Job Request System v3.0 (JRS)

1. Job Request System v3.0 (JRS) National Production Support Team August 2014

2. Overview • August 2014: Upgrade to the Job Request System (JRS) was started due to updates to coding and compatibility with the newest browsers available. Improvements have been looked into and are part of this new version of JRS. • This version has the same functionality as old version plus the following enhancements: • Now there will be an Approver function.  There will still be an Authorized Requestor (does not require further approval) access. • Formatting / Appearance. • Scheduler functionality improvements. • When submitting request – it doesn’t default to company / subgroup  - company/subgroup/tool will need to be selected. • Able to delete attachments until request is acknowledged (then the scheduler can delete if necessary) • Able to locate group owner for subgroups for the company you have access to. • Able to locate approver for company/subgroup of the request submitted. • Stricter password requirements. • Group owners – when View Users utilized, will be able to select one subgroup instead of viewing all in company. Also has an export to excel button. • Confirm users – now has a requested date column and can be sorted multiple ways.

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

4. Introduction • Production Support Team • Supported Scheduling Tools: • - CA AutoSys, and CA7 are the HP tools of choice • CA scheduler, Control-M, ESP, IBM, Advance Job Scheduler, Jobmaster, Netbatch, OPC, ROBOT Scheduler, TWS, Unicenter, NSM-JMO and UC4 • Permanent and temporary requests

5. Contact Information Support Hours and Processes • 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) • 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

6. Contact Information (Cont) On call/Email • USA • - Contact On Call Batch Scheduler • Contact by email (business hours) • Please call appropriate region for client support • - India batch monitoring phone: 1-877-690-9047 option 2 / option 2 • Plano Tech-Ops phone: 1-800-284-3080 option 2/ option 1 • From JRS Home Page , there is a link for Scheduling and Monitoring Contact Information.

7. Request JRS ID • Create a JRS ID account • Open internet browser (preferably Internet Explorer) • Go to • Click on “Request a JRS ID”

8. Request JRS ID (Cont) JRS ID Request Fill in the required form Make sure that your password complies with the minimum complexity requirements. If you select a group that does not have a group owner, an email will been sent to JRS Support to handle your request. Otherwise the group owner receives an email notification. Select “Create User” to submit your information An email will be sent 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.

9. JRS ID Confirmation This page will confirm that your information has been successfully received.

10. 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. • Authorized Requestor - Able to submit requests without further approval. • Requestor – Able to submit requests that requires further approval. • View Only – Able to access JRS , but unable to submit requests.

11. Forgot Password Link 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 email with password information or you can’t remember JRS ID, please contact system administration ( ).

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

13. 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 email notification separated by a semicolon. Select “Submit New Request” at bottom of page.

14. 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 • went into open status because of the • access level of the user.

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

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

17. Status Flow Life Cycle • Verify/Closed • Work In Progress (WIP) • Acknowledged • Open • Completed • Awaiting Approval • If submitted by requestor

18. 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, Email, Phone Change my Password Add New Default PSSR 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. Other Functions in JRS User Preferences • Also able to view: • Scheduling tools assigned to JRS ID. • PSSR define to JRS ID. • Access Levels for JRS ID.

19. 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 Note: If no parameter is selected search will only look 3 years back from current date. Other Functions in JRS Search

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

21. 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 . Other Function in JRS Finding Group Owner Finding Approver • If an approver for request is needed (or want to know), select Approvers from the toolbar. Select Company/subgroup of request .

22. Note: Modifications to presentation may still occur due to update to JRS website. Testing period .

23. Questions? If you have any questions regarding JRS v3.0 please send an email to:

24. Thank you