AIMS Axcelasia Integrated Management System

Transcription

1 AIMS Axcelasia Integrated Management System Axcelasia Softnex Sdn Bhd AIMS.Net 1

2 Contents... Error! Bookmark not defined. System Requirement... 3 System Login... 4 Leave Application Management Module... 5 To load Leave record... 6 To add a Leave Record... 7 To edit Leave Record... 8 To delete Leave Record... 8 To choose Approver(s) and Submit Leave Record... 9 Timesheet Management Module To load Timesheet record To add a Timesheet record To edit Timesheet record To delete Timesheet record Claim Management Module To load Claim record To add a Claim record To edit Claim record To delete Claim record Billing Management Module To load Billing record To add a Billing record To edit Billing record To delete Billing record Axcelasia Softnex Sdn Bhd AIMS.Net 2

3 System Requirement Minimum Intel-based processor PC: Core i3 Operating System: Windows XP RAM: 8GB Web browser: Mozilla Firefox version 45 or above Google Chrome version 50 or above (Best) Adobe Flash version At least 1mbps internet connection speed Recommended Intel-based processor PC: Core i5 or above Operating System: Windows 7 or above RAM: 16GB or above Web browser: Latest updated Mozilla Firefox version Latest updated Google Chrome version (Best) Latest updated Adobe Flash version At least 5mbps internet connection speed Axcelasia Softnex Sdn Bhd AIMS.Net 3

4 System Login Type AIMS URL ( in your web browser. The login page will be displayed as shown in Figure 1.0 Enter Username and Password Click Login button. Figure 1.1 will appear in your browser. Figure 1.0: Login window Figure 1.1: Default page window Axcelasia Softnex Sdn Bhd AIMS.Net 4

5 Leave Application Management Module Select Leave Application from the Module dropdown list and on the menu bar choose appropriate Profile click Leave Application. Figure 2.0 will appear in your browser. To delete record Label Mode To add new record To save/ update record To revoke the action Figure 2.0: Leave Application main form Axcelasia Softnex Sdn Bhd AIMS.Net 5

6 To load Leave record Click on the row of information in the list for the detail to be loaded. Scroll up-down for more area of parameters. Proceed to click on the entry shown in figure 2.1. Figure 2.1: Details of Leave Record Axcelasia Softnex Sdn Bhd AIMS.Net 6

7 To add a Leave Record Click on Add button to add a Leave Record as shown in figure 2.2. Click update button to save the newly added record. Figure 2.2: To add a new Leave Record When you are in the add mode, you can begin to fill in the information. Click on the Update button to save the record. Field Type of Leave Date Applied: From To No of day(s) applied Date Returning to Work Leave Span Emergency Leave? Reason(s) for Leave Description Type of leave the you wish to take Start date for leave taken End date for leave taken Total number of day for leave taken (will be automatically calculated) Date you ll be back to work Full day leave or Half dad Either your leave counts as emergency or not (automatically selected and will be based on the date taken: a leave record will be counted as emergency when it is applied less than 14 days from the date taken) Reason for taking the leave (compulsory) Axcelasia Softnex Sdn Bhd AIMS.Net 7

8 To edit Leave Record Once you have selected the Leave Record from the row of information as illustrated at figure 2.3, you can begin to modify the record. Once completed, click on the Update button to update the record. Click on update button to save edited record. Figure 2.3: Click on row of information to select the record To delete record Click on the row of the information in the list for the detail that you want to delete. Click on the Delete button to delete the record. A confirmation window will pop up and then click on Ok button to continue. Figure 2.4: Click on OK to complete the deletion Axcelasia Softnex Sdn Bhd AIMS.Net 8

9 To choose Approver(s) and Submit Leave Record Click on the Select link in the list for the detail of the leave record you. Then, click on the Approver button. Click Approver button Figure 2.5: To choose Approver(s) and Submit Leave Record Axcelasia Softnex Sdn Bhd AIMS.Net 9

10 A window will pop out as per shown in Figure 2.6. Dropdown list for Approver s name Submit for Approval button Save All Approver button Figure 2.6: To choose Approver(s) and Submit Leave Record Choose the Approver(s) name from the dropdown list and click the Save All Approver button. To submit the Leave Record for approval, click the Submit for Approval button. Axcelasia Softnex Sdn Bhd AIMS.Net 10

11 Timesheet Management Module Select Timesheet from the Module dropdown list and on the menu bar choose appropriate Profile click Timesheet. Figure 3.0 will appear in your browser. To add new record To select Approver Label Mode To add new week To save/ update record Figure 3.0: Timesheet main form Axcelasia Softnex Sdn Bhd AIMS.Net 11

12 To load Timesheet record Select the Year and Week No., then click on Load Details button as per shown in figure 3.1. Figure 3.1: Details of likelihood parameters Axcelasia Softnex Sdn Bhd AIMS.Net 12

13 To add a Timesheet record First, click on the Add New Week button. If it is a new entry for the year, a pop out window will appear as shown in figure 3.2. Select the Week No. from the list and click on the Generate Timesheet ID button to add new week. Click Generate Timesheet ID button Figure 3.2: To add a new Timesheet record If there is an existing entry, a pop out window will appear as shown in figure 3.3. Click on the Generate Timesheet ID button to add new week. Click Generate Timesheet ID button Figure 3.2: To add a new Timesheet record Axcelasia Softnex Sdn Bhd AIMS.Net 13

14 To add daily Timesheet Record, click on the field as shown in Figure 3.3. Select the appropriate details and click on the next field besides it. Figure 3.2: To add a new daily Timesheet record When you are done selecting the appropriate details, press Enter button on your keyboard and click on the Update button to save the record. Axcelasia Softnex Sdn Bhd AIMS.Net 14

15 Field Description Task Type Client Name Project Code Day 1 Day 2 Day 3 Day 4 Day 5 Day 6 Day 7 Total Type of task: C for Chargeable, NC for Non-Chargeable Name of the client you are working on Name of the project you are working on Number of hours for Day 1 of the week Number of hours for Day 2 of the week Number of hours for Day 3 of the week Number of hours for Day 4 of the week Number of hours for Day 5 of the week Number of hours for Day 6 of the week Number of hours for Day 7 of the week Total number of hours (automatically calculated) Axcelasia Softnex Sdn Bhd AIMS.Net 15

16 To edit Timesheet record Select the record from the row of information. Once you have selected the Timesheet record from the row of information as illustrated at figure 3.3, you can begin to modify the record by clicking on each field. Once completed, click on the Update button to update the record. Click on update button to save edited record. Figure 3.3: Click on row of information to select the record Axcelasia Softnex Sdn Bhd AIMS.Net 16

17 To delete record Click on the row of the information in the list for the detail that you want to delete. Press the Delete button on your keyboard and the record should be as per shown in Figure 3.4. Click the Update button to complete the deletion. Figure 3.4: Click on Update to complete the deletion Axcelasia Softnex Sdn Bhd AIMS.Net 17

18 Claim Management Module Select Claim from the Module dropdown list and on the menu bar choose appropriate Profile click Claim Form. Figure 4.0 will appear in your browser. To add new record To select Approver Label Mode To add new week To save/ update record Figure 4.0: Timesheet main form Axcelasia Softnex Sdn Bhd AIMS.Net 18

19 To load Claim record Select the Claim ID, Month, and Year, then click on Load Details button as per shown in figure 4.1. Figure 4.1: Details of likelihood parameters Axcelasia Softnex Sdn Bhd AIMS.Net 19

20 To add a Claim record First, click on the Add New Claim button. A pop out window will appear as shown in figure 4.2. Select the Month and Year from the dropdown list and click on the Generate ID button to add new claim. Click Generate ID button Figure 4.2: To add a new Claim record After adding New Claim and Claim ID generated, to add the details Claim Record, click on the field as shown in Figure 4.3. Select the appropriate details and click on the next field besides it. Figure 4.3: To add a new detailed Claim record Axcelasia Softnex Sdn Bhd AIMS.Net 20

21 When you are done selecting the appropriate details, press Enter button on your keyboard and click on the Update button to save the record. Field Description Claim Type Client Name Project Name Claim Date Description Sub-Total/Mileage GST/Rate Total Tax Code Type of Claim: C for Chargeable, NC for Non-Chargeable Name of the client the claim s for Name of the project the claim s for Description of the claim Date for the claim Detailed/Additional description of the claim Total for the claim OR the mileage for the claim GST charged for the claim OR the mileage rate for the claim Total amount of the claim (Automatically calculated) Tax code for the claim Axcelasia Softnex Sdn Bhd AIMS.Net 21

22 To edit Claim record Select the record from the row of information. Once you have selected the Claim record from the row of information as illustrated at figure 4.4, you can begin to modify the record by clicking on each field. Once completed, click on the Update button to update the record. Click on update button to save edited record. Figure 4.4: Click on row of information to select the record Axcelasia Softnex Sdn Bhd AIMS.Net 22

23 To delete Claim record Click on the row of the information in the list for the detail that you want to delete. Press the Delete button on your keyboard and the record should be as per shown in Figure 4.5. Click the Update button to complete the deletion. Figure 4.5: Click on Update to complete the deletion Axcelasia Softnex Sdn Bhd AIMS.Net 23

24 Billing Management Module Select Billing from the Module dropdown list and on the menu bar choose appropriate Profile click Billing Form. Figure 5.0 will appear in your browser. To add new record To select Approver Label Mode To add new week To save/ update record Figure 5.0: Billing main form Axcelasia Softnex Sdn Bhd AIMS.Net 24

25 To load Billing record Select the Company, Billing ID, Month, and Year., then click on Load Details button as per shown in figure 5.1. Figure 5.1: Billing main form Axcelasia Softnex Sdn Bhd AIMS.Net 25

26 To add a Billing record First, click on the Add New Billing button. If it is a new entry for the year, a pop out window will appear as shown in figure 5.2. Select the Week No. from the list and click on the Generate ID button to add new week. Click Generate ID button Figure 5.2: To add a new Billing record To add detailed Billing Record, click on the field as shown in Figure 5.3. Select the appropriate details and click on the next field besides it. Figure 5.3: To add a new daily Billing record Axcelasia Softnex Sdn Bhd AIMS.Net 26

27 When you are done selecting the appropriate details, press Enter button on your keyboard and click on the Update button to save the record. Field Payment Milestone/Description Sub-Total GST / Rate Total Description Billing description or milestone for the client Amount billed GST rate for the amount billed Total amount billed (Automatically calculated) Axcelasia Softnex Sdn Bhd AIMS.Net 27

28 To edit Billing record Select the record from the row of information. Once you have selected the Billing record from the row of information as illustrated at figure 5.4, you can begin to modify the record by clicking on each field. Once completed, click on the Update button to update the record. Click on update button to save edited record. Figure 5.4: Click on row of information to select the record Axcelasia Softnex Sdn Bhd AIMS.Net 28

29 To delete Billing record Click on the row of the information in the list for the detail that you want to delete. Press the Delete button on your keyboard and the record should be as per shown in Figure 5.5. Click the Update button to complete the deletion. Figure 5.5: Click on Update to complete the deletion Axcelasia Softnex Sdn Bhd AIMS.Net 29