EDMS PLATFORM

[DOCUMENT CONTROL MANAGEMENT]

TABLE CONTENTS
• DOCUMENT SUBMISSION PLATFORM (STEPS TO SUBMIT THE FORM)
• STEPS TO TRACK ON THE RECORDS (MYTASK AND EMAIL)
• STEPS TO APPROVE/REJECT THE DOCUMENT SUBMISSION
• STEPS TO CHECK ON THE DOCUMENT TRACKING
• CHECKING STATUS BY USING CHART
DOCUMENT SUBMISSION PLATFORM
(STEPS TO SUBMIT THE FORM)

EDMS PLATFORM
[DOCUMENT CONTROL MANAGEMENT]
STEP 1: GO TO DOCUMENT SUBMISSION
PLATFORM SECTION IN HOMEPAGE

1
STEP 2: CLICK ON NEW DOCUMENT
SUBMISSION

2
STEP 3: DOCUMENT CONTROL MANAGEMENT
SECTION APPEAR

3
STEP 4: ENTER ALL THE DETAILS FOR THE
PARTICULAR DOCUMENT(S) AND CLICK SAVE
DOCUMENTS

4
STEP 5: ATTACH THE FILE(S) INTO THAT
PARTICULAR DOCUMENT(S) AND CLICK ADD

5 5
STEP 6: AFTER THE FILE ATTACHED, CLICK
SUBMIT REQUEST

6
STEP 7: CLICK REQUEST STATUS AT THE TOP AND THE
DOCUMENT SUCCESSFULLY CREATED WITH THE
ATTACHED FILE. THE CURRENT STATUS WILL BE
SHOWED AFTER IT HAS APPROVED OR REJECTED

7
STEP 8: YOU CAN CLICK ON IT TO REVIEW THE
CONTENTS OF THE DOCUMENT

8
STEP 8: YOU CAN CLICK ON IT TO REVIEW
THE CONTENTS OF THE DOCUMENT (CONT..)

8
STEP 9: AFTER SUBMIT REQUEST, YOU WILL GET
EMAIL (OUTLOOK) ON THE DOCUMENT
SUBMISSION
9
STEP 9: AFTER SUBMIT REQUEST, YOU WILL GET
EMAIL (OUTLOOK) ON THE DOCUMENT
SUBMISSION (CONT..)
9
STEP 10: GO TO MYTASK TO CHECK ON THE
SUBMITTED DOCUMENT

1
0
STEP 11: ALL THE CURRENT STATUS OF THE
DOCUMENT WILL BE SHOWED

1
1
STEPS TO TRACK STATUS ON THE RECORDS
(EMAIL AND MYTASK)

EDMS PLATFORM FOR BPLRT R801

[DOCUMENT CONTROL MANAGEMENT]
STEP 1: GO TO EMAIL TO CHECK ON THE
DOCUMENT(S) STATUS

1
STEP 1: GO TO EMAIL TO CHECK ON THE
DOCUMENT(S) STATUS (CONT..)

Remarks:
1 All the details and
status of the document
submission will be
send to the email
(Submitted/Approved/
Rejected)
STEP 2: GO TO MYTASK IN THE DOCUMENT
SUBMISSION PLATFORM NAVIGATION PANEL

2
STEP 3: THE DETAILS OF THE DOCUMENT(S)
WILL BE SHOWN TO TRACK ON THE STATUS

3
DOCUMENT SUBMISSION PLATFORM
(STEPS TO SUBMIT THE FORM)

EDMS PLATFORM FOR BPLRT R801

[DOCUMENT CONTROL MANAGEMENT]
STEP 1: GO TO DOCUMENT SUBMISSION
PLATFORM SECTION IN HOMEPAGE

1
STEP 2: CLICK ON NEW DOCUMENT
SUBMISSION

2
STEP 3: CLICK ON MY TASK

3
STEP 4: GO TO DOCUMENT THAT YOU WANT AND
CLICK VIEW TASK TO APPROVE OR REJECT

4
STEP 5: THE DETAILS OF THE DOCUMENT
APPEAR AND YOU CAN CLICK EITHER
APPROVED OR REJECTED

5
STEP 6: AFTER CLICK APPROVED OR REJECTED,
THE LIST OF DOCUMENT(S) WILL BE UPDATED
IN MYTASK SECTION

6
STEP 7: THE STATUS OF THE DOCUMENT(S) WILL
BE UPDATED (GO TO MYTASK IN DOCUMENT
SUBMISSION SECTION)

7
STEP 8: THE STATUS OF THE DOCUMENT WILL BE
SENT THROUGH EMAIL (OUTLOOK)

8
STEPS TO CHECK ON THE DOCUMENT
TRACKING

EDMS PLATFORM FOR BPLRT R801

[DOCUMENT CONTROL MANAGEMENT]
STEP 1: GO TO DOCUMENT SUBMISSION
PLATFORM SECTION IN HOMEPAGE

1
STEP 2: CLICK ON DOCUMENT TRACKING

2
STEP 3: ALL THE LISTS FOR DOCUMENT
SUBMISSION DETAILS AVAILABLE IN THIS
SECTION

3
STEP 4: IF THE INTERNAL STAGE STATUS HAS
BEEN APPROVED, THE EMAIL WILL BE SENT
TO THE CLIENT

4
STEP 5: THE EMAIL WILL BE SENT TO THE
CLIENT (WAITING FOR THEIR REPLY ON THE
STATUS OF THE DOCUMENT)

5
STEP 6: AFTER THE CLIENT HAS REPLIED TO COLAS
RAIL (APPROVED OR REJECTED), ADMIN WILL CHANGE
ON THE CLIENT ACCEPTANCE STATUS

6
CHECKING STATUS BY USING CHART

EDMS PLATFORM FOR BPLRT R801

[DOCUMENT CONTROL MANAGEMENT]
1. GO TO HOMEPAGE
2. CLIENT ACCEPTANCE STATUS CHART

• From this chart, you can click

any of the items (Link to Items)
that you want to display.
2. CLIENT ACCEPTANCE STATUS CHART
(CONT..)

• For example, click on (A :

Accepted), it shows the documents
that has been accepted only.
3. Internal Approval Status Chart

• This pie chart shows how many

documents are in the Internal
Approval Status whether the
documents in Approval Stage or
already Approved.
• You can click on (Link to Items) to
display it.
3. INTERNAL APPROVAL STATUS CHART
(CONT..)

2
4. INCOMING CORRESPONDENCE
4. INCOMING CORRESPONDENCE (CONT..)

Incoming Correspondence

New Incoming Correspondences

4. INCOMING CORRESPONDENCE (CONT..)
4. INCOMING CORRESPONDENCE (CONT..)
4. INCOMING CORRESPONDENCE (CONT..)
5. OUTGOING CORRESPONDENCES CHART
5. OUTGOING CORRESPONDENCES CHART
(CONT..)

Existing Outgoing Correspondences

New Outgoing Correspondences
5. OUTGOING CORRESPONDENCES CHART
(CONT..)
 THANK YOU
EDMS PLATFORM
[DOCUMENT CONTROL MANAGEMENT]