EICC-ON Self Assessment User Guide123.doc

EICC-ON User Guide- Self Assessment Questionnaire Accessing the Self Assessment Questionnaire 1.0访问自我评估问卷To access the Self Assessment访问的自我评估Select My Company Self Assessment My Self AssessmentWhen the user accesses the My Self Assessments page, a list of assessments deployed at the current time are visible. The assessment completion progress is shown (0% when accessing the assessment for the first time). 当用户访问我的自我评估页面,列表评估部署在当前时间是可见的。完成进度的评估显示(0%当访问第一次评估)。2.0 Completing the Self Assessment Questionnaire Online完成自我评估问卷在线Select My Company Self Assessment My Self AssessmentSelect 1st Listed Section Complete Customer Designation Fill in Answers完整填写答案A list of Self Assessment sections is visible once the user selects the My Self Assessment Tab. To Begin to fill in the Self Assessment online, select the first section listed which is Customer Designation. Once the user begins the Self Assessment online, all mandatory questions become visible for each section. 自我评估部分的列表可见一旦用户选择我的自我评估选项卡。开始填写自我评估在线,选择第一部分列出这是客户指定的。一旦用户开始了自我评估在线,所有的强制性问题成为可见的每个部分。Note: Not all questions are visible due to the dependencies built for certain questions并不是所有的问题都可见由于依赖关系建立一定的问题For example: Question CB 3.8 is visible in the system. Only when the user answers Yes to this question, will CB3.9 become visible. If the user answers No to this question, CB3.9 will not become visible. 例如:问CB 3.8是可见的在系统。只有当用户对这个问题的回答是肯定的,将CB3.9变得可见。如果用户没有这个问题的答案,CB3.9不会变得可见。CB 3.9 is not visible yet2.1 Completing the Self Assessment Questionnaire by Section2.1完成自我评估问卷的部分1)对于每个问题,选择或输入一个答案2)添加一个注释问题,点击图标1) For each question, select or enter an answer 2) To add a comment to the question, click the icon -A popup window opens. Enter comment and click OK. The icon becomes 弹出窗口打开。输入评论并单击OK。图标变得3) To attach a file to the question, click the icon附加文件的问题,点击图标 -A popup window opens. Select the file, rename it if needed, and click OK. The icon becomes弹出窗口打开。选择文件,重命名它如果需要,并单击OK。图标变得 4) To save and return to the assessment display Click the Save button. Click the Save & Next button to save and display the next section of questions. 保存并返回到评估显示单击save按钮。单击Save & Next按钮保存并显示下一节的问题3.0 Completing the Self Assessment Questionnaire Offline3.0完成自我评估问卷离线资格是专为用户完成自我评估问卷在线,但确实允许用户将近完成自我评估离线。EICC-ON was specifically designed for users to complete the Self Assessment Questionnaire online, but does allow for the user to nearly complete the Self Assessment offline.3.1 Exporting the Self Assessment Questionnaire3.1出口自我评估问卷To export the Self Assessment to complete offline, select the Export option. 3.1出口自我评估问卷出口自我评估完成离线,选择导出选项When the Export Icon has been selected, a pop up window will appear and prompt “To get the corresponding file click here”. This is where the user can save an Excel file outside of EICC-ON. 当导出图标被选中,就会出现一个弹出窗口,提示“获取相应的文件点击这里”。在这里,用户可以保存一个Excel文件的资格在外面。Once the user has exported the file from EICC-ON to an Excel File, all of the questions that exported are in a usable format to answer the Self Assessment Questionnaire. 一旦用户导出文件从一个Excel文件上的资格,所有的问题都在一个可用的格式导出回答这个自我评估问卷。Note: Not all questions export out of EICC-ON. The questions that are multiple choice questions do not export because they are not technically supported. There are approximately 49 questions across all sections of the Self Assessment that will not export to be completed offline. 注意:并不是所有问题的出口资格上。的问题是选择题不出口,因为他们不是技术上的支持。大约有49个问题在所有部分的自我评估,不会出口完成离线。These questions must be answered in the EICC-ON system in order to successfully complete the Self Assessment Questionnaire to 100%.这些问题必须回答的资格在系统为了成功地完成自我评估问卷到100%。 3.2 Filling in the Offline Self Assessment QuestionnaireTo complete the offline Excel template, the user will fill in all answers either by selecting an answer from a drop down choice list, or by typing the answer in. Each question of the SAQ will have a specified area for the user to fill in. Guidance for where to include the answers is included on the Excel SAQ. 完成离线Excel模板,用户将填写所有答案要么选择一个答案从一个下拉的选择列表,或通过输入答案。每个问题将会有一个指定区域SAQ用户填写。指导,包括答案是包括在Excel SAQ。3.3 Importing the Self Assessment Questionnaire upon Offline CompletionTo import the offline questionnaire once the user has filled in all answers, select the Import option. 3.3导入自我评估问卷在线下完成导入离线问卷一旦用户填写所有的答案,选择导入选项。Once the Import Icon has been selected, a pop up window will appear. This is where the user can browse for the correct document to import. 一旦导入图标已经选定,一个弹出窗口将会出现。在这里,用户可以浏览导入正确的文档Note: The original Excel document that was exported out of EICC-On must be the document used for import. The document is systematically unique to that Self Assessment. The same user that exported must be the user that imports the uniquely identified document. 注意:原来的Excel文件,出口的资格在必须文档用于进口。文档系统独一无二的自我评估。相同的用户,出口必须用户唯一标识文档的进口。3.4 Successfully Importing the Self Assessment QuestionnaireWhen the user imports the offline Excel SAQ a pop up box will display “The Microsoft Excel File has been successfully imported” and also indicate that all records have been processed. If the import was not successful, the pop up box will contain an error message that indicates exactly which rows of the Excel were not completed accurately. When the user corrects the rows indicated in the offline, the user can repeat the import process until a successful import is achieved. 当用户导入离线Excel SAQ一个弹出框会显示“微软Excel文件已成功导入”,也表明已经加工过的所有记录。如果导入不成功,弹出框将包含一个错误消息,指出哪些行没有完成的Excel准确。当用户纠正行显示在离线时,用户可以重复导入过程,直到达到成功导入。When the user views the Self Assessment display, all sections that contained one or more of the 49 multiple choice questions that did not export will be calculated at less than 100%.当用户将自我评估显示,所有的部分,包含一个或更多的49个多项选择题,没有出口计算不到100%。 To complete the indicated sections, the user can simply open the section and answer the clearly identified questions in EICC-ON. All questions that have not been filled in will be highlighted to indicate incomplete. All answers that imported from the offline Excel will be filled in. 完成指定的部分,用户可以简单地打开部分,回答清楚问题在资格上。所有的问题,也还没有被修补好,将突出显示不完整。所有的答案,从离线导入Excel会填写。4.0 Releasing the Results of the Self Assessment Questionnaire发布结果的自我评估问卷Select My Company Self Assessment My Self AssessmentThe user can review the results of the Self Assessment Questionnaire (SAQ) after it has been filled in online to 100% completion. The user can also review the results of the SAQ after importing is successful, and the user completes the remaining 49 questions online. To view the results, the user can release the results first by selecting the Released option. All sections of the SAQ must be 100% complete in order to release. If the SAQ has already been released, a message box will indicate this has already taken place, but the SAQ can still be updated if necessary. 用户可以查看结果的自我评估问卷(SAQ)在网上填写完成100%。用户还可以审查的结果导入成功后SAQ,用户完成其余49问题在线。查看结果,用户可以发布结果首先通过选择发布选项。所有的部分必须完成100% SAQ为了释放。如果SAQ已经被释放,一个消息框会显示这已经发生,但SAQ仍然可以更新如果有必要。5.0 Reviewing the Self Assessment Results回顾自我评估结果Select My Company Self Assessment My Self Assessment HistoryUpon releasing the results of the SAQ, the user can view the SA Score for category of risk, and the Score Percentage under the Self Assessment History tab. 在释放的结果,SAQ,用户可以查看SA分数的风险,和类别分数百分比根据自我评估历史选项卡。5.1 Reviewing the Details of the Self Assessment To review the details of the released SAQ, the user can click on the view details icon审核的细节SAQ发布,用户可以点击视图细节图标 This option brings up a window of details of the Self Assessment and allows the user to print the results这个选项将启动一个窗口的自我评估的详细信息,并允许用户打印结果The user can also export to a PDF file用户也可以导出到一个PDF文件 5.2 Printing or Exporting the completed Self Assessment Questionnaire打印或导出完成自我评估问卷Another option to Print or Review the Results is to select the Print Report icon in the Result column when viewing the Self Assessment History view. 另一个选择打印或审查结果是选择打印报告图标结果列在观看这些自我评估历史视图。When the user selects the Print Report option, a viewable report containing all questions and answers is visible in a pop up. Options to export to a PDF file or to print are visible. 当用户选择打印报告选项,可查看报告包含所有问题和答案是可见的在一个弹出。选择导出到PDF文件或打印是可见的。To print, or export just one section at a time, the user can select the icon listed next to each section of the Self Assessment Questionnaire. This view is under the My Self Assessment Tab. 打印或导出只是一个部分,用户可以选择图标旁边列出的每个部分自我评估问卷。这个观点是根据我的自我评估选项卡。For Example: To only export or print section CL2, the user can select this section for an individual report. 例如:只导出或打印部分CL2,用户可以选择本节对于个人报告。Note: At any time, the user can update/change the answers to the Self Assessment Questionnaire. If an audit is contracted and scheduled for a company, the SAQ will be an attached document for the auditor in the field to review. The SAQ attached to the audit when it is contracted and scheduled, may not contain all updates the user may have included if the updates occurred after the SAQ became an attachment to the audit. 注意:在任何时候,用户可以更新/改变自我评估问卷的答案。如果一个审核的合同和安排一个公司,将附加文档SAQ审计人员在现场审核。附的SAQ审计当它简约和预定,可能不包含所有更新用户可能包括如果更新后发生SAQ成为附件审计。6.0 Companies can Share SAQ Results with Customers公司可以与客户分享SAQ结果To share SAQ results with customers, the company administrator of the company can set the access rights. Setting the access rights allows a company to share portions of their company data, such as audits, and SAQs with customers that they have an established trading relationship with. 与客户分享SAQ结果,公司管理员的公司可以设置访问权限。设置访问权限允许公司分享比例的公司数据,如审计,并与客户SAQs,他们有一个稳定的贸易关系。6.1 Setting Access RightsSelect My Customers Set Access RightsOnce the user is in the Set Access Rights Tab, the user can see all customers of the company listed. The trading relationship must be validated in order to have the customer listed in the Access Rights box. The user will see all of the facilities for their own company listed across the box, and all customer