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Course Topics

Course Topics. Course Topics. Note : Links will only work in PowerPoint's slide show view. . Course Objectives . At the end of this training you will be able to:. Module One-CMBRRS Portlets. Module One Contract Management Board of Review Reporting System Portlets.

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Course Topics

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  1. Course Topics Course Topics Note: Links will only work in PowerPoint's slideshow view.

  2. Course Objectives At the end of this training you will be able to:

  3. Module One-CMBRRS Portlets Module One Contract Management Board of Review Reporting System Portlets

  4. Module One-CMBRRS Portlets Module One Lessons

  5. Lesson One-Accessing the CMBRRS Portlets Lesson One Accessing the Contract Management Board of Review Reporting System (CMBRRS) Portlets

  6. Lesson One-Topics Lesson One Topics

  7. Topic One-Adding the CMBRRS Portlets Select Page Layout Follow the instructions below to select the page layout prior to adding the CMBRRS Portlets to your eTools My Home page. Graphic 1.1.1.1: My Home Page - Portal Graphic 1.1.1.2: Edit Page Screen Note: CMBRRS Portlets can be added to Community Pages, as well as My Home pages. Graphic 1.1.1.3: Wide Page Layout

  8. Topic One-Adding the CMBRRS Portlets Locate the CMBRRS Portlets Follow the instructions below to locate the Current CMBRRS Portlets. Graphic 1.1.1.4: Add Portlets Graphic 1.1.1.5: Add Portlets: New Page Note: Individual Portlets have one instance each. Management Portlets have up to 15 instances, allowing you to customize different views containing different information. Graphic 1.1.1.6: Selecting the Workload Portlets

  9. Topic One-Adding the CMBRRS Portlets Add the CMBRRS Portlets After selecting the CMBRRS Portlets, follow the directions below to finish adding them to your My Home page. Graphic 1.1.1.7: Add Portlets Page Note: Access to Individual Portlets is based on your CMT user role. Access to Management Portlets is granted via IWAM. Graphic 1.1.1.8: My Home Page – Management Workload Portlets

  10. Lesson Two-Navigating the CMBRRS Portlets Lesson Two Navigating the CMBRRS Portlets

  11. Lesson Two-Topics Lesson Two Topics

  12. Topic One-CMBRRS Portlet Links • Board of Review Record Browser Links The table below describes the links related to navigating the Board of Review Record Browser Graphic 1.2.1.1: Board of Review Workload Portlet links

  13. Topic One-CMBRRS Portlet Links • Board of Review Record Browser Links • continued The table below describes the links related to navigating the Board of Review Record Browser. Graphic 1.2.1.2: Board of Review Workload Portlet links

  14. Topic One-CMBRRS Portlet Links • Board of Review Searching System Links The table below describes the links related to navigating the Board of Review Searching System. Graphic 1.2.1.3: Board of Review Search portlet links

  15. Topic One-CMBRRS Portlet Links • Board of Review Administration Portlet Links The table below describes the links related to navigating the Board of Review Administration portlet. Graphic 1.2.1.4: Board of Review Administration portlet Links

  16. Topic Two-Viewing a Board of Review Report • Viewing the Board of Review Report Graphic 1.2.2.1: ID Number links

  17. Topic Two-Viewing a Board of Review Report • Viewing the Board of Review Report • continued The Board of Review Report contains all of the information for a specific entry in a read-only format. To close the Board of Review Report and return to the portlet, click the button in the upper right corner of the window. Graphic 1.2.2.2: Board of Review Report

  18. Lesson Three-Portlet Functionality Lesson Three Portlet Functionality

  19. Lesson Three-Topics Lesson Three Topics

  20. Topic One-Creating a Report • Creating a Report for the BoR Portlet The Board of Review Record Browser displays all reports created by that user. Graphic 1.3.1.1: Create Report icon

  21. Topic One-Creating a Report • Creating a Report for the BoR Portlet • continued Graphic 1.3.1.2: Create Report Window

  22. Topic One-Creating a Report • Creating a Report for the BoR Portlet • continued Graphic 1.3.1.3: Create Report Window

  23. Topic One-Creating a Report • Creating a Report for the BoR Portlet • continued Graphic 1.3.1.4: Confirmation Message Graphic 1.3.1.5: Board of Review Record Browser

  24. Topic Two-Editing a Report • Editing a Report on the BoR Portlet Graphic 1.3.2.1: Board of Review Record Browser

  25. Topic Two-Editing a Report • Editing a Report on the BoR Portlet • continued You can edit any field on the Board of Review report. Graphic 1.3.2.2: Board of Review Record Browser

  26. Topic Two-Editing a Report • Editing a Report on the BoR Portlet • continued Graphic 1.3.2.3: Board of Review Record Browser To delete a record, click the Delete button To discard the any changes and return to the Board of Review Portlet, click the Discard Changes button. Graphic 1.3.2.4: Board of Review Record Browser

  27. Topic Two-Editing a Report • Editing a Report on the BoR Portlet • continued We are returned to the portlet page, where we can see the edited record on the portlet. Graphic 1.3.2.5: Board of Review Record Browser

  28. Topic Three-Searching on the Board of Review Searching System Portlet • Using the Search Feature Graphic 1.3.3.1: Launch Search icon

  29. Topic Three-Searching on the Board of Review Searching System Portlet • Using the Search Feature Graphic 1.3.3.2: Board of Review Search window

  30. Topic Three-Searching on the Board of Review Searching System Portlet • Using the Search Feature Graphic 1.3.3.3: Confirmation Message Graphic 1.3.3.4: Board of Review Search results

  31. Module Two-BoR Administration Portlet Functions Module Two Board of Review Administration Portlet Functions

  32. Module Two-BoR Administration Portlet Functions Module Two Lessons

  33. Lesson One-Administration Portlet Functionality Lesson One Administration Portlet Functionality

  34. Lesson One-Topics Lesson One Topics

  35. Topic One-Purpose of the BoR Administration Portlet • The Administration Portlet’s Function The Board of Review Administration portlet allows administrators to add processes (option items) to the Type of Contract Issues, BoR Level, and Board Outcome pull-down menus on the Create Report Window (Graphic 2.1.1.1). Graphic 2.1.1.1: Create Board of Review Report screen

  36. Topic One-Purpose of the BoR Administration Portlet • Sorting the Entries on the BoR Administration Portlet The processes on a particular table in the BoR Administration Portlet can be sorted according to the columns. To sort the entries according to the Description heading, clickDescription, which is the option that will appear on that menu. To sort the entries according to the Enabled? heading, clickEnabled?, which denotes whether that option is available on the drop-down menu. To sort the entries according to the Sort Order heading, click Sort Order, which denotes the order of appearance for the item on the dropdown list on its pull-down menu. Graphic 2.1.1.2: BoR Administration Portlet

  37. Topic Two-Creating a Process on the BoR Admin Portlet • Creating a Menu Item Through the Admin Portlet In this example, we’ll create a new entry on the Board Outcome pull-down menu on the Create Report menu. Graphic 2.1.2.1: BoR Admin Portlet links

  38. Topic Two-Creating a Process on the BoR Admin Portlet • Creating a Report on the Admin Portlet • continued Graphic 2.1.2.2: Board of Review Process Creation Screen Note: the Notification of E-mail Address field is automatically populated with the user’s email address. Graphic 2.1.2.3: Confirmation Message

  39. Topic Two-Creating a Process on the BoR Admin Portlet • Creating a Report on the Admin Portlet • continued The new entry appears on the BoR Administration Portlet (Graphic 2.1.2.4) and as a menu option on the Create Report Window (Graphic 2.1.2.5) under the selected pull-down menu, in this case, the Board Outcome Details menu. Graphic 2.1.2.4: BoR Administration Portlet Graphic 2.1.2.5: BoR Create Report Screen

  40. Topic Three-Editing a Process on the BoR Admin Portlet • Editing Processes on the Admin Portlet Administrators can also edit an entry on a particular table. Graphic 2.1.3.1: Edit Process icon Graphic 2.1.3.2: BoR Administration Portlet Process Edit Screen

  41. Topic Three-Editing a Process on the BoR Admin Portlet • Editing Processes on the Admin Portlet • continued Graphic 2.1.3.3: Update button Graphic 2.1.3.4: Confirmation Message

  42. Topic Three-Editing a Process on the BoR Admin Portlet • Editing Processes on the Admin Portlet • continued The edited Process with the new Sort Order is now displayed on the BoR Administration portlet (Graphic 2.1.3.5). Graphic 2.1.3.5: Edited BoR Portlet Process

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