agile 9.3 basics w_etr may 2015

7/25/2019 Agile 9.3 Basics W_ETR May 2015

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Agile Basics w/Electronic Training

Record (ETR)May 2015


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2 of 40Agile Basic w/ETR TrainingMay 2015

Agile Basics Course Objectives:

Access/Logging in

Navigating

Conducting earc!es

"iewing #ocu$ents

A%%roving C!anges

&sing t!e Tools

icon

Note: Agile is "entana's roduct Liec*cle +anage$ent(L+) s*ste$, -t is a tool used to $anage all %roduct and.ualit* s*ste$ inor$ation ro$ %roduct conce%t t!roug!design to $anuacturing and retire$ent,

" %rocedures or #esign Control (C01) and #ocu$ent2 #ata Control (C03) de4ne tool usage and t!e varioussu%%orting %rocesses,

5or6 instructions or t!e #C/#CO/##CO wor67ows in Agileare listed under C03,


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Roche IDRoche Password

Accessing Agile

Step 1 Step 2

Step 3

m the Ventana Intranet site home page select the following. . . .

OR- click on the Agile logo in the right-hand side of the page


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+ain toolbar

Navigation %aneAgile noti4cationarea

Agile 8o$e%age Co$%onents

Enter earc! Criteria


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+ain Toolbar -cons

Bac6/9orward

Reres!

earc!O%tions

Tools 2

ettings

8el%

8o$e%age

Create

+*ettings

Reres!

Logout


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Logging out o Agile

Always Use the logout button:

Agile will recogni;e *our session !as ended and save all

wor6

&sing t!e bo? to e?it Agile $a* result in loss o

unsaved wor6

Note: Agile sessions ti$e out auto$aticall* ater

@3 $inutes, T!is is a cor%orate securit*

re.uire$ent,


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8el% +enu Tools

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e*board Controls

Clic6 on 8el% -con downarrow

to reveal e*boardControls,


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8el% +enu Tools

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uic6 Tours

elect t!e video *ou

would li6e to train on.


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Tas6 ane !ortcuts

, earc!es: containslinks to Saved searchesand Global searches

@, +* Boo6$ar6s(shortcts!" ser createslinks to ob#ects in thes$ste%

, Recentl* "isited(&istor$!" a list ofrecentl$ vie'ed ob#ects


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-cons

art:

#ocu$ent:

8as ending C!anges:

8as Been Redlined:

8as Attac!$ents:

Asse$bl*:

#ocu$ent Tree (BO+):


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Noti4cations

To o%en a noti4cationD clic6 on t!e subject lin6 Noti4cations will also be sent to *our e$ail inbo?

+essages re.uire $anual deletion


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5or67ow Routings (


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+* Assign$ents

Contains a list o assign$ents t!at re.uire action Not being activel* used at t!is ti$e


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Agile earc!es


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earc!es

uic6D Custo$ and Advanced earc!

earc! objects include all Agile ite$s and attributes:

ualit* #ocu$ents roduct Related #ocu$ents

) * alit$ )anal +, - +.eratin ,rocedres

* ork instrctions ) - )anfactrin ork nstrctions)* or%s ,arts

* or%ats

G - Gidance oc%ents

ualit* Records Business #ocu$ents

, * alit$ ,lans S+,s - &%an esorces (Search sinS+,

* e%.orar$ eviations (scroll throh reslts!

+ * hane +rders +,s - S& acilities :eal inance


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uic6 earc!

uic6 earc!

Button Allows or searc!es using al%!a and nu$eric

c!aractersD %artial and co$%lete wordsD etc,

Te?t $ust contain t!e nu$ber t!at is soug!t or a wordin t!e object's descri%tion (e?a$%le: 30@D trainingD

esdD %robesD is!D sis!D egrD etc,),

T!e word can be an*w!ere wit!in t!e 4eld,


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uic6 earc!

uic6 searc! allows *ou tosearc! across all content

or *ou can 4lter b* s%eci4cobject t*%e,

, elect -te$ @, Enter e* 5ords

, Run uic6 earc!


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uic6 earc!

uic6 earc! using a wildcard(F)

Results


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Custo$ earc!es allow or $ulti%lesearc! criteria

Returns all objects wit! 4elds t!at $atc!t!e conditions o t!e searc!

Custo$ earc!

Custo$ earc!Button


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Custo$ earc!

, elect Custo$ earc!@, Enterearc!

Object T*%e

, Enter ubGT*%e

1, Re4nesearc!

criteria !ere,


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Advanced earc!

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, elect Custo$ earc!@, Enter earc! Object

T*%e

, Enter ubGT*%e

1, elect Advancedearc! Button


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Advanced earc!

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Ater selecting t!e Advanced ButtonD t!e ollowingwindow a%%ears,

Enter searc!criteria !ere,

elect 9OR+AT to%ersonali;e searc!


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"iewing #ocu$ents -n Agile


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"iewing Attac!$ent "ersions

Clic6 onAttac!$ents tab toview attac!eddocu$ents,

To view versions, click on !ore" down

arrow# Then, click on $iew $ersions#"


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"iewing Attac!$ents

Clic6 on 4lena$e to viewdocu$ent using AgileAuto"ue "iewer,

elect row and

t!en "iewbutton to "iewdocu$ent


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Agile Auto"ue #ocu$ent "iewer

Agile Auto"ue will o%en and dis%la* t!e docu$ent,

Hou can R-NTD but cannot A"E or A"E A t!e docu$ent;


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IET or OEN Attac!$ents

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elect rowD t!enselect IET or O%en

button,


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1/17/16

5!en *ou IET or OEN attac!$entsD t!e ite$ o%ens

using its NAT-"E AL-CAT-ONJ


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1/17/16

%o& can 'DIT, SA$', SA$' AS, A(D )RI(T*


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A%%roving and Rejecting C!anges


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A%%roving C!ange Orders

(C0=====) is an electronic #ocu$ent C!ange or #esign

C!ange Order,

O%en and review t!e aKected ite$s on t!e c!ange order,

Hou can add additional redlines to t!e docu$entsD i

desired,

A%%rove or Reject c!ange (enter co$$ent i rejecting),


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C!ange Order A%%rovers

O%en and Reviewall tabs and attac!$ents be aware t!at

Agile

6ee%s a detailed !istor* o activit* or t!e c!ange orderD

including getting attac!$entsD viewing and %rinting,

ReviewAll tabs and attachments:


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A%%roving a C!ange Order

Select A!"V# tab located on co$er page of

change order:

Enter Your Roce Password !ere

Enter *our Roc!e asswo

elect A%%rove to 4nali;e *our a%%roval


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To Reject

#O NOT REMECTuntil *ou !avecontacted t!eOriginator orC!ange %onsor todiscuss *our

concerns#

i concerns

cannot beresolvedD enterco++ent with

reason for reecting#

lect !#%#&' tab located on co$er page of change order:

Enter Your Roce Password !ere


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&sing t!e Tools -con


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Tools -con +* ettings

T!ere are $an* o%tions under +H ETT-NI

including: TRAN9ER A&T8OR-TH to anot!er user w!en *ou

are out o t!e oce,

BOO+ARD &BCR-BED view &ER IRO&D etc,

elect +* ettings -con


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Tools -con Transer Aut!orit*

Note: et to G *ste$ deaults to w!ic! does not transer c!angeorders,

elect A## button tocreate TranserAut!orit*,

After selecting ( S#''I*+S icon, select '!A*SF#! AU'-"!I'


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ubscri%tions and/or Boo6$ar6s

, Clic6 on t!eACT-ON button andc!oose t!e selection*ou %reer,

2# %o& can OO.!AR. or

S/S0RI' to an ite+ in

Agile#

i il l i


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Accessing Hour Agile ElectronicTrainingRecord (ETR)Login to Agile t!en:

Clic6 on t!e Tools and ettings icon

Clic6 on +* Training

ETR 5indow a%%ears as6ing or logincredentials;

Note: Hou can also login to t!e ETR via t!e Agileintranet %age,


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40 f 40A il B i /ETR T i iM 2015

T!an6 *ou or co$%leting AgileBasicsJ

-t is best to read and co$%lete t!e Electronic ignature 9or$

(9+0@00G00) %rior to using t!e ETR t!e 4rst ti$e,

&se t!e Agile test environ$ent to %ractice, "isit t!e Agile

Education Center or s*ste$ inor$ationD !el%ul

agile 9.3 basics w_etr may 2015

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