provided the email address
for example
is used. The sender will be determined based on the email address of the sender. Hence, it is important to send such mails only from addresses that are known in WINPLAN++ online. Attachments will be displayed as data packages in batch transmission, where they can be processed as usual.
17
Settings
Use the tab in the navigation bar to define project-specific and personal settings.
User view of the Settings feature
17.1 Participants
You can use the button just as the
tab to open a list of all participants in the project including their contact data. New participants are added by the project administrator.
List of participants
Clicking on an email address displayed on the right side of the screen opens a window of your email program where you can write a new email (using your regular email program;
Use the feature (chapter 15 Lists, page 84) if you want to print a list of participants as a PDF or Excel file.
Click the button to display the available groups and the members of each group. The group assignment can only be changed by users who have administrator rights.
Participant groups
17.2 Workflow
How many of the five options listed above appear on your interface depends on your project settings.
The options allow you to view the types of workflows there are and in which workflows you are involved. Since you do not have administrator rights, you cannot change the workflow definition. However, you may ask your project administrator to add you to a workflow or delete you from another one.
Plan workflow
The left side shows an overview of any existing workflows and their dependencies. Take a look at the right side to find the details for the selected workflow, e.g. which actions are performed, or when the workflow is triggered. Actions may include tasks such as taking note, reviewing, plan creation or release.
17.3 Addresses
Clicking the button displays your own address including your contact data saved in the project room. You may change these data under this option even if you do not have administrator rights by clicking and then confirming your input by clicking
.
The Email address field indicates the email address of the company or the contact
person. If you want to notify several persons for a particular task, you can enter additional email addresses in this field, separating them by a semicolon or a line wrap.
The button allows you to load a picture to the list of participants.
17.4 User Configuration
Here you can define individual settings for using WINPLAN++ online.
User configuration
In the mask displayed above, you can define the following settings:
Specify the Number of lines per page in all tables displayed by WINPLAN++ online.
Specify the Language, in which WINPLAN++ online communicates with you.
You can also change the language at any time in the status bar next to the date and the quick search feature at the top of the screen.
You can choose whether you want to display the number of plans, documents and other elements in the project tree by enabling the checkbox for the appropriate option.
In addition, you can specify whether to display empty subfolders in the tree structure or not. Select the next option to define that the search results will be highlighted in color.
Information on Batch transmission:
Shows which index separator (delimiter between the plan number itself and the index) is defined for your project (in our example: -). Usually, the index separator is defined centrally by the administrator for all project participants.
Information on index separator
If you want to receive a warning email before the expiration of deadlines, use the appropriate option to enter the number of days you want to be warned before the deadline expires. Zero days means that you do not want to be warned.
Click Configure email summary to open a window in which you can define whether your project information shall be sent immediately or in a bulk email. In addition, you can choose the content and time of delivery.
Notification configuration
If you participate in several projects, you can also create a summary for multiple projects. Finally, you can define that the Clipboard is automatically saved beyond the current session by placing a check mark next to the corresponding option.
17.5 Project Management
This feature allows you to display general information about the current project or subproject. Participants who have the appropriate privileges can establish new subprojects, or edit or delete existing ones.
17.6 Change
Signature
Here you can set up and change your personal signature for your WINPLAN++ online messages:
Change signature
17.7 Change
Password
This window allows you to change your password at any time.
First, type in your old password and then enter your desired new password and type it in again.
Change password
The traffic light shows how strong your password is. For information about building a password move the mouse over the question mark.
18
Select and Logout
If you participate in several projects on the same project server, the button is automatically displayed in the status bar at the top of the window. Use this button to switch to another project on the server without having to log in again.
At the end of a WINPLAN++ online session, click the button displayed in the status bar at the top of the window to close the current session. For security reasons, it is important to quit the project room via this button only, instead of just simply closing the browser window.
Please note that for security reasons you are automatically logged out by the system after a longer period of inactivity (for example 30 minutes; the time period can be defined for each project).
We hope you enjoy your work with WINPLAN++ online and wish you every success! Your NetzWerkPlan GmbH