R E S E A R C H M A N A G E M E N T I N S T I T U T E ( R M I ) :
C O N S U L T A N C Y U N I T
2013
Integrated Consultancy
System (i’CONS)
Consultant Manual
U N I V E R S I T I T E K N O L O G I M A R A ( U I T M ) , 4 0 4 5 0 S H A H A L A M , S E L A N G O R
U n i v e r s i t i T e k n o l o g i M A R A ( U i T M ) , 4 0 4 5 0 S h a h
A l a m , S e l a n g o r
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Integrated Consultancy System (i’CONS)) 2013
Introduction This is the first phase of i’CONS. i’CONS refers to Integrated Consultancy Systems. The first phase focus on project registration and the second phase is for ledger or account management. i’CONS has been designed with ease of use and project tracking in mind. This initiative is aiming at having consultancy project management done fully online which is expected to complete after the second phase of i’CONS. Project tracking features of I’CONS will allow consultants to be in close monitoring of their projects from start through completion. Reports generation through i’CONS will provide consultants and other stakeholders with complete projects and consultants information quickly. This i’CONS manual has been written to help consultants navigate the i’CONS easily. In it, you will find detailed instructions for every step of the processes from getting started and registration to viewing and tracking every stage of the registration. This manual offers clarification throughout the entire processes.
User Guide Information:
Process Overview ........................................................................................................................... 3
Register as consultant .................................................................................................................... 4
Obtain a user name and password ............................................................................................. 4
First time log in ............................................................................................................................ 6
Register new project ...................................................................................................................... 9
Filling in projects, clients and consultants information ............................................................. 9
Edit/preview/submit project information................................................................................. 15
Printing approval form and consultancy registration form ...................................................... 16
Submission of completed documents to RMI ........................................................................... 17
Tracking project registration progress ...................................................................................... 18
U n i v e r s i t i T e k n o l o g i M A R A ( U i T M ) , 4 0 4 5 0 S h a h
A l a m , S e l a n g o r
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Integrated Consultancy System (i’CONS)) 2013
PROCESS OVERVIEW
This is an overview of the steps during the registration process.
REGISTER AS CONSULTANT
A: Obtain Username and Password
B: First Time Log In
Change Password
Update Profile and Employment Information
Step 1
Step 2
Step 3
REGISTER NEW PROJECT
A: Fill in all information regarding projects, clients and consultants
C: Print Approval Form and Consultancy Registration Form
Client’s Offer Letter
Consultancy Registration Form
Step 1
Step 3
D: Submit the following completed documents to RMI within one
week from the date of online registration Step 4
Approval Form
B: Edit / Preview / Submit project information Step 2
E: Track the progress of the project registration Step 5
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Integrated Consultancy System (i’CONS)) 2013
STEP 1 Go to http://daisy.uitm.edu.my/icon
STEP 2 Obtain Username and Password
Click
“REGISTRATION”
1
Fill in the required
information
2
Click “REGISTER”
button
3
REGISTER AS CONSULTANT
A Obtain Username and Password
U n i v e r s i t i T e k n o l o g i M A R A ( U i T M ) , 4 0 4 5 0 S h a h
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Integrated Consultancy System (i’CONS)) 2013
Check your email for approval and login information
4
U n i v e r s i t i T e k n o l o g i M A R A ( U i T M ) , 4 0 4 5 0 S h a h
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Integrated Consultancy System (i’CONS)) 2013
STEP 1 Go to http://daisy.uitm.edu.my/icon
STEP 2 Login
Insert your
Username and
Password
1
Click “LOGIN”
button
2
STEP 3 Change your Password
The password given to you is temporary. You are required to change it and keep it confidential.
Fill in the required
information
1
Click “SAVE”
button
2
First Time Log In B
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Integrated Consultancy System (i’CONS)) 2013
STEP 4 Update User Profile
You are required to update your personal and employment information.
Click “SUBMIT”
button to save
the changes 2
Click “RESET”
button to cancel
the changes
Update the required
information
1
U n i v e r s i t i T e k n o l o g i M A R A ( U i T M ) , 4 0 4 5 0 S h a h
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Integrated Consultancy System (i’CONS)) 2013
Once the “DASHBOARD”
appear, you can begin
registering your consultancy
project in i’CONS.
3
U n i v e r s i t i T e k n o l o g i M A R A ( U i T M ) , 4 0 4 5 0 S h a h
A l a m , S e l a n g o r
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Integrated Consultancy System (i’CONS)) 2013
STEP 1 Register New Project
Click “NEW
PROJECT”
1
Click “PROJECT
DETAILS” tab
1
Fill in the required
information
2
Click “SAVE”
button
3
Click “OK”
button
4
STEP 2 Fill in New Project information
REGISTER NEW PROJECT
Fill in all information regarding projects, clients and consultants A
U n i v e r s i t i T e k n o l o g i M A R A ( U i T M ) , 4 0 4 5 0 S h a h
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Integrated Consultancy System (i’CONS)) 2013
Click “CLIENT
DETAILS” tab
1
Fill in the required
information
2
Click “SAVE”
button 3
STEP 3 Fill in Client’s information
Click “OK”
button
4
U n i v e r s i t i T e k n o l o g i M A R A ( U i T M ) , 4 0 4 5 0 S h a h
A l a m , S e l a n g o r
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Integrated Consultancy System (i’CONS)) 2013
IMPORTANT: Project must be registered by the Project Leader as the system will automatically
assign the person who registered the project as the project leader.
Click “CONSULTANT
DETAILS” tab
1
Click “DETAILS”
icon 3
“CONSULTANT
DETAILS” window will
appear automatically
STEP 4 Fill in Consultants’ information
4
Click “EDIT”
button
Project Leader’s name will
automatically appear on the first line 2
5
Then, click
“UPDATE” button
7
(a) Project Leader’s information
Update all the
required information
6
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Integrated Consultancy System (i’CONS)) 2013
Click “SEARCH”
icon 1
Choose your
searching type,
whether by name,
staff ID or IC no.
2
Next, type the search
information 3 Then, click
“SEARCH” icon
4
Update Consultant ‘s
information in the
“CONSULTANT DETAILS”
window
6
Then, click
“UPDATE” button
7
Then select the
consultant
5
(b) Project Members’ Information – UiTM Staff
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Integrated Consultancy System (i’CONS)) 2013
Click “DETAILS”
icon
(c) Project Members’ Information – Non UiTM Staff
Update Consultant ‘s
information in the
“CONSULTANT DETAILS”
window
1
Click “EDIT”
button 2
Then, click
“UPDATE” button
5
Tick “OUTSIDER” 3
4
You can add more
members, by clicking
“ADD ROW” button
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Integrated Consultancy System (i’CONS)) 2013
STEP 5 Check All Information Regarding Projects, Clients And Consultants
Click “SAVE” button
before leaving the
“CONSULTANT DETAILS” tab
Then click
“OK”
You need to check whether all information required regarding
project, client and consultants are complete, by clicking the
“CHECKLIST” tab
A tick / check mark
symbol indicates
the information are
complete
A cross / an “x”
mark symbol
indicates the
information are
incomplete
Click “CLOSE” button if all sections has
been ticked.
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A l a m , S e l a n g o r
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Integrated Consultancy System (i’CONS)) 2013
The window “LIST OF CONSULTANCY
PROJECT” will appear
This panel is for you to view
all projects registered and
their registration status.
Choose the project you want
to edit/preview/submit.
Click “PREVIEW PROJECT INFO” icon to
edit /preview Project, Client or
Consultant details (BEFORE
SUBMITTING)
Click “SUBMIT
PROJECT” icon
to submit the
project
Click “DELETE
PROJECT” icon
to cancel the
project
registration
Once submitted, you can only preview
project information by clicking
“PREVIEW PROJECT INFO” icon.
2
3
Edit / Preview / Submit the project information
Click “LIST OF
PROJECT”
1
Action Icons
B
IMPORTANT: Once submitted, any changes of information can only be done by written request to
Consultancy Unit, RMI.
4
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A l a m , S e l a n g o r
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Integrated Consultancy System (i’CONS)) 2013
Print Approval Form and Consultancy Registration Form
Click “LIST OF
PROJECT”
1
Click “PREVIEW PROJECT INFO”
icon 2
Then, Click
“DOCUMENTS”
tab
3
Click the above
document icons to print
the documents
4
C
Project Leader may upload
the client’s offer letter by
clicking this icon
5
U n i v e r s i t i T e k n o l o g i M A R A ( U i T M ) , 4 0 4 5 0 S h a h
A l a m , S e l a n g o r
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Integrated Consultancy System (i’CONS)) 2013
Submit the following completed documents to RMI within one week from
the date of online registration
1. Client’s Offer Letter (if not uploaded)
2. Consultancy Registration Form
3. Approval Form
D
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STATUS DESCRIPTION
1 Not Submit Online Project registration has not been submitted
2 Pending Documents Project registration pending documents submission to RMI
3 Pending Approval Project registration has not been approved by the officers in charge
4 Pending Appointment Project registration waiting for an appointment as a consultant by PNC
Track the progress of the project registration
Click “LIST OF
PROJECT”
1
“LIST OF CONSULTANCY PROJECT”
window will list all Projects you have
registered online 2
View “STATUS” column, to track and check the
status of your project registration. The table
below explains the meaning of the status.
3
E
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