spice m latham ? welcome welcome to spice text your enquiries find a project find a company create...
TRANSCRIPT
SPICE M Latham ?
WelcomeWelcome to spice text
Your Enquiries
Find a Project
Find a Company
Create Enquiry
Create Company
1
Needing Attention
1
Needing Attention
Companies
Projects
Enquiries
Normal User• The counter on your enquiries
will only show for users that get assigned new queries
• The needing attention tile will be for any enquiries that have been left at a certain status for too long, filtered for enquiries assigned to themselves only
• A normal user will not see the settings
Super User• The needing attention tile will
be for any enquiries that have been left at a certain status for too long. The filter will be for all enquiries sent in.
• A super user will see the settings button above
• The ‘Needing Forwarded’ will only appear for the super user as they are responsible for reassigning any enquiries that have been returned from the person they were automatically assigned to.
Admin User• A admin user will see the
settings button above
1
Needing Reassigned
1
SPICE M Latham ?
Enquiry Ref Submitted Date Brief Description
Select 1234 01/01/2014 Test description for a query
Home.EnquiriesEnquiry Search
Status:
New
Super UserNormal User
SPICE M Latham ?
Enquiry Ref
Submitted Date
Brief Description Responsible User Reassign
Select 1234 01/01/2014 Test description for a query Michael Latham
Select 1235 01/01/2014 Test description for a query Noel O’Hare
Select 12365 01/01/2014 Test description for a query Michael Latham
Select 1237 01/01/2014 Test description for a query Michael Latham
Select 2345 01/01/2014 Test description for a query Michael Latham
Select 245 01/01/2014 Test description for a query Michael Latham
Select 2345 01/01/2014 Test description for a query Michael Latham
Home.EnquiriesEnquiry Search
Status:
New
Super UserNormal User
All
Responsible User:
Reassign Selected Enquiries
Michael Latham
Reassign to:
Reassign
SPICE M Latham ?Home.EnquiriesEnquiry Search
Status:
New
Save Enquiry Create Project Forward Enquiry
Enquiry Details
Full Company Details
Full Address Details
Full Contact Details
Name of company
Address Company contact
Contact telephone
Contact Email
Brief description of support required
Select category of business engagement
Training or Mentoring
Apprenticeships
Student Placement
Student Project
Enrolment Completed by Customer Services
Select occupational area of business engagement
Rest of radio buttons taken from lookup table
Business Service Engineering
Business, Leadership and Management
Normal User• The create project will allow you to create
a project from the enquiry. At the moment there will only be one project created against an enquiry. This create project button will only appear for training or mentoring and student project??
• The create project button will disappear after a project has been created as will the forward enquiry button.
• The full company details will allow you to see or chose the company associated with the enquiry
• The full contact details will allow you to see or chose the contact associated with the enquiry
• The full address details will allow you to see or chose the address associated with the enquiry
• Associated projects will list all the projects associated with the enquiry that the user has rights to see
• The cancel will return to the search results grid view
• Most of the form will be read only as was sent in by someone
Admin/Super User• Only admin/super users will be able to see
the activities associated with the enquiry.
View bottom of form
Responsible owner Name of responsible owner
Activities
xCancel
SPICE M Latham ?Home.EnquiriesEnquiry Search
Status:
New
Save Enquiry Create Project Forward Enquiry
Enquiry Details
Full Company Details
Full Address Details
Full Contact Details
Name of company
Address Company contact
Contact telephone
Contact Email
Brief description of support required
Select category of business engagement
Training or Mentoring
Apprenticeships
Student Placement
Student Project
Enrolment Completed by Customer Services
Select occupational area of business engagement
Rest of radio buttons taken from lookup table
Business Service Engineering
Business, Leadership and Management
View bottom of form
Responsible owner Name of responsible owner
Activities
xCancel
Project Title
Project Outline
Create Project
SaveCancel
SPICE M Latham ?Save Enquiry Create Project Forward Enquiry
Submitted Date: 01/01/2014 Submitted By: M Latham Updated Date: 02/01/2014 Updated By: M Latham
xCancel
Brief description of support required
View Top of form
Associated project Project title (ref 1001)
Status New • ‘Associated Project’ will only appear when the enquiry has been associated with a project
• ‘Placement ref’ will only appear when the enquiry is for apprenticeships or student placement
• The AOS code, AOS period and Acad year will only appear if the enquiry is for an enrolment completed by customer services
Placement ref
AOS code
AOS period
Placement title – will appear after a save
Acad year Course title – will appear after a save
SPICE M Latham ?Home.EnquiriesEnquiry Search
Status:
New
Save Enquiry Create Project
Name of company
Address
Company contact
Contact telephone Contact Email
Brief description of support Required
Select Category of business engagement Training or Mentoring
Apprenticeships
Student Placement
Student Project
Select occupational area of business engagement
Enrolment Completed by Customer Services
Business Service Engineering
Business, Leadership and Management
Rest of checkboxes taken from lookup table
Forward Enquiry
Submitted Date: 01/01/2014 Submitted By: M Latham Updated Date: 02/01/2014 Updated By: M Latham
Status New
Enquiry Details
Full Company Details
Full Address Details
Full Contact Details
xCancel
Forward Enquiry
Are you sure you want to mark this enquiry as to be forwarded to another person?
YesNo
SPICE M Latham ?Home.EnquiriesEnquiry Search
Status:
New
Save Enquiry Create Project
Name of company
Address
Company contact
Contact telephone Contact Email
Brief description of support Required
Select Category of business engagement Training or Mentoring
Apprenticeships
Student Placement
Student Project
Select occupational area of business engagement
Enrolment Completed by Customer Services
Business Service Engineering
Business, Leadership and Management
Rest of checkboxes taken from lookup table
Forward Enquiry
Submitted Date: 01/01/2014 Submitted By: M Latham Updated Date: 02/01/2014 Updated By: M Latham
Status New
Enquiry Details
Full Company Details
Full Address Details
Full Contact Details
xCancel
Forward Enquiry
This enquiry has now been marked to forward to another user.
OK
• When the user clicks on OK they will be returned to their search results and the enquiry will be removed from the items in the search results.
SPICE M Latham ?Home.EnquiriesEnquiry Search
Status:
New
Save Company Details
Name of company
Enquiry Details
Full Company Details
Full Address Details
Full Contact Details
xCancel
Alias
Website
Company Logo Browsetext Upload
Lead SERC Contact
Other Information (this can be seen by both staff and students):
Private Information (this can only be seen by SERC staff):
• If the company has already been found for the enquiry form this information will be filled in automatically. If it’s a new company for the enquiry this area will allow the details to be filled in and saved.
Created Date: 01/01/2014 Created By: M Latham Updated Date: 02/01/2014 Updated By: M Latham
Trading
Show to Students
Activities
SPICE M Latham ?Home.EnquiriesEnquiry Search
Status:
New
Enquiry Details
Full Company Details
Full Address Details
Full Contact Details
xCancel
Building Name Unit No Street Name Town County Country Postcode1 High Street Bangor Down N. Ireland BT20 Update Delete
Add Address Find Address
Activities
SPICE M Latham ?Home.EnquiriesEnquiry Search
Status:
New
Enquiry Details
Full Company Details
Full Address Details
Full Contact Details
xCancel
Add Contact
Contact Details Contact Details
Update Delete
JohnName
SmithJob TitleContact Type Manager
HRDepartment
Address 1 High Street Bangor County Down
123456Phone NoMobile
FaxAlumni
7890
87865
• A decision is needed to be made as to how the contact is assigned their login details for the SPICE website/portal
Activities
SPICE M Latham ?Home.EnquiriesEnquiry Search
Status:
New
Save Enquiry Create Project Forward Enquiry
Enquiry Details
Full Company Details
Full Address Details
Full Contact Details
Activities
Activity Details Date
Enguiry submitted by John Smith 01/01/2014
Enquiry viewed by Michael Latham 01/01/2014
Project created from enquiry 01/01/2014
xCancel
SPICE M Latham ?Home.EnquiriesEnquiry Search
Status:
NewEnquiries
Use the enquiry search to the left to search for any enquiries that have been sent to you.
Create Enquiry
SPICE M Latham ?Enquiry Search
Status:
New
Save Enquiry
Enquiry Details
xCancel
Responsible Owner Responsible employer displayed automatically by what category selected in business engagement
Name of company
Address Company contact
Contact telephone
Contact Email
Brief description of support Required
Select Category of business engagement
Training or Mentoring
Apprenticeships
Student Placement
Student Project
Enrolment Completed by Customer Services
Select occupational area of business engagement
Rest of radio buttons taken from lookup table
Business Service Engineering
Business, Leadership and Management
• The save part of this will bring the user back to the home screen straight away, allowing them to view an enquiry they have created for themselves and allowing them to create another enquiry if they want
SPICE M Latham ?Project Search
Company:
Home.Projects
Project Ref Project Title Project Description Company
Select 1001 Project 1 Test mockup project description NI Railways
SPICE M Latham ?
Proposal
Project Search
Company:
Home.Projects
Assessment of Need
Invoicing
Delivery and Quality Checks
Evaluation
Impact Evaluation
Activities
Training Research and Innovation
Mentoring and Consultancy
Outcomes and Impacts
Funding Support
Save Assessment Of Needs / Project DetailsxCancel
1. Sales and Market Share
What are the expected outcomes and impacts for the project/job?
6. Compliance5. Business Reputation and4. R and D Innovation and New3. Employment and Staffing2. Costs and Profitability
Increase Sales NI
Increase Sales UK
Increase Sales ROI
Increase Sales (Outside UK ROI)
Increase Sales (£ K) % Increase
Increase Sales (£ K) % Increase
Increase Sales (£ K) % Increase
Increase Sales (£ K) % Increase
Entry into new geographical markets
US ROI EU Asia Australia South America
Entry into new sectorial markets Market info
New or increased customer base % Increase
On line sales % Increase
• The geographical markets will be taken from a editable lookup table allowing future removal or addition
• The sectorial markets will be in a lookup table allowing future removal or addition
Project Ref 1001 Project Title
Company Company Name Link Status In Progress Original Enquiry View Enquiry Ref 101
Project Outline
SPICE M Latham ?
Evaluation
Project Search
Company:
Home.Projects
Assessment of Need
Proposal
Invoicing
Delivery and Quality Checks
Impact Evaluation
Activities
Training Research and Innovation
Mentoring and Consultancy
Outcomes and Impacts
Funding Support
Save Assessment Of Needs / Project DetailsxCancel
What are the expected outcomes and impacts for the project/job?
1. Sales and Market Share
6. Compliance5. Business Reputation and4. R and D Innovation and New3. Employment and Staffing
2. Costs and Profitability
Reduction in costs By how much (£ K) % Decrease
Increase profitability Value of increase (£ K) % Increase
Project Ref 1001 Project Title
Company Company Name Link Status In Progress Original Enquiry View Enquiry Ref 101
Project Outline
SPICE M Latham ?
Evaluation
Project Search
Company:
Home.Projects
Assessment of Need
Proposal
Invoicing
Delivery and Quality Checks
Impact Evaluation
Activities
Training Research and Innovation
Mentoring and Consultancy
Outcomes and Impacts
Funding Support
Save Assessment Of Needs / Project DetailsxCancel
What are the expected outcomes and impacts for the project/job?
1. Sales and Market Share
6. Compliance5. Business Reputation and4. R and D Innovation and New
3. Employment and Staffing2. Costs and Profitability
Employment Safeguarded No. full-time No. part-time
Increased Employment No. full-time No. part-time
Improved skills in you workforce No. of staff up skilled
Increased Staff Motivation Satisfaction levels %
Project Ref 1001 Project Title
Company Company Name Link Status In Progress Original Enquiry View Enquiry Ref 101
Project Outline
SPICE M Latham ?Project Search
Company:
Home.Projects
Assessment of Need
Proposal
Invoicing
Delivery and Quality Checks
Evaluation
Impact Evaluation
Activities
Training Research and Innovation
Mentoring and Consultancy
Outcomes and Impacts
Funding Support
Save Assessment Of Needs / Project DetailsxCancel
What are the expected outcomes and impacts for the project/job?
1. Sales and Market Share
4. R and D Innovation and New3. Employment and Staffing2. Costs and Profitability
Increased expenditure from R&D By how much (£ K)
Develop new prototype Specify number
Development of new processes Specify detail
Adoption of exiting processes Specify detail
Development of product and/orprocess technical problems
Improved product design and performance
Protection of intellectualproperty
Specify detail
Project Ref 1001 Project Title
Company Company Name Link Status In Progress Original Enquiry View Enquiry Ref 101
Project Outline
View bottom of form
SPICE M Latham ?Save Assessment Of Needs / Project DetailsxCancel
6. Compliance5. Business Reputation and
Exploitation of intellectualproperty
Development of integrated and/orquality management systemse.g. ISO 9001, 14001, OHSAS18001
View Top of form
SPICE M Latham ?Project Search
Company:
Home.Projects
Assessment of Need
Proposal
Invoicing
Delivery and Quality Checks
Evaluation
Impact Evaluation
Activities
Training Research and Innovation
Mentoring and Consultancy
Outcomes and Impacts
Funding Support
Save Assessment Of Needs / Project DetailsxCancel
What are the expected outcomes and impacts for the project/job?
1. Sales and Market Share
6. Compliance
5. Business Reputation and4. R and D Innovation and New3. Employment and Staffing2. Costs and Profitability
Increased business reputation within marketplace
Impact on your business’ survival
Project Ref 1001 Project Title
Company Company Name Link Status In Progress Original Enquiry View Enquiry Ref 101
Project Outline
SPICE M Latham ?Project Search
Company:
Home.Projects
Assessment of Need
Proposal
Invoicing
Delivery and Quality Checks
Evaluation
Impact Evaluation
Activities
Training Research and Innovation
Mentoring and Consultancy
Outcomes and Impacts
Funding Support
Save Assessment Of Needs / Project DetailsxCancel
What are the expected outcomes and impacts for the project/job?
1. Sales and Market Share
6. Compliance5. Business Reputation and4. R and D Innovation and New3. Employment and Staffing2. Costs and Profitability
Compliance with legal or statutory regulations
Project Ref 1001 Project Title
Company Company Name Link Status In Progress Original Enquiry View Enquiry Ref 101
Project Outline
SPICE M Latham ?Project Search
Company:
Home.Projects
Assessment of Need
Proposal
Invoicing
Delivery and Quality Checks
Evaluation
Impact Evaluation
Activities
Training Research and Innovation
Mentoring and Consultancy
Outcomes and Impacts
Funding Support
Save Assessment Of Needs / Project DetailsxCancel
What issues/challenges do you currently face that you want to address through training?
What specific skills/knowledge does your staff need
Add Additional TrainingTraining Area (this will be a dropdown of training areas) Specialist Area (this will be a dropdown of specialist areas)
Do you want: Accredited Training Non-accredited Training No Preference
How many staff require training
Specify additional learning support
What timeframe do you have for completion of this training
What budget have you available for this training
Location of training: On-site Off-site No Preference
When are employees available for training: Mornings Afternoons Evening Saturday
• The training areas and specialist areas will be in a lookup table which will allow future addition or removal of training/specialist areas. This won’t come from the current SharePoint list as it means this system can be run independently.
Project Ref 1001 Project Title
Company Company Name Link Status In Progress Original Enquiry View Enquiry Ref 101
Project Outline
SPICE M Latham ?Project Search
Company:
Home.Projects
Assessment of Need
Proposal
Invoicing
Delivery and Quality Checks
Evaluation
Impact Evaluation
Activities
Training Research and Innovation
Mentoring and Consultancy
Outcomes and Impacts
Funding Support
Save Assessment Of Needs / Project DetailsxCancel
Development of a prototype Adaptation of existing products or services
Development of new products or services Adaptation of existing processes
Development of new processes Resolution of product and/or technical problems
Investigation of new technologies/processes General research (leading to research report)
Improved product design and performance Tests (leading to test results)
Drawing/designs Tests (leading to test results)
Protection of intellectual (IP) Exploitation of intellectual (IP)
Development of integrated and/or qualityManagement systems e.g. ISO 9001, 14001,OHSAS 18001
Product approval/global technical compliance(e.g. by gaining type approvals orCertificate of conformity
Other please specify
Current business model for research and innovation within your company:
We have a formal process for innovation and R and D within our company and we can bring new ideas to market rapidly and effectively
Although informal, we have good working processes for innovation and R and D and a model for bringing new ideas to market
We have some success in bringing new ideas to market, but our approach to R and D can be ad hoc or reactive
Project Ref 1001 Project Title
Company Company Name Link Status In Progress Original Enquiry View Enquiry Ref 101
Project Outline
• The list of research and innovation areas will come from a lookup table which will mean they can be added to or marked as removed in the future.
SPICE M Latham ?Project Search
Company:
Home.Projects
Assessment of Need
Proposal
Invoicing
Delivery and Quality Checks
Evaluation
Impact Evaluation
Activities
Training Research and Innovation
Mentoring and Consultancy
Outcomes and Impacts
Funding Support
Save Assessment Of Needs / Project DetailsxCancel
RenewablesIT
Engineering
GIS
Project Ref 1001 Project Title
Company Company Name Link Status In Progress Original Enquiry View Enquiry Ref 101
Project Outline
• The mentoring and consultancy areas will be in a lookup table allowing future addition and marking as removed
SPICE M Latham ?Project Search
Company:
Home.Projects
Assessment of Need
Proposal
Invoicing
Delivery and Quality Checks
Evaluation
Impact Evaluation
Activities
Training Research and Innovation
Mentoring and Consultancy
Outcomes and Impacts
Funding Support
Save Assessment Of Needs / Project DetailsxCancel
Does this company/project qualify for any of the following support funds?
Innovation voucher
Employer support programme
Customised training
HE/FE project
Other
Project Ref 1001 Project Title
Company Company Name Link Status In Progress Original Enquiry View Enquiry Ref 101
Project Outline
• The funding support areas will be in a lookup table allowing addition and marking as removed in the future
SPICE M Latham ?Project Search
Company:
Home.Projects
Assessment of Need
Proposal
Invoicing
Delivery and Quality Checks
Evaluation
Impact Evaluation
Activities
Project Ref 1001 Project Title
Company Company Name Link Status In Progress Original Enquiry View Enquiry Ref 101
Project Outline
SPICE M Latham ?Project Search
Company:
Home.Projects
Assessment of Need
Proposal
Invoicing
Delivery and Quality Checks
Evaluation
Impact Evaluation
Activities
Project Ref 1001 Project Title
Company Company Name Link Status In Progress Original Enquiry View Enquiry Ref 101
Project Outline
SPICE M Latham ?Project Search
Company:
Home.Projects
Assessment of Need
Proposal
Invoicing
Delivery and Quality Checks
Evaluation
Impact Evaluation
Activities
Project Ref 1001 Project Title
Company Company Name Link Status In Progress Original Enquiry View Enquiry Ref 101
Project Outline
SPICE M Latham ?Project Search
Company:
Home.Projects
Assessment of Need
Proposal
Invoicing
Delivery and Quality Checks
Evaluation
Impact Evaluation
Activities
Project Ref 1001 Project Title
Company Company Name Link Status In Progress Original Enquiry View Enquiry Ref 101
Project Outline
SPICE M Latham ?Project Search
Company:
Home.Projects
Assessment of Need
Proposal
Invoicing
Delivery and Quality Checks
Evaluation
Impact Evaluation
Activities
Project Ref 1001 Project Title
Company Company Name Link Status In Progress Original Enquiry View Enquiry Ref 101
Project Outline