sierracentresnet tenant manual en 030509 · 2009-05-06 · 06-05-2009 10 main activities after...

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SierraCentres.Net

User Manual= Version 2.0 =

Lisbon, 06-05-2009

06-05-2009 SierraCentres.Net – User Manual 2

Table of Contents

Introduction

Accessing the Portal

Main Activities

User Profiles

Navigation

• General

• Lists

• Forms

General Functions

• Quick Accesses

• Favourites

• Searching the Portal

• Meet the person

06-05-2009 3

Table of Contents

Specific Functions - Tenant

• Going to the portal home page

• Contacting the administrator (portal manager)

• Visiting other links

• Consulting frequently asked questions (FAQ)

• Changing the portal language

• Exiting the portal

• Viewing warning messages

SierraCentres.Net – User Manual

06-05-2009 4

Table of Contents


Specific Functions - Tenant

• Sending a request

• Sending a request with another attached

• Viewing a sent request

• Viewing a received request

• Editing a sent request

• Sending more information about a request

• Cancelling a request

• Viewing a document


Table of Contents

Introduction


Main Activities

User Profiles

Navigation

• General

• Lists

• Forms

General Functions

• Quick Accesses

• Favourites


06-05-2009 6

Introduction

Manual Objectives

• To understand the working logic of the portal;

• To become familiar with the main functions available in the portal.

Objectives of the SierraCentres.Net portal

• To improve, facilitate and make more efficient communication between the administration andthe shopping centres and their employees.

The main functions available allow users to:

• Reduce Store operating costs and have better response and service quality capacity;

• Improve the centre's access to information;

• Increase the efficiency of the operational relationship with the Centre, and improve the Centre's response

capacity;

• Facilitate the reporting of contractual elements, or others;

• Gain access to the thousands of Internet visitors to the Centre site;

• Gain access other support services: Sonae Sierra in general, centre administration.



Table of Contents

Introduction


Main Activities

User Profiles

Navigation

• General

• Lists

• Forms

General Functions

• Quick Accesses

• Favourites


06-05-2009 8


Access to the Portal is free for all computers linked to the Sonae network, an Internet account not being necessary (access to

the Sonae Network is sufficient). The portal can also be accessed by any computer with Internet access, whatever its location.

� Access the Internet on your computer and type the following address into Internet Explorer : www.sierracentres.net

This address takes you to the public area of the portal, which contains information about the workings of the site

and its services.

� To access the private area, you should enter your user details and password (provided by the portal manager) into the

respective boxes, and click the button "Enter".


Data input zone for

entering the private

area


Table of Contents

Introduction


Main Activities

User Profiles

Navigation

• General

• Lists

• Forms

General Functions

• Quick Accesses

• Favourites


06-05-2009 10

Main Activities

After entering the private area, there are 2 main menus, which allow you to access the availableservices:

• Requests, where users can request the various services available and consult the respective responses

deriving from the management profiles.

• Documentation, where it is possible to view the various types of documentation available for each user.


Three main portal menus


Table of Contents

Introduction


Main Activities

User Profiles

Navigation

• General

• Lists

• Forms

General Functions

• Quick Accesses

• Favourites


06-05-2009 12

User Profiles

There are two different types of user that may navigate the portal:

• Store owners, with only one associated store and the respective shopping centre. This

profile will have access to the request and documentation functions.

• Multi-store owners, having two or more associated stores, with access to the samefunctions as store owners.



Table of Contents

Introduction


Main Activities

User Profiles

Navigation

• General

• Lists

• Forms

General Functions

• Quick Accesses

• Favourites


06-05-2009 14

Navigation• General


Main

menus

Breadcrumb

trail

Side

menus

Workspace

User identification Secondary menus Centre Logo

Quick

Accesses

Searching

the Portal

Footer

06-05-2009 15




Quick

Accesses

Searching

the Portal

User identification

This area of the portal is dedicated to the identification of the entities that represent each user: name; store; centre

It may happen that the user has more than one associated store or centre. In this case, there will be the option to select the one to view, or view

all of them simultaneously.

Secondary menus

This area contains a set of links and functions that are always available for all the navigation profiles.

Centre Logo

This shopping centre logo is associated with the user. If the user in question has more than one centre, the logo visible will be that of the selected

centre. If the option “see all centres” is selected, the Sonae Sierra logo will appear.

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Quick

Accesses

Searching

the Portal

Searching the Portal

This area is for searching the portal, where users can search for requests and documents, using words of their choice.

Quick Accesses

In this area, 5 most appropriate portal services will be listed for each profile, in order to facilitate their quick access. These services are determined

by the portal manager.

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Mainmenus

Breadcrumb

trail

Side

menus

Workspace

Main menus

This area is composed of the 3 main menus, which allow access to the available services and their respective functions. The availability of each one

depends on the profile that is accessing the portal.

Side menus

This menu area depends on the main menu that has been selected. The options that are available depend on the permissions defined for each

profile. Some of these menus have sublevels of navigation, which are indicated by an arrow. The options that do not have an submenu arrow

open a content page directly.

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Mainmenus

Side

menus

Breadcrumb trail

Breadcrumb trails orient the user within the navigation structure of the site. For this, it has a set of sequential links (always beginning at the start

page).

Workspace

This is the useful workspace, where the user executes most of the portal functions. This area is comprised of a header and its respective body. In

the header, in addition to the page title, the user has the possibility to add the page to, or remove the page from, their favourites.

Breadcrumb

trail

Workspace

06-05-2009 19



Footer

Footer

The footer, in addition to copyright information, contains links regarding the legal scope of using the site, as well as this user support manual.

06-05-2009 20

Navigation• Lists


Usually, all lists are found in tables, as illustrated below. Tables are associated to the following elements:

- Tabs;

- Search.

Tabs

Search

Table

06-05-2009 21

Navigation• Lists


When there are tabs associated to tables, they are always situated at the top, each one having the quantity of topics that the

respective list contains in total. On clicking each of these tabs, new content is opened, which may or may not be a list. The selected

tab appears highlighted with a white background.

Tabs

Selected tab Total no. of items in this tab's list

06-05-2009 22

Navigation• Lists


Search

Usually, users have the possibility of searching items in a list. For this, there is a box, initially closed, where there are various search

criteria , which generally coincide with the table columns. For example, if there is a column in the table with the type of request, it

will be possible to search by this criterion.

In this search box it is possible to look for items by various criteria simultaneously.

On top of the box, and always visible, is the reference tab where the user is located, followed by the quantity of items in the

respective in that context (resulting, for example, from the quantity of items in the search results).

Button that allowsthe expansion or

retraction of search

options

No. of items in the current list.

(this number may result from, for example, a search)

Button that allows the completion of thesearch

Search criteria

06-05-2009 23

Navigation• Lists


Generally, the table items are distributed in pages, each one containing 10 topics. To change page, just click on the respective

number, or activate one of the "next" or "previous" buttons, which are situated below the list.

When the mouse is passed over each row, a blue background appears (mouse over). When this happens, it means that when we click

on the row, we will be able to see the detail of the item in question.

When the rows don't have mouse over, this is generally for two reasons: (1) the items are merely informative, without any associated

functionality; (2) the functionality associated with this item is represented in a column.

Some tables also have the property of ordering items. For this, it is necessary to click on the column (the header) that you intend to

order. For example: if the intention is to obtain items ordered by the oldest to the most recent, the column "Date" should be clicked.

Table header

Table row with

mouse over

Table pagination

Table

Ordered column

06-05-2009 24

Navigation• Forms


Button area

Module for attaching files

Useful information area

Date selection

Mandatory fields

Module for adding elements

Contextual help

06-05-2009 25

Navigation• Forms


Useful information areaMandatoryfields

Mandatory fields

All mandatory fields are marked with an asterisk (*).

Forms

Throughout the site, various pages contain forms, from the search areas to the request pages.

Useful information area

In some types of form, sometimes there is a useful information area (merely informative), namely in the context of requests.

06-05-2009 26

Navigation• Forms



In the portal, there are some types of request where this module appears, namely when a request is intended for several people simultaneously.

E.g.: Authorisation for the entry of Third Parties; Employee cards (renewal and cancellation). To fill in this module, the following steps should be

followed:

� Fill in the fields;

� Click on the button "Add", which adds the completed fields to a table.

If the intention is to remove what is in this table, just click on the respective remove button .


06-05-2009 27

Navigation• Forms



Whenever it is necessary to attach files associated to a form, the process will be similar to that illustrated:

� Click on the button "Search", where the window appears for the user to choose the intended document;

� Click on the button "Attach", which adds the document to a table.

If the intention is to remove a document already attached, all that is necessary is to click on the respective remove button

The types of file permitted are sometimes restricted to txt, pdf and zip. When dealing with image files, only jpg, gif and png are

allowed. The size is likewise restricted, normally to 2 MB.


06-05-2009 28

Navigation• Forms


Button area

Contextual help

Date selection

Date selection

When there are fields for entering dates, it is possible to fill them in through the use of a calendar. For this, it is necessary to click on the respective

icon.

The permitted date format is dd-mm-yyyy.

Contextual help

In the majority of fields in the forms, there are tooltips with contextual help, which contain information about the respective completion of the

field. To see them, it is necessary to pass the mouse over the information icon.

Button area

The form action buttons are usually found below the input fields.

06-05-2009 29

Navigation• Forms


Messages (success, error and warning)

After a form is completed, a message always appears at the top, which can be one of three types:

- Success, should the data be submitted without any problems. When this item is shown, it is associated with a search form;

- Error, should some problem occur when submitting the form;

- Warning, should it be necessary to notify the user of something important.

Example of a message

(successful)

06-05-2009 30

Navigation• Forms


Contextualised error messages

In addition to the error messages at the top, which may appear after submitting a form, there is another type of error message that may be

shown, which is specific to each field. These messages typically appear for two reasons:

- The field is obligatory, and was not completed;

- The field was incorrectly completed.


Table of Contents

Introduction


Main Activities

User Profiles

Navigation

• General

• Lists

• Forms

General Functions

• Quick Accesses

• Favourites


06-05-2009 32

General Functions• Quick Accesses


Quick

Accesses

The quick accesses are present throughout the site. To view them, just click on the button "quick

accesses", situated beside the portal search facility. To hide this "box", click again on the same button. On

the portal home page, the accesses are already expanded.

In this area, a maximum of 5 most appropriate portal services will be listed for each profile, in order to

facilitate their quick access.

These services are determined by the portal manager.

06-05-2009 33

General Functions• Favorites


"My favorites" area (home page)

The “My Favorites” area only exists on the home page (the private area of the portal), and may contain up to 5 portal services. This is an area

very similar to the quick accesses. The difference is that the Favourites are defined according to each user's preferences.

The first time that the users enter the portal, there will be a set of 5 pre-defined services. From there, they may configure them in

the way they wish.

To add or remove the services in this area, it is necessary to click on the link that appears in the header of each page.

If the user already has 5 services and adds another, this automatically replaces the oldest.

06-05-2009 34

General Functions• Searching the Portal


Throughout all the pages of the portal, it is possible to perform a free search on a certain theme or expression.

For this, it is necessary to follow the steps below:

� Inserting text into the portal search area box;

� Click on the button "OK", which can be found after the field.

After performing the search, the respective results are shown, which are structured in two separators:

- Requests, with a list of all the requests that the user owns, corresponding to the search term;

- Documentation, with a list of the user's documents, which contain the search term.

Searching the Portal

Search results

06-05-2009 35

Table of Contents


Specific Functions

• Going to the portal home page

• Contacting the administrator (portal manager)

• Visiting other links

• Consulting frequently asked questions (FAQ)

• Changing the portal language

• Exiting the portal

• Viewing warning messages

06-05-2009 36

Specific Functions• Going to the portal start page; • Contacting the administrator


SierraCentres

Logo

Secondary menus: Link to go to the home page

Breadcrumb trail: Link to go to the home page

Go to the portal start page

There are various ways for the user to go to the portal home page (private area):

- Through the Sierra Centres logo;

- Using the link "home page" in the secondary menu area;

- Through the link "home" always showing in the breadcrumb trail.

Contacting the administrator

Should there be a question that the portal cannot answer, and which you wish to clarify, you can contact the portal administrator

through the following steps:

� Click on the link “Contact us”, situated in the secondary menu area;

� Fill in the form fields that appear on the page;

� Click on the button "Send".

Secondary menus: Link to contact the administrator

06-05-2009 37

Specific Functions• Visiting other links


Secondary menus: Links to access other links

In the portal there is an area with some external links that may be of use to users. To access this page, click on the link "External links" situated in

the secondary menu area.

06-05-2009 38

Specific Functions• Consult frequently asked questions (FAQ)


Secondary menus: Link to access the FAQ

In the case of having some doubt about how to navigate the SierraCentres portal, there is a page dedicated to responding to users' most

frequently asked questions. To access this page, click on the link "FAQ" situated in the secondary menu area.

06-05-2009 39

Specific Functions• Changing the portal language; • Exiting the portal


Secondary menus: Box to select the language

Changing the portal language

The SierraCentres portal currently provides 6 languages for site navigation: English, Spanish, German, Greek, Italian and Portuguese.

To select the language most suitable for each user, it is necessary to select one of those shown in the respective box (situated in the secondary

menu area).

Exiting the portal

To exit the portal (i.e., log out), the user should click on the link “Exit”, situated in the secondary menu area. After clicking, the home page of the

public area of the portal will appear, where the user can log in again.

Secondary menus: Link to exit the portal

06-05-2009 40

Specific Functions• Viewing warning messages


Home page: Warning message

On the home page, there is an area dedicated to messages for the various users. Usually, only a small description appears with their subject, so

that in order to read the entire message, it is necessary to click on the associated "See more" button, where the user will have a page dedicated

exclusively to its content.

Image associated with themessage

Message summary

"See more" button

06-05-2009 41

Specific Functions• Interstitials


An interstitial is a message that may appear when the user enters the portal (the private area). In this case, one of two actions may be taken:

- Simply closing the interstitial, by clicking on the close button, pressing Esc on the keyboard, or clicking in any area outside the interstitial. If the

user opts for this action, the next time they enter the portal, this message will reappear;

- Closing the interstitial, requesting that it not reappear, through the button at the bottom, “Do not show this message again”.

"Do not show this messageagain" button

06-05-2009 42

Table of Contents


Specific Functions

• Sending a request

• Sending a request with another attached

• Viewing a sent request

• Viewing a received request

• Editing a sent request

• Sending more information about a request

• Cancelling a request

• Viewing a document

06-05-2009 43

Specific Functions• Sending a request


To send a request, it is necessary to follow the following steps:

� Click on the main menu "Requests";

� Select one of the intended requests in the menu on the left, which will take you to the respective request's page;

� Fill in the form data;


"Send" button

06-05-2009 44

Specific Functions• Sending a request with another attached


In some cases, associated to a request, it is necessary to make others to complement it (e.g.: requesting entry to a work site sometimes implies

requesting entry for third parties). In this situation, the possibility exists of attaching requests to a main request. To send a request with another

attached, follow the steps below:


� Select one of the intended requests in the menu on the left, which takes you to the respective request's page;

� Fill in the form data;

� Select the option “I want to attach a Third Party Entry Authorisation request to this request”;

� Click the button "Send", which takes the user to the attached request;

� Complete the form data;


06-05-2009 45

Specific Functions• Viewing a sent request


Soon after sending a request, a consultation window is shown for that request, so that the data submitted may be checked. Should consultation of

the same request be necessary later, it is necessary to follow the following steps:


� Select the left-hand side menu "Consult Requests", which will take you to the respective page;

� Click on "Sent", which will show all the requests sent by the store owner;

� Click on the request to be viewed.

Sent requests may have one of three statuses:

- Pending (represented by the symbol );

- Cancelled (represented by the symbol );

- New (represented by the symbol );

06-05-2009 46

Specific Functions• Viewing a received request


Soon after entering the private part of the portal, a summary of requests received is shown on the home page, together with a list of the last three

unread requests received. From this area, you may navigate directly to the request consultation page (where "Received" is selected by default).

"Summary of Requests

Received" area

"Go to View requests"

button

06-05-2009 47

Specific Functions• Viewing a received request


Should you not enter in Consult requests from the home page, you may view a received request by following the steps below:


� Select the left-hand side menu "Consult Requests", which will take you to the respective page where "Received" is already selected;

� Click on the request to be viewed.

Received requests may have one of three statuses:

- Pending (represented by the symbol );

- Approved (represented by the symbol );

- Rejected (represented by the symbol );

They may also have been read or unread by the user, those that are unread being in bold.

06-05-2009 48

Specific Functions• Editing a sent request


Generally, requests may only be edited when their status is "New".

Shortly after sending a request, a view window is shown for that request, where it may be edited. Should edition of the same request become

necessary later, it is necessary to follow the steps below:



� Click on "Sent", which will show all the requests sent by the store owner;

� Click on the request to be viewed;

� Click on the button "Edit", situated in the buttons area;

� After the edit window appears, click on the button "Save changes".

Edit button

06-05-2009 49

Specific Functions• Sending more information about a request


When desired, the user may send more information about a request, as long as it does not have the status "cancelled".

Shortly after sending a request, a consultation window is shown for that request, where more information may be sent about that request. Should

you want to send information later, it is necessary to follow the steps below:



� Click on “Sent”, or remain on “Received”;


� Fill in the "Message" field;

� Click on the button “Send information", located in the buttons area;

After the information has been sent, the respective request appears under the "Sent" tab. Its status becomes "pending".

"Send information" button

06-05-2009 50

Specific Functions• Cancelling a request


At any time during the process, a request may be cancelled by its author, as long as it has not been concluded (i.e. cancelled, rejected or

approved) by any of the parties.

Shortly after sending a request, a consultation window is shown for that request, where it may be cancelled. Should cancellation of the same

request be necessary later, it is necessary to follow the steps below:



� Click on the desired tab (the tab "received" is selected by default), where the respective requests are shown;


� Click on the button “Reset", situated in the buttons area;

After a request has been cancelled, it appears under the "Sent" tab. Its status becomes "cancelled".

Reset request button

06-05-2009 51

Specific Functions• Viewing a document


As soon as you enter the private area of the portal, on the home page there is an area reserved for the most recent documents added to the

portal, organised by document type. To access one of them, just click on the respective link.

"Most Recent

Documentation" area

06-05-2009 52

Specific Functions• Viewing a document


Should you not access a document via the home page, you may view a document by following the steps below:

� Click on the main menu "Documentation";

� Select the document type you wish to view from the left-hand side menu, which will show the respective list;

� Click on the document you wish to view.

Documents are only made available on the portal when their author allows it. The author may send a notification email to some users of a group

of their choosing.

THANK YOU!