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<html><head><title>ITMS FAQ</title></head><body><H3>ITMS FAQ:</H3><a href="#login">How do I login?</a><br><a href="#logout">How do I logout?</a><br><a href="#autologout">Why did I get logged out when I stopped using the system?</a><br><a href="#assigntask">How do I assign a task?</a><br><a href="#createtask">How do I create a new task template?</a><br><a href="#assignprocess">How do I assign a process?</a><br><a href="#createprocess">How do I create a new process?</a><br><a href="#edittask">How do I edit a task template?</a><br><a href="#editpendingtask">How do I edit a pending task?</a><br><a href="#editprocess">How do I edit a process?</a><br><a href="#changeemail">How do I change my email address?</a><br><a href="#changereminders">How do I change the days that I receive reminders?</a><br><a href="#changepassword">How do I change my password?</a><br><p><a href="#createuser">How do I create a new user?</a><br><a href="#creategroup">How do I create a new group?</a><br><p><a href="#redistribute">Can I redistribute ITMS? OR Is ITMS really free?</a><br><a href="#howmanyusers">How many users can ITMS handle?</a><br><a href="#whatisitms">What is ITMS? OR What does ITMS stand for?</a><br><a href="#doforme">What can ITMS do for me?</a><br><a href="#orgtool">Is ITMS really practical as a organizational tool?</a><br><a href="#user">How does ITMS select the user of a particular task?</a><br><a href="#redelegate">How can I redelegate tasks?</a><br><br><p><a name="login"><h2>How do I login?</h2><UL> <LI>Go to the index page of ITMS.</LI> <LI>Enter your username in the username field.</LI> <LI>Enter your password in the password filed.</LI> <LI>Click the Login button.</LI></UL><p><a name="logout"><h2>How do I logout?</h2><UL> <LI>Click the logout link on the menu.</LI> <LI>Note: You will be automatically logged out after a period of time, usually 10 min for security reasons.</LI></UL><p><a name="autologout"><h2>Why did I get logged out when I stopped using the system?</h2><UL> <LI>By Default, ITMS will automatically log users out after 10 minutes of inactivity, this is for security reasons so that if a user fails to log out, another user cannot use ITMS on his/her computer.</LI> <LI>To change the time of auto logout change the $EXPIRE_INTERVAL variable in config.php</LI></UL><p><a name="assigntask"><h2>How do I assign a task?</h2><UL> <LI>Click the <b>Assign Task</b> link on the menu.</LI> <LI>Choose to assign a previous task from a template, or a one-time task.</LI> <UL> <LI>If you are assigning the task from a template, pick the task name from the list of available task templates.</LI> <LI>If you are assigning the task as a one-time time task, type in the name you want for the task.</LI> </UL> <LI>Click the <b>Next</b> link on the menu.</LI> <LI>Pick who you want to assign the task too.</LI> <LI>Type any instructions, or comments into the text box. This information will be displayed to the user that you assign the task to.</LI> <LI>Enter the due date for the task.</LI> <LI>Pick the priority level.</LI> <LI>If you want an email sent to you when the task is completed, check the notify box.</LI> <LI>If you want the task to be repeated periodically, enter how often you want it assigned.</LI> <LI>For example: <UL> <LI>If you want the task to be due on the first day of every month: <LI>Set the due date to the first of the month.</LI> <LI>Enter every <b>1</b>, and then pick <b>months</b> from the list.</LI> </UL> <LI>If you want other people to be notified when this task is assigned, enter their email address in the CC field (separated by commas).</LI> <LI>Click the <b>Assign Task</b> button.</LI></UL><p><a name="createtask"><h2>How do I create a new task template?</h2><UL> <LI>Click the <b>Create Task</b> link on the menu.</LI> <LI>Type the name you want to identify the task by. The name must be unique to the system.</LI> <LI>Type the default instructions in the text box. When someone assigns a task, they can add to or modify these instructions as needed, so they should be general purpose for this task template.</LI> <LI>If you want the task to be owned by one of the groups you are in (anyone in the group may assign the task), then choose <b>Group Task</b>, and pick the group that you want to own the task from the list.</LI> <LI>If you want to be the only one who can assign the task, choose <b>Private Task</b>.</LI> <LI>Click the <b>Create Task</b> button to create the task, and clear the fields to create another task.</LI> <LI>OR Click the <b>Finished</b> button to create this task, and return to the front page.</LI></UL><p><a name="assignprocess"><h2>How do I assign a process?</h2><UL> <LI>Click the <b>Assign Process</b> link on the menu.</LI> <LI>Pick the process that you want to assign from the list.</LI> <LI>For each task template, enter the number of instances of that task template that you want to assign.</LI> <LI>In the large text box at the top of the page enter or modify the instructions that are common to ALL of the tasks in this process.</LI> <LI>For each task template do the following: <UL> <LI>Pick who you want to assign the task to.</LI> <LI>Pick the priority level.</LI> <LI>Enter the due date.</LI> <LI>If you want an email sent to you when the task is completed, check the <b>Notify</b> box.</LI> <LI>If you want the task to be reassigned periodically, enter the period and the units. Every <b>2 weeks</b> for example.</LI> <LI>If you want an email sent to anyone else to be notified when this task is assigned, enter their email address in the CC field (separated by commas).</LI> <LI>Type any instructions, or comments into the text box. This information will be displayed to the user that you assign the task to.</LI> </UL> <LI>Click the <b>Assign Tasks</b> button.</LI></UL><p><a name="createprocess"><h2>How do I create a new process?</h2><UL> <LI>Click the <b>Create Process</b> link on the menu.</LI> <LI>Type the name you want to identify the process by. The name must be unique to the system.</LI> <LI>If you want the process to be owned by one of the groups you are in (anyone in the group may assign the process), then choose <b>Group Process</b>, and pick the group that you want to own the process from the list.</LI> <LI>If you want to be the only one who can assign the process, choose <b>Private Process</b>.</LI> <LI>Type the default instructions in the text box. When someone assigns the process, they can add to or modify these instructions as needed, these default instructions should be general purpose for this process.</LI> <LI>Check all of the boxes next to the task templates that you want included in this process.</LI> <LI>Click the <b>Create Process</b> button to create the process, and clear the fields to create another process.</LI> <LI>OR Click the <b>Finished</b> button to create this process, and return to the front page.</LI></UL><p><a name="edittask"><h2>How do I edit a task template?</h2><UL> <LI>Click the <b>Edit Task</b> link on the menu.</LI> <LI>Choose the task you want to edit from the list.</LI> <LI>Click the <b>Edit</b> button.</LI> <LI>Make any changes that you want to the task template name and instructions.</LI> <LI>Click the <b>Save Changes</b> button to save your changes, OR <b>Cancel</b> to return to the front page without saving any changes.</LI> <LI>If you want to edit another task template from here, you can do so by picking it from the list, and clicking the <b>Edit</b> button.</LI></UL><p><a name="editpendingtask"><h2>How do I edit a pending task?</h2><UL> <LI>Click the <b>Tasks</b> link on the menu.</LI> <LI>Click the <b>Edit This Task</b> button on the row of the pending task that you want to edit.</LI> <LI>Change any of the properties of the pending task.</LI> <LI>Click the <b>Save Changes</b> button to save the changes.</LI></UL><p><a name="editprocess"><h2>How do I edit a process?</h2><UL> <LI>Click the <b>Edit Process</b> link on the menu.</LI> <LI>Choose the process that you want to edit from the list.</LI> <LI>Click the <b>Edit</b> button.</LI> <LI>Make any changes you to the process that you want.</LI> <LI>Click the <b>Save Changes</b> button to save your changes, OR <b>Cancel</b> to return to the front page without saving any changes.</LI> <LI>If you want to edit another process from here, you can do so by picking it from the list, and clicking the <b>Edit</b> button.</LI></UL><p><a name="changeemail"><h2>How do I change my email address?</h2><UL> <LI>Click the <b>My Preferences</b> link on the menu.</LI> <LI>Enter the new email address in the <b>Email</b> text field.</LI> <LI>Click the <b>Update My Preferences</b> button.</LI></UL><p><a name="changereminders"><h2>How do I change the days that I receive reminders?</h2><UL> <LI>Click the <b>My Preferences</b> link on the menu.</LI> <LI>Check the boxe(s) next to the day(s) that you want email reminders sent to you.</LI> <LI>Click the <b>Update My Preferences</b> button.</LI> <LI>OR Click <b>Cancel</b> to return to the front page without making any changes.</LI></UL><p><a name="changepassword"><h2>How do I change my password?</h2><UL> <LI>Click the <b>My Preferences</b> link on the menu.</LI> <LI>Enter your current password in the <b>Old Password</b> field.</LI> <LI>Enter your new password in the <b>New Password</b> field.</LI> <LI>Enter your new password in the <b>Retype Password</b> field.</LI> <LI>Click the <b>Save Password</b> button.</LI> <LI>OR Click <b>Cancel</b> to return to the front page without making any changes.</LI></UL><p><a name="createuser"><h2>How do I create a new user?</h2><UL> <LI>Click the <b>User Management</b> link on the menu.</LI> <LI>Enter the new user's username in the <b>Username</b> field.</LI> <LI>Enter the new user's password in the <b>Password</b> field.</LI> <LI>Enter the new user's password in the <b>Confirm Password</b> field.</LI> <LI>If you know the email address of the new user, enter it in the <b>Email</b> field.</LI> <LI>Check the boxes next to the groups that you want the user to be a member of.</LI> <LI>If you want the new user to be an ITMS administrator, check the box next to <b>Administrator</b>.</LI> <LI>Click the <b>Add User</b> button.</LI></UL><p><a name="creategroup"><h2>How do I create a new group?</h2><UL> <LI>Click the <b>Group Management</b> link on the menu.</LI> <LI>Enter the new group's name in the <b>Group Name</b> field.</LI> <LI>Check the box next to the users that you want to be a member of this group.</LI> <LI>Click the <b>Add Group</b> button.</LI></UL><p><a name="redistribute"><h2>Can I redistribute ITMS? OR Is ITMS really free?</h2><UL> <LI>Yes! <LI>ITMS is distributed under GPL. See the <b>gpl.txt</b> file for more information.</LI></UL><p><a name="howmanyusers"><h2>How many users can ITMS handle?</h2><UL> <LI>The initial design of ITMS was targeted for 100 users.</LI></UL><p><a name="whatisitms"><h2>What is ITMS? OR What does ITMS stand for?</h2><UL> <LI>Internet Task Management System (ITMS) is an application designed for tracking tasks and processes within an organization.</LI> <LI>It includes features such as: e-mail reminders of when a task is due, notification when a task is assigned, and an user defined list of task templates (or types).</LI></UL><p><a name="doforme"><h2>What can ITMS do for me?</h2><UL> <LI>ITMS can track the tasks you have assigned to other people, and the tasks that others have assigned to you.</LI> <LI>It can notify you when a task is approaching it's due date.</LI> <LI>It can help to formalize any process done within an organization that can be expressed as a set of tasks.</LI></UL><p><a name="orgtool"><h2>Is ITMS really practical as a organizational tool?</h2><UL> <LI>Yes. All organizational information can be directed to an email-pager or email account.</LI> <li>Because email has become a core component of any business environment, it is convenient to formally track project assignments from the same mail interface.</LI></UL><p><a name="user"><h2>How does ITMS select the user of a particular task?</h2><UL> <LI>Every task is owned by a group. The task can only be assigned by member of that group and can only be assigned to members of the same group. For instance, if a task "Configure router" is owned by group "Network Engineers", it can only assigned by the members of the group and can only be assigned to the members of the same group.</LI></UL><p><a name="redelegate"><h2>How can I redelegate tasks?</h2><UL> <LI>Click the <b>Reassign Tasks</b> link on the menu. Select the user whose task(s) need to be redelegated. Under the selected user's pending tasks list reassign the tasks that need to be redelegated to the other users.</LI></UL></body></html>?? 快捷鍵說明
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