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3E Online Silver Training Presentation

3E Online Silver Training Presentation. Training Chapters. Login Methods Application Section Overview Application Set Up: User Creation Facility Tree Creation Document Attachment Setup Custom Value Setup Populate Master List of Products (Catalog) Assign Inventories Per Location

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3E Online Silver Training Presentation

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  1. 3E Online SilverTraining Presentation

  2. Training Chapters • Login Methods • Application Section Overview • Application Set Up: • User Creation • Facility Tree Creation • Document Attachment Setup • Custom Value Setup • Populate Master List of Products (Catalog) • Assign Inventories Per Location • (M)SDS Search • Reports • Secondary Container Labels / Workplace Safety Labels • Upload Product Attachments • Help Section

  3. 1. Login Method Option 1 Automatic: Bypass Link - Recommended A bypass link is an automatic login which can be used from any desktop to automatically log users into the system without the need to type a Username and Password. Retrieve your General Employee and Catalog Manager bypass links from your 3E Online Silver Welcome email or contact your Online Specialist. Your IT Department can add this bypass link onto your network. Every employee that has access to your network can use this link to access 3E Online. Option 2 Manual:Users can manually login into the system. URL: www.3eonline.com. Retrieve General Employee and Catalog Manager username and passwords from the 3E Online Silver Welcome email or contact your Online Specialist. Add www.3eonline.com as a favorite in your web browser. Any computer with an internet connection can access 3E Online.

  4. 1. Login Method Option 1 - Bypass Link Landing Page:

  5. 1. Login Method Option 2 – Manual Login

  6. 2. ApplicationSection Overview • Main navigation bar has a total of 6 sections in 3E Online Silver. • Sections displayed upon login is based on each user profile. Sections: • Home: Provides useful contact information to reach 3E Company. Stay informed about system updates with our “What’s New” section. • (M)SDS: General Employees can search the product catalog to view, email or fax MSDS. • Product Catalog: Search, build and maintain your organizations master catalog of products using the tools available in this section. This section is only visible to catalog managers. • Inventory: Organize and maintain inventory lists and facilities using this sections easy to use features. This section is only visible to either inventory or catalog managers. • Admin: Setup your system by creating administrator accounts, manage locations and customizing your notifications, custom values and attachment types. This section is only visible to inventory and catalog managers. • Help: Access the various help information such as Training materials, FAQs, Glossary of terms, IT requirements, etc.

  7. 2. ApplicationSection Overview Application Section Screenshot:

  8. 3. ApplicationSet Up A. User Creation: 3E Online has 3 main user levels: • Catalog Manager • Open access to entire application and all locations. • Each catalog manager has a unique username and password. • Catalog Managers are responsible for maintaining the entire product catalog – i.e. the master list of products • For security, only Catalog Managers can create new accounts. • Inventory Manager • Open access to designated locations. • Each Inventory Manager has a unique username and password. • Inventory Managers are responsible for maintaining the products within designated locations • General Employees • Read only access to the (M)SDS Search, Home, and Help tabs • One username and password for all end users.

  9. 3. ApplicationSet Up A. User Creation: Step 1) From the horizontal menu bar, select: Admin > Manage Users. Step 2) Click on Add New User to load the Manage User screen. Step 3) On the Manage User screen: • Select the locations to which this user should have access. • Select the “User Group” – i.e. access type; General User, Inventory Manager, Catalog Manager • Assign a username. Each user name must be unique. • Assign a password. • Passwords are case sensitive • Letters, numbers, spaces and special characters are acceptable • Enter a contact name and email address • Click Save. (See Administrator Creation Screenshot #1 for step 1-2, Screenshot #2 for step 3)

  10. 3. ApplicationSet Up A. User Creation Screenshot #1:

  11. 3. ApplicationSet Up A. User Creation Screenshot #2:

  12. 3. ApplicationSet Up B. Facility Tree Creation: • Create, modify, and deactivate locations. • Subdivide facility tree into many levels • Catalog Managers can modify inventories within all locations. • Inventory Managers can only modify inventories inside locations to which they have access. • Add location control to an Inventory Manager by editing their user profile. Add a check mark beside the appropriate location under: Admin > Manage User.

  13. 3. ApplicationSet Up Step 1) From the horizontal menu bar, select: Admin > Manage Locations Step 2) Select the master node “All locations” to create new top-level locations. To create sub-level nodes, select the location requiring subdivision. Step 3) Click “Add Sub Location”: • Assign a location name • Select the location’s country • If not a group name, add a checkmark beside “Inventory Allowed” • Type in a description if desired • Click “Submit” to Save. • New location will appear alphabetically in the list on the left. • To rename an existing location: Select the location name and edit the information on the right. (See Facility Tree Creation Screenshot #1 for step 1-2, Screenshot #2 for step 3) B. Facility Tree Creation Steps:

  14. 3. ApplicationSet Up B. Facility Tree Creation Screenshot #1:

  15. 3. ApplicationSet Up B. Facility Tree Creation Screenshot #2:

  16. 3. ApplicationSet Up C. Document Attachment Setup Before additional documents can be attached to a product, the attachment types must be set up. Step 1) From the horizontal menu bar, select: Admin > Manage Attachment Types Step 2) • Type the name of the attachment type to be loaded. Examples: “Technical Specification”, “Handling Instructions”, etc. • (Optional setting) Choose a status for this type of attachment. • US (M)SDS: Is this document attachment type a US MSDS? • EU SDS: Is this document attachment type a EU SDS? • Obsolete: Do you want to mark this attachment type as obsolete? • Click the “add” button to save. • Click the pencil icon to edit the name or status of this attachment. (See Document Attachment Setup Screenshot #1 for step 1, Screenshot #2 for step 2)

  17. 3. ApplicationSet Up Document Attachment Setup screenshot 1:

  18. 3. ApplicationSet Up Document Attachment Setup screenshot 2:

  19. 3. ApplicationSet Up D. Custom Value Setup Before custom values can be assigned to a product, the custom values must be set up. There is no limit to the number of custom values that can be created. Step 1) From the horizontal menu bar, select: Admin > Manage Custom Values Step 2) Click on “Add New Custom Value” to open the custom value information screen (step 4). Step 3) Click the “Edit” button to edit an existing custom value. Step 4) The custom value information screen allows you to create or edit a custom value. • Name: Assign a name to identify this custom value.Example: “SAP Code”, “Part #”, “UPC Code”, etc. • Description: Enter a description so others will know for what this custom value is used. • Deactivated: Deactivate this custom value by adding a checkmark. • Value List: Defines a set list of criteria for this custom value for users to choose from. • Enforce Value List: Enabling this option forces the selection of only one of the defined values. • Click submit to save. (See Custom Value Setup Screenshot #1 for step 1, Screenshot #2 for step 2-3, Screenshot #3 for step 4)

  20. 3. ApplicationSet Up Custom Value Setup Screenshot 1:

  21. 3. ApplicationSet Up Custom Value Setup Screenshot 2:

  22. 3. ApplicationSet Up Custom Value Setup Screenshot 3:

  23. 3. ApplicationSet Up E. Populating Master List of Products (Catalog): Method 1: Adding (M)SDS from 3E Library Millions of (M)SDS can be accessed in 3E’s (M)SDS Library. Catalog Managers can add (M)SDS from this 3E library directly into your master product list. Step 1) From the horizontal menu bar, select: Product Catalog > Build Catalog Step 2) Click on “Choose a Criterion”, in the drop-down box to select your search criteria. Enter criteria and click “Search”. Step 3) The search results will display a list of products matching your search criteria. • View the (M)SDS by clicking the document icon: • Click “Add” to pull the product into your catalog (master list). • When a product is in your catalog, you will see the word “Added”. (See Adding (M)SDS From Library Screenshot #1 for step 1, Screenshot #2 for step 2-3)

  24. 3. ApplicationSet Up E. Populating Master List of Products (Catalog): Method 1: Adding (M)SDS from Library Screenshot #1:

  25. 3. ApplicationSet Up E. Populating Master List of Products (Catalog): Method 1: Adding (M)SDS from Library Screenshot #2:

  26. 3. ApplicationSet Up E. Populating Master List of Products (Catalog): Method 2: Document Upload Step 1) From the horizontal menu bar, select: Product Catalog > Build Catalog Step 2) Click on “Add New Product”. Step 3) Enter product information in the appropriate text boxes. Product name, and manufacturer name are mandatory, remaining fields are optional. Step 4) Select the (M)SDS to upload (PDF documents only)byclicking the “Browse” button to select the .pdf file from your desktop. Step 5) Click “Submit” to send the PDF to 3E to process (See Obtainment / Document Upload Screenshot #1 for step 1-2, Screenshot #2 for step 3, Screenshot #3 for step 4-5)

  27. 3. ApplicationSet Up E. Populating Master List of Products (Catalog): Method 3: Document Obtainment 3E will contact the manufacturer to obtain an (M)SDS on your behalf. Step 1) From the horizontal menu bar, select: Product Catalog > Build Catalog Step 2) Click on “Add New Product”. Step 3) Enter product information in the appropriate text boxes. Product name, and manufacturer name are mandatory, remaining fields are optional. Step 4) Not required Step 5) Click “Submit” to request 3E to source the required (M)SDS. (See Obtainment / Document Upload Screenshot #1 for step 1-2, Screenshot #2 for step 3, Screenshot #3 for step 4-5)

  28. 3. ApplicationSet Up E. Populating Master List of Products (Catalog): Method 2&3: Document Upload / ObtainmentScreenshot #1:

  29. 3. ApplicationSet Up E. Populating Master List of Products (Catalog): Method 2&3: Document Upload / ObtainmentScreenshot #2:

  30. 3. ApplicationSet Up E. Populating Master List of Products (Catalog): Method 2&3: Document Upload / ObtainmentScreenshot #3:

  31. 3. ApplicationSet Up F. Assign Inventories to Each Location: • Before an Inventory Manager can populate each site, the Catalog Manager must have completed the catalog population – or ‘master list’ of products • An Inventory Manager is then responsible for populating each location under his/her control with products from the catalog. (See Creating Facility Inventories Screenshot #1 for step 1–4, Screenshot #2 for step 5)

  32. 3. ApplicationSet Up F. Assign Inventories to each Location: Step 1) From the horizontal menu bar, select: Inventory > Build Inventory Step 2) Select the location for which you want to build an inventory. Step 3) Build Search Criteria A. Populate product selection list by choosing relevant group: • All Products: This will display all the products from the catalog. • Products In Inventory: This will display all products already assigned to this locations inventory. • Products Not In Inventory: This will display only the products not assigned to this locations inventory. B. Choose search criteria to refine down product group results – product name, manufacturer name, etc. Step 4) Click “Go” to pull up search results. Step 5) Add a check mark beside a product name to assign that product into the inventory for the selected location. A red flag will appear beside the checkbox to indicate the product has been successfully assigned. (See Creating Facility Inventories Screenshot #1 for step 1–4, Screenshot #2 for step 5)

  33. 3. ApplicationSet Up F. Assign Inventories Screenshot #1:

  34. 3. ApplicationSet Up F. Assign Inventories Screenshot #2:

  35. 4. (M)SDS Search A. Searching for an (M)SDS: Step 1) From the horizontal menu bar, select: (M)SDS Step 2)Click “Show All” to display all products available. OR Use search criteria to refine down results. Example: “Gojo Hand Cleaner”, by GOJO Industries. • Select one of search criteria from first drop down box: • “Product name” = Gojo Hand Cleaner And/or • “Manufacturer name” = GOJO Industries Multiple criteria can be selected sequentially to help refine results. • Select one of the search methods from second drop down box: • Contains = “cleaner” • Equals = “Gojo Hand Cleaner” • Begins with = “Goj”. All words beginning with these letters will be suggested while typing out the rest of the product name. • Click “Search” to display search results. (See Search Criteria Screenshot #1 for step 1, Screenshot #2 for step 2)

  36. 4. (M)SDS Search A. Search Criteria Screenshot #1:

  37. 4. (M)SDS Search A. Search Criteria Screenshot #2:

  38. 4. (M)SDS Search B. Search Results: • Search results are sorted alphabetically by product name. • Re-sort results by a different column by clicking on a different column header. Step 1) The total number of records found is displayed in the bottom right corner. To increase the volume of results displayed per page click the drop-down selection box. Step 2) To view all (M)SDS for the product selected, or to Email or Fax those documents, click the document icon beside the product name: A pop-up menu will display all of the documents available for the product selected. Step 3) To move to the next page of search results, click the navigation arrows at the bottom of the page. (See Search Results Screenshot #1 for step 1-3)

  39. 4. (M)SDS Search B. Search Results Screenshot #1:

  40. 5. Reports Report Sections • Product Catalog > Catalog Reports General reports regarding your master list of products, and their (M)SDS status. • Inventory > Inventory Reports Generate product and manufacturer list reports by location. • Admin > Event Journal General audit reports for your 3E Online application activity.

  41. 5. Reports Generate Reports Step 1) From the horizontal menu bar, select: Product Catalog > Catalog Reports or Inventory > Inventory Reports or Admin > Event Journal Step 2) Create report: • Select a location (if within Inventory Reports or Event Journal) • Select a report template from the list of options, or “Event Type” if within Event Journal. • Add a custom value to the report (optional) Step 3) Click “Run Report”. A pop-up window will display the created report results. Step 4) Export report: • In the top right of the report, click on the drop-down menu “Select a Format”. • Select one of the 6 output formats. • Click “Export-Print”. A pop-up window should appear asking you to either open or save the file. • Click “Save” and select a location on your computer to save the file into. (See Reports Screenshot #1 for step 1-3, Screenshot #2 for step 4)

  42. 5. Reports Reports Screenshot #1:

  43. 5. Reports Reports Screenshot #2:

  44. 6. Labeling Generate Labels: There are 2 types of label templates: “LabelMaster” and “Avery”. • LabelMaster labels can be purchased directly from their website, a link is provided on the template window. • Avery labels can be purchased both online and from most office supply stores. • Please reference Step 4(i) for LabelMaster and Avery stock numbers. Step 1) Search for a product within Catalog > Search Catalog or Inventory > Search Inventory. After finding your product, click on the “Action” button to the left of the product name to open a drop-down menu of action items, select “Labels” from this list. Step 2) Choose a label type from the list of available categories. Click the plus (+) sign to expand template size options available within each category. Example: 14/page = 14 labels created on a single 8 ½ by 11 label sheet. Step 3) Choose a source document: A product may have several MSDS associated to it depending on the languages and countries selected for your 3E Online application. Please select the appropriate source document for the label. Example: For a Canadian WHMIS label, select the Canadian MSDS. If your source MSDS is not available, it is possible to use an alternate document and manually fill out missing criteria – i.e. use a US MSDS for a Canadian label. (See Labels Screenshot #1 for step 1, Screenshot #2 for step 2-3)

  45. 6. Labeling Generate Labels: Step 4) • Ensure you have correct printing paper. • Each label template requires a specific type of label paper. The required label type and stock number is specified within each template. Example: “Requires Avery Labels - Laser:5163 (2" x 4") • Please check your printer to make sure it can print using the specific label paper. • Choose number of labels required, and on which label to start printing: • This allows you to only print the number of labels you need. • Select on which label number to start printing - Already peeled off several labels from your label paper? Begin printing on#4. • View Label: • Click this button to generate the label as a .pdf file. • Once the label .pdf is created, preview to ensure it contains all the required information before printing. • Be sure to add the specific label paper required into your printer before printing. • “Labels not printing correctly?” – LabelMaster templates only. • Utilize these options to correct any miss-alignment. (See Labels Screenshot #3 for set 4, Screenshot #4-6 for example of WHMIS label)

  46. 6. Labeling Labels Screenshot #1:

  47. 6. Labeling Labels Screenshot #2:

  48. 6. Labeling Labels Screenshot #3:

  49. 6. Labeling Labels Screenshot #4: WHMIS Label

  50. 6. Labeling Labels Screenshot #5: WHMIS Label

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