Oshkosh Supplier Portal



Table of Contents

Navigation 1

Login 1

Request Password 17

Request Username 24

iSupplier 31

Preferences 65

Change Password 65

Change Email Style 76

Notifications 82

View and Respond to Notification 82

View and Respond to Many Notifications 87

View Worklist (Full List) 108

Filter Worklist 124

View Worklist of Another User 133

Create Vacation Rule 146

Update Vacation Rule 177

Delete Vacation Rule 185

Grant Worklist Access 191

Update Worklist Access 210

Delete Worklist Access 219

Navigation

Login

Procedure

Follow the steps in this session to log into iSupplier.

1. Launch Browser

2. Enter URL

Oshkosh Employees:

LocalLogin.jsp

Oshkosh Suppliers:



TIP:  Save the URL as a favorite and/or as a shortcut on your desktop.

 

[pic] 

|Step |Action |

|  |Click in the User Name field. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |Enter the desired information into the User Name field. Enter a valid value e.g. "gekarper". |

| | |

| |Oshkosh Suppliers:  Enter work email address. |

| | |

| |Oshkosh Employees:  Enter network login name |

 

[pic] 

|Step |Action |

|  | |

| |Click in the Password field. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |Decision: Please make a selection from the options listed below. |

| |Existing User |

| |Go to step 5 on page 5 |

| |New User Initial Login |

| |Go to step 9 on page 9 |

 

[pic] 

|Step |Action |

|  | |

| |Enter the desired information into the Password field. Enter a valid value e.g. "training". |

 

[pic] 

|Step |Action |

|  | |

| |Click the Login button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Login button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |End of Procedure. Remaining steps apply to other paths. |

 

[pic] 

|Step |Action |

|  |Enter the desired information into the Password field. Enter a valid value e.g. "welcome1". |

| | |

| |NOTE:  Your initial password will be provided to you in an email.  You will be prompted to change this password|

| |during your initial login. |

 

[pic] 

|Step |Action |

|  | |

| |Click the Login button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click in the Current Password field. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Enter the desired information into the Current Password field. Enter a valid value e.g. "welcome1". |

 

[pic] 

|Step |Action |

|  | |

| |Click in the New Password field. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Enter the desired information into the New Password field. Enter a valid value e.g. "training". |

 

[pic] 

|Step |Action |

|  | |

| |Click in the Re-enter New Password field. |

| |[pic] |

[pic] 

|Step |Action |

|  | |

| |Enter the desired information into the Re-enter New Password field. Enter a valid value e.g. "training". |

 

[pic] 

|Step |Action |

|  | |

| |Click the Submit button. |

| |[pic] |

| |Go to step 8 on page 8 |

Request Password

Procedure

Follow the steps in this session when you have fogotten your password and need to request a new password.

 

[pic] 

|Step |Action |

|  | |

| |Click the Login Assistance link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click in the User Name field. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Enter the desired information into the User Name field. Enter a valid value e.g. "fwescoe@". |

 

[pic] 

|Step |Action |

|  | |

| |Click the Forgot Password button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |Point to the Confirmation object. |

| | |

| |NOTE:  Confirmation of successful password reset request.  Contact your Supplier Administrator (external users)|

| |or your Portal Analyst (internal users) if you do not receive an email within 15 minutes.  The email that you |

| |receive will contain your new password. |

 

[pic] 

|Step |Action |

|  | |

| |Click the OK button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |End of Procedure. |

Request Username

Procedure

Follow the steps in this session when you have fogotten your username.

 

[pic] 

|Step |Action |

|  | |

| |Click the Login Assistance link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click in the Email field. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Enter the desired information into the Email field. Enter a valid value e.g. "fwescoe@". |

 

[pic] 

|Step |Action |

|  | |

| |Click the Forgot User Name button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |Point to the Confirmation object. |

| | |

| |NOTE:  Confirmation of successful request to retrieve your username.  Contact your Supplier Administrator |

| |(external users) or your Portal Analyst (internal users) if you do not receive an email within 15 minutes.  The|

| |email that you receive will contain your username. |

 

[pic] 

|Step |Action |

|  | |

| |Click the OK button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |End of Procedure. |

iSupplier

Procedure

Follow the steps in this session to learn how to navigate or move around in iSupplier. 

To navigate in iSupplier use the below noted items.  DO NOT use your browser buttons Using your browser buttons to navigate within iSupplier WILL cause page errors.

Tabs

Sub-Tabs

Hyperlinks

Buttons

Icons

List of Values (LOV)

 

[pic] 

|Step |Action |

|  |Point to the Home link. |

| | |

| |This is a tab.  Click on any tab to display a given page of information.  Tabs may vary based upon your |

| |responsibility. |

 

[pic] 

|Step |Action |

|  |Point to the Notifications object. |

| | |

| |This is a page section header or grouping of items on a page. |

 

[pic] 

|Step |Action |

|  |Point to the Purchase Orders link. |

| | |

| |This is a hyperlink (any underlined word).  Click on a hyperlink to open another page or perform a task. |

 

[pic] 

|Step |Action |

|  |Point to the Home link. |

| | |

| |This is another example of a hyperlink. |

 

[pic] 

|Step |Action |

|  |Point to the Full List button. |

| | |

| |This is a button.  Click on a button to open another page or perform a task. |

 

[pic] 

|Step |Action |

|  |Click the Orders link. |

| | |

| |This is a tab. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |Click the Purchase Orders link. |

| | |

| |This is a sub-tab.  Click on any sub-tab to display a given page of information.  Tabs may vary based upon your|

| |responsibility. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |This is the name of the page.  |

| | |

| |TIP:  Should you need to report and issue it is important to note which page you are on when you experienced |

| |the issue. |

| |Point to the Purchase Orders object. |

 

[pic] 

|Step |Action |

|  |Click in the Operating Unit field. |

| | |

| |This is a searchable field.  Note the search icon. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |Enter the desired information into the Operating Unit field. Enter a valid value e.g. "JLG%Amer%". |

| | |

| |The percent sign (%) can be used as a wildcard on searchable fields, when you don't know or don't care to type |

| |the entire value that you are searching for. |

 

[pic] 

|Step |Action |

|  |Press [Tab]. |

| | |

| |Use the tab key on your keyboard to move to the next field. |

| | |

| |TIP:  You can enter the any part of the value surrounded by the percent sign (%) and then hit the Tab key.  The|

| |system will search and find any values that contain the text contained within the percent sign (%). |

 

[pic] 

|Step |Action |

|  | |

| |Enter the desired information into the PO Number field. Enter a valid value e.g. "P626022". |

 

[pic] 

|Step |Action |

|  | |

| |Click the Go button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |Click the P626022 link. |

| | |

| |This is another example of a hyperlink. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |Click the Actions list. |

| | |

| |This is a list of values (LOV).  Also referred to as a drop down list. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |Point to the Export button. |

| | |

| |By clicking the Export button |

| |you can open and/or save the given page information in an Excel (.xls) file. |

 

[pic] 

|Step |Action |

|  |Click the Orders: Purchase Orders link. |

| | |

| |This is your navigation path that is recorded as you drill into the details of a transaction such as a purchase|

| |order.  Click on the hyperlink to return to a previous page. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |Click the Search for PO Number button. |

| | |

| |This is a search icon.  Click on a search icon to open a search page to assist in finding the correct value. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click in the Search By field. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Enter the desired information into the Search By field. Enter a valid value e.g. "P626022". |

 

[pic] 

|Step |Action |

|  | |

| |Click the Go button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Quick Select button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Finance link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click in the Supplier field. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Enter the desired information into the Supplier field. Enter a valid value e.g. "PARKER". |

 

[pic] 

|Step |Action |

|  |Press [Tab]. |

| | |

| |TIP:  You can enter the first part of the supplier name and hit the Tab key.  The system will search and find |

| |any supplier values that begin with PARKER.  If it finds more than one you will be prompted to select one of |

| |the values. |

 

[pic] 

|Step |Action |

|  | |

| |Click the Quick Select button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Go button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |Point to the Sorted in descending order button. |

| | |

| |This the Sort button.  It can typically be found on pages that display search results in a row and column |

| |format. |

 

[pic] 

|Step |Action |

|  |Click the Invoice link. |

| | |

| |TIP: Click on a column heading to determine if it is a sortable column. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Sorted in ascending order button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Home link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Logout link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |End of Procedure. |

Preferences

Change Password

Procedure

Follow the steps in this session to modify your password.  If you forget your password or cannot login, Oshkosh Employee are to contact their Portal Analyst and Oshkosh Suppliers are to contact their Supplier Administrator and ask for their password to be reset.

 

[pic] 

|Step |Action |

|  | |

| |Click the Preferences link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click in the Old Password field. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Enter the desired information into the Old Password field. Enter a valid value e.g. "superhero". |

 

[pic] 

|Step |Action |

|  | |

| |Press [Tab]. |

 

[pic] 

|Step |Action |

|  | |

| |Enter the desired information into the New Password field. Enter a valid value e.g. "training". |

 

[pic] 

|Step |Action |

|  | |

| |Press [Tab]. |

 

[pic] 

|Step |Action |

|  | |

| |Enter the desired information into the Repeat Password field. Enter a valid value e.g. "training". |

 

[pic] 

|Step |Action |

|  | |

| |Click the Apply button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |NOTE:  Confirmation that you password was changed successfully. |

 

[pic] 

|Step |Action |

|  | |

| |Click the Home link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |End of Procedure. |

Change Email Style

Procedure

Follow the steps in this session to modify your Email Style.  The email style control if you receive your notification via email and in what email format.  The preferred, recommended and fully supported Email Style is Email with HTML attachments.

 

[pic] 

|Step |Action |

|  | |

| |Click the Preferences link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |Click the Do not send me mail list item. |

| | |

| | |

| |TIP: You may have to scroll down on the page to view Email Style. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Apply button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |Click the desired object. |

| | |

| | |

| |NOTE:  The confirmation that your change to Email Style was successful. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Home link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |End of Procedure. |

Notifications

View and Respond to Notification

Procedure

Follow the steps in this session to view and respond to a single notification from the Home tab.

 

[pic] 

|Step |Action |

|  |Click the Notifications object. |

| | |

| |NOTE:  Notification section of the home page lists ONLY the last five notifications that you have received. |

 

[pic] 

|Step |Action |

|  | |

| |Click the Standard Purchase Order P628646, 1 has been Accepted by GATES RUB link. |

 

[pic] 

|Step |Action |

|  |Click the OK button. |

| | |

| |NOTE: This is an example of an FYI (for your information) notification. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Home link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |End of Procedure. |

View and Respond to Many Notifications

Procedure

Follow the steps in this session to view and respond to more than one notification and to understand the fundamental difference between an FYI and Action Notification.

 

[pic] 

|Step |Action |

|  |Click the Notifications object. |

| | |

| |NOTE:  Notification section of the home page lists ONLY the last five notifications that you have received. |

 

[pic] 

|Step |Action |

|  | |

| |Click the Full List button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Point to the Worklist for object. |

 

[pic] 

|Step |Action |

|  |Click the View list. |

| | |

| |TIP:  Be sure your view (filter) is approrpriate. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the SUPPLIERGATESJLG2 option. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the FAITH KRANYECZ option. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Open button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |Point to the This notification does not require a response. object. |

| | |

| |NOTE: This is an example of an FYI notification. |

 

[pic] 

|Step |Action |

|  |Point to the Standard Purchase Order P628645, 0 has been Accepted by GATES RUB object. |

| | |

| |This is your subject line. |

 

[pic] 

|Step |Action |

|  |Point to the Continue button. |

| | |

| |The Continue button continues to the next notification that was selected on the Worklist, leaving the FYI |

| |notification Open. |

 

[pic] 

|Step |Action |

|  |Point to the OK button. |

| | |

| |The OK button closes the FYI notification. |

 

[pic] 

|Step |Action |

|  |Point to the Request Information button. |

| | |

| |The Request for Information button opens another page that will allow you to request information from another |

| |iSupplier user. |

 

[pic] 

|Step |Action |

|  |Point to the Return to Worklist link. |

| | |

| |The Return to Worklist hyperlink will return to your Worklist, leaving the FYI notification and all previously |

| |selected notifications Open. |

 

[pic] 

|Step |Action |

|  | |

| |Point to the OK button. |

 

[pic] 

|Step |Action |

|  | |

| |Click the OK button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |Point to the Change requests from GATES RUBBER CO for Standard Purchase Order object. |

| | |

| |NOTE: This is an example of an Action notification, or one that requires your response. |

 

[pic] 

|Step |Action |

|  |Point to the Accept button. |

| | |

| |NOTE:  This is an example of a response button.  Response buttons may vary depending on the type of action |

| |notification being viewed. |

 

[pic] 

|Step |Action |

|  |Point to the Reject button. |

| | |

| |NOTE:  This is the other response button for this notification. |

 

[pic] 

|Step |Action |

|  | |

| |Click the Return to Worklist link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Home link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |End of Procedure. |

View Worklist (Full List)

Procedure

Follow the steps in this session to view your Worklist or full list of your notifications.

 

[pic] 

|Step |Action |

|  |Click the Notifications object. |

| | |

| |NOTE:  Notification section of the home page lists ONLY the last five notifications that you have received. |

 

[pic] 

|Step |Action |

|  |Click the Full List button. |

| | |

| | |

| |NOTE:  Your entire list of notications (Worklist) can be viewed by clicking on the Full List button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |Point to the Worklist object. |

| | |

| |TIP: The Worklist displays all your notifications based upon the View (filter) currently selected.  In this |

| |case Open Notifications. |

 

[pic] 

|Step |Action |

|  |Point to the From object. |

| | |

| |The From column indicates who sent the notification. |

 

[pic] 

|Step |Action |

|  |Point to the Type object. |

| | |

| |The Type column indicates the type of notification sent. |

 

[pic] 

|Step |Action |

|  |Point to the Subject object. |

| | |

| |The Subject column indicates the purpose and some details about the notification. |

 

[pic] 

|Step |Action |

|  |Point to the Sent object. |

| | |

| |The Sent column indicates when the notification was sent. |

 

[pic] 

|Step |Action |

|  |Point to the Due link. |

| | |

| |The Due column indicates when the notification is due (if applicable). |

 

[pic] 

|Step |Action |

|  |Point to the Sorted in descending order button. |

| | |

| |Any of these columns can be sorted. |

 

[pic] 

|Step |Action |

|  | |

| |Click the Sorted in descending order button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Subject link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Point to the Sorted in ascending order button. |

 

[pic] 

|Step |Action |

|  | |

| |Click the Sorted in ascending order button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Home link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Home link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |End of Procedure. |

Filter Worklist

Procedure

Follow the steps in this session to filter your Worklist by worklist views.

 

[pic] 

|Step |Action |

|  |Click the Notifications object. |

| | |

| |NOTE:  Notification section of the home page lists ONLY the last five notifications that you have received. |

 

[pic] 

|Step |Action |

|  | |

| |Click the Full List button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the View list. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the All Notifications list item. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Go button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |Click the Next 25 link. |

| | |

| |NOTE: Only 25 notifications can be viewed per page. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Previous 25 link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Home link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |End of Procedure. |

View Worklist of Another User

Procedure

Follow the steps in this session to view the Worklist of another user. 

NOTE:  The 'other' user MUST Grant Worklist Access to you to view and respond to the 'other' user's worklist.

 

[pic] 

|Step |Action |

|  | |

| |Click the Full List button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |Point to the Worklist for object. |

| | |

| |NOTE: You are viewing the Worklist for the user noted here. |

 

[pic] 

|Step |Action |

|  | |

| |Click the Switch User button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |Point to the Current User object. |

| | |

| |NOTE: The Current User |

 

[pic] 

|Step |Action |

|  | |

| |Click the Carbaugh, Jason option. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Apply button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |Click the Worklist for object. |

| | |

| |NOTE: You are now viewing the Worklist for Carbaugh, Jason. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Switch User button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Karper, Glenn option. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Apply button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Worklist for object. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |Point to the Worklist for object. |

| | |

| |NOTE: You are now viewing the Worklist for Kaper, Glenn. |

 

[pic] 

|Step |Action |

|  |End of Procedure. |

Create Vacation Rule

Procedure

Follow the steps in this session to create a Vacation Rule.  Vacation Rule is a feature of iSupplier that allows other users to view and respond to your notifications during your work absences

 

[pic] 

|Step |Action |

|  | |

| |Click the Full List button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Vacation Rules link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Create Rule button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |Point to the Item Type list. |

| | |

| |NOTE: We recommend using the --ALL-- option only. |

 

[pic] 

|Step |Action |

|  | |

| |Click the Item Type list. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the --All-- list item. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Next button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |NOTE: The default value for Start Date is today's date and current time. |

| |Click the Start Date button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Next month button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the 1 link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |Click the End Date button. |

| | |

| |NOTE:  End date is optional but highly recommended. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Next month button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the 7 link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Enter the desired information into the Message field. Enter a valid value e.g. "Please reponse to my |

| |notification during my work absence.". |

 

[pic] 

|Step |Action |

|  |Decision: Please make a selection from the options listed below. |

| |I know full name of the delegate |

| |Go to step 16 on page 16 |

| |I don't know the full name of the delegate |

| |Go to step 22 on page 22 |

 

[pic] 

|Step |Action |

|  | |

| |Click in the Reassign field. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |Enter the desired information into the Reassign field. Enter a valid value e.g. "Pipkorn, Ellen". |

| | |

| |TIP: Names are in full name format - last name, first name.  |

 

[pic] 

|Step |Action |

|  | |

| |Press [Tab]. |

 

[pic] 

|Step |Action |

|  | |

| |Click the Apply button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Return to Worklist link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |End of Procedure. Remaining steps apply to other paths. |

 

[pic] 

|Step |Action |

|  | |

| |Click the Search for User or Role button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the object. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| | |

| |TIP:  Search By Name, User Name or Email (address). |

| |Click the Search By list. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Email list item. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Enter the desired information into the Search By field. Enter a valid value e.g. "sehopkins@". |

 

[pic] 

|Step |Action |

|  | |

| |Click the Go button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Quick Select button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Apply button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Home link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |End of Procedure. |

Update Vacation Rule

Procedure

Follow the steps in this session to update an existing Vacation Rule.

 

[pic] 

|Step |Action |

|  | |

| |Click the Full List button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Vacation Rules link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Update the vacation rule button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |Click in the End Date field. |

| | |

| |In this example we are updating the End Date from the 7th of June to the 14th of June.  |

| | |

| |NOTE:  Any field can be updated. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Enter the desired information into the End Date field. Enter a valid value e.g. "14". |

 

[pic] 

|Step |Action |

|  | |

| |Press [Tab]. |

 

[pic] 

|Step |Action |

|  | |

| |Click the Apply button. |

| |[pic] |

 

[pic] 

Delete Vacation Rule

Procedure

Follow the steps in this session to delete an existing vacation rule.

 

[pic] 

|Step |Action |

|  | |

| |Click the Full List button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Vacation Rules link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Delete the vacation rule button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Yes button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Return to Worklist link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |End of Procedure. |

Grant Worklist Access

Procedure

Follow the steps in this session to Grant Worklist Access.  Worklist Access is a feature of iSupplier that allows other users to view and respond to your notifications on your behalf

 

[pic] 

|Step |Action |

|  | |

| |Click the Full List button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Worklist Access link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Grant Worklist Access button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |Decision: Please make a selection from the options listed below. |

| |I know the full name of the delegate |

| |Go to step 5 on page 5 |

| |I don't know the full name of the delegate |

| |Go to step 15 on page 15 |

 

[pic] 

|Step |Action |

|  | |

| |Click in the Name field. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Enter the desired information into the Name field. Enter a valid value e.g. "Pipkorn, Ellen". |

 

[pic] 

|Step |Action |

|  | |

| |Press [Tab]. |

 

[pic] 

|Step |Action |

|  |Click the Start Date button. |

| | |

| |NOTE: The default value for Start Date is today's date. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the object. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the July list item. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the 10 link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |NOTE:  Optionally enter in values for Description and End Date before clicking the Apply button.  We recommend |

| |leaving Grant Access to All Item Types. |

| |Click the Apply button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Return to Worklist link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |Follow the steps in this session to Grant Worklist Access.  Worklist Access is a feature of iSupplier that |

| |allows other users to view and respond to your notifications on your behalf. |

| |End of Procedure. Remaining steps apply to other paths. |

 

[pic] 

|Step |Action |

|  | |

| |Click the Search for User or Role button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |TIP:  Use the Search By LOV to Search By Name, User Name or Email (address). |

| |Click in the Search By field. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Enter the desired information into the Search By field. Enter a valid value e.g. "%Ellen%". |

 

[pic] 

|Step |Action |

|  | |

| |Click the Go button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Quick Select button. |

| |[pic] |

| |Go to step 8 on page 8 |

Update Worklist Access

Procedure

Follow the steps in this session to update an existing Worklist Access.

 

[pic] 

|Step |Action |

|  | |

| |Click the Full List button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Worklist Access link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click in the Description field. |

 

[pic] 

|Step |Action |

|  | |

| |Enter the desired information into the Description field. Enter a valid value e.g. "Access for Ellen Pipkorn". |

 

[pic] 

|Step |Action |

|  | |

| |Click in the End Date field. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Enter the desired information into the End Date field. Enter a valid value e.g. "31-Jul-2009". |

 

[pic] 

|Step |Action |

|  | |

| |Click the Apply button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Return to Worklist link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |End of Procedure. |

Delete Worklist Access

Procedure

Follow the steps in this session to delete an existing Worklist Access.

 

[pic] 

|Step |Action |

|  | |

| |Click the Full List button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Worklist Access link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Select to delete this grant button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Apply button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Return to Worklist link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |End of Procedure. |

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