myProject Redesign: Status & Preview IEEE PES Nuclear Power Energy Committee Denver, CO July 14th, 2016 Malia Zaman

Agenda myProject redesign status and next steps myProject redesign at a glance Questions Status on where we stand on the myProject redesign Preview of the screens/system

myProject Status: Project pre-planning began 1Q2014 - Resources, system preparation, knowledge transfer Official development began 1Q2015 Kickoff in Jan 2015 Development began in Feb 2015 Requirements analysis is complete Development of the following functionality is complete: Application login, profile management & group enrollment New PAR submission & approval Board meeting & agenda Management Sponsor balloting RevCom Submission Phase One of user testing completed Testing of application login, profile management & group enrollment is complete Currently staff testing is underway, volunteer testing opportunity is next. SA conducted surveys and requested information on myProject and a lot of the information was used for the realignment Making existing functionality work and provide additional functional enhancements Development began in 2015, Taking the time to try to do things right, Phase one roll out is scheduled for Sept 2016 , For phase two - include attendance tracking Requirement for balloting, submits PARs is complete… you will have everything that is available in the current system and a few additional features

New Sign In Page Log in page will look different and may change in the future Data migration will be completed to launch and all your data will be transferred before the launch

Home Page: New User Creating a account, system will walk you through, similar to the current system.

Profile Management – User Info & Preferences { Preferences and Interests: If you want to receive ballot notifications, news and updates on the system, group communications, project related notifications, set up how often you want to get notifications, affiliation this is done from the profile area You will have a choice for interest on how you wish to participate.

Home Page Alerts Important Dates Agenda Items Invitation & Ballot Info Quick Links This is what the home page will look like now. Single most beneficial or biggest difference is the home page where updates are provided in the dash board format you do not have to search for things like before, all alerts, ballots, dates, agenda, are on the main page.

Home Page: Quick Links Interactive Standards Lifecycle wheel At the bottom of the page there is an Interactive wheel , this is helpful for anew WG chair, or those who do not use the system often, all the process info and polices are available via the interactive wheel. In fact you could use the wheel and choose to Initiate a new PAR or Manage a PAR. The stages are labeled 1-6. The Latest Style Manual and drafts will be available when you click on the drafting standards stage.

Menu Drop Down Menu In this system you can use you the drop down Menu to search for your actions, such as Manage Groups. Manage Profile and Manage PARS, Manage Meeting (NesCom/RevCom comments section), Manage Organization (Entity) Ballots, Par/Standards report and to submit Policies and Procedures

Manage Groups Create a New group Add a SubGroup From Manage groups – Subcommittee levels , Project, AdHocs, Task Force and Working Groups can be added from this section and the (Stds Rep/Sponsor will get a alert that subcommittee level has been created). WG chair can create subgroups but will need to be approved by Sponsor/Stds Rep. Do not have to wait on staff to create. Others field include Adhocs, WG, Project group, Subcommittee. The sponsor/stds rep can edit it before they approve it.

Manage Groups Group Roster Clearly the biggest difference in this system is the ability to upload a group roster, You do do not have to self enroll, the chair can add the information manually, upload excel/csv file file. When you show interest, your name can be pulled over from roster the be added as officers. When the participant is added they will get an email that they have been added to the roster and all they have to do is log on and see an alert letting them know they have been added. When they click on the alert they will be asked to update the affiliation information and they are included. You have the option to Add WG, Adhoc, from this screen by clicking on the icons, you can add, edit, and upload the roster from this screen.

Manage PARs Withdrawn PARs Approved/Active PARs PARs Submitted to NesCom Draft/Rejected PARs From the Menu, if you select to Manage PARs, you will get tabs showing, Withdrawn PARS, approved/Active PARS, etc. The screen is slightly more organized and neater.

Create PAR You can create a PAR by clicking on the create a New PAR TAB, the content is the same, just organized differently.

Invitations From the Menu, Clicking Balloting will bring you to this screen which shows what you are enrolled in. Note the 3 TABS across the top, this screen shows the Manage Ballots screen where the WG chair can Initiate Invitation, Submit MEC Shows Balance on the WG and Balloting records. Snapshot of your balloting record, Shows Balanced Balloting group and also initiate invitation as well..

Ballots The Open Invitation TAB, shows invitation that are currently open…and also join the ballot group. You can choose all ballots, or Ballots you have been invited to and also choose the groups you follow.

Manage Ballots This is an example of the screen with Ballot details..

Managing Ballots Also available in the Manage Ballot area are the other process options to Extend Invitation, view ballot invitations, Initiate Recirculation, and Submit to RevCom. So All ballot/Project related actions can be found from the Manage Ballot Screen.

Questions… Yes, this will be mobile friendly Questions… Yes, this will be mobile friendly.  Testing is being conducted on Google, Firefox and Safari Recording and Demos will be coming down the road, Tentatively Mid Sept launch based on testing. Etc.