1. CityBuy v14 Navigation Training

2. Periscope Holdings, Inc.
Agenda
CityBuy v14 Overview
Login Screen
Homepage
Header Bar
Navigation Bar
Periscope Holdings, Inc.

3. Login Screen

4. Login Screen – Overview
In addition to allowing registered users to login, this screen provides the following links:
Register allows users to register as a vendor within the system so that they can receive notice of and respond to Bid opportunities, and can be awarded Purchase Orders
Sign In allows users to login to the system
Complete Registration allows vendors that did not complete the registration process to pick-up where they left off
Open Bids allows registered and unregistered users to view a list of open solicitation opportunities and to sort them by commodity categories
To login to CityBuy, input the Login ID and initial the password you were given by an administrator into the Login ID and Password fields. Next, either hit Enter on your keyboard or click the Login button. Note that neither your login ID or password is case sensitive. The initial password you receive is temporary. The first time you login, you’ll be asked to reset your password to something that only you know. Keep your password private, as your login ID and password constitute your electronic signature on documents you process within CityBuy. Each user can reset their password when logged in, or by using the Forgot your Password? link below.
Periscope Holdings, Inc.

5. Login Screen – Overview
To login to CityBuy, input the Login ID and initial the password you were given by an administrator into the Login ID and Password fields. Next, either hit Enter on your keyboard or click the Login button. Note that neither your login ID or password is case sensitive. The initial password you receive is temporary. The first time you login, you’ll be asked to reset your password to something that only you know. Keep your password private, as your login ID and password constitute your electronic signature on documents you process within CityBuy. Each user can reset their password when logged in, or by using the Forgot your Password? link below.
Periscope Holdings, Inc.

6. Login Screen – Open Bids
Clicking the Open Bids link displays a screen on which all published Open Bids are listed by published date, starting with the most recent. Open Bids are those where the Basic Purchasing user has allowed any vendor to submit a reply, not just those notified when the Bid was published.
The list can be narrowed by selecting a commodity category in the Show Bids for Category dropdown and selecting Go. Clicking on the link in the Bid # column will display the Bid.
It is highly recommended that you utilize the Exit button available within CityBuy instead of your internet browser’s Back button, because you may produce system errors if you click Back after you’ve saved data or performed certain actions within the system. On screens where going back to the previous screen is permissible, an Exit, Save & Exit, or Cancel & Exit button will be available.
Periscope Holdings, Inc.

7. Homepage

8. Homepage – Role Selection
Once logged in, your Homepage will display. Depending upon the role you are currently in, your Homepage will appear differently. You are also limited to your current role’s access and function privileges. Therefore, the first place you should look when you login is the role in the shadow icon to ensure that you are in a role that has access to the functions you would like to utilize.
Periscope Holdings, Inc.

9. Homepage – Header & Navigation Bars
The Header Navigation Bar is your CATALOG SEARCH: this new feature allows for greater range of searching across more fields within catalogs/blankets/contracts. The other items to search [docs, vendors, etc] remain with the ADVANCED SEARCH functionality of previous versions.
At the bottom of the home screen is the ORGANIZATIONAL RIBBON: this allows the users to access other orgs of access in their profile
Periscope Holdings, Inc.

10. Homepage – Overview (non-Administrative Users)
For users [other than administrators – they will have other options], your Homepage consists of the area below the agency logo/label and features a series of sections. Depending upon the non-administrative role you are currently in, your Homepage will feature different boxes. Each box provides links to the most recent items and documents that may require user action. The number within each box is the total number of items within that box that may require action.
BOXES: these pastel boxes are documents in their most important actionable status Actionable status Boxes
NEWS: below the boxes is a news section with information/process/procedure/event updates relevant to the system
RECENT DOCUMENTS: lists the 5 most recent documents the user has accessed/view
Periscope Holdings, Inc.

11. Homepage – Left Navigation Document Tabs
The Home button [speedometer icon, and BuySpeed logo] and Documents tabs on the Homepage’s Left Navigation Bar display a set of sub-tabs representing several common statuses that those documents may be in. Use the View Mine vs. View All toggle to view more documents than just your own.
Periscope Holdings, Inc.

12. Periscope Holdings, Inc.
Homepage – Approval
The Approval BOX on the Homepage potentially displays two sections. The My Documents Pending Approval section lists the documents that you have submitted for approval that are still awaiting final approval so that you may track their progress, and The Documents Pending My Approval section lists the documents that have been submitted for your approval that are waiting in order to proceed to the next approver.
Under the Documents Pending My Approval section, the ‘List & Approve link’ will be displayed to allow the user to see and take action on the documents as a group.
Selecting the document number link on the left side of the screen will open the document and allow you to view it. If your approval is required, you will be able to approve, disapprove or cancel the document.
Periscope Holdings, Inc.

13. Header Bar

14. Periscope Holdings, Inc.
Top Navigation Bar
The Top Navigation Bar contains [from left to right]:
Three White Lines Icon: Left Navigation expansion to view labels for each type of doc
Logo Home Button: when clicked will set you back to your home screen
Circle +: Create New Documents drop down
Catalog and Advanced Search Bar
User tools [Bell, Gear, Question, Shadow Icons]; Discussed on additional slides
Periscope Holdings, Inc.

15. BELL icon – events, reminder, system messages
The BELL Icon on the Homepage will take users to Events, Reminders, and System Messages drop down.
Reminders are items that users can create on certain documents they are able to access in order to remind either themselves or others of a task that needs to be completed regarding that document. Reminders can also be setup to send notifications.
Periscope Holdings, Inc.

16. Periscope Holdings, Inc.
Gear Icon
Clicking the GEAR Icon will give the following options:
USER DASHBOARD: new function for pulling up user dashboard
REPORTS: Administration reports [part of a standard deployed bundle already built]
VENDOR NOTIFICATION: vendor search
FORM BUILDER: integrated form creation and addition to documents
DASHBOARD REPORTING: function pulls up a reporting dashboard
ADHOC REPORTING: reporting tool for building reports from scratch
G2B PUNCHOUT: external catalog integration access
Periscope Holdings, Inc.

17. Periscope Holdings, Inc.
Question Mark Icon – About CityBuy, User Manual, Customer Service, NIGP Code Browse
Clicking the Question Mark icon will give the following options:
ABOUT BUYSPEED: Allows user to see the current version of the software
User Manual: This screen displays an in-depth role specific manual to assist with navigating the tool
CUSTOMER SERVICE: leads to a comment section that allows user to administrators questions, comments, obstacles
NIGP Code Browse: The code search to help the user identify NIGP codes for items
Periscope Holdings, Inc.

18. Shadow Icon – Role select, User Acct, Log Out
Clicking the SHADOW Icon will give the following options:
ROLE Select: Allows user to select between roles in the system to access functionality restricted to each role [admin to update user profile is not available in Department Access role, etc]
User Account: This screen displays the contact information associated with your account. Click the Edit button to open up the My Information screen to edit this information. You can also edit the following fields:
Change Password – Enables you to change the password you use to login to CityBuy (You must type in the exact same password in the Confirm Password field to successfully change your password)
Login Question – If you are unable to remember your password, you can select to be asked this login question. Provide the correct answer and your password will be ed to the address associated with your account.
Login Answer – The answer to your login question that you must provide in order to have your password ed to you.
Proxy User – When activated, this user will be able to approve documents on your behalf. They will also receive the notifications regarding the documents you must approve. This is generally used when someone will be unable to respond to for an extended period, like during a vacation. This can also be set an administrator.
LOG OUT: logs the user out of the system
Periscope Holdings, Inc.

19. Header Bar – Advanced Search
Clicking the Advanced Search icon from the Header Bar displays a screen that enables you to search for any document accessible to you by a variety of criteria. Start by selecting what you would like to find in the Document Type dropdown box. In addition to documents, you can also search for registered vendors and any previously ordered items.
The Advanced Search feature can be extremely useful, particularly for finding the documents that do not display on your Homepage and/or that belong to other users, if you are authorized to view them. Keep in mind that all Receipts and Invoices, regardless of status, are associated with a Purchase Order, and will display as links on the PO when opened, but we will get to that in a moment.
Periscope Holdings, Inc.
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20. Top Navigation Bar - Advanced Search (cont.)
After you’ve selected an option in the Document Type dropdown, a variety of search fields will appear based on the option you chose. Enter information about what you are searching for into one or more search fields and click Find It to have the matching results appear. For fields that support text, the system will display results that match only what you’ve typed. For instance, you can type in only part of a document number, and the all documents matching that part of the document number will be returned. Similarly, typing in just a single letter into the document description field would return all documents where that single letter appeared in any part of the description.
Depending upon what you are searching for, you may be able to click Find It without entering any information. This will return every item or document of that type. Generally, the fewer search fields you complete, the more results will be returned. To narrow your results, complete additional search fields and click Find It again.
Also note that a Search Using dropdown box appears. Use this field if your search is not returning any results. The default option in that field is ALL of the criteria, which ensures that results match all of the criteria you’ve entered. The other option is ANY of the criteria, which means that results will only have to match one of the search fields you’ve completed. This will usually return a greater number of results. Remember to try synonyms if a particular keyword is not returning the results you are looking for.
Periscope Holdings, Inc.
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21. Navigation Bar

22. Navigation Bar – Documents
Clicking the plus sign will create a new, blank, “In Progress” document from a list.
Periscope Holdings, Inc.