Attachment_5_G360_Workflow_Console_Training.pdf

Attachment 5

Training Material

Global 360 Administration

Web-Based POWER Workflow System Console

1. Double-click the following URL to access the new web-based System Admin

Console: http://w-power-12/ExAdmin/. The following log-on screen will be displayed.

(The production URL will be provided to all the Supervisors in PCT Ops and PCT Legal).

http://w-power-12/ExAdmin/

2. Please enter your USPTO Domain Logon information. You must pre-fix “uspto\” in front of your login name.

3. Execute 360 Admin Page is displayed, as shown below.

Note: When you log onto the Executive 360 Administration system next time, the system may not require Step 3 and Step 4 if the system still remembers your previous registration. In that case, continue to the next step.

4. Add “powerp” to the system as shown below and click “Add”.

5. Execute 360 “powerp” domain is registered. Click on “Domain Services” Link

6. The following “Executive 360 Administration home page will be displayed. Click the Log On menu item to log on to the system admin console.

7. Click on “Workflow Management” on the left navigation menu. Please enter your

Username and Password used to logon to the current system admin console and click

“OK”.

8. You will be authenticated and the Workflow Management Options will be listed.

9. Click on “Work Distribution” to list the full Worksteps. NOTE: With this web-based system admin console, you can easily sort each column data by simply clicking the column header.

10. You can administer a Workstep from this web page. For example,

a. Identify a work-step you want to manage.

b. Double click on the Workstep to display the Workstep Contents list.

c. Select Applications to “Assign to User” or “Release from User”.

How to use the Filter function?

If you want to filter the contents of the selected Workstep with a certain condition, you can use the Filter block, as shown in the following example.

Suppose you are interested in US05 applications only, then

i. Select “Workitem Name” from the “Set filter on column” list.

ii. Enter “US05” in the containing field, which is case-sensitive.

iii. Click “Apply”.

Refer to the following screen for the filtering parameters used and its result set.

11. Click on “User Statistics” to display the Users in the system and to disconnect user’s from workflow.

12. Difference between “Return Home” option and “Log Out” option.

a. Log Out – Allow you to log out from the System Admin Console but you are still connected to the powerp system. With this option, you can easily log back into the system admin console, same as Step 7. Below is the screenshot after the Log Out option is selected.

b. Return Home – Same as the Log Out option but you will need to start from

Step 5 if you want to log back into the system again. Below is the screenshot after the Return Home option is selected.