Free Essay

Poc Plan

In:

Submitted By rgovender
Words 4365
Pages 18
POC Planning Document

POC GOALS: • To test the Maximo upgrade from the current version of Maximo 4.01 to version 6 ensuring full data integrity and accuracy.

• The POC must ensure that the Maximo software is fully operational within the Illovo architecture and environment i.e. the POC must test co-existence with all other Illovo software products and hardware.

• The POC must also ensure that all re-worked existing application interfaces are fully operational on the upgraded version.

• The following new requirements must be met: - Provision of a scheduling tool and full integration with MS project - Fully operational new interfaces as defined in the Functional Specification

• All existing application customisations must be re-applied and must be fully functional

• Reports as defined in the functional specification must be fully functional

• The POC must also result in a standard migration path being documented to ensure a smooth rollout and implementation process.

• To select/Replace the thin client (NCD 200) with new models that meet business requirements (Group replacement)

• To select and install hardware for the Maximo Application/Report server (Maximo & Kronos Sites only)

• The architecture selected must cater for SA and African Maximo hardware requirements.

APPLICATION POC OBJECTIVES

• To migrate all current Maximo transactional data from version 4.01 to the new release version 6 and to document an appropriate migration path.

• Configuration/re-application of all current Maximo customizations as documented in the Functional Specification.

• To determine the migration path for existing Crystal reports on the new Maximo version.

• To configure all required customized reports as documented in the Functional Specification and to ensure that all customized reports are fully operational.

• To ensure that all standard Maximo functionality is fully operational

• To implement a standard scheduling tool (within SA and in Africa) which can be used for the planning and scheduling of maintenance during the off-crop period. The business requirements for the scheduling tool are documented in the Functional Specification.

• To ensure seamless integration with MS project and Maximo

• Provision of adequate management reports as documented in the Functional Specification

• To ensure all current interfaces to Maximo are fully operational

The Scope of this project is to test the amendments of the following Tranquillity Application interfaces to Maximo:

- Inventory interface to Maximo - Issues interface to Maximo - General Ledger (ACK) interface to Maximo - Vendor master interface to Maximo - Purchase Order interface to Maximo - Purchase Order Receipts interface to Maximo - Single Point of Entry interface to Maximo

• To test the following two additional interfaces viz. On line Purchase Requisitions to Maximo and Kronos T&A Interface to Maximo

• To ensure that the current version of Maximo is supported on Illovo architecture and platforms.

• To test the co-existence with all other Illovo applications.

• To ensure that all user hardware meets the Maximo minimum hardware requirements and upgrade end-user hardware where required

• To provide for a smooth migration path in Ubombo and in Malawi

• To provide for a software model that can be implemented at Nakambala and Kilombero.

INFRASTRUCTURE OBJECTIVES:

• Ensure that the hardware selected will cater for future growth, current and new applications. (Based on current information & capacity plan provided by Infowave)

• Specify the correct spec & sizing for the Maximo Web Server for every site based on the site size (ie ML370/ML570, amount of memory and disk) Based on stress and functionality testing.

• Specify the exact configuration / standards of the server : hardware, OS, anti virus, application (IW), (SOP – installation / support )

• Test sms updates of the new Maximo server.

• Assess impact on Network bandwidth, ie Maximo / TS / Linux / GS server (all servers must connect to the network at 1 gig full duplex)

• Current hardware standards will apply which have been proven - HP

• Application functionality test with the new hardware and OS .Test the impact on the server resources .

• Test the entire architecture (Linux server, Terminal server, General server, Print server, Maximo web server) interaction of the servers and printing.

• Conduct P.O.C with the new hardware against existing hardware and all applications

• Test local browsing vs server browsing (memory & OS version upgrades on TS [windows 2003 ent server])

• Impact analysis on different VM plug in ie JRE/JINITIATOR

• Revise technical specifications/architecture for thin clients

• Review/revise client equipment replacement plan

• Decide if the Maximo web server can be shared with Kronos

• Specify the change control process for Maximo web server upgrades from IST / involvement of Bytes

• Specify the support, backup and recovery processes for the server (data, OS, application, anti-virus ) ie Bytes to have admin account , iw to have support account with restrictions to that server and specific services. (How will DR in Africa work?)

• Specify interfaces and key dependant services on other servers (IW)

• Specify DR and dev requirements and environment (hardware & processes) Need a dedicated DR and dev box.

• Specify / Test impact of remoter support to sites (if different)

POC Dependencies:

BTG: • Successful completion of the Windows 2003 upgrade with no major impacts on the Maximo Upgrade project (need to discuss this – may or may not be accurate) • Linux servers need to connect at 1gig • Signed orders for equipment & BTG effort required for POC • Equipment required for POC • Support staff availability • Decision on approach for Windows 2003 upgrade • Acceptance from Illovo that Real life DR scenario's take precedence over testing. Bytes DR testing will only take place for 2 sa and 2 africa sites

IST • Timeous procurement of the Maximo Application server and hardware required for the POC.

• Timeous delivery of the Maximo 6 software to Infowave (15 January 2006)

• Completion of the upgrade initiation tasks by IST as documented below

Installation of MAXIMO 6 on IST development server

Restoration of the Illovo Sezela database

Fully documented Functional and Technical specification signed off by the business representatives.

Preliminary Database upgrade to test the data migration process to determine whether the application utility or scripts will be used to convert the data.

To have documents and completed all screen configurations

To have documented and completed all custom functionality development (Old MAXCUST)

To have documented and completed all required Actuate Report development Completion of internal satisfactory system testing by IST

To have documented all configured business rules.

Completion of the upgrade initiation tasks by Infowave as documented below

Re-work of all existing interfaces must be completed

Analysis, design and build of On line Purchase Requisitions to Maximo and Kronos T&A Interface to Maximo

System testing must be completed.

• No material differences exist between the current installation of Maximo with SA and at Ubombo and in Malawi. IST must have completed a full database comparison between the African and SA sites to ensure that no material differences exist.

• Stress test must confirm sizing of the application Server . If not impact lingth OPoc

POC Environment to be created:

Summary

• Servers : GS (existing 570 dr) , TS (existing 570 dr) , Print (need) , Linux TS (existing 570 dr), New Maximo web server (need a 370) • Clients : Thins (10 latest spec for stress testing?, new?) fats – 4 (functionality) - old and new thins (will there be a once off replacement/ phased in replacements ? – Likewise with monitors what will the replacement approach be) Test co-existence ??? • Network: 1 switch (need 1 48 port * 100 meg alcatel ) • Server monitoring (TS/Maximo/GS) • Network Monitoring – tool (server to server , server to client) • Bytes Staff – Dirk, Praniel, Stephen or Cas • Location: Infowave meeting room

Systems to be tested: Sezela environment to be re-created • Tranquilllity • Intranet • Payroll - Unique • Report writer / viewer –Drake & Discoever • Kronos & Keymaster • Canepro • OPM

POC Approach
Windows 2003 Upgrade to be performed
Maximo POC to be conducted after 2003 POC
Co-existence and impact on all application to be tested after Maximo POC completed

Dates and Detail steps to be discussed

POC Scope of Work:

BTG Effort:

• Procure loan servers for POC - WTS, App Server 42 days 2006/01/15 to 2006/02/27 (Use existing DR servers for WTS new server needed for App server)

• Procure end user hardware for POC 42 days 2006/01/15 to 2006/02/27

• Setup of Development Environment for POC (WTS, GS, Fat and Thin Clients) - architecture and all operating systems (16 hours - no charge)

• Setup of fat and thin clients – new thin client , new 1024 x 768 monitors ( no charge)

• Restore the Sezela environment onto the development server (explain?)

• Hardware setup of "Maximo Server" (2 hours - no charge )

• Installation of OS on "Maximo Server" (6 hours – PR)

• DeskTop and Server OS support for duration of POC (Estimate total 8 hours)

• Support during User Acceptance and Stress Tests. (Estimate total 8 hours.)

• Performance Monitoring of the various servers during the POC (Estimate total 8 hours) • To ensure that all user hardware meets the Maximo minimum hardware requirements and upgrade end-user hardware where required • Document findings and specifications, graph & statistics of stress testing , configurations (SOPs) (PR / SA : 32 hours.)
Estimate Total hours : 62 billable hours @ R425 = R26 350 (will bill actuals hours spet)

Roll-Out ( for 10 sites) • Review site specific requirements for servers (racks. UPS, aircon etc) • Hardware setup of "Maximo Server" 2 hours, No charge • Installation of OS on "Maximo Server" Includes patches, (6 hours per server ) • Deliver Server to IFW for pre-installation of "Maximo" No charge • Couriering of Server to appropriate mill (No cost for SA mill. Extra cost in Africa – need to agree mode of transport) • Installation of server on-site – no charge – done by the on-site engineer. (on-site engineer will need assistance from the business / Infowave to install the server into the rack) • Onsite Tech to be available during the cut-over week and weekend for support as well as to allow IST and IFW consultants access to servers and server rooms etc. (Need to charge for overtime on weekend and evenings. Needs to be discussed. ) • Senior HO staff available in the event on-site staff require assistance. Budget standby (needs to be discussed)

IST and Infowave Application Development:

• InfoWave together with IST will install, upgrade and test Maximo and its components ( Actuate etc).

• IST and Infowave conduct a "User Acceptance Test" to ensure that the functionality of the upgraded Maximo works and that all interfaces are fully operational.

• IST and InfoWave will conduct a "Stress Test" simulating 20 users to ensure server performance is adequate. How will this be achieved fro an end users perspective

• IST to migrate all Sezela Maximo transactional data from version 4.01 to version 6

• IST to prepare a White paper documenting the data migration approach

• IST to provide a signed off Technical specification for all Maximo customization, business rules and customized reports .

• IST to prepare a White Paper for converting existing Crystal reports to the new Maximo version.

• IST to ensure that all standard Maximo functional is fully operational

• IST to provide a Technical specification for the configuration of the scheduling tool (within SA and in Africa).

• IST to test and prove seamless integration with MS project and Maximo

Infowave development The Scope of this project is to test the amendments of the following Tranquillity Application interfaces to Maximo:

- Inventory interface to Maximo - Issues interface to Maximo - General Ledger (ACK) interface to Maximo - Vendor master interface to Maximo - Purchase Order interface to Maximo - Purchase Order Receipts interface to Maximo - Single Point of Entry interface to Maximo

• To test the following two additional interfaces viz. On line Purchase Requisitions to Maximo and Kronos T&A Interface to Maximo

• To provide for a smooth migration path in Ubombo and in Malawi

• To provide for a software model that can be implemented at Nakambala and Kilombero.

BUSINESS RESOURCES: • To ensure that the upgraded version of Maximo is supported on Illovo architecture and platforms.

• To test the co-existence with all other Illovo applications.

Detailed Infowave Technical Tasks

• Installation and Configuration/Tuning of IBM Websphere,ACTUATE and Maximo Application

• Setup Dev Environment - (Maximo Database, Tranquillity Database, Interfaces, Clients)

• Create New Maximo 5 Database

• Create New Maximo 6 Database

• Upgrade from Maximo 4.1.1 to 5.2 - Write and Test Database scripts - As per IST

• Upgrade from Maximo 5.2 to 6 - Using Upgrade Utility. Backup and Restores of Databases Required - As per IST

• Assistance during the POC w.r.t Report Development

• Interfaces – Tech Detail of Effort ??

• Assistance during User Acceptance Testing

• Assistance in Stress Testing

• Database Performance Tuning

• Documentation (White Papers, Server setup, Client setup, Middleware setup)

acceptance criteria

APPLICATION • Successful Maximo upgrade from version 4.01 to version 6 • Accurate take-on and conversion of historical data with no loss of data or data integrity • Fully operational Maximo package with all current customization being successfully re-applied meeting all current Illovo business requirements. • Fully functional scheduling tool with full integration between Maximo and MS project such that the scheduling tool support the planning and scheduling of offcrop maintenance • The developed reports must meet all current Illovo requirements and must all be fully operational. • Fully Operational interfaces between Maximo and Tranquillity • Adequate performance of the server during the stress test\

ARCHITECTURE

• The hardware must function with the constraints of the existing Illovo architecture. • The hardware is compatible with all existing applications and known future applications • The acceptance criteria listed above will be tested during the planned POC to finalise acceptance sign off. • Analysis of different models of thin clients and selecting the appropriate model • Performance of the proposed Application/Report Server. • Proof of concept testing for all applications including the new Maximo release . • Testing via PC’s • Testing existing range of monitors with new thin client model for screen resolution compatibility • POC server testing for smaller Maximo sites Nchalo and Dwangwa

Reviews and approval

The following reviews and approvals of deliverables are required.

|Deliverable |Review |Approval |
|Thin Client Performance |Ravie Govender |Dave Schaller |
|Application/Report Server Performance |Ravie Govender |Dave Schaller |
|Monitor Replacement |Ravie Govender |Dave Schaller |
|Sign-off of Maximo Functionality |Paddy Richards |Barry Cornish |
|Sign-off of Maximo Customisations |Paddy Richards |Barry Cornish |
|Sign-off of Maximo Customised Reports |Paddy Richards |Barry Cornish |
|Sign-off of Maximo Interfaces |Paddy Richards |Barry Cornish |
|Sign-off of Maximo Scheduling Tool |Paddy Richards |Barry Cornish |
|Sign-off of Integration with MS project |Paddy Richards |Barry Cornish |

PROJECT resources

roles

The following roles and applicable to this project

|Role |Person Responsible |Organisation |
|Project Sponsor |Barry Cornish |Illovo Group IT |
|Overall Maximo Project Manager |Angela Oosthuizen |Illovo Group IT |
|Business Representative |Paddy Richards |Illovo Noodsberg |
|Business Representative |Maurice Schmidt |Illovo Sezela |
|African Representatives |Tokyo Dlamini |Illovo Ubombo |
| |? |Illovo Nakambala |
| | |Illovo Malawi (NH & DW) |
|IST Project Manager |Kobie Van Rooy |IST |
|Infowave Technical |Usheer Singh |Infowave |
|Infowave Development |Ashwin Maharaj |Infowave |
|Functional Representative |Bryan Baxter |BTG |
|Technical Representative |Deon/Andre |Infowave/BTG |
|Project Administrator |Michelle Naidoo |IllovoGroup It |

POC project team

The POC Project Team will consist of the following individuals

|Person Responsible |Organisation |
|Ravie Govender |Illovo Group IT |
|Angela Oosthuizen |Illovo Group IT |
|Deon Somers |Infowave |
|Usheer Singh |Infowave |
|Bryan Baxter |Bytes Technology Group |
|Andre du Toit |Bytes Technology Group |
|Steven Arnott |Bytes Technology Group (Thin Technology) |
|Kobie Van Rooy |IST |
|Ashwin Maharaj |Infowave |
|Bryan Baxter |BTG |
|Deon/Andre |Infowave/BTG |
|Michelle Naidoo |IllovoGroup It |

TEST PLAN

GENERIC TEST OF MAXIMO FUNCTIONALITY

1 Functionality

WORK ORDERS:
• Work order tracking

create, view, and modify work orders,

view PM and scheduling information,

see which job plan and safety plan is applied,

view the originating work order for a follow-up work order,

identify the failure hierarchy for the equipment or location.

• Work requests

• Quick reporting

• Work manager



3. Customised Reports MMR#1 LTA Maintenance - Avoidable/unavoidable maintenance by department MMR#2 Work productivity – manpower utilisation by employee within supervisor MMR#3 Location costs summary – material and labour costs per location MMR#4 Planned/unplanned work ratios by supervisor MMR#5 Location repeat work – work orders by foreman MMR#6 Outstanding work orders / planned hours – per supervisor MMR#7 Call outs last season vs this season – by location and by supervisor

DETAILED TEST PLAN : GENERIC MAXIMO FUNCTIONALITY TEST

2 WORK ORDERS:

Work order tracking

• Create Work orders from here as well as from the Quick Reporting, Work Requests, Condition Monitoring, and Preventive Maintenance modules.

• Change status (change status as the work order progresses – waiting for approval, wait for material, initiate, un-approve, approve, complete, close, cancel) • View status history • Schedule work orders (NB) • Group several work orders (either by selecting a parent in a hierarchy or by multi-selecting via a query) and then choose the Schedule screen which has the following tabs: • Project – create or use an existing project, describe it and set dates. • Work Orders – define the method of driving the project, etc. • Crafts & Tools – choose schedule resources for crafts, tools and shifts • Purchasing – define whether waiting for PR or PO milestones must be factored into the scheduling. • Field/Code map – choose which information should be transferred to the scheduler (define layout) • Generate follow-up work (copy this work order to a new work order for follow up) • Apply route (link route to work order) • Toggle summary/detail • Remove work plan • Select safety components (link more components) • Remove safety plan • Move/modify equipment • View follow-up work • View Purchase Order information • View received services • View hierarchy grand totals (costing) • Test the ASICUST business rules

Work requests

Work requests: Enter details of problem and link to a Location or piece of equipment.
Apply a route if necessary. A customized button allows access to another screen where the Location Downtime Work Order and down time information is captured or viewed.

Quick reporting

Create new or modify open work orders or small jobs.
Actual labor and material usage information can be entered

Work manager (NB only)

Specify which labor you want applied to specific work orders at specific times – Dispatch mode, planning mode, centralised despatching, self despatching.

3

4 PREVENTIVE MAINTENANCE

Add scheduling and work order details. Each PM record is linked to equipment, location or a GL account. It can be linked to a job plan if only one needed. Connect to a Route (an equipment hierarchy) if wanted.

Build a hierarchy of PM jobs, which will then generate a hierarchy of Work Orders

View sequence (view a projected long-term job plan sequence based on settings from the Job Plan Sequence tab).

Generate work order (Generate scheduled work orders for your work assets using frequency, hierarchies, etc.)

Create associated PM’s (associate PM’s to a Master PM)

OFF CROP PERIODS

This is a customized screen – created for Illovo, where details of off-crop start and end dates over four years are recorded

5 INVENTORY (Infowave to test)

- Reorder (direct issue and stocked items) - Issue item - Transfer item - View on order quantities - View vendor analysis (prices, quality, performance) - View item availability - Adjust inventory – reconcile balances - Adjust inventory – zero YTD quantities - Adjust inventory – adjust current balances - Adjust inventory – adjust physical count - Adjust inventory – adjust standard cost - Adjust inventory – adjust average cost - Adjust inventory – change capitalized status (GL Accounts) - Add item to storeroom - Add/modify storeroom - Remove items

Issues and transfers

- Select reserved items (show items reserved for work orders) - Issue reserved items to a work order (drag from reserved list) - Select equipment spare parts - Modify reservations (reserve items for a work order) - Select items for return (receive previously issued items back into store) - Move/modify equipment (move equipment from one location to another or from one parent in hierarchy to another)

Asset catalog setup

- Add/modify Classifications (a master list of classifications) - Add/modify Attributes (list of attributes to be used in classifications & asset register) - Add/modify Measure Units (standard units of measurement) - Add/modify Domains (lists of text values or numeric values that are valid when entering a specification)

Item assembly structures

6 EQUIPMENT

- View status history - Drilldown (equipment/location hierarchy) - Reset meter readings - Update average units per day (meters) - Move/modify equipment (within locations) - View equipment move history - Zero equipment costs - Change item number

Operating locations

- change status (decommissioned, operating, planned) - view status history - open drilldown (to link locations to locations) - select system (to link into an existing network)

Failure codes

Condition monitoring

- Generate a work order (If the equipment’s measurements are outside the acceptable limits one can generate a work order)

Routes Generate work order

PURCHASING

Purchase requisitions (Interface Test)

- Assign PR items to a Purchase Order: (Use the actions to either create a purchase order from the unassigned items on the PR, or assign individual lines to a PO.) - Change PR status: (Status is initially set to “wait for approval”. This status can be changed and a history is kept). - View status history: (allow viewing of changes to status) - Move/modify equipment - Add/modify Order Unit values (list of measurement units & conversion factors) - Add/modify Standard Services (list of services eg. freight)

Request for quotation (??)

- change status
- view status history
- define PR to RFQ filter
- copy PR line items to RFQ
- modify multiple quotation lines
- move/modify equipment

Purchase orders

- Change status - View status history - Define PR to PO filter - Copy PR line to PO line - Create PO from PR - Create/View agreements (blanket & pricing agreements) - View vendor analysis for item - View related PR line items - View all PR line items - View Invoice lines - Complete/Approve receipts

Invoices (Not to be tested)

- View status history: (the history of status changes for an invoice). - Add/Modify order units: (Maintain a common table used for converting units from the order unit-of-measure to the issue unit-of-measure). - Add/Modify standard services: (Maintain the common table listing standard services, such as Freight. The data held covers code, description, prorate indicator, GL account code and Tax rate). - Distribute costs (enter a cost once and distribute between line items)

7 PLANS

Safety plans

Safety plan:

Hazards & precautions:

Hazardous materials:

Tag outs:

Safety hazards

Hazards:
Precautions:
Tag outs:

Safety precautions

Lock out / tag out

8 LABOR

Crafts Labor reporting Labor groups

9

10 CALENDARS

- Calculate calendar work hours (calculate the total number of work hours between specified dates) - Summarize working time by craft (view a summary of working hours for a craft) - Go to date - Apply non-working time (specify a non-working period, such as Personal, Sick, Vacation, or Other, to apply to the calendar). - Delete work periods (from the current calendar or from selected calendars). - Define/apply shifts (create shifts to apply to the calendar). - Define/apply holidays (define or modify a list of holidays to apply).

RESOURCES

Tools

CUSTOM APPLICATIONS

Test all current CUSTOM APPLICATIONS and how the customisation has been re-pplied

Master list of custom built and extra applications that have been created.

- SEASONS – Off crop periods - OCHIST – Off crop history - LOCDOWN – Location downtime - RESETPM – Reset PM for Off Crop - LOCX – Additional Location Info - WOX – Report downtime

Reports and other apps

Test all Customised Reports MMR#1 LTA Maintenance - Avoidable/unavoidable maintenance by department MMR#2 Work productivity – manpower utilisation by employee within supervisor MMR#3 Location costs summary – material and labour costs per location MMR#4 Planned/unplanned work ratios by supervisor MMR#5 Location repeat work – work orders by foreman MMR#6 Outstanding work orders / planned hours – per supervisor MMR#7 Call outs last season vs this season – by location and by supervisor

Analyzer Report Writer Failure analysis Inventory analysis Labour analysis Material forecast analysis Vendor analysis Work analysis

SQR Report Writer Employee attendance analysis Availability stats by location Call out report x 2 Restore links Daily maintenance schedule by supervisor Equipment cost rollup report x 4 Delinquent work order report Employee job assignments Daily work order assignment Electronic commerce file APPENDIX A : MAXIMO TEST PLAN

These are the recommended steps to ensure that the data from the Illovo Financials is being inserted into the interface tables.

Issues Interface:
1. Choose a material item.
2. Choose and example Works Order number from Maximo. Validations to be tested
3. Create an issue (301) for this material item and Works Order Number.
4. Run interface program
5. View data on interface table. (MAX_ISU_INTERFACE.inp)
6. View data on Maximo table. (MATUSETRANS.inp)

Inventory Interface:
For the above material item, view information on screen 332.
Check that the item is flagged for copy to Maximo.
Validations to be tested
Run interface B1660
View data on interface table (MAX_ITM_INTERFACE.inp)

Purchase Order Interface:
Create a non-stock PO (127) for the same WO number and authorise the PO (126)
Validations to be tested
Run interface B1664
View data on the interface table (MAX_PO_INTERFACE.inp)

Receipts Interface:
Capture a receipt (145) for the above PO.
Validations to be tested
Run interface B1671
View data on the interface table (MAX_RCV_INTERFACE.inp)

Chart of Accounts Interface:
Run the interface B1662
Validations to be tested
View data for one account on the interface table (MAX_COA_INTERFACE.inp)

- Update database – update GL links on database transactions after changing GL information – three methods from cautious to update all. - Financial periods – define and control accounting periods. - GL Component management – maintain the 8 levels of code which make up a GL account. - Inventory related accounts – a list of locations (courier/labor/storeroom) and any linked GL accounts - Company related accounts – A list of company types linked to 3 types of accounts (RBNI received but not invoiced), AP (accounts payable), AP control account. - Resource control accounts – Internal labor (link work locations to accounts) - Resource control accounts – External labor (link Vendors to accounts) - Resource control accounts – Internal tools (link one account) - Resource control accounts – External tools (link Vendor to accounts) - Resource codes – Labor (categorise labor elements of GL accounts as Outside Yes/No) - Resource codes – Tools (categorise tool elements of GL accounts as Outside Yes/No) - Resource codes – Inventory (link inventory types to account code components)

Companies (Vendor) Interface:
Run the interface B1663
Validations to be tested
View data for one vendor on the interface table (MAX_COM_INTERFACE.inp)

Two new Interfaces (More detail required)
On Line Purchase Requsitions Interface
Kronos –Maximo Interface

Signature security

- View users (list of users for the current group) - Drop users - Drop groups - Add users - Add groups - Re-assign users to groups - Change user password - Set password expiration - Set purchasing limits (set a purchase limit for the current group) - Authorise access to Labor information (restrict the labor/craft codes whose information a user may view) - Authorise access to Storeroom information (restrict the storeroom location codes whose information a user may view) - Authorise access to GL Component information (restrict update on GL components by group)

Similar Documents

Premium Essay

Organizational Change

...achieving near term objectives. Because it helps define appropriate short-term actions, it is more likely that the same line manager, making the staffing decision will still be in place to collect the benefits of that decision later on. First of all, it is important to address staffing from a proactive, planning perspective and not just an implantation phase. Even though this approach may have been used before, it is no longer realistic for organizations to assume that the staff needed to implement its plans is readily available and quickly recruited, trained, and qualified to work. Some staffing limitations may impact the company’s ability to implement its plans. For instance, my organization requires that only registered nurses with advance life support certification are to be scheduled to work on sub-acute unit. If this requirement is impossible to fulfill and company is unable recruit a sufficient number of nurses with critical care skills then implantation plan may not be successful. These limitations should...

Words: 641 - Pages: 3

Premium Essay

How to Create an Effective Change Management Plan

...How to Create an Effective Change Management Plan Prosci's Change Management Toolkit is one of the most comprehensive guides for managers, project teams and consultants involved in change management. The toolkit includes detailed planning templates, readiness assessments and guidelines for building executive sponsorship and managing resistance. Templates include communication plans, training plans, sponsor roadmaps, coaching plans and resistance management plans. Based on research with more than 700 companies, The Change Management Toolkit is a leader’s guide that contains templates and guidelines to help you effectively employ change management and write a complete and professional change management plan. Assessment tools and implementation guidelines will help you implement an effective change management strategy.The Change Management Toolkit enables  you to: * Manage the people side of change, not just the business side. * Develop a change management strategy for your project. * Create a communication plan. * Actively manage resistance to change. | Toolkit elements: * Change management overview - what is change management, why is it important, what can I do to manage change effectively * Assessments - tools for evaluating your change and your organization's readiness for change * Templates - critical document templates for planning and executing change management - provided on CD-ROM * Theories and perspectives - a practical discussion of change principles...

Words: 503 - Pages: 3

Free Essay

Stages of Multimedia Project

...List and briefly discuss the stages of a multimedia project. Be sure to define the milestones that mark the completion of the phase. Firstly, you must develop a sense of its scope and content, having a rough idea in your head on how to design your project. Then I have to develop an organized outline and a plan that is rational in terms of the skills, time, budget, tools, and resources that I have in hand. Scheduling, once I have worked out with my plan that include the phases, tasks and work items that I feel will be required. I have to layout these elements along a timeline. This will usually include milestones at which certain deliverables are to be done. To create a schedule I must estimate the total time required for each task. After scheduling, estimating the cost of the project will be relevant to estimate the entire cost after the project has been completed. It is relatively simple matter to estimate cost and effort, For example, the manufacturing industry. Having a progressive accounts and billing will be saved to review the financial part of the project, for example preparing a cost sheet. Finally, write and structure the elements of the multimedia project. Potential clients do not have a clue about how to make multimedia, but they do have a vision on their project. As a project designer, I will know what, my clients want and how to satisfy them. I occasionally may encounter a more formal request of proposal. This are typically detailed documents from large corporation...

Words: 274 - Pages: 2

Premium Essay

Time Management

...Time Management is very important especially in a busy person,making deadlines/quotas because you make plan so that everything will settled down according before or after the scheduled time. Time management Developing time management skills is a journey that may begin with this Guide, but needs practice and other guidance along the way. One goal is to help yourself become aware of how you use your time as one resource in organizing, prioritizing, and succeeding in your studies in the context of competing activities of friends, work, family, etc. First: try our exercise in time management: How do you spend your time each day? Strategies on using time: These applications of time management have proven to be effective as good study habits. As we go through each strategy, jot down an idea of what each will look like for you: * Blocks of study time and breaks As your school term begins and your course schedule is set, develop and plan for, blocks of study time in a typical week. Blocks ideally are around 50 minutes, but perhaps you become restless after only 30 minutes? Some difficult material may require more frequent breaks. Shorten your study blocks if necessary-but don't forget to return to the task at hand! What you do during your break should give you an opportunity to have a snack, relax, or otherwise refresh or re-energize yourself. For example, place blocks of time when you are most productive: are you a morning person or a night owl? ...

Words: 696 - Pages: 3

Premium Essay

Strategic Planning

...longer is it acceptable simply to make good products that satisfy customers while complying with laws and regulations.  Businesses are now called upon to consider – and, indeed, intentionally to manage – the wider social and environmental consequences of their actions, beyond the requirements of the legal and regulatory settings in which they operate” (Charles River Center, 2008). Thus it is important for Charles River Printing (CRP) to include this concept into its sustainability vision and mission in order to make it as part of their daily operations and grow as a responsible company. To build the strategic planning practices (SPP) for CRP it is important to develop action plans, the timeline for its planning; the level of stakeholder engagement; the governance structure; risk assessment and mitigation plans; and most importantly measure its progress (Pojasek, 2013. p.1). While doing this it is important to integrate the policies and strategies with respect to the economic sustainability, social responsibility and environmental stewardship of the company. Moreover, the goals have to be aligned with the mission, vision and core value of the company and vice versa. The first step is to develop the SPP would be to understand that of its parent company RR Donnelley. The plant manager should try to align the SPP of CRP with the parent company to have a common methodology and then improvise the strategies, while keeping in mind the long term goals of the company. CRP can follow international...

Words: 876 - Pages: 4

Premium Essay

Foundations of Planning

...developing a comprehensive set of plans to integrate and coordinate organizational work. The term planning as used in this chapter refers to formal planning. Types of Planning: * Informal – not written down, little or no sharing of goals with others in the organization * Formal – specific goals covering a period of time are defined II. Why do Managers Plan? Purposes of Planning * Planning gives direction * Reduces the impact of change * Minimizes waste and redundancy * Sets the standard used in controlling Planning and Performance * Generally speaking, however, formal planning is associated with positive financial results. * The quality of the planning process and appropriate implementation probably contribute more to high performance than does the extent of planning. * When formal planning has been shown not to lead to higher performance, the environment is usually the reason. * Organizations need at least four years of systematic formal planning before performance is impacted. III. How do Managers Plan? Elements of Planning A. Goals * Goals are desired outcomes for individuals, groups, or entire organizations. Goals are objectives–the two terms are used interchangeably. They provide the direction for all management decisions and form the criterion against which actual work accomplishments can be measured. B. Plans * Plans are documents that outline how...

Words: 857 - Pages: 4

Premium Essay

Carter Cleaning Company

...other characteristics and establish action plans to attain specific goals. If the Carter Cleaning Company setting up a career planning program the company receives advantages such as improve leadership skills, keeping career on track, dealing with career problems, to help achieve educational targets effectively and also help to evaluate personality. A well-planned career helps to achieve goals. As time passes by, growth and needs change. On my mind, every employee in the company must participate in the career planning program because through this program employees achieve formal education, utilize development opportunities, establish goals, assess interests and skills, values, and responsibility for her/his career. Training and development programs play important role in career planning program too. Program provides different opportunities for learning skills and attitudes related to job. Through the career workshop every employee learning the event in which participant are expected to be actively involved. Career Development Program is lifelong activities which contribute to a person career exploration, establishment, and success. Career Development Programming is delivered through a combination of several processes and methods. I propose a career development program for Carter Cleaning Company which consists of individual development plan, career coaching/counseling plan, training and development program, and career workshop plan; and I hope it will be effective for the company...

Words: 282 - Pages: 2

Premium Essay

Chapter1

...http://edugen.wileyplus.com/edugen/courses/crs4637/rc/jiambalvo3341c... GOAL OF MANAGERIAL ACCOUNTING LEARNING OBJECTIVE 1 State the primary goal of managerial accounting. Virtually all managers need to plan and control their operations and make a variety of decisions. The goal of managerial accounting is to provide the information they need for planning, control, and decision making. If your goal is to be an effective manager, a thorough understanding of managerial accounting is essential. Planning LEARNING OBJECTIVE 2 Describe how budgets are used in planning. Planning is a key activity for all companies. A plan communicates a company's goals to employees aiding coordination of various functions, such as sales and production.A plan also specifies the resources needed to achieve company goals. Budgets for Planning The financial plans prepared by managerial accountants are referred to as budgets. A wide variety of budgets may be prepared. For example, a profit budget indicates planned income, a cash-flow budget indicates planned cash inflows and outflows, and a production budget indicates the planned quantity of production and the expected costs. Consider the production budget for Surge Performance Beverage Company. In the coming year, the company plans to produce 5,000,000 12-ounce bottles. This amount is based on forecasted sales. To produce this volume, the company estimates it will spend $1,500,000 on bottles, $400,000 on ingredients, $150,000 on water,...

Words: 2063 - Pages: 9

Premium Essay

1234

... 1. The most important function of an accounting system is to: a. keep employees from embezzling funds. b. prepare accounting records. c. provide information from decision-making. d. Collect and record data. 2. The phases of an accounting system are: e. setting objectives, planning, analysis. f. identification, recording, analysis, reporting. g. evaluation, processing, output. h. none of the above. 3. The planning process for a business involves: i. setting objectives, long-term plans, and short-term plans. j. objectives and short-term plans. k. objectives and detailed budgets. l. long-term objectives, and long-term plans. 4. Control is best defined as: m. making the employees work harder. n. making the directors perform according to plan. o. giving orders. p. making events conform to plan. 5. Which of the following groups are users of financial information? q. Managers r. Lenders s. Owners t. All of the above 6. Four key qualitative characteristics of accounting information are: u. Understandability, identification, analysis and relevance. v. Control, planning, analysis and comparability. w. Relevance, reliability, comparability and understandability. x. Identification, analysis, reliability and timeliness 7. The best explanation of relevance is ensuring: y. That...

Words: 306 - Pages: 2

Premium Essay

Strategy

...Shonae Doremus September 6, 2011 MT460 Dr.Pierce 2 Strategy is important to business because it is your future-oriented plans for interacting with the competitive environment to achieve company objectives (Pearce & Robinson). Strategic management is defined according to the text as the set of decisions and actions that result in the formulation and implementation of plans designed to achieve a company’s objective. Strategic management comprises of nine critical tasks which are as followed: • Formulate the company’s mission. • Conduct an analysis that reflects the company’s internal conditions and capabilities. • Assess the company’s external environment, including both the competitive and the general contextual factors. • Analyze the company’s options by matching its resources with the external environment. • Identify the most desirable options by evaluating each option in light of the company’s mission. • Select a set of long-term objectives and grand strategies that will achieve the most desirable options. • Develop annual objectives and short-term strategies. • Implement the strategic choices by means of budgeted resource allocations. • Evaluate the success of the strategic process as an input for future decision making (Pearce & Robinson). These nine tasks show that strategic management involves the planning, directing, organizing, and controlling of a company’s strategy-related decisions and actions. The process of strategic management...

Words: 503 - Pages: 3

Free Essay

Teaching in Nursing

...NU2278 Developing Quality Practice Assignment 1 Guidelines: Teaching Plan Using the Teaching Plan template on WebCt you must plan a 20 minute teaching session, that you will perform in clinical practice with a patient of your choice, during the teaching activity your mentor or patient will complete the Teaching Activity Proforma (available on WebCt). ------------------------------------------------- Step 1 - Plan ahead – You need to manage your own time. Make an appointment to meet your module supervisor well in advance. At your meeting your module supervisor will expect to see a plan of what you want to discuss, they will provide advice and guidance, but they will not proof read your work or correct your grammar as this is your responsibility. Your work should reflect an understanding of: * the evidence base supporting your chosen activity and teaching patients * the need for confidentiality and sensitivity when interacting with patients, clients and carers * patient equality, peoples’ equality, diversity and rights ------------------------------------------------- Step 2 – your plan should consist of a title; introduction / background to the session; teaching plan, reference list and appendices (if applicable). Title – every essay should begin with the title written out in full Introduction / Background to the session (500 words) – this section should include your rationale for selecting the activity and a clear identification of the patient / client...

Words: 532 - Pages: 3

Premium Essay

Issue of Can Go Week 1

...long term goal as they seem not to have a clear mission statement, there are not clear and concise information of what are the long term goals for the company, the company is new that is hard sometimes to define what, and how to plan the company for the future, but it is vey important for the company to make plans and choices of what they want to a achieve in for their long-term goals, and that Can Go is not doing a good job in planning for their long term goals, and actually they are not even talking about what their long term goals are, so this is a bing hazard for the future of Can Go at this point. Recommendation In order success plan have to made for the long run, for that to happened it is necessary that Can Go makes a implementation of specific strategy for the long run, to implement that steps will have to be made, Can go need to decide what to do, if the company wants to grow by investing in expansion or acquiring divisions of business, or make a pause strategy by growing slowing or cut back and sell off o liquidate the business. Reference: Lally, R. (1997). Aligning Values with Strategies: Getting results for the Hands on Manager (Office Edition, pp. 6-9). Issue Can Go needs an Implementation plan, to have tactical and functional plans that will help them make various clear and defined objectives. Since there a some of flaws in the way they are planning and administering new projects, making this strategic planning implementation for the short-term problems that...

Words: 448 - Pages: 2

Free Essay

Website Plan

...for the website would consist of a planning committee that will obtain information and input from stakeholders. The steps would include * Gathering information by conducting surveys and analyzing results. * Design content that is easy to navigate through and find any potential hard to find information * Design the information architecture. Include lists that are needed to organize content, what needs to be highlighted on the home page, and analyse the use of potential customized navigation. * Evaluate the usefulness and relevance of the information contained in the website Conducting a survey The use of surveys will enable us to identify the needs and interests of the intended audience. From there, we can develop a plan and a solution that can solve any potential issues. The survey should include the following: * Number of pages and articles needed * Location of the articles/content * Type of information...

Words: 320 - Pages: 2

Premium Essay

Three Principles for Managing Change

...Three Principles for Managing Change By MaryLou Brandstetter Discussion Board Unit 3 American Intercontinental University January 21, 2012 • Select 3 principles you believe are the most important to follow when managing change and describe why you feel these are essential. "Thought processes and relationship dynamics are fundamental if change is to be successful" (Lynco Associates, Inc. 2009). This statement is true because understanding between individuals is necessary if change within an organization is going to succeed. “To succeed, they also must have an intimate understanding of the human side of change management…. Leadership teams that fail to plan for the human side of change often find themselves wondering why their best-laid plans have gone awry” (Jones, J., Aquirre, D., and Calderone, M., 2004). Open communication between individuals, management and employees, all the way down the chain from the top level to the very bottom will ensure that everyone has the same understanding of any imminent change. "The intrinsic rewards of a project are often more important than the material rewards and recognition" (Lynco Associates, Inc. 2009). People who are involved with a project will take personal satisfaction when their part of the project is successfully completed. That feeling of satisfaction can be much more rewarding than receiving compensation, a feeling of a job well done. This feeling is what makes us want to do the very best we can and keeps us motivated...

Words: 442 - Pages: 2

Premium Essay

Leadership Task

...Leadership JAT Task 2 Dawn Power WGU E1. Goals Goals are important to the success of a group. Goals are a major factor in motivation. Goals must provide task direction and help to achieve desired results. Goals should give a team something to reach for and align with the team’s mission and strategy. Goals must be specific and challenging and not general or unrealistic to accomplish. Our team realized the importance of goals in the beginning and that is why we were able to achieve every goal that was set in the initial meeting. The following were our goals that we set for the group: 1. Be prompt for all calls-each team member usually arrived 10-15 minutes early for every call that was scheduled. 2. Respect for each other’s time by communicating to the team leader if unable to participate in the calls-each member of the team made every call that was scheduled. 3. Everyone was expected to participate in the calls-every member of the team actively participated in the calls providing feedback when needed. E2. Motivation Strategies Motivating a team can be more challenging than motivating one person because each person within the team has different personalities, values, beliefs and goals. If a team can capitalize on each team member’s positive traits that they bring to the group, it will enable the team to be motivated and achieve more. Every team needs some form of motivation to accomplish its goals. Our team effectively established motivation...

Words: 1374 - Pages: 6