Global for GD: The data in the subsequent slides is dummy and is only being used to show/write the steps. You may even notice inconsistency in the data.

Slides:



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Presentation transcript:

Global for GD: The data in the subsequent slides is dummy and is only being used to show/write the steps. You may even notice inconsistency in the data selected within steps (rarely) and across processes. Please ensure to create relevant data in the database while demonstrating Settings and then select that data to demonstrate various processes.

GD: Hostel Management

GD: Highlight circles in sync with the audio. Hostel Management Eduriser: what is the difference between gate and attendance register? TCS: Gate register is for in and out entries and attendance register as the name suggests..whether you are present in the hostel or not. Along with the Hostel request Processing, please mention Hostel Allotment

GD: Show the picture of a middle-aged woman with the given caption. Hostel Management Mrs. Dolly Ahuja, Administrative Head, Adhyayan University

Resource Management To define new resources, use the options in the Settings -> Resource menu. Click Setting -> Resource

Defining a Resource Category To define resource categories, click the Settings -> Resource -> Resource Category option. Click Setting -> Resource -> Resource Category

Defining a Resource Category To define a new resource category, click the Create button. Click Create

Defining a Resource Category Specify the name of the resource category and the to save the details, click the Save button. Specify a name for the resource category Click Save

Defining a Resource Category To try out the steps of creating a resource category, click the Try It button. Click Setting -> Resource -> Resource Category

Defining a Resource Type To define a resource type, click the Settings -> Resource -> Resource Type option. Click Setting -> Resource -> Resource Type

Defining a Resource Type To define a new resource type, click the Create button. Click Create GD: All the settings menu should follow the same example; that is you need to build on the same example. Please choose the data carefully.

Defining a Resource Type Specify the name of the resource type and then assign it a category from the list of existing resource categories. Select a category Specify a name

Defining a Resource Type To specify whether the resource type is procured and is transferrable among sites, select the appropriate options in the Is Procured and Is Transferrable selection boxes. Specify if the resource type is transferrable Specify if the resource type is to be procured

Defining a Resource Type To specify whether the asset level for the resource type is to be tracked and specify the minimum and maximum inventory, and then to save the details, click the Save button. Specify the minimum and maximum quantities Specify if the asset level for the resource type is to be tracked Click Save

Defining a Resource Type After the save confirmation displays, to map the resource with the child resource, under the Resource Mapping tab, lookup and select a resource and specify a quantity. Specify a quantity Specify a child resource Eduriser: what is a child resource? from where these entries are coming? TCS: This is for P&I integration..the user will not specify any value in this. Please remove this slide

Defining a Resource Type To map a unit of measure with the resource, under the Unit of Measure Mapping tab, select a unit of measure form the list. Select a unit of measure TCS: This is for P&I integration..the user will not specify any value in this. Please remove this slide

Defining a Resource Type Since the For All Sites box was not selected, to map a particular site with the resource, under the Resource Site Mapping tab, lookup and select a site. Select a site TCS: All the three tabs in below the header are for P&I integration. You can remove these Slides.

Defining a Resource Type To save the details, click the Save button. Click Save

Defining a Resource Type To try out the steps of creating a resource type, click the Try It button.

Defining a Unit of Measure Click Setting -> Resource -> Unit of Measure To define a unit of measure, click the Setting -> Resource -> Unit of Measure option.

Defining a Unit of Measure After clicking the Create button to define a new unit of measure, specify a name and date and then click the Save button. Specify a name Specify a date Click Save Eduriser: Why do e need to specigfy a date here? TCS: Date to specify the valid start date for UOM

Defining a Unit of Measure To try out the steps of defining a unit of measure, click the Try It button. TCS: You can remove these slide where you have explained the Unit of Measure creation Because it is for P&I integration.

Defining a Resource Group Type To define a resource group type, click the Setting -> Resource -> Resource Group Type option. Click Setting -> Resource -> Resource Group Type Eduriser: Why do we define a group type. Depending on the answer, we need to phrase the VO for this screen. Also, if Room is a resource category and Boys common room is a resource type, what will be the resource group type in this case? TCS: Resource Group Type will be Boys Hostel – Resource Group Master – In- campus Boys Hostel or Off- campus Boys hostel

Defining a Resource Group Type After clicking the Create button to define a new resource group type, specify a name and select the resource for which the resource group type is being defined and then click the Save button. Specify a name Select a resource Click Save Eduriser: From where the list of resources are coming? What is the relavance of making this selection here? TCS: the relevance...for which module your are creating the data

Defining a Resource Group Type To try out the steps of defining a resource group type, click the Try It button.

Defining a Resource Group To define a resource group, click the Setting -> Resource -> Resource Group Master option. Click Setting -> Resource -> Resource Group Master Eduriser: Why is a resource group required? How is it different from the resource group type? What will it be eventually used for? Need to extend the VO based on the answer. Also please help extend one common example for all settings. TCS: Resource Category = Room Resource Type = 2 sitter Room, 3 sitter room Resource Group Type = Boys Hostel Resource Group Master = In-campus Boys Hostel, Off-campus Boys Hostel I hope it clarifies your doubt.

Defining a Resource Group After clicking the Create button to define a new resource group, specify a name and select a resource type and then click the Save button. Specify a name Select a resource group type Click Save Eduriser: Please extend the same data example being used so far here too..

Defining a Resource Group After the save confirmation appears, to map the resource group with its physical location or site, in the Physical Site Mapping tab, lookup and select a physical site. GD: This grab should show only one record. The next grab should eventually show two. Select a physical site

Defining a Resource Group To map more physical sites with the current resource group, click the Add Row button and then select another physical site. Click Add Row

Defining a Resource Group Fill in the physical site details in the newly added row, Click Add Row Specify the details 1 2 TCS: Which details are you talking about in this screen. There is no field to add details

Defining a Resource Group If you want another location to share the resource, select the location site to map it the resource group, and then to save the details, click the Save button. Click Save Specify the location site details

Defining a Resource Group To try out the steps of defining a resource group, click the Try It button.

Mapping Resource Group and Type To view the resource group type mapping, click the Setting -> Resource -> Resource Group Type Mapping option. Click Setting -> Resource -> Resource Group Type Mapping Eduriser: Haven't we done this mapping while defining the resource group? is this option provided to view or edit this mapping? Do we need to cover this in more detail? TCS: Before Explaining the mappings...please explain the Generate Resources and resource Master. This Mapping is to define Resources Group Master and Resource Type Mapping. In this screen...you show whether it is for application and/ or allocation

Mapping Resources and Sites To map or unmap a resource with a site, click the Setting -> Resource -> Resource Site Mapping option. Click Setting -> Resource -> Resource Site Mapping Eduriser: Again we mapping the physical and location sites with resource groups; then what is this step for? what is the purpose of this activity? Why can't the user edit the resource group to perform this? The VO needs to be beefed up accordingly. TCS: are moved from one site to another site..than you can change the resource's site from this screen.

Mapping Resources and Sites To map or unmap a resource with a particular site, lookup and select the site and then click the Map/Unmap Resources button. Click Map/Unmap Resources Select a site

Mapping Resources and Sites To map a resource with the selected site, in the Unmapped Resources tab, select the resource and click the Map Resources button. Click Map Resources Select a resource

Mapping Resources and Sites To unmap a resource with the selected site, in the Mapped Resources tab, select the resource and click the UnMap Resources button. Click UnMap Resources Select a resource

Mapping Resources and Sites To try out the steps of mapping/unmapping a resource with a site, click the Try It button.

Mapping Resources and Resource Groups Click Setting -> Resource -> Resource Group Resource Mapping To map or unmap resources with resource groups, click the Setting -> Resource -> Resource Group Resource Mapping option. Eduriser: Again thsi was doen; What is the purpose of this step? Need to beef up the VO accordingly. TCS: It is to define the capacity if the Resources

Mapping Resources and Resource Groups To map or unmap a resource with a particular resource group, lookup and select the location site and resource group and then click the Map/Unmap Resources button. Click Map/Unmap Resources Select a location site Select a resource group

Mapping Resources and Resource Groups To map a resource with the selected site, in the Unmapped Resources tab, select the resource and click the Map Resources button. Click Map Resources Select a resource

Mapping Resources and Resource Groups To unmap a resource with the selected site, in the Mapped Resources tab, select the resource and click the UnMap Resources button. Click UnMap Resources Select a resource

Mapping Resources and Resource Groups To try out the steps of mapping/unmapping a resource with a resource group, click the Try It button.

Generating Resources To generate resources, click the Settings -> Resource -> Generate Resource option. Click Settings -> Resource -> Generate Resource

Generating Resources To generate resources of a resource type for a site, lookup and select a resource type and a site. Select a resource type Select a site

Generating Resources Specify the number of resources required at the site and specify the prefix for the resource name for unique identification with that site along with the starting sequence. Specify a quantity Specify the prefix for the resource name Specify the starting sequence for resource names

Generating Resources To add more resource types, click the Add Row button. Click Add Row TCS: We can merge this slide with previous one.

Generating Resources To generate more resource types for that site, click the Add Row button. Click Add Row

Generating Resources Fill in the required details in the newly added row and then to generate resources, click the Generate Resources option. Fill in the required details Click Generate Resources

Generating Resources To try out the steps of generating resources, click the Try It button.

Viewing/Editing Resource Attributes To access the Resource Master, click the Settings -> Resource -> Resource Master option. Click Settings -> Resource -> Resource Master Eduriser: There are no new attributes to be defined in resource master other than those defined during the generate resource process. Is the real purpose to view/edit resources? Need to change the slide title text in this section accordingly. TCS: Please check in the screen..there are two editable attributes...is for booking and is available to all

Viewing/Editing Resource Attributes On searching by the site name, the resources generated for that site can be viewed in the Resource Name column as per the specified naming convention. To edit a resource, select the resource click the Edit button Select a resource Click Edit

Viewing/Editing Resource Attributes For the select resource, specify attributes such as the Asset Id, Is For Booking, and Available to All. Specify an asset ID Select whether the resource is available for booking Select whether the resource is available for all

Viewing/Editing Resource Attributes To save the changes, click the Save button. Click Save

Viewing/Editing Resource Attributes To de-allocate a site for the resource, click the De Allocate button. Click De Allocate

Viewing/Editing Resource Attributes To try out the steps of editing resources for a site, click the Try It button.

Viewing Hostel Requests To de-allocate a site for the resource, click the De Allocate button. Click Hostel -> Hostel Request Eduriser: This option will be covered in detail in the student/emplyee view (the ceratiion part). Here we will cover the search option that the admin can use to vioew the pending requests.

Viewing Hostel Requests To search for hostel requests, select a user type and then click the Search button. Select a user type Click Search

Viewing Hostel Requests To view a specific hostel request, select a record and then click the View button. Select the required record Click View Eduriser: When do these studnets figure in the Allotment option (the nest option in the menu)?

Viewing Hostel Requests To try out the steps of viewing a hostel request, click the Try It button. Eduriser: I am assuming that both teh tabs here are come filled from the form that a studnet would fill from the self service portal; so there is nothing that the admin needs to do here.

Allotting Hostel Resources To start with the steps of allotting hostel requests, click the Hostel -> Allotment option. Click Hostel -> Allotment

Allotting Hostel Resources To search for a hostel request, select a user type and then click the Search button. Select the user type Click Search

Allotting Hostel Resources To allot the requested hostel facility to a student, from the search results, select the student record and click the Edit button. Click Edit Select the user record

Allotting Hostel Resources To start the allotment process, click the Start workflow button. Click Start Workflow

Allotting Hostel Resources Click Initiate Hostel Allocation To initiate the hostel allocation process, click the Initiate Hostel Allocation button.

Allotting Hostel Resources Click Generate Hostel Fee Schedule To generate the fee schedule for availing the hostel facility, click the Generate Hostel Fee Schedule button.

Allotting Hostel Resources Click Approve Allocation Add a comment To approve the hostel allocation, add a comment and then click the Approve Allocation button.

Allotting Hostel Resources To try out the steps of allotting hostel resources, click the Try It button.

Recording User Check-In Click Hostel -> Check In To record the check-in of the user, click the Hostel -> Check In option.

Recording User Check-In Click Search To search for the users with approved hostel requests, click the Search button.

Recording User Check-In Click Check In Select a record To record check for a user, select the user record and click the Check In button.

Recording User Check-In Select the actual check-in date Select the actual check-in date of the user, which should be between the Allotted CheckIn Date and Allotted CheckOut Date.

Recording User Check-In Specify the check-in time Select to specify whether the Resource Conduct Report is available Click Save Specify the check-in time and specify if the resource conduct report is available. To save the details, click the Save button. Eduriser: Please verify the purpsoe of Resource Cond. Feild.

Recording User Check-In GD: Show the resultant screen of the previous step and then provide the Try IT button. To try out the steps of checking in a user, click the Try It button.

Initiating User Check Out To initiate the check out process for a user, click the Hostel -> Initiate Check Out option. Click Hostel -> Initiate Check Out Eduriser: Why does the check out happen intwo steps? first intiate and then checkout? TCS: One is just to initiate...which can be done by the student also..and second is the actual check - out

Initiating User Check Out After clicking the Search button, select the user record for which the check out process is to be initiated and then click the Get Details button. Click Get Details Select a user record

Initiating User Check Out Click Initiate Check Out Select the user record Select the user record and then click the Initiate Check Out button.

Recording User Check Out To record user check out, click the Hostel -> Check Out option. Click Hostel -> Check Out

Recording User Check Out After clicking the Search button, select the user record for which the check out process is to be initiated and then click the Get Details button. Click Get Details Select a user record

Recording User Check Out Click Check Out Select the user record Select the user record and then click the Check Out button.

Recording User Check Out To try out the steps of initiating and recording a user check out, click the Try It button.

Using the Bulk Check Out To process multiple user check outs at the same time, click the Hostel -> Check Out option. Click Hostel -> Check Out

Marking User Attendance To mark attendance for hostel users, click the Hostel -> Attendance Register option. Click Hostel -> Attendance Register

Marking User Attendance To mark attendance for a site, lookup and select the site and the resource group for which to mark the attendance. Select a site Select a resource group

Marking User Attendance To mark attendance for a specific user type on a particular date, select the appropriate user type and date. Select a date Select a user type

Marking User Attendance To mark the attendance, click the Mark Attendance button. Click Mark Attendance

Marking User Attendance Mark the attendance for all users in the IsPresentAbsent field, and to save the details, click the Save button. Click Mark Attendance GD: This grab needs to multiple record with attendance marked. I can’t see any currently.

Marking User Attendance To try out the steps of marking user attendance, click the Try It button. GD: Show the resultant screen of the previous step and then provide the Try IT button.