Basics of using a Ramco Enterprise Series web page

  

What would you like to do?

Opening a Web page

 After the page appears, you may

When you complete selecting / viewing / entering data in all the required fields in the page, you can either

Knowing what a Web page consist of

Any web page you open will consist of some or all of the following elements.

To know more about these elements, refer to the topic Elements of the Ramco Enterprise Series Web page

Adding a record

You can add a  new record through a Create page. You are to enter a unique code to identify the record, along with other details of the record such as description, type, etc. This unique code of the record

Selecting a record

You will need to select records from a multiline, before proceeding to edit, delete, authorize or carry out any certain other actions on the record.

Deleting a record

Deleting a record is typically carried out through the Edit page of an Activity. You can delete a record, provided the record has not been edited, amended, authorized or mapped to  any other record. In short, the record must not have been used by any other transaction. You are to

Adding a multiline row

A multiline row can be added, using the toolbar icons above the multiline. It can be either inserted between two existing multiline rows, or added to the end of the last row . You are to

Deleting a multiline row

A multiline row can be deleted, using the toolbar icons above the multiline. The item to be deleted must not have been used in any transaction, so far. You are to

Editing a  record

You can edit most records through an Edit page. Although the rules governing the fields to be edited will differ between record types, most records do not allow an edit of the unique code identifying the record. Example, an employee record can allow most of the fields to be edited except the Employee Code field.

You can edit a record, provided the record has not been authorized or mapped to any other record. In short, the record must not have been used by any other transaction. You are to

Authorizing a record

A record is authorized by any employee who has been given supervisory rights. After the record is authorized, it cannot be edited or deleted unless it is  unauthorized first.

Keeping two web pages open simultaneously

To keep two pages open at the same time, you are to open the browser twice. This implies that you  login separately each time, and select the required activity and page.

What is the bare minimum to enter?

When you open a web page, certain fields in the page will be bold. These are the mandatory fields to enter, in order to create and save records in the web page. All the other fields in the page are optional.

Before using a Ramco Enterprise Series Web page

Components, activities and tasks

Before you get started on the Ramco Enterprise Series Web page, you need to know a few concepts based on which Ramco Enterprise Series works. These can be summed up in the few key words that follow.

The Business Component refers to a set of logical actions or transactions grouped under a name. Examples of business components could be "Employee Personal Information" and "Organization Structure" .

An Activity refers to any action or  transaction under a Business Component. When the business component is "Organization Structure", the Activities under it could be "Create Department", "Edit Department", "Create Grade" and "Edit Grade".  An activity often involves one or more web pages. For instance, the activity "Edit Department" may involve the following web pages:

 In effect, these are the Web Pages on which you work. When you are working on a Web page, you are often carrying out a step in an Activity. Because there can be multiple steps in an Activity, you may use multiple Web Pages to carry out the Activity.

Note that there are several instances when a single Web page is used to carry out the activity directly.

Correlating tasks to web pages

Given below is an example of the Web pages under an Activity, and the task correlating to each Web page.

Go to…

For…

Select Department to Edit

Selecting the department whose details must be edited

Edit Department

Editing the department details

Department to Cost Center Mapping

Mapping the department to a cost center

Department to Competency Mapping

Mapping the department to a competency

Department to Org. Unit Mapping

Mapping the department to an organization unit

The second page is a hyperlink from the first page. The remaining pages are hyperlinks from the first page or other pages.

More about the Select web page

You normally encounter a Select page  before recording, editing or viewing a record. "Select Employee To Record Personal Information" is an example of a select page. Through this entry page, you can search for an employee record, as follows:

Elements of the Ramco Enterprise Series Web Page

To use the Web page, here are the basic elements you will be working with.

Element

Icon

Description

Page

 

This constitutes the entire document that you view online, which you use to either type in information or view information. All other elements described below, except the Show/Hide button, will be inside the page.

Multiline

 

A table, consisting of multiple rows and columns. Each row contains a single record. Each item of information in the record appears under a column header. Show

Alternatively, the rows in the multiline do not need to be complete records. They can form a part of a complete record, and refer to those specific fields in the record where there are multiple rows of information. For instance, an employee's record could contain language proficiency details. This will need multiple rows to be entered, each row specifying his proficiency in a different language.

Link  

 

Any item, which when selected, takes you to another Web page.

Data Hyperlink

 

Any data in a field, which when selected, takes you to another Web page.

Search Criteria

 

Refers to fields that you can enter, such as "From Date" and "To Date", to tell the system to retrieve only those records satisfying these specifications. Essentially, these filters are the criteria that you specify to enable the system to narrow down the list of records that must be displayed.

Drop-down list box  

This refers to the list box that appears when you click inside a field containing a downward arrow. The list box shows a list of items, each of which represent an action you can choose.

Field

Each data element in a page, which is either displayed automatically or which you enter/ type in, is a field.

Lens  

The icon positioned next to fields where code search facility is available. Click this icon to search for a code or number. Eg: Help on Employee Code.

Select check box  

A small square box normally occurring as the second column of every multiline row. It precedes the record in the row. When you position the mouse pointer on it and click, a tick mark appears within the square box, indicating that the record in the row is selected for an action.

First Record  

Select this button on the tool bar above the multiline, to view the first set of multiline records.

Previous Record  

Select this button on the tool bar above the multiline, to view the set of multiline records immediately preceding the currently displayed set of multiline records.

Next Record  

Select this button on the tool bar above the multiline, to view the next set of multiline records. "Next" is applicable when the number of multiline records that the system displays cannot be accommodated in the current set of multiline rows and must be continued into the next set of multiline rows.

Last Record  

Select this button on the tool bar above the multiline, to view the last set of multiline records.

Insert Record  

Select this button on the tool bar above the multiline, to insert a record in the multiline.

Delete Record  

Select this button on the tool bar above the multiline, to delete the selected record in the multiline.

Search Record  

Select this button on the tool bar above the multiline, to search for a record in the multiline.

Pushbutton

A rectangular button that performs an action when clicked. For example, clicking the "Add Employee" pushbutton saves the employee details entered in the page.

Zoom

Double click this icon, to enter a dialog box in which you can type in your comments. You are to save the comments, by selecting the "Save" pushbutton in the dialog box.

Home

A button that you select on the Web Page tool bar to go to the web page set as the home page.

Refresh

A button that you select on the Web Page tool bar to enable the system to fetch the most recently updated data from the database. When you select this button in a Create page, the fields are made blank.

Cancel  

A button that you select on the Web Page tool bar to come out of the Web page without effecting any action that you might have carried out in the Web page. Note that Cancel only ensures that the changes you made after the last Save do not come into effect.

Change Password

A button that you select on the Web Page tool bar to change the password settings for the currently logged in user.

Online  Help  

A button that you select on the Web Page tool bar to launch the context-sensitive online help for the page.

Logout

A button that you select on the Web Page tool bar to log out of the Ramco Enterprise Series application session.

Context

A login user can use this button to switch across organization units or roles.

Favorites

Use this button to select Activities as your favorites. Activities can be across the Components to which you have access.

Defaults

Use this button to select the organization unit to which you will be logged in, by default.

Preferences

Use this button to set the style and format for Numeric, Date and Time displays.

Show/Hide

This button toggles, upon selection, between showing the left pane and hiding it. It is located at the top left on the Web page.

A typical Ramco Enterprise Series Web Page

  

Multiline

 Web Page Tool bar

  

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

What would you like to do?

 

 

Open a web page

 

Know what a web page consists of

 

Add a record

 

Select a record

 

Delete a record

 

Add a multiline row

 

Delete a multiline row

 

Edit a record

 

Authorize a record

 

Keep two web pages simultaneously open

 

Find out the bare minimum to enter in a page