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 |
Screen Name: #1: My Events - Microsoft Internet Explorer |
Step: Click ID "Hot Area" User Prompt: Anchor Mick Mouse from this page by clicking on his ID.
|
Screen Name: #2: People Demographics - Microsoft Internet Explorer |
Step: Click 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
|
Screen Name: #1: My Events - Microsoft Internet Explorer |
Step: Click People "Hot Area" 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" User Prompt: Click on Mick Mouse's ID to anchor him.
|
Screen Name: #3: People Demographics - Microsoft Internet Explorer |
Step: Click 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
|
Screen Name: #1: My Events - Microsoft Internet Explorer |
Step: Click Search "Hot Area" 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" User Prompt: Click the SEARCH button to perform the search. |
Screen Name: #5: Search Results - Microsoft Internet Explorer |
Step: Click ID "Hot Area" User Prompt: Anchor Mick Mouse by clicking on his ID. |
Screen Name: #6: People Demographics - Microsoft Internet Explorer |
Step: Click 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 |
Screen Name: #6: People Demographics - Microsoft Internet Explorer |
Step: Click People "Hot Area" User Prompt: Clear the anchor point by clicking PEOPLE in the EIS Menu. |
Screen Name: #2: People List - Microsoft Internet Explorer |
Step: Click 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 |
Screen Name: The End |
Summary: Now you know how to successfully anchor a person, clear an anchor point, and change an anchor point. |
