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Business Management System (BMS) 際際滷s

Larry Saytee
Larry Saytee

The Business Management System (BMS) is a central portal for managing documents through various stages of approval. It allows users to upload, search, and share documents. Documents can be filtered by properties and status, which includes draft, pending, approved, and rejected. The document approval workflow involves authors publishing major versions to change the status to pending. Approvers are then notified to approve or reject documents via email.

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BMS Business Management System http://myredportal.com/bms Central location for all; Draft, Pending, Approved, Rejected documents
BMS Functions and Features
http://myredportal.com This is the portal landing page.
Click Business Management System Click the Business Management System tile to access it.
BMS > Home Links You are now on the BMS landing page Click the image or the heading to return back to the landing page, e.g. if you change views.
Use Key Filters Drop down selectors to filter documents by its properties. BMS > Key Filters > Drop Down Fields You are now on the BMS landing page
BMS > Tiles > Internal and External Links You are now on the BMS landing page These are Tiles links. Proposals Library and Video Library are external document libraries.
BMS > Documents Panel (Drag and Drop) You are now on the BMS landing page You can Drap and Drop files from your PC or Laptop.
BMS > Documents Panel > Expanded Drap and Drop has an extra step where youll need to edit the properties of the document the Check In.
BMS > Documents Panel > Search Box Type in the Search box and search Documents by properties, e.g. Department.
BMS > Documents Panel > Views Menu Use this menu to change views that you have permission access.
BMS > Contextual Menu Use this menu to Create a New File Upload a New File Sync files to your local computer as well as Share files.
BMS > Documents Panel > New > Document Document to create a document. Set of Documents for a container of documents. etc.
BMS > Documents Panel > Upload > Add a Document Here youll find custom web parts, as listed above. Ive created some using HTML and jQuery. You browse to your local computer and choose a file and Click OK. Youll get a notification email when the file is added.
BMS > Documents Panel > Add > Document Properties Complete the properties and Click Check In. If you create Set of the Documents, you can drag and drop documents to inherit the properties.
BMS > Documents Panel > Document in Draft The default Approval Status is always Draft. Youll have to Publish a Major Version.
BMS > Documents Panel >Advanced > Publish As the Owner you Publish a Major Version; > 1st ellipses, > 2nd ellipses > Advanced > Publish a Major Version
BMS > Documents Panel > Publish > Window You may or may not type something in the comments box. Youll get a notification email when the file Approval Status is Pending.
BMS > Documents Panel > Document in Pending You will be notified via email. Now your document is Pending. You wait for your selected Approver to APPROVE or REJECT the document.
BMS > Documents Panel > Document in Pending Now you wait for your selected Approver to APPROVE or REJECT the document. You will be notified via email. You will be notified via email. The Approver you APPROVE or REJECT the document on the document; > 1st ellipses, > 2nd ellipses > Advanced > Approve/Reject
B.M.S. Business Management System Site Location and Support BMS: http://myredportal.com/bms Portal: http://myredportal.com Support: RedTechnologySupport@redsapsolutions.com

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Business Management System (BMS) 際際滷s

  • 1. BMS Business Management System http://myredportal.com/bms Central location for all; Draft, Pending, Approved, Rejected documents
  • 3. http://myredportal.com This is the portal landing page.
  • 4. Click Business Management System Click the Business Management System tile to access it.
  • 5. BMS > Home Links You are now on the BMS landing page Click the image or the heading to return back to the landing page, e.g. if you change views.
  • 6. Use Key Filters Drop down selectors to filter documents by its properties. BMS > Key Filters > Drop Down Fields You are now on the BMS landing page
  • 7. BMS > Tiles > Internal and External Links You are now on the BMS landing page These are Tiles links. Proposals Library and Video Library are external document libraries.
  • 8. BMS > Documents Panel (Drag and Drop) You are now on the BMS landing page You can Drap and Drop files from your PC or Laptop.
  • 9. BMS > Documents Panel > Expanded Drap and Drop has an extra step where youll need to edit the properties of the document the Check In.
  • 10. BMS > Documents Panel > Search Box Type in the Search box and search Documents by properties, e.g. Department.
  • 11. BMS > Documents Panel > Views Menu Use this menu to change views that you have permission access.
  • 12. BMS > Contextual Menu Use this menu to Create a New File Upload a New File Sync files to your local computer as well as Share files.
  • 13. BMS > Documents Panel > New > Document Document to create a document. Set of Documents for a container of documents. etc.
  • 14. BMS > Documents Panel > Upload > Add a Document Here youll find custom web parts, as listed above. Ive created some using HTML and jQuery. You browse to your local computer and choose a file and Click OK. Youll get a notification email when the file is added.
  • 15. BMS > Documents Panel > Add > Document Properties Complete the properties and Click Check In. If you create Set of the Documents, you can drag and drop documents to inherit the properties.
  • 16. BMS > Documents Panel > Document in Draft The default Approval Status is always Draft. Youll have to Publish a Major Version.
  • 17. BMS > Documents Panel >Advanced > Publish As the Owner you Publish a Major Version; > 1st ellipses, > 2nd ellipses > Advanced > Publish a Major Version
  • 18. BMS > Documents Panel > Publish > Window You may or may not type something in the comments box. Youll get a notification email when the file Approval Status is Pending.
  • 19. BMS > Documents Panel > Document in Pending You will be notified via email. Now your document is Pending. You wait for your selected Approver to APPROVE or REJECT the document.
  • 20. BMS > Documents Panel > Document in Pending Now you wait for your selected Approver to APPROVE or REJECT the document. You will be notified via email. You will be notified via email. The Approver you APPROVE or REJECT the document on the document; > 1st ellipses, > 2nd ellipses > Advanced > Approve/Reject
  • 21. B.M.S. Business Management System Site Location and Support BMS: http://myredportal.com/bms Portal: http://myredportal.com Support: RedTechnologySupport@redsapsolutions.com

Editor's Notes

  • #22: In 際際滷 Show mode, click the arrow to enter the PowerPoint Getting Started Center.