 1 Click on the QIS logo 2 Click on the View workload related to own course instances button Likely errors The most likely errors are addressed in the interface Please take notice of the cautions and warnings 3 6 Add employee Functional description This tutorial describes how to add employees to QIS Cautions and warnings e You must be logged in with an account that has administrator or modify subdepartment wo
24. ances are on a provisional basis To make them definitive refer to section Procedures 1 Select Courses from the menu bar 2 Locate the course instance you wish to edit and click under Periods 3 Edit all the information you wish to modify 4 Click Save Likely errors The most likely errors are addressed in the interface Please take notice of the cautions and warnings 3 22 Remove course instance Functional description This tutorial describes how to remove course instances Cautions and warnings e You must be logged in with an account that has modify subdepartment course information rights See section e These modifications to course instances are on a provisional basis To make them definitive refer to section 23 U e Technische Universiteit Eindhoven University of Technology Procedures 1 Select Courses from the menu bar 2 Locate the course instance you wish to remove and click HE under Periods 3 Click Yes I m sure Likely errors The most likely errors are addressed in the interface Please take notice of the cautions and warnings 3 23 Make courses instances definitive Functional description This tutorial describes how to make course instances definitive Cautions and warnings e You must be logged in with an account that has modify subdepartment course information rights See section Procedures 1 Select either Courses or Programs from the menu bar 2 Click Course
25. ata of all tasks visi ton data of all tasks visible in the list ble in the list is shown within the view Assignments Press this button to make provisional You are taken to the Making assign ments definitive view See Add task button Press this button if you want to add a task to the list You are taken to the Add change task view for a empty task See Filter buttons Press one of these buttons if you want to filter the list based on some criteria The list is filtered according to the chosen criteria 4 13 Add change Task view 4 13 1 Functional description This section describes the change task view This is used for adding tasks and modifying details of a task 4 13 2 Cautions and warnings 1 You must be logged in to see this view 2 This view may not be available at all if you do not have the permissions to view it 49 U e Technische Universiteit Eindhoven University of Technology 4 13 3 Formal description This view contains all relevant information for a task 4 13 4 Related operations Operation Description Result Name field In this field you have to enter the name of the task None Subdepartment In this field you have to select the subdepartment None dropdown box this task belongs to Type dropdown In this field you have to select the category this None box task belongs to Description field In this field you can enter a short de
26. authentication 4 24 Reports view 4 24 1 Functional description This view contains a list of all reports you are allowed to see 4 24 2 Formal description In this view there s a list with reports To view a report simply click on the View button next to it Some reports require an extra parameter i e an employee workload report requires an employee When this is the case a dropdown box is situated next to the view button 4 24 3 Related operations Operation Description Result Dropdown box Select the object you wish to view a The report will be generated with that report about object as focus View button Press this button to view a report The report will be displayed See 4 25 4 25 Specific report view 4 25 1 Functional description This describes a report in QIS 60 U e Technische Universiteit Eindhoven University of Technology 4 25 2 Formal description On this report page you will see the requested information There will also be an option to export the report as a CSV file 4 25 3 Related operations Operation Description Result Export as CSV Press this button to export the report The report will be offered for down button as a CSV file load as a CSV file 61 U e Technische Universiteit Eindhoven University of Technology Appendix A Error messages and recovery procedures A 1 permission denied User If you encounter a 40
27. d study programs 3 Locate the target group you wish to remove a course instance from and click em on that row under Course instances 4 Select the course instances you wish to remove in the Chosen course instances box and click 32 U e Technische Universiteit Eindhoven University of Technology 5 Click Save Likely errors The most likely errors are addressed in the interface Please take notice of the cautions and warnings 3 37 Add administrative object Functional description This tutorial describes how to add an object to QIS that is used for administrative purposes For example departmens or periods in a year These objects aren t likely to change much and are therefore grouped together in a single page Cautions and warnings e You must be logged in with an account that has administrator rights See section 3 2 Procedures Select Administrative from the menu bar Click P next to the object type you wish to add Fill in the required information Click Save Sh O N Ff Likely errors The most likely errors are addressed in the interface Please take notice of the cautions and warnings 3 38 Edit administrative object Functional description This tutorial describes how to edit an object to QIS which is used for administrative purposes For example departmens or periods in a year These objects aren t likely to change much and are therefore grouped together in a single page 33 l
28. e rosaa 26 3 27 Add non course related task o 0 ee 26 3 28 Edit non course related tasSkl ee 27 3 29 Remove non course related task 2 2 ee 28 bese Sah pe oe a ee ee ee ee nd 28 eee es ee ee ee A 29 Loe goes Aerie a Bie Gos ae a A 29 SEEN NE 30 Pa A ee etek oe ee ee ee a 31 3 35 Add course instances to a target group o a a a a e 31 3 36 Remove course instances from a target group ooa a a a 32 ae AA ee ee ee ee ee ee 33 Soe de ie e ese ee ot ee ee 33 3 39 Remove administrative object 0 ee 34 3 40 Close subdepartment en 35 3 41 Copy system year 2 rera Dra a a a E a e D e a A 35 BE an a Sam ak RIEN ee EE ke tes ee 36 en ed da eee ek one E 37 Ee Ee Re AE en art Se ee ay 37 3 45 Export report as comma separated value file 38 39 Ee te neee fh ee e a et ee eee a e ee Ss 39 42 Menucha errana oe AGE Oe a ar eo dee het See Bow el E 40 So yah ae ached era ite ot o ee as ee E 41 Oe ab eye oe Gl ew Sree a ae eat ee ey E 42 4 5 ommon interface items 2 2 oa a a 43 Pitta es Ge adhe oh O 43 Sees ie cues aie the ava Gig gee en 44 4 8 ourses VIEW aoc s s ca roaa or oda eoa a a a e i a E aie a o a e Da 45 4 9 Add change course view oaoa o e 46 4 10 Add change Course Instance view o oo a a a o e 47 4 11 Making Courses Definitive view 2 2 oo 48 4 12 Tasks view o nooo aa ee 49 4 13 Add change Task view aoaaa 49 ods glad
29. ee section Procedures 1 Select Programs from the menu bar 2 Locate the study program you wish to remove and click 3 on that row 3 Click Yes I m sure Likely errors The most likely errors are addressed in the interface Please take notice of the cautions and warnings 3 35 Add course instances to a target group Functional description This tutorial describes how to add course isntances to target groups 31 U e Technische Universiteit Eindhoven University of Technology Cautions and warnings e You must be logged in with an account that has modify subdepartment course information rights See section Procedures 1 Select Programs from the menu bar 2 Click Expand study programs 3 Locate the target group you wish to add a course instance to and click 9 on that row under Course instances 4 Select the course instances you wish to add in the Available course instances box and click on the blue arrow 5 Click Save Likely errors The most likely errors are addressed in the interface Please take notice of the cautions and warnings 3 36 Remove course instances from a target group Functional description This tutorial describes how to remove course isntances from target groups Cautions and warnings e You must be logged in with an account that has administrator or modify subdepartment course information rights See section Procedures 1 Select Programs from the menu bar 2 Click Expan
30. ent Functional description This tutorial describes how to edit employments in QIS Cautions and warnings e You must be logged in with an account that has administrator or modify subdepartment workload rights See section Procedures 1 Select Employees from the menu bar 2 Locate the employee whose employments you wish to edit in the employee overview and click on that row 3 Edit the employments you wish to modify 4 Click Save Likely errors The most likely errors are addressed in the interface Please take notice of the cautions and warnings 3 11 Remove employment Functional description This tutorial describes how to remove employments from employees in QIS 15 U e Technische Universiteit Eindhoven University of Technology Cautions and warnings e You must be logged in with an account that has modify subdepartment workload rights See section Procedures 1 Select Employees from the menu bar 2 Locate the employee you wish to remove an employment from in the employee overview and click on that row 3 Check the box marked delete in the top right corner of the employment in the Employments section 4 Click Save Likely errors The most likely errors are addressed in the interface Please take notice of the cautions and warnings 3 12 Add assignment Functional description This tutorial describes how to assign employees to tasks in QIS Cautions and warnings e You must be lo
31. epartment is marked as definitive and the current year is closed mean ing it cannot be edited anymore Copy from year combo box Press this button if you want to copy data regarding course instances em ployments and workload to this sys tem year If the system year is saved all data regarding course instances employ ments and workload are copied from the system year specified in Copy from year to this system year This only works if this system year has nog been saved yet When Copy from year is left blank no data is copied at all 4 23 External connections view 4 23 1 Functional description This view allows an administrator to change the settings of the external connections of QIS 4 23 2 Cautions and warning 1 You must be logged in to see this view 59 U e Technische Universiteit Eindhoven University of Technology 2 This view may not be available at all if you do not have the permissions to view it 3 Changing the state of connectors drastically influences the way QIS works 4 23 3 Formal description On this view you can change whether or not the NT login system of the university is used when authenticating 4 23 4 Related operations Operation Description Result Enable button Press this button to enable the NT The NT system is enabled system for authentication Disable button Press this button to disable the NT The NT system is disabled system for
32. ersiteit Eindhoven University of Technology Procedures 1 Select Reports from the menu bar 2 Click the View button next to the report you wish to see Likely errors The most likely errors are addressed in the interface Please take notice of the cautions and warnings 3 45 Export report as comma separated value file Functional description This tutorial describes how to export the reports generated by QIS into CSV Cautions and warnings e You must be logged in See section 3 2 Procedures 1 Navigate to the report you wish to export 2 Click Export as CSV Likely errors Using Microsoft Excel you may have to import instead of opening the CSV file The most likely errors are addressed in the interface Please take notice of the cautions and warnings 38 U e Technische Universiteit Eindhoven University of Technology Chapter 4 Reference Because the administration interface is hosted on a web server there are certain errors which can occur For example your internet connection could be down In that case you have to repair your internet connection before you can continue Another error which can occur is that either the internet connection of the server is down or the software running the website has stopped When you cannot connect to the QIS interface and you are sure your internet connection is up you can contact an operator In this reference we will assume that there are no problems with the inte
33. es that will be made definitive It also shows a list of all email addresses that will get a notification about these assignments 4 16 4 Related operations Operation Description Result Yes I m sure but Click this button if you want to make When pressed all assignments will ton the assignments definitive be made definitive and a notification email will be sent to all email ad dresses in the list No take me back Click this button if you don t want to When pressed you will go back to the button make the assignments definitive courses view and the provisional assignments won t be made definitive 52 TU e Qiky Technische Universiteit Eindhoven University of Technology 4 17 Programs view 4 17 1 Functional description 4 17 2 Cautions and warnings 1 You must be logged in to see this view 4 17 3 Formal description In this view you can manage study programs target groups and all associated objects in QIS 2 Not all buttons described may be available depending on your user rights within QIS 3 This view may not be available at all if you do not have the permissions to view it In this view you can change study program and target group data It is also possible to assign target groups to these study programs and even to assign course instances to these target groups 4 17 4 Related operations Operation Description Result Expand study pro grams button Pr
34. ess this button to reveal target group data of all study programs visi ble in the list The target group data of all study programs visible in the list is shown within the view Expand target groups button Press this button to reveal course in stance data of all target groups visible in the list The course instance data of all tar get groups visible in the list is shown within the view Courses definitive button Press this button to make provisional courses definitive You are taken to the Making courses definitive view See Add study pro gram button Press this button if you want to add a study program to the list You are taken to the Add change study program view for an empty study program See 4 18 Add change Study Program view 4 18 1 Functional description This view allows an employee to change the settings for a specific study program 53 U e Technische Universiteit Eindhoven University of Technology 4 18 2 Cautions and warnings 1 You must be logged in to see this view 2 This view may not be available if you do not have the permissions to change a study program 4 18 3 Formal description In this view you can change the data for a specific study program Change it s name and add remove or change it s target groups 4 18 4 Related operations Operation Description Result Name field In this field you can select a name for None the target group
35. exactly 1 research project are assigned to their research projects Add employee but ton Press this button if you want to add an employee to the list You are taken to the Add change Employee view for an empty em ployee See 4 7 Add tons task but Press one of these buttons to assign tasks to the employment concerning the button You are taken to the Add Change Assignment view with the tasks fil tered by the correct type and the cor rect employment filled in See 4 7 Add change Employee view 4 7 1 Functional description This section describes the change employee view This is used for adding employees and modifying details of an employee 4 7 2 Cautions and warnings 1 You must be logged in to see this view 2 This view may not be available at all if you do not have the permissions to view it 44 U e Technische Universiteit Eindhoven University of Technology 4 7 3 Formal description On the change employee page you will find two sections Personal information and Employments Both of these sections contain information that can be added changed 4 7 4 Related operations Operation Description Result First name field In this field you have to enter the user s first name None Last name field In this field you have to enter the user s last name None Email field In this field you have to enter the user s email ad None dress User
36. gged in with an account that has modify subdepartment workload rights See section e These assignments are on a provisional basis To make them definitive refer to section Procedures There are two ways in which tasks are assigned to employees originating from the employee and originating from the task itself 16 U e Technische Universiteit Eindhoven University of Technology Employee 1 Select Employees from the menu bar 2 Locate the employee you wish to assign a task to in the list 3 Locate the employment you wish to register the assignment under and click under Position 4 Click on the appropiate Assign task button 5 Fill in the required information 6 Click Save Task Course related 1 Select Courses from the menu bar 2 Locate the course instance to which the task belongs that you wish to assign 3 Click under Periods 4 Locate the task you wish to assign and click P at the right side of that row 5 Fill in the required information 6 Click Save Non course related 1 Select Tasks from the menu bar 2 Locate the task you wish to assign and click P at the right side of that row 3 Fill in the required information 4 Click Save Likely errors The most likely errors are addressed in the interface Please take notice of the cautions and warnings 3 13 Edit assignment Functional description This tutorial describes how to edit assignments in QIS 17 U e Technische U
37. hnische Universiteit Eindhoven University of Technology Likely errors The most likely errors are addressed in the interface Please take notice of the cautions and warnings 3 20 Add course instance Functional description This tutorial describes how to add course instances Cautions and warnings e You must be logged in with an account that has modify subdepartment course information rights See section e These course instances are added on a provisional basis To make them definitive refer to section 3 23 Procedures 1 Select Courses from the menu bar Locate the course you wish to add a course instance to and click P under Credits Fill in all the required information BR OW N If any of the required fields does not contain the desired item you can add it by clicking iP next to the drop down box e A window will pop up e Fill in all the required information e Click Save e Now select the item you just added 5 Click Save Likely errors The most likely errors are addressed in the interface Please take notice of the cautions and warnings 22 U e Technische Universiteit Eindhoven University of Technology 3 21 Edit course instance Functional description This tutorial describes how to edit course instances Cautions and warnings e You must be logged in with an account that has modify subdepartment course information rights See section e These modifications to course inst
38. ikely errors The most likely errors are addressed in the interface Please take notice of the cautions and warnings 3 40 Close subdepartment Functional description This tutorial describes how to close a year of a subdepartment in QIS Cautions and warnings e You must be logged in with an account that has administrator or modify subdepartment workload rights See section Procedures Select Administrative from the menu bar Click on Subdepartments Click on the subdepartment you wish to close Click Close year ao F OW N e Click Yes I m sure Likely errors The most likely errors are addressed in the interface Please take notice of the cautions and warnings 3 41 Copy system year Functional description This tutorial describes how to copy information from an old system year to a new one in QIS 35 U e Technische Universiteit Eindhoven University of Technology Cautions and warnings e You must be logged in with an account that has administrator or modify subdepartment workload rights See section e You can only copy information to an empty year Only use this option when creating a new year Procedures 1 Select Administrative from the menu bar Click on System years Click Add system year 2 3 4 Fill in the required information 5 Select a year to copy from 6 Click Save Likely errors The most likely errors are addressed in the interface Please take notice
39. ins all course instances None instances list you can assign to this target group Available course With this field you can filter the Avail When the text in the field has instances search able course instances list changed the Available course in field stances list will be filtered based on this text Chosen course in stances list This list contains all course instances you assigned to this target group None Right arrow but ton between the lists Press this button to assign course in stances to the target group All selected course instances in the Available course instances list are moved to the Chosen course instances list Left arrow button between the lists Press this button to remove as signed course instances from the tar get group All selected course instances in the Chosen course instances list are moved to the Available course in stances list Choose all button Press this button to assign all course instances to the target group All course instances in the Available course instances list are moved to the Chosen course instances list Clear all button Press this button to remove all course instances from the target group All course instances in the Chosen course instances list are moved to the Available course instances list 4 20 Administrative view 4 20 1 Functional description In this view you can manage all adminitrative objects for QIS
40. l connections view will open See External connections view 57 Technische Universiteit Eindhoven University of Technology TU e Sr 4 21 Administrative Objects view 4 21 1 Functional description In this view you can manage all objects for QIS for the specified type of administrative object 4 21 2 Cautions and warnings 1 You must be logged in to see this view 2 Not all buttons described may be available depending on your user rights within QIS 3 This view may not be available at all if you do not have the permissions to view it 4 21 3 Formal description This view contains a list of all administrative objects for QIS for the specified administrative object type In this view you van change data for all objects in the view 4 21 4 Related operations Operation Description Result Add button Press this button if you want to add a new object of the specified adminis trative object type to the list You are taken to the Add Change Administrative Object view for an empty object of the specified admin istrative object type See 4 22 Action combo box Use this combo box to perform one action on all selected administrative objects at the same time When Go is clicked the selected ac tion is performed on all selected ad ministrative objects at the same time 4 22 Add Change Administrative Object view 4 22 1 Functional description This section describe
41. left side of the row 5 Click Yes I m sure Likely errors The most likely errors are addressed in the interface Please take notice of the cautions and warnings 3 15 Make assignments definitive Functional description This tutorial describes how to make assignments definitive in QIS Cautions and warnings e You must be logged in with an account that has modify subdepartment workload rights See section Procedures 1 Select either Employees Courses or Tasks from the menu bar 2 Click Assignments definitive 3 Click Yes I m sure Likely errors The most likely errors are addressed in the interface Please take notice of the cautions and warnings 3 16 Fill up research hours Functional description This tutorial describes how to automatically assign hours to a research project in QIS 19 U e Technische Universiteit Eindhoven University of Technology Cautions and warnings e You must be logged in with an account that has modify subdepartment workload rights See section e This will only work for the employees that have only one research project assigned to them Procedures 1 Select either Employees 2 Click Fill all research hours 3 Click Ok Likely errors The most likely errors are addressed in the interface Please take notice of the cautions and warnings 3 17 Add course Functional description This tutorial describes how to add courses in QIS Cautions and warnings e
42. nal review U e Technische Universiteit Eindhoven University of Technology Chapter 1 Introduction 1 1 Intended readership This document is intended for all users of QIS 1 2 Applicability This Software User Manual SUM applies to the latest release as of 2010 01 11 of QIS 1 3 Purpose The purpose of the system is as stated in the URD 3 to support workload division within the department and to support various parties regarding the management of working hours and tasks holidays courses and employees The purpose of this software user manual is to describe the functionality of the system and explain to the end user how to use it It is divided into sections for different types of end users 1 4 List of definitions ESA European Space Agency SUM Software User Manual this document Menu bar The upper most region on the screen containing links to the key ele ments of QIS May be empty for users without sufficient rights U e Technische Universiteit Eindhoven University of Technology 1 5 List of references 1 ESA Board for Software Standardization and Control BSSC European space agency software engineering standards February 1991 ESA PSS 05 0 Issue 2 2 GRouP QIS Software transfer document Technical report Eindhoven University of Tech nology Computer Science 2009 3 Group QIS User requirements document Technical report Eindhoven University of Tech nology Computer
43. niversiteit Eindhoven University of Technology Cautions and warnings e You must be logged in with an account that has modify subdepartment workload rights See section e These modifications to assignments are on a provisional basis To make them definitive refer to section 3 15 Procedures 1 Select Employees from the menu bar Locate the employee for whom you wish to edit the assignments Locate the employment to which the task was assigned and click under Position 2 3 4 Locate the task you wish to edit and click on the left side of the row 5 Edit the information you wish to modify 6 Click Save Likely errors The most likely errors are addressed in the interface Please take notice of the cautions and warnings 3 14 Remove assignment Functional description This tutorial describes how to remove assignments in QIS Cautions and warnings e You must be logged in with an account that has modify subdepartment workload rights See section e These modifications of the assignments are on a provisional basis To make them definitive refer to section 3 15 Procedures 1 Select Employees from the menu bar 2 Locate the employee from whom you wish to remove the assignments 18 U e Technische Universiteit Eindhoven University of Technology 3 Locate the employment to which the task was assigned and click under Position 4 Locate the task you wish to remove and click HE on the
44. oe Hed EE 50 fog HAg GE boat ood Sheba 51 PS 52 Ee 53 4 18 Add change Study Program VIEW ocios rasa eb ed bok en 53 4 19 Add change Target Group view a 54 4 20 Administrative view o a 55 4 21 Administrative Objects view aa 58 4 22 Add Change Administrative Object view oo o o 58 U e Technische Universiteit Eindhoven University of Technology 4 23 External connections view o o a a 59 TH e ee 60 25 Specific report view 60 62 A 1 permission denied 2 2 2 62 hae ae EEE ee ee OE ee we E ee 62 A 3 Please enter a correct username and password o a e a 62 TU e Oir Technische Universiteit Eindhoven University of Technology Document Status Sheet Document status overview General Document title Software User Manual Identification SUM 0 1 3101 Authors GROUP QIS Document status Final Document history Version Date Author Reason of change 0 0 0 0 0 0 0 1 08 09 2009 Kevin Template 07 12 2009 Sander Setup 14 12 2009 Michael Initial draft 14 12 2009 Michael First revision U e Technische Universiteit Eindhoven University of Technology Document Change Records since previous issue General Date 08 09 2009 Document title Software User Manual Identification SUM 0 1 3101 Changes Page Paragraph Reason to change Whole document All Fixed errors after inter
45. of Technology 4 8 3 Formal description 4 8 4 Related operations 4 When assigning education tasks make sure that the course instances are definitive You can t make an education task for a provisional course instance In this view you can change course and course instance data It is also possible to add education tasks to courseinstances and even to assign an employee to these tasks Operation Description Result Expand course in stances button Press this button to reveal course in stance data of all courses visible in the list The course instance data of all courses visible in the list is shown within the view Expand tasks but Press this button to reveal task data The task data of all course instances definitive button assignments definitive ton of all course instances visible in the visible in the list is shown within the list view Assignments Press this button to make provisional You are taken to the Making assign ments definitive view See Courses definitive button Press this button to make provisional courses definitive You are taken to the Making courses definitive view See Add course button Press this button if you want to add a course to the list You are taken to the Add change course view for a empty course See 4 9 Add change course view 4 9 1 Functional description This section describes the change course view This is
46. or add a new one 4 15 2 Cautions and warnings 1 You must be logged in to see this view 2 This view may not be available if you do not have the permissions to change an assignment 4 15 3 Formal description In this view you can change the data for a specific assignment Change its task employment hours share and specify wether or not the assignment is externally funded 51 U e Technische Universiteit Eindhoven University of Technology 4 15 4 Related operations Operation Description Result Task field In this field you can select a task for None this assignment Employment field In this field you can select a employ None ment for this assignment Hours field In this field you specify how many None hours are expected to be spent on this assignment Share field In this field you specify the share the None employee has in this assignment Externally funded Select this box if the assignment is ex None select box ternally funded 4 16 Making assignments definitive view 4 16 1 Functional description This is the confirmation window for when someone makes all assignments definitive 4 16 2 Cautions and warnings 1 You must be logged in to see this view 2 This view may not be available if you do not have the permissions to make assignment definitive 4 16 3 Formal description This page contains a list of all provisional assignments with their assigned employe
47. rkload rights See section e The user name of an employee has to be unique Not all occupied names need to be visible to you but QIS will give a warning when you choose an already occupied name 12 U e Technische Universiteit Eindhoven University of Technology Procedures 1 Select Employees from the menu bar 2 Click on Add employee in the top right corner just below the menu bar 3 Fill in all necessary fields under Personal information e An email address is used to send notifications to the employee whenever something interesting changes e Please mind the cautions regarding user name 4 Click Save For adding an employment to an employee please refer to section 3 9 Likely errors The most likely errors are addressed in the interface Please take notice of the cautions and warnings 3 7 Edit employee Functional description This tutorial describes how to edit employees in QIS Cautions and warnings e You must be logged in with an account that has administrator or modify subdepartment workload rights See section Procedures Select Employees from the menu bar Locate the employee you wish to edit in the employee overview and click on that row Edit the information you wish to modify Click Save Sh W N Ff Likely errors The most likely errors are addressed in the interface Please take notice of the cautions and warnings 13 U e Technische Universiteit Eindhoven University of
48. rnet connection If there are connection problems these need to be fixed before you can consult this reference For most of the references in this chapter the possible errors section is omitted If the error is expected for instance an error is made with duplicate entries in the databse the on screen display will guide you through the possible solutions If the error is unexpected and is not covered in appendix A contact an administrator 4 1 Login view 4 1 1 Functional description In this view you can log in to the QIS interface When you have administration rights you can do this to for example to manage accounts employees and tasks Otherwise you can log in to view your own workload data 4 1 2 Cautions and warnings 1 User names are unique in the system 39 U e Technische Universiteit Eindhoven University of Technology 4 1 3 Formal description In the login view you have to enter your user name and password which are the parameters required for this view in order to log in Default the user name and password are left blank 4 1 4 Related operations Operation Description Result Username field In this field you have to enter your None user name Password field In this field you have to enter your None password Login button Press this button once you have en You are logged in to the system tered a valid user name and password combination 4 2 Menu bar 4 2 1
49. rse instances course instances you are connected to instances See button Edit details button This will open the Edit details page You will be redirected to the Edit de for the current employee tails view See 4 4 4 4 Edit details view 4 4 1 Functional description This view allows an employee to change his her preferences 4 4 2 Cautions and warnings 1 You must be logged in to see this view 2 The Receive notifications on workload modifications in your expertise group checkbox will only have apply to heads of expertise groups 4 4 3 Related operations workload modifi cations checkbox changes to your own workload Operation Description Result Receive notifi Use this checkbox to toggle whether Checking the box lets you receive noti cations on own you receive notifications about fications about changes in your work load Unchecking it will stop the no tifications Receive notifica tions on workload modifications in your expertise group checkbox Use this checkbox to toggle whether you receive notifications about changes to workload in your expertise group Checking the box lets you receive noti fications about changes the workload of your expertise group Unchecking it will stop the notifications 42 TU e Sr Technische Universiteit Eindhoven University of Technology 4 5 Common interface items 4 5 1 Functional description You
50. s and responsible employee s that will be made definitive It also shows a list of all email addresses that will get a notification about these course instances 4 11 4 Related operations When pressed all course instances will be made definitive and a notification email will be send to all email ad dresses in the list When pressed you will go back to the courses view and the provi sional course instances won t be made definitive Click this button if you want to make the course instances definitive Yes I m sure but ton No take me back button Click this button if you don t want to make the course instances definitive 48 TU e Oir Technische Universiteit Eindhoven University of Technology 4 12 Tasks view 4 12 1 Functional description 4 12 2 Cautions and warnings 1 You must be logged in to see this view 4 12 3 Formal description In this view you can manage tasks assignments and all associated objects in QIS 2 Not all buttons described may be available depending on your user rights within QIS 3 This view may not be available at all if you do not have the permissions to view it In this view you can change task data It is also possible to assign employees to these tasks 4 12 4 Related operations definitive button assignments definitive Operation Description Result Expand tasks but Press this button to reveal assignment The assignment d
51. s definitive 3 Click Yes I m sure Likely errors The most likely errors are addressed in the interface Please take notice of the cautions and warnings 3 24 Add education task Functional description This tutorial describes how to add education tasks 24 U e Technische Universiteit Eindhoven University of Technology Cautions and warnings e You must be logged in with an account that has modify subdepartment course information rights See section e Before you can assign employees to an education task there should be a definitive version of it Please refer to section for assigning employees Procedures 1 Select Courses from the menu bar 2 Locate the course instance you wish to add a task to and click P under Periods 3 Fill in the required information 4 Click Save Likely errors The most likely errors are addressed in the interface Please take notice of the cautions and warnings 3 25 Edit education task Functional description This tutorial describes how to edit education tasks Cautions and warnings e You must be logged in with an account that has modify subdepartment course information rights See section Procedures 1 Select Courses from the menu bar 2 Locate the course instance to which the task belongs you wish to edit and click under Periods 3 Locate the task you wish to edit and click on that row 4 Edit the information you wish to modify 5 Click Save
52. s the Add Change Administrative Object view This is used for adding administrative objects and modifying details of an administrative object 4 22 2 Cautions and warnings 1 You must be logged in to see this view 2 This view may not be available if you do not have the permissions to change the specified administrative object 58 TU e Oir Technische Universiteit Eindhoven University of Technology 3 The Close year button is only available when the specified administrative object is a subde partment 4 The Copy from year combo box is only available when the specified administrative object is a system year The combo box also only has effect when the system year has not been created i e when creating a new year 4 22 3 Formal description In this view you can change the data for a specific administrative object The specific fields displayed in this view correspond to the type of administrative object the view is intended for 4 22 4 Related operations istrative object or to add a new one Operation Description Result Detail fields In these fields you can enter the de None tails specific for this administrative object Related object Fill in the fields in these rows to None rows change objects related to this admin Close year button Press this button if you want to mark all data for this subdepartment in the current year as definitive All data in the current year for this subd
53. scription of None this course Hours field In this field you have to enter the amount of hours None to be spent on this task 4 14 Add change education task view 4 14 1 Functional description This section describes the change education task view This is used for adding education tasks and modifying details of an education task 4 14 2 Cautions and warnings 1 You must be logged in to see this view 2 This view may not be available at all if you do not have the permissions to view it 4 14 3 Formal description This view contains all relevant information for an education task 50 U e Technische Universiteit Eindhoven University of Technology 4 14 4 Related operations Operation Description Result Course instance In this field you can select a course None dropdown box instance for this task Education type In this field you can select an educa None dropdown box tion type for this task Subperiod drop In this field you can select a subperiod None down box for this task Number of em In this field you can enter the number None ployees field of employees to be assigned to this task Weekly hours field In this field you can enter the number None of hours this task is to be performed each week 4 15 Add change Assignment view 4 15 1 Functional description This view allows an employee to change the settings for a specific assignment
54. t enable NT 36 remove object assignment add edit make definitive remove course add course instance add add education task edit edit education task education assignment see assignment make definitive remove remove education task edit related to you remove 21 csv export reports as 38 edit personal details 11 employee add assignment see assignment edit employment add edit remove remove error 403 62 500 62 Internal server error nobody can log in Permission denied please enter a correct username and pass word wrong password wrong username 62 fill research hours installation 9 log in LO log out make assignments definitive make course instances definitive report courses related to you csv export 38 view study program add edit remove target group add add course instance remove remove course instance task add edit U e Technische Universiteit Eindhoven University of Technology remove view courses related to you 65
55. w to prepare and perform an installation of QIS to a webserver Procedures 1 Ensure that your working environment is a shell running on the server 2 Navigate to an empty folder on the server where you d like to place the application 3 Ensure that this folder is writable by the current user 4 Copy all files from the deliverable release folder to the current folder 5 Ensure that a Python interpreter 2 4 lt version lt 3 is installed on the server including all required dependencies as listed in the STD 2 section 2 1 This interpreter must be used both for executing mentioned scripts and for executing the web application Ensure that Django version 1 1 1 or higher is installed on the server From the qis tools folder run the setup py script answering all questions asked Repeat the setup process in case of failure or when unintentional settings surface Oo 0 N O Ensure that all files and folders from the application cannot be written to by the user from whose account the application will run as well as any underprivileged users U e Technische Universiteit Eindhoven University of Technology 10 Ensure that these files can be read by the user from whose account the application will run preferably by no one else 11 Ensure that a database is accessible via the settings passed to the setup py script 12 Ensure that a webserver is configured to serve requests to media statically from the folder qis media
56. y will be saved and you will remain on the current change page Save button Press this button save your new entry The entry will be saved and you will be redirected to the view you came from 4 6 Employees view 4 6 1 Functional description This is the main employee view from which you can change and modify all employees to which you have access 43 TU e Qiky Technische Universiteit Eindhoven University of Technology 4 6 2 Cautions and warnings 1 You must be logged in to see this view 2 Not all buttons described may be available depending on your user rights within QIS 3 This view may not be available at all if you do not have the permissions to view it 4 6 3 Formal description In this view you can change employee and employment data It is also possible to assign certain tasks to the employees 4 6 4 Related operations Operation Description Result Expand employees button Press this button to reveal employ ment data of all employees visible in the list The employment data of all employees visible in the list is shown within the view Assignments Press this button to make provisional You are taken to the Assignments definitive button assignments definitive Definitive view See Fill all research Press this button once to fill in re All available hours of all employees hours button search hours of all employees in the list having

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