SPICE M Latham ? Welcome Welcome to spice text Your Enquiries Find a Project Find a Company Create Enquiry Create Company 1 Needing Attention 1 Companies

SPICE M Latham ?

WelcomeWelcome to spice text

Your Enquiries

Find a Project

Find a Company

Create Enquiry

Create Company

1

Needing Attention

1

Needing Attention

Companies

Projects

Enquiries

Normal User• The counter on your enquiries

will only show for users that get assigned new queries

• The needing attention tile will be for any enquiries that have been left at a certain status for too long, filtered for enquiries assigned to themselves only

• A normal user will not see the settings

Super User• The needing attention tile will

be for any enquiries that have been left at a certain status for too long. The filter will be for all enquiries sent in.

• A super user will see the settings button above

• The ‘Needing Forwarded’ will only appear for the super user as they are responsible for reassigning any enquiries that have been returned from the person they were automatically assigned to.

Admin User• A admin user will see the

settings button above

1

Needing Reassigned

1

SPICE M Latham ?

Enquiry Ref Submitted Date Brief Description

Select 1234 01/01/2014 Test description for a query

Home.EnquiriesEnquiry Search

Status:

New

Super UserNormal User

SPICE M Latham ?

Enquiry Ref

Submitted Date

Brief Description Responsible User Reassign

Select 1234 01/01/2014 Test description for a query Michael Latham

Select 1235 01/01/2014 Test description for a query Noel O’Hare






Home.EnquiriesEnquiry Search

Status:

New

Super UserNormal User

All

Responsible User:

Reassign Selected Enquiries

Michael Latham

Reassign to:

Reassign

SPICE M Latham ?Home.EnquiriesEnquiry Search

Status:

New

Save Enquiry Create Project Forward Enquiry

Enquiry Details

Full Company Details

Full Address Details

Full Contact Details

Name of company

Address Company contact

Contact telephone

Contact Email

Brief description of support required

Select category of business engagement

Training or Mentoring

Apprenticeships

Student Placement

Student Project

Enrolment Completed by Customer Services

Select occupational area of business engagement

Rest of radio buttons taken from lookup table

Business Service Engineering

Business, Leadership and Management

Normal User• The create project will allow you to create

a project from the enquiry. At the moment there will only be one project created against an enquiry. This create project button will only appear for training or mentoring and student project??

• The create project button will disappear after a project has been created as will the forward enquiry button.

• The full company details will allow you to see or chose the company associated with the enquiry

• The full contact details will allow you to see or chose the contact associated with the enquiry

• The full address details will allow you to see or chose the address associated with the enquiry

• Associated projects will list all the projects associated with the enquiry that the user has rights to see

• The cancel will return to the search results grid view

• Most of the form will be read only as was sent in by someone

Admin/Super User• Only admin/super users will be able to see

the activities associated with the enquiry.

View bottom of form

Responsible owner Name of responsible owner

Activities

xCancel


Status:

New


Enquiry Details




Name of company


Contact telephone

Contact Email


Select category of business engagement


Apprenticeships

Student Placement

Student Project






View bottom of form

Responsible owner Name of responsible owner

Activities

xCancel

Project Title

Project Outline

Create Project

SaveCancel

SPICE M Latham ?Save Enquiry Create Project Forward Enquiry

Submitted Date: 01/01/2014 Submitted By: M Latham Updated Date: 02/01/2014 Updated By: M Latham

xCancel


View Top of form

Associated project Project title (ref 1001)

Status New • ‘Associated Project’ will only appear when the enquiry has been associated with a project

• ‘Placement ref’ will only appear when the enquiry is for apprenticeships or student placement

• The AOS code, AOS period and Acad year will only appear if the enquiry is for an enrolment completed by customer services

Placement ref

AOS code

AOS period

Placement title – will appear after a save

Acad year Course title – will appear after a save


Status:

New

Save Enquiry Create Project

Name of company

Address

Company contact

Contact telephone Contact Email

Brief description of support Required

Select Category of business engagement Training or Mentoring

Apprenticeships

Student Placement

Student Project





Rest of checkboxes taken from lookup table

Forward Enquiry


Status New

Enquiry Details




xCancel

Forward Enquiry

Are you sure you want to mark this enquiry as to be forwarded to another person?

YesNo


Status:

New

Save Enquiry Create Project

Name of company

Address

Company contact

Contact telephone Contact Email


Select Category of business engagement Training or Mentoring

Apprenticeships

Student Placement

Student Project





Rest of checkboxes taken from lookup table

Forward Enquiry


Status New

Enquiry Details




xCancel

Forward Enquiry

This enquiry has now been marked to forward to another user.

OK

• When the user clicks on OK they will be returned to their search results and the enquiry will be removed from the items in the search results.


Status:

New

Save Company Details

Name of company

Enquiry Details




xCancel

Alias

Website

Company Logo Browsetext Upload

Lead SERC Contact

Other Information (this can be seen by both staff and students):

Private Information (this can only be seen by SERC staff):

• If the company has already been found for the enquiry form this information will be filled in automatically. If it’s a new company for the enquiry this area will allow the details to be filled in and saved.

Created Date: 01/01/2014 Created By: M Latham Updated Date: 02/01/2014 Updated By: M Latham

Trading

Show to Students

Activities


Status:

New

Enquiry Details




xCancel

Building Name Unit No Street Name Town County Country Postcode1 High Street Bangor Down N. Ireland BT20 Update Delete

Add Address Find Address

Activities


Status:

New

Enquiry Details




xCancel

Add Contact

Contact Details Contact Details

Update Delete

JohnName

SmithJob TitleContact Type Manager

HRDepartment

Address 1 High Street Bangor County Down

[email protected]

123456Phone NoMobile

FaxAlumni

7890

87865

• A decision is needed to be made as to how the contact is assigned their login details for the SPICE website/portal

Activities


Status:

New


Enquiry Details




Activities

Activity Details Date

Enguiry submitted by John Smith 01/01/2014

Enquiry viewed by Michael Latham 01/01/2014

Project created from enquiry 01/01/2014

xCancel


Status:

NewEnquiries

Use the enquiry search to the left to search for any enquiries that have been sent to you.

Create Enquiry

SPICE M Latham ?Enquiry Search

Status:

New

Save Enquiry

Enquiry Details

xCancel

Responsible Owner Responsible employer displayed automatically by what category selected in business engagement

Name of company


Contact telephone

Contact Email


Select Category of business engagement


Apprenticeships

Student Placement

Student Project






• The save part of this will bring the user back to the home screen straight away, allowing them to view an enquiry they have created for themselves and allowing them to create another enquiry if they want

SPICE M Latham ?Project Search

Company:

Home.Projects

Project Ref Project Title Project Description Company

Select 1001 Project 1 Test mockup project description NI Railways

SPICE M Latham ?

Proposal

Project Search

Company:

Home.Projects

Assessment of Need

Invoicing

Delivery and Quality Checks

Evaluation

Impact Evaluation

Activities

Training Research and Innovation

Mentoring and Consultancy

Outcomes and Impacts

Funding Support

Save Assessment Of Needs / Project DetailsxCancel

1. Sales and Market Share

What are the expected outcomes and impacts for the project/job?

6. Compliance5. Business Reputation and4. R and D Innovation and New3. Employment and Staffing2. Costs and Profitability

Increase Sales NI

Increase Sales UK

Increase Sales ROI

Increase Sales (Outside UK ROI)

Increase Sales (£ K) % Increase




Entry into new geographical markets

US ROI EU Asia Australia South America

Entry into new sectorial markets Market info

New or increased customer base % Increase

On line sales % Increase

• The geographical markets will be taken from a editable lookup table allowing future removal or addition

• The sectorial markets will be in a lookup table allowing future removal or addition

Project Ref 1001 Project Title

Company Company Name Link Status In Progress Original Enquiry View Enquiry Ref 101

Project Outline

SPICE M Latham ?

Evaluation

Project Search

Company:

Home.Projects

Assessment of Need

Proposal

Invoicing


Impact Evaluation

Activities




Funding Support




6. Compliance5. Business Reputation and4. R and D Innovation and New3. Employment and Staffing

2. Costs and Profitability

Reduction in costs By how much (£ K) % Decrease

Increase profitability Value of increase (£ K) % Increase



Project Outline

SPICE M Latham ?

Evaluation

Project Search

Company:

Home.Projects

Assessment of Need

Proposal

Invoicing


Impact Evaluation

Activities




Funding Support




6. Compliance5. Business Reputation and4. R and D Innovation and New

3. Employment and Staffing2. Costs and Profitability

Employment Safeguarded No. full-time No. part-time

Increased Employment No. full-time No. part-time

Improved skills in you workforce No. of staff up skilled

Increased Staff Motivation Satisfaction levels %



Project Outline


Company:

Home.Projects

Assessment of Need

Proposal

Invoicing


Evaluation

Impact Evaluation

Activities




Funding Support




4. R and D Innovation and New3. Employment and Staffing2. Costs and Profitability

Increased expenditure from R&D By how much (£ K)

Develop new prototype Specify number

Development of new processes Specify detail

Adoption of exiting processes Specify detail

Development of product and/orprocess technical problems

Improved product design and performance

Protection of intellectualproperty

Specify detail



Project Outline

View bottom of form

SPICE M Latham ?Save Assessment Of Needs / Project DetailsxCancel

6. Compliance5. Business Reputation and

Exploitation of intellectualproperty

Development of integrated and/orquality management systemse.g. ISO 9001, 14001, OHSAS18001

View Top of form


Company:

Home.Projects

Assessment of Need

Proposal

Invoicing


Evaluation

Impact Evaluation

Activities




Funding Support




6. Compliance

5. Business Reputation and4. R and D Innovation and New3. Employment and Staffing2. Costs and Profitability

Increased business reputation within marketplace

Impact on your business’ survival



Project Outline


Company:

Home.Projects

Assessment of Need

Proposal

Invoicing


Evaluation

Impact Evaluation

Activities




Funding Support




6. Compliance5. Business Reputation and4. R and D Innovation and New3. Employment and Staffing2. Costs and Profitability

Compliance with legal or statutory regulations



Project Outline


Company:

Home.Projects

Assessment of Need

Proposal

Invoicing


Evaluation

Impact Evaluation

Activities




Funding Support


What issues/challenges do you currently face that you want to address through training?

What specific skills/knowledge does your staff need

Add Additional TrainingTraining Area (this will be a dropdown of training areas) Specialist Area (this will be a dropdown of specialist areas)

Do you want: Accredited Training Non-accredited Training No Preference

How many staff require training

Specify additional learning support

What timeframe do you have for completion of this training

What budget have you available for this training

Location of training: On-site Off-site No Preference

When are employees available for training: Mornings Afternoons Evening Saturday

• The training areas and specialist areas will be in a lookup table which will allow future addition or removal of training/specialist areas. This won’t come from the current SharePoint list as it means this system can be run independently.



Project Outline


Company:

Home.Projects

Assessment of Need

Proposal

Invoicing


Evaluation

Impact Evaluation

Activities




Funding Support


Development of a prototype Adaptation of existing products or services

Development of new products or services Adaptation of existing processes

Development of new processes Resolution of product and/or technical problems

Investigation of new technologies/processes General research (leading to research report)

Improved product design and performance Tests (leading to test results)

Drawing/designs Tests (leading to test results)

Protection of intellectual (IP) Exploitation of intellectual (IP)

Development of integrated and/or qualityManagement systems e.g. ISO 9001, 14001,OHSAS 18001

Product approval/global technical compliance(e.g. by gaining type approvals orCertificate of conformity

Other please specify

Current business model for research and innovation within your company:

We have a formal process for innovation and R and D within our company and we can bring new ideas to market rapidly and effectively

Although informal, we have good working processes for innovation and R and D and a model for bringing new ideas to market

We have some success in bringing new ideas to market, but our approach to R and D can be ad hoc or reactive



Project Outline

• The list of research and innovation areas will come from a lookup table which will mean they can be added to or marked as removed in the future.


Company:

Home.Projects

Assessment of Need

Proposal

Invoicing


Evaluation

Impact Evaluation

Activities




Funding Support


RenewablesIT

Engineering

GIS



Project Outline

• The mentoring and consultancy areas will be in a lookup table allowing future addition and marking as removed


Company:

Home.Projects

Assessment of Need

Proposal

Invoicing


Evaluation

Impact Evaluation

Activities




Funding Support


Does this company/project qualify for any of the following support funds?

Innovation voucher

Employer support programme

Customised training

HE/FE project

Other



Project Outline

• The funding support areas will be in a lookup table allowing addition and marking as removed in the future


Company:

Home.Projects

Assessment of Need

Proposal

Invoicing


Evaluation

Impact Evaluation

Activities



Project Outline


Company:

Home.Projects

Assessment of Need

Proposal

Invoicing


Evaluation

Impact Evaluation

Activities



Project Outline


Company:

Home.Projects

Assessment of Need

Proposal

Invoicing


Evaluation

Impact Evaluation

Activities



Project Outline


Company:

Home.Projects

Assessment of Need

Proposal

Invoicing


Evaluation

Impact Evaluation

Activities



Project Outline


Company:

Home.Projects

Assessment of Need

Proposal

Invoicing


Evaluation

Impact Evaluation

Activities



Project Outline


Company:

Home.Projects

Assessment of Need

Proposal

Invoicing


Evaluation

Impact Evaluation

Activities



Project Outline

Documents

SPICE M Latham ? Welcome Welcome to spice text Your Enquiries Find a Project Find a Company Create Enquiry Create Company 1 Needing Attention 1 Companies