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Simulation Documentation

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

Scenario: In this lesson, you will learn about 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.

Screen Name: First Way

Step: Click Continue Continue
Screen Name: #1: My Events - Microsoft Internet Explorer

Step: Click ID "Hot Area" ID
User Prompt: If you want to anchor a person that is in your My Clients list on the My Events page, simply click on their 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.
Screen Name: Second Way

Step: Click Continue Continue
Screen Name: #1: My Events - Microsoft Internet Explorer

Step: Click People "Hot Area" People
User Prompt: If you want to anchor a person who is in your client list, but is not part of your My Clients list on the My Events page, you need to view your People List page. Click PEOPLE in the EIS Menu to get there.
Screen Name: #2: People List - Microsoft Internet Explorer

Step: Click ID "Hot Area" ID
User Prompt: Now click on the ID for the person you want to anchor (Mick Mouse).
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.
Screen Name: Third Way

Step: Click Continue Continue
Screen Name: #1: My Events - Microsoft Internet Explorer

Step: Click Search "Hot Area" Search
User Prompt: If you're not sure if you have access to a person, and you'd rather search for them instead of using your People List, click on SEARCH in the EIS Menu to perform a search.
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: To search for a person with the last name Mouse, select "Last Name" from PROPERTY, then Select "Contains" from CONDITION, then type "mouse" into VALUE, then click the ADD button.
Screen Name: #4: Search - Microsoft Internet Explorer

Step: Click Search "Hot Area" Search
User Prompt: Click SEARCH to search for the person.
Screen Name: #5: Search Results - Microsoft Internet Explorer

Step: Click ID "Hot Area" ID
User Prompt: Now click on the person's ID from the Search Results page (Mick Mouse).
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: To clear the anchor point, simply click on 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.