Main Functions

Project Overview

In the project overview, all projects are listed in a table:

Column Documents: The latest documents available in the project are displayed in the column Documents and can be opened with a mouse click.

You can access the Version Overview by clicking on the project.

Create New Projects

The Create New Project button opens a new window that will guide you through the process of creating a new project.

Enter the desired version number, project number and title, as well as the abbreviation and a description. Then click on Next.

Enter a version number and a description for the individual documents.

Select the documents to be included in the project. You can do this either in bulk for each licensed package or -unfolded- for each individual document.

Please note: For the Risk Pack, you can select either Product or Process, but not both at the same time.

Then click on Next.

The details entered in the previous step can be changed individually for each document as required. Then click on Next.

Click Create to generate the project. Finally, you will be shown a summary of the data provided for the new project. You can use the Back button to go back to the previous steps and make any necessary changes before creating the project.

The person who creates a new project automatically has the roles of Product Version Administration and Editing Person.

Overview Bar

The overview bar is divided into the following items (depending on the roles assigned to your user account):

• Navigation
  • Navigation Menu
  • Your current location
  • Search (within a version)
• User specific Items
  • Notifications
  • Logged in User
• General Actions & Filter
  • New (depending on the document)
  • Assign All
  • Column Options
  • Filter
  • Custom Filter
• Reporting
  • Percentage of Completed Tasks
  • Generate Full Report

Navigation

Navigation Menu

Click on the icon to open a selection dialogue in which you can choose between the different documents and the project overview from an open document. The selection dialogue opens at the point in the overall documentation where you are currently located. This is highlighted in color. Click on any other document to open the available function accesses below.

Your Current Location

Displays the project in which you are currently working. No entries are possible. However, you can navigate back to the project overview using the Icon.

Search (within a Version)

Provides you with an intelligent search function within a version. Enter the search term and hit enter to open new window with your search results.

User Specific Items

Notifications

If you have unread notifications, this will be indicated by a number in the icon, which shows the number of unread notifications. You can mark your notifications as read as well as delete them - both individually and as a whole. Notifications are triggered by tasks assigned to you, comments in which you are mentioned as a person, or tasks that you are requested to approve.

Logged in Person / Toggle Language

Displays the initials of the logged-in person. With one click, you can open a menu where you can log out or adjust the language selection of the user interface.

General Actions & Filter

New

This function is available depending on the document and allows you to create new tasks. (Also see Special Tasks And Their Functions)

Assign All

This function allows you to assign several or all tasks to a specific person instead of doing this for each task individually. The total amount of all tasks can be narrowed down by using filters. You can select a user by opening the search function and clicking on the desired user. The search field allows you to dynamically narrow down the selection of users.

Clicking on Assign All opens a dialog box where you can confirm to be assigned either all tasks, or all tasks not yet assigned.

Local Page Options

Open the local page options with a click on the icon

Select the displayed columns in the task overview. You can group the overview by columns, e.g. chapter, assignment or state.

A click on the icons or allows you to collapse or expand the overview.

Filter

Filter the task overview according to predefined criteria. These criteria can vary depending on the document.

Custom Filter

You can also use the custom filter - e.g. by number or keywords in chapter or title - to narrow down the displayed tasks.

Reporting

Percentage of Completed Tasks

Shows you the percentage of completed tasks. Click in the bar to view the progress details in a pie chart. Hover over each segment to view the respective number of tasks or click some of them in the labels to hide irrelevant segments.

Generate Full Report

You can create a zip file containing all reports and additional documents of the respective version and download it. Click the icon to open the corresponding window.

You have the option of either creating the reports as a collection of PDF documents - one for each task - (task separated) or combining all reports into a single PDF document (bundled). Click the Document Reports button with the pre-selected option to start the generation of the reports, or select the desired option using the arrow button.

Once the report generation is complete, Themis will notify you with a displayed message and you can download the created zip file at any time in the opened window using the Download icon.

Hierarchical Report

This report is available for documents where tasks can be created and arranged in a linear hierarchy (e.g. Risk Analysis). For example, you can configure an analysis tree and output it as a tabular A3 overview.

The Table-Hierarchy button opens a new window where you can preview the report and configure it.

Initially, this preview is empty. To fill it, press the Configure Columns button. In the window that opens, you can select the desired columns for the individual task types and drag them into the desired order using the icon.

Note: In order for tasks to be taken into account in the tabular view, they must be correctly categorised hierarchically. You can display the correct hierarchy for the respective document via the icon.