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May 28, 2019

  • 3:48pm
    [CMS Help] [Help Documentation] Jorge Campo updated Calendar event Registration Tuesday, May 28Jorge Campo updated Calendar event Registration  Too many differences to list. See Revisions for details.Jorge Campo updated Calendar event Registration

    [CMS Help] [Help Documentation] Jorge Campo updated Calendar event Registration

    Tuesday, May 28

    Jorge Campo updated Calendar event Registration

     

    Too many differences to list. See Revisions for details.

    Too many differences to list. See Revisions for details.
    Read more
  • 3:37pm
    [CMS Help] [Help Documentation] Jorge Campo created Calendar event Registration Tuesday, May 28Jorge Campo created Calendar event Registration  User instructionsFor the general user, the registration for any event is a simple process.In the event itself:Click on the arrow down in the Registration to see the options.You may also check the list of participants on your right or edit your own once it has been created.main screenOnce the registration menu is open:Select the arrow down in the first field and choose any of the options:MyselfOther accountOther personSave the registrationregistrationIf you are logged in, the "Myself" option will add all the fields on your behalf and you just need to save itChoose the "Other account" if you are adding a person that is already in our system.Choose "Another person" and fill all the fields if you are adding a person outside of our CMS web.The system will send an automatic email confirmation message to you or the user you have registered. Advanced Registration (Edition or creation of a calendar event)Calendar events may require or not the registration of their participants depending on your needs.When you create a new calendar event, the registrations are off and not shown to the users by default. To add registration to an event, please follow these steps:Add a Title to your new eventEnable the registration (in the picture is disable)See if you need to edit the "Confirmation email" message with some extra details.The template will use tokens like [node:title] or [node:author] that you can also change or remove if needed.event registrationManage registrationsAs the author of your event, you have access to the list of participants and additional settings.Click on "Manage Registrations"The system shows you the list of the registrationsIn the Settings tab you have additional features if needed:Maximum number of registrants (zero by default: No limits)Open Date: Since when the registration form needs to be availableClose Date: When the registration must be closedReminder: If checked, you can add a reminder of the event to the registered users at a specific timeEmail Registrants: You can send an email to the registered users at any timemanage registrationsFinally, in the tab "Registrations" you can download an excel copy of the registered people at any time.Jorge Campo created Calendar event Registration

    [CMS Help] [Help Documentation] Jorge Campo created Calendar event Registration

    Tuesday, May 28

    Jorge Campo created Calendar event Registration

     

    User instructions

    For the general user, the registration for any event is a simple process.

    In the event itself:

    1. Click on the arrow down in the Registration to see the options.
    2. You may also check the list of participants on your right or edit your own once it has been created.

    main screen

    Once the registration menu is open:

    1. Select the arrow down in the first field and choose any of the options:
      • Myself
      • Other account
      • Other person
    2. Save the registration

    registration

    • If you are logged in, the "Myself" option will add all the fields on your behalf and you just need to save it
    • Choose the "Other account" if you are adding a person that is already in our system.
    • Choose "Another person" and fill all the fields if you are adding a person outside of our CMS web.

    The system will send an automatic email confirmation message to you or the user you have registered.

     

    Advanced Registration (Edition or creation of a calendar event)

    Calendar events may require or not the registration of their participants depending on your needs.

    When you create a new calendar event, the registrations are off and not shown to the users by default. To add registration to an event, please follow these steps:

    1. Add a Title to your new event
    2. Enable the registration (in the picture is disable)
    3. See if you need to edit the "Confirmation email" message with some extra details.
      • The template will use tokens like [node:title] or [node:author] that you can also change or remove if needed.

    event registration

    Manage registrations

    As the author of your event, you have access to the list of participants and additional settings.

    1. Click on "Manage Registrations"
      • The system shows you the list of the registrations
    2. In the Settings tab you have additional features if needed:
      • Maximum number of registrants...
    Read more

August 13, 2018

  • 9:46am
    [CMS Help] [Help Documentation] Jorge Campo updated Filedepot: Working with documents Monday, August 13Jorge Campo updated Filedepot: Working with documents  Jorge Campo updated Filedepot: Working with documents

    [CMS Help] [Help Documentation] Jorge Campo updated Filedepot: Working with documents

    Monday, August 13

    Jorge Campo updated Filedepot: Working with documents

     

    Read more
  • 9:44am
    [CMS Help] [Help Documentation] Jorge Campo created Filedepot: Working with documents Monday, August 13Jorge Campo created Filedepot: Working with documents  The filedepot is Document Managment Solution (DMS) for easily managing and sharing files in CMS.Filedepot is an alternative to the current libraries in their respective spaces in CMS.Ask us to deploy Filedepot for you if:You have multiple folders and or multiple files in your current libraryYou need to download several documents or folders at onceYou need finer granularity in terms of permissionsYou want extra features like searching, favorites, unread documents, etc.When it is not necessary to use Filedepot:Your library is very smallYour users just need to download one document here and there.Main Characteristics of FiledepotSearch EngineMultiple uploads and downloadsTaggingLocking filesVersion controlNotifications, reportingPermissions (total granularity in terms of folders or specific files)To know more about filedepot and its usage please check the attached document or watch the following video: Jorge Campo created Filedepot: Working with documents

    [CMS Help] [Help Documentation] Jorge Campo created Filedepot: Working with documents

    Monday, August 13

    Jorge Campo created Filedepot: Working with documents

     

    The filedepot is Document Managment Solution (DMS) for easily managing and sharing files in CMS.

    Filedepot is an alternative to the current libraries in their respective spaces in CMS.

    Ask us to deploy Filedepot for you if:

    • You have multiple folders and or multiple files in your current library
    • You need to download several documents or folders at once
    • You need finer granularity in terms of permissions
    • You want extra features like searching, favorites, unread documents, etc.

    When it is not necessary to use Filedepot:

    • Your library is very small
    • Your users just need to download one document here and there.

    Main Characteristics of Filedepot

    • Search Engine
    • Multiple uploads and downloads
    • Tagging
    • Locking files
    • Version control
    • Notifications, reporting
    • Permissions (total granularity in terms of folders or specific files)

    To know more about filedepot and its usage please check the attached document or watch the following video:

     

    The filedepot is Document Managment Solution (DMS) for easily managing and sharing files in CMS.

    Filedepot is an alternative to the current libraries in their respective spaces in CMS.

    Ask us to deploy Filedepot for you if:

    • You have multiple folders and or multiple files in your current library
    • You need to download several documents or folders at once
    • You need finer granularity in terms of permissions
    • You want extra features like searching, favorites, unread documents, etc.

    When it is not necessary to use Filedepot:

    • Your library is very small
    • Your users just need to download one document here and there.

    Main Characteristics of Filedepot

    • Search Engine
    • Multiple uploads and downloads
    • Tagging
    • Locking files
    • Version control
    • Notifications, reporting
    • Permissions (total granularity in terms of folders or specific files)

    To know more about filedepot and its usage please check the attached document or watch the following video:

     

    Read more

March 26, 2018

  • 1:21pm
    [CMS Help] [] Máté Bak created COBRA in RNE DMS (Alfresco) Monday, March 26Máté Bak created COBRA in RNE DMS (Alfresco)  IntroductionThe aim of this document is to provide a short guide about the features of RNE's Document Management System (DMS). Please find here a basic description of the features, such as changing a password, create a folder or a new file, lock/unlock files for offline editing.Login, Dashboard, administrationLoginThe URL of DMS is https://rnedms.railneteurope.info where you can log in with your username and password that you received from RNE.If you forgot your password or username or you would like to receive a new one, please contact the PCS Support (support.pcs@rne.eu).DashboardThe dashboard is your default opening screen. Here you can see your and the others' activities and you can navigate to the shared folders or to your personal settings.If you like to change the opening screen to another, e.g. COBRA folder structure, please do the following actions:Go to the page that you would like to have as your homeClick on your name in the top right corner of the screenUnder the "Home page" option, click "Use Current Page" optionAdministrationYou received your default password from RNE, but if you like to change it, please go to your personal settings that is located under your name in the top right corner of the screen.There you can select the change password option that leads you to the following page, where you can change your old password with a new one.Working with filesCOBRA folderInside the Shared folders, you can find the COBRA folder that has all the other folders from CMS (and formerly from Project Place).If you click on the folder or the name, you can open it and see the whole folder structure behind. With the create option you add new folders. Adding new files is possible via the "Upload" or you can simply drag & drop your file from the computer to the folder in the browser.Open a fileIf you are in a folder and you found the file you like to work with, you have several options. Before opening it for the details it looks like the following picture.What kind of options do you have?Download: it won't lock the file, you can do it anytime if you need the file.View in browser: if you don't want to download or edit the file, just want to know what is in the file, you can open it in the browserEdit properties: without downloading or editing the file itself, you can change with this the name of the file and you can also add a description to the fileEdit offline: with this, you will download the file and the system will lock automatically the file for the others. The system shows this information to the other users in the details view and also in the list of files. Locked files can be still opened for view in the browser or downloaded.Information to the editor in details view:Information to the editor in list view:Information to other users about the editing:There are two ways to unlock a file:Upload new versionCancel editingWhen the editor finished the work, a new version could be uploaded.After selecting the action, the system will ask about the size of the change. The versioning of the document depends on this, because the system versions the files automatically.The other option is the cancellation of editing. It can be done by the editor, or if a file is being edited and locked for a long time, coordinator users and administrators can also unlock the files.PermissionsThere are three different groups that have access to COBRA. Permissions are managed based on these three groups. Please find here the basic description for them:COBRA administrators: Máté Bak and Jorge Campo from RNE has administrator rights to delete/lock/unlock/edit any file and also to user administrationCOBRA "power" users: couple selected users that are in close cooperation with RNE's administrators have also special access and they can also delete/lock/unlock/edit any file in the systemCOBRA "general" users: all other users are able to add new files, edit anything offline that is not locked by someone else, upload new versionMáté Bak created COBRA in RNE DMS (Alfresco)

    [CMS Help] [] Máté Bak created COBRA in RNE DMS (Alfresco)

    Monday, March 26

    Máté Bak created COBRA in RNE DMS (Alfresco)

     

    Introduction

    The aim of this document is to provide a short guide about the features of RNE's Document Management System (DMS). Please find here a basic description of the features, such as changing a password, create a folder or a new file, lock/unlock files for offline editing.

    Login, Dashboard, administration

    Login

    The URL of DMS is https://rnedms.railneteurope.info where you can log in with your username and password that you received from RNE.

    If you forgot your password or username or you would like to receive a new one, please contact the PCS Support (support.pcs@rne.eu).

    Dashboard

    The dashboard is your default opening screen. Here you can see your and the others' activities and you can navigate to the shared folders or to your personal settings.

    If you like to change the opening screen to another, e.g. COBRA folder structure, please do the following actions:

    • Go to the page that you would like to have as your home
    • Click on your name in the top right corner of the screen
    • Under the "Home page" option, click "Use Current Page" option

    Administration

    You received your default password from RNE, but if you like to change it, please go to your personal settings that is located under your name in the top right corner of the screen.

    There you can select the change password option that leads you to the following page, where you can change your old password with a new one.

    Working with files

    COBRA folder

    Inside the Shared folders, you can...

    Read more