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Dolphin Intelligent Software User Manual

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1. Contact Details Amend User Contact Details Appointment Details Education Qualifications and Experience Training Authority Attachments Appointment Responsibility Job Title The responsibilities of the Managing Director are Department Administration v 1 jdsggdsdgjdhgfidsagfjdsagfjhg Start Date Jv A 2006 2 sdkjabfsdjgbfsdjabfsdjh Induction Date iv A 2006 3 skjbsfgbsdlfsldf Finish Date z Start Process Nns O e Previous Training All of the User s personal details should be added to this Tab Some records that are produced in the Report Centre rely on this information for example the Staff Telephone List It should be borne in mind that this information is restricted to Administrators of the system and the new User s Manager When somebody leaves the company and still has outstanding training planned by using the Cleanup button will erase all outstanding training from the individual If Mails are required to be sent to this User automatically via Microsoft Outlook their external email address needs to be entered in the E Mail field and the system needs to be set up for this facility 1f the Preferences section Dolphin Version 2 4 1011 1 5 51 22 May 2009 Appointment Details In this tab the new employee should be allocated a Job Title On doing so all Required Training Modules for that Job Description are automatically added to the Training Tab and to the relev
2. Index Description Y ou can also scan documents such as reports handwritten notes Certificates of Training etc and they will become a permanent part of this Employment Record The functionality for these buttons is described in the Attachment Tabs Chapter for the Data Centre Dolphin Version 2 4 1011 1 5 56 22 May 2009 hu O Soon 5 2 1 11 Meetings This area can be used to plan and hold the minutes of meetings of many different kinds The first popup that appears after selecting Add enables you to choose the meeting type and the type of sign off to the meeting that is required Please Select Meeting Type Meeting Type Sign Of Type Sign off before Distribution Closed 3 distribution when minutes agreed Chairperson signs off by all From the Explorer Bar select the list of Meetings On the toolbar select Add This creates a new record with the four basic tabs on it The first two tabs and the last two tabs of all meetings records are the same Additional subjects are added or removed using the Add Tab and Delete Tab buttons on the toolbar Details Tab The first tab is to record the details of the meeting such as location date time Chairperson attendees and there is even a notes area so that announcements and other information can be recorded prior to the start of the meeting Minutes of Meeting i File Add Tab Delete Tab za Print be
3. This report will provide reference to any previous risk assessment undertaken for this area activity It provides details of the person undertaking the risk assessment when the risk assessment occurred the risks identified and their severity likelihood if realized and a detailed description of the risk assessment It will also show if the assessment has been signed off and 1s complete 9 3 14 Responsibilities Authorities 9 3 14 1 Responsibilities Authorities Matrix by Job Title There are no filters available on this report Selecting the View Report button will generate a matrix similar to the one shown below Authorities Responsibilities by Job Title R Responsibility A Authority Job Titles Accounts Sales Executive HR Manager Administrator Accounts Manager Finance Manager Managing Director Operations Director Cheque Writing Petty Cash This report will assist the management team with identifying key areas of responsibility and authority for individual job roles When considering recruiting new personnel to a role this may provide useful information about the competencies expected of the applicants 9 3 14 2 Responsibilities Authorities Matrix by User There are no filters available on this report Selecting the View Report button will generate a matrix similar to the one shown below Authorities Responsibilities by User R Responsibility A Authority Mr Smith Mrs Jo
4. Clicking this button takes you to the Process Map that is associated to the document being viewed in the Document Panel Processes can be associated to documents in the Edit Document Links function Note Clicking this button will close the IMS Centre and open the linked process map in the Process Centre w o o o 8 3 15 Revision History As a document is saved following changes a reason must be given for these changes Pressing on this button brings up a dialogue box where the text entered can be viewed You can also monitor who made the changes and when The revision number is the one used to control Training Module Updates and is printed at the foot of each document as it is printed out Revision History DD Job Description for Senior Partner Revision Date Altered By Alteration 20 April 2005 Andy Galloway Created base document for Job Description for the Senior Partner 20 April 2005 AndyGalloway Created base document for Job Description for the Senior Patner 12 September 2005 Andy Galloway Added Job Description ia _ 12 September 2005 And Galloway Spaced bullet points ooOo Of UO ly aaa 8 3 16 Old Revision Attachments As a document is saved following changes the old document is saved to the Attachments subfolder Pressing on this button brings up a dialogue box where these older versions can be viewed using the View button Dolphin Version 2 4 10
5. Required Competencies a Trainers Supplier Fault Types Equipment Fax Machine Supplier Approval Grades Fax Machine Servicing Manager 1 Customer Care Ratings Tape Clean Monthly Christine Zhou Customer Care Types Cause Codes Standards Equipment Type Type of Check Test Frequency Check Groups Audit Trail Department Items Audit Trail Process Items Audit Trail Results Meeting Types Click on one of the links to the left to see the related data 5 2 2 25 Audit Trail Department Items These are a set of items to check and evidence for all internal audits of specified departments against the required clauses of the Standard Audit Trail Items can be automatically added to an audit trail when creating a new internal audit Refer to Internal Audit section for further information Audit Trail Items can be tailored to address individual Departments When a new Audit Trail Department Item is added the following screen appears Please Enter Audit Trail Department Item Department Item to Check Clause Evidence The department is selected using the drop down list The Administrator should then complete each section and select Ok 5 2 2 26 Audit Trail Process Items These are a set of items to check and evidence for all process based internal audits in comparison to the relevant clause s of the Standard As with Audit Trail Department Items this can also be Dolphin Version 2 4 1011 1 5 91 22 May 2009 UN
6. ae Soft Double clicking on a mail item in the inbox will open the mail or will take the user to a specific part of Dolphin e g if the mail is a new corrective action double clicking will open the corrective action enabling the User to authorize or reject the action and so on There are various options available from the mail screen as follows Andy Galloway s Mail Centre File View Actions iNew Mail XX Delete Print gf Close E i E Grup Fa view Type E Link to Outlook gt Home E ve Forward Ee Reply E Shortcuts In Box From Subject Date Accessed 7 Andy Galloway Ejhdlfkebdti kjegbdl fk g E 30 Sep 2005 21 34 15 lt a Neil Forsyth Audit Results 05 Sep 2005 04 46 17 Neil Forsyth Reporting Audits OutB ox Heil Forsyth Conducting Audits Mail Attachments From Neil Forsyth Date 05 09 2005 04 43 32 Subject Conducting Audits This Document Has Been Modified 6 2 File Menu 6 2 1 ANewhal New Mail This button causes a new mail composition screen to open New Mail E To gt A Cancel Send E New Mail To From Andy Galloway Date 30 Sep 2005 08 54 07 Subject Dolphin Version 2 4 1011 1 6 97 22 May 2009 From here using the To button a User can select the recipient or group to which the mail is sent The User can also state a subject and text for the message The person logged in as the current User is automatically entered as the sender of t
7. 3 7 Microsoft Word 3 6 8 2 8 3 Minutes 5 12 5 53 5 54 5 55 5 56 10 3 Missing Required Modules 5 3 5 37 MS Word 8 1 N Network 2 1 4 2 5 10 5 13 12 2 12 3 12 4 Notifiers 4 2 O Only One Expanded 4 1 8 4 Originator 5 21 5 22 5 23 5 24 5 25 5 26 Outlook 3 3 3 6 4 1 4 5 5 47 6 3 6 4 Outlook Link 3 6 4 5 P Paperless 2 1 Dolphin Version 2 4 1011 1 13 2 Passed Renewal Date 5 3 5 5 5 6 5 37 Password 3 4 5 39 5 40 5 44 5 50 5 55 5 56 PDF 3 6 7 6 8 3 8 18 8 19 9 4 Preferences 3 1 3 4 3 6 3 7 4 1 4 7 5 33 5 47 5 49 6 3 7 6 7 21 7 31 8 4 8 8 8 10 12 2 Preventive Action 5 12 5 20 5 21 5 26 5 32 Preview 4 2 5 1 5 18 5 29 5 30 5 32 7 19 7 20 7 26 8 2 8 7 8 9 Print 5 3 5 5 5 6 5 7 5 13 6 3 7 19 7 20 7 26 7 27 7 30 8 2 8 4 8 5 8 7 8 8 8 9 9 3 9 8 9 9 Print Preview 7 19 7 20 7 26 8 2 8 7 8 8 8 9 process area 3 1 Process Area 3 1 Process Audit 5 15 Process Centre 3 3 3 6 4 1 4 7 5 38 6 3 7 1 7 4 7 18 7 20 7 24 7 26 7 28 7 30 7 31 8 9 8 12 9 2 Process Map 2 1 3 1 4 7 5 14 5 51 6 3 7 1 7 2 7 3 7 4 7 5 7 6 7 19 7 22 7 24 7 28 8 10 8 11 8 12 8 16 12 2 Process Mapper 7 1 7 2 7 3 7 5 7 22 process mapping 2 1 3 3 Process Mapping 2 1 3 1 3 3 Process Maps 2 1 4 7 5 14 5 51 6 3 7 1 7 5 7 21 12 2 Processes 3 1 4 4 4 7
8. Action By date that are still open as at the time of producing the report 9 2 Report Viewer Button Bar Once a report has been generated it will appear in a Report Viewer window At the top of the window 1s a short menu bar and a small button bar Report Viewer File gt Home i Close MainA eport The two options on the File Menu bar and on the Button Bar are 9 2 1 Home Pressing this button closes the Process Centre and returns the User to the Dolphin Main Page 9 2 2 a Close Close Pressing this button closes the Process Centre and returns the User to the area that was open prior to opening the Process Centre Dolphin Version 2 4 1011 1 9 2 22 May 2009 9 2 3 Report Viewer Buttons 9 2 3 1 First In multiple page reports pressing this button takes you to the first page In a single page report this option is greyed out and cannot be selected 9 2 3 2 Previous In multiple page reports pressing this button takes you to the page immediately previous to the page which you are on currently In a single page report this option is greyed out and cannot be selected 9 2 3 3 Next In multiple page reports pressing this button takes you to the page immediately following the page which you are on currently In a single page report this option is grayed out and cannot be selected 9 2 3 4 Last In multiple page reports pressing this button takes you to the last page In a si
9. Dolphin Intelligent Software User Manual For Dolphin Version 2 4 1011 1 Dolphin Software Limited 2004 2009 Chapter 1 Contents CuapterL Eolica dai yertrener ser rs ter trent ters 1 2 Cies Whats DO rt 2 1 Ciapliera DO MA AO raras 3 1 Ml 2 Foy san 3 2 LLL C A olas 3 2 AEL Dal O rai E E E cios 3 2 SAL M AA O OA 3 3 SS MCE e E E ENT 3 3 IAL A is A E T 3 3 Ieas RPO I A A PI 3 3 LLO Schedule Cenlle errereen enn 3 3 3 1 1 7 User Centre A 3 3 So O ce ko 3 3 AA PAP soeae santa ornctaasensaaeeaurespocsavaanentees 3 3 3 1 2 Be Nc cc ees epee EA 3 4 Slade PASS WO ne eee eee ee 3 4 abelian A e PIS 3 4 zos DEAN tai E 3 4 E E A aai 3 4 i EN bi AM PEE 3 4 ce io VIA calas 3 4 bol VISW TOO DAS esoo aii E 3 5 SP esausoaccosaedosastuscccasecaaseseuet 3 5 3 1 4 A pastor ENE OE E STE A 3 5 FERL A AA A 3 5 FL PPO D EE 3 5 A About Dolphi cence apaseds semenstoeonnnedenadewesoastesebssosenstonesnneteaadeustvastadelnessenessneneweks 3 5 De ESTE DA tc iene 3 6 3 2 1 Dolph Docume Misese rE Et 3 6 ARA A EPEE EED REE AE 3 6 OMAT Pore a MOI A ca 3 6 3 2 4 Data Centre Actions and Tivo YE MERS yr iia 3 6 ie noe MEA N rE EAEE A EOT 3 7 3 2 6 o EL A N 3 7 Jel Roa COI Susi E E E 3 7 3 2 8 1S Fer CHUL CoN trop eran ae eee eee 3 7 3 2 9 BRE ma DOC MEL sisas 3 7 ra lA A A A 3 7 OMe PRT iG Si ico errata 4 Mls STELLA ened 4 1 4 1 1 Linkto OUO sarro ee 4 4 1 2 escritas airis doctco cocidas amaia 4 1 4 1 3 A S E E
10. Note that deleting a document link from the IMS Editor does not delete the actual file It just deletes the association between the document and the Group in the Explorer Bar 8 3 11 5 Deleting Groups Select the group to delete from the left hand panel so that it is highlighted Click on the Delete Group button When asked confirm the request to delete the group Note that a Group cannot be deleted whilst there are documents associated with that group First delete all of the document links associated with the group that you want to delete Where there are no documents linked to that group the group can be deleted 8 3 11 6 Changing Group Names A Group Name can be changed on the fly In the left hand panel select the group that you want to rename and highlight the Description column Type the new description and then press the Enter key on your keyboard This new information will then be saved to the database 8 3 11 7 Changing Document Names A Document Description can be changed on the fly In the right hand panel select the document that you want to rename and highlight the Document column Type the new description and then press the Enter key on your keyboard This new information will then be saved to the database If you change the file name of a linked document all references to that document name within Dolphin will automatically be updated To change a file name select the document th
11. O El El El DefLinkProp El DetNodeProp Alignment Autosize BackMode DashStule Drawlolor Drawidth FillColor Font Gradient GradientColor Gradienti ade Hidden lmagelndes ImagePosition InLink able LabelE dit Logical Dutlinkable Owner rey Selectable Shadow Shape Text TextColor Testidargin Tooltip Transparent Trimming DefNodeProp Default properties for nodes Dolphin Version 2 4 1011 1 Laszalle Flow DefLink Lassalle Flow DefNode CenterMIDDOLE None Transparent Solid MA 0 128 0 1 255 255 128 Microsoft Sans Serf 1 Falze 236 233 216 BackwardDiagonal False RelatiweT oT ext True True True True False True RightBottom 172 168 Ellipse za 0 MW 0 00 0 0 False Hone l 7 23 22 May 2009 7 6 3 2 Revision History As a Process Diagram is saved following changes a reason must be given for these changes Selecting this menu item brings up a dialogue box where the text entered can be viewed You can also monitor who made the changes and when The revision number is the one used to control Process Training Updates and is printed at the foot of each document as it is printed out Process Revisions Revision Alteration Authorised Procedure PR Processes Purchasing Andy Galloway Repaired links Andy Galloway 508 2005 Added new button bar and changed blue button font size to 10pt Andy Galloway 05 09 2005 Prepared Process Map for first use Andy Galloway
12. Outstanding Duties sa Equipment Reports By selecting an item on the list in the Report Explorer the possible options are made available in the right hand panel These options are then used to filter the results in the databases and to generate a report in a predefined format Dolphin Version 2 4 1011 1 9 1 22 May 2009 UN qn en a Si EA For example it is possible to show complete or incomplete sections of the Action Improvement Detail Report Report Generator File y Cue Report Explorer Improvement Detail Reports Audit Reports Please Select the Filter Criteria 24 Improvement Reports a a Improvement List Improvement Number 1 ta ca Improvement Detail Improvements Overdue Raised From 0170171900 ca Customer Reports Raised To 3171777999 Supplier Reports ca Mail Reports Paisgd By Department Reports Overdue ca User Reports ca External Reports a Training Reports Statue 4 Meeting Reports ey Schedule Reports 2 ca Equipment Reports c Fisk Reporte Cause Code Awaiting Closure gt Complete with Addition Incomplete with Addition we In comparison some reports do not have filtering options and so the right hand panel will continue to display the legend No Filter Available This would be for reports that are based on a pre defined and standard set of filters 1 e the Improvements Overdue report is always all Actions and Improvements that are past their
13. Start Process for this User can be allocated in this tab from the drop down list of available processes Then the manager should address whether there has been any additional training identified The options are e Select an Internal Training Module to be delivered to this employee You can click on the View button to review the module When satisfied click on the Add button to create a new Training Record and to allocate it in exactly the same way as this one e Select an External Training Course to be delivered to this employee You can click on the Add button to create a new Training Record and to allocate it in exactly the same way as this one e Ifan additional training need is identified for which there is no training currently clicking on the Add button against the third option causes an Action to be generated with suitable prompter words already inserted This needs to be completed and handled in the normal way for Actions Improvements e If this training was so useful to this employee it might be useful to others also Clicking on the Add button against the fourth option causes an Action to be generated with suitable prompter words already inserted This needs to be completed and handled in the normal way for Actions Improvements The Manager then enters his or her Dolphin password to the sign off box at the foot of the form and presses the OK button This Training Record is now marked as Cl
14. TM Customer Complaints Handling TM Customer Satisfaction TM Disconnections TM Engineer Call Out TM Enquiry Handling TM False Alarm Management TM Handing Over DEK Course Type 2 1 Internal Internal Internal Internal Internal Internal Internal Internal Internal Internal Internal Internal Internal Internal Installation of Access Control Systems TM Installation of Access Control Systems Internal Click on one of the links to the left to see the related data Obsolete Training Modules Right clicking on a training module now gives the option of making that training module obsolete which has the following effects o The User is informed how many unfinished modules will be affected o The Training Module is deleted from all related Module records o Dolphin gives the option remove the module from required modules database It is possible to reinstate a training module which removes the obsolete marker by right clicking on the required training module and selecting Reinstate Training Module 5 2 2 9 Training Groups This subrecord allows an administrator to list training groups within the organisation The use of this facility allows groups of personnel conducting the same function but with different job roles e g handling customer complaints monitoring customer satisfaction answering telephone calls etc to undertake training as a group instead of individuals 5 2 2 10 Training Group Links
15. i Pie corres a 12 bp 1h l dl 215 del e A 15 html tk Loss Weele oF rT 4 RE 3 n Es i Piet af yee TA a 10 Double click on the DEC exe again to run Dolphin Event Check Please be patient to wait for the program to search the data from your server if you click on the red cross on the right corner the program will be closed Dolphin Event Checker e No ltems Found Time Taken 0 063 Second s 11 Itis very important that your window log name in Dolphin must be exactly same with your log name to the PC Window You can change the Dolphin log name in the User Centre in Dolphin 13 2 6 Multiple Dongle Addresses Multiple Dongle addresses are available via the C IPA TXT file if required Enter a list of IP Addresses to check for the dongle Write Access to the server or hard drive is required the first time this application is run on a PC The Program first looks at the Database for the IP Address 1f the IPA file does not exist and creates this file Dolphin Version 2 4 1011 1 13 5 22 May 2009 13 3 Appendix C Index A Access 3 1 3 3 3 4 3 6 4 2 4 5 5 46 5 47 5 50 5 51 5 59 5 60 7 4 7 6 7 8 7 19 7 22 7 30 8 2 9 17 9 18 12 1 12 2 12 5 Access Rights 3 1 3 3 Accreditation 2 1 Action 5 12 5 15 5 18 5 20 5 21 5 23 5 24 5 25 5 26 5 31 5 32 5 37 5 40 5 49 5 54 5 55 5 68 5 69 Actionee 5 23 5 24 5 25 5 26 Actions 3 2 3 6 4 2 4 8 5
16. z 00 View To Do List 8 fa 9 10 To Do List This list is populated when the following processes are at an incomplete stage as a reminder to the owner as to what actions remain outstanding e g Internal Audits Actions Improvements including those which have not been submitted Customer Care Record Training Reminder for Trainee and Trainer Training Report Reminder for Trainee Trainer and Manager Training Results Reminder for Trainee Manager Risk Review O Oo OO Oo O Dolphin Version 2 4 1011 1 10 1 22 May 2009 e 1 A kt cy i t E i o Equipment Records added to list 7 days prior to due date to allow sufficient preparation time To Do List Lead Time Days Index User rea Description The To Do list can allow all Personnel to be shown HR Only all within a department Manager Only or just the current user Standard Operator Double clicking on a to do list item allows it to be opened and edited The list currently defaults to events in the forthcoming 7 days but this may be altered as required 10 2 User Accounts As a new User is added to the system a Schedule Centre Account is automatically generated All reminders and appointments for that User are automatically posted and may be accessed in the Schedule Centre After a User logs in to the system Dolphin quickly checks the Schedule Centre for any Appointments that may be due or overdue and posts a reminder to the User These may not
17. 13 1 Dolphin Version 2 4 1011 1 D Data Centre 3 2 3 4 3 6 4 5 4 8 5 1 5 3 5 10 5 13 5 17 5 20 5 27 5 30 5 34 5 37 5 38 5 46 5 49 5 52 5 55 6 3 9 3 Database 3 4 4 2 4 7 5 13 5 28 5 29 5 31 5 53 5 63 5 65 5 66 5 73 6 3 8 2 8 10 8 11 12 5 Default Cell 4 7 Default Printer 7 19 8 7 department 3 3 5 14 5 59 Department 3 3 5 14 5 50 5 51 5 59 5 60 5 74 10 1 10 2 designator 4 2 8 10 Designator 4 2 8 10 development 2 1 Development 2 1 Doc Group 4 2 Documentation Control 2 1 5 20 documents 2 1 3 1 3 3 3 7 5 13 5 14 5 17 5 19 5 32 5 40 5 41 5 51 5 52 5 55 5 70 7 6 8 1 8 2 8 3 8 10 8 11 8 12 8 13 8 14 8 16 8 19 12 2 Documents 2 1 3 1 3 3 3 4 3 7 4 7 4 8 5 13 5 14 5 17 5 19 5 32 5 40 5 41 5 51 5 52 5 55 5 70 6 3 7 6 8 1 8 2 8 3 8 5 8 6 8 7 8 10 8 11 8 12 8 13 8 14 8 16 8 18 8 19 12 2 Dolphin Document 3 6 4 4 6 3 Dolphin Support 3 5 12 3 E Edit Menu 3 4 7 20 7 26 7 27 7 28 7 31 8 13 8 14 Environmental 2 1 Equipment 3 2 5 42 5 57 5 58 5 59 5 60 5 71 5 72 6 3 Equipment List 5 57 5 71 5 72 Equipment Type 5 57 5 58 5 59 5 60 5 71 Explorer Bar 3 1 3 4 3 6 4 3 4 4 4 5 4 7 5 10 5 12 5 53 8 3 8 4 8 10 8 11 External Audit 3 2 5 17 5 20 5 51 5 70 6 3 External Document 3 6 4 5 6 3 External Program 3 7 4 5 External T
18. 5 14 5 42 5 49 5 74 7 1 7 21 8 12 10 1 Proposed Completion Date 5 21 5 23 5 25 Q Quality 2 1 5 67 12 2 12 3 Quit 3 3 7 30 8 5 R Records 2 1 3 2 3 3 3 4 4 8 5 1 5 2 5 3 5 4 5 5 5 6 5 7 5 9 5 10 5 12 5 13 5 14 5 15 5 17 5 19 5 20 5 21 5 27 5 29 5 30 5 31 5 32 5 33 5 34 5 36 5 37 5 38 5 39 5 40 5 41 5 43 5 44 5 46 5 47 5 49 5 50 5 51 5 52 5 53 5 54 5 55 5 56 5 57 5 58 5 59 5 60 5 61 5 62 5 64 5 65 5 66 5 67 5 68 5 69 5 71 5 72 6 3 9 4 9 8 9 9 10 1 11 1 12 2 Renewable 5 5 5 6 5 37 Renewal Date 5 3 5 5 5 6 5 37 Report Centre 3 3 3 6 4 5 5 3 5 13 5 47 5 56 6 3 9 1 9 8 9 9 Report Viewer 9 2 9 3 9 5 Required Modules 5 3 5 5 5 7 5 8 5 9 5 37 5 59 5 60 5 61 5 64 5 65 5 69 9 19 Reseller Details 3 4 3 5 S Schedule Centre 3 3 3 6 4 5 4 8 5 4 5 6 5 7 5 62 8 9 10 1 10 2 standard 2 1 4 7 5 14 5 20 5 38 5 51 5 71 7 6 7 8 7 10 7 12 7 15 8 1 8 20 9 2 9 3 Start Expanded 4 1 8 4 start up 3 1 Subrecords 3 2 5 1 5 2 5 3 5 8 5 12 5 14 5 36 5 48 5 57 5 59 5 60 5 61 5 62 5 63 5 64 5 65 5 66 5 67 5 68 5 69 5 70 5 71 5 72 5 74 5 75 10 2 Supplier Approval 5 59 5 60 5 67 22 May 2009 Support Details 3 5 System Preferences 3 1 4 1 T Test 5 57 5 58 5 71 5 72 5 73 12 2 12 3 Toolbars 3 1 3 2 3 4 4 1 5 1 5 12 5 13
19. 5 17 5 20 5 27 5 29 5 30 5 34 5 37 5 53 5 59 7 11 8 2 Training 3 2 3 3 3 4 4 2 4 8 5 2 5 3 5 4 5 5 5 6 5 7 5 8 5 9 5 10 5 12 5 15 5 17 5 19 5 20 5 32 5 36 5 37 5 38 5 39 5 40 5 41 5 43 5 44 5 47 5 48 5 49 5 50 5 51 5 52 5 59 5 60 5 63 5 64 5 65 5 66 5 69 5 70 6 3 7 23 8 10 8 12 9 4 9 19 10 1 10 2 12 2 Training Modules 3 4 4 2 5 6 5 7 5 8 5 10 5 37 5 38 5 48 5 49 5 59 5 60 5 63 5 64 5 65 5 66 8 10 U Unlock All 5 3 5 10 5 11 12 3 Updated Training Module 5 3 5 6 5 7 5 38 Dolphin Version 2 4 1011 1 13 3 User Centre 3 3 3 4 4 1 4 2 5 9 5 21 5 36 5 37 5 46 5 51 5 59 5 60 5 61 5 66 5 69 6 3 12 5 User Process 3 1 4 1 5 49 Utilities 5 3 5 6 5 8 5 10 5 11 5 37 5 38 5 49 Utility 5 3 5 4 5 5 5 6 5 7 5 8 5 9 V View 3 2 3 4 5 1 5 2 5 3 5 7 5 12 5 13 5 14 5 30 5 34 5 37 5 38 5 40 5 46 5 49 5 50 5 51 5 62 5 64 6 1 6 3 6 4 7 20 7 22 7 23 7 28 7 30 8 9 8 12 8 14 8 20 9 3 9 6 9 7 9 8 9 9 9 10 9 11 9 12 9 13 9 14 9 16 9 17 9 18 9 19 10 1 10 2 10 3 View EB 3 4 View Menu 3 4 6 3 7 22 7 28 View Toolbars 3 4 View Type 5 1 6 4 W Word 3 6 8 1 8 2 8 3 8 4 22 May 2009
20. An Alternative Copy Routine As an alternative to the above method you can access the file that you want to copy and create a copy via the computers operating system then Import the new file as in Import Existing Map section below 7 2 3 Import Existing Map To import a Process Diagram from elsewhere go to the Process Centre click on the File menu and select Import A My Recent Documents 3 Desktop G My Documents My Computer z VAID C e hlemonsStick 01 V tae DVD R Drive E La PR Responsibilitie cae UDISK 2 0 F Le PR Responsibilitie S Screening 5 La PR Vision and Mis SE EOM Data U Lp PROverview Flw Sy Dolphin Software Le Regulations in err 9 Dolphin Demonstrations Security Company Test Area Ea lomwCharte a My Network Places Sy Processes C Test Graphics _ My M File name Regulations in eror Flay Places Files of type Process Diagrama fly kd Cancel My Recent Documents Find the flw file that you want to import Ensure that the file name begins with PR Some examples of this are PROI PR Help File 02 PR Main Process Map PR Sales 01 etc Click on OK and enter a description of the Process Diagram If the process map chosen to import has the same filename as an existing process map the operator is asked if they want to overwrite If the operator answers yes then the revision history belonging to that filename is cleared back down to revision
21. Assign Required Modules Select the job title using the combo bos and assign training modules to that job title by dragging them to the right hand box or using the buttons provided Job Title Unassigned Groups Assigned BOSCH DOMES ECS PASS DATE GEOFFREY VALID ACCESS Unassigned Modules Cloze You can see the list of Training Modules that are not assigned to that Job Title and those that are Using the buttons transfers the Training Modules from one list to the other Close the utility down by using the Exit button in the top right of the form Additionally if a job title is associated with more than one training group it is possible to select the required training groups from the unassigned list Choosing select will move those groups to the Assigned box The purpose of this facility is to make mass assignments easier and faster Assign Trainers This works in a similar fashion to the Assign Required Modules Utility Selecting the Assign Trainers button from the drop down list under Utilities will bring up the screen below Dolphin Version 2 4 1011 1 5 8 22 May 2009 Assign Trainers Select the module using the combo box and assign trainers to that module by dragging them to the right hand box or using the buttons provided Unassigned Assigned lt All Selected Selected gt All gt The User selects the module required A list of User names will appear
22. Cause Code 152 21 January 2006 i Andy 20 February 2006 i lt Unknowne Cerate a training system fo rhe Post production department 166 21 January 20068 AndyG 20 February 2006 lt Unknowne Create a comprehensive reporting system for the Production Department Dolphin Version 2 4 1011 1 5 21 22 May 2009 UN O de Si EA 7 Any corrections corrective actions preventive actions or improvements that are flagged up as result of this audit should be raised from this tab This will give full traceability between the actions and this audit Attachments Tab The fifth tab is used to attach any documentary evidence that may be relevant to the audit For example you might comment that a certain document is in error and attach it to this tab for future viewing The document will be changed and any evidence of the error will be lost However by attaching it to this tab you preserve a copy of the document as it is for future reference You can also scan documents such as reports handwritten notes Certificates of Training etc and they will become a permanent part of this Audit Record The functionality for these buttons is described in the Attachment Tabs section External Audits E File E e Add Action Add Improvement c Print bel Save lt Exit without Saving gf Save and Exit E External Audit Number 1 Main Audit Trail l Results Actions Improvements Attachments ume header here to group by Hat colurm
23. In a document that has Targets in it positioning the insertion point at the target will allow this option to be selectable Changing the Target Name and clicking on OK saves the new Target Name in the document Note that any Hyperlinks in other documents that aim at this Target will need to be reprogrammed to reflect the new Target Name Alternatively place an additional target alongside the original so that both are available for Hyperlinks 3 5 Document Panel The Document Panel is where the editing of the document takes place by those with the correct authority to do so The panel comprises the following areas Formatting Button Bar Document Ruler Bar Document Status Bar IMS Index Sel i gie Edit view Insert Format Table Options Tools process iD rh a oS AA o Y Cose Bi BB Ta F 2 Ea B apajol a ALS SOB ft et te Ge Normal w MS Sans Serif Job Descriptions 2 Job Description for Administration Assistant Job Description for Engineers Job Description for Office Manager Job Description for Partner Job Description for the Quality Manager Job Description for Senior Partner Responsibilities of the SPE Job Description for Subcontract Engineers Job Description for Senior Partner Job Description for Surveyor Whilst the Senior Partner may delegate many of his responsibilities to Suitably trained and qualified members of staff he has overall responsibility for the following Form
24. Save In Dolphin Software do jE My Recent 53 Dolphin Demonstrations Documents 53 Dolphin Training Modules fq Downloads faa Screen Shots fa Shapes 53 Zip Files md n overview of Dolphin pdf TA Mice Layout pdf TA Mice Layout zip pdf Places Mp Network File name Internal Audit Details Report pdf save as hype Adobe Acrobat pdf Cancel Pressing the Save button creates a pdf document with the stated name and saves it in the specified location This file can then be imported into the IMS Centre attached to Training Records Audit Reports etc This format is also the approved format for sharing reports by attaching them to emails and posting them on Intranet or Internet sites 9 2 3 10 Toggle Group Tree Report Viewer File F Home Lal Close E 44 AxS AAA MH ainA eport Pressing this button opens a side panel down the left hand side of the main viewer window All the individual records that make up the Report are listed in the left hand panel Clicking on one of the numbered icons takes you to that record within the Report Dolphin Version 2 4 1011 1 9 4 22 May 2009 9 2 3 11 Zoom Selecting the little black arrow next to the Zoom button reveals a drop down menu of all of the pre programmed zoom options Selecting one of the options applies that zoom ratio to the Report Viewer window Page Width Whole Pa
25. document where you want the image to appear Then click on the Insert Image button From the dialogue box select the image that you want in the document and click on Open The image will appear in the document at the insertion point When the document is saved the image is embedded into the document Look ir E Buttons d amp E bewmahom gif i blachtop gif i blubvhlp o e bevmapns gif blrfaq gif blubwhaorr My F Recent gi i bewmappr gif blrhelp gif blubyprx Doeane gi J bewmatop gif ie blrhorne gif i blubvppy E gi i blanfad gif ie blrnpage gif i blubykop i blanhelp gif blrppage gif ims bluFaq git Desktop im ie blanhome gif blrtop gif bluhelp q i i blanpage gif i blrtpage gif i bluhorne i blantop gif i blsFaq gif i blurmxFag ims blappage gif i blshelp gif iP blumzhlp rJ agw pp gif blpchfadg gif i blshorne gif i aquyvtop gif i blpchhip gif ime blsnpage gif i Beatle 1 gif i blpchham gif a blsppage gif i bewmarad gif im blpchprix gif m blstop gif ie bewmahlp gif is blpchppw gif ie bluby Faq gif by aan File name blrtop gif Y Places Files of type Graphics Interchange Format GIF r Cancel Dolphin Version 2 4 1011 1 8 16 22 May 2009 8 3 19 2 Editing Images Images can be resized by selecting the image which creates sizing handles Grab a handle by clicking on it and dragging it This will cause the document to
26. qn O de Si EA 7 automatically added to an audit trail for internal audits and tailored to meet the requirements of a specific process A window similar to that shown above for Audit Trail Department Items will appear However instead of a Department drop down list there will be a list of processes available for audit 5 2 2 27 Audit Trail Results The categories for the audit trail results are recorded in this subrecord and could include the following Description Conforming Nonconformity Not Applicable A AA NN Not Checked Note Observation 5 2 2 28 Meeting Types The relevant types of meeting held within the organization should be added to Dolphin via this subrecord To add a new meeting the Add button should be selected and this brings up the following window The title of the meeting should be typed in the box and then click Ok to save the changes to the subrecord 5 2 2 29 Meeting Type Tabs When the various meetings have been established in Dolphin it is possible to assign Meetings Tabs which constitute broad agenda items Select the Add button for this subrecord and the window below appears Please Enter Meeting Type Tabs Sele Meeting Type Tab Mame Agenda ltem Title Hew Dolphin Version 2 4 1011 1 5 92 22 May 2009 1 5 EA rd 5 2 2 30 Risk Assessment Types To enable the risk assessment record to be generated it is necessary to populate various subre
27. rea PR Procedure Control of NCP Customer Care Auditee John Smith Auditee Deborah Sutton Suppliers Auditor Andrew Galloway Auditor Andrew Galloway Audit Date 193 September z004 Audit Date 04 April 005 Complete Complete L Calibration Records Vehicle Records Training Records Training Evaluation and 4ppralzal Indes 18 Index EN User Records Admin Only Audit rea PR Processes HA Audit Area Sales and Marketing Auditee Sally Jones Auditee Neil Farrar Auditor Andrew Galloway Auditor Andrew Galloway Audit Date 04 October 2004 Audit Date 09 April 2005 Complete all Complete F Click on one of the links to the left to see the related data 5 1 1 4 Add Pressing this button performs one of 2 actions dependant on whether you are looking at Records or Subrecords e Records will go to a separate screen to enter detailed data e Subrecords When information needs to be added to a subrecord within the Datacentre click on the relevant subrecord this will create a popup box to appear in the middle of the screen which needs to be fully completed with all the required information Training Records lt This is an example popup box which is used for creating a subrecord for training __ 30 March 2007 v Check Availability O 5 1 1 5 View This opens up a screen showing the whole data for a particular record Not for Subrecords In this screen record data can be amended 1f the curre
28. the training must be evaluated to make sure that it was effective and to determine whether it can be built upon or propagated to other staff Dolphin Version 2 4 1011 1 5 42 22 May 2009 Traming Records Competency Level Additional Training Identified Manager enter your password to close off this stage i wit The Manager evaluates the training given predominantly in light of this particular employee He makes notes in the free text area about what was seen what reports have been received etc Based on this the employee is awarded a competency level from the drop down list Then the Manager should address whether there has been any additional training identified The options are Training Records A a A External Trina Made a e Training to be Sourced Developed fads view Training to be Provided for Other Personnel ee Es Jer Manager enter your password to close off this stage Manager ti Select an Internal Training Module to be delivered to this employee You can click on the View button to review the module When satisfied click on the Add button to create a new Training Record and to allocate it in exactly the same way as this one Select an External Training Course to be delivered to this employee You can click on the Add button to create a new Training Record and to allocate it in exactly the same way as this one Dolphin Version 2 4 1011 1 5 43 22 May 2009
29. will bring up the following window Please Select Risk Degree Em lx Grade Description Mew The Grade will represent the value of the Risk Level e g Risk Severity of 5 multiplied by Risk Likelihood of 5 gives a value of 25 If 5 represents Extremely Unlikely to Occur and Minimal severity an organization may choose to accept and monitor such a risk because 1t may be economically unviable to take action to reduce or eliminate the risk The risk control techniques commonly applied are e Accept the risk 1 e risks that have a low probability of occurring and low impact if they occur e Reduce the risk low impact and high probability e Manage the risk high impact and low probability e Eliminate the risk high impact and high probability 5 2 2 37 Risk Identified It is possible to add a series of common risks as subrecords This assists when completing a risk assessment record because a number of pre identified risks will appear as choices for selection Identified risks are added by selecting the Risks Identified subrecord then add and the following box appears Please Select Enter Identified Risk 9 1 3 5 2 2 38 Process Tree This subrecord has been added to allow the generation of a process tree in the Process Centre Selecting Add will result in the following screen Dolphin Version 2 4 1011 1 5 95 22 May 2009 Please Enter Process Tree ltem Sequence Process Paren
30. 1 Dolphin Version 2 4 1011 1 7 4 22 May 2009 DolphinNet Enter Process Description Cancel la new quality process created from the health and afty template This information will appear on the Status Bar at the bottom of the Process Panel This can be changed at any time by an Administrator or a User with Process Map editing authority by clicking on Edit Change Form Name There is no need to be in Edit Mode to do this Clicking on OK continues the import routine and Dolphin will move a copy of the selected file into the active FlowCharts subfolder to ensure this file is accessible from the automatically created lists within the active Dolphin system WARNING If this Import creates a duplicate file name in the FlowCharts subfolder there will not be an error message and the original file will be overwritten without warning 7 2 4 Create a process map using the Drill Down Function This function allows a user to create process maps at different levels within the Process Centre For example Process Map PROverview is regarded as the parent map for the organization and below this level additional process maps e g monitoring customer satisfaction installing alarms etc could be created To use the Drill Down function the User must be working in the Edit Mode function Select the Node below which the new process will be created and right click Select the following button from the list Drill Down A popup will
31. 1 5 2 5 4 5 12 5 13 5 15 5 16 5 17 5 18 5 19 5 20 5 21 5 23 5 24 5 25 5 26 5 30 5 31 5 32 5 33 5 37 5 40 5 49 5 51 5 54 5 55 5 59 5 68 5 69 6 1 6 3 6 4 7 20 7 32 9 2 9 9 10 1 10 2 Actions and Improvements 3 6 5 15 5 18 5 20 5 26 5 31 5 32 5 51 9 2 10 2 Actions Improvements 3 6 5 12 5 15 5 16 5 18 5 40 5 49 Activate 8 14 12 3 Administrator 3 3 3 6 3 7 4 2 4 7 4 8 5 1 5 3 5 10 5 37 5 46 5 47 5 50 5 51 5 59 5 61 5 72 5 74 7 1 7 2 7 3 7 5 7 6 7 21 8 8 9 17 9 18 Assign RMs 5 3 5 7 5 8 Attachments Tab 5 16 5 19 5 32 5 36 5 40 5 51 Audit 3 2 3 6 5 1 5 3 5 12 5 13 5 14 5 15 5 17 5 19 5 20 5 51 5 59 5 60 5 70 5 73 5 74 6 3 9 4 9 6 9 7 9 8 9 9 9 11 9 12 9 13 9 14 9 16 9 17 9 18 10 1 Audit Trail 5 14 5 15 5 17 5 59 5 60 5 73 5 74 Auditee 5 15 Auditor 2 1 5 14 5 15 5 17 5 51 Authorize 5 21 5 22 5 23 5 51 Auto Mail 4 1 7 18 B business effectiveness 2 1 Business effectiveness 2 1 C Calibration 5 20 5 57 10 2 Consultants 2 1 Continual Improvement 2 1 Coordinator 4 2 4 7 Corporate Social Responsibility 2 1 Correction 5 12 5 20 5 21 5 26 Corrective Action 5 12 5 20 5 21 5 26 Customer Care 3 2 5 29 5 30 5 31 5 32 5 33 5 51 5 68 5 69 6 3 9 12 9 13 10 1 customizable 3 1 3 4 3 6 5 1 8 3 Customizable 3 1 3 4 3 6 5 1 8 3
32. 2 Employee Neil Forsyth Most automatically generated Appointments are scheduled for 30 minutes Therefore they do not show much detail in this view 10 5 Generating a New Appointment When an appointment is generated via the New Appointment button the following window appears co Management Review Meeting Appointment Reccurence lA Save and Close x Delete E Subject Management Review Meeting mer Ruth Jenkins 7 ID 2 Start Time 104 054 2007 8 00 AM _ Alday event End Time 107 057 2007 w 8 30 AM wW Reminder Dolphin Version 2 4 1011 1 10 4 22 May 2009 If required the appointment may be selected as a recurring appointment by choosing 4 Reccurence Closing the appointment will refresh and update the Schedule automatically Also if it is necessary to move an appointment date e g 10 05 07 moves to 17 05 07 the appointment can be dragged to the new date and this will update the schedule Dolphin Version 2 4 1011 1 10 5 22 May 2009 e E Soft a Chapter 11 Dolphin Loader Exe The flowchart below describes how Dolphin Loader Exe controls the logging into and out of the Dolphin System Dolphin Version 2 4 1011 1 11 1 22 May 2009 A E Softw a When the Dolphin icon is double clicked Loader Exe will check the local and network versions of Dolphin Net and uploads the new version if required The log in screen will then appear and allow a user
33. Address oDe 07070707 Fax Town Shared Files Create Manage Country ESE Enter the customer folder name e g Dolphin Software Limited This will be appended to the main shared files path in the Preferences Data Centre Tab If blank the customer name will be assumed Once the relevant information has been input there are three buttons below the name of the subfolder This gives 3 further options e Create Folder generates the folder on the combined path or e Manage Folder opens it up in windows explorer or e Open File opens up an open file dialog based at the combined path When completed click on the Save and Exit button and the data will be saved to the Customer Database Clicking on Exit without Saving returns the User to the List of Customers with no additional entries made Notes Tab View Customer i c Print fr Save XX Exit without Saving gf Save and Exit E Customer Mr Smith Details Hotes Customer Care Attachments Notes New Customer Visit to be arranged Dolphin Version 2 4 1011 1 5 32 22 May 2009 Softw This is an area for free text and any and all useful information should be added to these notes Customer Care View Customer Ea Print fil Save gt lt Exit without Saving gf Save and Exit E Customer Mr Smith Details Notes Customer Care Attachments Score O N umber Contact Date Raised Raised Ey Sco
34. Cause Code stage Score 5 y re Ts A sey Mir Smith UI May 200 lt Ruth Jenkins Submitted Mew Customer Care Record Customer care issues that have been raised by a customer are listed under this tab One way of raising a Customer Care issue 1s to click on the New Customer Care Record under this tab see above The blue preview lines show the Brief description from the Customer care issues and are only shown if the Auto Preview preference is set Dragging the column headers up to the grey bar allows sorting and grouping within the database as described in the Group function for the Toolbar Attachments This tab is used to hold any relevant documentary information relating to the customer View Customer E Sy Print tril Save gt lt Exit without Saving gf Save and Exit E Customer Mr Smith Details Notes Customer Care Attachments Draga column header here to group by that column Index Description Add Remove Dolphin Version 2 4 1011 1 5 33 22 May 2009 5 2 1 6 Customer Care The Customer Care Table holds all instances of Customer Care issues As with other such tables the Preview information can be switched off or on Records Internal Audit External Audit CC Controller Actions Improvements The Ltd Company i The Boss 7 i Administrator 2 Customers Customer Care Suppliers Training Records Trainer Records Training Evaluation and Appraisal User Record
35. Cause Codes occcccccccnnnnnnnnnnnonnnononnnnnnnnnonononononononoss 5 85 5 2 2 17 Required Modules by Job Title coccccccccccnonnnccnnnonnnnnnnnnnnnnnnnnnnononoss 5 85 Dolphin Version 2 4 1011 1 1 5 22 May 2009 9 22 18 Regu ired modules PUSE aserto 5 86 5 2 21 9 Required Competencies ra E a iaiia 5 87 E MAS isc 5 87 DZ Zi CUPPING A EE EE E EESE 5 88 IN Cie AA e O OU A 5 88 III SS AI A E E 5 89 Is CCW CAO CI OO POQUER N E T EE 5 90 32223 Audit Trail Department Tems ce bes cee asasoeetcwcetecnecuat nce ESS 5 91 9 2220 Audit Trak Process Mems an cicetan cease sahchencpucat E E E 5 91 9222h NL sern A 5 92 UI A E E 5 92 Se Mome T pe TaD e a a ial lara 5 92 AI y SN eE ENET EE ORNE 5 93 DLL Ls PRK a T gilccctadseoteensauedocasduccteos gticcccasseeaeenes 5 93 AI A E E E E E 5 93 IL REELE eee E merry 5 93 AZ REER IOO e N EN cipicnio 5 94 A RERA A o y II E A 5 94 22 230 ISK DOI iii aia 5 95 A A A sce acrsacecetasecnncadieacebcmodecmpeagnacanedadeantendecteenunactiededs ateeadeeatpenedaute 5 95 DZ Os A op gadeunaactereapeunteacaacnereee 5 95 Chanter cam Uo ordinaria 6 96 Sis hol iaa iia 6 96 Mis TUS DMI ii a a aA 6 97 A ew Mail 0 0000000iirisistiistisisrrstsisrisisrrstesrstras 6 97 6 2 2 DIA E E 6 98 6 2 3 BAB IN 6 98 6 2 4 MEABRBEA CIs ccccsssssssessssessssnsssvensseesesvenesvnsesinsesvneseeneeieneeiasestasesiasesiette 6 98 Mor VIVIA AAA ee ees 6 99 6 3 1 A ceccccc
36. Conway Personnel Induction _ Anna Conway Personnel Induction After clicking utilities select Mass Training tick each of the training modules you regard as having been completed by that individual through Training experience or qualification Dolphin Version 2 4 1011 1 22 May 2009 VIN qn O yt O f t aH E Once selected choose the competency level you are going to assign to those selected modules and then click on generate All the selections you have made will now be deemed to be completed and as such Dolphin will not generate reminders to complete those training modules A full record list is available after generation to allow checking for errors Unlock All If the software closes with records open 1 e due to a system crash or network error the system does not have a chance to close down the records properly To prevent corruption of data the record 1s not available to be opened whilst the system registers it as already open To use this system all users must log out and close Dolphin down except the Administrator that is going to perform the Unlock In the Data Centre from the Explorer Bar select the record type that needs to be unlocked so that the locked record is one of those in the list in the main panel Select the Utilities Menu Unlock All You will be asked to verify that all users are out of Dolphin DolphinNet Are all users out of Dolphin Click the No button cancels the
37. Event Checker set up top notify all users of the change s to the document A description of the change is included in the mail 4 8 3 5 Find Item this document Selecting this feature allows you to search the document that 1s open in the Document Panel for any text string Clicking on the button opens a dialogue box for you to input the text string to be searched for the direction of the search and whether to case of the text is important or not Find what _FindNext Direction Cancel if Match case Up Down Clicking on the Find Next button finds the next instance of that text in the search direction from where the insertion point is currently in the document This operation can be repeated until the beginning or the end of the document is reached depending on the search direction selected When there are no more instances of the search text to find the User gets one of the following warning messages For a text search in the Down direction Find and Replace 1 The text start has been reached Dolphin Version 2 4 1011 1 8 6 22 May 2009 VIN qn O ye O f t aH S 8 3 6 H Page Set Up Clicking on the Page Set Up button opens the Page Setup dialogue box In it you can select various items to do with preparing the document for correct viewing on the screen and for printing out Once changes have been made click on OK These settings are associated to that document only Due to the Dolphi
38. Explorer MAA Training By Skill Reports EE Audit Reports 3 Improvement Reports 4 Customer Reports Trainee lt All gt Supplier Reports Sy Mail Reports 4 Department Reports Training Module A Control of Records 3 User Reports External Reports ca View External Report Course Date From 01 05 2007 Ee 2 ia Sia a Course Date To 30 06 2007 lt a Training By Skill Trainer Ruth Jenkins lt g gt i lt E Training ID g wo co co co ike lt Clicking on the View Report button causes the Training by Skills Report to be generated on the screen as shown below Training By Module TM Control of Records Trainee Pass Rating Trainer Date Trained Alex Fyles los Competent Ruth Jenkins 31 May 2007 Andrea Moore e Competent Ruth Jenkins 31 May 2007 Andrew Hodgkins Trainer Ruth Jenkins 31 May 2007 Carl Ballington Closed Trainer Ruth Jenkins 31 May 2007 Christine Smith Closed Competent Ruth Jenkins 31 May 2007 Colin Atkin Closed Competent Ruth Jenkins 31 May 2007 David Mure Closed Competent Ruth Jenkins 31 May 2007 Dawn Stephens Closed Competent Ruth Jenkins 31 May 2007 Elaine Bruce Closed Competent Ruth Jenkins 31 May 2007 This Report can then be printed or exported as detailed above Such a report is useful when evaluating staff training plans or future business direction 9 3 9 3 Training by Trainee The Training by Trainee report allows an Administr
39. Records Vehicle Records Training Records Training Evaluation and Appraisal User Records Admin Only SubRecords Click on one of the links to the left to see the related data The Suppliers table holds information about all suppliers Double clicking a list item or selecting it and pressing the View button opens a single Supplier Record Within this form the toolbar buttons across the top work in exactly the same way that they do in all other records within the Data Centre Supplier Tab View Supplier H Save x Exit without Saving b Save and Exit Supplier MR SMITH Contact Details Telephone Address Address Mobile Fax Email i Town Training County Training Supplier Country The Supplier screen holds all the data relevant to a particular Supplier Notes Tab This tab is used to record any relevant details about the Supplier e g reason for choice previous experience of Supplier 1 e reliability cost etc Dolphin Version 2 4 1011 1 5 38 22 May 2009 View Supplier ip ee eer URT t wer Supplier Notes Attachments Excellent value for money Doods delivered on time Attachments Tab This tab is used to hold any relevant documentary information relating to the Supplier listed View Supplier oy Print fell Saye gt lt Exit withoutSaving gf Save and Exit E Supplier MR SMITH rm a Supplier totes Attachments Drag a column heade
40. Records and Training Evaluations of all Users Risk Assessor has the authority to undertake risk assessments Vv Vv VVVV VV WV If a standard user 1 e one without authorities set clicks on the User button on the home page they will be taken to a Read Only version of their personal user record They are unable to access other users records An Administrator has the authority to remove Attachments to records when necessary Such attachments may be removed from the following records Internal Audits External Audits Actions Improvements Customer Care Training Records Meeting Records User Centre OO oO O O Q The Authorities tab also displays the User Groups relevant to the User Attachments Tab This tab 1s used to attach any documentary evidence that may be relevant to the employment of that person This might be copies of professional qualifications diplomas etc It might even be a copy of the contract of employment with subsequent versions being added later to provide a complete history of that person s employment or evidence that Security Screening has been carried out By attaching documents to this tab you preserve a copy as it is for future reference Dolphin Version 2 4 1011 1 5 55 22 May 2009 Amend User Ke a bel Save X Exit without Saving Debbie Sutton Contact Details Appointment Details Training Authority Attachments Drag a column header here to group by that column
41. This reason willform part of the change historw for the document On the left hand panel the Explorer Bar there are a number of groups listed ie Forms Training Modules Clicking on this title expands and collaps e the group so that you can see the various documents within that group Clicking on an individual document opens itup in the panel so that you can read tt From here documents can be Exported as POF documents printed as an Uncontrolled copy the revision history can be checked or if athere te a link to an associated Process hap tcan be accessed by clicking on the Go To Root Process button on the button bar To learn about Documentation Control please arrange to be trained onthe training module entitled Documentation Control Printed By Andy Galloway on 06 Feb 2006 UNCONTROLLED WHEN PRINTED Page 1 of 1 Revision 2 Note the addition of the header and footer information This is pre set by the Administrator in the document tab of the Preferences Section The buttons in this window are 8 3 8 1 Print Without further adjustment send this image to the selected printer selected under the Print Settings above 8 3 8 2 Zoom Clicking on the Zoom button allows the User to select a zoom factor from 10 to 500 or Auto 100 shows the document on the screen as actual size Auto is the default zoom option and it displays the document in a window altering the zoom so that the whole page 1s displayed in the print p
42. This subrecord enables an administrator to assign relevant training modules to training groups 5 2 2 11 Competency Levels In this Subrecord we determine the various skills levels for the Training Modules As a minimum we need to differentiate between someone who is Untrained the default someone who is trained and someone who is competent Apart from that you can have as many levels of expertise as you need This Subrecord is a drop down item within the Training Records Dolphin Version 2 4 1011 1 5 81 22 May 2009 Data Centre Lasts o Options Records Utilities Records SubRecords Departments Job Titles User Types User Breakdown Training Modules Competency Levels Trainers Untrained to be Supervised Trained Competent Expert Surveyor Trainer Consultant Supplier Fault Types Customer Complaint Types Cause Codes Required Modules Required Competencies Standards Click on one of the links to the left to see the related data If the name of the Competency Level is amended via the Edit function any associated training records are automatically updated to reflect the change and maintain data integrity 5 2 2 12 Trainers This Subrecord holds the information about who can train which Internal Training Modules This Subrecord is a drop down item within the Training Records Data Centre E actions Options Records Utilities Esos A Preview a APREA i E Add ea view 2 Delete Record
43. Tools This section is password protected and available for Consultant Use only If you require assistance select the Help button on the Home Page and then Reseller Details The Process tab allows the extrapolation of data This option clears down the revision history and sets 1 record for each FLW file in the flowcharts folder The revision numbers are set to 1 and the revision text reads first draft the process description is made the same as the process filename less the PR prefix Similarly it is possible to extrapolate documents via the documents tab A Document Extrapolation option has been added to the Documents tab in Consultant tools When selected this performs the following routines 1 Clear DocHistory Table Document Revision History Clear DocGroup Table IMS Centre Document Groups Clear QMSIndex Table IMS Centre Document Explorer Bar Clear Skills Table Data Centre Training Modules Add Extrapolated and Training Modules Groups Add Each Document to the Revision History Add Each Document to The Explorer Bar Add Each Training Module to the Training Modules a Oe m 3 1 3 View Menu View Help View EB View Toolbars al Refresh 3 1 3 1 View EB This button shows hides the customizable Explorer Bar Dolphin Version 2 4 1011 1 3 4 22 May 2009 3 1 3 2 View Toolbars This button shows hides the toolbars and the default value can be set from the Preferences 3 1 3 3 Refresh T
44. Unlock operation Clicking the Yes button allows a routine to be run on all records setting their Open flag to show that it is closed This is confirmed by the system when completed DolphinNet E All Records Unlocked Clicking the OK button end the Unlock process and other users can log back in to the system Required Competency Count The Required Competency Count in the Utilities menu shows the required competency levels which are required and have been attained by a user The screen shot below demonstrates this more fully Required Competency Count AE e Module Rating Required Attained Cherry Picker Training Trained Control of Corrective tl aintenan ce i Control of Preventive Maintenance Trained Control of Subcontractors Trained Corrective Maintenance and Call Out Trained Customer Care Trained Disconnection and Work In Progress Trained Dolphin Overview Competent Enquiry Handling Trained First Aid Trained Induction Training Trained 0 0 1 0 0 5 0 0 0 Dolphin Version 2 4 1011 1 5 12 22 May 2009 Fill Process Tree Dolphin Version 2 4 1011 1 5 13 22 May 2009 5 2 Explorer Bar The explorer bar changes the view for the User to display the differing types of data stored in Dolphin These are described below 5 2 1 Records Data Centre Actions Options Records Utilities E Group 5 Preview FF View Type P Add View gt Delete p Pih Home cA Print mi Close Rec
45. a Select the Customer from the drop down list and click on the View Report button This causes the Customer Detail Report to be generated on the screen Report Viewer EEk i File if Home ly 44a gt bo Gx amp 2 amp ts Qa MainFepart Customer Detail A00 Contact hhytyh gafghts Telephone Mobile Address hjthjjx Fax fohjfehjf fohjfehj EMail htytytyierdeydeyhzyhdyh com Town fohteh Notes County yzrr rx6u rotu urbuy ryrsy roy ry ry r tu ru tutyutyu tyutyuyu Country Post Code dyhtdh Current Pa ge Mo 1 Total Page Mo 1 7 oom Factor Page Width Dolphin Version 2 4 1011 1 9 11 22 May 2009 9 3 3 3 Customer Care List The Customer Care Reports can be printed out based on the selection or filtering criteria set up in the right hand panel This can include Cause Codes and severity ratings Report Generator File 3 a Close g Heport Explorer Customer Care List e Reports 2 Audit Reports Please Select the Criteria ae Improvement Reports can Customer Reports Customer Care Number 1 to 993 ca Customer List ca Customer Detail pty Customer Care Lizt Ralsed From 01 Jan 1900 eS Mail Reports Rating cl Department Reports ca User Reports gy External Reports Status ay Training Reports c Meeting Reports Customer Code Allo H H Cause Code 4 s Ceren Clicking on the View Report button causes the Report to
46. actually be appointments although they are listed as such in the Schedule Centre but could be training sessions actions and improvements deadlines audits due calibration tasks overdue etc 10 3 User Type When a new User Type is added to the Subrecords a new group is added to the Schedule Centre under the list of Schedules By selecting a Schedule from that list the diaries of all of the Users assigned to that User Type are available to view in the main panel This is useful for scheduling meetings checking availability of personnel 1 e Which engineer is free on Thursday morning scheduling training sessions etc Dolphin Version 2 4 1011 1 10 2 22 May 2009 Schedule View Own Schedule View All Schedules View Administration View Auditors View Installation Engineers View Service Engineers View Surveyors View Management View MAM Attendees Timeline Dolphin Version 2 4 1011 1 10 3 22 May 2009 10 4 Timeline In the Timeline View 1t is possible to view all of the activity of any User subject to having the correct authorities The timeline automatically defaults to the current date Timeline August 2005 _ September 2005 huig Fri19 Sat20 Sun21 Mon22 Tue23 Wed24 Thu25 Fri26 Sat27 Sun28 Mon29 Tue30 Wed31 ThuDi Frid2 SatO3 Sun04 Mon05 Tue06 Wedo Tt i A a A Vi ct a LC e ie hc ic A DA A e E aE a A CEE ic io CY 2 Employee Andy Galloway Check Employee Barry Forsyth
47. allows the Administrator to navigate to and review reports e g Crystal Reports produced external to Dolphin 9 3 9 Training Reports 9 3 9 1 Skill List The Skills List does not have any filtering criteria in the right hand panel Selecting the Skills list will provide a list of all training modules currently registered within Dolphin Clicking on the View Report button causes the Skills List Report to be generated on the screen as shown below Report Viewer acia File E 5 Home Y Close E 44 gt gt Gb x amp 2 te a MainReport Skill List M Access to Clients Premises Access to the Centre M Account Management Control of ID Cards Control of Records Data Protection and Integrity Disaster Recovery Documentation Control Equipment Returns External Audits This Report can then be printed or exported as detailed above Dolphin Version 2 4 1011 1 9 19 22 May 2009 9 3 9 2 Training by Skill The Training by Skill report allows an Administrator to use the filtering options in the right panel to produce a report of personnel registered within Dolphin and the Skills in which they have been trained It is possible to upload a report of all personnel and all skills e g training modules or to narrow the search criteria and prepare a report of a particular skill type and all personnel or indeed one member of staff and all skills a Report Generator Close E Report
48. any specific application Many of the functions available from the toolbars and menus are also available from a pop up menu that appears when you right click on the grid the list of records in the main panel 5 1 1 Toolbar 5 1 1 1 B Group Pressing this button will add a grouping bar to the data grid Column headers can be dragged into this area to group the data by this field pressing the button again will remove the grouping bar though the grouping specified is still performed until another grouping is selected or this grouping is undone See Creating Sorts on Groups 5 1 1 2 Au Preview Pressing this button will add an extra row which previews a row of data for each record in the data set Pressing again removes this preview row Preview rows are only available in Table View The Preview Row normally contains the Brief information from Audit Records Actions etc 5 1 1 3 1 View Type Clicking the triangle to the right of this button will show a drop down box from which the View Type can be selected The options are Table view as displayed above and card view which gives a box for the fields of each record Dolphin Version 2 4 1011 1 5 1 22 May 2009 Data Centre A NES ti Soe Geese ah 2 Actions Options Records Utilities Fy Group Eal Preview 4 view Type E E Add ou view X Delete E Records Internal Audit External Audit Actons mprovements lidiy TERRE 19 Customers Audit Area Engineering Audit
49. as shown below Dolphin Version 2 4 1011 1 5 89 22 May 2009 Data Centre Actions Options Records Utilities H Grup Ex Preview pA view Type v Add eView X Delete Test Frequency subRecords Description Units Span Departments Job Titles 1 Month s aa User Types User Breakdown Fortnightly Training Modules Biannual 2 Tealls Competency Levels Trainers Supplier Fault Types Supplier Approval Grades Customer Complaint Types Cause Codes Required Modules Required Competencies Standards Equipment List Type of Check Test Frequency Click on one of the links to the left to see the related data If a test frequency category is changed it will automatically update all records in the asset register to the new test frequency 5 2 2 24 Check Groups Finally it is necessary to assign the Check Groups e g Vehicle and associate the type and frequency of test for each check group Equipment Test Type Test Frequency Person Responsible New This will populate the database with the following information Dolphin Version 2 4 1011 1 5 90 22 May 2009 JE Data Centre Sel fictions Options Records Utilities E Group E Preview e view Type Add Ge View x Delete By Find Ed Show All Fields Ph Home a Print Y Close O Required Modules by Job Title 2 ec ro Required Modules by User Check Groups Competency Levels r ss Equipment Test Type Test Frequency Person Responsible
50. ask the User to select the Process as follows Please Select Process Process Map The next popup that appears requires a new file name to be entered e g Monitoring Customer Satisfaction The PR pre fix does not have to be added because this is automatically added to the Filename by Dolphin DolphinNet ES Please enter the new File Name Cancel Process Test Dolphin Version 2 4 1011 1 7 5 22 May 2009 e 5 JAN Sa ft aH Me A description of the new process map should be entered This description may be the same as the filename if required DolphinNet Please enter the new Description Cancel Process Test Finally a popup appears to show that the drill down has been successfully completed DolphinNet E Loe n A Drill Down Created It is necessary to log out of Dolphin for the changes to take effect and to update the Process Tree 7 3 Editing Process Maps 7 3 1 Introduction The Process Diagram is made up by drawing the Nodes To do this you need to go in to Edit Mode by clicking on the Edit Mode Button You know when you are in Edit Mode because you can see the grid lines Using the cursor draw a shape by pressing the left mouse button and drag diagonally in any direction from that point whilst holding the left mouse button pressed When you release the mouse button the default shape is produced Once the Node has been created or by clicking on an existing Node the Node is give
51. be generated on the screen Report Viewer Ea tx z File d A Home i Close MalnReport Customer Care Number 3 Customer A001 enfeb ge hhytyh Very Dissatisfied ghkjgcjgchjghjghjgchjghjgh Current Page Mo 1 Total Page No 1 Zoom Factor Page Width This Report can then be printed or exported as detailed above Dolphin Version 2 4 1011 1 9 12 22 May 2009 UN O A Sons 9 3 3 4 Customer Care Detail The filters for the Customer Care Detail Reports are the same as the Customer Care List Clicking on the View Report button causes the Report to be generated on the screen Report Viewer SEE i File gt Home y Close 4 4 gt ph Xxgll a MainReport Customer Care Detail Number 3 Customer A00 gnfghfg Contact hhytyh Rating Very Dissatisfied Topic ghkjgcjgchjghjghjgchjghjgh Related Improvements Number Due Date Stage Current Page No 1 Total Page No 1 Zoom Factor Page Width This Report can then be printed or exported as detailed above 9 3 4 Supplier Reports 9 3 4 1 Supplier List The Supplier List Report has no filtering options to select in the right hand panel Clicking on the View Report button causes the Supplier List Report to be generated on the screen 9 3 4 2 Supplier Detail The Supplier List Report has no filtering options to select in the right hand panel Clicking on the View Report button opens a Supplier Filter dialogue b
52. be sent back to the originator informing them of this decision Proposed Completion Date 02 Jul 2006 Tobeactionedby EE Authorization Date 00 Jun 2004 3 Authorized By Unknown When someone other than the Authorizer opens the Action or Improvement no date appears in the Authorization Date box and all fields are locked However when the Authorizer opens the Improvement the system date is entered into the Authorized Date box automatically It is not possible to change this date The Authorizer s name is entered into the Authorized by box as the person logged into Dolphin The Proposed Completion Date entered by the Originator is automatically copied to the second Proposed Completion Date box This date can be altered by the Authorizer or the Originator If there is no Actionee identified in the To be actioned by box the Authorizer must provide one from the drop down list of all Dolphin Users If the Authorizer feels he cannot authorize this Action Improvement as it 1s he selects the Rejected button In this case the Authorizer must provide a reason for rejecting which gets added to an e mail and sent back to the Originator The Originator can then take appropriate steps to amend the action or send it to a different Authorizer The Rejected e mail is not delete able Rejecting an Action Improvement causes the Stage of the Action Improvement to be updated to show Rejected in the top right of the
53. by all The Chairperson inserts their password into the Password box and clicking on the Close Meeting button will lock the records in these minutes After authorization the minutes cannot be changed in any way shape or form There is a final check before you do that asking whether you are sure DolphinNet Are ou sure Clicking No cancels the locking routine Clicking Yes causes the record to be permanently locked the Chairperson OK tick box 1s ticked and grayed out the Close Meeting button 1s grayed out and the Closed column on the list of meetings in the Data centre is ticked The only thing still active is the Attendees Sign Off Each Attendee is to read the minutes of this meeting and make notes of any items that are to be discussed at the next meeting If the Chairperson has not yet closed the meeting then it is possible for that Attendee to get their amendments incorporated into this record Each Attendee select their name from the list enters their Password in the Password box and clicks on the large button in the middle of the left hand panel This marks that Attendee as having read the minutes by replacing the word Waiting with the words I agree against their name in the list Dolphin Version 2 4 1011 1 5 61 22 May 2009 Minutes of Meeting File E Add Tab ls Delete Tab Print lH Save x Exit without Saving Save and Exit ala Add Acton F Ref
54. described Node properties Styles Colors Flags Text Font and Image Text Management Responsibility Font Imagelndex Tooltip 7 4 4 1 Text The text that is entered in this box will appear in the Node This can also be achieved by clicking on a selected Node whilst in the edit mode 7 4 4 2 Font Click on the Font button to change the characteristics of your text You get a standard font dialogue box that allows you change the font face to any font that 1s installed on your computer font style such as bold and italics font size and font effects such as emboss and outline You can see the way the text will look in the sample text box Dolphin Version 2 4 1011 1 7 13 22 May 2009 yt 5 EA 7 4 4 3 Image Index This 1s magic little do hickey that makes pictures appear spectacularly within the confines of the shape boundary the image is taken from the Images folder E g a value of 1 in the image index would look for a file called 1 bmp in the images folder 7 4 4 4 Tooltip Type some text into the tooltip field This text will appear when the mouse rolls over the Node 7 5 Link Properties Right clicking anywhere on a link will open the Link Properties dialog box The options therein are described below 7 5 1 Styles This page sets the Style Properties for the link Each of the options is described below Link properties Styles Text and Fort Colors Flags Arrow
55. down list This would post the Improvement Report again once he presses the Send button If the Originator selects Save and exit before sending the action improvement to an authorizer to approve the action the following message appears DolphinNet This data has not been submitted For authorisation Would vou like bo submit Selecting one of three options will have the following effect e Yes Submit to Authorizer then Exit This will send and then save the action improvement e No Exit without submitting this 1s not recommended e Cancel Do nothing and stay within the action improvement box this will allow the Originator to select the submit button for approval If the originator clicks Exit without saving at any point Dolphin will generate a prompt The message window states that any unsaved changes will be lost Dolphin Version 2 4 1011 1 5 25 22 May 2009 Authorization Tab Correction 7 File Pririt lH Save x Exit without Saving al Save and Exit y Correction Number y Stage Awaiting Authorization Initial Authorization Actions Attachments Close Out Improvement Types Please Select the appropriate Proposed Completion date and the Person who is to Perform the action If itis then appropriate to authorize do so If however there i reason to reject the enhancement click the reject button then enter the reason this enhancement was rejected An email will
56. down list would contain a list of all Process Maps Sub processes and Sub processes contained in the whole system These audits can be as broad or as detailed as is required When the Audit Area or Department or Process is selected Dolphin will prompt the user to decide if the standard audit trail items are required for this particular audit Therefore if the area or process 1s to be audited according to the same format as a previous audit the Internal Auditor should choose Dolphin Version 2 4 1011 1 5 16 22 May 2009 UN qn O de Si EA 7 yes and the audit trail items will be populated in the box If no the Auditor should enter the audit trail items to be followed up during the audit The Brief field should contain a brief description of the purpose of the audit 1 e Regular compliance audit of the Sales process and Credit Control Process It also stores the completion flag and whether a re audit 1s required Audit Trail Tab The second tab holds the information about the Audit Trail The auditor should record here the items that he or she would like to check during the audit For example Check a selection of Customer Files and ensure that the following documents are included in the file are properly completed and correctly authorized A typical Process Audit would have a list of 20 to 30 such statements View Internal Audit View ltems View Items z Delete Items Delete ltems Trail Temp
57. ee espe eo hes 7 31 Del E Process A e E E EEE EE 7 31 7 7 23 Alien TS E 7 7 24 Align Cenie a a a aa a a aE EE E E EE Ens 7 31 7 7 25 Align Right N 7 31 NS EEE E E 7 32 7 7 27 MU ASS 7 32 7 7 28 V Alien Bottom cocoa T Jed 29 ES pte apa ont asar ron 7 32 7 1 30 Bh Pe at a A A O o E E CO E ER EN 7 32 N_N 7 32 7 7 32 W Size Height arar T 7 7 33 B Nudge Left ccc ecscecsssssccscevscscscsssevecscscsesavevsesesesavavacscsesavavassenesssavaves T 7 7 34 A 7 32 7 7 35 EE 720 7 7 36 MA Nudge Down cccsesccccccssssssssssssssssecsesssssssessssssssisessssssssscssssssssssesssssssecsessassieeseesse 732 Tas Fo o enara 7 33 7 8 1 A RE PR EPS Pe ITE A OAEI EE A TA 7 33 Vds Check aaa att ean T 7 33 7 8 3 A A O UE EP BOO O 7 33 7 8 4 e AS II II A 7 33 o au GDS Gee eens ena rere renter A A en errcrrr 7 33 7 8 6 Nodo Gronn A E E RE r Eoaea 7 34 7 8 7 View Embedded PICOS aos 7 34 7 8 8 Re IN i A D EE E EE E 7 34 18 8 Draw Mode IPIEREIAO POUR nn e y EE EE 7 34 os elert NOIE nie ii 7 35 A MA EEEE EERE EE EAEE EEA 7 35 UE AMAS A 7 35 1 89 O TE E dd ers trecntrressere rn agen 7 36 dS Lt D ARA E PAE OE PO A Throne er 7 36 LLL RI asap teeter sa 7 36 A RI a R E S 7 36 Ta A A E A nn AE E EE 7 36 Dolphin Version 2 4 1011 1 1 10 22 May 2009 Caplio UNS ESO islas 8 1 SL Introduction to the UNES Centrar a 8 1 8 1 1 IMS Centre Overview of CADA DIES siii r ice 8 1 8 1 1 1 Common Word Processing Feature
58. follows A Of course you can hide those rigid links and make them inactive with Hidden and Selectable properties 7 5 4 9 Rounded Corner Determines whether there are rounded corners where two segments meet This property will have not any effect if the style property of the line is Bezier or Spline If 1t is Polyline then it will have an effect only if there is a 90 angle between 2 segments one segment being horizontal 7 5 4 10 Selectable Determines whether the item is selectable by clicking on it with the mouse or un selectable read only or inactive 7 5 4 11 Stretchable Determines whether the link is stretchable or not When a link is not stretchable the User cannot interactively stretch it with the mouse Dolphin Version 2 4 1011 1 7 18 22 May 2009 7 6 Menu Bar Many parts of the functionality of the Process Centre can b accessed through the menus These are described below 7 6 1 File Menu This menu controls the loading saving printing and closing of the Process Centre See Below for a description of each option 7 6 1 1 New This button creates a new process map When the button 1s pressed the User 1s asked for a filename must begin with PR e g PROverview and a ane description of the process This detail is then added to the status bar Save 45 7 6 1 2 Open Page Setup This button opens an existing process map when clicked the User is prompted Print Previews to select a file from within
59. formatting Borders and shading can be set for individual cells Text Frames Freely placeable and programmable text frames can be inserted and positioned as a character or geometrically relative to a paragraph or a page Zooming End users can zoom in and out in steps of 1 from 10 up to 400 All word processing functions are available at all zoom levels 8 1 1 2 Advanced Programming Capabilities Feature Feature Description Control Settings Control settings are available to set border styles pagination scrollbar and many more document appearance and behavior characteristics Line and Character Line operations give access to statistics such as number of characters in a Operations line of text or the number of lines in a document Marked Text Fields Marked text fields enable integration of applications such as mail merge where for example formatted text is retrieved from a database Toolbars Fully featured status bar button bar and ruler are included in the Dolphin IMS Centre Dolphin Version 2 4 1011 1 8 2 22 May 2009 8 1 1 3 Localization Additional Languages Feature Feature Description Multi Language The Dolphin IMS Centre can be programmed to display in English German Support French Spanish and Italian All dialog boxes can be localized quickly and easily by the developer Unicode The Dolphin IMS Centre offers full Unicode support thus building applications for eastern languages is as simple as for
60. in the unassigned column The relevant name should be highlighted by clicking on it and then the Selected button shown below will move the User to the Assigned column Selected gt In the event that all the Users listed are to be chosen as Trainers the All button 1s chosen This will bring up a prompt window which asks DolphinHet Assigning all trainers to TM Training and Development Are you sure wou want to do this If all Users are to be assigned as trainers select Yes If the button was clicked in error select No and the relevant names can be highlighted selected and assigned to the role of trainer for that module Assign Risk Groups It is possible to assign items or activities to risk groups via the utilities menu A window as shown below will appear and this will enable the Risk Assessor to assign various activities or items to a risk group in one operation Dolphin Version 2 4 1011 1 5 9 22 May 2009 Assign Risk Groups Select the group using the drop down and assign items to that group by taking items from the left to the right columns using the buttons provided Risk Group Factory Ww Unassigned Assigned Extension ladders Fork lift truck Convevot belt Lifting straps Ovens Selected Spiral wrapper Step ladders Assign Training Groups Assign User Breakdown This facility allows users to be added to and removed from user types in multiple e g Assig
61. including delays or duration limits to alrams The specification does not bend itself to the identification of omissable zones in addition the method of contract review needed to be reviewed as it was an arca of weakness Examined a number of Customer files to determine compliance Customer Files Checked were O38 79 Manley OORIS Cook 305820 Brown 400643 Ps Guitar Centre Ltd Current Page Mo 1 Total Page Mo 3 Zoom Factor Page Width This Audit Report is available from the Report Centre and also by clicking on the Print option in the specific Audit Record Dolphin Version 2 4 1011 1 9 7 22 May 2009 9 3 2 Improvement Reports 9 3 2 1 Improvement List The List of Improvements can be printed out based on the selection or filtering criteria set up in the right hand panel lt Report Generator Pepan Explorer Improvement List Ea Reports Fly Audit Reports Please Select the Filter Criteria o Audit List ay Audit Detail Improvement Humber 1 E rowement Reports A MN oS Improvement Detail Raised To Improvements Overdue Baised E 2 Customer Reports ains Supplier Reports Overdue 2 Mail Reports A Department Reports cA User Reports Status dy External Reports 24 Training Reports ey Meeting Reports Raised From Cause Code y Cierta Once the relevant criteria are selected clicking on the View Report button causes the Report to be g
62. likelihood and severity of such an occurrence should then be established and selected using the drop down boxes Saving the entry will add it to the Risks Checked list as shown below Risk Assessment Exit without Saving gf Save and Exit E Risk Assessment 1 Aleks Checked Risk Report Actions Taken to Eliminate Minimise Fisk Attachments Checks Carried Out a Alek Identified Packing area Trip hazard Add Items Add lternz View Items A View ltemz Delete Items R Delete Items The process may then be repeated for each risk item in the risk group It is also possible to view or delete items by selecting the appropriate button on the Explorer Bar Risk Report Selecting this tab brings up the following information Dolphin Version 2 4 1011 1 5 70 22 May 2009 Risk Assessment Risk Assessment Main Risks Identified Risk Report Actions Taken to Eliminate Minimise Alek Attachments Re Assess Assessment Sign Off ReAssess Required Assessor waiting Complete Manager oOo Wating ja A full report of the risks identified for the risk group is presented in this area and must be signed off by the Risk Assessment Assessor and the Manager of the Department If re assessment of the risk s is required the Re Assess Required box should be ticked When a new risk assessment is added to the Data Centre a default period for re assessment of one year is set Actions taken to eliminate m
63. necessary to dispose of or recycle an item of equipment the Disposal tab should be completed This maintains a full history of the equipment from purchase to disposal The date and method of disposal should be added to the record CN Asset Register i ca Print fp Save XX Exit Without Saving gf Save and Exit E Serial Number FLT oo Equipment Type Foy Ull Truck Description Fork lift truck for hire Acquisition Checks Hire Out Repairs Disposal Attachments Disposal Date 26 06 2005 v Disposal Method Scrap yard for reclamation of parts Disposal Value 750 Notes 5 2 1 13 Risk Assessment This area can be used to manage the Risk Management Process The first popup that appears when you select the Add tab is Risk Assessment x Exit without Saving mi Save and Est Risk Assessment 1 Main Risks Checked Risk Report Actions Taken to Eliminate Minimise Fisk Attachments Administrator 1 Description Manager 2 072062007 Annual Check Assessment Group Factory Assessment ltem Convepot belt Previous Assessment with this areal Number 7 Dolphin Version 2 4 1011 1 5 68 22 May 2009 e Softw The criteria for the Risk Assessment should be selected using the various drop down lists and the Assessment Area assigned The Assessment Area allows the general and specific assessment areas to be input e g o Assessment Group Factory A o Assessment Item Ma
64. ol Id NDS 13 1 4 13 1 5 13 1 6 EELA 13 1 8 13 2 13 2 1 1 22 3 2 3 13 2 4 1323 13 2 6 13 3 MA AAA A 10 2 UNA in 10 2 o agai san sie E AAE A A A nae 10 4 Generating a New Appointment ccccsccccccccccccccccccccesscsssscsscssccsccccsesesssseees 10 4 Ba EE PAM 11 1 NUS UA nro 12 2 Create SOLES 00 GOs ria A 12 2 o E A o e An 13 1 Append A INSTA ANION sanar mam nate mem 13 1 NON AS E A ILTA 13 1 NIRO NE era E E E E 13 1 N mows 2000 os EE 13 1 WMT tl ti E EAA E E 13 1 a a F OI a E E S E 13 1 A A 13 1 Da o AAA o A 13 1 Dopa My a Core qu do E a OO EU II 13 1 Appendix B Post Installation ari ai 13 2 A e a POER EPE ane on ene PEE A NE ENE A OE AE OEE T 13 2 MN A A 13 2 o Re TE EN eae EE ee ee ene E N E eee T eee 13 2 PT ene NEONATOS cidad 13 3 Installing Event Checker onto DOI MIN aria 13 3 Multiple Doncs manera anios 13 5 ADICTA AAA AAA AAA 13 1 Dolphin Version 2 4 1011 1 1 14 22 May 2009 a Chapter 2 What Is Dolphin HOME Paperless Management Systems are the talk of the moment Everyone is fed up with the amount of paper that the average management system Quality Environmental Occupational Health and Safety or Information Security Management generates There seems to be no end to the reports the forms the documented procedures and even the flow charts It is a major evolution just keeping track of the bits of paper Not any more The developers of Dolphin Softw
65. opened and amended If the job title 1s changed Dolphin will prompt the Administrator or Manager to decide 1f the responsibilities of the previous role should remain or not Required Training Modules can be planned and arranged using the Utilities Menu in the Data Centre Once the company induction is completed this record should be revisited and the Induction Date box ticked as completed When the member of staff leaves the company this record should be revisited and a tick put in the Finish Date tick box Dolphin will ask if the cleanup routine 1s to be activated If so the Finish date will automatically be entered for that date This is important as the User will then be removed from all drop down lists and a report can be generated of all tasks that are allocated to this User at the time that they left the company This User will also have their skills removed from the Required Competencies calculations and a Critical Skills Shortage Report may show a shortage in certain areas that this User was responsible for The User Cleanup function will also automatically create a Corrective Action for the Site Administrator to request that the duties and responsibilities of the user are reassigned thus ensuring that critical skills are not overlooked Education Qualifications and Experience and Previous Training can all be added to the various boxes as free text If the User Process option 1s selected in Preferences the
66. pre prepared 1 e prior to a meeting so that an agenda can be worked out and followed or they can be added during the meeting The person reporting to the Chairperson on a particular subject is selected from the drop down list of users When the person makes the1r report information should be entered in the Details of the Report box summarizing the content of the report and including dates times names etc The report should be factual and accurate 1 e record what was said and by whom and what conclusions were reached with regard to this subject Should there be any actions arising as a result of this subject being discussed raise a new action by clicking on the Add Action button To ensure the meeting flows without interruption it may be appropriate to re visit the minutes after the meeting has closed and raise any necessary actions at this point The meeting should proceed through each tab recording the reports and raising actions as necessary until the Any Other Business tab is reached Dolphin Version 2 4 1011 1 5 59 22 May 2009 Any Other Business Tab This tab 1s used to record all discussions that are not part of the general subject matter of the meeting but that still need to be addressed Should there be any actions arising as a result of this subjects being discussed raise a new action by clicking on the Add Action button Meeting ID 2 Details Previous Meeting Supplier Review Any Other
67. press the relevant button on your keyboard from the list below Many of these commands work with multiple Nodes or Links selected Help Check Link Change Font Add Link Node Group Change View Embedded Pictures Select Mode Add Node Tag Delete Node Chi l Copy Node Chievo Paste Node Ci Undo Change 7 8 1 Help F1 Calls up this menu 7 8 2 Check Link This option checks the link by opening the target document or process diagram in a temporary window 7 8 3 Change Font This option allows the font face size attributes and colour of all selected Nodes or Links to be changed at the same time This option is the same as clicking on the Change Font E button on the button bar 7 8 4 Additional shortcuts Ctrl N New document Ctrl1 O Open Document Ctrl P Print Document Ctrl S Save Document Ctrl Shift S Save As Ctrl Shift Z Redo Alt Q Quit 7 8 5 Add Link Access the Link Properties functionality to create a link to another Process Diagram an internal or external document other Centres within Dolphin or any other programme or file on any accessible computer or other file system Dolphin Version 2 4 1011 1 7 33 22 May 2009 7 8 6 Node Group Change This option allows the Node Properties of all selected Nodes to be changed at the same time 1 e multiple Node Properties can be changed at the same time 7 8 7 View Embedded Pictures The way that the Process Centre uses images me
68. resize To maintain the ratio between height and width use the corner sizing handles Images can be formatted by selecting the image and right clicking Select Image Properties from the pop up menu Alternatively select Image from the Format menu This brings up a dialogue box where you can alter the properties of the highlighted image Image Attributes Size and Distance Saving Options Wrapping Style o E In Line with Text Top and Bottom Position Style le Move object with text C Fixed Position on Page Horizontal Alignment Left C Center Right Other Position Absolute Position mmo to the left of paragraph Vertical Alignment Absolute Position 0 0 mom below paragraph The three tabs available give you options for the layout and position size and distance and saving options Dolphin Version 2 4 1011 1 8 17 22 May 2009 Image Attributes Saving Options Size Height 4g9 A width 567 Scale Height 1 156 Distance from text Top 10 0 a Bottom 10 0 a Options W Moveable with the mouse i Sizeable with the mouse Image Attributes Saving Style C Embed data in document Embed original file reference C Esport image and embed file reference File name and type File name Save as type IMP Saving Options Resolution dpi Compression Quality 10 ES 8 3 19 3 Deleting Images To delete an image
69. simply select 1t and press the delete key on your keyboard 3 4 Menus Many menu options in the IMS Centre are programmed as Windows Standard This means that Open Cut Paste etc within the IMS Centre act in exactly the same way as they do in all other Windows programmes The following explanations have been provided for the Dolphin specific functions and features Dolphin Version 2 4 1011 1 8 18 22 May 2009 8 4 1 File Export Selecting this gives the user the option of saving the document in the following different formats 8 4 1 1 Cascading Style Sheets CSS format Cascading Style Sheets CSS 1s a simple mechanism for adding style e g fonts colors spacing to Web documents Once created in the IMS Centre simply export the document to your web directory using this feature 8 4 1 2 Portable Document Format PDF format Selecting this option allows the IMS Document to be saved in the universally accepted PDF format Portable Document Format PDF is a unique type of cross platform file format developed by Adobe It is Cross Platform Navigational Ultra Printable Ultra Viewable and Smaller than other conventional document formats gt Cross Platform a cross platform file format that represents documents independent of the software hardware and the operating system used to create the file In simple words you can read a PDF document in Windows that was created on a Macintosh that you downlo
70. the Trainer and the Trainee for the specified date Multiple Training Records can be selected in one go by selecting the required Training Module from the list adding a Trainer from the drop down list and selecting a date that the training will take place on then click on the Create Course button Training Records will be created not only for the specified person but also all other personnel that require training on the highlighted training module will be added to the Training Records one record for each person for the specified date If the cursor hovers over the Create Course button 1t will display the actions and requirements for that function as shown below Similarly 1f the cursor hovers over the Add One or Add All buttons it will display the requirements and actions of these buttons in the adjacent box This assists a user in identifying the most appropriate course of action and aims to reduce the possibility of making an incorrect choice e g selecting Add All when actually the User wished to create a course Dolphin Version 2 4 1011 1 5 4 22 May 2009 Manage Training ltems beyond their Renewal Date Module Trainer Date of Training 09 May 2007 teate Course Date AND Trainer Rgd Create Course 3 iple Selections of SAME Module Trainee Prom fabwe _in 6otrmm Trainer From Trainer Combo Train Date From Date Combo Ins Ext From Module Rating o Status Commencement Module From V
71. the English European languages 8 1 1 4 Supported File Formats Feature Feature Description Portable Document Export directly to PDF with no further software or third party printer Format PDF drivers Exporting to PDF is as easy as saving to DOC RTF etc Hypertext Markup HTML documents and be loaded and saved just as easily as other file Language HTML _ formats Use The Dolphin IMS Centre to create true Intranet and Internet applications Image Formats Most popular image file formats are supported Amongst others TIFF WMF BMP JPEG PNG and GIF Microsoft Word Load and save documents from and to DOC format All Word versions from DOC v6 WordPad to Word XP are supported Rich Text Format RTF offers unmatched interoperability with other word applications Load RTF and save documents to and from RTF 8 1 1 5 Supported Programming Languages Feature Feature Description Microsoft C NET The Dolphin IMS Centre is a Windows Forms control that has been VS 2002 2003 designed from scratch for the Visual Studio NET framework Microsoft Visual The Dolphin IMS Centre is a Windows Forms control that has been Basic NET VS designed from scratch for the Visual Studio NET framework 2002 2003 The main elements of the IMS Centre are The Explorer Bar Button Bars Menus Document Panel Dolphin Version 2 4 1011 1 8 3 22 May 2009 8 2 Explorer Bar The Explorer Bar is fully customizable to provi
72. the column where the insertion point is but the new column will have the same attributes as the column where the insertion point 1s Inserting rows 1s either above or below the row where the insertion point is but the new row will have the same attributes as the row where the insertion point is Alternatively pressing tab when the cursor is in the last cell in the table will add a new row at the bottom of the table Deleting rows or columns deletes the row or column where the insertion point 1s Tables can also be edited using the Properties option from the Tables menu or from within the table right click and select Table Properties from the pop up menu This will give you a dialogue bow wherein you can change many of the attributes of the table such as the grid that would be showing line thickness and colour cell margins cell height vertical alignment and whether rows are aloud to break across pages Dolphin Version 2 4 1011 1 8 15 22 May 2009 ae Si E A Table Properties Frame and Color Size and Formatting Line width 0 75 Background Color oO Auto Other Cell Margins Top 0 00 mm Lett 10 64 mm Bottom 0 00 ror Bight 10 64 ror Cancel 8 3 19 L llmages 8 3 19 1 Adding Images Images can be added to documents These images do not have to be registered in the same way that Process Map images have to registered and indexed Simply place the insertion point in the
73. to log into the system as described above ff HOME Chapter 12 Miscellaneous 12 1 Creating Sorts on Groups In many views within Dolphin it is possible to sort lists and records by any of the groups within that list In some views this feature is permanently enabled En Group In other views it can be toggled on and off using the Groups button Tramers Pri D Tere a Gill Forsyth Control of Correctwe Maintenance a A rere ere errr re eee reer r eter rete eer ere reer eee ere reer rrr rere eee errr Ll A O A cone With the Groups option enabled drag one of the column headers onto the Groups area that has appeared above the column headers bar This will automatically sort the records into groups based on that header Selecting more than one header will create subgroups below that group etc ES Trainers Training Module Traine Andy Galloway Trainer Bary Forsyth cull nm mim cn Once created a grouping will remain set up until another sort is created or until the sort is undone To undo a sort created this way drag the headings back from the Groups area to their positions on the Header Bar above the columns Dolphin Version 2 4 1011 1 12 2 22 May 2009 Chapter 13 Appendixes 13 1 Appendix A Installation 13 1 1 13 1 2 13 1 3 13 1 4 13 1 5 13 1 6 13 1 7 13 1 8 Windows 98 Instal Internet Explorer 6 w
74. valuation and A sal Internal Audit External Audit Index Employee Job Title Manager Date Emp OK Mar OK evOpen Actions Improvements 1 Andrew Galloway Consultant Andrew Galloway 108 October 2004 Waiting Waiting i 2 Neil Faran General Manager Neil Faran 08 October 2004 Waiting Waiting Customers Customer Care Suppliers Calibration Records Vehicle Records Training Records Training Evaluation and Appraisal User Records Admin Only SubRecords Click on one of the links to the left to see the related data All Training Tab When you first open a Training Evaluation and Appraisal Record you initialize the record by selecting the Employee s Name from the drop down list All other fields are automatically populated based on the Employee s information All Training listed for that member of staff appears on the All Training Tab The person conducting the Evaluation and Appraisal discusses some of these training subjects with the Employee particularly where training needs to be updated or further training becomes apparent Dolphin Version 2 4 1011 1 5 45 22 May 2009 Training Evaluation and Appraisal 2 Est without Saving gf Save and Exit Evaluation Number 1 Employee s Hame 4ndu Galloway Manager s Name Andy Galloway All Training f Company Requirements Employee Interview Notes Training Arising from This Evaluation Index Trainer Module Status Calibration Commencement Commissionin
75. 009 5 2 1 10 User Records Admin Only Creating a New User When a new employee joins the company they should be added to Dolphin as a User This should be part of the HR Joining Routine There are two ways to create a new User The first is from the Dolphin Main Page and the other is from the Data Centre Only an Administrator can create new Users or have unrestricted access to a User s recorded information all tabs Once created a User s manager can view the User s Information except the Authority tab A From the Dolphin Main Page select the User Centre button This opens up the View Users dialogue box View Users File af Add User Y Amend User gt lt Delete User View Users a ForeN ame Sumname Department Andy PPP Eee B From the Data Centre select the User Records Admin Only option This takes you to a list of Users Press the Add button to enter a new user as above Data Centre 3 Actions Options Records Utilities E Group Py Preview 74 View Type a Add oo View X Delete a Home ia Print yf Close E f Records User Records Internal Audit External Audit EmpNo ID ForeName Surname Position Department i Admin Manager User_HR _ User_Open Actions Improvements Andy Galloway Andrew Galloway Consultant Quality Davey Jones David Jones Managing Director Management Team Sally Jones Sally Jones Administrator Administration Customers Customer Care A i Neil Farran
76. 1 Reason fcjwoifn wefenoiwentc xsqpodkad acosduvh dvuc odiebv wsdedwouvhfeiuv owfkp Date Raised Raised By This Action is a 3 Correction Corrective Action Preventive Action See tab 6 for a description Action Required lt None gt Proposed Completion Date 05 May 2007 To be authorized by Andy Galloway Actions and Improvement Reports can be raised as a result of another function such as Internal Audits Training Analysis Personnel Reviews Supplier Problems External Audits Actions or Improvements Training Evaluation Appraisals Calibration etc They can also be raised by selecting Add a Record when viewing the list of Actions and Improvements in the Data Centre There is one central point of reference for all Corrections Corrective Actions Preventive Actions and Improvements They are controlled by the software coded into the Report It follows the following routine When someone identifies an Action or Improvement they raise an Action or Improvement Report This Action or Improvement is automatically linked back to the record that caused the Action or Improvement to be raised i e the Audit or Calibration Record and the Action or Improvement number appears in that record The Stage of the Action Improvement shows Commencement in the top right of the form Details of the originating function are also generated automatically and inserted in the Originat
77. 11 1 8 12 22 May 2009 Attachments E a E Index Description 04 BD Job Description For senior Partner Revision 2 eT 2 BOD DO eS CHRO tol Senos PE occas 8 3 17 Hyperlinks Hyperlinking requires two elements The first is that Targets need to be set up in the destination documents The second is that the hyperlink needs to be set up in the existing document which when fired will open the destination document and take you to the Target within that document 8 3 17 1 Creating Targets Open the file that will be the destination document Scroll down the document to find the area of the document that you want to link to This may be a phrase a paragraph or a whole section This will be the Target of the hyperlink The Target will appear at the insertion point or if some text is selected at the beginning of the selected text Select the Target option from the Insert menu This gives you a dialogue box within which you can name the target Dolphin Version 2 4 1011 1 8 13 22 May 2009 Insert Target Target name Cancel E ulletpoint 2 Name the target and click on OK You can create many targets within one document by simply repeating the above A target name can only be used once in each document 8 3 17 2 Editing Targets In a document that has Targets in it positioning the insertion point at the target will allow the Edit Menu Targets option to be selectable Chang
78. 14 A AAA A E A 9 14 9 3 6 PANA TRA puertas E 9 15 000 Department LaS este T ios pereira 9 15 oz Department Detener vance E mo iconos 9 16 ol MA e A A N 9 16 A A c tanes oct bacmos A E 9 16 9 3 7 2 User Detail All Admin AA 9 17 Dda User Lst Admin A ree nee eer e ae reer 9 18 NOS PP o O SU o oO AAEE 9 19 Dn WAC W ExtemaL Repo arnold badasa 9 19 9 3 9 A A A O ORAE I A AAA T 9 19 PAE A EE E EE E E E E S 9 19 DIA Fanne Dy Skile 9 20 dd MATING DY Ta e E EEAO 9 20 2 da Tranne oy T e T ee are eer we ner ny ener arer rns enner ane teehee rts 9 21 amino MA moncloa ocio 9 22 9390 Reguired Modules sesen a REE 9 22 939 7 Updated Modules uscroscrosnaiooo anton ericsson pesitos 9 23 939 ADC A o 5 A 9 24 A E A IAS 9 24 IAO INIC CHING A e e E o E a EE TEE r EOS 9 24 slo Acute ea E E E NEE 9 25 tole Equipment IDO Escena EE E Ee 9 25 OA A E O E E 9 25 PA REESE e E E E 9 25 93 132 Risk Assessment AAA iae eniai 9 25 9 3 14 es OMS NEI SO FING oie acra seca rseustmes cen soursenesateannasorenanimesimberuaanescaneucekeoads 9 26 9 3 14 1 Responsibilities Authorities Matrix by Job Title oooooocccnnnncc 9 26 9 3 14 2 Responsibilities Authorities Matrix by US r ccccccoonooncncconnncnonnnnnnccnnnnnnos 9 26 Canro Seeden iria 10 1 10 1 a eni O E EEE E AA A 10 1 Dolphin Version 2 4 1011 1 1 13 22 May 2009 10 2 10 3 10 4 10 5 Chapter 11 Chapter 12 12 1 Chapter 13 13 1 15
79. 1909 2005 Interim save Andy Galloway 1970972005 7 6 3 3 Revision Documents As a Process Diagram is saved following changes the old document is saved to the Attachments subfolder Selecting this menu option brings up a dialogue box where these older versions can be viewed using the View button Selecting the View button shows the old version in its own dialogue box Attachments Index Description 38 PR Processes Purchasing Revision fl 108 EPR Processes Purchasing Revision 2 a i e Fl i 283 PR Processes Purchasing Revision 3 ae ae 284 PR Processes Purchasing Revision 3 a a a fly 4 Dolphin Version 2 4 1011 1 7 24 22 May 2009 7 6 3 4 Zoom This option allows the User to shrink or grow the process map to fit on the screen or printer page Several options are available these are Size Description 50 Shrinks the Process Map to half size Width and Height 15 Shrinks the Process Map to 75 size 100 The Process Map is displayed at Full size Relative to a 1024x768 Resolution 150 Expands the Process Map to 150 size 200 Expands the Process Map to 2x size Custom Allows the User to select any zoom factor from 1 upwards 7 6 3 5 Process Tree Properties Selecting this option brings up the following screen which takes data from the Process Tree subrecord in the Data Centre Please Enter Process Tree Item Sequence 1 000 Process PROrganizatior Chart e Paren
80. 22 May 2009 Data Centre Actions Options Records Utilities E Group E Preview pS view Type 7 E Add e View gt Delete Home lt a Print yf Close Type of Check SubReconds Type Departments A A ERIN T Job Titles DSE Check List Extemal Calibration User Breakdown Internal Calibration oad Test j a o et Vehicle ae swe i dia swe i inn m PAT Test A 5 eee A ul Faull Tapes Pressure Test 50 Bars _ ae n _ teil Supplier Approval Grades Vier OS Training Modules Competency Levels Trainers nspection Customer Complaint Types Cause Codes Required Modules Required Competencies Standards Equipment List Type of Check Test Frequency Click on one of the links to the left ta see the related data The type of equipment check may include check oil calibration visual check insurance PAT test etc As described for the Equipment Type subrecord the Add button is selected and the relevant details entered JE Please Select Type of Check AE New 5 2 2 23 Test Frequency This subrecord is used to store the data for the Test Frequency field used in the Equipment Checks records The Administrator can create any periodicity using a combination of Units 1 e quantity and Span 1 e common time periods The frequency of testing may be daily weekly monthly etc When the frequencies have been set Dolphin will display the number of units to be tested and the frequency of testing
81. 3915646 _ ob based PL 86 Family 15 Model 3 Stepping 4 Genuine nt Intel Corp 4915104 754 0067 004 0722 1 2 3 CAWINDOW S CAIN DOW S system DeviceH arddisk olumel United States Version 5 1 2600 21780 xpsp_sp2_ rtm 040 eqomltd Auth Jenkins GMT Standard Time 56 00 ME k gt 3 5 22 May 2009 3 2 Explorer Bar The Explorer Bar is fully customizable to provide Quick Links to any files or programmes associated with the information contained within dolphin These links can be tailored using the Link Explorer to give a link to anywhere inside or outside the program The options available on this menu are as follows All Buttons can be programmed with any text desired Data Centre E Audits EM Improvements IHS Centre IMS Centre Mail Centre El Mail Centre Outlook Link Process Centre Processes Schedule Centre En Schedule Centre Company Details R Report Cente ES 9 Report Centre gt A Mission Statement Company Policies Ta Stafi Other Programs R Calculator 3 2 1 Dolphin Document An Administrator can add a button which takes the User to the any dolphin document within the IMS Centre 3 2 2 Process Centre An Administrator can add a button which takes the User to any process map within the Process Centre 3 2 3 Data Centre Audits An Administrator can add a button which takes the User to the Internal Audit section of the Data Centre 3 2 4 Data Cent
82. 4 1 7 Picture Position Similar to the Alignment option but this control works on the image that will show in the shape Additionally there is a tenth option and that is to show the image relative to the text 7 4 1 8 Shadow Decide whether the shape will have a shadow and if so where it will appear relative to the shape The shadow has the same size and shape as that selected in Shape Style for the main shape 7 4 1 9 Text Margins The margins surrounding the text may be offset so that it does not rest against the lines on the left or right inside the shape The text can be offset by setting the left and or right margins between 0 and 50 of all the available space At 50 left margin and 50 right margin there is no space left for the text 7 4 1 10 Trimming This option sets the default text trimming within the nodes 7 4 1 11 Gradient Mode This option selects how the gradient will operate within the node 7 4 2 Colours Below is displayed the Colours tab of the node properties dialog box Each option is then described Dolphin Version 2 4 1011 1 7 10 22 May 2009 Node properties Styles Colors Flags Test Font and Image FilColor Draw Color FE Text Color a Shadow Color Zz Gradient Color 7 4 2 1 Fill Colour Select the fill colour of the shape from a standard palette of colours including the ability to create custom colours This is also the Starting colour for the gr
83. 4 1011 1 4 5 22 May 2009 To launch an External Document directly from the Explorer bar select the External Document radio button and click on the OK button Add Edit Link Items Description Quality Manager Group Job Descriptions k f None Outlook Link Dolphin Document Report Centre C Data Centre Audits e CC Process f Schedule Centre C External Program a Data Centre Improvements External Document C Mail Centre Cancel OK You can now browse for the executable file exe file required to launch the file Select Program to Open Document Look in Windows Media Player e m a 2 Icons y Sample Playlists My Recent Skins Documents Visualizations FE dimport exe Fmigrate exe Desktop setup_wm exe wmlaunch exe P wmpenc exe CG wmplayer exe C wmsetsdk exe My Computer My Network File name wmplayer exe T Places Files of type Programs exe v Cancel When you have selected the executable file click on the Open button and you will get a reminder to select the file that you want to open DolphinNet z Click on the OK button and you will be presented with a second browse J Now Select the Document screen Now browse to find the file that you want to open When selected either double click the file name or highlight it and click on the Open button Dolphin Version 2 4 1011 1 4 6 22 May 2009 Select Docu
84. 4 2 o o E O E A A E O oi E 8 19 8 4 3 Pie HOMO aa 8 19 8 4 4 AAA A E UNS E EEEn 8 19 8 4 5 E A E 8 20 Bide Dorumeni Pa esns 8 20 8 5 1 Formatting Bulon Bii nta 8 20 Ged Downa Rar E ie aaa S sss ee 8 21 A A TiDi erennert E E E E EEE 8 21 Soe Dere AOS rie 8 21 8 9 3 Po A E A 8 21 8 5 4 A A E E borg ealo teh dace dra eeled adopt edad 8 21 Bi A 9 1 A MIRC EEN OAA 9 1 94 Report VIEWS BIO Da 9 2 9 2 1 A 9 2 9 2 2 O O 9 2 9 2 3 Report Viewer BUON A eS EA S 9 3 LESS AA E A E E S E S E 9 3 Kara A e Eo A E EE 9 3 Doe Ni ta 9 3 VA As 9 3 PES CGO TOP AAA En E E ere Tee ne een ont entre ree ee 9 3 9 230 Close Current VIS W sircsaasancsdaseinsabavcscconansaesasancineadassinsahanensesnensansasaecineatassansaarnaste 9 3 OU A A A II 9 3 E a A 9 3 T2 AA SU 9 4 DO TOPS G1 01 A nai 9 4 Lal 9 5 UAM o o A 9 5 Dolphin Version 2 4 1011 1 1 12 22 May 2009 Mie AVOLAR 9 6 La PANG Te A sat ntoin been E E AE E E A 9 6 A E E EE E 9 6 Dosis A DD e E E a 9 7 y one e e E e vosy een rr ee te EE 9 8 oaks ovement boa 9 8 a IMP vencen IDC tal roto te cd 9 8 932 Improvements ON SEO cser co adela 9 9 ye ae Aa ihc Spee rene tees Worth E ee reas EE rere Rie ete rt ernetyen wee rererer ty tt 9 11 dls CUM Lienes e E a 9 11 Dl CO DE te oe neceeo eee cue en ceeecne uence teenies cee eeeces 9 11 pao e NB E 9 12 o E o A E E E E R 9 13 9 3 4 E O E SS 9 13 A A E E E E E E 9 13 TAk ME AA E tn eer teee Terre 9 13 9 3 5 MAREO ra icid 9
85. 7 October 2004 12 November 2004 30 April 2005 31 August 2005 31 August 2005 31 August 2005 31 August 2005 Training Competency Level Status l Competent Competent Commencement Competent Closed Trainer Closed 0 Commencement Commencement Commencement Commencement Commencement Commencement Commencement Commencement Commencement Commencement Commencement Commencement Commencement Commencement Commencement Commencement Commencement Commencement Commencement Commencement Commencement Commencement Commencement Commencement O 0O0 0O0 0O0 O0 O0 0 O0 O0 0 0 0 0 0 0 0 0 O0 O0 O0 O O0 O Module Name Security Screening Supplier Evaluation Security Screening Control of ID Cards Handing Over Syste Commissioning Syst Calibration Supplier Evaluation Calibration Control of Corrective Commissioning Syst Calibration Calibration Calibration Calibration Calibration Commissioning Syst Commissioning Syst Commissioning Syst Commissioning Syst Commissioning Syst Control of Corrective Control of Corrective Control of Corrective Control of Corrective Control of Corrective Control of Corrective Version Renewal Date trProc pmooo00000000 000 00 00 200000000 00 Click on one of the links to the left to see the related data Training elements can be allocated to personnel either in the User Centre as a result of Training Review as a resul
86. 8 AA SA A 5 9 ESTO AAA AA aaa 5 10 PUSS UOTE SOF TFC eerren REE a EE EEE E 5 10 Assign Authorities ResponstblilitiEsS ooooooooonncnnnnonnonnnnanocononanocnnnnanoconnnanoconnnanononns 5 10 MOSS LI dd EEEE A E E EE E ETES 5 11 UROCI AS SS E A EETA 5 12 Required Competency Count oooccccnnnncnonnnnnnnnnnnonnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnos 5 12 ETC LOO es 5 13 AA A A A Dolphin Version 2 4 1011 1 1 3 22 May 2009 IAL AA A EEE ANR EAE 14 5 211 Use ol Toolbarsin RECO muestrales osito 5 15 A aden ean cessation ose cneete nese 5 15 PR TV OV CCT ETEEN EEE S 5 15 SA 5 15 cia 5 15 PEE TOU eo 5 15 vn ASS 5 15 A SANS A 5 15 SA2 ASS 5 16 NN A 5 16 Audilt Irau TDi essere cineca ntsc ene aE joven EAR E EENE EEE N EEE AEE E ORE N EAS 5 17 Tai 5 17 ACHONSIMPTOVEMEMIS A a 5 18 AS SS on 5 19 Ml EMBA AU ie c ticas 5 19 AAN A 5 19 ATEO dns id tb dde eee Sorte EAEE as 5 20 A EE ce eee tea wanders cise epee decane EE E E 5 2 Actions Improvements tObD ocoooocancccnnnnnnnnnnnnnnnonannnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnaninnnns 5 21 PE SA SA 5 22 5 2 1 4 Actions and IMproveMenttS serseri nin i AEE EEEE 5 22 ic A av oan se E EEA 5 23 AUNOR A on Ts sic ee ies nese essen EEEE EEE EEEE aS 5 26 Actions Tab sierra ps sis sedetessccacesncatas ence nn daamacinsieduns asions iammeationeansdeesnncuyedvaseceseuanwatiowerepess 5 27 Close Out Tab SSA 5 30 Improvements Type OO dis 5 30 la A E EE 5 30 Customer A itni rer
87. Business Prop Act Date Attachments Y ou can also scan documents such as reports handwritten notes etc and they will become a permanent part of this Meeting Record Minutes of Meeting Details Previous Meeting Supplier Review Drag a column header here to group by that column The functionality for these buttons is described in the Attachment Tabs section for the Data Centre Dolphin Version 2 4 1011 1 5 60 22 May 2009 Sign Off Tab The sign off tab is used to control the authorization and distribution of the minutes Minutes of Meeting File oe y N si 7 AddTab Delete Tab Sy Print bil Save XK Exit without Saving gf Save and Exit E i a Add Action 2 Refresh Actions View Action E Meeting ID 2 Details Previous Meeting Supplier Review Any Other Business Attachments SignOf Chair Peon OK a Psi ea Attendees select your name from the left enter your password in Minutes OK the box above and click on the button below to acknowledge tha Customer Care 1 Waiting you have read and agree with the minutes as stated in this record Process Planner 1 Waiting User 1 Waiting Process Planner 2 Waiting accept this as a true and accurate record of the events that have taken place at this location and time Sign Off Type Sign off before Distribution Closed distribution when minutes agreed Chairperson signs off
88. CUR SCM IAN A A 5 63 IIA AA eee nce aan gee 5 63 A OU III A TEENE AEE EE 5 64 VEE LEO EEEE AEEA E N E EE N A 5 65 RE EE E EERE E E IEE EEE EEEE EEES 5 67 D DOSA eer EAE EER E E E E EAE AE E E EEE E AS 5 68 Llei ISK PUSS 6S i caidas 5 68 NOA A conncaanasheaues pnineonta vet ERE R E 5 69 TES FOC nta 5 70 Actions taken to eliminate minimize the riSk cccccccccccsseccccccccsssssscceccssessesessasesseees 5 71 PLLACHINENIS rr AA once nensiaseaentantanees 5 72 A SUD OS arnes eo span AEE 5 73 IA A PP A I N 5 75 5 2 2 2 Responsibility and Authority Area ooooooooonnnnncncccnnnnnnnnnnnnnnnnnnonononanannnnnnnnnnnnos 5 75 aS TOD TIS 5 76 5 2 2 4 Job Title Responsibility and Authority oooooonnnnnccncnnnnnnnonononononnnnnnanonnnnnnnnnnnnos 5 77 5 2 2 5 User Responsibility and Authority ooccccccccccnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnininnninnnos 5 77 00 WS DES a 5 78 E Veer Drok dO Nieee ee E ee ee eee eee eee 5 78 LS ees OYE Ov ModE teeta ae eee eae eer ee eee tica 5 79 CSO Pe TA VIG tala 5 81 3229 Tramnine Group esssccecesezcavnecssseecesensavnosshseecesansavneerhtaecesensavnosshseeessansaveneshiaecesedt 5 81 eL Main roo LS ines llanas 5 81 22 2 dl Competency veleta 5 81 I2 2A A EE A aera 5 82 322 3 Suppher Fault Vy Pes a 5 83 3 2 2 14 Supplier Approval Codes icici wcsenccdccsiscecsacsane ecacstevenecnendcdecssaeccededexcosiendebessncees 5 83 De 2h Customer are Wy CS sanos t dile dabas 5 84 5 2 2 16 Action or Improvement
89. Centre This takes the User into the User Centre where Users can be added amended or deleted and access rights can be tailored to suit a User s needs Additionally part of the individual s training setup 1s contained within the User centre Only Administrators have unlimited access to all areas of all records in the User Centre Managers have limited access to the records of personnel in their own department and everyone has limited access to their own data 3 1 1 8 Quit This option closes Dolphin 3 1 1 9 Log On Log Off This option enables a User to log in and out of Dolphin quickly and easily and frees up the Dongle License until the User needs to log in There is a minimize button to allow it to drop from view on the desktop and to place it on the toolbar Dolphin Version 2 4 1011 1 3 3 22 May 2009 3 1 2 Edit Menu 3 1 2 1 Password This allows a User to change his her password the User must first enter the old password and then double enter the new password to prevent spelling mistakes If the old password 1s not known then an administrator or management rep can Preferences find that User s password from the User Centre to inform the User so it can be DB Admin changed Edit Fassword 3 1 2 2 Preferences This takes the User to the Preferences dialog 3 1 2 3 DB Admin This section is for use by Dolphin Software Limited only This allows access to the Dolphin Database 3 1 2 4 Consultant
90. Colour This determines the colour of the text adjacent to the link 7 5 4 Link Flags This page sets a myriad of properties for the link Each of the options is described below Link properties Styles Test and Fort Colors Flags AdjustOrg Rigid AdjustDist RoundedCorner Hidden W Selectable W Logical W Stretchable OrthogonalDynamic OrientedT ext OwnrerDraw 7 5 4 1 AdjustOrg This option determines whether it is possible to adjust the position of the first point of the link 7 5 4 2 AdjustDst This option determines whether it is possible to adjust the position of the last point of the link 7 5 4 3 Hidden This option determines whether the link is visible or hidden 7 5 4 4 Logical This allows the administrator to exclude some links from the diagram logic for instance a link that just contains a label and that has not any role in the flow 7 5 4 5 Orthogonal Dynamic This option determines whether the line is composed of several orthogonal segments vertical or horizontal so that the first and last segments of the line are orthogonal to the origin and destination nodes Notes This property will have not any effect if the style property of the line is Polyline or Bezier or Spline Dolphin Version 2 4 1011 1 7 17 22 May 2009 To observe the OrthogonalDynamic behavior click on a link point and move it You may also set the AdjustOrg and AdjustDst properties of the link Not
91. External Audits Closed Trainer Ruth Jenkins Pass Rate Trainer Competent Ruth Jenkins Competent Ruth Jenkins This Report can then be printed or exported as detailed above This report type is particularly useful in preparation for one to one meetings or training evaluation and appraisal meetings 9 3 9 4 Training by Trainer Please Select the Criteria Date Trained 31 May 2007 31 May 2007 31 May 2007 31 May 2007 31 May 2007 31 May 2007 31 May 2007 31 May 2007 31 May 2007 31 May 2007 The Training by Trainer report allows an Administrator to use the filtering options in the right panel to produce a report showing which staff were trained by the Trainer for a specific module It is possible to report on all training modules or a single training module as required S Report Generator Ge F Ele H y Close 6 Report Explorer Training By Trainer Reports Audit Reports Please Select the Criteria Sy Improvement Reports leS Customer Reports Trainee Al le Supplier Reports le Mail Reports Department Reports 94 User Reports External Reports View Extemal Report l Training Reports cA Skill List lt a Training By Skill lt a Training By Trainee Ss ME Trainer Ruth Jenkins All Training Module TM Control of Records All Training ID to 9999 v Course Date From 01 05 2007 Course Date To 30 06 2007 Clicking on the View Report button causes the Tr
92. Faran General Manager Management Team Natalie Ross Natalie Ross Administration Calibration Records Debbie Sutton Deborah Sutton Administration Vehicle Records John Smith John Smith Training Records a12 dsads werfest Press Officer Administration Training Evaluation and Appraisal User Records Admin Only Suppliers ommoooogooog0 SubRecords Click on one of the links to the left to see the related data Dolphin Version 2 4 1011 1 5 50 22 May 2009 AIN op s Sons Clicking on the Add User button opens a new Dialogue Box asking for the User ID This field must be filled in as it cannot be blank in any User Records in the system It is suggested that you use the same convention for all Users and that should be proper names such as John Smith Peter Jones etc This is the name that will appear on all records reports etc Note when creating a new user Dolphin will automatically check to see if the user already exists and if so inform the user thereby preventing duplication DolphinNet Enter New User ID Cancel John Smith When entered click on the OK button This will open the Amend User form for the new User at the Contact Details tab Work through the tabs from left to right To access the record of an existing User select it from the list and click on the Amend User button The record for that User will open up on the Contact Details tab
93. Holidays Only Quality Aware etc Decisions to upgrade or downgrade a Supplier are normally made at a Management Review Meeting or as the result of a complaint against a Supplier Dolphin Version 2 4 1011 1 5 83 22 May 2009 Data Centre E Actions Options Records Utilities Pa PP Ci Group As Preview P view Type Hi Add ee view 2 diia 5 Supplier Approval Grades SubReconds Departments Job Titles User Types User Breakdown Training Modules tte AURERE FATET tate ae hea Competency Levels Trainers Supplier Fault Types Supplier 4pprowal Grades Customer Complaint Types Cause Codes Required Modules Required Competencies Standards Equipment List Type of Check Test Frequency Click on one of the links to the left to see the related data 5 2 2 15 Customer Care Types This Subrecord stores all of the Customer Care Types If a satisfaction level is selected that has a tick in the Gen Imp field an Action or Improvement will be generated automatically These items are found in drop down lists in the Customer Care Records S Data Centre 3 Actions Options Records Utilities H Grup A Peview 75 view Type i Add ca View gt lt Delete Qi Find Show All Fields 2 Required Modules by Job Title a Customer Care Types Required Modules by User YP Competency Levels are Type Required Competencies a ae Trainers Unsatisfactory service Supplier Fault Types Supplier Approv
94. ID Cards Mones 0 Job Descriptions a E TO Control of Record Control of Records o Mones Training Modules TM Corporate Inducti Corporate Induction lt None gt TM TD Daily Contact Call Daily Contact Calls lt None gt 3 oe Data Protection a Data Protection and Integrity o i lt None gt o Bi ape Disaster Recover Disaster F Recovery RARA ai Hones TEREE TD Documentation C Documentation Control lt None gt TD Emergency Resp Emergency Response lt HNone gt TD Equipment Retur Equipment F Returns IA dd lt None gt o a ED External Audits d External Audits e TD Field Staff Operati Field Staff Operating Procedures E lt None gt TO Handling Fire Alar Handling Fire Alarm Calls None gt E TD Handling Telecar Handling Telecare Calls N iz lt None gt pp Installation of Tel 5 Installation of Telecare Equipment 4 lt None gt TD Introduction Purp Introduction Purpose and Use of the System hs None gt o TD Liaison with Corp Lod Liaison with Corporate Clients lt None gt TD Management of C Management of Complaints lt None gt E Z None gt 8 3 11 2 Linking Documents Once the Groups have been created they can be added to later 1f necessary 1t 1s possible to add documents to the various groups This is done by placing the cursor in the first line below the column headers in the right hand panel Select the Level designator from the drop down list in
95. Once inserted into a paragraph the Tab will carry on to any other paragraphs created from that one Once inserted into a paragraph pressing the Tab button on your keyboard causes the insertion point to move to the next Tab Marker and for the text inserted there to follow the format as defined by the type of Tab Marker selected 1 e right justified decimal aligned etc 8 5 2 2 Delete Tabs On the ruler bar click on the Tab Marker on the Ruler Bar and drag 1t downward off of the Ruler Bar then release the mouse button 8 5 3 Document The document appears in the main part of the panel at the zoom specified and with the Paragraph Marks showing or not as specified on the Formatting Button Bar The document is edited in this panel by inserting and deleting text and formatting it using the Formatting Button Bar Once the editing is completed click on the Save button This opens up a dialogue box where you can add a Description of the Change DolphinNet Enter a Description of the Change Cancel Added five new bullet points for the new BS EN 50131 authorities This description appears in the list of revisions under the Revision History Click on OK to complete the save routine The current document is attached to the new document and can be accessed via the Old Revision Attachments button The new document is the only one available for normal use from the moment it is saved 8 5 4 Status Bar The Status Bar shows certai
96. R 4 1 Dolphin Version 2 4 1011 1 1 2 22 May 2009 4 1 4 Ony OIE A A EE 4 1 4 1 5 DoT icono AEE E AEAEE A 4 1 4 1 6 Show Oyerview TOO DU ts ibi 4 1 4 1 7 a A ek nedaddeuinntes 4 2 4 1 8 O SS ev te ne er ae i ea 4 2 4 1 9 Parma AAA E EERE 4 2 AM AAA UA 4 2 IA a A o O oats gesoeeaycteaaqenoee 4 2 La POE a ea AA A A 4 3 1 A nee Mmtnere Crnt ater onnn ere reenter Mmnrecre er ira yee 4 3 4 3 2 duda hems Oo o yo APRA A Po OE iiS 4 4 A e A a E a a a Li D iia Ho TUBE COMP a Cute Data C O aca rere meer tert 5 1 SL Ioe aa Oo 5 1 1 dica o PA AS TETEE EEE SATEET TEE AA 5 1 5 1 1 1 E Group E A EA A A A 5 1 5 1 1 2 SS knta aknan kak nan Ma MA nM A A AA AA A a a nen 5 1 5 1 1 3 SA 5 1 ANENE TC ge ceases ance seus ested ccbsea sone pteedeavlis xen beedcecbesatvesnesciaaelanececntetens 5 2 5 1 1 5 VICW ceccccccccccscscsssscsesscsssssscssesssvesesssssssssssscssssesessssssscseseseseseateseseeseavereaveseaven 5 2 5 1 1 6 P Delete c cccccccccccccccscscsescscscsecscscscscscsesesesevecacasasasasacssscsesesecacasacacacsssesesesesevecaee 5 3 5 1 1 7 5 1 1 8 5 1 1 9 MB Done nc ccccccsccssscsssssesssssesssssccssssccsssssesssnscsssnsccssssccssssscssssscsssnsecssseeesssssesen 5 3 ILZ NICO Dada 5 3 SA e e EU EE 5 3 I TO APA OOOO UNO o 5 3 Missing Required Modules ooonccccnnnoonnnccnnnonnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnos 5 4 EA MAS 5 5 Updated Training Mode ts 5 7 ASA a 5 8 SS IS ias 5
97. Revision 1 Galloway Date 01 10 2005 Draw FR New Process Dolphin Version 2 4 1011 1 7 2 22 May 2009 UN qn 7 2 2 Copy Existing Map To create a new Process Diagram from an existing Process Diagram open the Process Diagram to be copied click on the File menu and select Save As DolphinNet Enter Description of the change Cancel New Process Map created from an existing one When prompted the description of the change in this case the reason for creating the new file This description will appear in the list of revisions in the Revision History Click on OK to continue the Save As routine When prompted in the next dialogue box enter the Process Name Save ini E Flowlharts Ef E La Old PR Regulations 9001 MAI Improvement Pres Action Fly La PR Procedure Ae a Sy be PROL Flw EPR Procedure Aa My Recent La PR New Process Fly ES PR Procedure 42 Dase La PR Blank Flv La PR Procedure Ae P FR Commitment to Stakeholders Flw La PR Procedure Act Ep PR Company Profile Flw Ep PR Procedure Cor La PR Improvement Fl La PR Procedure Cor LP PR NSI Visit 2 6 1 Flw EPR Procedure Dor Ep PR Organization Chart Flw Ep PR Procedure 14 Lp PR Policies Flw Lp PR Procedure IA ba PR Procedure A amp I Action Fly La PR Procedure 14 Ep PR Procedure A amp I Actioning Fly Ep PR Procedure 14 Lp PR Procedure A amp I Auth or Reject Flo Lp PR P
98. T Crest Audits his Docomeni Mes leen bodia Mei Pore DSSS 144421 Reprorlina Ai ichlo Hol Fory DMS SE Lee LY Avett Posies his Reece Hie Been Mihil Current Page Ma 1 Total Page Ma 1 Zoom Factor Whole Page This Report can then be printed or exported as detailed above 9 3 6 Department Reports 9 3 6 1 Department List The Department List Report has no filtering options to select in the right hand panel Clicking on the View Report button causes the Department List Report to be generated on the screen Dolphin Version 2 4 1011 1 9 15 22 May 2009 Report Viewer Seles E Eile i fp Home al Close LEE a a xX amp Ee amp it Main epart Department List Department Administration Engineering Management Quality Sales Current Page Mo 1 Zoom Factor Fage width 9 3 6 2 Department Detail The Department Detail Report has no filtering options to select in the right hand panel Clicking on the View Report button causes the Department Detail Report to be generated on the screen Report Viewer SEE i File f Home a Close 6 4 4 gt E 5xgl 2 a MainReport Department Administration Name James Forsyth Administration Assistant Neil Forsyth Office Manager Gill Forsyth Partner Department Engineering Name Darren O Reilly Installation Engineer Mike Ryan Installation Engineer Lee Usher Service Engineer Mark Walker Service Engineer Department Management B
99. Types This Subrecord stores all of the Supplier Fault Types Late Delivery Damaged Goods etc These fault codes will be used in the Supplier Records and will be reviewed at Management Review c Data Centre Actions Options Records Utilities ESI pel Preview vent al whe E Add ae View x Delete B A Home Print e Close Records SubRecords Fault Type j Departments Early Delivery Job Titles Inaccurate Information User Types Incorrect Deliver Wrong colour finish ete Meer ene Incorrect Deliver Wrong Quantity Lack of Response Training Modules Late Delivery Competency Levels l Staff Behaviour ES Wrong Pricing Supplier Fault Types Customer Complaint Types Cause Codes Required Modules Required Competencies Standards Click on one of the links to the left to see the related data 5 2 2 14 Supplier Approval Codes This subrecord will be used in the Supplier Records to determine which of two otherwise similar organizations should be used as the supplier for a given job In essence the higher rating supplier should get the job if everything else is equal Supplier s Approval Codes can be modified based on good or poor performance For example a supplier may be awarded the accolade of Preferred Supplier and this can be added to the Approval Codes then allocated to that Supplier under the Supplier Records Other categories may be Only as a Last Resort Bank
100. UN O A Soon If an additional training need is identified for which there is no training currently clicking on the Add button against the third option causes an Action to be generated with suitable prompter words already inserted This needs to be completed and handled in the normal way for Actions Improvements If this training was so useful to this employee it might be useful to others also Clicking on the Add button against the fourth option causes an Action to be generated with suitable prompter words already inserted This needs to be completed and handled in the normal way for Actions Improvements The Manager then enters his or her Dolphin password to the sign off box at the foot of the form and presses the OK button This Training Record is now marked as Closed in the top right hand corner of the form N B Trying to close the training record without entering Trainer Trainee and course details will bring up an error message Attachments Tab The fifth tab is used to attach any documentary evidence that may be relevant to the training For example you might want to scan a copy of a Certificate of Training and attach it to the record By attaching documents to this tab you preserve a copy of the document as it is for future reference Closed Attachments Index Description UAPOZ2397 pdf ma i Ep UA Staff ndy Galloway Certificate of Achievement pdf Remove You can a
101. You can also scan documents such as reports handwritten notes Certificates of Training etc and they will become a permanent part of this Audit Record The functionality for these buttons is described in the Attachment Tabs section 5 2 1 3 External Audit This screen holds all the data relevant to an External Audit including Actions Improvements and any scanned and attached documents such as external reports and hand written notes The toolbar buttons across the top work in exactly the same way that they do in all other records within the Data Centre Main Tab Dolphin Version 2 4 1011 1 5 19 22 May 2009 External Audits gt File i os Add Action Add Improvement 3 Print fal Save gt lt Exit without Saving gf Save and Exit E External Audit Number 1 Main Audit Trail Results Actions Improvements Attachments Audit Date 30 July 2004 e Visit Number External Auditor Peter Perfect Organization Lloyds Register of Quality Assurance Standard BS EN 150 3007 2000 s Location E Daps at Londong Office and 1 day at Southampton Office m Brief Full Assessment Visit for certification to 150 9001 2000 The first tab holds data about the audit including the auditor the auditing organization the audit or visit number a brief description of the External Audit the locations being audited and the audit date The date is automatically selected as to
102. ZO OUR OE o II e e AEA E E 7 25 PO WPOCESS ES Prop sanitario lali 7 25 7 6 4 A AAA savaneaienayaneveceteaatoents 7 26 NA A recetene E E E E E E 7 26 lA 26S ins 7 26 A A eee ee 7 26 TORA AMS O etario dacrds 7 26 TOD POT VG Eo 7 26 TOAD dio E UP UE E iecteecoacinaad ions tieseasseneesel 7 26 nn neem er ret ene ne eee eer ne ett oer ene res eee 7 27 OO SACS Wersosunesatict series altiro le ostias 7 27 TO UZ A arenes snc tse UOC o ten E E AEE 7 27 A SA AA E eee eee eee 7 27 Ja AA Made PP E A E E 7 27 TO INU CS Ria rt reses 7 27 AA A eee eee reer ee ee eee 7 27 HOJA Nudie DOW sciegi ergiini Ea a EEE TEETE EE EE 7 27 LO A A PP II 7 27 7 6 6 Ss Troe Momie noses taannteureioaesoaemoonsaeys 7 27 dele DOO BiT A ea 7 29 TL MI EE EEA AENA EE E E A EEEE 7 29 lada A A ee A 7 29 TTB 7 29 7 7 4 JB PP 20 IP PP A EE E 7 29 Tas iat DET AA EEE 7 29 7 1 6 a OP Pl ii S E o E A E A E 7 29 DIT MM Clos cc 7 29 77 8 BE Undo aaan 7 29 7 7 9 o A E A 7 29 O CREW Copy A 7 29 7 7 11 la sabina Chas Podria 7 29 Tla E ES O O aE E ETE ipin ra 7 30 7 1 14 a A 0 secen E Prec intr Gintiyes feenrtrrn er trse 7 30 Dolphin Version 2 4 1011 1 1 9 22 May 2009 at Reset Seleciable noia ies 7 31 7 7 15 F 7 7 16 A E E E A E E 7 31 A Back sc ccccccsscccsssssssssssscssssssssessssssesssssssstussssesuasessetussessenussssseneasse 7 31 7 7 18 o A A T E E AA 7 31 1d 19 A A EEE E IA 7 31 Dole Old Process Map ROVI OS pidan 7 31 TIal A E p a pi
103. a ES PO TEE EE T EEES Index Description 159 Audit Report 160 Audit Itinerary pi 161 ze Prat Handwritten Hotes 162 DS Handwritten Notes lt Remove 5 2 1 4 Actions and Improvements The Actions and Improvements screen holds all the data relevant to a Correction Preventive Action Improvement or Corrective Action Definitions The main difference between an Action and an Improvement is that an Action has a clearly defined need It exists to rectify something that has gone wrong or may go wrong An Improvement will be streamlining or enhancing a process that is working perfectly well it can just be done better quicker cheaper etc The same form functionality has been used for both Actions and Improvements The difference 1s that with an Action you can choose via radio buttons whether the action is a Correction a Corrective Action or a Preventive Action Certain reports rely on this information being accurate Improvements do not give the option they are just simply Improvements The buttons along the top of the Action or Improvement Form follow the standard functionality of all Dolphin Toolbars Dolphin Version 2 4 1011 1 5 22 22 May 2009 Initial Tab Correction 1 i File Print br Save X Exit without Saving g Save and Exit E Number jStage Commencement Initial Authorization Actions Attachments Close Out Improvement Types Open Originated From Internal Audit
104. a new subrecord there is a button called New This acts as OK but also allows the User to make further additions to the subrecord and clears the applicable data entry areas It is applicable to the following subrecords o Departments o Responsibility and Authority Areas Dolphin Version 2 4 1011 1 5 73 22 May 2009 Job Titles Job Title Responsibility and Authority User Responsibility and Authority User Types User Breakdown Training Modules Training Groups Training Groups Links Required Modules by Job Title Required Modules by User Competency Levels Required Competencies Trainers Supplier Fault Types Supplier Approval Grades Customer Care Ratings Customer Care Types Cause Codes Standards Equipment Types Type of Check Test Frequency Check Groups Audit Trail Department Items Audit Trail Process Items Audit Trail Results Meeting Types Meeting Type Tabs Risk Groups Risk Items Risk Links Risk Assessment Types Risk Likelihood Risk Severity Risk Identified Process Tree O Y O O O O O O O 9 0 0 0 OO OD OC OO OOO 2 CO OD OO OOOO 0 0 O 0 Dolphin Version 2 4 1011 1 5 74 22 May 2009 5 2 2 1 Departments Data Centre F Actions Options Records Utilities H Goue Ad Preview Kia View Type SubRecords Department Departments Accounts Job Titles Administration User Types Ancillary Staff User Breakdown Engineering Training Modules Fire Systems HA and Screenin Comp
105. aded from a Web site running Unix gt Navigational objects built into the PDF file format allow users and creators to expand the usefulness of a publication Such items include Internal and external links bookmarks thumbnails of each page article threads form fields buttons for navigation notes to annotate information views to allow a user to magnify or reduce a page to fit within the user s computer screen gt Ultra Printable PDF files are based on the PostScript language imaging model This enables sharp color precise printing on almost all printers gt Ultra Viewable On screen PDF files have a precise color match regardless of the monitor used PDF files allow the user to magnify documents up to 800 without the loss of clarity in text or graphics gt Smaller PDF files can be optimized to reduce their file sizes PDF files for example can be 1 5 of the size of their HTML counterparts 8 4 2 File Page Setup Using this menu item is the same as using the Page Setup button 8 4 3 File Home This 1s the same as using the Home button 8 4 4 Edit Hyperlink If there is Hyperlinked text in a document and if the insertion point is within the range of text encompassed by the hyperlink this option is available from the Edit menu Selecting it opens the Hyperlink dialogue box where you can edit the parameters of the hyperlink See Hyperlink Dolphin Version 2 4 1011 1 8 19 22 May 2009 8 4 5 Edit Targets
106. adient 7 4 2 2 Draw Colour Select the colour of the shape outline from a standard palette of colours including the ability to create custom colours 7 4 2 3 Text Colour Select the colour of the text within the shape from a standard palette of colours including the ability to create custom colours 7 4 2 4 Shadow Colour Select the colour of the shape s shadow from a standard palette of colours including the ability to create custom colours 7 4 2 5 Gradient Colour Select the end colour of the shape s gradient from a standard palette of colours including the ability to create custom colours 7 4 3 Flags Below is displayed the Flags tab of the node properties dialog box Each option is then described Dolphin Version 2 4 1011 1 7 11 22 May 2009 Node properties Styles Colors Flags Hidden LabelE dit Logical OwnrerDravy W Selectable Transparent Test Font and Image W Moveable Ww Moveable W Sizeable W YSizeable W InLinkable W QutLinkable W Gradient 7 4 3 1 Hidden When checked causes the shape to be hidden 7 4 3 2 Label Edit Allows a User to click on a selected cell to edit text 7 4 3 3 Logical This allows the administrator to exclude some nodes or links from the diagram logic for instance a node that just contains a label or an image and that has not any role in the flow 7 4 3 4 Owner Draw This option adds gradient shading on rectangles and circles This opti
107. aining by Trainer Report to be generated on the screen as shown below Dolphin Version 2 4 1011 1 9 21 22 May 2009 be Soft Training by Trainer Jenkins Ruth TM Control of Records Trainee Status Pass Rating Date Trained Jenni Wright Closed Competent 31 May 2007 Alex Fyles lased Competent 31 May 2007 Andrew Hodgkins ed Trainer 31 May 2007 Carl Ballington Closed Trainer 31 May 2007 Christine Smith Closed Competent 31 May 2007 Colin Atkin Closed Competent 31 May 2007 David Mure Closed Competent 31 May 2007 Dawn Stephens Closed Competent 31 May 2007 Elaine Bruce Closed Competent 31 May 2007 This Report can then be printed or exported as detailed above 9 3 9 5 Training Matrix There are no filtering options available for this report Selecting the View Report button on the right hand pane will result in the following popup window DolphinNet Display Matrix Key Select Yes and the following report is produced Training Matrix TM Ae TM Con trol TM Contr TM Inst al Se ne quipmen CBSE TM Introduction Purpose and Use of the Syster HRB EE EEE PM Liaison with Cor ae Chen 3 5 rita OOOO OOO Tm ri of c omplaint 3 5 s s 3 3laJalala 3fafalaf3fafal 13 TM Management of Service Partners 3 5 al ttt tt The report identifies the competency level e g 3 Competent of all users registered in Dolphin against the required training mod
108. al Grades Customer Care Ratings Excellent service AS SRNL AAU Ree A en an mar ae ATS Cause Codes Standards Equipment Type Type of Check Test Frequency Check Groups Audit Trail Department Items Audit Trail Process Items Audit Trail Results Meeting Types Click on one of the links to the left to see the related data If a change is made to a customer complaint type via the Edit function then the Customer Care Record is also updated to maintain data integrity Dolphin Version 2 4 1011 1 5 84 22 May 2009 de Soon 5 2 2 16 Action or Improvement Cause Codes This Subrecord contains the Action or Improvement Cause Codes used on the Close Out tab of the Actions or Improvements form Data Centre Actions Options Records Utilities FA Group aa Preview FA view Type 1 ee Add E View X Delete p Home Print vf Close Recon Hotad y SubR ecords Cause Code Departments Analysis of Data Inadequate Job Titles Analysis of Data Not Carried Out User Types Authority correct MS Authority Mot Identified Calibration Mot Doe Calibration Mot Done Correctly Call Out Not Handled Correctly ARC Call Out Not Handled Correct Customer Supplier Fault Types Call Out Not Handled Correct Engineer Customer Complaint Types Call Out Not Handled Correctly Office Cause Codes Care of Customer Property Inadequate Training Modules Competency Levels Trainers Required Modules Commissioning Mot Carried Out R
109. allocated the next Record Number Once saved the record cannot be deleted Attachment Tabs Within all Records the tabs should be followed through in a logical order from left to right Where a record has an Attachment Tab the functionality for the buttons is as follows To View a document select 1t from the list and click on View Dolphin interrogates windows to find out what programme should be used to open a file of this type then runs the programme and opens the file To Add a document click on the Add button browse to find the file you want to import and click on the Open button Dolphin makes a copy of the document in a secure location and adds an entry to this table so that the document can be viewed as necessary To remove a document from the list select 1t from the list and click on Remove If you have the right authorities the document will be removed from the list If not you will be given a warning that you do not have the correct privileges and that the document will not be removed Even after removal the document is still stored in the secure location Dolphin Version 2 4 1011 1 5 15 22 May 2009 5 2 1 2 Internal Audit This screen holds all the data relevant to an Internal Audit including Actions Improvements and any scanned and attached documents such as external reports and hand written notes The toolbar buttons across the top work in exactly the same way that they do in all othe
110. alue in Column Z Version From Skill Doc Rev History All listed training can be allocated by clicking on the Add All button This option creates a Training Record for each entry on the list for the date specified but does not allocate a Trainer to the Training Record The Trainer must be added manually by opening the Training Record and selecting the Trainer from the drop down list See Training Records The Print button causes a list of all outstanding Required Modules training to be printed The Close button closes down the utility Passed Renewal Date Training that has a shelf life 1 e needs to be renewed every two years such as Fork Lift Truck Operator First Aid Training Grade 2 Welder etc is marked in a Training Record as being Renewable the Renew box is ticked The Training Record then has an additional date inserted to show when the training should be repeated The default date is 2 years but can be set to any date Training Records bel Save X Exit without Saving Save and Exit E Commencement Training Required Module Training Report Training Results Attachments C T ENED AEE Intemal External QA Trainee Training Module Version 0 Location Tramer Date Trained 112 November 2005 112 November 2007 Dolphin Version 2 4 1011 1 5 5 22 May 2009 When this record is saved the Renew date 1s added to the Schedule Centr
111. anded option is selected then only the selected Group on any Explorer Bar is expanded Opening another Group causes the expanded group to close before the newly selected group will expand Clicking on the expanded group will close it 8 3 Button Bars OU 8 3 1 New IMS Document This button will clear the document currently being viewed in the Document Panel and prepare a blank page With the correct permissions the User can then create a document and print export or save the file When saving for the first time the User is asked for the file title file name and a reason for saving This not only saves the document to the Docs subfolder but also primes the IMS Centre for displaying and controlling the document 3 2 Open IMS Document Clicking on this button will open a dialogue box in which you can navigate to where the file that you want to open is located This option starts in the Docs subfolder Documents that are either Rich Text Format RTF or Word Documents DOC will open in the IMS Centre All other file types e g PDF Excel etc will open in the appropriate programme 1 e PDF will open in Adobe Acrobat Reader Even if a document is not listed in the IMS Centre Explorer Bar they can be opened exported and saved from the IMS Centre Dolphin Version 2 4 1011 1 8 4 22 May 2009 UN qn O yt VG yt A Dolphin will also recognise that the new document does not have an entry in the explorer bar and as
112. ans that images must be Registered in the system All registered images are 7 8 8 Select Mode In the Edit Mode pressing the S key on your keyboard toggles between Draw Mode and Select Mode CO PS PEA Oe O E AO AO ehe elle od od eee 7 8 8 1 Draw Mode In draw mode describing a rectangle on the Process Centre canvas drawing area creates a new Node of the size and in the position specified by the rectangle described This rectangle and therefore the resultant Node lines up with the Grid as specified in Preferences The Node Properties of the newly created Node are the default properties as set either in Preferences or as specified for that Process Diagram if updated either under the Edit Menu Set Default option or by using the Set Default button Once a Node has been created 1t can be updated as per the Edit Process Diagrams section Dolphin Version 2 4 1011 1 7 34 22 May 2009 7 8 8 2 Select Mode In Select Mode nodes and links can be selected for editing linking resizing aligning moving etc Some operations can only be performed on one Node or Link at a time even if many Nodes are selected Other operations are carried out on all Nodes or Links that are selected There are two ways to select multiple Nodes or Links Select an Area Many Nodes can be selected by describing a rectangle on the Process Centre canvas drawing area to take in all the nodes or Links that the rectangle touch
113. ant required modules by user subrecord They need to be allocated to a Department so that their Manager can be assigned the correct privileges The start date is automatically entered as the system date but this can be changed Amend User Contact Details Appointment Detales Education Qualification and Experience Training Authority Attachments Appointment Responsibilities Notes ob Tile Department Operations l Start Date Induction Date Finish Date Previous Training Start Process fN one gt z l Selecting the Job Title also brings up a message box asking whether you want to import the Responsibilities that were set up under the Job Title Subrecords DolphinNet Would you like to append the Responsibilities Field Contact Details Appointment Details Education Qualifications and Expenence Training Authority Attachments Appointment Responsibilities Motes Job Title IT Administrator w Routine Computer Maintenance The responsibilities of the IT Administrator are Department Administration l aide deggdedgjdhgfidsagtidsagtihg Induction Date 2 sdkjgbredjgbtsdjabtedih Finish Date 3 skjbsfgbsdlfsldf 4 slkvhbfsalfbgsdbhys 5 dkfvbdsklfAgdrekh Previous Training start Process lt None gt Dolphin Version 2 4 1011 1 5 52 22 May 2009 If a staff member changes their job description and responsibilities the User record should be
114. are have been developing paperless quality systems since 1995 Many different software programmes were tried and some had limited success Many of them only succeeded due to the ingenuity of the consultant Although all of our paperless systems achieved accreditation to the relevant standard that they were designed to comply with at Dolphin Software Ltd we consider compliance to be the minimum standard not the whole objective When these early paperless systems moved beyond merely complying with the standard 1t became apparent that the software could not support the greater functionality required for a truly paperless system As Lead Auditors of some years standing DSL Consultants knew exactly what they wanted the software to do However after checking dozens of so called Process Mapping programmes they came to the conclusion that they were going to have to design and commission the software themselves This means that the difference between Dolphin Software and all others that we have checked is that the development of Dolphin is driven by consultants not by software engineers All other software starts out as the brainchild of a software company then when the software is at the beta testing stage they develop a network of consultants to distribute and use the software At DSL the difference in approach may seem cosmetic but is in fact a world apart The software has been developed to provide the functionality that the consultants need in order t
115. arry Forsyth Senior Partner Current Page No 1 Total Page No 1 Zoom Factor Page Width This Report can then be printed or exported as detailed above 9 3 7 User Reports 9 3 7 1 User Detail Current The User Detail Current Report has no filtering options to select in the right hand panel It will always show the details of the User that is currently logged in to Dolphin Clicking on the View Report button causes the User Detail Current Report to be generated on the screen Dolphin Version 2 4 1011 1 9 16 22 May 2009 Report Viewer i File Home of Close E 44 gt E5x9 1 2 MainReport User Details Emp No l User ID Andy Galloway Forename Andy Surname Galloway Password Position Quality Manager Administrator Yes Department Quality Manager Yes Start Date Director Yes Finish Date User Yes Engineer Install Yes Responsibilities Experience Engineer CallOut Yes Engineer Service No Sales Yes Internal Auditor Yes External Auditor Yes Programmer Yes IntTraining ExtTraining Trainer Yes Process Planning Yes Consultant Yes Calibration Yes Address Town County Country PostCode Telephone 023 8071 5437 Current Page No 1 Total Page No 1 Zoom Factor Page Width This Report can then be printed or exported as detailed above 9 3 7 2 User Detail All Admin Only The User Detail All Report has no filtering options to select in the right hand panel Administrat
116. ars It is then possible to edit the following data Course Name Document Link ID Internal External Required by all If amendments are made to a training module name Dolphin will also amend the name in the following areas so that the links are maintained Trainers Required Modules Required Competencies Training Records Evaluations This Subrecord is a drop down item within the Training Records Dolphin Version 2 4 1011 1 5 80 22 May 2009 Data Centre Actions Options Records Utilities E Group Ay Preview 7 View Type Records SubR ecords Departments Job Titles User Types User Breakdown Training Modules Competency Levels Trainers Supplier Fault Types Customer Complaint Types Cause Codes Required Modules Required Competencies Standards 7 a Course Type External Course Type Internal Calibration Commissioning Systems Contract Review Control of Corrective Maintenance Control of ID Cards Control of Preventive Maintenance Corrective Maintenance Visits Customer Complaints Handling Customer Satisfaction Disconnections Handling Engineer Call Out Enquiry Handling False Alarm Management Handing Over Systems Ji Add oo View gt lt Delete Bi gt Home Print Training Modules Training Module Doc Link TM Calibration TM Commissioning l TM Contract Review TM Control of Corrective Maintenance TM Control of ID Cards TM Control of Preventive Maintenance TM Corrective Maintenance
117. at the programme DolphinNet exe or Loader exe see below and the Target Area points to the Live or Test area depending on which icon it is see below This is set up in the Properties of the two icons The Live system will contain the actual files being used for the system that is being developed 1 e the Quality Management System HAS Management System etc The Test data area will ship with a few examples of each type of record and a few Process Maps and documents This is the practice area where Users can create and destroy records and amend process maps and documents to gain experience in how the software works 13 2 2 Stand Alone System For a stand alone system the server and the client computer are the same machine In Preferences the Network Address is to be set at 127 0 0 1 and the dongle inserted into the correct port on this computer The programme used to run the stand alone system is called DolphinNet exe and it is located in C Program Files Dolphin Software Data files documents process maps etc for the Live System are located in C Program Files Dolphin Software Live Data files for the Test System are located in C Program Files Dolphin Software Test Updates to the DolphinNet exe file 1s by replacing the programme file with the new version 13 2 3 Network System For a network system the server and the client computers are different machines Instal the software onto the Server fir
118. at you want to rename and highlight the Name column in the right hand panel Type the new file name and then press the Enter key on your keyboard This new information will then be saved to the database 8 3 11 8 Changing Group Level ID It is possible to change the Group Level Identifier e g changing L1 to L6 Dolphin will bring up a prompt which will ask if all documents in the selected group should be changed to the new Group Level ID Dolphin Version 2 4 1011 1 8 11 22 May 2009 AUN y O 9 i Si EA L 8 3 11 9 Changing Process Links A Document Linked Process can be changed on the fly In the right hand panel select the document that you want to rename and highlight the Process column Select the new Process Map to be linked to this document from the drop down list and then press the Enter key on your keyboard This new information will then be saved to the database 8 3 12 J Root Process Clicking this button takes you to the Process Map with the file name PRO1 flw This is known as the root process by virtue of its name If there is no Process Diagram with this name in the Live Data Area pressing this button will generate an error message informing you that the file is missing 8 3 13 Last Process Clicking this button takes you to the Process Map that is open in the Process Centre or if the Process Centre 1s closed to the last Process Map viewed 8 3 14 Mi Linked Process
119. ator to use the filtering options in the right panel to produce a report showing all trainees and the training modules assigned to their job title Alternatively the search criteria may be narrowed and a report of one individual and their training modules may be prepared Dolphin Version 2 4 1011 1 9 20 22 May 2009 B Report Generator _ Report Explorer Meee Training By Trainee Reports Audit Reports Improvement Reports Customer Reports Trainee Carl Ballinaton Supplier Reports s Mail Reports Trainer Ruth Jenkins 4 Department Reports Training Module User Reports 3 External Reports ca View External Report Training Reports 2 iS cua a Course Date To 30 06 2007 a Training By Skill 3 Training By Trainee Training ID 2 Course Date From 01 05 2007 Clicking on the View Report button causes the Training by Trainee Report to be generated on the screen as shown below Training by Trainee Ballington Carl Module Status TM Access to Clients Premises Closed TM Access to the Centre Closed TM Account Management Closed Competent Ruth Jenkins TM Control of ID Cards Closed Competent Ruth Jenkins TM Control of Records Closed Trainer Ruth Jenkins TM Data Protection and Integrity Closed Trainer Ruth Jenkins TM Disaster Recovery Closed Trainer Ruth Jenkins TM Documentation Control Closed Trainer Ruth Jenkins TM Equipment Returns Closed Competent Ruth Jenkins TM
120. be changed if required The name of the Customer Care Controller is entered into the Closed by box automatically Customer Care Commencement Feedback Customer Notes Actions Attachments Close Out Reason for Close Out lt None gt Pressing the Cancel this Record button deletes the record completely leaving no trace of the incident The only person who can cancel a Customer Care issue is the Customer Care Controller as specified in the Preferences Section Pressing the Close Out button causes the record to be locked and the incident marked as closed in all records However there may still be Actions outstanding at this time The only person who can Close Out a Customer Care issue is the Customer Care Controller as specified in the Preferences Section Dolphin Version 2 4 1011 1 5 37 22 May 2009 5 2 1 7 Suppliers Data Centre Group Preview 4 view Type gt Bi Add coVview gt lt Delete Bi gt Home Print Records Suppliers Internal Audit External Audit Contact Telephone Supp_Open Actions Improvements E01 EQM Ltd Southampton Andy Galloway 44 0 23 8071 5437 O c This is the best company have ever seen Not only are they professional and rasonably priced but the Senior Consultant is witty good looking and a general ustomer Care all round good egg Suppliers Customers BES Check out their web site at http 2wnww e quality uk com Calibration
121. be recorded It is not possible to sign the record off as complete if there isn t any information in the results section Additionally it is possible to save relevant attachments e g test reports calibration certificates etc to the record if required The functionality for this button is described in the Attachment Tabs section of the Data Centre When all the relevant details have been added and any attachments made the record should be closed out To do this the Click to mark test as complete button is selected This will automatically add a tick to the checkbox and add the name of the person closing the record e g Dolphin Version 2 4 1011 1 5 64 22 May 2009 Equipment Test Report Serial Ho 7123 Test Date 22 May 2009 w Test Type Tape Clean Results Attachments Results Tapes were cleaned no problems identified Nest routine service to be scheduled Checker B Complete Click to mark test as Complete i Dolphin updates the data in Checks field to record the date of the last equipment check This is logged as a true record The system will add a new record which is scheduled according to the frequency set for this type of check in the subrecords It is possible to double click on the new equipment check and change the date for the next test as appropriate CE Asset Register a el A File 3 a Print lr Save X Exit without saving y Save and Exit Serial Numbe
122. beginning and the end of a link to be decorated with an arrow or other graphic Set this value to Custom to add a User defined line cap 7 5 1 9 Start Cap Line caps enable the beginning and the end of a link to be decorated with an arrow or other graphic Set this value to Custom to add a User defined line cap Dolphin Version 2 4 1011 1 7 15 22 May 2009 7 5 2 Text and Font This page sets the Text and Font Properties for the link Each of the options 1s described below Link properties Styles Text and Font Colors Flags Text pe Tooltip ee 7 5 2 1 Text This text appears on or next to the link 7 5 2 2 Font Click on the Font button to change the characteristics of your text You get a standard font dialogue box that allows you change the font face to any font that 1s installed on your computer font style such as bold and italics font size and font effects such as emboss and outline You can see the way the text will look in the sample text box 7 5 2 3 Tooltip Type some text into the tooltip field This text will appear when the cursor rolls over the Node 7 5 3 Colours This page sets the colour properties for the link Each of the options is described below Link properties Styles Test and Font Colors Flags DrawEolor A TextColor MS Dolphin Version 2 4 1011 1 7 16 22 May 2009 7 5 3 1 Draw Colour This determines the colour of the link itself 7 5 3 2 Text
123. caceessapeuweneecdatesalew tet caactssaaeeneteecedaiesasiew toubeaetaaaeiedettieos 7 10 7 4 1 11 Gradient Mode A 7 10 142 Ba ai E E A F E sc sind tvs deg ack AIE EET 7 10 TAA FUC OOU ea E EE E AEEA EE E EN EA 7 11 Tka Deae O na E E A E 7 11 TA Te O a EA E EE 7 11 Tead Sadov 0 0 0 eee EE 7 11 HALO IAEA eo 7 11 7 4 3 a i EENETI EE TEE ASEE AAT E EE TO E S ETE PE TE PEE E TE 7 11 7 4 3 1 Hidde nnn ee cccscccsscccssccesccecceusccescceusccescceesceescceesseesccescseesseeseeeuceeseceuscs 7 12 We TPA I cor esac E cas sete pecs E 7 12 A o o EE 7 12 Tots CONIC DA ers A 7 12 ES AAA 7 12 TO AAPP o IA 7 12 AA A 7 12 ADS A MOVADI uranio asc leiooicaio let cita 7 12 TA Y Moveable cies scte scneinescaddinasaaesnbe tena nueiedosewes EEEE ENEE NEET 7 13 TASO AS es 7 13 TAL AICA anciana 7 13 ERA AAA EE cbcuessceatseeconsse 7 13 TA Out Cinkable eee oe 7 13 7 4 4 Tex Font and ITa tata iii 7 13 A A 7 13 AL O Re ee A et er ee 7 13 Te MINA VIN A NE UN IA 7 14 Wee TOOD AA e eS E 7 14 Tos LA POP AR AAA 7 14 ala E E EE EE ETE 7 14 Dolphin Version 2 4 1011 1 1 7 22 May 2009 A AAA PP e Un q 7 14 IA A AAA PPP e E E nerpearetpeststaceantne need 7 14 dl AO N decia 7 14 Is OS roto osas nes 7 15 A Sn o E E E A A 7 15 LO Das SiS oo 7 15 DeSales AA E A A E 7 15 A A A A E o O A 7 15 E VAI CAD AA quo erate A E E dumb esconsc E T 7 15 ieee DA AA A o AI 7 16 EA A A I A 7 16 A TO e Teer Teer ote Ce reme ree Cerne er er eee er re
124. cccccssssssssssssssssssssssssssistisisssssesisistevecuiusisesesssssssssessssssssssesesesssee 6 99 6 3 2 Y A 6 99 6 3 3 DI ink to OUtLOOK ccoo 6 99 Mis AU aaa 6 99 6 4 1 ME Forward DY CT O 6 99 6 4 2 MI Reply oo cecccccccccccsseccssecsssecsssecssscsssscsssscssseccssecsasecsssecsssscssucsssecessecsasecsasecensees 6 99 o do LO to AP AA Be ETEA 7 1 AP A A 7 1 Tela Creatine Process DIR OE RDNS seien a 7 1 deals LliCreate File from NeW cccccssscssssessecsessscssessecsecssessecsucsuessessucsucsucsseesecsecsucsaeeseeseeee 7 2 ds COPY EXITO Mad tale 7 3 122 AnAlternauye Copy INOUTING eine 7 4 Tiked Mapo Eroan MA a EEES 7 4 7 2 4 Create a process map using the Drill Down Functi0N ccccccccnnnnonocnnnnnnnonnnnnonnnnss 7 5 Dolphin Version 2 4 1011 1 1 6 22 May 2009 Toda Enine Process MANS seria a aai 7 6 Tels A ees ae geese np escent aa ee erat ceed EE deen 7 6 Toe is A A 1 7 Toda Change the Node Formatting nicas ESAE SS 7 7 Tah Mone e N E ara EEE EEE E E ve acres ety er 1 7 TN A AOE EAE AEEA A EEO ENEA AA AEE 7 7 1 3 0 P eea T eee een ane een ne ane eee eee E Seen me 7 8 7 3 1 OE CU aaa EE EE EEA 7 8 7 3 8 Add Node Interconnections slide 7 8 Fike o An 7 9 7 4 1 A E crupncteuapasens I 7 9 TA 0 ES AE A rg EE 7 9 PAM Snape COC MAO solida 7 9 A AM O o 7 9 TALA DA o eT 7 10 qe a A O a GOL r e A E A E EE 7 10 TAO AMO A E E 7 10 TAN Piee POSON rot EEE 7 10 2 Ie O A E A EA 7 10 ES E MA E E E E 7 10 Aado F e
125. ches External Program on the computer Dolphin Version 2 4 1011 1 3 7 22 May 2009 E E Si A f t aP Chapter 4 Preferences The Preferences section 1s split up into 5 tabs 4 1 System Preferences This Tab contains the mailing preferences and the Quick Link destinations Preferences Coordinators Documents E Data Centre EA Schedule Centre System Prefs g Network ID Link Explorer fa Processes Mail Link to Outlook Enable Notifiers E Auto Preview TM Doc Group ID Mail Reminders Explorer Bar Groups Start Expanded One Only Expanded Start Up User Process Show Overview Toolbars Sort User Centre By ID Surname Department 4 1 1 Link to Outlook When ticked this enables Dolphin to Email all Users with an email address stored in the User Centre automatically whenever a Document or Process 1s altered 4 1 2 Auto Mail When ticked this sends a message using the internal Mail Centre automatically whenever a Document or Process is altered 4 1 3 Start Expanded When ticked this causes all explorer bars within Dolphin to start up with all the groups expanded i e showing all the items contained within those groups 4 1 4 Only One Expanded When ticked only one explorer bar group is allowed to be expanded at once If a second group 1s expanded then the first one 1s closed 4 1 5 User Process When ticked the User will be taken to a process map within the P
126. chine 1 Risk of Trapped Fingers Risk of Slipping on waste generated by machine If there are previous records of risk assessment for this risk area the ID number and date may be entered Find selected and the records can be viewed A description of the nature of the risk assessment can be entered in the box marked Description Risks Checked Selecting the Risks Checked tab will bring up the following screen Risk Assessment jJ Save and Exit E Risk Report Actions Taken to Eliminate Minimise Fisk Attachments Checks Carried Out Risk Identified Additems 2 Mali Packing area Trip hazard Add ltemz Viewltems 0 View Items Deleteltems 4 Delete Items The risks relevant to the risk assessment may be included within the list by selecting the Add Item button on the Explorer Bar By selecting the checks to be carried out e g packing area a new window will appear as shown below Dolphin Version 2 4 1011 1 5 69 22 May 2009 Risk Areas save and Exit E ChecksCamed Packing area Out Results of There were tip hazards in the packing area because someone had lett packed items ling Check around on the floor This could lead to an accident where someone could fall onto the conveyor Risk identified Trip hazard Likelihood 5 Very likely Severity 2 Minor Injury A summary of the results of the check should be input and any risks identified e g trip hazard The
127. company it may be more appropriate to assign an area of responsibility or authority to an individual rather than a job title This 1s possible via the User Responsibility and Authority Dolphin Version 2 4 1011 1 5 77 22 May 2009 UN qn O we Si EA ic subrecord A similar list to the one shown above will be generated However it will display the names of individuals instead of job titles When the responsibility or authority is added to the user it will automatically add the corresponding training module to that user s required training modules list This ensures that the user may be trained and signed off as competent in this new area of responsibility 5 2 2 6 User Types This Subrecord stores all of the User types or subgroups that are cross departmental The schedules for these various User groups are available in the Schedule Centre and the grouping is added simply by creating the group in this subrecord and allocating personnel to the group in the User Breakdown section Data Centre Actions Options Records Utilities E Group px Preview 23 view Type W Adi S aay Records y ie SubR ecornds User Type Departments Job Titles Auditors User Types MAM Attendees User Breakdown Safety Council Members Training Modules Tea Makers Competency Levels Trainers Supplier Fault Types Customer Complaint Types Cause Codes Required Modules Required Competencies Standards Click on one of the l
128. cords as follows The Risk Assessment Type relates to the activity within the organization that is being assessed Selecting Add will bring up the following pop up Please Enter Risk Assessment Type Seles New The area or activity to be assessed should be added This may include Fire Risk Assessment COSHH Assessment DSE Assessment Manual Handling Assessment Annual Checks or Monthly Checks etc 5 2 2 31 Risk Item Selecting Add will bring up the following window Please Enter Risk Item Name Sele Hew The Risk Items which will form part of the risk assessment should then be listed and may include powered gates fork lift band saw paint storage step ladders lifting strops etc 5 2 2 32 Risk Group An activity or task may be a common occurrence in a particular department or between departments or for a specific job role e g Installation Visiting Clients Budget Management etc Alternatively the risk group may relate to an area within the company e g workshop offices car park factory etc The Risk Groups are defined by selecting Add and entering a Group Name for each group identified Please Select Risk Group Name AE Mew 5 2 2 33 Risk Link Risk Groups and Items may need to be linked to enable a comprehensive risk assessment to be conducted This subrecord enables an organization to collate linked groups and items in preparation for risk assessment e g linking Factory A with for
129. ctor Finish Date I Sep 2005 User Town County Country PostCode Telephone Mobile Email Responsibilities IntTraining Experience Ext Training Engineer Install Engineer CallOut A Engineer Service N Sales Internal Auditor External Auditor Mt Programmer Trainer Process Planning Consultant Calibration Current Page Mo 1 Total Page Mo 1 Zoom Factor Page Width This Report can then be printed or exported as detailed above 9 3 7 3 User List Admin Only The User List Report has no filtering options to select in the right hand panel Administrators can access a report showing a list of all Users currently registered within Dolphin Clicking on the View Report button causes the User List Report to be generated on the screen Dolphin Version 2 4 1011 1 9 18 22 May 2009 Report Viewer SE Eile gt Home y Close B 4 gt 7X Shae MainReport User List User ID Name Andy Galloway Andy Galloway Barry Forsyth Barry Forsyth Darren O Reilly Darren O Reilly Debbie Sutton Debbie Sutton Gill Forsyth Gill Forsyth James Forsyth James Forsyth Lee Usher Lee Usher Mark Walker Mark Walker Mike Ryan Mike Ryan Neil Forsyth Neil Forsyth Paul McDonnell Paul McDonnell Current Page No 1 Total Page No 1 Zoom Factor Page Width This Report can then be printed or exported as detailed above 9 3 8 External Reports 9 3 8 1 View External Report Selecting this report
130. d Improvement Reports can be printed out based on the selection or filtering criteria set up in the right hand panel Dolphin Version 2 4 1011 1 9 8 22 May 2009 Report Generator Sl MEA improvement Detail E Audit Reports Please Select the Filter Criteria Ay Improvement Reports eA Improvement List Improvement Number oy Improvement Detail Lal lt Improvements Overdue c Customer Reports Raised To 4 Supplier Reports AA Mail Reports 4 Department Reports Overdue a User Reports e External Reports 3 Training Reports Status 3 Meeting Reports Awaiting Authorization A A Schedule Reports Rejected A a Equipment Reports Authorized 2 Risk Reports Actioned Awaiting Closure Complete with Addition vigu Memi Incomplete with Addition lazed Raised From Ralzed By Cause Code Once the relevant criteria are selected clicking on the View Report button causes the Report to be generated on the screen Report Viewer File i A Home mi Close 4 4 gt rrbbx3nsza MM ainAieport Improvement Detail Number l Authorized From lntemal Audit 1 Raised By Debbie Sutton Date Raised 25 August 2008 Proposed Completion Date 24 September 2005 Type Correction To Be Authored By Barry Forsyth Action Required Develop a system that ensures NACOSS Certificates are issued within 23 Days of the alarm system being operational This Enhancement Has Been Authorized Authorization Date 03 Septemb
131. d are therefore uncontrolled Preferences E System Prefs P Network ID E Link Explorer Ta Processes Coordinators Documents la Data Centre HA Schedule Centre Printing Show Document Description Alignment Position on Page fot p Oeo Mu C Show Document Filename Show Document Page Numbers Centre v Show Document Revision C Show Document Borders Position on Page denotes how far within the Top or Bottom Margins the text will be placed Dolphin Version 2 4 1011 1 22 May 2009 The Administrator can set up on this Tab how these documents will be printed out The options are to add page number revision filename and or document description into the header or the footer of the document and align it left centre or right These changes will be in addition to the headers and footers created in the page setup area of this document and as such enough room must be left to cater for these Font and Font size can be programmed from this tab The document will also be printed with a marquee at the bottom centre of each page This contains the User Name and date of printing along with the legend UNCONTROLLED WHEN PRINTED Additionally the documents can be printed with a blue border denoting the margins of the pages of the documents being printed Once set by the Administrator these items will appear on all documents printed by the IMS Centre 4 7 Data Centre Clicking on the Data Centre tab al
132. day s date but it can be changed by clicking on the drop down arrow and selecting a date from the pop up calendar The Company Notes 1s a free text field where the Company Representative can add notes of any type about anything to do with the audit These notes can give rise to Actions or Improvements above and beyond what the Auditor noted Audit Trail The second tab is used to note all relevant data about how the audit was conducted what areas were checked people spoken to escorts names times etc Of particular note are any adverse comments that were made not necessarily because they might end up as noncompliances but because all areas of weakness should be checked thoroughly even if eventually there is no case to answer External Audits E File E i ab dd Action b Add Improvement 2 Print fol Save gt lt Exit without Saving f Save and Exit E External Audit Number 1 Main Audit Trail Results Actions Improvements Attachments Audit Trail The auditor concentrated mainly on the workshops and the factroty production area Notes were made of all of his comments as he conducted his audit and they are attached to this audit record In particular the auditor checked the training records of a large selection of personnel who were working on the new assembly line the calibration records for the new assembly line testing area and post production support for the new range of cars being produced Dolphin Versio
133. de Quick Links to groups of documents that are contained within Dolphin The User can set up the Group Headings and attach different documents within each group by using the Edit Document Links button or select Links from the Edit menu option Many buttons in the IMS Centre are programmed as Windows Standard This means that Open Cut Paste etc within the IMS Centre act in exactly the same way as they do in all other Windows programmes The following explanations have been provided for the Dolphin specific functions and features 8 2 1 Using the Explorer Bar When you first enter the IMS Centre the Explorer Bar displays in one of two states fully expanded or fully closed The state is selected within the Preferences section of the Main Page 8 2 1 1 Fully Expanded Explorer Bars To start all Explorer Bars fully expanded select the Start Expanded option in Preferences on the Main Page Once selected this becomes active the next time you log in to Dolphin If the Only One Expanded option is selected also then the first Group on any Explorer Bar is the only group that is expanded at start up Clicking on the expanded group will close it 8 2 1 2 Only One Group Expanded in Explorer Bars To start all Explorer Bars fully closed un tick the Start Expanded option in Preferences on the Main Page Once selected this becomes active the next time you log in to Dolphin If the Only One Exp
134. ditor 2 Manager 1 Mass Training Has Authority C Haz Responsibility Assigned Job Titles lt All Accounts Administrator Accounts Manager Selected Finance Manager HA Manager See Managing Director All gt Assigned Users Al Mr Smith lt Selected Selected gt All gt Close d This facility is normally utilized at Setup Once training has been allocated to Required Modules in the sub records and job titles have been allocated to staff in the User Centre During loading Dolphin checks the outstanding Required Modules for each user This utility allows all of the outstanding Required Modules that are created when a new system is set up to be signed off in one operation 7 Mass Training This form is used to complete mass training records and is most often utilized during initial setup Tick a group of modules set the Competency Level then click Generate to complete those training modules Click Close when finished Modules Y Alex Penny Personnel Induction Y Alex Penny Personnel Induction Y Alex Penny Personnel Induction Y Andy Galloway Documentation Control Y Andy Galloway Personnel Induction 4 Andy Galloway Personnel Induction Andy Galloway Using the Computer System _ Ann Gilbert Equipment Returns C Ann Gilbert Personnel Induction C Ann Gilbert Personnel Induction C Ann Gilbert Personnel Induction Anna Conway Equipment Returns Anna
135. ds Departments Job Titles Uzer Typez User Breakdown Training Modules Competency Levels Trainers Supplier Fault Types Customer Complaint Types Cause Codes Required Modules Required Competencies Standards Group is Preview 5 View Type 7 g Accounts Administrator Administrator Advertsing Executive ENational Accounts manager Engineering Director Installation Engineers Managing Director Office manager P to the managing Director Press Officer Purchasing Administrator Purchasing Manager Receptionist Sales Manager Click on one of the links to the left to see the related data Once the Job Titles have been added highlighting the required job title and right clicking brings up a menu from which Edit Job Responsibilities can be selected This enables the User to create or amend the responsibilities for that Job Title in the Responsibilities and Authorities dialogue box that appears It is also possible to associate required training modules as appropriate Job Title Job Title Authority Responsibility Required Modules Authorities Routine Computer Maintenance Responsibilities o Remove Remove Responsibility Authority Responsibility Authority Routine Computer Maintenance 44 C Add Enter the Responsibility Motes of the above job title in the bos below The responsibilities of the IT Manager are 1 To manage the IT infrastructure 2 To coordinate routine s
136. dule rovider Module Contract Review Ww Provider e Training D ate OF October 2004 SY Add a date for the training to take place and click on the Add button in the right hand panel to create the Training Record for this subject You will be asked DolphinNet re vou Sure Dolphin Version 2 4 1011 1 5 48 22 May 2009 ar Soft To cancel this training request click on No To create it click on Yes Training Evaluation and Appraisal i File Exit without Saving gf Save and Exit E Evaluation Number 4 Employee sName Andy Galloway ManagersName And Galloway Employee s Posi on Dat oa All Training Company Requirements Employee Interview Notes Training Arising from This Evaluation Module Provider Module Contract Review E ally Jones 07 October 2004 Je Contract Review e Provider Sally Jones Training D ate OF October 2004 TS This will be notified to the Trainer and the Trainee via internal email Regardless of whether there was any additional training specified the Employee must add his Dolphin Password to the Employee Authorization box to signify that the evaluation and appraisal that was carried out 1s accurately reflected in this record The final stage that will lock off this record is for the Manager to add his Dolphin Password to the Manager Authorization box This record is now locked and cannot be amended Dolphin Version 2 4 1011 1 5 49 22 May 2
137. e This option allows an Administrator to change the title of the process 7 6 2 8 Reset Selectable This option allows the User to change all nodes and links that were previously made un selectable into selectable items Items are made non selectable on the Flags Tab of the Node Properties dialogue box 7 6 2 9 Set Default This stores certain properties on the currently selected Node or Link to the default values these properties are defined in the Properties section This operation causes these default values to be written to this Process Diagram without affecting the global defaults as specified on the Processes Tab in the Preferences Section Different Process Diagrams can have different settings for their default node settings and their default link settings Dolphin Version 2 4 1011 1 7 22 22 May 2009 7 6 3 View Menu This menu holds the viewing options for the process these are described below view Format Help Properties oe Revision History Revision Documents zoom 123 Custom t Process Tree Properties 7 6 3 1 Properties This option allows the User to gain access to all the properties available to the process When selected a section will open on the left hand side of the screen with a whole array of options Only experienced Process Mappers should access these Property settings This image shows the detail contained just in one sub sub section of the Properties settings BY EHA mE
138. e This can be changed at a later stage should you so wish 7 4 1 2 Shape Orientation The Node can be rotated through 90 degrees 180 degrees or 270 degrees The default option is zero degrees This does not change the orientation of the text in the shape and some shapes have rotational symmetry of 90 degrees or 180 degrees and so no change will be detected in their orientation if one of these rotations 1s selected Also not all shapes can be rotated as this would alter their generally accepted shape 7 4 1 3 Dash Style This gives the option of having the outline of the Node picked out in a solid line or choose from dotted dashed dashed and dotted etc Dolphin Version 2 4 1011 1 7 9 22 May 2009 7 4 1 4 Pen Width This option defines the thickness of the shape outline Give the shape outline a thickness of zero to show floating text The remaining attributes can still be added but there will be no border to the shape 7 4 1 5 Alignment Select the alignment of the text within the shape Select from the nine standard options made up from top middle and bottom left right and centre 7 4 1 6 Auto Size This option allows you to shrink or expand the text or picture inserted in the shape to the size of the shape or to expand or shrink the size of the shape to the size of the text or picture None means that the text or picture will retain its own size and so will the shape Any adjustments will need to be done manually 7
139. e 7 16 IA TOO a genase sa SOI a dessa E 7 16 Tae A A A 7 16 le DEW COLO ron a 7 17 AAA A o Centre reer ener rene TT errr Tce 7 17 7 5 4 E L o E ET AEE I E AA NE AEE EOE EA EET 7 17 Pedale Ao E E E A E A ES 7 17 A O O o E EE 7 17 POA EID eiii 7 17 ee NO IG A arenes ses sewed A e DUO IIA 7 17 LA Ormoconal Dyha lola 7 17 OO TVS OCA Esas encinas tenian ates 7 18 A O AAA a O II 7 18 SR PP e FE o O anes Sha se tad EE ieee 7 18 134 9 e Ue 7 18 E AAA Ue o A nr ener ner er re ener tre rer 7 18 DNAs o e E te tise chon odeeuniancdon E 7 18 Te WER A iia 7 19 7 6 1 A ane en a ener en EE AIE een ener eran eee ere ee rete esr 7 19 A nn E E E 7 19 L O E S E A E 7 19 LA O opere 7 19 A A e o UE A 7 19 AS A E o EN AI au taene sles asaienaneanclidetae 7 19 A e o eee eee ener 7 19 A O A A A iO co teuansaats see 7 19 A A A e Ae 7 20 A PI 7 21 DAMN MNOS cece oct pecs nrc au aes E eee 7 21 10 2 A EE AOAIE E OA A ENE E AES 7 21 Oz do UO E E E A E E err eer 7 21 TOL E E E S 7 21 TL CO E tee esoantinssia eae onsensveg bees eesseanineseiasecrsisesy 7 21 Li ASU a 7 21 Dolphin Version 2 4 1011 1 1 8 22 May 2009 AS A PPP A va Con HS 7 22 10 20 Change dtl MOE o1cct5s0ivesanepahescohosseasaradanctaseivecunepbtesceboaeaseraascetiaaietacoeeinexeaes 7 22 TO Chana FON Maroc 7 22 LOZ S LA 1 22 EA D ee a E E E AAEE E cee 7 22 TAi VIEW e E E N 7 23 Jele o 7 23 Upa REVISION USO enseres reel 7 24 T603 Revision IOC WIC IG arroces 7 24 UO
140. e and will appear on the list of training modules that are overdue to be renewed Therefore it is suggested that the renewal date is set for a period of time earlier than the actual renewal date 1 e if the Utility is checked every month and the training takes a month to organize set the renewal date for two months before the actual expiry date of the current training This utility is accessed from the Utilities Menu Manage Training Passed Renewal Date and produces the following utility screen Manage Training BEE Items beyond their Renewal Date Module Date of Training 20 November 2005 e To create a Training Record from this utility select the renewable training module from the list and add a Trainer from the drop down list and select a date that the training will take place on Clicking on the Add One button creates a single Training Record and entries are added to the Schedule Centre for the Trainer and the Trainee for the specified date Multiple Training Records can be selected in one go by selecting the renewable training module from the list and add a Trainer from the drop down list and select a date that the training will take place on then click on the Create Course button Training Records will be created not only for the specified person but also all other personnel that require training on the highlighted training module will be added to the Training Records one record for each person All renewable trai
141. e that when you stretch an OrthogonalDynamic link its LineStyle property value may change 7 5 4 6 Oriented Text This option determines whether its text can be drawn in the same direction as the link itself 7 5 4 7 Owner Draw This option determines whether you want to provide custom drawing for this item Not Supported in Dolphin 7 5 4 8 Rigid Determines whether a Link object is rigid or not If a link is rigid it follows without being stretched its origin node when this origin node is being dragged A consequence of this rigid behavior is that the destination node follows the origin If all nodes are linked each other with rigid links then all the nodes move if the User drags one node If it is not rigid it does not move when its origin node is moved Only its first point follows the node Notes This property allows the User to define a kind of ownership between 2 nodes If there is a rigid link from node A to node B then if the User drags A B follows it We may say that A owns B When an owner node is moved all its owned nodes are also moved This happens only when the User moves the node interactively with the mouse dragging You may use this property in a recursive way an owned node may be itself owner of other nodes You may also use this property to group several nodes If there is a rigid link between node A and node B and a rigid link between node B and node A then nodes A and B are grouped A follows B and B
142. ecord where the employee feels that his her training 1s lacking or areas of concern that they have Training Evaluation and Appraisal lt Exit without Saving gf Save and Exit Evaluation Number 4 Employee sName Sees eee v ManagersName Andy Galloway All Training Company Requirements Employee Interview Hotes Training Arising from This Evaluation This le a list of the things that were discussed with the employee including the employee s feedback In particular it is important to record where the employee feels that his her training ts lacking or areas of concern that they have Training Arising from This Evaluation Tab In this tab is the opportunity to identify further training requirements for this employee Select any additional training that 1s required from the right hand panel select the training in the Module drop down box Dolphin Version 2 4 1011 1 5 47 22 May 2009 Training Evaluation and Appraisal E Exit without Saving gf Save and Exit Evaluation Number 4 Employee s Name Andy Galloway w ManagersName Andy Galloway All Training Company Requirements Employee Interview Notes Training Arising from This Evaluation Module Provider Skill Calibration Control of ID Cards A MANNANNA _ Evaluation Number 4 Employee sName Andy Galloway ManagersName Andy Galloway All Training Company Requirements Employee Interview Notes Training Arising from This Evaluation Modul Provid o
143. ecting a group of nodes the User can horizontally align all the top edges of the Target Nodes black handles with the top edge of the Reference Node white handles 7 6 4 5 Align Middle Upon selecting a group of nodes the User can horizontally align all the middles of the Target Nodes black handles with the middles of the Reference Node white handles 7 6 4 6 Align Bottom Upon selecting a group of nodes the User can horizontally align all the bottom edges of the Target Nodes black handles with the bottom edge of the Reference Node white handles Dolphin Version 2 4 1011 1 7 26 22 May 2009 7 6 4 7 Space H Upon selecting a group of nodes this option evenly spaces the nodes horizontally taking the leftmost node as the Reference Node The User is asked the number of pixels between each node The default for this is 10 pixels The spacing must be greater than 1 pixel 7 6 4 8 Space V Upon selecting a group of nodes this option evenly spaces the nodes vertically taking the top node as the Reference Node The User 1s asked the number of pixels between each node The default for this is 10 pixels The spacing must be greater than 1 pixel 7 6 4 9 Size Width All Target Nodes black handles are resized in width to that of the Reference Node white handles 7 6 4 10 Size Height All Target Nodes black handles are resized in height to that of the Reference Node white handles 7 6 4 11 Nudge Left Upon selecti
144. ed from box You can also enter a more information into the Reason field For example Internal Audit 27 Documentation Control or Calibration of Meter ABC123 on 27 05 2004 or Training Needs Analysis of Joe Bloggs on 25 05 2004 The information in this box can be overwritten initially The Go To button takes you back to the originating record whilst leaving this Action or Improvement Report open This allows the originator to make reference to the original problem as he she is composing the Action or Improvement Report and to toggle back and forth between the two The date of the creation of the Action or Improvement Report is automatically entered in the Date Raised box It is not possible to change this information The name of the person logged in to Dolphin at that time is entered into the Raised by box It is not possible to change this information The originator completes the Action required box If this is an Action the Originator must also decide whether this is a Correction Corrective Action or Preventive Action Later report Dolphin Version 2 4 1011 1 5 23 22 May 2009 A Sa ft E functions rely on this selection being made diligently For a Definition of these terms see tab 3 of the Actions or Improvements The originator then identifies the date that he feels would be an acceptable completion date and enters it in to the Proposed Complet
145. ed and qualified members of staff he has overall responsibility for the following Forms Overall running of the company Overseeing the setting and progress of company objectives Duties of the Management Representative Click on MR Health and Safety at Work Marketing Strategy Help Files Training Modules Sales and Surveying Contract Review Production of Quotations and Specifications Monitoring of Customer Satisfaction Training of all staff Evaluation of Suppliers and Subcontractors Purchasing Overseeing Calibration Monitoring effectiveness of Installation Commissioning and Hand Over 8 1 1 IMS Centre Overview of Capabilities 8 1 1 1 Common Word Processing Features Feature Feature Description Bullets and Bullets and numbered lists can be inserted incremented and numbered using Numbered Lists the built in dialog box Character and Rich character and paragraph formatting is standard in all editions All Paragraph Formatting formatting options expected from a word processor are available Clipboard Operations All clipboard operations are built in ASCII and RTF are used for maximum interoperability Find and Replace Find and replace functions are available from built in dialog boxes and programmatically so that it can be used without end user interaction Headers and Footers Accessible from a built in dialog box headers and footers can be created loaded from and saved to MS Word or RTF fil
146. ed and stared ob was to be e mailed to the customer The e mails were checked however the specification muailed to the customer contained no price change and no change from dual technology detectors to PIRs as per the hand amended notes Therefore it is unclear what has been installed and Whal the curente vertici of the spegilin is This needs lir he clarifi il bi the customer ane the correct specification printed and left in the Customer file E Neil Forswth 437 si Current Fage No 1 Total Page Ma 1 Zoom Factor Page Width Dolphin Version 2 4 1011 1 9 10 22 May 2009 9 3 3 Customer Reports 9 3 3 1 Customer List The Customer List Report has no filtering options to select in the right hand panel Clicking on the View Report button causes the Customer List Report to be generated on the screen 9 3 3 2 Customer Detail The Customer Detail Reports can be printed out based on the selection or filtering criteria set up in the right hand panel Report Generator File 3 sl Close E _ Report Explorer JE customer Detail E ea Reports H dA Audit Reports Please Select the Criteria ey Improvement Reporte Fy Customer Reports Customer Code E a Customer List A Customer Detail AA Customer Care List e a Customer Care Detail Hy Supplier Reports ee Mail Reports gt Department Reports User Reports 44 External Reports iy Training Reports A Meeting Reports s
147. ed up on the Purchasing Department would be incomplete the Purchasing Manager would not be able to access the User Centre for personnel assigned o the Procurement Department etc Therefore many items used in the Records are actually drop down lists of confined to certain parameters However these options need to be flexible to account for change within the company 1 e a Departmental restructuring Therefore they are available for editing within the Subrecords area They can only accessed by someone with Administrator privileges When it is necessary to change a subrecord e g job title the Administrator should select the subrecord name and right click A pop up menu appears with the option to Edit that subrecord The subrecords with this Edit function are as follows Departments Job Titles User Types User Breakdown Training Modules Required Modules Competency Levels Required Competencies Trainers Supplier Fault types Supplier Approval Grades Customer Complaint Types Cause Codes Standards Equipment Types Type of Check Check Frequencies Check Groups Audit Trail Results Meeting Types Meeting Tabs If an Administrator wishes to delete a subrecord they must confirm that they wish to proceed with the action The functionality of the Toolbar is as described at the start of the Data centre Note the differences when Adding Items between Records and Subrecords When the Add button is selected to enter
148. elcome to Dolphin Intelligent Software This software needs to be activated on this computer before its first use Please telephone Dolphin Support on 0870 445 1234 for an unlock code You will need to quote the following information followed by the dongle serial number and the local name of that computer Enter the unlock code that you are given in the prescribed format and click on the Done button 13 2 5 Installing Event Checker onto Dolphin Dolphin Version 2 4 1011 1 13 3 Event Checker will monitor the Dolphin system for you whether or not Dolphin is running on your PC identifying events which require either your attention or involvement and then flag them up for you as a reminder at both 7 days and 1 day prior to the event taking place Copy the latest DEC zip file on to your network where you store your Quality System Dolphin Right click on the DEC zip file and click on Extract files i Open Explore w Y Extract files F B Extract Here 2 Extract to DEC1005 Final HI NOD32 antivirus system Open With here dnd Cherington palta ell be crested if does not coat CP Fei npn Eos poste mds E Extract rel peplace Mes Co Beta aed yidan bles 2 Ereth imatra les ord e tuck adoos rada D Dees maths pror Slip sur Me D Rerama miea Moca Keep proc Alea Replace the exiting Dolphin Event Check DEC in the C Program Files Dolphin Software 22 May 2009 5 Rig
149. ement Training Required Module Training Report Training Results Attachments Course Type Intemal External All Taine Training Module v Version Location ie Date Trained 10 April 2007 v Check Availabilty Renew O Once the training has been selected it is necessary to specify either location or trainer using the drop down box This can be populated with the details of the training organization or the Trainer s Name etc If the training is recorded as being renewable training 1 e to be repeated every 2 years there should be a tick in the Renew box The Check Availability button allows the Manager or Administrator to check the Trainee s availability to attend the course Notes are made about the training why we are doing it what we hope to achieve by it etc Anything that can provide evidence that the training was diligently given should be recorded To obtain a list of Renewable Training that is outside the renewal period select the Manage 99 66 Training Passed Renewal Date option from the Utilities menu in the Data Centre Module Tab Training Records Save and Exit E Closed Training Required i Module Training Report Training Results Attachments TRAINING MODULE FOR SECURITY SCREENING Application for Employment 1 1 All potential employees are required to fill out and sign an Application for Employ
150. enerated on the screen Action amp Improvement List Number From Date Raised Raised By Stage Action Required 1 Internal Audit 1 22 May 2006 Internal Awaiting Authorization Re register all the recently issued ID Card on the New Form ID Card Register Internal Audit 1 22 May 2006 Internal Awaiting Authorization Complete Progress Check List for File 5449 ABC Internal Audit 1 22 May 2006 Internal Awaiting Authorization Complete System Performance check and battery calculation for File 5706 IAS 4 Internal Audit 1 22 May 2006 Awaiting Authorization Issue NSI Certificate for Files 5449ABC 5706 CCTV and 5744 IAS Internal Audit 2 22 May 2006 Internal Awaiting Authorization Using WinMIZS system to record call out rather than Microsoft Outlook and all the relevant personnel should be provided training on that Internal Audit 2 22 May 2006 Internal Commencement Engineers need to be ensured that the time on sit and time off site will be recorded on the docet every time when they get call out 02 June 2006 Manager 2 Awaiting Authorization In Procedure 01 clause 4 2 need to clearly define that all the data back up disks or tapes need to be kept in a seure cabinet i e Fire resistant cabinet Internal Audit 3 02 June 2006 Manager 2 Awaiting Authorization To check external document register and purchase or order any new standards and policies which should be kept within the company 9 3 2 2 Improvement Detail The Detaile
151. entre ES System Prefs gy Network ID 2 Link Explorer fa Processes Link Groupa CD Company Details DC Data Centre IMS IMS Centre MC Mail Centre PC Process Centre RC Report Centre SC Schedule Centre 2 DC Audits 3 DCYImprovements 7 RO Report Centre SCY Schedule Centre Changes Take Place on Restart In the Link Explorer items can be added and grouped however the User wishes The same file can appear in more than one group Any changes made only become effective after restarting Dolphin 4 3 1 To add a Group Click on the Add button in the Link Groups area You will be prompted to insert the ID of the Group This can be any unique identifier such as L1 for Level 1 G2 for Group 2 JD for Job Descriptions etc DolphinHet Enter the ID Cancel pr AAAK After inserting the ID press OK to take you to the next screen Insert a brief description This is the text that will appear as a Group Heading on the Explorer Bar Dolphin Version 2 4 1011 1 4 3 22 May 2009 DolphinNet Enter the Description Cancel lJ ob Descriptions Then press OK and your new Group will be added to the list of Groups in the Link Explorer Preferences Coordinators Documents E Data Centre EA Schedule Centre System Prefs gt Network ID 2 Link Explorer l a Processes Link Groups CD Company Details DC Data Centre IMS IMS Cent
152. equipment type as below Please Enter Equipment Details Serial No Description Equipment Type Once the Administrator clicks ok the following window appears E Asset Register E Ea File Frint l bed Save X Exit Without Saving Y save and Exit Serial Number E j Equipment Type Description Acquisition Checks Hire Dut Repairs Disposal Attachments Purchase Purchase Date LI Life Expectancy Supplier Dell Notes Equipment D etak Location The Administrator should add the relevant purchase information in the Acquisition section e g purchase order number It is important to assign the location and owner of the equipment Dolphin Version 2 4 1011 1 5 63 22 May 2009 Checks Once this data has been input the checks tab is selected Details relating to the types and frequency of checks will be displayed here The checks required for an equipment type are set up via the subrecords section By double clicking on each check it will bring up a new window as shown below Equipment Test Report Seral Ho Test Date 1 September 2007 vw Test Type Tape Clean Results Attachments Results Complete Click to mark test az Complete If the check actually occurred on a different date to the one scheduled the date can be altered by selecting the drop down arrow and then choosing the correct calendar date The results of the check should
153. equired Competencies Commissioning Mot Cared ot Correct Standards Company Infrastructure Inadequate Continual Improvement Opportunity Missed Click on one of the links to the left to see the related data If a cause code is modified renamed via the Edit facility then the Customer Care Record is automatically updated to maintain data integrity Also the associated Action Improvement is updated as well 5 2 2 17 Required Modules by Job Title These Subrecords form part of the Training System set up Training requirements are set against Job Descriptions When a person joins the company and is given that Job Title Dolphin automatically assigns these Training Requirements to that new member of staff This information is listed on the Training Tab in the User Centre Dolphin will automatically check the required modules on entry to prevent duplication When a Required Module is allocated to a Job Title it is also automatically added to all Users with that Job Title Therefore when a new training requirement is introduced for a specific role Dolphin will identify all staff who need to be trained in the new module Those requiring training will be identified via the Utilities function and Missing Required Modules Dolphin Version 2 4 1011 1 5 85 22 May 2009 Data Centre a Actions Options Records Ultiss Group Ex Preview pf view Type 7 FE oo View IX Delete i gt Home cs Print yf Close Required Modules SubRecords i
154. er 2005 Proposed Action Date 24 September 2005 Authorized By Barry Forsyth To Be Actioned By Neil Forsyth Current Page Mo 1 Total Page Mo 11 Zoom Factor Page Width This Improvement Report is available from the Report Centre and also by clicking on the Print option in the specific Action or Improvement 9 3 2 3 Improvements Overdue The Improvements Overdue Reports has no filtering options to select in the right hand panel Dolphin Version 2 4 1011 1 9 9 22 May 2009 Report Generator File vf Close Report Explorer liga Reports E Audit Reports e Audit List Improvements Overdue Fy Improvement Reports 3 Improvement List ca Improvement Detail E Improvements Overdue Sy Customer Reports 4 Mail Reports 4 Department Reports 4 User Reports 4 External Reports ay Training Reports 4 Meeting Reports s artos Clicking on the View Report button causes the Report to be generated on the screen Report Viewer File Home mi Close E x SAMATA MainFeport Improvements Overdue Number Actionee Davs Overdue Neil Forsyth ay Develop a system that ensures NACOS5 Cenificates are issued within 23 Days of the alarm system being operational 2 Neil Forsyth av Determine whether the Installation Progress Check list adds any value to the process and amend the way you process customer files accordingly Le IF there is no value in using the form dispense with i
155. ersion 2 4 1011 1 7 8 22 May 2009 Once you have positioned the original midpoint Positioning Handle where you want it you can then do the same with the new Positioning Handles As you drag each handle more Positioning Handles are added allowing you infinite control over the size shape and route of the Connector The Connector takes the straightest route from the final Positioning Handle to the Connection Handle in the centre of the Node stopping at the Node boundary Whenever four or more Positioning Handles appear in a straight line some are considered to be redundant and Dolphin does away with all except the Positioning Handles at each corner and the one at the midpoint 7 4 Node Properties 7 4 1 Styles Tab Right clicking on a Node brings up the Node Properties dialogue box Below is displayed the Styles tab of the node properties dialog box Each option is then described Node properties Styles Colors Flags Text Font and Image Shape Style Shape Onentation RoundRect r so_O T DashStyle Penwidth Solid 1 Alignment AutoSize CenterMIDDLE None PicturePosition Shadow RelativeT aT ext RightEottom Textidarginz Trimming OR None io Gradient Mode BackwardD agonal 7 4 1 1 Shape Style From the drop down menu you can change the shape of the Node You have access to many different shapes Select whichever shape you have predefined in your Formatting schem
156. ervicing and maintenance of the IT system 3 To train and penodically review the performance of IT Administrators Dolphin Version 2 4 1011 1 5 76 22 May 2009 Entering data in this dialogue box makes it available in the User Centre When an employee has been allocated a Job Title the Responsibilities field 1s automatically populated with this data Once entered this data can be amended by hand If changes to the Responsibilities for a given Job Title are permanent and affect all personnel with that Job Title the Subrecord should be changed by an Administrator Dolphin will automatically update the User s job title so that each user 1s linked to the correct job title It will also automatically update the Required Modules subrecords so that the links to the required modules are unchanged for each user However past Evaluation amp Appraisal records are unchanged because these are historical records When a User highlights a Job Title and clicks View or double clicks the Job Title a Job Title Dialogue Box appears It is then possible to alter the Job Title recorded 5 2 2 4 Job Title Responsibility and Authority Following the addition of areas of responsibility and or authority to the subrecords it is possible to associate these areas with job titles A job title may have more than one area of responsibility This is shown in Dolphin via a symbol which indicates more than one area of authority or re
157. es Hypertext Links Hyperlinks can be defined within a Dolphin IMS Centre document loaded from and saved to HTML files Dolphin Version 2 4 1011 1 8 1 22 May 2009 Feature Feature Description Images Images can be positioned as characters or given a specific page position Text flow around images can be set directly or from program code Images are scalable Loading from and Read from and write to databases independent of the type of database or saving to databases _ interface using all formats supported by the Dolphin IMS Centre Multi Level Undo There are multiple levels of undo and redo within Dolphin IMS Centre Redo Documents providing an easy path to correct mistakes Page and Document Page settings define the on screen display of a document Document settings Settings include page size orientation margins etc Printing and Print Printing and print preview are available complete with graphics tables Preview page numbers headers and footers etc Spell Checking Dolphin spell checker provides 3 spelling components a dialog based checker control an as you type check control and a core spell checker Spell checking functionality is exactly as in Microsoft Word Stylesheet Formatting All documents formatting can be stored in stylesheets Stylesheets can be defined using the built in dialog boxes or from program code Tables Tables can be inserted into documents Cell contents can contain virtually any kind of
158. es or encompasses Described rectangle defining the capture area This will result in all these Nodes being added to the selection with the first one in the selection as the Reference Node Other Nodes can be added to the selection using the Individual Selection method described below Similarly selected Nodes can be removed from the selection To select a different Reference Node deselect and then reselect the Reference Node Do this until the correct Node is shown as the Reference Node Individual Selection Individual Nodes and Links can be added to or removed from a selection of Nodes or Links by holding down the Control key on your keyboard and clicking the Node or Link to add to or remove Dolphin Version 2 4 1011 1 7 35 22 May 2009 from the selection To add all the Nodes in an area to a selection hold the Control key on your keyboard and drag a rectangle to cover the area over the Nodes See Select an Area above Where the selected actions make reference to a reference Node or Link the reference 1s the Node or Link with the white handles the target Nodes or Links are those with black handles 7 8 9 Add Node Tag This option is only in version 2 2 0 9 to maintain backwards compatibility with earlier versions of Dolphin All functionality under this option is available under the Add Link option 7 8 10 Del Selecting a node and then choosing the delete button will allow the user to delete t
159. etailed above Dolphin Version 2 4 1011 1 9 24 22 May 2009 9 3 11 Schedule Reports 9 3 12 Equipment Reports 9 3 13 Risk Reports 9 3 13 1 Risk List There are no filtering options available for this report Selecting the View Report button on the right hand pane will result in the following style of report Risk List KEY Degree of Risk is in stages To find the degree multiply the likelihood by the severity and cross reference the result on the table below Description Low Medium High Risk Likelihood Severity Packing area 5 Very likely 2 Minor Injury The report will display a list of those risks identified within the organization 9 3 13 2 Risk Assessment Detail There are no filtering options available for this report Selecting the View Report button on the right hand pane will result in the following style of report Assessment Detail ID Description Assessor Administrator Manager Manager 2 07 June 2007 Type Annual Check Group Factory Conveyot belt Previous Assessment ID Results Risks Packing area Likelihood 5 Very likely Severity 2 Minor Injury Risk Identified Trip hazard Description There were trip hazards in the packing area because someone had left packed items lying around on the floor This could lead to an accident where someone could fall onto the conveyor Sign Off Assessor Signed No Manager Signed No Complete No Dolphin Version 2 4 1011 1 9 25 22 May 2009
160. etency Levels a Traj Installation uae Management Team Supplier Fault Types Purchasing Customer Complaint Types Quality Cause Codes Sales and Marketing Required Modules Servicing Required Competencies stores Standards Click on one of the links to the left to see the related data This Subrecord stores the names of all the departments in the company Each Department should have a Manager assigned to it in the User Centre When details are amended via the Edit function the department registered for each user is automatically updated in the User Centre It will also automatically update the Departmental responsibilities so that a Manager does not lose access to their department s records However it will not alter Internal Audit Records because these are historical records 5 2 2 2 Responsibility and Authority Area This subrecord stores the names and a description of areas of specific responsibility or authority within a company It is possible to associate a training module with the specific responsibility or authority area as appropriate A training module is selected from the drop down box shown in the image below Please Enter Responsibility Authority Mame Description Module Dolphin Version 2 4 1011 1 5 75 22 May 2009 5 2 2 3 Job Titles This Subrecord stores the names of all the Job Titles that can be quantified within a company i Data Centre Actions Options Records Utilities Recor
161. f j Job Title gt Module Departments PO Job Titles l Job Title Engineering ieee User Types cherie ese User Breakdown Training Modules Competency Levels Trainers Job Title Press Officer Fress Officer Supplier Fault Types Customer Complaint Types Cause Codes Required Modules Required Competencies Standards Click on one of the links to the left to see the related data 5 2 2 18 Required modules by User These subrecords form part of the training system As stated above when a person joins the company and is given that Job Title Dolphin automatically assigns these Training Requirements to that new member of staff This information is listed on the Training Tab in the User Centre Dolphin will automatically check the required modules on entry to prevent duplication However if a user requires additional modules that are not required by the standard job description these may be added to an individual user This will appear as shown below Ez Data Centre E Actions Options Records es Show All Fields a Home 3 Print mi Close Records 2 mM Required Modules by User Internal Audit External Audit a Module Actions Improvements al User Administrator 1 Customers een Aulhorserd Customer Care E a User Authorizer lisa Emplo
162. f further training is required or weaknesses were discovered it is important to note them here Training Records XX Exit without Saving gf Save and Exit B Commencement Training Required Module Training Report Training Results Attachments Trainer or Manager to test the trainee s understanding of the information Note what was discussed _ confirm that this course was undertaken by the trainee and that the above report is true and accurate confirm that have undertaken and fully understand the training and that the above report is true and O accurate Each of the individuals listed below is required to type their password to close off this stage Waiting Waiting Regardless of whether there was any additional training specified the Employee must tick both boxes to state that the training was given and that he or she has clearly understood this training Once both boxes are ticked the Employee can then add his her Dolphin Password to the Employee box to evidence these statements The final stage that will lock off this record is for the Trainer to add his Dolphin Password to the Trainer box This record is now locked and cannot be amended The competency level of this employee for this task is automatically changed to Trained Training Result Tab After a period of time depending on the task that has been trained the frequency of use the criticality of this task to the company operation etc
163. form Pressing the Authorize button causes five things to happen Firstly it locks all of the existing information Secondly it sends an email asking the person identified in the To be actioned by box the Actionee to carry out the specified Action Improvement Thirdly it updates the Scheduler to show the amended Proposed Completion Date if applicable Fourthly the Stage of the Action Improvement is updated to show Authorized Awaiting Action in the top right of the form Finally it brings up a new window as shown below DolphinNet Enter if required any instruction to the actionee Cancel o Dolphin Version 2 4 1011 1 5 26 22 May 2009 The Authorizer can add any further instructions for the person who will be actioning the proposed improvement This may be important if the reason and description for the action are brief and the task is complex When the Authorizer clicks ok a prompt appears to advise the Authorizer that the appointment has been created DolphinNet Appointment Created User Manager 1 Date 22 May 2009 Reminder 23 Sep 2009 The Authorizer should then select save and exit to close the record A message prompt will appear to confirm that the data is saved DolphinNet Actions Tab Improvement 14 File cs Print ll Save gt lt Exit without saving mi Save and Exit ey ee E Improvement Number J Awaiting Authorization Initial Authorization Acti
164. functions within Dolphin will not work properly unless training Module filenames begin with the two letter designator specified here 4 1 11 Sort User Centre by When accessing the User Centre from the Dolphin Main Page the list of Users is presented on the screen as a Section of the full list and you must scroll up or down to find the User whose details you want to access This Preference allows you to list the Users by Company ID Employee Number Alphabetically by Surname or Alphabetically by Departmental grouping 4 2 Network ID This tab contains the data relating to network dongles Preferences Coordinators Documents E Data Centre EA Schedule Centre System Prefs Network ID Link Explorer Tch Processes Network Dongle v Server ID 192 168 16 1 Dolphin Version 2 4 1011 1 4 2 22 May 2009 i JAN Pa f t 4 E The Network Dongle box is ticked if this option is used and the Machine name containing the dongle is entered into the Server ID field For network support see your reseller for full installation details For a stand alone system the IP Address should be 127 0 0 1 the address of a local machine A Static IP Address can also be used 4 3 Link Explorer This tab contains the grouping and item links for the Overview Explorer Bar See the Explorer Bar section for the items that can be added Preferences Coordinators Documenta E Data Centre PTEI Schedule C
165. g Systems Commencement Company Requirements Tab Click on the Company Requirements Tab brings up a free text box wherein we make notes about what the company requires from this employee This can be prepared before the actual interview It is important that this requirement is in line with why the employee was employed in the first place It is acceptable to expect the requirements to change and grow as personnel become more competent and also as processes change due to technology better equipment company restructuring etc Training Evaluation and Appraisal Exit without Saving gf Save and Ext Evaluation Number 4 Employee sName Andy Galloway v ManagersName Andy Galloway All Traning Company Requirements Employee Interview Motes Training 4nsing from This Evaluation Thiz 13 a free text bos wherein we make notes about what the company requires from this employee This can be prepared before the actual interview Itis important that this requirement i in line with why the employee was employed in the first place lt is acceptable to espect the requirements to change and grow as personnel become more competent and also as processes change due to technology better equipment company restructuring etc Dolphin Version 2 4 1011 1 5 46 22 May 2009 Employee Interview Notes Tab This 1s a list of the things that were discussed with the employee including the employee s feedback In particular 1t 1s important to r
166. ge 400 30050 00 150 LOU PS oie 5 Customize Customize Clicking on the Customize option opens a dialogue box where the user can specify a zoom ratio to apply to the Report Viewer Zooming Please specify the zooming factor 25 400 Cancel Dolphin Version 2 4 1011 1 9 5 22 May 2009 9 3 Available Reports 9 3 1 Audit Reports 9 3 1 1 Audit List The List of Audits can be printed out based on the selection or filtering criteria set up in the right hand panel Report Generator Report Explorer Reports It Reports Audit List Audit Detail Aa Improvement Reports i Customer Reports 4 Supplier Reports 4 Mail Reports cA Department Reports a User Reports External Reports Training Reports cA Meeting Reports s Cenna Please Select the Filter Criteria Once the relevant criteria are selected clicking on the View Report button causes the Report to be generated on the screen Report Viewer i File i gt Home yf Close E 44q gt whhx amp AATA MainReport Audit Area PR Processes Installation PR Processes Sales Internal Audit List Audit of Installation Process by reference to customer files Audit of Installation Process by reference to customer files ajaj Complete No No Current Page No 1 Dolphin Version 2 4 1011 1 Zoom Factor Page Width 22 May 2009 9 3 1 2 Audit De
167. have the correct access rights All areas of this screen are infinitely customizable to suit all customer needs The Explorer Bar on the left can be taken off the screen or a link can be placed to internal or external areas of the program The main panel is actually a Process Map created using the Dolphin Process Mapping programme so functionality such as buttons videos audio images etc can easily be added to the Main Page It can also include company logos or specific processes and this area also can provide links to any area The toolbars can also be removed so the process area fills the screen on start up This 1s the screen that Users will have automatically loaded as the default Company Page 1f they do not have a User Process assigned to them in System Preferences Using the toolbars the Explorer Bar and any functionality on the Main Page you can access all the applications and documents within your company from this screen Dolphin Version 2 4 1011 1 3 1 22 May 2009 3 1 Menu Bar There are many options in the Menu Bar all of which are explained below 3 1 1 Contents Menu The Contents Menu toolbar is shown below Contents E Report Centre Schedule Centre 3 User Centre af out The Contents Menu and Toolbar will allow the user to view directly or add to Internal Audits External Audits Action Improvements Customers Customer Care Suppliers Training Evaluations Meetings Users Eq
168. he Edit Menu Paste option 7 7 12 MAN Change Font Pressing this button opens the Font amendment dialogue box This option allows the font face size attributes and colour of all selected Nodes or Links to be changed at the same time Dolphin Version 2 4 1011 1 7 29 22 May 2009 Font style Microsoft Sans Ser Regular Microsoft Sans Serf E Mistral O Modem No 20 O Monotype Corsiva Tr Monotype Sorts moontont F Mr Big SF Effects Strikeout Underline Script Westen Clicking on the OK button gives a confirmation that the font on the selected Nodes and Links has been changed to the font selected in the Font dialogue box DolphinNet A Fonts Changed 7 7 13 Change Edit Mode Pressing this button is the same as accessing the Edit Menu Change Edit Mode option 7 7 14 Change Form Name Pressing this button is the same as accessing the Edit Menu Change Form Name option DolphinNet Enter the new Process Description e q OP205 Internal Audits Cancel This is a description of a new Process Map Clicking on the OK button saves the new description to the description area of the Status Bar This is the title that will print at the top of the page if you were to print out a Process Diagram Dolphin Version 2 4 1011 1 7 30 22 May 2009 Revision 1 Athy 7 7 15 a Reset Selectable Pressing this button 1s the same as accessing the Edit Menu Reset Selectable optio
169. he Mail and the system date and time is entered as the Mail date and time The Mail can be deleted using the Delete button at any time up to the point that the Send button 1s pressed Pressing Send updates the time part of the Date field and logs the Mail in the mail database The next time the recipient logs in they will be informed that they have received a Mail from this User It 1s possible to link data centre records process maps dolphin and local documents to internal mail This acts a pointer to the file in the system and DOES NOT make a duplicate All relevant automatic Dolphin mails will now contain a link with the item to which they refer so at the click of a button the user can now see this item Linkable Items include o Data Centre Internal Audits External Audits Actions Improvements Customers Customer Care Suppliers Training Records Evaluations Meetings Equipment Records o IMS Centre Dolphin Documents External Documents o Process Centre Process Maps If the Link to Outlook option is set up in the Preferences section an email will automatically be sent to the User s Microsoft Outlook mail system for transmittal to the recipient Bear in mind that the recipient s email address must be logged in the Contacts Details section of the User Centre before this facility will operate 6 2 2 Delete Delete Mail This button deletes the currently selec
170. he P logo EELEE AQLISTOOS Ered o ALLIS teo iil lanus Mindo Cslendercombo dl 8 Shap input a lara Wiee Corro dl S hp Barea A lors Wreden Explorer Bar Al A Eh pl Shared Mans Wirdorss and A hapii Toolbar laos radeon dnde il A Shar phil Tools lanus Mindo Timeline dl Aro Do doc noni cios Ripa Tips 12 di E Copy of pueta vb A 3 MiCustorZortrole DLL Muessade Dirk dl enc obs LL HA Linai Flees ack lero LEC Al Lessade Pos AL ecealla Profes dl Segoe ALF a 9 Double click on the DEC exe it should have a window pop up where you can direct the Event Check to search the data from It should be directed to the Dolphin Live folder on your network where you store your dolphin data Select on any file in the Live folder then click open tab Dolphin Version 2 4 1011 1 13 4 22 May 2009 B i gt A GM a T Athechments E Dongle Tick bet SLETIO End ol bata dl Lora Wirdorr Sutton dl Jure reco bu Docs lane Mindo CalendarCombo dl 8 Shap inpute Cofea el lara race airi oil S hp Barea arapi A Jarna Mindo Explorer Bar oll A Sharp Shared Dileab Alans irder Grid di 2 Sharp Toobar y il lato radeon Sha A Sharp Tella Reports daros Windows Timeline dl ro Dodo E copy of all Abeba vb AA Mi CushomrSontrots CLL escala Dig hy d dl cirtamenti DAL E ariel Picea fuck herwe LE 2 Dolphin Bevtiore doc Al Lessale Mos 20 bolchindata sde EEATT E EET EEE e ee j
171. he Process Link dialogue box down without saving any of the changes made 7 3 6 Delete the Node Pressing the delete button on the keyboard deletes the Node and accompanying interconnections 7 3 7 Short Cut By right clicking on a node in edit mode will give a context menu containing the options detailed in the picture below Undo Ctrl Z Cut Ctrl x Copy Ot TH Paste Ctrl V Align Size d Create Link Check Link Bring to Front Send to Back Set Default PF FERS Drill Down Edit Text Properties Selecting the Edit Text option allows the text within the cell to be spell checked and font type modified Double clicking on a node while in Edit Mode will also bring up the Edit Text dialogue enabling font type to be changed etc 7 3 8 Add Node Interconnections The handle in the centre of the Node is called the Connection Handle To draw a link from one Node to another click on the Connector handle and drag a line to the Node you want to connect to Once drawn the connector takes the shortest route from one Node to the other The Connector is drawn with three Handles one at each end and one at the midpoint These are called Positioning Handles and allow you to change the shape of the Connector however you like By clicking on the midpoint Positioning Handle and dragging it two more Positioning Handles are created one at each midpoint between that handle and the two Connector ends Dolphin V
172. he node 7 8 11 Ctrl C Selecting a node and then holding Ctrl and C at the same time will copy the node 7 8 12 Ctrl V Click the cursor on the process map page and then choose Ctrl and V to paste the node copied as described above 7 8 13 CtrHZ Selecting Ctrl and Z at the same time will allow the User to undo the last action carried out e g if a node was copied in error this function will allow the copy to be undone Dolphin Version 2 4 1011 1 7 36 22 May 2009 Chapter 8 IMS Centre Kc 8 1 Introduction to the IMS Centre The IMS Centre is the heart of the documentation control functions within Dolphin As well as ensuring that the correct documents are available at the point of use the IMS Centre tracks revision changes and only allows authorized personnel to make changes to controlled documents IMS Index acia a P E Normal 0 a ee Os ie fe ki SETETE Tere ATA ETT TPETET Job Descriptions Job Description for Administration Assistant Job Description for Engineers Job Description for Office Manager Job Description for Partner Job Description for the Quality Manager Job Description for Senior Partner Responsibilities of the SPE Job Description for Subcontract Engineers Job Description for Senior Partner Job Description for Surveyor Whilst the Senior Partner may delegate many of his responsibilities to suitably train
173. hedule Centre Category Descriptions Schedule Category 1 Schedule Category 2 Schedule Category 3 Schedule Category 4 Schedule Category 5 E Schedule Category 6 Schedule Category 7 Schedule Category 8 Schedule Category 9 Schedule Category 10 EEE JE EAEE IBA Dolphin Version 2 4 1011 1 4 10 22 May 2009 Chapter 5 Data Centre 5 1 Introduction Data Centre i Actions Options Records Utilities E E Group E Preview 7 view Type BM Add ee View x Delete gt gt Home lt a Print y Close Records O Internal Audit Estemal Audit Audit Area Auditee Auditor Audit Date Actions lmproverments r Engineering don Smith L Andrew Galloway 119 September 2004 PR Processes HA Sally Jones Andrew Galloway 04 October 2004 PR Procedure Control of N Deborah Sutton Andrew Galloway f D4 April 2005 l Sales and Marketing Meil Faran Andrew Galloway e og April 2005 Customers Customer Care Suppliers Calibration Records Vehicle Records Training Records Training Evaluation and Appraisal User Records Admin Only SubRecods Click on one of the links to the left to see the related data The Data Centre is the heart and soul of all the data storage within Dolphin It stores data relating to Subrecords and Records The Subrecords information is only available to Administrators Information in Subrecords is used to compile the Records This means that many records are fully customizable to suit
174. his allows the user when changing PR Overview not to have to reboot dolphin to refresh the front screen 3 1 4 Help Help Menu Reseller Details Support Details About Dolphin 3 1 4 1 Reseller Details This takes the User to the Reseller Details screen with all the contact information for your authorized Dolphin dealer 3 1 4 2 Support Details This takes the User to the Support Details screen where all the contact information is contained for Dolphin Support 3 1 4 3 About Dolphin Selecting this button takes the User to the System information screen Dolphin Support may require details from this screen when handling a support call The table below provides an example of the information held System Information File Edit View Tools Help System Summary Hardware Resources Components Software Environment Internet Settings Office 003 Applications ltem 05 Hame Version OS Manufacturer System Hame System Manufacturer System Model System Type Processor BIOS Version D ate SMBIOS Version Windows Directory System Directory Boot Device Locale Hardware Abstraction Layer User Name Time one Total Physical Memory lt Find what Search category names only Search selected category only Dolphin Version 2 4 1011 1 Value Microsott Windows lt P Professional 5 1 2600 Service Pack 2 Build 2600 Microsoft Corporation ADMIN GATEWSA 0
175. ht click on Dolphin Event Check in the C Programms Files Dolphin Software and click on Create shortcut m _ 4 Dolphin End User License Agreement rtf a Janus Windows TimeLine dll E Dolphin Event Checa la icopanic acy 4 Dolphin Revisions d Open 4 Dolphin User Manu RUN ASi T DolphinEvent ini H NOD32 antivirus system 2 DolphinNet exe DolphinNet exe cor 83 Add to archive a GridEX20 0cx Y Add to Dolphin Event Checker rar Y Compress and email Compress to Dolphin Event Checker rar and email Pin to Start menu Send To Cut Copy Create Shortcut Delete Rename Properties 6 Click on Start All Programs then right click on Startup choose Explore All Users to open the all users explore window Explore Explore Al Lines Delete a arf DP e R O AAA ii 2 irca hhi Ex E m bli WS PAZ art of rik Demo GA catalog 2008 07 EN Sei brant 6 0 ER aerate bete 6 0 ub E Adobe Acrobat 6 0 Standard vanced Batch Cond EE ME Word Find and Meplace In Multiple Dae E terco Converter L ani Datla Taba E wire b a HES E stas Ces H Aepeoach MANAR E 7 Move the Shortcut Dolphin Event Checker to the all users window 8 Change the file name to Dolphin Event Checker and change the icon to a Dolphin Right click on DEC file and click on properties then click change icon browse C Program Files Dolphin Software click on any file with t
176. i nitir ei tildes 5 31 A AA 5 32 OT aes hn recess nae E NN E S 5 33 A cos 5 33 5 2 h0 O ee ers 5 34 ll 61 a 6 2 En oe a nC nee nr ROSE ee ee nena E ee 5 34 A AS 5 34 Noles LAU a ee oe te a EEEE EE i 5 35 A SS 5 35 PREG CTI IS A 5 36 CASO O e tae 5 37 A eee ee eee ee eee ee re 5 38 UU a 5 38 PY OS SA 5 38 PRTC AA 5 39 Jele Tamie ICC ODS seta E 5 40 DVT TOG TO L gcse es vtec a wk EE EEEE need ne ee posers eee aes da ves teeta es 5 40 MOUE a 5 4 Training Report Tab o otitis 5 42 E TO A AAA 5 42 AAA 5 44 5 2 1 9 Training Evaluation and Appraisal occcncnnccncccnnccccncncnononnnininininininininininines 5 45 Dolphin Version 2 4 1011 1 1 4 22 May 2009 e Int oduction A EE E E E A O A 5 AS O MA 5 45 Company Requirements Tab a ia 5 46 Employee Interview Notes TADA indo srra do n SASE iSS 5 47 Training Arising from This Evaluation TO iia 5 47 321 10 User Records Admin Online 5 50 OUNT ENE iaa 5 50 COC CS aaea EE EE E EE E AE SE 5 51 Appointment De tall s cccccccccsccccccccvecccccnsccccccsscccceasecceeaaeeccesaueeccesaaeeceesaaeeceesaaeeceeaas 5 52 TT I age scans aten pene ER EA E E RE epee pede aes Penne 5 54 AOI SS 5 54 PRTC ICIS A payireessiexeetneniessnes 5 55 ILIE INC CIN pe 5 57 PO TG OOIEOE OENE sa ee mcs nev oes ea pen soa E eeepc 5 57 Previous Meeting S DR AAA RR 5 58 Any Other DUSINCSS tacita 5 59 Any Other Business TAD ici 5 60 ANOT da 5 60 SE O ASA 5 61 Printing Minutes a A AAA AN ARA 5 62 TeL PUSS
177. ight Pressing this button is the same as accessing the Format Menu Align Right option Dolphin Version 2 4 1011 1 7 31 22 May 2009 7 7 26 42 Align Top Pressing this button is the same as accessing the Format Menu Align Top option 7 7 27 Align Middle Pressing this button is the same as accessing the Format Menu Align Middle option 7 7 28 Align Bottom Pressing this button is the same as accessing the Format Menu Align Bottom option 7 7 29 6 Space Apart Horizontally Pressing this button is the same as accessing the Format Menu Space H option 7 7 30 Be Space Apart Vertically Pressing this button is the same as accessing the Format Menu Space V option 7 7 31 Size Width Pressing this button is the same as accessing the Format Menu Size Width option 7 7 32 ELL Size Height Pressing this button is the same as accessing the Format Menu Size Height option 7 7 33 E Nudge Left Pressing this button is the same as accessing the Format Menu Nudge Left option 7 7 34 lt 2 Nudge Right Pressing this button is the same as accessing the Format Menu Nudge Right option 7 7 35 iL Nudge Up Pressing this button is the same as accessing the Format Menu Nudge Up option a 7 7 36 4 Nudge Down Pressing this button is the same as accessing the Format Menu Nudge Down option Dolphin Version 2 4 1011 1 7 32 22 May 2009 7 8 Keyboard Shortcuts In Edit mode select a Node or a Link and
178. ike Documents noia 8 10 A VOSS MINIS TG GOR ea E E 8 11 8 3 11 4 Deleting Document Links co coconsiin cronica ouinier rasa int sdenssnuee duoveuadweesenats 8 11 Solo DES GOUDE olaaa 8 11 SLL Chane mie Group Names iaa E N a E EE 8 11 8 3 11 7 Changing Document Names srta roeprod lic etica 8 11 SILS CMa i Group Level Da rd 8 11 8 3 1119 Changing Process LIOKS sscis sscvesacssaccscesssunsacsndiedonsseseasaambreywceermenensedewensaaeres 8 12 6 9 12 JE Root FO a E E 8 12 o ML Proces aia 8 12 8 3 14 Ml inked BOG IPP on PEE e o UR NR 8 12 8 3 15 EL Revision A E S 8 12 Dolphin Version 2 4 1011 1 1 11 22 May 2009 83 16 E Revision Attachment cc lt cccccccccccccccecccccoceccccceseeecereccccsstesecceuscseseseseeesesee 8 12 ERVARE TS 8 13 E A A EEEE E SEEE EdE 8 13 O A A 8 14 Dil Creaune per WIS rica oa 8 14 8 3 17 4 Editing Hyperlinks ooooonccnncconononocncnnnnnonononononcncnnnnnnonononannnnnnnnnnnnanannnnnos 8 15 A EE E E eee eee 8 15 A A E E E 8 15 E APP A estes 8 15 8 3 19 Ll Images is 8 16 A A PACING TAS CS A O teen yebesastenencesesesaciest 8 16 ES AN iS A A PU ca oun ie E 8 17 8 3193 A AN A o 8 18 Mid DIN a AAN AAA AAA 8 18 8 4 1 PTW UG PA e anteater E E E E E E E E A AIN E E E TE 8 19 8 4 1 1 Cascading Style Sheets CSS TOM At risec ctccenerassseastedectn cas erenseelecenrcaeereenenere 8 19 8 4 1 2 Portable Document Format PDF format ooccoccnnccnncccnnccnnoccnoccnnncnnncanarananonos 8 19 8
179. ing Minutes of Meeting Any Other Business Attachments Sign Of Previous Mein Notes Actions Arising Index Date Raised Prop Act Date Be Actioned By Cause Code This purpose of this tab is so that the previous meetings minutes can be checked to ensure that all actions raised have been satisfactorily addressed Record in the notes section what was said and by whom and what conclusion was reached with regard to the previous meeting Should there be any further actions arising you can raise a new action by clicking on the Add Action button Dolphin Version 2 4 1011 1 5 58 22 May 2009 Any Other Business Clicking on the Add Tab button opens a dialogue box asking for the subject to which the new tab will refer DolphinNet Enter Tab Heading Cancel Supplier Performance Selecting Cancel will cancel the Add Tab operation Selecting OK will create a new tab and add it onto the tab bar immediately prior to the Any Other Business tab 7 Minutes of Meeting gt File H Add Tab Delete Tab 3 Print fr Save X Exit without Saving gf Save and Exit E sf Add Action 2 Refresh Actions o View Action E Meeting ID 2 Details Previous Meeting Supplier Review Any Other Business Attachments Sinot _ Agenda ltem Tie Reporter User 1 Details of Report Index Date Raised Prop Act Date Be Actioned By Cause Code Tabs can be
180. ing the Target Name and clicking on OK saves the new Target Name in the document Note that any Hyperlinks in other documents that aim at this Target will need to be reprogrammed to reflect the new Target Name Alternatively place an additional target alongside the original so that both are available for Hyperlinks 8 3 17 3 Creating Hyperlinks Within a document you can select some text and click on the Hyperlink button This opens up a dialogue box so that you can choose the destination document for the hyperlink Hyperlinks Linked text Senior Partner Link to Link to page location or local File Choose file HBulletpomt 2 Select a named target in curent page optional Show targets in Introduction Bulletpoirt 1 Current page C Selected file coa You can create a link to another file either within Dolphin or elsewhere or you can link to a Target within this file or any other destination file Once you have selected the destination file using the Choose file button you can view the Targets in that destination File by highlighting the Selected file radiobutton Selecting the Current Page radiobutton shows all of the Targets in the document that is currently open Clicking on OK creates the hyperlink on the text that was selected originally Once the hyperlink has been created it is fired by clicking on the text that carries the hyperlink Doing thi
181. inimize the risk Actions should be raised where applicable to reduce or minimize the risk identified Selecting this tab will bring up the following screen Risk Assessment Risk Assessment Main Risks Identified Fisk Report Actions Taken to Eliminate Minimise Risk Actions Improvements 2 Index Date Raised Raised By Frop Act Date Be Actioned By Add Action Add Improvement Actions and Improvements are raised in the same way as in other records in the Data Centre Dolphin Version 2 4 1011 1 5 71 22 May 2009 Attachments Relevant documents e g health amp safety reports photographs may be added to this tab which appears as follows Risk Assessment Risk Assessment Risks Identified Risk Report Actions Taken to Eliminate Minimise Risk Attachments Drag a column header here to group by that column E Index Description Ext Add Remove The functionality for these buttons is described in the Attachment Tabs section for the Data Centre Dolphin Version 2 4 1011 1 5 72 22 May 2009 5 2 2 Subrecords Subrecords are created to ensure standardization of certain information that will be held in certain Records in the management system For example it is essential that everyone using the system refers to the same Department using the same words If for example someone were to use the name Procurement instead of the Purchasing department reports pull
182. inks to the left to see the related data 5 2 2 7 User Breakdown This Subrecord assigns Users to the different User Types The schedules for these various User groups are available in the Schedule Centre and the grouping is added simply by allocating personnel to the groups created in the User Types section To add records click on the Add button The resultant Add Line appearing at the top of the list has two fields One is for the User Types from a drop down list and the other is for the personnel User ID Therefore you can allocate various personnel to the groups and one member of staff can belong to several groups First select the User Type Dolphin Version 2 4 1011 1 5 78 22 May 2009 Data Centre 3 Actions Options Records Utilities Group A Preview 7A view Type E i Add oo View X Delete B Home Records User Breakdown SubRecords UserlD Departments Job Titles User Types Auditors Auditors MAM Attendees oer Andrew Galloway Safety Council Members User Breakdown User Types MRM Attendees Tea Makers Training Modules Andrew Galloway MAM Attendees David Jones MAM Attendees Neil Farran MAM Attendees Competency Levels Trainers Supplier Fault Types Customer Complaint Types Cause Codes Required Modules Required Competencies Standards Click on one of the links to the left to see the related data Then select the member of staff UserID Data Ce
183. ion Control PR Procedure Internal Audits e a C Data Centre Audi Extemal P A EE re ee ea is dal PR Processes Corrective Maintenance Support e e Data Centre Improvements External Document FR Processes Lorrective Maintenance a Mail Centre Cancel OF For all other sections within Dolphin Data Centre Mail Centre Outlook Link Report Centre or Schedule Centre simply select the radio button and click on OK The link has now been set up to access those areas directly from the Explorer Bar To leave the Item in the list but disable any links select None from the list then click on OK External Programs can be launched automatically from the Explorer Bar by creating the Link Item here Select the External Program radio button and click on OK Add Edit Link Items Description Quality Manager Group Job Descriptions s Link None E Outlook Link Dolphin Document f Report Centre 0 Process C Schedule Centre Data Centre Audits f External Program e e Data Centre Improvements f External Document Mail Centre Cancel OF You can now browse for the executable file exe file to launch the specified programme Select Program p 9 Attachments B Data My Recent Docs Documents 5 Flowcharts Images Layouts Reports aX DolphinNet exe Loader exe ae setup Exe hy H File name os Places Files of type Programs exe Cancel Dolphin Version 2
184. ion Date box The default is one calendar month from the date of raising this report He then identifies who the report should be forwarded to for action and this is entered into the To be actioned by box from the drop down list of Authorizers Authorizer attributes are allocated to the Users in the User Centre Pressing the Send button causes four things to happen Firstly 1t locks all of the existing information except the To be actioned by box which 1s locked to everyone except the originator Secondly 1t sends an email asking the Authorizer to action the Action Improvement DolphinHet y Appointment Created J User Neil Farran Date 04 Sep 2005 Reminder 03 Oct 2005 Thirdly two entries are added to the Scheduler one showing that the Improvement was raised and one showing the Proposed Completion Date Fourthly the Stage of the Action Improvement is updated to show Awaiting Authorization in the top right of the form Schedule Centre gt File Edit View a New fal Save iz Refresh x Delete Page Setup la Print Preview Print Options E Previous gt Mext Ti Day 5 wok week 7 Week 31 bart 35 a Natale Ross a Heil Faran Enhancement 14 Added Dolphin Version 2 4 1011 1 5 24 22 May 2009 If the Improvement has been sent to the wrong Authorizer or 1f he is away for a period of time the Originator can open the Improvement and allocate another Authorizer from the drop
185. ith Service Pack 1 Instal VB5 Runtime Instal Jet 4 0 Instal NET Framework 1 1 Instal Microsoft Data Access Components V6 MDAC 2 7 Instal Rainbow Combo Driver 1 0 5 Instal Dolphin Windows ME Instal Internet Explorer 6 with Service Pack 1 Instal NET Framework 1 1 Instal Microsoft Data Access Components V6 MDAC 2 7 Instal Rainbow Combo Driver 1 0 5 Instal Dolphin Windows 2000 Instal Windows 2000 Service Pack 4 Instal NET Framework 1 1 Instal Microsoft Data Access Components V6 MDAC 2 7 Instal Rainbow Combo Driver 1 0 5 Instal Dolphin Windows NT4 Windows XP Home Instal NET Framework 1 1 Instal Rainbow Combo Driver 1 0 5 Instal Dolphin Windows XP Pro Instal NET Framework 1 1 Instal Rainbow Combo Driver 1 0 5 Instal Dolphin Upgrade to XP Pro Instal Microsoft Data Access Components V6 MDAC 2 8 Dolphin Network Assistant Dolphin Version 2 4 1011 1 13 1 22 May 2009 13 2 Appendix B Post Installation ont 13 2 1 Introduction Once the software is installed an integral part of how the system operates is dependent on how each client computer is set up The system is installed with two data areas one is for live data and the other is a set of test data and a training area During installation the software would have created two icons and placed them on the desktop of the computer one for the Live system and one for the Test system It is important that the two icons point
186. k lifts Dolphin Version 2 4 1011 1 5 93 22 May 2009 Please Select Risk Link Sele Clear Fields on Hew ltem The tick box enables the Risk Assessor to clear the fields before adding the next item 5 2 2 34 Risk Likelihood This is a measure of the probability of the risk occurring and selecting the Add button for this subrecord will result in the following pop up Please Select Risk Likelihood Seles Grade Description The Grade represents a scale whereby 1 may represent Extremely likely to occur The description should be brief and provide clear distinction between levels as demonstrated below Description Extremely likely re iret SARRIA Possible Quite Unlikely Extremely Unlikely 5 2 2 35 Risk Severity This is a measure of the severity of the risk if it is realized As with the Risk Likelihood choosing Add will bring up a similar popup window as shown below Please Select Risk Severity Ea fx Grade Description Hew The Grade and a description should be added e g Grade 1 Most Severe Grade 3 Moderate Grade 5 Minimal Impact etc Dolphin Version 2 4 1011 1 5 94 22 May 2009 5 2 2 36 Risk Degree The Degree of Risk 1s a measure of the impact of the risk 1f the risk occurs The value for Risk Likelihood is multiplied by the value for the Risk Severity giving an overall Risk Level which is known as the Degree of Risk Selecting Add
187. ks if you want to create one This allows a user to assign the document to the relevant group as described below 8 3 3 Shortcuts Help Check Link Change Font Add Link Node Group Change View Embedded Pictures Select Mode Add Node Tag Delete Node Ctrl C Copy Node Ctrl V Paste Node Ctl Undo Change Fl Help C Check Link F Ctrl N New document Ctrl1 O Open Document Ctrl P Print Document Ctrl S Save Document Ctrl Shift S Save As Ctrl Shift Z Redo Alt Q Quit lel 8 3 4 Save IMS Document Using this button allows the document to be saved If there have been no changes to the document since it was last saved there will be no requirement to provide a reason for saving However because all documents are controlled if the document has changed the first thing the system requires 1s a description of the change This description will be recorded on the Revision History for this document and the original document 1s added to the Old Revision Attachments feature DolphinNet Enter a Description of the Change Cancel Conca s Entering a reason for the change and clicking on the OK button Dolphin Version 2 4 1011 1 8 5 22 May 2009 UN qn O we Si EA ic Clicking on the Cancel button causes the save routine to be aborted and a message box appears reminding you that the changes to the document were not saved The save as routine will generate an email if Dolphin
188. l Save X Exit without Saving 4 Save and Exit i wh Add Action 2 Refresh Actions 99 View Action E EST ID 2 Any Other Business Attachments Attendees Y Customer Care 1 Y Process Planner 1 Y User 1 Process Planner 2 Attended Present Apologies Before Attendees can be added to the record the record must be saved thereby allocating it a record number and storing it in the database You will be prompted to do this should you forget DolphinNet 1 Meeting must be allocated an ID Number Press SAVE to allocate Dolphin Version 2 4 1011 1 5 57 22 May 2009 Ensure you select save not save and exit A meetings record may only be viewed by the attendees of the meeting Therefore if save and exit 1s selected attendees have not been added it will not be possible to open the record To add Attendees select the relevant user in the drop down box and click on the Add button Minutes of Meeting Tel Custener Care 1 jw Process Planner Prices Planer 1 These me the nate hat are ied tn bore aff the serna The harreran can ales wpe ihe area do add be her oem poles To remove Attendees select them on the list of Attendees and click on the Remove button Previous Meetings Tab On the Previous Meeting tab enter the number of the Previous Meeting of this type The Go To button will then enable you to quickly call up the record of that earlier meet
189. late 2 Become Template During the audit the Auditor should make notes of the file names personnel names Purchase Order Numbers Training Record Numbers Dates Times revision numbers etc that they saw This should all go in the Audit Trail At this stage do not make conclusions about the evidence just record what was seen Additionally if the Audit Trail section is not completed it is not possible to close the audit When deleting items within the Audit Trail you will be asked to confirm deletion There is the facility to use the current audit trail as a template by selecting the Audit Trail Template option from the Explorer bar This action will erase the default audit trail entries for the current Department or Process and replace them with the current audit trail Audit Report The third tab contains the results of the audit Dolphin Version 2 4 1011 1 5 17 22 May 2009 View intemal Audit Internal Audit Main Audit Trail Audit Report Actions Improvements Attachments m Re Audit mae f Are This is where you look back at the Audit Trail and group the information together into meaningful categories This is where you record statements and conclusions based on the evidence you have gathered You can if you wish request a Re Audit of the area process This is also where you get to Sign off the Audit Where possible get the agreement of the Auditee prior to writing these stateme
190. ld be filled out as completely as possible Clicking on Cancel returns the User to the List of Customers with no additional entries made View Customer hal Save XX Exit without Saving gf Save and Exit E Customer Mr Smith gt Customer gt m Contact Details Mame Contact Name Address fue Address 2 IN Email Town Shared Files Create Manage pde A Enter the customer folder name e g Dolphin Software Limited This will be appended to the main shared files path in the Preferences Data Centre Tab If blank the customer name will be assumed If there are other IT systems within the company which hold customer information it may be necessary to link the data to Dolphin to prevent duplication of information To make use of information stored in another location the name of the subfolder where the data 1s held should be added in the Shared Files and subfolder box as shown below Additionally it is important to ensure the correct system preferences have been set up This is achieved by returning to the main page and selecting edit and then preferences The data centre tab is selected and the file path added Refer to the preferences section Dolphin Version 2 4 1011 1 5 31 22 May 2009 View Customer Details Notes Customer Care Hired Equipment Attachments Custome o o onac Details oos A Mame Ltd Company Contact Mame Telephone 21212121 Address Ratt
191. ll be at least one member of staff assigned as the Trainer for that Module and there will be a Training Module recorded and controlled in the IMS Centre Dolphin Version 2 4 1011 1 5 79 22 May 2009 For External Training there needs to be a placeholder document in the Docs subfolder This may be a document in the Docs subfolder that simply states This course is provided by AnyCo Training Services Alternatively it may be the prospectus course description or joining instructions provided by the external training agency This enables the functionality of the Training Records to be used with External Courses in the same way that it is for Internal Courses In this Subrecord we register the Training Module or the placeholder document as a Training Module and link to the relevant document that is stored in the IMS Centre or the Docs subfolder If the relevant document is not assigned to the IMS Centre you will be asked whether you want to do that as you register the Training Module You must say yes to this as all Training Modules must be registered in the IMS Centre Right clicking on a highlighted module will bring up a menu from which Edit TM document can be selected This opens the related document in the IMS Centre where it can be edited if you have the correct privileges Additionally by double clicking an entry or selecting from the list and pressing the View button a Training Module Dialogue box appe
192. lows you to specify who the people are who have the authority to sign off the Training Report stage of a Training Record This will also allow External Training Records to be signed off Preferences System Prefs wy Network ID F Link Explorer Th Processes Coordinators Documents El Data Centre le Schedule Centre Internal Module Training Report Sign Off Require Trainer Require Trainee Require Manager External Module Training Report Sign Off Require Trainee to Sign Require Manager to Sign Internal Audit Re Audit Pernod Re Audit occurs after x day s Customer Care Dates Must be Acknowledged within Actions must be completed within Must be closed within Customer Shared Files Base Path LU Customers kan Database The target dates for to acknowledge complete action and close out any customer care issues are input in this tab Additionally it is possible to specify a file path if customer data is held in another location e g on the server The file path for the customer information should be recorded in the Customer Shared Files Base Path box as above This information is required when setting up a new customer record Dolphin Version 2 4 1011 1 4 9 22 May 2009 4 8 Schedule Centre If required the various categories can be identified via this tab Preferences System Prefs gly NetworkID 2 Link Explorer fa Processes Coordinators Documents E Data Centre EA Schedule Centre Sc
193. lso scan documents such as reports handwritten notes pictures exam papers etc and they will become a permanent part of this Training Record The functionality for these buttons is described in the Attachment Tabs section Dolphin Version 2 4 1011 1 5 44 22 May 2009 T O O Softwa 5 2 1 9 Training Evaluation and Appraisal Introduction There are number of ways that Training Evaluation and Appraisal can be initiated Here are a few gt Annual routine associated with good HR practices gt By running the Missing Required Modules utility in the Data Centre and discovering that additional modules have been added to certain job titles gt By running the Renew Training utility in the Data Centre to identify training that is approaching or passed its renew date gt By running the Update Training Modules utility in the Data Centre to identify training that is required after training modules have been updated gt Promotion of personnel to a different Job Title will cause additional Required Modules to be allocated to that employee Training Evaluation and Appraisal Records are created from the Data Centre by selecting Training Evaluation and Appraisal from the Records section Then from the button bar select the Add button Data Centre Sele gt Actions Options Records Utilities Group Preview 4 view Type 7 5 Add oe View X Delete B y Home 3 Print yf Close Records Training
194. ment Look in My Music e 1 a 2 O Justin Timberlake z ET Abba Dancing Queen mp3 My Recent Abba Angel Eyes mp3 Documents apa Chiquitita 1 mp3 a ABBA Dancing Queen Thunderpuss 2000 Techno Remix mp3 5 Abba Fernando mp3 Desktop ABBA Gold Greatest Hits Full Album mp3 a abba i belive in angels mp3 E ABBA Knowing Me Knowing You 1 mp3 a a ABBA Knowing Me Knowing You mp3 EJ ABBA Thank You For The Music mp3 a Abba the winner takes all mp3 ABBA Take a chance on me mp3 G ACDC TNT mp3 a Alabama Christmas in Dixie mp3 gm gt File name Abba Dancing Queen mp3 ind Files of type fan v Cancel The required file and programme will be associated with that Item on the Explorer Bar and can be launched by selecting the Item in the relevant Group 4 4 Processes This tab contains the standard process grid size for creating process maps and defines which properties are copied on the Set Default Cell command in the Process Centre See Section 7 These settings will apply to all Process Maps created in this version of Dolphin and will apply across the whole company Preferences Coordinators Documents E Data Centre EA Schedule Centre System Prefs gf NetworkID 2 Link Explorer f Processes Default Mail Group Y Shape Process Grid Y Draw Colour n Y Fill Colour vi i sled Gradient Colour Gradient Style Gradient Owner Draw Defa
195. ment All sections on the Application for Employment are completed VVhere a question is not considered to be applicable it is to be annotated N A not left blank For suitable applicants information is transferred from the Application for Employment to the Screening Progress Check List This information should be checked prior to the applicant s interview and any gaps or ambiguities addressed at the interview LinkedProces i Dolphin Version 2 4 1011 1 5 41 22 May 2009 VIN qn O yt 0 pl E Dolphin automatically copies the Training Module that 1s registered in the IMS Centre and attaches 1t to this tab as a read only document This 1s the training material that the trainee will read through to obtain the standard training on this subject The version number of this document is recorded in the Training Record When the document is amended in the IMS Centre the revision number changes and a report can be generated of Updated Training Modules from the Utilities Manage Training menu options in the Data Centre If the subject being trained relates directly to a process a link to that process will appear in the Linked Process box Clicking on the View Linked Process button takes the User to that Process in the Process Centre Training Report Tab In the Training Report tab the User enters a report of how the training went what particular difficulties were encountered how they were overcome etc I
196. n 7 7 16 2 Set Defaults Pressing this button is the same as accessing the Edit Menu Set Defaults option 7 7 17 ak Back When navigating from one process diagram to another whether through links or by using the File Menu Open command you can return to the last registered Process Diagram by clicking on the Back Button Not all Process Diagrams get registered in the history log of the Process Centre a Process Diagram gets registered in the history log or not depending on how it was opened or accessed The last Process registered in the History Log can be found in the bottom right hand corner of the Status Bar 7 7 18 Properties Pressing this button is the same as accessing the View Menu Properties option 7 7 19 Revision History Pressing this button is the same as accessing the View Menu Revision History option Ba i 7 7 20 Old Process Map Revisions Pressing this button is the same as accessing the View Menu Old Process Map Revisions option 7 7 21 m Zoom Pressing this button is the same as accessing the View Menu Zoom option a 7 7 22 Process Tree Properties Pressing this button is the same as selecting the View Menu and then Process Tree Properties 7 7 23 E Align Left Pressing this button is the same as accessing the Format Menu Align Left option 7 7 24 LE Align Centre Pressing this button is the same as accessing the Format Menu Align Centre option 7 7 25 EL Align R
197. n Secondly 1t sends an email to the Originator identified in the Raised by box with a link attached asking them to review and close out the Action Improvement Thirdly 1t updates the Scheduler to show the Action Date Fourthly the Stage of the Action Improvement is updated to show Complete in the top right of the form Dolphin Version 2 4 1011 1 5 28 22 May 2009 AIN o X Sons Selecting Option 2 This action is complete but further Improvement has been identified is by pressing the Option 2 button AE al e X Exit without Saving i save and Exit E Action Number 5 Stage Complete with Addition Initial Authorization Actions Close Out Improvement Types Actions Carried Out liouhadsoibh aihasih oH lAwh p 0w Padina SD Fetdh ewasth WESPF wesSuj df Date Carried Out 04 Oct 2004 Carried Out By ohn Smith M Completion Option 1 Option 2 Option 3 New improvementHNo Go To New Improvement Stage wating Authorization L EE n This authorization causes five things to happen Firstly it locks all of the existing information Secondly it sends and email to the Originator identified in the Raised by box asking them to review and close out the Action Improvement Thirdly it initiates a further Improvement Report quoting this Improvement Report as the originating function and the Actionee for this Improvement now bec
198. n handles The handles around the perimeter of the Node are for resizing Resizing Handles The centre handle is for creating links Linking Handle id E igor E From this position there are several options available Dolphin Version 2 4 1011 1 7 6 22 May 2009 7 3 2 Resize the Node The Resizing Handles are in each corner and at the mid point of each edge defined by the sides of a rectangle around the Node Putting the cursor over these handles turns it into a double heading arrow By clicking and dragging on the Resizing Handles the shape can be enlarged or reduced in SIZe 7 3 3 Change the Node Formatting Right click on the selected Node to bring up the Node Properties dialogue box In this Dialogue Box there are four tabs Styles Colours Flags and Text Font and Images Within each of the four tabs you have the ability to change the various attributes of the Node 7 3 4 Move the Node With the Node selected click on it anywhere except on the handles The Node can then be dragged anywhere on the Process Diagram Once you are sure that the Process Diagram is how you want it you must save it On the File menu select Save When asked Are you sure say yes Input the reason for the change It is a good idea to put down a description of what was added or changed as this will become part of the Revision History for the Process Map Click on OK to save the document Please note that Administrator access is requi
199. n 2 4 1011 1 5 20 22 May 2009 Results tab The third tab is used for recording the summary of the results of the audit This can also be accompanied by comments on the various items that appear in the auditor s report External Audits ae oo a Print bel Save X Exit without Saving gf Save and Exit E External Audit Number 2 Main Audit Trail Results Actions Improvements Attachments Training records current and up to date Please Note Only users with Administrator Access Rights can close out i Bosse External Audits Close Out Audit An external audit may be closed by an Administrator when satisfied that all required corrective and or preventive action has been taken Actions Improvements tab The third tab holds any Actions and Improvements that are related to the audit They are created by selecting the Add Action button or the Add Improvement button The Actions only get added to the Actions Improvements tab when they have been raised and saved The blue preview lines denote the Actions required in the Action and Improvement and are only shown if the Auto Preview preference is set External Audits AA A i a Add Action e Add Improvement a Print l Save Exit without Saving yf lt External Audit Number 1 Main Audit Trail Results Acone Improvements Attachments Actions Improvements Index Date Raised Raised By Prop Act Date Be Actioned By
200. n User Groups Select the user type using the combo box and assign users to that user type by dragging them to the right hand bos or using the buttons provided Unassigned Assigned z All Selected Selected gt All gt Users are moved from assigned to unassigned and vice versa in the same way that Trainers or Required Training Modules are assigned Assign Authorities Responsibilities This function allows the Administrator to assign specific responsibilities or authorities e g cheque writing purchase order sign off etc The authority or responsibility area is selected from the drop down list as shown below The Administrator can then choose to assign this area of responsibility to a particular job title and indeed to a particular individual Dolphin Version 2 4 1011 1 5 10 22 May 2009 Assign Authorities Responsibilities Select the Authority A esponsibility using the drop down box and tick the appropriate boses then assign Job Titles or Users to that tem by dragging them to the right with the buttons provided Authority Responsibility rea Unassigned Job Titles Design Manager Designer Draughtsman HA Administrator IT Administrator IT Manager Machine Operator Operations Director FA to the MD Unassigned Users Administrator 1 Administrator 2 Christine hou Customer Care 1 Customer Care 2 Employee Test 2 External Quditor 1 External Auditor 2 Internal Auditor 1 Internal Au
201. n footer which is automatically present on all IMS documents a page margin of less than 25 4mm is not possible Page Setup Faper Size Source Automatically Select Orientation Margins millimeters Portrait Left 254 Bight 254 Landscape Top CTN Bottom 2354 Cancel 8 3 7 Print IMS Document Because of the need for Dolphin to control documents when they are printed they can be overprinted with various information indicating what the document is who printed it and when and the fact that the printed version of the document is not controlled Clicking on the Print button takes you to a dialogue box where the User can select the required printer These are system printers and are set up via the printers function of Windows The first selected printer is the system default printer Select the printer including trays types of paper etc and press on OK This document will now be printed to the selected printer 8 3 8 Print Preview Clicking on this button causes a print preview version of the form to be generated in a window Dolphin Version 2 4 1011 1 8 7 22 May 2009 Cel Print preview D 0 m a 88 S Cloze Introduction to the IMS Centre Introduction to the IMS C entre The IMS Centre E usedwithin Dolphin forthe storage and control of documents that are internal tothe Dolphin System Onh system adminitrators can amend documents anda reason forthe change should be gwen when prompted
202. n information about the document being shown Dolphin Version 2 4 1011 1 8 21 22 May 2009 A Chapter 9 Report Centre HOME 9 1 Introduction The Report Centre 1s where the results of data analyses can be viewed and printed The Report Centre 1s designed to produce powerful and up to the minute reports on the current state of the management system Better and timely information should be the basis for making informed and accurate decisions Entering the Report Centre opens the Report Generator Report Generator File Report Explorer ea Audit Reports AA Improvement Reports 4 Customer Reports 424 Supplier Reports ta Mail Reports 2 Department Reports gy User Reports 1 Extemal Reports 3 Training Reports No Filter Available ga Meeting Reports 3 Schedule Reports Eo a Outstanding Duties al Equipment Reports A Risk Reports A 0 0 T H The Report Explorer in the left hand panel is an expandable list of available reports By clicking on the symbol the various options can be made available Report Generator a Audit Reports sa Improvement Reports 23 Customer Reports a Customer List a Customer Detail a Customer Care List Customer Care Detail 2 Supplier Reports d 3 Mail Reports No Filter Available 3 Inbox Detail Department Reports User Reports Extemal Reports sa Training Reports 3 Meeting Reports 23 Schedule Reports
203. nasor Administrator e Authorizer e Ext Auditor Authority Int Auditor e Process Planning ca Manager Cust Care Coordinator Iw Human Resources Z Risk Assessor Access to this tab is restricted to Administrators only Managers and Supervisors of Departments should be allocated using the Add button selecting the department from the drop down list and Dolphin Version 2 4 1011 1 5 54 22 May 2009 ticking the relevant tick box then press enter to register the change Managers and Administrators can sign off the Training Records for personnel in the specified Departments The Windows login name may also be added to the user s record and it is important this is recorded if the user wants to make use of Dolphin Event Checker Authorities are added by placing a tick in the relevant tick box on the right hand side The different authorities are Administrator has full authority to make system wide adjustments Authorizer has authority to authorize Actions and Improvements Ext Auditor has authority to sign off External Audit Records Int Auditor adds the User to the list of Auditors in the Internal Audit Records Process Planning has authority to edit and save Process Maps Manager designates this User as the Manager of their allocated department Cust Care Controller designates this User as the Customer Care Controller for the routing of Customer Care issues Human Resources has authority to view the Training
204. nes Cheque Writing R PettyCash CT A Recruitment IR Routine Computer R Dolphin Version 2 4 1011 1 9 26 22 May 2009 Chapter 10 Schedule Centre Kc 10 1 Introduction The Schedule Centre is a fully functional calendar and diary system that is designed to integrate fully with the records databases stored within Dolphin The Scheduler can be set up to show a single day a 5 day week a 7 day week or a month at a time The User can also select whether to show the small view calendars on the right hand side of the main panel The User can also view information grouped by department or user type and also a To Do list Schedule Centre i Bile Edt view 01 May 2007 lt April 2007 May 200 Fa gt amp Ruth Jenkins MTWTFSS MTWTFSS pe 26 27 28 29 30 31 1 E 2 3 4 5B ae o e e 2 E SE 7 8 7 8 9 10 11 12 13 g ES Action Improvement 61 Added 9101112131415 141516171819 20 16 17 18 19 20 21 22 21 22 23 24 25 26 27 00 23 24 25 26 27 28 29 28 29 30 31 1 ya 30 15 67 00 10 Schedule y 1 00 View Own Schedule View All Schedules 4 2 pm Wiew Contract Review Meetings View Employees Representative 4 00 Wiew Management Review Meetings View Management Team a 00 View Team Meeting oo Departmerts q Administration 4 00 3 Action Improvement 61 Complete Calls Handling Installation 52 Quality Department 6 00 Timeline sz Timeline 00
205. ng a node or group of nodes the User can nudge each of those nodes to the left by one pixel 7 6 4 12 Nudge Right Upon selecting a node or group of nodes the User can nudge each of those nodes to the right by one pixel 7 6 4 13 Nudge Up Upon selecting a node or group of nodes the User can nudge each of those nodes upwards by one pixel 7 6 4 14 Nudge Down Upon selecting a node or group of nodes the User can nudge each of those nodes downwards by one pixel 7 6 5 Help Menu At present the help menu holds only one option which is to display the shortcut key dialog box This informs the User of the keyboard shortcuts available within edit mode Help g Shortcut Keys For a full list of the shortcuts see Keyboard Shortcuts 7 6 6 Process Tree Menu This option allows a user to display and navigate through the list of processes which have been added to the Data Centre via the Process Tree subrecord Dolphin Version 2 4 1011 1 1 27 22 May 2009 Process ree Sg Interrelation Pro Performance Review and Training Performance Review amp Training Sup Business Planning Business Planning Support Submission of Tender Submission of Tender Support Contract Management Contract Management Supp Initial Registration Intial Registration Support Candidate Availability Candidate Availability Suppe Database Management Eligibility of Candidates Eligibility of Candidate Client Candida
206. ngle page report this option is greyed out and cannot be selected 9 2 3 5 Go To Page In multiple page reports pressing this button opens a dialogue box that requests the page number that you want to go to Please specify the page number o Cancel Insert the page number and click on the OK button to go to that last page In a single page report this option 1s greyed out and cannot be selected 9 2 3 6 Close Current View This option 1s currently disabled in Dolphin as the Menu Bar and the Dolphin Button Bar provide this functionality 9 2 3 7 Print Report Clicking this button opens the Print Dialogue Box and the report can be printed in its entirety or by selecting the relevant pages using standard Windows print dialogue notations The report can be printed to any system printer even 1f a fax printer has been set up To send the report by email it is recommended to use the Export Report option 9 2 3 8 Refresh If the data represented in the report is changed in the Data Centre after the report has been generated pressing the Refresh button updates the Report with the new data Dolphin Version 2 4 1011 1 9 3 22 May 2009 UN qn O AE A EA 5 9 2 3 9 Export Report Pressing this button creates a pdf version of the report and opens a dialogue box so that the User can select the name for the new pdf file and identify the location where it will be stored once created Export Report
207. ning can be allocated by clicking on the Add All button This option creates a Training Record for each entry on the list for the date specified but does not allocate a Trainer to the Training Record The Trainer must be added manually by opening the Training Record and selecting the Trainer from the drop down list See Training Records The Print button causes a list of all Renewable Training that is Passed Due to be printed The Close button closes down the utility Dolphin Version 2 4 1011 1 5 6 22 May 2009 Updated Training Module When Training Modules are amended in the IMS Centre their version number is incremented The training function within Dolphin is notified of a change to a Training Module This menu option provides a utility that allows you to view the list of updated Training Modules where the update has not yet been trained to personnel trained to an earlier version of the Training Module From this utility you can allocate Training to personnel either as individual training sessions or where the Same module needs to be trained to more than one individual a course can be created Manage Training aie X People trained under modules which have been updated Module Version D ate of Training 20 November 2005 wt To create a Training Record from this utility select the updated training module from the list and add a Trainer from the drop down list and select a date that the training will take place
208. nt Links 8 3 11 1 Creating a New Group Clicking on the Edit Document Links button takes you to the IMS Editor In the left hand panel you can designate the groups for the document families This is done by placing the cursor in the first line below the column headers Type a level designator from the list below in the first cell or type in a new one if required In the second column you must type in the Groups Description The Groups Description field can be any text you like but this 1s what will appear on the Explorer Bar so shorter is better than longer Then press the Enter key on your keyboard This new entry will then be saved to the database These groups can be any designation that you want However it is suggested that the number of groups be kept to a minimum to aid rapid location of different families of documents Because Dolphin must be very precise about how the Training Modules are tracked and the fact that there must be a Level designator for Training Modules it is set in the Preferences subsection of the Main Page Apart from that the Level designator for all other groups can be any text that you like __IMS Editor ajaja ele Add Group X Delete Group a Add Document gt Delete Document Close E 2 Description Policies CTD Access tothe Ce Access to the Centre Forms TD Account Manage Account Management o a References Pp TM TD Control of ID Card Control of
209. nt User has the correct authorities to do so Dolphin Version 2 4 1011 1 5 2 22 May 2009 5 1 1 6 Delete This button deletes the selected record Please note that some records cannot be deleted e g Internal Audits This is for technical reasons Other records can only be deleted by the person authorized to do so of Show All Fields 5 1 1 7 Show All Fields This function is only available to users with Administrator privileges It allows all subrecords within the field to be displayed Due to security restrictions the show all field is not available in the user records section 5 1 1 8 S Print This takes the User to the Report Centre and opens a Detailed Report of the current record if applicable 5 1 1 9 W Done This closes the Data Centre and returns you to the Main Page 5 1 2 Menu Bar The Menu Bar in the Data centre follows the conventions of the Other Dolphin Menu Bars However the following items are available only in the Data Centre 5 1 2 1 Utilities Menu Under the Utilities drop down menu there are the following options Utilities Manage Training Mass Training Required Competency Count Assign RAMs Assign Trainers Assign Risk Groups Assign Training Groups Assign User Breakdown Assign Authorities Fill Process Tree Unlock All The Manage Training option gives three further options Missing Required Modules Passed Renewal Date and Updated Training Module This Chapte
210. ntre Seles B Actions Options Records Utilities EGroup N Preview 74 view Type gt E oo View gt lt Delete Bi Home Records User Breakdown SubRecords Departments Job Titles dsgds werfest Andrew Galloway David Jones User Breakdown Deborah Sutton John Smith Natalie Ross User Types Training Modules Competency Levels Neil Faran Trainers Sally Jones MAM Attendees Supplier Fault Types Customer Complaint Types Cause Codes Required Modules Required Competencies Standards Click on one of the links to the left to see the related data Then press Enter on your keyboard to write the information to the database If groups are deleted in the User Types section but they still have personnel assigned the group will not be deleted However once all members of a group have been deleted the group is no longer shown on the User Breakdown List Lists start off closed up and you must click on the little symbol to open up the list 5 2 2 8 Training Modules This subrecord is one of the key areas within the Training System Training Modules are either Internal or External courses For Internal Courses there needs to be a Training Module document in the Docs subfolder Ideally 1t should also be linked in the IMS Centre and 1f not done already you will be prompted to do so as you add the document to the list of Training Modules in this subrecord For Internal Training Modules there wi
211. nts particularly if all is not as it should be Only state facts and conclusions based on those facts Actions Improvements Tab The fourth tab holds any Actions and Improvements which are related to the audit They are created by selecting the Add Action button or the Add Improvement button View Intemal Audit Internal Audit Main Audit Trail Audit Report Actions Improvements Attachments Actions Improvements 2 Add Action Add Improvement The Actions only get added to the Actions Improvements tab when they have been raised and saved Dolphin Version 2 4 1011 1 5 18 22 May 2009 e Soft View Intemal Audit ln aan o e Sy Print XX Exit wi Internal Audit 1 Main Audit Trail Audit Report _ Actions Improvements Index Date Raised Raised By Prop Act Date Be Actioned By C 1 05 April 2007 Andy Galloway 05 May 2007 Bill Tregillus 2 05 April 2007 Andy Galloway 05 May 2007 lt Unknown gt Actions Improvements 2 Add Action Add Improvement Attachments Tab The fifth tab is used to attach any documentary evidence that may be relevant to the audit For example you might comment that a certain document is in error and attach it to this tab for future viewing The document will be changed and any evidence of the error will be lost However by attaching it to this tab you preserve a copy of the document as it is for future reference View Intemal Audit
212. o has a part to play in the overall layout for the printout Dolphin Version 2 4 1011 1 7 19 22 May 2009 Page Setup Printer Net lt Now SE bl Paper Size ll Paper Details Paper Width 527 PaperHeight nmo Orientation Margins 1 7100 Inch 2 Portrait Left 100 Right 100 Landscape Top 00 Bottom 100 Width Only Width and Height Height Only 7 6 1 8 Print Preview This option shows the User what the page pages will look like when printed From the Print Preview screen you can access the following functions Print preview E A 4P O60 BBB ise Page E Prien h Aids Gabian d Di pl AA TEHLA AHE PFR TS Forcier Fes r d Print This option prints the Process Map out to the system default printer as specified under the Page Setup options above Zoom From the drop down list select one of the preset zoom ratios or select auto default This only affects the Print Preview panel not the main document Dolphin Version 2 4 1011 1 7 20 22 May 2009 View Selector Select from one two three four or six pages on the view Close Close the Print Preview box and return to the main Process Centre screen Page Selector Use the spin wheels or the page number box to select the page to be viewed 7 6 1 9 Home Selecting this option closes the current instance of the Process Centre and reverts to the Dolphin Main Page 7 6 1 10 Close Selecting this option closes the current ins
213. o help their clients achieve the objectives of business effectiveness and continual improvement Dolphin is the only software tool that will enable a full management system to achieve the status of Corporate Social Responsibility through pre defined targets and controlled and measurable progress towards those goals The software then is a tool to enable the development of paperless management systems However itis only a tool Many companies who produce Process Mapping software forget to tell you that once you have the software you still need to develop the process maps control the documents and control the records With Dolphin Intelligent Software this is made incredibly easy as the records are built in the document control is a feature of the software and the process mapping software is infinitely variable Bear in mind Dolphin has been developed by consultants because they wanted to provide paperless management systems to their clients Dolphin Version 2 4 1011 1 2 1 22 May 2009 Chapter 3 Dolphin Main Page Dolphin Intelligent Management Licensed to EQM Limited BR Company Details lt Continual Improvement of the Quality oo Management System Mail Centre a Mail Centre Outlook Link Report Centre amp Report Centre Schedule Centre x y This is the heart of Dolphin commonly referred to as the Main Page It is possible to access all of the functionality of Dolphin from here 1f you
214. of Toolbars in Records The toolbar buttons along the top of the forms that contain Records provide the following functionality Not all functions have been enabled within all Records but where the button is available it has similar functionality throughout the Data centre Add Action allows the auditor to raise an Action Correction Corrective Action or Preventive Action and have it associated with this Record This will only available in Records where there is a tab to store the resultant Action and these will appear in the Actions Improvements tab Add Improvement allows the auditor to raise an Improvement and have it associated with this Record These will appear in the Actions Improvements tab This will only available in Records where there is a tab to store the resultant Action and these will appear in the Actions Improvements tab Save does what it says on the icon Normally you would use this when you have input a reasonable amount of data haven t finished writing up the Record but don t want to risk losing the data if there 1s a crash or network problem Print takes the User to a Detail Report of this Record generated by the Report Centre Exit without Saving o cancels the Record without assigning it a Record Number and closes the report form Save and Extt 1S the more normal option This causes the data to be written to the database for that information type and to be
215. omes the Originator for the subsequent one Fourthly the Scheduler is updated to show the Action Date Note that part of the originating function for the new Improvement is to feed back the new Action Improvement number to this Improvement Fifthly the Stage of the Action Improvement is updated to show Complete with Addition in the top right of the form Selecting Option 3 This action cannot be completed until after further Improvement has been completed is selected by pressing the Option 3 button This authorization causes five things to occur Firstly it locks all of the existing information Secondly it initiates a further Action Improvement quoting this Action or Improvement as the originating function and the Actionee for this Action or Improvement now becomes the Originator for the subsequent one Thirdly an e mail is sent to the Originator explaining that completion of this Action Improvement may be delayed due to the fact that a further Action or Improvement has been identified Fourthly the Scheduler is updated to suspend the reporting on the Proposed Completion Date until after the subsequent Action Improvement has been closed Note that part of the originating function for the new Action or Improvement is to feed back the new Action Improvement number to this Action Improvement Fifthly the Stage of the Action Improvement is updated to show Incomplete with Addition in the top right of the form Dolphin Versi
216. on Clicking on the Add One button creates a single Training Record and entries are added to the Schedule Centre for the Trainer and the Trainee for the specified date Multiple Training Records can be selected in one go by selecting the updated training module from the list and add a Trainer from the drop down list and select a date that the training will take place on then click on the Create Course button Training Records will be created not only for the specified person but also all other personnel that require training on the highlighted training module will be added to the Training Records one record for each person All updated training can be allocated by clicking on the Add All button This option creates a Training Record for each entry on the list for the date specified but does not allocate a Trainer to the Training Record The Trainer must be added manually by opening the Training Record and selecting the Trainer from the drop down list See Training Records The Print button causes a list of all Updated Training to be printed The Close button closes down the utility Dolphin Version 2 4 1011 1 5 7 22 May 2009 Assign RMs Required Modules are allocated to each Job Description within the Company as detailed in the Subrecords section This Utility allows Training Modules to be added to and removed from a Job Description By selecting Utilities Assign RMs you are taken to the following screen
217. on 2 4 1011 1 5 29 22 May 2009 AUN T O 9 i Si EA L Pressing the Go To button allows the Actionee to go to the subsequent Action Improvement This would be to allow the Actionee to make reference to the original problem as he she is composing the next Action or Improvement Report and to toggle back and forth between the two Close Out Tab Correction 13 A Save E sit without Saving Save and Exit relia a Number Stage Authorized Initial Authorization Achons Close Out improvement Types Reason for Close Dut None Cause Code Root Cause Summary Root Cause Close Out Date 0 Jun 200 Closed Bp Unknowns Once the Originator receives back confirmation that the required action has been completed he carries out investigations to satisfy himself that the original problem has been rectified He adds relevant information to the Reason for Close Out box and presses the Close button The date that this information is added to the Reason for Close Out box is entered into the Close Out Date box and the name of the person logged in to Dolphin at that time is entered into the Closed by box It is possible for the Originator to change this information at this stage Pressing the Close button causes four things to happen Firstly all fields are locked Secondly Scheduler is updated to show the Close Date and all reporting on this Action Improvement is
218. on has been superseded by the gradient facility and is only kept to maintain backward compatibility 7 4 3 5 Selectable This option can disable a node that node will not react to any mouse or key commands and cannot be selected This has the unfortunate effect that you can not select it to make it selectable again Because of this a Reset Selectable option has been added to the toolbar which resets all nodes and links in the flow diagram and makes them all selectable 7 4 3 6 Transparent When checked the fill colour is removed and objects behind this shape can be seen through it 7 4 3 7 Gradient When checked a gradient is added to the node This allows the setting for the gradient colour to override the setting for the fill colour in the method described in Gradient Mode 7 4 3 8 X Moveable Can be moved in the X dimension 1 e can be moved horizontally Dolphin Version 2 4 1011 1 7 12 22 May 2009 7 4 3 9 Y Moveable Can be moved in the Y dimension 1 e can be moved vertically 7 4 3 10 X Sizeable Can be re sized in the X dimension 1 e can be made taller or shorter 7 4 3 11 Y Sizeable Can be re sized in the Y dimension 1 e can be made wider or narrower 7 4 3 12 In Linkable This allows links to come into the node 7 4 3 13 Out Linkable This allows Links to go out from the Node 7 4 4 Text Font and Images Below is displayed the Text tab of the node properties dialog box Each option is then
219. ons Close Out Improvement Types Actions Cared Out None gt Date Carried Out Carried Dut By Unknown e Completion ia Option 1 This action tz completed Option 2 This action ig completed but further remedial action haz been identified Option 2 Option 3 This action cannot be completed until after further remedial action i complete Option 3 Hew improvement Ho oo New improvement Stage When the Actionee accesses the Action Improvement Form he or she can update the Actions Tab with the actions that they carried out All other Users cannot change any of the information in the Actions Tab Once the Actionee has completed the action he gives a brief summary of what he did in the Action Carried out box and presses the Actioned button The date that this information is added to the Action Carried out box 1s automatically entered into the Date Carried Out box and Dolphin Version 2 4 1011 1 5 27 22 May 2009 the name of the person logged in to Dolphin at that time 1s entered into the Carried out by box It 1s possible for the Actionee to change this information at this stage The Actionee then selects option 1 2 or 3 by pressing the relevant button The following happens for each of the three Options Selecting Option 1 This action is completed is chosen by pressing the Option 1 button This authorization causes four things to happen Firstly 1t locks all of the existing informatio
220. ords Internal Audit Internal Audit External Audit Indes Audit Area Auditee Auditor Audit Date Complete Actions Improvements Engineering J ohn Smith Andrew Galloway Customers Customer Care Suppliers Calibration Records Vehicle Records Training Records Training Evaluation and Appraisal User Records Admin Only SubRecornds Records are the actual records created by running the Management System They include such things as Internal Audits Training Records Minutes of Meetings Vehicle Records etc This is generally the information that can be output to the Reports Generator in the Reports Centre Records are made up from Subrecords and data This approach gives maximum flexibility when setting up the system initially but ensures that the system 1s run in compliance with predefined parameters This is achieved by arranging that critical data is selected for inclusion in a Record from a specified list within the Subrecords When a user saves a record e g internal audit within their My documents subfolder any changes to the grouping and sorting of the record will be retained upon return to that record These records include Internal Audits External Audits Actions Improvements Customers Customer Care Suppliers Training Records Employee Evaluation Users Meetings Equipment Checks Risk Assessment Oo O 0O O 0 0 0 0 GO oO oO Dolphin Version 2 4 1011 1 5 14 22 May 2009 5 2 1 1 Use
221. ors can access a report showing all of the details of all Users currently registered within Dolphin Clicking on the View Report button causes the User Detail All Report to be generated on the screen Dolphin Version 2 4 1011 1 9 17 22 May 2009 Report Viewer Eile Ph Home r Llose E 4 4 WHR xSh ds a MainReport Emp No User ID Forename Surname Password User Details l Andy Galloway Andy Crallowray Position Department Start Date Finish Date Responsibilities IntTraininz 0238071 5437 User 11 Forename Surname Password Telephone Mobile Email undyieqmlid co uk 3 Position Department Start Date Finish Date Barry Forsyth Barry Forsyth Responsibilities Int Training Quality Manager Quality Experience ExtTraining Senior Partner Managerment Experience ExtTraining Administrator Manager Director User Engincer Install Engincer CallChut Engincer Service N Sales Internal Auditor External Auditor Programmer Trainer Process Planning Consultant Calibration Administrator Manager Director User Engincer Install Engineer CallQut Engineer Service N Sales Internal Auditor External Auditor Programmer Trainer Process Planning Consultant Calibration Emp Xo 5 User ID Darren O Reilly Forename Darren Surname OFReilly Password Position nstallanon Engineer Administrator Department Engineering Manager Start Date I Apr 2005 Dire
222. osed in the top right hand corner of the form Dolphin Version 2 4 1011 1 5 53 22 May 2009 Training Tab Amend User E aya Mr Smith Contact Details Appolntment Details Education Qualifications and Experience Training Authority Attachments Required Competencies External T raining Internal T raining Internal Trainer None gt BOSCH DOMES ECS Pass DATE GEOFFREY VALID ACCESS Add Module View Course Schedule View Course Schedule Remove Module View Course Record View Course Record The Required Competencies is a free text field in which you can state the various requirements that the company expects from a person with this Job Description Also in this tab it 1s possible to view the Training Record for any External or Internal Training given Courses where this User 1s allocated as Trainer are automatically listed in the Internal Trainer box The Add module button allows additional training modules over and above the requirements of the post to be added The Remove module button allows a Manager or Administrator to remove any training modules that relate to tasks which will not be undertaken by the staff member Authority Tab Amend User Administrator 1 Contact Details Appointment Details Education Qualifications and Expenence Training Authority Attachments Employee No Pesa Departmental Responsibilities User Groups Management Review Team Depati Manager supe
223. ox Select the supplier from the drop down list Supplier Filter Supp Code Generate Report Clicking on the Generate Report button causes the Supplier Detail Report to be generated on the screen Dolphin Version 2 4 1011 1 9 13 22 May 2009 Report Viewer ER 3 File 4 gt Home y Close 4 arm x amp AATA MainReport Fa Supplier Details Contact Telephone Mobile Fax EMail Address Town County Country Post Code v lt cE Current Page No 1 Total Page No 1 Zoom Factor Page Width This Report can then be printed or exported as detailed above 9 3 5 Mail Reports 9 3 5 1 Inbox Detail The Inbox Detail Report has no filtering options to select in the right hand panel Report Generator File a Close E Report Explorer Fl Reports 2 Audit Reports ly Improvement Reports E Customer Reports I 2 Supplier Reports lt lt Supplier List A Supplier D etail Inbox Detail E 2 Mail Reports aes mbox Detail f l i Department Reports No Filter Available He User Reports Hs External Reports r Training Reports Meeting Reports s rentes Clicking on the View Report button causes the Inbox Detail Report to be generated on the screen Dolphin Version 2 4 1011 1 9 14 22 May 2009 Report Viewer File y Home af Close E dir AxA MalnReport In Box Andy Galloway Hed Forsyth CPS Ada Fiann Add Hei Fini DSS 1 43 A
224. r 7703 Equipment Type Server Description Main computer server Acquisition Checks Hite Out Repairs Disposal Attachments Complete Date Che Check Type Checked By Complete False i ee Juri 2010 Tape Clean Complete True 22 May 2009 Tape Clean Administrator 1 Hire Out Within the company there may items held which are cross hired to other companies To manage the hire and return of an item the Hire Out should be selected This tab brings up the following window Dolphin Version 2 4 1011 1 5 65 22 May 2009 S Asset Register iy Print led Save gt lt Exit Without Saving gf Save and Exit E Serial Number FLT Oo Equipment Type Fok Lih Truck Descriptio Fork lift truck for hire Acquisition Checks Hire Out Repairs Disposal Attachments Hire Out l Drag a column header here to group by that colunt Add Record Indes Equipment Customer hoHirer Refresh Record When the equipment is due to be hired a new record is added to the Hire Out log by selecting Add Record This will bring up a new window Details such as the hire out cost date for return purchase order number and invoice number if known at this stage should be entered It is also important to state who will be responsible for managing the hire out The name of the responsible person is selected using the drop down arrow Hire Out Number Hire Detail Re
225. r covers the functionality of each of these areas Manage Training The Manage Training option gives three further options Missing Required Modules Passed Renewal Date and Updated Training Module Dolphin Version 2 4 1011 1 5 3 22 May 2009 Missing Required Modules When there are Required Modules that are outstanding this menu option provides a utility that allows you to view the list and allocate Training to personnel either as individual training sessions or where the same module needs to be trained to more than one individual a course can be created Manage Training aja E The following modules required by the personnel named are not present Module Andy Galloway Company Policy on Asbestos Andy Galloway COSHH Andy Galloway Display Screen Equipment Andy Galloway Dolphin Overview Andy Galloway Fire Safety Andy Galloway First Aid Andy Galloway Food in the Workplace Andy Galloway Handling Actions and Improvements Andy Galloway Health and Safety General Andy Galloway Improvements Andy Galloway Induction Training Andy Galloway Internal Audits Andy Galloway Introduction to the Company Date of Training 20 November 2005 4 To create a Training Record from this utility select the training module from the list add a Trainer from the drop down list and select a date that the training will take place on Clicking on the Add One button creates a single Training Record and entries are added to the Schedule Centre for
226. r here to group by that column Index Description Add Remove The functionality for these buttons is described in the Attachment Tabs section Dolphin Version 2 4 1011 1 5 39 22 May 2009 5 2 1 8 Training Records The Training System 1s set up initially within the Subrecords and the User Centre The training records screen holds the course details for a single individual attending a single course The details held are shown on the screen below Data Centre E Group B Preview 74 View Type gt E 7 Records Internal Audit External Audit Actions Improvements Customers Customer Care Suppliers Calibration Records Vehicle Records Training Records Training Evaluation and Appraisal User Records Admin Only SubRecords Add eView X Delete Bi gt Home a Trainee John Smith Sally Jones Neil Farran Neil Farran Neil Farran Neil Farran Neil Farran John Smith dsgds werfesf dsgds werfesf dsgds werfesf David Jones John Smith Deborah Sutton Andrew Galloway Natalie Ross Natalie Ross John Smith Deborah Sutton David Jones Andrew Galloway Neil Farran Natalie Ross Andrew Galloway Deborah Sutton David Jones John Smith Trainer i Andrew Galloway Andrew Galloway David Jones John Smith John Smith John Smith Sally Jones David Jones Print Close E Date Trained 19 September 2004 20 October 2004 08 October 2004 08 October 2004 07 October 2004 2
227. r records within the Data Centre View Intemal Audit 4 April 2007 Ha Sa Audit Area Area e Department C Process C Previous Audit with this area Number e Main Tab The first tab holds data about the audit including the auditor auditee manager responsible audit date and the Standard against which the audit is to be performed The date is automatically selected as today s date but it can be changed by clicking on the drop down arrow and selecting a date from the pop up calendar The Auditor should be selected via the dropdown list It is not possible to enter an auditor s name as free text It is also possible to view the last audit to be conducted in that area by entering either the audit number or date on which the previous audit was performed The audit area can be selected from the three options Audit Area Department and Process Whichever is selected will cause the Audit Area box to contain different information e Area allows free text to be input into the box This might be used for a one off audit or a spurious audit of an area such as Response to Advertising Material after the NEC Exhibition e Department causes the box to contain a list of all of the Departments as listed in the Subrecords This can be useful to audit a department for performance appraisal or Cost Centre Analysis e Process is the more normal process based auditing The drop
228. raining 4 8 5 40 5 49 5 64 F filenames 4 2 Filenames 4 2 Footer 4 7 8 6 8 8 Frequency 5 39 5 57 5 71 5 72 5 73 functionality 2 1 3 1 5 12 5 13 5 17 5 19 5 20 5 32 5 36 5 41 5 52 5 55 5 59 7 6 7 18 7 30 7 32 8 2 Functionality 2 1 3 1 5 3 5 12 5 13 5 17 5 19 5 20 5 32 5 36 5 41 5 52 5 55 5 59 5 64 7 6 7 18 7 30 7 32 8 2 9 3 G Grouping 4 2 4 3 5 1 5 29 5 62 11 1 22 May 2009 H Header 4 7 6 3 8 8 11 1 Health and Safety 2 1 Help Menu 3 5 7 25 I Improvement 3 2 5 12 5 15 5 18 5 20 5 21 5 22 5 23 5 24 5 25 5 26 5 32 5 37 5 68 5 69 9 2 9 8 9 9 IMS Centre 3 3 3 4 3 6 4 7 4 8 5 7 5 26 5 38 5 63 5 64 6 3 7 6 8 1 8 2 8 3 8 4 8 9 8 11 8 12 8 18 9 4 Information Security 2 1 Internal Training 5 40 5 49 5 50 5 63 5 66 L Link Explorer 3 6 3 7 4 3 7 6 Links 3 1 3 6 4 3 4 5 5 61 5 64 7 1 7 5 7 11 7 14 7 16 7 17 7 21 7 26 7 27 7 28 7 30 7 31 7 32 8 1 8 3 8 10 8 11 8 12 8 19 logos 3 1 Logos 3 1 Lotus 3 7 M Mail Centre 3 3 3 6 4 1 4 5 6 1 6 3 Main Page 3 1 4 2 5 3 5 46 6 1 6 3 7 20 7 26 8 4 8 9 8 10 9 2 main panel 3 1 Main panel 3 1 5 1 5 10 10 1 10 2 Manage Training 5 3 5 6 5 37 5 38 Meetings 3 2 5 12 5 53 5 54 5 56 5 75 6 3 10 2 Menu Bar 3 2 5 3 7 18 9 3 Microsoft Access 3 6 Microsoft AutoRoute
229. re Actions and Improvements An Administrator can add a button which takes the User to the Actions Improvements section of the Data Centre Dolphin Version 2 4 1011 1 3 6 22 May 2009 3 2 5 Mail Centre An Administrator can add a button which takes the User to the internal Mail Centre where Users can communicate or leave messages on the server 3 2 6 Outlook Link This section asks the User to log in to his her Outlook email account The User can then send receive emails from within Dolphin 3 2 7 Report Centre An Administrator can add a button which takes the User into the User into the Reports Centre where a multitude of reports can be produced and printed or exported 3 2 8 Schedule Centre An Administrator can add a button which takes the User into the Schedule Centre where all schedules for the company can be arranged and printed 3 2 9 External Document Through the Link Explorer in the Preferences section an Administrator can add a button that launches any External Document stored on the company server or if Dolphin is used locally any document stored on the User s computer This includes but 1s not limited to Microsoft Word Documents Microsoft Access Databases Portable Document Format PDF Documents Lotus Documents Microsoft AutoRoute Directions Rich Text File RTF documents 3 2 10 External Program Through the Link Explorer in the Preferences section an Administrator can add a button that laun
230. re MC Mail Centre PC Process Centre RC Report Centre SC Schedule Centre Link ltems 2 DC Audits 3 DC Improvements 4 MC Mail Centre 5 MC Outlook Link 6 PC Processes 7 RC Report Centre 8 SC Schedule Centre View Explorer Bar Vv Changes Take Place on Restart 4 3 2 To Link Items to a Group Select the Add button in the Link Items area On the next screen add the Description for the file and select the Group from the drop down list This description will appear on the Explorer Bar as an Item listed within the Group Add Edit Link Items Descriptions Quality Manager p Group Job Descriptions h Link Desc C None Gl _ Company Details oe C Dolphin Docun 4 _ Data AN Process Maps Process of Data Centre Improvements f External Document Hail Centre Cancel OF You then have the option of linking any file type to the Description that will appear in the Explorer Bar If you select Dolphin Documents or Dolphin Processes the list of available files will appear in the right hand panel Dolphin Version 2 4 1011 1 4 4 22 May 2009 Add Edit Link Items Descriptions Quality Manager PR Blank PR Commitment to Stakeholders BIE PR Company Profile Lee PR Organization Chart PR Policies None Outlook Link PR Procedure Actions and Improvements PA Procedure Control of NCP Dolphin Document Report Centre PR Procedure Control of Records eer Schedule Cente PR Procedure Documentat
231. red to change or save a process Once the editing is complete and has been saved go back to Normal Mode as opposed to Edit Mode by selecting Change Edit Mode from the Edit menu 7 3 5 Add a Link Press the L button on the keyboard to open the Link dialogue box This is shown below E Process Link Internal Audits External Audits Actions Improvements Customers Customer Care Suppliers Training Records Evaluation O External Program O IMS Centre O Mail Centre O Report Centre Schedule Centre O User Centre Web Link Home The functionality of Linking to nodes is very similar as for linking items to a group within the Link Explorer in Preferences There are certain limitations on file naming conventions that must be followed to allow the Link function to operate These are e All Internal Documents within the IMS Centre must start with DD and must be saved as an RTF Rich Text File within the Docs Sub Folder This is to be changed in a release of Dolphin in 2005 so that pdf documents and doc documents can also be saved a standard Dolphin Version 2 4 1011 1 7 7 22 May 2009 e All Flow Diagrams must start with PR and saved within the Flowcharts subfolder The file name cannot be greater than 20 characters When the link is set up pressing OK saves the settings to the Node Properties and closes the Process Link dialogue box down Pressing the Cancel button closes t
232. resh Achons En View Action Meeting ID 1 Details Previous Meeting Supplier Performance Any Other Business Sign Off ChairPerson OK Close Out Meeting Password Attend Mitin Attendees select your name from the left enter your password in cii the box above and click on the button below to acknowledge that Andy Galloway E Agree E you have read and agree with the minutes as stated in this record Wating Wating accept this az a true and accurate record of the events that have taken place at this location and time All Attendees at a meeting should sign off the minutes as soon as possible Printing Minutes Within the Report Centre is a report layout for printing minutes of meetings Report Generator File Pri Close E Repot Espioi a Meeting Report Fly Reports Hy Audit Reports AA Improvement Reports 3 Customer Reports 2 Supplier Reports AA Mail Reports i Department Reports User Reports External Reports y e Sy Training Reports No Filter Available a Meeting Reports Meeting Report y eta Dolphin Version 2 4 1011 1 5 62 22 May 2009 5 2 1 12 Asset Register The correct procedure for managing equipment checks is to set up the required subrecords These stages must be completed to enable the addition of an item of equipment that uses a particular equipment type Acquisition When a new asset record 1s first entered Dolphin requests the serial number description and
233. review window Dolphin Version 2 4 1011 1 8 8 22 May 2009 a Print preview 8 3 8 3 One Page This zoom option shows a single page in the print preview window 8 3 8 4 Two Pages This zoom option shows two pages side by side in the print preview window 8 3 8 5 Three Pages This zoom option shows three pages side by side by side in the print preview window 8 3 8 6 Four Pages This zoom option shows two rows and two columns of pages in the print preview window 8 3 8 7 Six Pages This zoom option shows two rows and three columns of pages in the print preview window 8 3 8 8 Close Pressing this button closes the Print Preview window and returns the User to the IMS Centre 8 3 8 9 Page Numbers Move from page to page in a multi page document by using the spin up and spin down buttons The number of the current page 1s shown in the page number window Alternatively select the page number in the window and replace it with the number of the page that you wish to view Press enter on the keyboard to go to that page Ae E 8 3 9 Goto Home Page This button closes the IMS Centre and reverts the focus back to the Dolphin Main Page v Close 8 3 10 Close IMS Centre This button closes the IMS Centre and reverts the focus back to the last programme that was open 1 e the Process Centre the Schedule Centre etc Dolphin Version 2 4 1011 1 8 9 22 May 2009 UN AS 8 3 11 2 Edit Docume
234. rocedure 14 La PR Procedure A amp I Authorizing Fl La PR Procedure Inte La PR Procedure A amp I Categorizations Fl La PR Procedures Fly Desktop Mu Documents My Computer Ap E E Iii Mo Network File name PR Vision and Mission new fly Places nave as type Process Diagrams Hwy Cancel This should begin with PR Some examples of this are PRO1 PR Help File 02 PR Main Process Map PR Sales 01 etc This will become the file name and will be saved with the extension flw To ensure this file is accessible from the automatically created lists within Dolphin ensure that the file is located in the FlowCharts subfolder There is a limit of 75 characters to this file name Click on OK and enter a description of the Process Diagram This will appear on the Status Bar at the bottom of the Process Panel This can be changed at any time by an Administrator or Process Mapper clicking on Edit Change Form Name There is no need to be in Edit Mode to do Dolphin Version 2 4 1011 1 7 3 22 May 2009 k JAN Pa f t aH E this Clicking on the Save button will provide a confirmation message that the file has been saved and the newly created file is open in the Process Centre Additionally a notification of the change will be automatically generated and emailed to the designated Mail Group for the process as described in the Preferences section DolphinNet X A Files Saved 7 2 2 1
235. rocess Centre when he she enters Dolphin The process map can be defined within the User Centre and can be unique for each User The individual process is selected when setting up the User initially It can be changed at any time but if left blank the default page will be the starting point for that User 4 1 6 Show Overview Toolbars When ticked the Toolbars in the overview screen are visible when the User starts up Dolphin Dolphin Version 2 4 1011 1 4 1 22 May 2009 4 1 7 Enable Notifiers When ticked Dolphin informs the User of the completion of certain actions with a dialogue box on the screen When un ticked completion of these same actions will be indicated by a beep 4 1 8 Auto Preview When ticked Dolphin displays preview bars automatically in data grids 4 1 9 Default Coordinator When all Coordinators on the Coordinators Tab show the same name that name will appear here If this is greyed out it is because at least two Coordinators are used in the Coordinators Tab Any user may be set as the Default Coordinator Under the Coordinators tab there is the Site Administrator function When ticked this allows this person to enter Windows Login data in the user database amp administer the Dolphin Event Checker DEC 4 1 10 TM Doc Group ID This allows the Administrator to specify a Document Group that will be used specifically for Training Modules This is an integral part of the Training System and the in built Training
236. s subRecords Trainer alteas odule Departments Trainer Andrew Galloway Job Titles Ander y Gallo CHA vay O 4 C Ustomer C omplaints Handling User Types Andrew G Galloway Customer Satisfaction User Breakdown Andrew G alloway a ecurity Si creening Training Modules Competency Levels men Andrew Galloway o Train th the Trainers Trainers Use of Subcontractors Andrew Galloway supplier Fault Types aj Trainer David Jones Trainer John Smith Trainer Sally Jones Customer Complaint Types Cause Codes Required Modules Required Competencies Standards Click on one of the links to the left to see the related data To add records click on the Add button The resultant Add Line appearing at the top of the list has two fields One is for the Trainer from a drop down list and the other is for the Training Module Therefore you can allocate various Training Modules to a member of staff First select the Trainer then select the Training Module then press Enter on your keyboard to write this information to the training database Dolphin Version 2 4 1011 1 5 82 22 May 2009 UN qn A tea Si EA A Lists start off closed up and you must click on the symbol to open up the list of Training Modules allocated to that Trainer This list also appears on the Internal Trainer panel on the Training Tab within the User Centre 5 2 2 13 Supplier Fault
237. s Check Lists Miscellaneous Docs Overall running of the company eSverseeing the setting and progress of company objectives Help Files eDuties of the Management Representative Click on MR Training Modules Click on one of the links to the left to view the related document 8 5 1 Formatting Button Bar The formatting Button Bar follows standard windows protocol The attributes selected font face font size bold italic and underline are applied to any text that 1s highlighted Formatting selected justification bullet points and numbering applies to the paragraph in which the insertion point is placed 100 The zoom facility applies to the view of the document without affecting the actual document in any way Additionally layout marks can be switched on and off by toggling the Paragraph Marks button Dolphin Version 2 4 1011 1 8 20 22 May 2009 8 5 2 Document Ruler Bar 8 5 2 1 Insert Tabs The type of tab is selected before inserting into the ruler bar by repeatedly clicking on the Tab Marker Selector button Initially the selector shows a Left Tab Clicking 1t repeatedly causes the type of tab to advance to Right Tab Centre Tab Decimal Tab and Far Right Tab L 15D Select the Tab Marker required and then click on the Ruler Bar to place the Tab Marker at that location When selecting or positioning a Tab Marker the position from the left hand edge of the page appears next to the Tab Marker Selector
238. s Admin Only Meetings Equipment Checks Select a record in the table and double click it or press the View button to open up a single record in a Customer Form Within this form the toolbar buttons across the top work in exactly the same way that they do in all other records within the Data Centre Note If a new record is created the Contact Name and Telephone Number must be input and a description of the topic to enable the User to save the record Feedback Tab Customer Care Ble 3 Print fr Save gt lt Exit without Saving gf Save and Exit E Customer Care Number Commencement Date Raised 30 Mar 2007 11 34 54 lf the customer does not exist add the datails into the next tab then click update The customer details will then be added to the Customer combo Y Once completed click the submit button which generates the Acknowledge by Action by and Close by dates which then appear in the notes section If the Customer Care Record is saved without submission to the CC Controller Dolphin will automatically submit it When a user submits a new Customer Care record an email is sent to the authorizer informing him her that this record is awaiting authorization the email contains a link to the specific Customer Care record Customer Tab As soon as the Customer is selected on the Customer tab this tab 1s populated with the recorded cu
239. s report Selecting the View Report button on the right hand pane will result in the following report Updated Training Modules TM Introduction Purpose and Use of the System Trainees to Update Version Andrea 3 Andrew 3 Carl 3 This Report can then be printed or exported as detailed above Dolphin Version 2 4 1011 1 9 23 22 May 2009 9 3 9 8 Renewal Overdue There are no filtering options available for this report Selecting the View Report button on the right hand pane will result in the following report Renewal Overdue Trainee Overdue Renewal Date The report will list the names of the Trainees overdue for training e g refresher training and the date the training was due This Report can then be printed or exported as detailed above 9 3 10 Meeting Reports 9 3 10 1 Meeting Report There are no filtering options available for this report Selecting the View Report button on the right hand pane will result in the following style of report Meeting Minutes Meeting ID 4 Date Thursday 31 May 2007 Subject Periodic Review of the System Start Time 9 00 am Location Meeting Room Chairman Carl Notes First Periodic Review of the System Meeting Previous Meeting Meeting ID Business Continuity amp Disaster Recovery Client Report Customer Complaints Andrew Evaluation of the Effectiveness of the System Carl im provements This Report can then be printed or exported as d
240. s will cause the hyperlink to activate opening the destination file and moving the cursor to Dolphin Version 2 4 1011 1 8 14 22 May 2009 the Target within that file If there are no targets in the destination file the file 1s simply opened and the cursor set to the beginning of the document 8 3 17 4 Editing Hyperlinks Selecting the Hyperlink from the Edit Menu Hyperlink option opens the Hyperlink dialogue box as 1f you were creating a Hyperlink Changing the settings and clicking on OK saves the new settings for the entire hyperlink 8 3 18 ClTables 8 3 18 1 Creating Tables Tables can be added to documents Simply place the insertion point in the document where you want the table to appear Then click on the Insert Table button From the dialogue box select the size of the table in rows and column numbers Insert Table Rows Columns 5 Click on OK to insert the table into the document at the insertion point When the document is saved the table 1s embedded into the document The table can be visible or not by clicking on the Show Hide Grid Lines button when the insertion point is in the table 8 3 18 2 Editing Tables With the insertion point in the table a number of other buttons on the Tables buttonbar become available Adding and deleting rows and columns are all referenced to where the insertion point is in the table Inserting columns is either to the left or right of
241. sS cccccccccconoooncncnnnnnnnonononnnnnnnnnnnnnnanannncnnnnnos 8 1 8 1 1 2 Advanced Programming Capabilities c oooooonnncnnnnnnonnnnnnnnnnnnnnnnnononananinnnnnos 8 2 8 1 1 3 Localization Additional Languages oooncccncccccnonnoocnnnnnnnnnnnnnonononnnonononnnanonnnos 8 3 Sl UD OO Ped Ele Poma arial iba ron 8 3 8 1 1 5 Supported Programming Languages oooncccnccccccnnnnonnnnnnnnnnnnnnnnnnnnnnnnnnnnaninennnnnnnos 8 3 Das I Dai 8 4 8 2 1 Meana AAA A ey en emnenre nt r ty Tria 8 4 8 2 1 1 Fully Expanded Explorer BatS ooooonnccnncccnncnnoonnnnnnnnnnnonnnnnnnnnnnnnnnnnnannnnnnnnnnos 8 4 8 2 1 2 Only One Group Expanded in Explorer Bars cccccccnnnnonnncnnnnnnnnnnnnnnnnnnnnnnnnos 8 4 Bode DUE BT ie 8 4 8 3 1 NEWS Don adi biie lid 8 4 8 3 2 Open IMS Domme antaras pda iaa 8 4 8 3 3 LIO aro PP NU A O PA o E A A A I 8 5 8 3 4 A MA aeniecca pp oneugeemenensl ameter dass 8 5 ee O Emo teni his doc UCA ecatepec 8 6 8 3 6 Page E Uan pica 8 7 8 3 7 A EA E ESEE EE rE 8 7 A PREPA pr ie 8 7 A Sn 8 8 e A N 8 8 Os MO PA la 8 9 E A 8 9 e A ann ete capac eda E aeaenn eta eede rade eteetace 8 9 Be Ae OUI ACS secu tees kre e E UU ent 8 9 A AQgQ e e IR io pS 8 9 o Oi capa 8 9 Be o A a E 8 9 01 9 E TN EE E A E EA E E ETE A EE N EA N 8 9 e A II A A 8 9 8 3 11 EPL Edit Document Links cocina 8 10 So LL Creatine New GrOUD secccccsssinesciccccnstandatacanedecnssaniodsdasssncnovadindacatednccrecstadadenes 8 10 Sa L
242. se screen and automatically enters into the To Box the Username of the person who sent the selected mail so a reply can be sent Dolphin Version 2 4 1011 1 6 99 22 May 2009 Chapter 7 Process Centre HOME 7 1 Introduction The Process Centre 1s where the business and support processes can be represented in a graphical format It is the heart and soul of all the Process Map creation and navigation within Dolphin Process Flow i File Edit View Format Help e l Zoom 100 Normal 2 Font Microsoft Sans Serif v f Galeton Continual Improvement of the Quality Er P q amio Management System A Management Responsibility N Customer Requirements d Input Key al Value Adding Activities Infberatlos Fleas Uh lt j gt Edt On M102 Quality Management System Process Revision 57 Authorised SimonO Date 15 08 2004 Draw From here an Administrator or Process Owner can create and link any number of flowcharts Process Maps to any Centre within Dolphin any external program document any internal document or process map In short you can define the exact way you require your company to run Below is a description of the truly immense possibilities made possible from the Process Centre 7 2 Creating Process Diagrams A Process Diagram is a series of Nodes of various shapes and colours connected together by various Links There are four differen
243. sponsibility is listed against the job title aS Data Centre Actions Options Records Utilities E Group E Preview A View Type E a Show All Fields Home oa Print Y Close Recorde Internal Audit External Audit Job Title Name Actions lmprovements Job Title Accounts Administrator Customers Accounts Administrator Cheque writing eE Ee Accounts Administrator Petty Cash Suppliers y Job Title Accounts Manager Training Records Accounts Manager Cheque Writing Tere sere Job Title Finance Manager Finance Manager Cheque writing Job Title HA Manager HA Manager Cheque Writing Training Evaluation and Appraisal User Records Admin Only Meetings Job Tithe Managing Director Asset Register Managing Director Cheque writing Hire Dut Register Job Title Operations Director Returns Register Operations Director Petty Cash Risk Assessment Job Title Sales Executive Sales Executive Petty Cash SubRecorde Departments Click on one of the links to the left to see the related data When the responsibility or authority area is added to the job title 1t will automatically add the corresponding training module to that required training modules by job title list This ensures that all personnel undertaking the new of responsibility in accordance with their role may be trained and signed off as competent in this new area of responsibility before taking on the role 5 2 2 5 User Responsibility and Authority In a
244. st EndCap Arrows Small deg15 Filed Fale Flat Arrow ng Startlap None Small degl5 Filed Fals Flat Arnowh id None Small degl5 Filed Fals Lines tyle Bezler Jump None DashStyle Fenwidth Solid E 7 5 1 1 ArrowDst This stands for Arrow at Destination and sets the arrow style where it enters the new cell Many options exist to allow the User to make the link look exactly as desired 7 5 1 2 ArrowOrg As ArrowDst but this controls the origin of the link 7 5 1 3 ArrowMid As ArrowDst but this controls the middle section of the link Dolphin Version 2 4 1011 1 7 14 22 May 2009 7 5 1 4 Line Style This option controls the route and shape of the link For example VHV forces a link to leave the origin node in a Vertical Direction and then turn 90 degrees to go horizontally and then turn again to enter the destination node vertically tyle olyline Bezier pline HV HV VH VHVH HVHV VHVHV HVHVH 7 5 1 5 Jump This section determines what happens when 2 links cross paths None No jump displayed Are A little arc 1s displayed at the intersection of links Break JA break in the line 1s displayed at the intersection of links 7 5 1 6 Dash Style This section determines the dash style of the link so the process can display dotted or dashed lines etc 7 5 1 7 Pen Width This determines the thickness of the link 7 5 1 8 End Cap Line caps enable the
245. st as if it was a stand alone machine and attach the dongle to the correct port on this computer Change the Network Address in Preferences to show the IP Address of the server where the dongle resides Set up 1 e move the Live data area to a location on the server where all client machines will be able to access 1t Make a note of this location Dolphin is a robust system which will maintain its connection from your PC to the server even while your PC is hibernating and the only time connection will be lost would be if during this period all user licenses were being used Dolphin Version 2 4 1011 1 13 2 22 May 2009 A SOFA The programme used to run the networked system is called Loader exe and it is located in C Program Files Dolphin Software Updates to the DolphinNet exe file 1s by replacing the programme in the Live data area file with the new version When next activated from a client machine Loader exe will update the DolphinNet exe programme on that client computer The Test area in a networked system can either be that each client machine uses its own Test data area or the icons can be reprogrammed to point at a central Test data area that is accessible to all client machines or both or any combination 13 2 4 Activating the Software When using the software for the first time on any given machine you will activate a Security Unlock screen This message reads W
246. stomer details This can be amended if required By clicking on the Update Customer Contact Dolphin Version 2 4 1011 1 5 34 22 May 2009 re y Soft Details button the information stored in the Customer database is updated to this information The Update Customer Records button checks to see if the customer exists and if not offers the user the option of adding the new customer automatically to the customer database It is always worth checking the Customer details with the customer at this stage If the Customer details are held within Dolphin raising a Customer Care issue will automatically associate the issue with the relevant record once selected If the Customer Records are held in a separate database it is possible to use Dolphin only to log Customer Care issues raised and keep the customer account separate Customer Care de S 4 oHe Dos br f gt hai i BE Commencement Update Customer Contact Details Notes Tab The notes tab 1s to allow you to write down what the investigation was and why we are raising actions Customer Care DA A a Commencement acknow Close Date Date Acknowiedosb Actions Tab This tab holds any Actions and Improvements that are related to resolving this Customer Care issue They are created by selecting the Add Action button The Actions only ge
247. suspended If necessary reporting on a prior Action or Improvement is now reinstated Thirdly the originating function is updated with the Close Date and a tick in the box to show that it is completed if applicable Fourthly the Stage of the Action Improvement is updated to show Closed in the top right of the form Improvements Type Tab Definitions for Correction Corrective Action Preventive Action and Improvement are found on the fifth tab of the Action or Improvement form The information appearing in this tab is read from the DD Actions doc file found in the Docs subfolder This file can be edited using the IMS Centre 5 2 1 5 Customers This screen holds all the data relevant to a Customer including free text notes and Customer care issues such as complaints and customer satisfaction data Dolphin Version 2 4 1011 1 5 30 22 May 2009 The toolbar buttons across the top work in exactly the same way that they do in all other records within the Data Centre Customer Tab To add a new Customer Record select the list of Customers in the data Centre and click on the Add button The Customer ID must be input first and then press the OK button Make the Customer ID something that relates to their business with you their Sage Customer Account Their initial letter with some numbers etc DolphinMet Enter the Customer ID Cancel b S mith A blank Customer Record is now presented and it shou
248. t Owner Mail Group Omit From Audits The relevant data should be selected from the drop down lists and will build up the process tree If the Omit from Audits box is ticked it will not be possible to select the process in the Internal Audit record It is possible to designate a specific group of personnel to receive updates as to changes made via the Mail Group option and also to assign the Process Owner so that responsibility for management of the process is clearly identified Chapter 6 Mail Centre co 6 1 Introduction The Mail Centre is the place to send receive internal mail from other Dolphin Users When a User is logged in to the system the mail system is checked every 30 seconds to determine whether that User has new mail The User is automatically informed via on screen reminders of how many mails have not been read 1 e not ticked in the Accessed column Mail Received You Have New Mail s Clicking on the View Later button causes the reminder box to be cancelled These Mails can still be accessed via the Mail Centre button from the Dolphin Main Page Clicking on the View Now button causes the reminder box to be cancelled and takes the User to the Mail Centre Once in the Mail Centre the User can look at their InBox received mail and OutBox sent mail and can see whether they have read the sent mail Dolphin Version 2 4 1011 1 6 96 22 May 2009
249. t Owner Ruth Jenkins v Mal Grup Omit From Audits L The process can be linked to its parent process by selecting the relevant option from the drop down list and details such as the Process Owner and Mail Group can be entered When a process form name is changed the Process Tree will be updated automatically This will also occur when a new process is created Dolphin Version 2 4 1011 1 7 25 22 May 2009 7 6 4 Format Menu This menu holds all the formatting options used in the Process Centre These formatting options apply the selected format of the Reference Node to all of the Target Nodes Align Left Align Centre Align Right Align Top Align Middle Align Bottom mM Space H or te L i Space Y i Size Width Size Height t EN F 0 C 7 6 4 1 Align Left Upon selecting a group of nodes the User can vertically align all the left hand edges of the Target Nodes black handles with the left hand edge of the Reference Node white handles 7 6 4 2 Align Centre Upon selecting a group of nodes the User can vertically align all the centres of the Target Nodes black handles with the centre of the Reference Node white handles 7 6 4 3 Align Right Upon selecting a group of nodes the User can vertically align all the right hand edges of the Target Nodes black handles with the right hand edge of the Reference Node white handles 7 6 4 4 Align Top Upon sel
250. t added to the Actions tab when they have been raised and saved Dolphin Version 2 4 1011 1 5 35 22 May 2009 The Customer care record can only be closed if all Preventive Action amp Improvements have been closed The blue preview lines denote the Actions required in the Action and Improvement and are only shown if the Auto Preview preference Is set Customer Care Commencement Attachments Close Out Attachments Tab This tab is used to attach any documentary evidence that may be relevant to the incident For example you might comment that a certain document is in error and attach it to this tab for future viewing By attaching the document to this tab you preserve a copy of the document as it 1s for future reference You can also scan documents such as reports handwritten notes Certificates of Training a letter of complaint sent in by a Customer etc and they will become a permanent part of this Customer Care Record The functionality for these buttons is described in the Attachment Tabs section Dolphin Version 2 4 1011 1 5 36 22 May 2009 Customer Care SE Customer Care Number Commencement Feedback Customer Notes Actions Attachments Close Out Index Description Close Out The close out tab is a free text box that allows you to record what was done whether the customer was happy eventually etc The close out date is automatically entered as the system date but can
251. t completely bear in mind that another method of final contract revel would need to be developed 3 Neil Forsyth 437 Develop a method to ensure that customer signatures are obtained as agreement for work on instal lations to be carried out Tf there is verbal acceptance develop a method to ensure that this is documented us evidence of contract acceptance Le letter of confirmation of verbal order 4 Neil Forswth 437 Print out mew survey enquiry forms and issue them to all staff dealing with enquiries and surveys to ensure the correct form is used detailing omissible zones Remove any old versions of the enquiry and survey forms and destroy and Cor remove them from the computer file 3 Weil Forsyth av Print off Handover Check List System Performance Checks or Completion Certificates for Intruder COTY Access Control and then wh needed place in engineer packs for installation jobs Conduct training for engineering staff on the correct forms to use and how to fill the forms in and document this in the training records 5 Neil Forswth 437 Change the Enquiry form to ensure that there is space fora Risk Assessment or Risk Assessment statement as will be required by the European standards T Neil Forswth 437 Change the template specification to mention omissable zones duration of the sounder entry and exit routes E Neil Forsyth 437 Customer file 4879 did not have the final contract review signed In addition the specification had heen hand amend
252. t of Evaluation and Appraisal or as a result of an Action or Improvement Once allocated they can be initiated by selecting Manage Training Missing Required Modules from the Utilities Menu in the Data Centre Open an individual Training Record by double clicking on a record or select it from the list and click on the View button An Administrator may view all training records using the Show All Fields button on the toolbar A Manager will be able to view all records of personnel for whom they have supervisory or managerial responsibility i e Manager s will be able to view the records for all staff within their department Departmental responsibilities are set in the User Centre If a member of staff without manager or administrator privileges clicks on the show all function they will only be able to access their own training records Training Requested Tab First the User selects the name of the trainee from the drop down list If you know whether the required training module will be Internal or External you can select one of these radio buttons and the list of Training Modules will be restricted to Internal or External If you are not sure select All and the list of Training modules will show all registered training courses Select the Training Module from the list and ensure that it 1s the correct version number Dolphin Version 2 4 1011 1 5 40 22 May 2009 Training Records Commenc
253. t ways to create new Process Diagrams within the system 1 Create File from New 2 Copy Existing Diagram 3 Import Existing Diagram 4 Use the Drill Down function This method is recommended because it will automatically create an entry in the Process Tree Dolphin Version 2 4 1011 1 7 1 22 May 2009 UN qn O de Si EA A 7 2 1 L Create File from New To create a new Process Diagram from new open any Process Diagram click on the File menu and select New or click on the New icon on the button bar When prompted enter the Process Name DolphinNet Enter the new Process Name e g PROUT Cancel FR Hew Process This should begin with PR Some examples of this are PRO1 PR Help File 02 PR Main Process Map PR Sales 01 etc This will become the file name and will be saved with the extension flw in the FlowCharts subfolder There is a limit of 75 characters to this file name Click on OK and in the next dialogue box enter a description of the Process Diagram DolphinNet Enter the new Process Description e q OP205 Internal Audits Cancel This is a description of a new Process Map This information will appear on the Status Bar at the bottom of the Process Panel This can be changed at any time by an Administrator or Process Mapper clicking on Edit Change Form Name There is no need to be in Edit Mode to do this aii This ls a description of a new Process Map Athy
254. tail The Detailed Audit Reports can be printed out based on the selection or filtering criteria set up in the right hand panel Report Generator Report Explorer 7 Audit Detail E5 Reports Audit Repons A Audit List ay Audit Detail Audit Ho ey Improvement Reports iy Improvement List ea Improvement Detail Auditor Dn Improvements Overdue A Customer Reports Supplier Reports Manager 2 Mail Reports Audit Date F EB Department Reports nada eae ey User Reports Audit DateTo 4 External Reports 24 Training Reports Meeting Reports Complete Auditee El o Caesar Once the relevant criteria are selected clicking on the View Report button causes the Report to be generated on the screen Report Viewer File i y Home yf Close fo dP WHR x SBE wea MainAieport Internal Audit Detail Internal Audit Number Amditee Mew Forsyth Anditor Debbie Sutton Manager Barry Forsyth Audit Date 23 August 2005 Eri Auda of Installation Process hy reference bo customer files Audit Arca PR Processes Installation Audit Trail During the audit the following items were considered and reported upon if weaknesses were observed Staff Training Infrastructure Work Em ronment Customer Communication Internal Communicarion Noncompliances Documentation Records Improvements and Resources Lasi awdit carried que 76 Summary of last audit One noncconformance relating to Standard Specifications tot
255. tance of the Process Centre and reverts the system to the area of Dolphin that was being used before the Process Centre was opened 7 6 2 Edit Menu The edit menu is the place in Dolphin where most changes start Described below are the options available from this menu All of the options in this menu can only be performed in Edit Mode E 7 6 2 1 Undo Unido The Undo option removes the last amendment to the process map Please Note Only the actions that change the Flow diagram can be undoable 7 6 2 2 Cut Removes the Node from the page and stores the attributes in Font memory Change Edit Mode 7 6 2 3 Copy Leaves the Node on the page and stores the attributes in memory ki ca T MAS Change Form Mame Reset Selectable 7 6 2 4 Paste This option creates another node on the page from the attributes stored in memory Set Default Dolphin Version 2 4 1011 1 7 21 22 May 2009 7 6 2 5 Font This option allows the User to change the font or typesetting properties of one or many nodes Multiple nodes are selected by holding down the control key and selecting one or more nodes with the left mouse button 7 6 2 6 Change Edit Mode This option is only available to Administrators and changes into a mode showing the grid lines and allowing an Administrator to make changes to a process map or create new process maps The only time a process can be saved 1s within Edit Mode 7 6 2 7 Change Form Nam
256. te Sati Clhent Candidate lt Identification of Locum Opportunities to Pl Identification of Opportunities SL Finance Finance Support HR Recruitment HR Recruitment Support Complaints Handling Contract Management Support Procurement Process Procurement Process Support Sa 3589014 Dolphin Version 2 4 1011 1 7 28 22 May 2009 7 7 Button Bars 7 7 1 O New Pressing this button is the same as accessing the File Menu New option 7 7 2 Open Pressing this button is the same as accessing the File Menu Open option 7 7 3 AL Save This button is the same as accessing the File Menu Save option 7 7 4 B Page Setup Pressing this button is the same as accessing the File Menu Page Setup option 71 5 nan Print Preview Pressing this button is the same as accessing the File Menu Print Preview option 7 7 6 a Home Pressing this button closes the Process Centre and returns the User to the Dolphin Main Page 7 7 7 A Close Close Pressing this button closes the Process Centre and returns the User to the area that was open prior to opening the Process Centre 7 7 8 2 Undo Pressing this button is the same as accessing the Edit Menu Undo option 7 7 9 2 Cut Pressing this button 1s the same as accessing the Edit Menu Cut option 7 7 10 3 Copy Pressing this button is the same as accessing the Edit Menu Copy option 7 7 11 Paste This button 1s the same as accessing t
257. ted mail from either the Inbox or Outbox The User is prompted to confirm that this action is required 6 2 3 ht print Mail This button takes the User to the Mail Section of the Report Centre to print a single mail or list of mails produced from selecting various parameters 6 2 4 A Close Close This button closes the Mail Centre and returns the user to previous window open Dolphin Version 2 4 1011 1 6 98 22 May 2009 6 3 View Menu 6 3 1 ELS Group This button adds removes a Group Bar to the top of the mail list where a header can be dragged to group by that column e g the User can group all mails received from a certain individual together under that individual s heading See Creating Sorts on Groups 6 3 2 View Type This Option selects between a Table of emails with columns representing the individual fields and rows representing mails or Card view where each email is List View displayed in a format similar to a rolodex card Card View 6 3 3 Link to Outlook T ink to Outlook This button opens up a separate window to view external emails in either Microsoft Outlook or Microsoft Outlook Express From here the User can compose new external Email View External Mail or View Edit the Users Address book 6 4 Actions Menu 6 4 1 EFowad Forward Mail This button sends a copy of the selected mail to a specific individual or group 6 4 2 Behe Reply This button opens up a compo
258. the first cell Tab to the second cell and select the document s file name from the drop down list of files stored in the Docs subfolder In the third column you must type in the Document Title The Document field can be any text you like but this is what will appear on the Explorer Bar so shorter 1s better than longer You can link the document to a Process Map by selecting it in the fourth column From the drop down list you will be able to choose any valid Process Map that is Dolphin Version 2 4 1011 1 8 10 22 May 2009 listed in the FlowCharts subfolder Then press the Enter key on your keyboard This new entry will then be saved to the database Additionally a message can be added to a document e g This opens in MS Excel so that when a user clicks on the document name on the Explorer Bar the information is displayed A document may be added to more than one group for ease of reference However one revision history will be used for the document That is the document remains one file viewable in many locations 8 3 11 3 Close IMS Editor Clicking on the Close icon will close the IMS Editor and return you to the IMS Centre Newly created links will be available for use immediately 8 3 11 4 Deleting Document Links Select the document to delete from the right hand panel so that it is highlighted Click on the Delete Document button When asked confirm the request to delete the document
259. the Dolphin flowcharts sub folder The Revision history and the status bar are then updated with the data for this process Print 7 6 1 3 Close This button simply closes a process map 7 6 1 4 Import An administrator or consultant can import a process map from another copy of Dolphin perhaps on the consultant s laptop This will also update the revision history 7 6 1 5 Save This button saves the process map under a previously determined filename The User 1s required to enter text to describe what has changed from the last revision to allow the process to be saved this 1s automatically added to the revision history The process map revision text saved when a process is changed is sent within the email so that the user can identify the changes The email is sent to all users within the designated Mail Group 7 6 1 6 Save As This button acts as the save option except the User 1s also prompted for a file name Save As asks for an initial revision text and the process title so that the new process map does not have the same process name as a previous one Changing the process map name will take effect on all revisions thereby preventing the duplication of a process map in a list The Save As function will automatically create an entry in the Process Tree 7 6 1 7 Page Setup With this option the User can choose the layout of the page including size margins and orientation Please Note zoom factor als
260. tle is changed via the Edit facility it will not affect any previous internal or external records because these are historical records 5 2 2 21 Equipment Type New types of equipment are added in the subrecords section The subrecords must be populated to allow management of the Equipment Checks in the Records Section To add new equipment type the Add button should be selected and the following popup appears Please Select Equipment Type Sle CM Data Centre Actions Options Records Utilities i EA Grup Fx Preview 5 view Type gt ig FEl Show Al Fields i Home c Print g Close i Required Modules by Job Tithe Eui tT wpm A e Required Modules by User qupment typ Competency Levels Required Competencies Fax Machine ea E cdas de ue Ets Hef tm er tial et tial plum a NE E ML UR Photocopier ute Bus Grades o Customer Care Ratings A Customer Care Types Cause Codes Standards Equipment Type Type of Check Test Frequency Check Groups Audit Trail Department Items Audit Trail Process Items Audit Trail Results Meeting Types Click on one of the links to the left to see the related data Note when an item of equipment is deleted from the Equipment List all checks associated with the record e g PAT Visual etc are also deleted 5 2 2 22 Type of Check This subrecord is used to store the data for the Type of Check field used in the Equipment Checks records Dolphin Version 2 4 1011 1 5 88
261. turn Detail Attachments Equipment ID FLTOO1 Fork lift truck for hire s Hire Date 22 Map 2009 Payment Detail Purchase Order 00035 Invoice Mo A Cost 280 00 Pald When the equipment is returned the Return Detail tab should be selected and the relevant fields completed Dolphin Version 2 4 1011 1 5 66 22 May 2009 a Exit without Saving y Save and Exit E Hire Out Number Hire Detail Return Detal Attachments Returned 01 June 2009 w Return Condition Equipment returned in full working order Checked By Excess Payment for Late Retum or Damage Excess Cost 0 00 If the equipment was damaged upon return it is possible to add details of the excess paid by the customer in compensation for the damage Repatrs When an item of equipment develops a fault an action should be logged to resolve the fault The action 1s logged via the Repairs tab and the action added in accordance with the guidance on Actions Improvements BL Asset Register e Eo Print fl Save XX Exit Without Saving gf Save and Exit E Serial Number FLT Equipment Type Fork Lill Truck Description Fork lift truck for hire Acquisition l Checks Hire Out Alepairs Disposal Attachments Actions Improvements 2 Index Date Raised Raised By Prop Act Date Be Actioned By Add Action Retesh Actions Dolphin Version 2 4 1011 1 5 67 22 May 2009 Disposal When it is
262. uipment Checks O O O O 0 000 700 The Contents Menu and Toolbar also allows the user to view specific reports directly from the Overview screen these include Internal Audit List Action Improvement List Customer List Supplier List Department List Training Module List Training Record List Meeting Report Users o Equipment Checks Additionally the Contents Menu allows the User to select a specific process to view oO 0 O OUO O 2 3 1 1 1 Data Centre The Data Centre is the heart and soul of all the data storage within Dolphin It stores data relating to Subrecords and Records Dolphin Version 2 4 1011 1 3 2 3 1 1 2 IMS Centre This takes the User into the Integrated Management System IMS Centre the area where all internal Dolphin documents are stored and controlled 3 1 1 3 Mail Centre This Option is separated into 2 areas Mail Centre which takes the User to the Mail Centre the dolphin internal mail section and Link to Outlook the external mail link 3 1 1 4 Process Centre This option takes the User to the Process Centre the dolphin process mapping section 3 1 1 5 Report Centre This takes the User into the User into the Reports Centre where a multitude of reports can be produced and printed or exported 3 1 1 6 Schedule Centre This takes the User into the Schedule Centre where all schedules for the company can be arranged and printed 3 1 1 7 User
263. ules This Report can then be printed or exported as detailed above This report will not show personnel who have subsequently left the organization 9 3 9 6 Required Modules There are no filtering options available for this report Selecting the View Report button on the right hand pane will result in the following report Dolphin Version 2 4 1011 1 9 22 22 May 2009 Required Training Modules Job Title Alarm Response Operator Required Module TM Non Emergency Calls TM Personnel Induction TM Using the Computer System TM Termination of Service TM Telephone Information TM Staffing Levels TM Recruitment The required modules for each job title are listed in the report This Report can then be printed or exported as detailed above Missing by Module There are no filtering options available for this report Selecting the View Report button on the right hand pane will result in the following report Missing Required Modules UE AUN TM Access to Clients Premises Trainee Ernie Gareth META UM TM Access to the Centre Trainee Ernie Gareth UE na TM Control of ID Cards Trainee Ernie Gareth MENUS TM Control of Records Trainee Emie Gareth The report identifies any areas of outstanding training and the staff requiring the training This Report can then be printed or exported as detailed above 9 3 9 7 Updated Modules There are no filtering options available for thi
264. ules o Yn on ms ncouncere mains niscrenincinietcmmacinryd a PA ee Customer Complaints Handling Trained E Competency Levels Trainers Supplier Fault Types Customer Complaint Types Cause Codes Required Modules Required Competencies Standards Click on one of the links to the left to see the related data Simply select the Training Module the level of competence required for that task and the minimum number of personnel required for effectiveness You can have tasks covered by different quantities of staff trained to different competency levels 5 2 2 20 Standards This Subrecord holds a list of all the externally produced documents in use in the company The standards listed in this subrecord are linked to a copy of the relevant document in the IMS Centre As well as a ready reference for auditing to ensure that the latest versions of the documents are held the Subrecord is also required in the External Audit Report Data Centre Actions Options Records Utilities E Group Preview p view Type i Add Jero View x Delete B 5 Home Print mi Close Sub ecos Standard Departments Job Titles User Types User Breakdown Training Modules Competency Levels Trainers Supplier Fault Types Customer Complaint Types Cause Codes Required Modules Required Competencies Standards Click on one of the links to the left to see the related data Dolphin Version 2 4 1011 1 5 87 22 May 2009 If a standard ti
265. ult Cell Application Shadow Font Additionally a default mail group for Process Maps can be assigned in this section This 1s important if a particular department e g Human Resources must be kept informed of all changes made to process maps Dolphin Version 2 4 1011 1 4 7 22 May 2009 4 5 Coordinators Certain functions within Dolphin need a designated Coordinator This 1s mainly for reporting and notifications in a default situation Preferences System Prefs ga Network ID Link Explorer Th Processes Documents E Data Centre EA Schedule Centre Default Coordinator Administrator 1 v Cte Internal Audit Coordinator External Audit Coordinator Site Administrator Administrator 1 v Administrator 1 v Administrator 1 v One person can be designated as the Default Coordinator for all specified functions This is done in the Default Coordinator function on the Preferences Tab To designate individual functions to individual person use the Coordinators Tab and select the relevant Coordinator from the drop down list for each function Under the Coordinators tab there is the Site Administrator function When ticked this allows this person to enter Windows Login data in the user database amp administer the Dolphin Event Checker DEC 4 6 Documents Documents within the IMS Centre are meant to be live documents As soon as they are printed out they are no longer live an
266. yee Test Suppliers Training Reece Us ser Employee Test 2 User Manager 1 Trainer Records User Manager 2 Training Evaluation and Appraisal j User Mr Bloggs User Records Admin Only User Mr Smith Meetings PE mE E A TT tenia niacin Asset Register l o o Access to the Centre Hire Out Register Retums Register Fisk Assessment u ser Mike Cury SubRecords Departments Responsibility and Authority reas Job Titles Job Title Responsibility and Authority User Responsibility and Authority User Types User Breakdown Click on one of the links to the left to see the related data Dolphin Version 2 4 1011 1 5 86 22 May 2009 5 2 2 19 Required Competencies This Subrecord is used to pre define critical staffing levels in key tasks or all tasks if you want to The information contained in this Subrecord should represent the absolute minimum skill set to allow the company to achieve its corporate goals Data Centre E Actions Options Records Utilities Ee Es Preview p view Type E 3 Add ceView gt lt Delete Aranin Required Competencies Module ee Rating o o R eguired Departments Calibration Trainer Job Titles Calibration Competent H Dubh econez User Types Commissioning Systems Trainer User Breskdowa Commissioning Systems Trane CO y yaaa raving Mod

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