Requirements: 1. IE 7 2. 1GB Ram LIVE URL: http://eamprd.allencanning.net/web/base/logindisp?tenant=PROD TEST URL: http://eamtrn.allencanning.net/web/base/logindisp?

tenant=TRAIN This will bring you to the login screen. Login Screen:

EAM General Overview EAM General Overview:

Note popup will need to be enabled on this site to access the home page. This can be found on this page under Tools/pop-up blocker/pop-up blocker settings. Add http://eamprd.allencanning.net/web/base/logindisp?tenant=PROD and http://eamtrn.allencanning.net/web/base/logindisp?tenant=TRAIN then click the close button. Place User name and password and click the login button. You will be forced to change password after first login.

Notes:

Page 1 of 22

EAM General Overview

This will bring you to your home page.

Notes:

Page 2 of 22

EAM General Overview

Lay out of pages:

Notes:

Page 3 of 22

EAM General Overview

Record options and keyboard shortcuts: 1. Add: 2. Save: 3. Previous Screen: 4. Delete Record: 5. Next Record: 6. Previous Record: 7. Copy Record: 8. Reset Screen: 9. Print Record: 10. Print Preview: 11. Help: ALT+H (Note this help button is for the screen you are on. The upper help is all of the system) 12. Screen Designer:
(system administrators only) ALT+E CTRL+S or F10 CTRL+Left Arrow or F11 CTRL+D or CTRL+F6 CTRL+Down Arrow CTRL+Up Arrow CTRL+F or F4 CTRL+R ALT+P

Notes:

Page 4 of 22

EAM General Overview

My Account: Clicking this will allow a User to Change their password, Email, timeout of Success message. When you change password click the save button after new one is entered. Click the Browse button to return to your start page. (NOTE: PASSWORD WILL NOT CHANGE AFTER FIST LOGIN UNTIL YOU CHANGE IT) Do not share passwords THE USER ID WILL BE
LOGGED PER TRANSACTION

Notes:

Page 5 of 22

EAM General Overview

Personalize Start page: 1. KPI Creation / Maintenance 2. Inbox Creation / Maintenance

To Personalize click the Personalize button to bring up the modify inbox. INBOX MODIFICATION

Notes:

Page 6 of 22

EAM General Overview

Click the lookup button next to the Inbox code which brings up the lookup window.

Select the Code by double clicking or clicking once and clicking the Ok Button. Select the tab you want from the drop down. Check the auto refresh if you would like this option. Click the Submit then Close to place on start page.

(Follow the same Procedure for above for the KPI Modification)

Page 7 of 22

EAM General Overview

This will add option to your start page.

To remove KPI go to the Personalize option and click the Delete Inbox Option. And click the submit button to close and remove the KPI.

Notes:

Page 8 of 22

EAM General Overview

Notes:

Page 9 of 22

EAM General Overview

Navigation options To view options from home page (Or any page/field)

Notes:

Page 10 of 22

EAM General Overview

Within any screen there are navigation buttons. Mouse over icons will show you the options available to you.

Options that are not accessible by you will be grayed out. Orange / yellow = required White = optional Gray = could not change if you had to.

Notes:

Page 11 of 22

EAM General Overview

Tabs in EAM

Notes:

Page 12 of 22

EAM General Overview

The Data Spy / Quick Filter bar. Data Spy gives options gives a more selective option of records retrieved. The Quick filter narrows the search criteria even more. The drop down on each gives more options on searching/filtering. The run button runs the search: or pressing the F8 key.

Notes:

Page 13 of 22

EAM General Overview

List view tab gives All Records in the module (Screen). If mouse cursor is in no field then F7 will brings up a more selected search criteria with the dataspy and quick filter as shown below: F8 Runs the Data Spy.

If you know one or more the search will allow multiple fields to narrow your search. NOTE if you press F7 again and there is data there it will remain until you clear it doing this will hinder any lookups moving forward with another record. Make sure all data is removed before looking up another record in the screen.

Notes:

Page 14 of 22

EAM General Overview

When Record is found double click to select the record or click once to select (which makes the record selected blue) then click once on the Record View tab to see the details.

Grey fields are not updateable: Orange fields are required: White are optional:

Notes:

Page 15 of 22

EAM General Overview

To edit tab location/name and or position click the edit icon on the data spy / quick filter bar:

To add a new Data Spy click the NEW button: DO NOT SAVE AS DEFAULT. This will make it come up to that one every time you enter that screen.

You can add a more selected quick filter. To add an option to your Data spy use the drop down by clicking the new and typing name and then the filters you want to see in the tab you created. To add more search options click on the add line. You can click the and to make it an or to help your filter

Notes:

Page 16 of 22

EAM General Overview

Then click the layout on the left to show columns and order of columns on your data spy. You can move them up or down in the list by selecting the field and using the up or down arrows on the left of the screen. (Or change the column positions by clicking the header of the column in the work screen and hold down to drag to the position you want the column and release the mouse). Then click the save button to save changes. You can also make this your default (which will bring this up on your first tab of the screen you are on when making changes)

Notes:

Page 17 of 22

EAM General Overview

Exporting Records to Excel or saving grid layout for your own screen layout.

Notes:

Page 18 of 22

EAM General Overview

Changing from Ascending to Descending is as easy as double clicking the column headers to change.

Notes:

Page 19 of 22

EAM General Overview

Modifying the layout of your screen views: Modifications can be made to each of the list view screens by the end user. These changes are user specific changes to each user and not global changes to the system. Simply select the save icon

Notes:

Page 20 of 22

EAM General Overview

Click and hold the column header of the column you want to move. Holding the mouse button down drag the header on top of the column header to where you want the column to appear then release the mouse button. To save the order and sizes in the list view. of the columns, click in the upper-right save button

Notes:

For the resizing of columns in the any of the List View tabs. Open any page or lookup containing a list of records. After the system displays a list of the records, position your mouse over the right-hand border of the column to resize. The system displays from the mouse icon. Click and hold the column border, and then drag the border to the desired width of the column. Release the mouse button and click the save button. Press ok in message bar to return to your page.

Page 21 of 22

EAM General Overview

Notes:

Page 22 of 22