EPMS Quick User Guide -

How to Submit and Re-submit Site Documents

V1.0
CONTENTS

1. Find and Forward Task

2. Find and Claim the Document Task
3. Upload Document and Submit the Task
4. Resubmit Dcument after Document is Rejected
5. Batch Download Latest Version Documents
6. View History Documents
1. Find and Forward Task step2 type site name, then
click button “search”

step1 click menu “My Desk”,

then Menu “MyTask”
step4 click button “forward”

step3 select the task which

you want to forward

step5 click here to select

person who will take task

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2. Find and Claim the Document Task

1. Find the document tasks related with your team from the path: My Desk - My Team Task
2. Use Shift/Ctrl key of your PC to choose one more multiple tasks, and then click Claim to claim the tasks to
your own task list
ü If you can't find document tasks from My Team Task list to upload documents you've finished, it might be because ZTE hasn't assigned
the tasks to your team. In this case, send an email to ZTE document Owner, ZTE Outsourcing Manager (li.da1@zte.com.cn), EPMS
manager (huang.peixian@zte.com.cn), and Documentation Manger(yang.lingling10@zte.com.cn) to report the issue with detailed
information: site name, site code and document name you want to upload.

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3. Upload Document and Submit the Task - 1

1. Find your own document tasks from the path: My Desk - My Task
2. Choose Inprogress Tasks + Delayed Tasks in Filter, and click the document task of target site, and then click UploadDoc in
Document tab to upload required documents
3. Choose the task, and click “Submit” to finish the task
ü Naming Rule and Extension: the document name and extention must comply with the Name Rule predefined in system, otherwise
you will fail to upload documents. If click Name Rule twice(yellow part),you could copy it and name the uploading document
following the Doc name requirement (for example: change “Vx.x” to “V1.0”)
ü Submit Option: “Mandatory” means this document must be uploaded; “Optional” means in some cases this document is not
required according to the site situation. Only after all mandatory documents are uploaded, you can successfully submit the task.
ü Background Color of Doc: yellow background means no document is uploaded yet, otherwise the background will be white.
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3. Upload Document and Submit the Task - 2

ü When you click UpdateDoc to upload document, if there is no document selection dialog box poped up, and you can't choose a
document from you PC, it is because your brower bolcked the Flash. The solution is shown as guide above:
1) Click informtation icon in left of the address area 2) Choose Allow Flash from the drop-down list
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4. Resubmit Dcument after Document is Rejected - I
-1

1. Find the ZTE rejected document task from the path: My Desk - My Approval - Workflow Approval
2. Choose the rejected document task (with a name of XXX resubmit by Subcontractor), and click “View” to open the
task and check the details
ü Workflow Approval: all document task submitted by subcontractor will be checked by ZTE, and if they think the documnet is not ok, they
will reject the document with comments or attachments. In this case, subcontractor will be able to my rejected tasks in “My Desk - My
Approval - Workflow Approval” page.
ü You can also use filter text box, Quick Search or AdvancedSearch funciton to search out the task of target site.
ü Once you re-upload documents and re-submit task, you can find the handled tasks from Handled list of the Filter.
ü Workflow Task Activated Date: means when you received this approval task
ü Workflow Task Plan End Date: means when you shall finish this approval task (=Workflow Task Activated Date + 3 (Node Duration Days) )
ü Workflow Task Act End Date: means when you actually finish handling this task
ü Workflow Task Process Count: means this is which times you have received this task (1 means the 1st time, 2 means the 2nd time)
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4. Resubmit Dcument after Document is Rejected - II

3. Click the document row in the Document tab, and check the Approval History of the document.
4. Find the recent/latest comments from appover, and revise documents according approver's comments
5. Choose document and click Update to upload your revised document
ü Attachment tab: sometimes the approver may upload an attachment with their remarks for your reference. In this case, you can find
the attachment from Attachment tab and download.
ü Approve History tab: You can find approval history of current workflow from this tab.
ü Once you upload documents and re-submit task, this task will be moved to Handled list of the Filter.
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5. Batch Download Latest Version Documents
ü You will only
be able to
view and
download the
documents
you have
permissions

1. Find site documents from the path: Document - Documents - Site Documents - Site Document Library
2. Use filter text box or “AdvancedSearch” button to find out the target documents
3. Use the Shift/Ctrl key in yourPC and select target documents from the list, then click DownloadSelected to download
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6. View History Documents

1. Find site documents from the path: Document - Documents - Site Documents - Site Document Library
2. Click the target document, and click the Arrow in the right-bottom corner in the page to expand the details
3. Click HisotryVersion tab and find the history documents if there is one. Donwlod is also supported
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Thank you