MySQL and an Admin Tool (e.g., phpMyAdmin) needs to be installed on a server. See also the tips for installation (German)
Please contact your IT service to clarify how to operate the database safely.
The provided MySQL/Maria database needs to be imported into the installed MySQL and the provided *.zip archive needs to be copied and unzipped in the respective host folder.
Navigation - General functions
As a user, you can also use the navigation buttons from your browser. There might be the request to 'resubmit the form', which you need to accept.
As an admin, that would not be recommended as resubmitting a form might lead to an error.
Cancel / Back
On top of each page a navigation button to previous page can be found:
Back
It cancels all changes done on that respective page.
Edit a row
In some of the views, the content is editable. You can find a blue underlined text in the column 'Edit':
Edit
After clicking on the link, a new view will open, where the details can be changed.
After changing, the button
needs to be pressed to save the changes in the database.
Upload / Download Files
In some of the views, files can be uploaded. You can find a blue underlined text in the column 'Upload / Download':
Upload
An uploaded file will get a revision number as extension of the filename.
If a file is already uploaded with the same name, it will get new revision number as extension of the filename.
In some of the views, files can be downloaded. You can find a blue underlined text in the column 'Upload / Download':
Download
A menu will pop up, where the file to download can be selected. The file will be downloaded to the download folder on your computer, which is same as the standard folder used by your browser.
Insert a row
In some of the views (e.g. when a list of projects is displayed), a row can be added to a table (e.g. to add a new project). You can find a button most probably at the bottom of a table, which needs to be pressed to insert a row in the database.
Main Navigation Menu at the bottom of each webpage
At the bottom of each page a navigation menu be found:
Startpage will you guide every time back to the main page.
Logout will delete the temporary Session File. It is not required to log out, as the temporary Session File will be also automatically deleted, when closing the webbrowser.
Contact is an optional page
Impressum is a legal requirement in Germany, when the webside is used in the www. It is not required when you use it in your internal network or via VPN.
Login
The database is accessed via WebBrowser, the interface is displayed below:
At the bottom of each page a navigation menu be found:
Startpage will you guide every time back to the main page.
Logout will delete the temporary Session File, which will be also automatically deleted, when closing the webbrowser.
Contact is an optional page
Impressum is a legal requirement in Germany, when the webside is used in the www. It is not required when you use it in your internal network or via VPN.
User profiles
There are three different kind of user profiles defined:
Admin
User
Manager
Different views will be displayed according the assigned profile.
Profile 'Admin'
The admin can
create, update or delete a user.
After login, the main menu is shown with the options for the respective profile.
Main menu option 'Create, update or disable user'
After pressing the button 'View', a table is shown with all user.
To reset the Password, press 'Reset'. The password is than reset to the standard password.
After pressing the button 'Edit', the respective user can be updated.
Profile 'User'
Function 'Leader'
The user can
create a new Action Plan, where he will be assigned as leader
update the Action Plan(s), where he is the assigned leader and
close (finalize) his Action Plan(s).
The respective menus are shown below:
At the menu "Update Action Plan as Leader": When selecting an Action Plan ID and pressing "open", the respective Action Plan will open:
To update a row, press "Edit" and the updates can be done in below form:
The leader can change all items in the Action Plan.
Function 'Member'
The user can
see Action items, where he is responsible and
update parts of the Action Plan.
To access the Actions, where the user is responsible, the menu "Update Action Plan as Member" is used:
After pressing "Review", the action items, where the user is responsible will be shown:
The member is able to edit and change only the columns "Outcome", "Open Activity", "Status Proposal" and "Notes" in the Action Plan.
Function 'Champion'
All user can be a champion of a project, when they are assigned by the leader.
The champion is the person, who show provide can support and guidance to the actions, when the team cannot solve it themself.
In a hierachical organisation, it can be the superior manager, in a project organisation it can be the project leader,
but it can be in theory anyone who is able and willing to support.
The user can see
see Action items, where he is responsible as champion.
After pressing "Review", the Action Plan(s), where the user is responsible as champion will be shown:
After pressing the respective number in the column "Action Plan ID", the Action Plan shows up:
The champion is not able to edit and change the Action Plan.
