CBT's Training - Text Only Simulation

Simulation Documentation

Simulation Name: Anchoring a Person in EIS
Simulation Mode: Show me

Scenario: In this lesson, you will learn the very important concept of Anchoring a Person. To anchor a person in EIS means that your navigation through the system will be tied directly to that person. For an example, if you anchor on Mickey Mouse and then go to the Notes List, you'll only see Mickey's notes. If you then click on Plans, you'll only see Mickey's plans. Anchoring allows you to filter EIS material to only one person at a time and therefore, navigate more easily. There are three methods to anchor a person and they will be covered in this lesson.

 

First Way

Step: Click Continue Continue

Screen Name: #1: My Events - Microsoft Internet Explorer

Step: Click ID "Hot Area" ID

User Prompt: Anchor Mick Mouse from this page by clicking on his ID.

 

Screen Name: #2: People Demographics - Microsoft Internet Explorer

Step: Click Continue Continue

User Prompt: The person is now anchored and navigation through EIS will be connected to the person. Notice their name appears in the Header. Click the button to continue.

 

Second Way

Step: Click Continue Continue

 

Screen Name: #1: My Events - Microsoft Internet Explorer

Step: Click People "Hot Area" People

User Prompt: You'd like to view your listing of people to anchor a person. Click PEOPLE in the EIS Menu.

Step: Click ID "Hot Area" ID

User Prompt: Click on Mick Mouse's ID to anchor him.

 

Screen Name: #3: People Demographics - Microsoft Internet Explorer

Step: Click Continue Continue

User Prompt: The person is now anchored and navigation through EIS will be connected to the person. Notice their name appears in the Header. Click the button to continue.

 

Third Way

Step: Click Continue Continue

 

Screen Name: #1: My Events - Microsoft Internet Explorer

Step: Click Search "Hot Area" Search

User Prompt: Click SEARCH to perform a search to find the person to anchor.

Screen Name: #2: Search - Microsoft Internet Explorer

Step 1: Select Last Name from the [list box name] list box.

Step 2: Select CONTAINS from the Condition drop-down list.

Step 3: Type mouse in the Value field.

Step 4: Click Add "Hot Area" Add

User Prompt: Click the SEARCH button to perform the search.

Screen Name: #5: Search Results - Microsoft Internet Explorer

Step: Click ID "Hot Area" ID

User Prompt: Anchor Mick Mouse by clicking on his ID.

Screen Name: #6: People Demographics - Microsoft Internet Explorer

Step: Click Continue Continue

User Prompt: The person is now anchored and navigation through EIS will be connected to the person. Notice their name appears in the Header. Click the button to continue.

Screen Name: Clearing the Anchor Point

Step: Click Continue Continue

Screen Name: #6: People Demographics - Microsoft Internet Explorer

Step: Click People "Hot Area" People

User Prompt: Clear the anchor point by clicking PEOPLE in the EIS Menu.

Screen Name: #2: People List - Microsoft Internet Explorer

Step: Click Continue Continue

User Prompt: The anchor point in now cleared. Notice their name no longer appears in the Header. Click the button to continue.

Screen Name: Changing the Anchor Point

Step: Click Continue Continue

Screen Name: The End

Summary: Now you know how to successfully anchor a person, clear an anchor point, and change an anchor point.