Entering Data as a Contributor

Target time for completion MIN

Prior to beginning the course…  Turn ON your speakers ○ This course contains audio to accompany the slides and video tutorials ○ Quick Start Guide – cpms1/ibmcognos/TM1Performance/help.html 3

In this lesson you will learn:  How to navigate to the PTrac webpage  Move from one application to another  Take Ownership of a worksheet  Enter data and comments  How to submit a worksheet 4

What Rights do I need? To access PTrac after the training is complete, you will need a valid active directory ID & password, a PTrac license, and your browser should be Internet Explorer Version 7 or Firefox. 5 What is my active directory password and ID? What you use to log in to your computer. Who do I contact for a license? Kevin O’Brien – or How do I know if I have Internet Explorer Version 7? Open IE > Help > About Internet Explorer for version number. How do I access the current list of PTrac license holders? It’s available on the Planning/ABC website – cpms1/ibmcognos/TM1Performance/help.html

Introduction: What is PTrac?  PTrac is a web-enabled application that allows a user to enter, store and review performance data. 6

External source systems imports 7  Refuges Wildlife  Refuges Visitor  Refuges Maintenance PRSRAPP  Endangered Species  Environmental Contaminants  Habitat Conservation Planning Assistance  Fisheries (FIS) PTrac

Two types of PTrac users:  Contributors: are those responsible for entering data.  Reviewers: review, accept or reject the entries made by contributors. 8

Hierarchy: 9

Timeframes: 10

Navigation 11 Video Demonstration

12 Entering data Video Demonstration

Help Menu 13 Video Demonstration

Snapshot to Excel 14 Video Demonstration

Troubleshooting 15  If pages seem slow to open – The application seems to run faster if you open a new browser each time you access it.  If you cannot see the entire worksheet, you may not have your browser window maximized. Double click on the top bar or click the screen size icon to maximize the worksheet.  Internet Explorer 8 is not compatible with PTrac. Many IE8 users will download Firefox to use the application.  Firefox users may have to clear their cookies and reopen the browser if the PTrac does not open.

 How to navigate to the PTrac webpage  Move from one application to another  Take Ownership of a worksheet  Enter data and comments  How to submit a worksheet 16 In this lesson we have learned:

Congratulations! 17