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Work Instruction How To Complete The Online Training Client

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Work Instruction How To Complete The Online Training Client
How To Complete The Online

Work Instruction

Training Client Request Form (IE6)

Process:

Training



Training Client

Sub-Process:





Purpose



Use this procedure to complete the online Training Client Request Form .









Trigger



Perform this procedure when there is a need to request a SAP training client. The Training Client

Request Form will be used for all SAP training to include SRM.









Prerequisites



Before beginning this task, obtain the following information:



· Access to the Integrated Enterprise System (IES) website

· Instructor information

· Training facility information

· Course information

· Sumitter or Training Coordinator name and email (if applicable)









Menu Path



Use the following menu path(s) to begin this transaction:



· Select Internet Explorer www.ies.state.pa.us to go to the Integrated Enterprise

System (IES) website









Transaction Code



N/A









Helpful Hints



Review the following:









Monday, August 31, 2009 TCR.udc 1 /27

How To Complete The Online

Work Instruction

Training Client Request Form (IE6)

Process:

Training



Training Client

Sub-Process:





· Training Client Requests must be completed and approved two weeks prior to any training

You must read the paragraph provided and select the calendar link to check for available training client

dates BEFORE completing the form. Available training dates are dates that do not include Saturday or

Sunday, that are blank, or dates where there are entries that have more than 100 concurrent users or

more than 4 classes already scheduled.

All fields are, except Submitter or Training Coordinator related fields are required and must be

completed before submitting

Y our request will be reviewed and approved/denied in the order in which it was received

o Please note the following:

§ the Training Client Calendar may be accessed directly by the following menu

path: Select Internet Explorer www.ies.state.pa.us Log In User Support / Training

Training Client Calendar

§ If you have any questions, please send to: ra-iesuperform@state.pa.us









Monday, August 31, 2009 TCR.udc 2 /27

How To Complete The Online

Work Instruction

Training Client Request Form (IE6)

Process:

Training



Training Client

Sub-Process:





Procedure



1. Start the process using the menu path.





Integrated Enterprise System (IES) - Microsoft Internet Explorer









2. Select Log In.









Monday, August 31, 2009 TCR.udc 3 /27

How To Complete The Online

Work Instruction

Training Client Request Form (IE6)

Process:

Training



Training Client

Sub-Process:







Integrated Enterprise System (IES) - Microsoft Internet Explorer









3. Select User Support / Training.









Monday, August 31, 2009 TCR.udc 4 /27

How To Complete The Online

Work Instruction

Training Client Request Form (IE6)

Process:

Training



Training Client

Sub-Process:







User Support / Training - Microsoft Internet Explorer









4. Verify the dates you would like are available by selecting Training Client Calendar.









Monday, August 31, 2009 TCR.udc 5 /27

How To Complete The Online

Work Instruction

Training Client Request Form (IE6)

Process:

Training



Training Client

Sub-Process:







User Support / Training - Microsoft Internet Explorer









5. After verifying date(s) are available, select Training Client Request Form.



You must read the paragraph provided and select the calendar link to check for available

training client dates BEFORE completing the form. Available training dates are dates

that do not include Saturday or Sunday, that are blank, or dates where there are entries

that have more than 100 concurrent users or more than 4 classes already scheduled.









Monday, August 31, 2009 TCR.udc 6 /27

How To Complete The Online

Work Instruction

Training Client Request Form (IE6)

Process:

Training



Training Client

Sub-Process:







User Support / Training - Microsoft Internet Explorer









6. As required, complete/review the following fields:



Field R/O/D Description

Instructor Name: * R Name of person providing the training.

Example:

Patricia Moore

Agency: * R A Commonwealth agency or department (positions 1-2 of

Funds Center).

Example:

OA-IES









Monday, August 31, 2009 TCR.udc 7 /27

How To Complete The Online

Work Instruction

Training Client Request Form (IE6)

Process:

Training



Training Client

Sub-Process:



Field R/O/D Description

Street Address: * R Street address.

Example:

555 Walnut Forum Place 7th FL

City: * R City where the agency or company is located.

Example:

Harrisburg

Phone Number: * R Phone number of the person or company.

Example:

717-705-1212

Email Address: * R E-mail addresses (home, work, or other) at which the

employee, dependent, customer or vendor may be

reached.

Example:

pamoore@state.pa.us









Monday, August 31, 2009 TCR.udc 8 /27

How To Complete The Online

Work Instruction

Training Client Request Form (IE6)

Process:

Training



Training Client

Sub-Process:







User Support / Training - Microsoft Internet Explorer









7. As required, complete/review the following fields:



Field R/O/D Description

Training Facility Name: * R Name of the building.

Example:

Forum Place

Training Facility R Street address.

Address: *

Example:

555 Walnut Forum Place 7th FL TR2









Monday, August 31, 2009 TCR.udc 9 /27

How To Complete The Online

Work Instruction

Training Client Request Form (IE6)

Process:

Training



Training Client

Sub-Process:



Field R/O/D Description

Training Facility City: * R City where the agency or company is located.

Example:

Harrisburg

Training Facility IT R Name of person responsible for computers, networks, etc

Contact: * in the training facility.

Example:

Kerri Robertson

IT Contact Phone R Phone number (including area code) of the IT contact.

Number: *

Example:

717-705-1515





User Support / Training - Microsoft Internet Explorer









Monday, August 31, 2009 TCR.udc 10/27

How To Complete The Online

Work Instruction

Training Client Request Form (IE6)

Process:

Training



Training Client

Sub-Process:





8. Select the vertical SCROLL BAR to view the Training Class Information screen section.





User Support / Training - Microsoft Internet Explorer









9. As required, complete/review the following fields:



Field R/O/D Description

Requested Training R Requested date for training to start.

Start Date:*

Example:









Monday, August 31, 2009 TCR.udc 11/27

How To Complete The Online

Work Instruction

Training Client Request Form (IE6)

Process:

Training



Training Client

Sub-Process:







User Support / Training - Microsoft Internet Explorer









10. Select the Requested Training Start Date: * CALENDAR icon.









Monday, August 31, 2009 TCR.udc 12/27

How To Complete The Online

Work Instruction

Training Client Request Form (IE6)

Process:

Training



Training Client

Sub-Process:







User Support / Training - Microsoft Internet Explorer









11. Select the start date.









Monday, August 31, 2009 TCR.udc 13/27

How To Complete The Online

Work Instruction

Training Client Request Form (IE6)

Process:

Training



Training Client

Sub-Process:







User Support / Training - Microsoft Internet Explorer









12. Select the Requested Training Start Time: * DROPDOWN MENU icon.









Monday, August 31, 2009 TCR.udc 14/27

How To Complete The Online

Work Instruction

Training Client Request Form (IE6)

Process:

Training



Training Client

Sub-Process:







User Support / Training - Microsoft Internet Explorer









13. Select the start time.









Monday, August 31, 2009 TCR.udc 15/27

How To Complete The Online

Work Instruction

Training Client Request Form (IE6)

Process:

Training



Training Client

Sub-Process:







User Support / Training - Microsoft Internet Explorer









14. As required, complete/review the following fields:

Field R/O/D Description

Requested Training End R Requested date for training to end.

Date: *

Example:









Monday, August 31, 2009 TCR.udc 16/27

How To Complete The Online

Work Instruction

Training Client Request Form (IE6)

Process:

Training



Training Client

Sub-Process:







User Support / Training - Microsoft Internet Explorer









15.

Select the Requested Training End Date: * CALENDAR icon.









Monday, August 31, 2009 TCR.udc 17/27

How To Complete The Online

Work Instruction

Training Client Request Form (IE6)

Process:

Training



Training Client

Sub-Process:







User Support / Training - Microsoft Internet Explorer









16. Select the end date.









Monday, August 31, 2009 TCR.udc 18/27

How To Complete The Online

Work Instruction

Training Client Request Form (IE6)

Process:

Training



Training Client

Sub-Process:







User Support / Training - Microsoft Internet Explorer









17. Select the Requested Training End Time:*DROPDOWN MENU icon.









Monday, August 31, 2009 TCR.udc 19/27

How To Complete The Online

Work Instruction

Training Client Request Form (IE6)

Process:

Training



Training Client

Sub-Process:







User Support / Training - Microsoft Internet Explorer









18. Select the vertical SCROLL BAR to view additional end times.









Monday, August 31, 2009 TCR.udc 20/27

How To Complete The Online

Work Instruction

Training Client Request Form (IE6)

Process:

Training



Training Client

Sub-Process:







User Support / Training - Microsoft Internet Explorer









19. Select the end time.









Monday, August 31, 2009 TCR.udc 21/27

How To Complete The Online

Work Instruction

Training Client Request Form (IE6)

Process:

Training



Training Client

Sub-Process:







User Support / Training - Microsoft Internet Explorer









20. As required, complete/review the following fields:

Field R/O/D Description

Course Name: * R Name of the course.

Example:

SAP Navigation

Course Description: * R Brief description of the course. Note: If OJT (On the Job

Training) please enter OJT.

Example:

How to navigate SAP









Monday, August 31, 2009 TCR.udc 22/27

How To Complete The Online

Work Instruction

Training Client Request Form (IE6)

Process:

Training



Training Client

Sub-Process:



Field R/O/D Description

Business Process: * R Enter the business process. Example: Budget, Business

Intelligence, Finance, General (Navigation, Printing, etc.),

Human Resources, Payroll, Plant Maintenance,

Procurement, Tips and Tricks, Travel, etc.

Example:

General

Number of Training IDs: R Enter the number of user ids and passwords. Note:

* Maximum of 25 to include 1 instructor.

Example:

25





User Support / Training - Microsoft Internet Explorer









Monday, August 31, 2009 TCR.udc 23/27

How To Complete The Online

Work Instruction

Training Client Request Form (IE6)

Process:

Training



Training Client

Sub-Process:





21. As required, complete/review the following fields:

Field R/O/D Description

Submitter or Training O First and last name of person submitting request if other

Coordinator: than instructor. If submitter and instructor are the same

leave blank.

Example:

Robyne Roberts

Submitter or Training O Email address of person submitting request if other than

Coordinator Email instructor. If submitter and instructor are the same leave

Address: blank.

Example:

robyrobert@state.pa.us





User Support / Training - Microsoft Internet Explorer









Monday, August 31, 2009 TCR.udc 24/27

How To Complete The Online

Work Instruction

Training Client Request Form (IE6)

Process:

Training



Training Client

Sub-Process:





22. Select the SAVE button.



Training Client Request Form :: My Requests - Microsoft Internet Explorer









23. Select the CLOSE button.









Monday, August 31, 2009 TCR.udc 25/27

How To Complete The Online

Work Instruction

Training Client Request Form (IE6)

Process:

Training



Training Client

Sub-Process:







Training Client Request Form :: My Requests - Microsoft Internet Explorer









24.

Select the CLOSE icon to exit the Integrated Enterprise System (IES) homepage.









Monday, August 31, 2009 TCR.udc 26/27

How To Complete The Online

Work Instruction

Training Client Request Form (IE6)

Process:

Training



Training Client

Sub-Process:





Result



You have successfully completed the process to complete the online Training Client Request Form.

You will receeve an email notification indicating whether or not your request has been approved. If your

request is approved you will receive training client information. If your request has been denied, please

correct and resubmit.









Monday, August 31, 2009 TCR.udc 27/27


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