Job Request Systems JRS 4.0 JRS Support Team Aug 2016

Agenda Introduction Contact Information JRS Setup Request JRS ID JRS Access Level Definitions Submit an Add, Change, Delete, Issue or Temp request Locating a Request Approving a Request Status Flow Life Cycle Other functions in JRS Forgot Password link User preferences Search Security key symbol Finding Group Owners Finding Approvers Export to Excel

Introduction Production Support Team (Scheduling) uses JRS website to process requests for scheduling tools. Supported Scheduling Tools: - CA AutoSys, and CA7 are the HP tools of choice - Control-M, ESP, IBM, Advance Job Scheduler, OneAutomation, FAQS, Jobmaster, OPC, ROBOT Scheduler, TWS, Unicenter, NSM-JMO, UC4, Zeke, Zena, and Zebb. Permanent and temporary requests

Contact Information Hours of operation – Monday thru Friday for North America - 06:00-16:00 (Pacific) - 07:00-17:00 (Mountain) - 08:00-18:00 (Central) - 09:00-19:00 (Eastern) - Or Specific Scheduling Groups has their own hours. Batch Scheduling Processes - Permanent Add/Change/Delete requests between 2 business days - Larger requests (25 or more) within 10 business days - Temporary requests within 2 hours After hours support -Contact Batch Monitoring (also known as Cycle Monitors or Tech OPS) -Provide 24/7 support for problems Support Hours and Processes

Contact Information (Cont) On call/ USA- Contact On Call Batch Scheduler Contact by (business hours) AMSITOProdSup- Contact appropriate monitoring support- they can contact on call scheduler. From JRS Home Page, there is a link for : Scheduling and Monitoring Contact Information.

JRS Setup Define Company Define Group(s) under company to support account requirements Define Scheduling support (PSSR – Primary Support Sub Region) Define Tool to groups JRS IDs * Account determines who is responsible for individuals/access levels (Group Owner). * Group owner – First defined to confirm other individuals and assign access levels. * Account determines who submits requests with/without approval. * Individuals request a JRS ID and are confirmed by the group owner.

Request JRS ID Open internet browser Go to Click on “Request a JRS ID” Create a JRS ID account

Request JRS ID (Cont) Fill in the required form Make sure that your password complies with the minimum complexity requirements. Select the appropriate company. If company is not defined to JRS, send to When company is defined – the subgroup names need to be determined – one subgroup or multiple subgroups? Then a group owner needs to be defined for the subgroup. JRS ID Request

Request JRS ID (Cont) Select appropriate Company and Sub Group. If you select a sub group that does not have a group owner, an will been sent to JRS Support to handle your request. Otherwise the group owner receives an notification. Select “Create User” to submit your information. An will be sent to group owner to confirm JRS ID. Note: Only one JRS ID is required, if user needs to belong to more than one company/subgroup, the group owner or JRS Support can add JRS ID to other companies/subgroups. JRS ID Request

Request ID Confirmation This page will confirm the information has been sucessfully been received JRS ID Request

JRS Access Levels Definition Scheduler Scheduler access for company Enterprise Hosting…Accounts may or may not see this option. Group Owner Should be defined to subgroup first. Confirms JRS ID requests to company/subgroup they are defined as group owners. Maintains list of individuals and access levels for subgroup. Group owner instructions link available from View Users. Approver Approves requests submitted by Requestors. Type: Only one of the below access levels should be selected. View Only – Able to access JRS, but unable to submit requests. Requestor – Able to submit requests that requires further approval. Authorized Requestor - Able to submit requests without further approval.

Submit an Add, Change, Delete, Issue or Temp Request From JRS Home Page, on the left hand side: Click on desired request type

Submit an Add, Change, Delete, Issue or Temp Request (Cont) Select Options and choose appropriately. Select Company. Select group. Select system Fill out the system/tool input form. Able to attach files with the “Browse” button. Will also be able to delete attachment. Add additional notification separated by a semicolon. Fill in appropriate fields in form to communicate requested details. Select “Submit New Request” at bottom of page.

Submit an Add, Change, Delete, Issue or Temp Request (Cont) Once your request is submitted, a message will be displayed to let the user know the Request Identification number (ReqId) and the initial status. Awaiting Approval or Open. Note: In the screenshot the request status is in open status because of the access level of the user.

Locating a Request Go to “Search” on the toolbar OR the appropriate request queue (permanent / temporary / awaiting approval) and look for request identification number (ReqID). To open request, select the system image located at the beginning of the request id.

Approving a Request An approver can approve or reject a request if it is in Awaiting Approval status and an will be sent to notify that the request status has changed. Status: Awaiting Approval

Approving a Request (Cont) If an approver for request is needed (or want to know), select Approvers from the toolbar. Select Company/subgroup of request After the tool image, is selected, a pop up page will display all the information regarding your request. An approver will Approve or Reject your request

Status Flow Life Cycle Completed Verify/Closed Open Acknowledged Work In Progress (WIP) Awaiting Approval If submitted by requestor StatusAvailable Actions Awaiting ApprovalApprove/Reject OpenAcknowledged/WIP/Reject AcknowledgedWIP/Reject WIPCompleted/Reject CompletedVerify/Close/Open/Awaiting Approval Verify/CloseOpen/Awaiting Approval

Other Functions in JRS Forgot your password ? Select the link “Forgot Password” on the sign in page Another page will request your JRS ID Click on Confirm. If you do not receive an with password information or you can’t remember JRS ID, please contact system administration

Other Functions in JRS Users Preferences To update or view personal preferences within JRS, select the “User Preferences” option on the main menu. Click on topic to update/view. Users may change the following fields: Update Personal Information Name, , Phone Change my Password Add New Default PSSR Also able to view: Scheduling tools assigned to JRS ID. PSSR define to JRS ID. Access Levels for JRS ID. PSSR is the default views for your requests in Permanent and Temporary queues. Automatically created from company definition. If adding additional company/subgroup to JRS ID, PSSR may need to be updated. It indicates the scheduling group responsible for requests created.

You can perform a search by multiple fields. Date verified closed (start and end dates) Effective Date (start and end dates) Request Number (ReqID) Request Status Request Type Scheduling tool Company JRS ID is defined to Subgroup JRS ID is defined to Customer authorization ID Other Functions in JRS Search Note: If no parameter is selected search will only look 3 years back from current date.

Other Functions in JRS Security Key Select the “key” image under the welcome message to see what companies, subgroups and access levels are assigned to JRS ID.

Other Functions in JRS Finding Group Owner If a group owner for a company/subgroup is needed (or want to know), select Group Owners from the toolbar. Select Company/subgroup of request. Finding Approver If an approver for request is needed (or want to know), select Approvers from the toolbar. Select Company/subgroup of request.

Other Functions in JRS Exporting Requests to Excel Spreadsheet When viewing requests in the Permanent, Temporary, Awaiting Approval queues, or after a search is performed, the user can export information to an excel spreadsheet. Group Owners can export list of individuals to Excel spreadsheet when in the View Users Screen.

Questions ? If you have any questions regarding JRS v4.0 please send an to:

Thank you JRS Support Team