Planning

1. Planning

1.1.1 Creating Activity

From the list of menu click on "planning" then "activities" as shown on the figure below.

Figure :Accessing activities

From the list of task click ""

Figure :List of activities

Fill in the required details and click "Create" to save as shown on the figure below.

Figure : Activity details form

The activity will be already created and added on the list of activities.

1.1.2 Update Activity

From the list of activities click on the intended one. Upon successfully open the existing activity user can update and delete the activity as shown on the figure below.

Figure :Updating parameter

1.2. Indicators.

1.2.1 Creating Indicator

From the list of activities click the intended one or click "eye" like symbol to open it. See figure below.

Figure :List of activities

Click on the button indicator to add new indicator to the activity as shown on the figure below.

Figure :Adding indicator

Fill in the required details as shown below then click "Create" to save.

Figure :Form for indicator details

1.2.2. Updating Indicator

From the list of indicators user can click on the intended one to open, Upon successfully opening the indicator user can update, delete or add target to the indicator. See figure below.

Figure :Updating indicator

1.3 Target

1.3.1 Creating target

From the list of Indicators click the button "Target" to create the new target for indicator.

Figure : Creating target

Fill in the required details then click "Create" to save.

Figure :Target details form

2. Project

Upon successfull creating the planning activities user can create the project.

2.1 Creating project

From the list of manuals click on "Projects" as shown on the figure below.

Figure :Accessing projects

On the list of project click on the button "" to create the new project.

Figure :List of projects

Fill in the required details and click "" to save.

Figure :Project form

User can update the created project by clicking "Update" edit the required details then save.

Figure :Updating project.

2.2 Add activity to Project

Open the intended project and click the button "Add Activity" to add activity to the project.

Figure :Adding activity to the project

On the popup window with the form select the associated activity, fill in the rest of required details, then click "Save"

Figure :Associate planned activity with the project.

2.3 Task

User can add the task that will be done in the project activity. From the list of activities in the project click the intended one then click "Task" as shown below.

Figure :Adding task

Fill in the required details and click "" to save . See the figure below.

Figure :Task form

Types of Task

1. Document type - This is the task related to the existing business process ie. Certification. User will select "Document Type" on the field "type" then select the intended process on document type. Select stages if necessary then add the matching indicator. See the figure below.

   

   Figure :Document type of task

   2. Manual - For manual type of task, set the start and ending date. Then allocate the budget if any then save. See the figure below.

   

   Figure :Manual task type

3. Reports

From the list of menus click "Reports" as shown on the figure below.

Figure : Accessing reports

The window with the list of tabs will appear as shown below.

Figure :Report search bar

1. Tabs - from the list of tab click on the intended tab based on Revenue, Products, Stage Status of the process, Document, Tasks etc.
2. Specification - Users can narrow down search results to a specific identified item. ie. time frame.
3. Click search to process the specified items.