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					                                                                                                          OSN Training Guide
                                                                                                                           Getting Started




Table of Contents
 Navigation ................................................................................................................................... 1
    Login .......................................................................................................................................................1
    Request Password ................................................................................................................................. 17
    Request Username ................................................................................................................................ 24
    iSupplier................................................................................................................................................ 31
 Preferences................................................................................................................................ 65
    Change Password .................................................................................................................................. 65
    Change Email Style .............................................................................................................................. 76
 Notifications .............................................................................................................................. 82
    View and Respond to Notification ........................................................................................................ 82
    View and Respond to Many Notifications ............................................................................................ 87
    View Worklist (Full List) ................................................................................................................... 108
    Filter Worklist ..................................................................................................................................... 124
    View Worklist of Another User .......................................................................................................... 133
    Create Vacation Rule .......................................................................................................................... 146
    Update Vacation Rule ......................................................................................................................... 177
    Delete Vacation Rule .......................................................................................................................... 185
    Grant Worklist Access ........................................................................................................................ 191
    Update Worklist Access...................................................................................................................... 210
    Delete Worklist Access ....................................................................................................................... 219




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Navigation
Login

Procedure


Follow the steps in this session to log into iSupplier.

1. Launch Browser
2. Enter URL

Oshkosh Employees:
http://cprorapd05.osk.corp.truck:8000/OA_HTML/Apps LocalLogin.jsp

Oshkosh Suppliers:
https://osn.oshkoshcorp.com

TIP: Save the URL as a favorite and/or as a shortcut on your desktop.




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   Step       Action
   1.         Click in the User Name field.




   Step       Action
   2.         Enter the desired information into the User Name field. Enter a valid value e.g.
              "gekarper".

              Oshkosh Suppliers: Enter work email address.

              Oshkosh Employees: Enter network login name




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Step   Action
3.
       Click in the Password field.




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   Step       Action
   4.         Decision: Please make a selection from the options listed below.

                       Existing User
                        Go to step 5 on page 5
                       New User Initial Login
                        Go to step 9 on page 9




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Step   Action
5.
       Enter the desired information into the Password field. Enter a valid value e.g.
       "training".




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   Step       Action
   6.
              Click the Login button.




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Step   Action
7.
       Click the Login button.




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   Step       Action
   8.         End of Procedure. Remaining steps apply to other paths.




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Step   Action
9.     Enter the desired information into the Password field. Enter a valid value e.g.
       "welcome1".

       NOTE: Your initial password will be provided to you in an email. You will be
       prompted to change this password during your initial login.




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   Step       Action
   10.
              Click the Login button.




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Step   Action
11.
       Click in the Current Password field.




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   Step       Action
   12.
              Enter the desired information into the Current Password field. Enter a valid
              value e.g. "welcome1".




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Step   Action
13.
       Click in the New Password field.




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   Step       Action
   14.
              Enter the desired information into the New Password field. Enter a valid value
              e.g. "training".




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Step   Action
15.
       Click in the Re-enter New Password field.




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   Step       Action
   16.
              Enter the desired information into the Re-enter New Password field. Enter a
              valid value e.g. "training".




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   Step       Action
   17.
              Click the Submit button.

              Go to step 8 on page 8



Request Password

Procedure


Follow the steps in this session when you have fogotten your password and need to request a new
password.




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   Step       Action
   1.
              Click the Login Assistance link.




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Step   Action
2.
       Click in the User Name field.




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   Step       Action
   3.
              Enter the desired information into the User Name field. Enter a valid value e.g.
              "fwescoe@oshkoshcorp.com".




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Step   Action
4.
       Click the Forgot Password button.




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   Step       Action
   5.         Point to the Confirmation object.

              NOTE: Confirmation of successful password reset request. Contact your
              Supplier Administrator (external users) or your Portal Analyst (internal users) if
              you do not receive an email within 15 minutes. The email that you receive will
              contain your new password.




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Step   Action
6.
       Click the OK button.




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   Step       Action
   7.         End of Procedure.




Request Username

Procedure


Follow the steps in this session when you have fogotten your username.




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Step   Action
1.
       Click the Login Assistance link.




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   Step       Action
   2.
              Click in the Email field.




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Step   Action
3.
       Enter the desired information into the Email field. Enter a valid value e.g.
       "fwescoe@oshkoshcorp.com".




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   Step       Action
   4.
              Click the Forgot User Name button.




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Step   Action
5.     Point to the Confirmation object.

       NOTE: Confirmation of successful request to retrieve your username. Contact
       your Supplier Administrator (external users) or your Portal Analyst (internal
       users) if you do not receive an email within 15 minutes. The email that you
       receive will contain your username.




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   Step       Action
   6.
              Click the OK button.




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    Step       Action
    7.         End of Procedure.




iSupplier

Procedure


Follow the steps in this session to learn how to navigate or move around in iSupplier.

To navigate in iSupplier use the below noted items. DO NOT use your browser buttons Using
your browser buttons to navigate within iSupplier WILL cause page errors.

Tabs
Sub-Tabs
Hyperlinks
Buttons
Icons


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List of Values (LOV)




   Step       Action
   1.         Point to the Home link.

              This is a tab. Click on any tab to display a given page of information. Tabs may
              vary based upon your responsibility.




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Step   Action
2.     Point to the Notifications object.

       This is a page section header or grouping of items on a page.




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   Step       Action
   3.         Point to the Purchase Orders link.

              This is a hyperlink (any underlined word). Click on a hyperlink to open another
              page or perform a task.




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Step   Action
4.     Point to the Home link.

       This is another example of a hyperlink.




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   Step       Action
   5.         Point to the Full List button.

              This is a button. Click on a button to open another page or perform a task.




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Step   Action
6.     Click the Orders link.

       This is a tab.




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   Step       Action
   7.         Click the Purchase Orders link.

              This is a sub-tab. Click on any sub-tab to display a given page of information.
              Tabs may vary based upon your responsibility.




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Step   Action
8.
       This is the name of the page.

       TIP: Should you need to report and issue it is important to note which page you
       are on when you experienced the issue.
       Point to the Purchase Orders object.




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   Step       Action
   9.         Click in the Operating Unit field.

              This is a searchable field. Note the search icon.




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Step   Action
10.    Enter the desired information into the Operating Unit field. Enter a valid value
       e.g. "JLG%Amer%".

       The percent sign (%) can be used as a wildcard on searchable fields, when you
       don't know or don't care to type the entire value that you are searching for.




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   Step       Action
   11.        Press [Tab].

              Use the tab key on your keyboard to move to the next field.

              TIP: You can enter the any part of the value surrounded by the percent sign (%)
              and then hit the Tab key. The system will search and find any values that contain
              the text contained within the percent sign (%).




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Step   Action
12.
       Enter the desired information into the PO Number field. Enter a valid value e.g.
       "P626022".




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   Step       Action
   13.
              Click the Go button.




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Step   Action
14.    Click the P626022 link.

       This is another example of a hyperlink.




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   Step       Action
   15.        Click the Actions list.

              This is a list of values (LOV). Also referred to as a drop down list.




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Step   Action
16.    Point to the Export button.

       By clicking the Export button
       you can open and/or save the given page information in an Excel (.xls) file.




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   Step       Action
   17.        Click the Orders: Purchase Orders link.

              This is your navigation path that is recorded as you drill into the details of a
              transaction such as a purchase order. Click on the hyperlink to return to a
              previous page.




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Step   Action
18.    Click the Search for PO Number button.

       This is a search icon. Click on a search icon to open a search page to assist in
       finding the correct value.




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   Step       Action
   19.
              Click in the Search By field.




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Step   Action
20.
       Enter the desired information into the Search By field. Enter a valid value e.g.
       "P626022".




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   Step       Action
   21.
              Click the Go button.




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Step   Action
22.
       Click the Quick Select button.




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   Step       Action
   23.
              Click the Finance link.




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Step   Action
24.
       Click in the Supplier field.




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   Step       Action
   25.
              Enter the desired information into the Supplier field. Enter a valid value e.g.
              "PARKER".




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Step   Action
26.    Press [Tab].

       TIP: You can enter the first part of the supplier name and hit the Tab key. The
       system will search and find any supplier values that begin with PARKER. If it
       finds more than one you will be prompted to select one of the values.




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   Step       Action
   27.
              Click the Quick Select button.




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Step   Action
28.
       Click the Go button.




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   Step       Action
   29.        Point to the Sorted in descending order button.

              This the Sort button. It can typically be found on pages that display search results
              in a row and column format.




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Step   Action
30.    Click the Invoice link.

       TIP: Click on a column heading to determine if it is a sortable column.




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   Step       Action
   31.
              Click the Sorted in ascending order button.




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Step   Action
32.
       Click the Home link.




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   Step       Action
   33.
              Click the Logout link.




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    Step       Action
    34.        End of Procedure.




Preferences

Change Password

Procedure


Follow the steps in this session to modify your password. If you forget your password or cannot
login, Oshkosh Employee are to contact their Portal Analyst and Oshkosh Suppliers are to contact
their Supplier Administrator and ask for their password to be reset.




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   Step       Action
   1.
              Click the Preferences link.




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Step   Action
2.
       Click in the Old Password field.




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   Step       Action
   3.
              Enter the desired information into the Old Password field. Enter a valid value e.g.
              "superhero".




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Step   Action
4.
       Press [Tab].




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   Step       Action
   5.
              Enter the desired information into the New Password field. Enter a valid value
              e.g. "training".




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Step   Action
6.
       Press [Tab].




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   Step       Action
   7.
              Enter the desired information into the Repeat Password field. Enter a valid value
              e.g. "training".




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Step   Action
8.
       Click the Apply button.




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   Step       Action
   9.         NOTE: Confirmation that you password was changed successfully.




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Step   Action
10.
       Click the Home link.




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   Step       Action
   11.        End of Procedure.




Change Email Style

Procedure


Follow the steps in this session to modify your Email Style. The email style control if you
receive your notification via email and in what email format. The preferred, recommended and
fully supported Email Style is Email with HTML attachments.




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Step   Action
1.
       Click the Preferences link.




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   Step       Action
   2.         Click the Do not send me mail list item.


              TIP: You may have to scroll down on the page to view Email Style.




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Step   Action
3.
       Click the Apply button.




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   Step       Action
   4.         Click the desired object.


              NOTE: The confirmation that your change to Email Style was successful.




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Step   Action
5.
       Click the Home link.




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    Step       Action
    6.         End of Procedure.




Notifications
View and Respond to Notification

Procedure


Follow the steps in this session to view and respond to a single notification from the Home tab.




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Step   Action
1.     Click the Notifications object.

       NOTE: Notification section of the home page lists ONLY the last five
       notifications that you have received.




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   Step       Action
   2.
              Click the Standard Purchase Order P628646, 1 has been Accepted by GATES
              RUB link.




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Step   Action
3.     Click the OK button.

       NOTE: This is an example of an FYI (for your information) notification.




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   Step       Action
   4.
              Click the Home link.




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    Step       Action
    5.         End of Procedure.




View and Respond to Many Notifications

Procedure


Follow the steps in this session to view and respond to more than one notification and to
understand the fundamental difference between an FYI and Action Notification.




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   Step       Action
   1.         Click the Notifications object.

              NOTE: Notification section of the home page lists ONLY the last five
              notifications that you have received.




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Step   Action
2.
       Click the Full List button.




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   Step       Action
   3.
              Point to the Worklist for object.




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Step   Action
4.     Click the View list.

       TIP: Be sure your view (filter) is approrpriate.




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   Step       Action
   5.
              Click the SUPPLIERGATESJLG2 option.




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Step   Action
6.
       Click the FAITH KRANYECZ option.




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   Step       Action
   7.
              Click the Open button.




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Step   Action
8.     Point to the This notification does not require a response. object.

       NOTE: This is an example of an FYI notification.




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   Step       Action
   9.         Point to the Standard Purchase Order P628645, 0 has been Accepted by
              GATES RUB object.

              This is your subject line.




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Step   Action
10.    Point to the Continue button.

       The Continue button continues to the next notification that was selected on the
       Worklist, leaving the FYI notification Open.




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   Step       Action
   11.        Point to the OK button.

              The OK button closes the FYI notification.




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Step   Action
12.    Point to the Request Information button.

       The Request for Information button opens another page that will allow you to
       request information from another iSupplier user.




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   Step       Action
   13.        Point to the Return to Worklist link.

              The Return to Worklist hyperlink will return to your Worklist, leaving the FYI
              notification and all previously selected notifications Open.




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Step   Action
14.
       Point to the OK button.




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   Step       Action
   15.
              Click the OK button.




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Step   Action
16.    Point to the Change requests from GATES RUBBER CO for Standard
       Purchase Order object.

       NOTE: This is an example of an Action notification, or one that requires your
       response.




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   Step       Action
   17.        Point to the Accept button.

              NOTE: This is an example of a response button. Response buttons may vary
              depending on the type of action notification being viewed.




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Step   Action
18.    Point to the Reject button.

       NOTE: This is the other response button for this notification.




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   Step       Action
   19.
              Click the Return to Worklist link.




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Step   Action
20.
       Click the Home link.




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    Step        Action
    21.         End of Procedure.




View Worklist (Full List)

Procedure


Follow the steps in this session to view your Worklist or full list of your notifications.




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Step   Action
1.     Click the Notifications object.

       NOTE: Notification section of the home page lists ONLY the last five
       notifications that you have received.




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   Step       Action
   2.         Click the Full List button.


              NOTE: Your entire list of notications (Worklist) can be viewed by clicking on
              the Full List button.




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Step   Action
3.     Point to the Worklist object.

       TIP: The Worklist displays all your notifications based upon the View (filter)
       currently selected. In this case Open Notifications.




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   Step       Action
   4.         Point to the From object.

              The From column indicates who sent the notification.




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Step   Action
5.     Point to the Type object.

       The Type column indicates the type of notification sent.




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   Step       Action
   6.         Point to the Subject object.

              The Subject column indicates the purpose and some details about the notification.




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Step   Action
7.     Point to the Sent object.

       The Sent column indicates when the notification was sent.




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   Step       Action
   8.         Point to the Due link.

              The Due column indicates when the notification is due (if applicable).




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Step   Action
9.     Point to the Sorted in descending order button.

       Any of these columns can be sorted.




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   Step       Action
   10.
              Click the Sorted in descending order button.




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Step   Action
11.
       Click the Subject link.




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   Step       Action
   12.
              Point to the Sorted in ascending order button.




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Step   Action
13.
       Click the Sorted in ascending order button.




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   Step       Action
   14.
              Click the Home link.




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Step   Action
15.
       Click the Home link.




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    Step       Action
    16.        End of Procedure.




Filter Worklist

Procedure


Follow the steps in this session to filter your Worklist by worklist views.




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Step   Action
1.     Click the Notifications object.

       NOTE: Notification section of the home page lists ONLY the last five
       notifications that you have received.




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   Step       Action
   2.
              Click the Full List button.




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Step   Action
3.
       Click the View list.




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   Step       Action
   4.
              Click the All Notifications list item.




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Step   Action
5.
       Click the Go button.




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   Step       Action
   6.         Click the Next 25 link.

              NOTE: Only 25 notifications can be viewed per page.




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Step   Action
7.
       Click the Previous 25 link.




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   Step       Action
   8.
              Click the Home link.




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    Step       Action
    9.         End of Procedure.




View Worklist of Another User

Procedure


Follow the steps in this session to view the Worklist of another user.

NOTE: The 'other' user MUST Grant Worklist Access to you to view and respond to the 'other'
user's worklist.




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   Step       Action
   1.
              Click the Full List button.




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Step   Action
2.     Point to the Worklist for object.

       NOTE: You are viewing the Worklist for the user noted here.




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   Step       Action
   3.
              Click the Switch User button.




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Step   Action
4.     Point to the Current User object.

       NOTE: The Current User




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   Step       Action
   5.
              Click the Carbaugh, Jason option.




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Step   Action
6.
       Click the Apply button.




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   Step       Action
   7.         Click the Worklist for object.

              NOTE: You are now viewing the Worklist for Carbaugh, Jason.




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Step   Action
8.
       Click the Switch User button.




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   Step       Action
   9.
              Click the Karper, Glenn option.




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Step   Action
10.
       Click the Apply button.




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   Step       Action
   11.
              Click the Worklist for object.




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Step   Action
12.    Point to the Worklist for object.

       NOTE: You are now viewing the Worklist for Kaper, Glenn.




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    Step       Action
    13.        End of Procedure.




Create Vacation Rule

Procedure


Follow the steps in this session to create a Vacation Rule. Vacation Rule is a feature of iSupplier
that allows other users to view and respond to your notifications during your work absences




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Step   Action
1.
       Click the Full List button.




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   Step       Action
   2.
              Click the Vacation Rules link.




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Step   Action
3.
       Click the Create Rule button.




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   Step       Action
   4.         Point to the Item Type list.

              NOTE: We recommend using the --ALL-- option only.




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Step   Action
5.
       Click the Item Type list.




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   Step       Action
   6.
              Click the --All-- list item.




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Step   Action
7.
       Click the Next button.




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   Step       Action
   8.
              NOTE: The default value for Start Date is today's date and current time.
              Click the Start Date button.




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Step   Action
9.
       Click the Next month button.




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   Step       Action
   10.
              Click the 1 link.




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Step   Action
11.    Click the End Date button.

       NOTE: End date is optional but highly recommended.




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   Step       Action
   12.
              Click the Next month button.




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Step   Action
13.
       Click the 7 link.




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   Step       Action
   14.
              Enter the desired information into the Message field. Enter a valid value e.g.
              "Please reponse to my notification during my work absence.".




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Step   Action
15.    Decision: Please make a selection from the options listed below.

               I know full name of the delegate
                Go to step 6 on page 130
               I don't know the full name of the delegate
                Go to step 12 on page 99




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   Step       Action
   16.
              Click in the Reassign field.




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Step   Action
17.    Enter the desired information into the Reassign field. Enter a valid value e.g.
       "Pipkorn, Ellen".

       TIP: Names are in full name format - last name, first name.




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   Step       Action
   18.
              Press [Tab].




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Step   Action
19.
       Click the Apply button.




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   Step       Action
   20.
              Click the Return to Worklist link.




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Step   Action
21.    End of Procedure. Remaining steps apply to other paths.




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   Step       Action
   22.
              Click the Search for User or Role button.




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Step   Action
23.
       Click the object.




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   Step       Action
   24.

              TIP: Search By Name, User Name or Email (address).
              Click the Search By list.




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Step   Action
25.
       Click the Email list item.




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   Step       Action
   26.
              Enter the desired information into the Search By field. Enter a valid value e.g.
              "sehopkins@jlg.com".




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Step   Action
27.
       Click the Go button.




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   Step       Action
   28.
              Click the Quick Select button.




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Step   Action
29.
       Click the Apply button.




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   Step       Action
   30.
              Click the Home link.




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    Step       Action
    31.        End of Procedure.




Update Vacation Rule

Procedure


Follow the steps in this session to update an existing Vacation Rule.




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   Step       Action
   1.
              Click the Full List button.




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Step   Action
2.
       Click the Vacation Rules link.




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   Step       Action
   3.
              Click the Update the vacation rule button.




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Step   Action
4.     Click in the End Date field.

       In this example we are updating the End Date from the 7th of June to the 14th of
       June.

       NOTE: Any field can be updated.




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   Step       Action
   5.
              Enter the desired information into the End Date field. Enter a valid value e.g.
              "14".




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Step   Action
6.
       Press [Tab].




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   Step       Action
   7.
              Click the Apply button.




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Delete Vacation Rule

Procedure


Follow the steps in this session to delete an existing vacation rule.




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   Step       Action
   1.
              Click the Full List button.




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Step   Action
2.
       Click the Vacation Rules link.




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   Step       Action
   3.
              Click the Delete the vacation rule button.




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Step   Action
4.
       Click the Yes button.




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   Step       Action
   5.
              Click the Return to Worklist link.




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    Step       Action
    6.         End of Procedure.




Grant Worklist Access

Procedure


Follow the steps in this session to Grant Worklist Access. Worklist Access is a feature of
iSupplier that allows other users to view and respond to your notifications on your behalf




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   Step       Action
   1.
              Click the Full List button.




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Step   Action
2.
       Click the Worklist Access link.




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   Step       Action
   3.
              Click the Grant Worklist Access button.




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Step   Action
4.     Decision: Please make a selection from the options listed below.

               I know the full name of the delegate
                Go to step 11 on page 11
               I don't know the full name of the delegate
                Go to step 15 on page 206




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   Step       Action
   5.
              Click in the Name field.




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Step   Action
6.
       Enter the desired information into the Name field. Enter a valid value e.g.
       "Pipkorn, Ellen".




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   Step       Action
   7.
              Press [Tab].




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Step   Action
8.     Click the Start Date button.

       NOTE: The default value for Start Date is today's date.




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   Step       Action
   9.
              Click the object.




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Step   Action
10.
       Click the July list item.




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   Step       Action
   11.
              Click the 10 link.




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Step   Action
12.
       NOTE: Optionally enter in values for Description and End Date before clicking
       the Apply button. We recommend leaving Grant Access to All Item Types.
       Click the Apply button.




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   Step       Action
   13.
              Click the Return to Worklist link.




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Step   Action
14.    Follow the steps in this session to Grant Worklist Access. Worklist Access is a
       feature of iSupplier that allows other users to view and respond to your
       notifications on your behalf.
       End of Procedure. Remaining steps apply to other paths.




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   Step       Action
   15.
              Click the Search for User or Role button.




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Step   Action
16.
       TIP: Use the Search By LOV to Search By Name, User Name or Email
       (address).
       Click in the Search By field.




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   Step       Action
   17.
              Enter the desired information into the Search By field. Enter a valid value e.g.
              "%Ellen%".




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Step   Action
18.
       Click the Go button.




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    Step       Action
    19.
               Click the Quick Select button.

               Go to step 13 on page 13



Update Worklist Access

Procedure


Follow the steps in this session to update an existing Worklist Access.




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Step   Action
1.
       Click the Full List button.




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   Step       Action
   2.
              Click the Worklist Access link.




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Step   Action
3.
       Click in the Description field.




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   Step       Action
   4.
              Enter the desired information into the Description field. Enter a valid value e.g.
              "Access for Ellen Pipkorn".




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Step   Action
5.
       Click in the End Date field.




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   Step       Action
   6.
              Enter the desired information into the End Date field. Enter a valid value e.g. "31-
              Jul-2009".




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Step   Action
7.
       Click the Apply button.




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   Step       Action
   8.
              Click the Return to Worklist link.




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    Step       Action
    9.         End of Procedure.




Delete Worklist Access

Procedure


Follow the steps in this session to delete an existing Worklist Access.




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   Step       Action
   1.
              Click the Full List button.




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Step   Action
2.
       Click the Worklist Access link.




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   Step       Action
   3.
              Click the Select to delete this grant button.




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Step   Action
4.
       Click the Apply button.




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   Step       Action
   5.
              Click the Return to Worklist link.




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Step   Action
6.     End of Procedure.




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