2023 Chile Claro Project_iEPMS Quick User Guide

How to Upload and Submit Task Documents

Applicable to: ZTE, Claro and Partner Users

 1 Login iEPMS with Personal Account

2 Upload and Submit Document for a Single Task

CONTENTS
3 Upload and Submit Documents in Batch
 1. Login iEPMS with Personal Account Internal Use▲

n Step1: Login iEPMS with personal account and password.

Step1 iEPMS Address: https://iepms.zte.com.cn

n Step2: Select and enter the target project

(1) Click “All Projects” in “My Projects” pannel on

the bottom-right corner of the page.

Step2 (1) (2) Input the project name or project code in the
filter textbox to find the target project

(3) Select the target project and add to the

Step2 (2) Step2 (3)
“Selected” project list

(4) Click “Confirm” to add the project to the “My

Projets” list

(5) Click the target project in “My Projets” list to

enter the project
Step2 (5)
Note: By default, when a user login iEPMS,
Step2 (4) system will directly jump to the project he/she
loged in last time, and he/she no need to click the
project from “My Projects” list again.
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 2. Upload and Submit Document for a Single Task - (I) Search the Target Task Internal Use▲

n Step1: Search the task

(1) (1) Click My Workbench -> My Task to open my task page

(2) User can input the site code or site name in the search textbox or click “Advanced Query” to input
more keywords to serch the target task.

(3) Click the task name to open the task

Note:

① If a user can't find the target task after

search with keywords, it means the task is
not assigned to him/her yet.

② In “My Task” page, user can only select

(2) “To Be Submitted” and “To Be Rectified”
from the “Task and Document Status”
dropdown list to filter out all the tasks
which need to be sumited with
(3) documemts by himself/herself.

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 2. Upload and Submit Document for a Single Task - (II) Upload Document and Submit Internal Use▲

n Step1: Click “Document Deliverables” tab to view the documents to be

uploaded

n Step2: Check document upload requirements

Step1
(1) Check the “Document Template” of each document classification,
Step3
download the template and make sure the doument to be uploaded are
prepared based on the specified template;

(2) Check the “Naming Rule” of each document classification, and make
sure the document name comply with the naming rule. User can also copy
the name from the Example

n Step3：Upload Doument

（1）Click “Upload Document” button to upload document;

Step2 (2)
（2）or click “Auto-Generate Document” button to generate document
online if this button is available.

n Step4：Submit Deliverables

（1）Click “Submit Deliverables” button to submit document to ZTE

Note:
Step2 (1)
① For mandatory document deliverable, user must upload a document;
for optional document deliverable, user must upload a document if ths
Step4 DU involve this document or he/she must check the “This DU does not
involve this document deliverbale” option.
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② Once submit the deliverable, the document can not be updated by the
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task resposible person unless ZTE reject the document.
 3. Upload and Submit Documents in Batch - (I) Select Target Document Deliverable Internal Use▲

n Step1: Click the “Batch Uploading Files” button in My Task page to open the batch
Step1 upload window

n Step2: Click “Add Document Deliverable” button in Match File tab to

n Step3: Find and check the one or more target document deliverables, and then click
“Confirm”

Note:

① The user can only find the doument deliverable which he/she is currently assigned
with tasks

② In the "Please select document deliverables" pop-up window, user can filter
document deliverables by keywords: DU Model, Activity Name, Project Document
Classification, Naming Rules, and Submission Format.
Step2

(2)

Step3

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 3. Upload and Submit Documents in Batch - (II) Add Matching Files and Upload Internal Use▲

n Step1: Click “Add File to be Matched” button to select local files and the
matching result of each document will show after the matching is completed

n Step2: Upload the successfully matched documents

n Step 3: Input a description for the upload and check “Automatically Sumit
Document Deliverable”, and then confirm the upload

Step1 Note:

① The system can only upload the documents that are successfully matched.
When the matching fails or is abnormal, the system also gives a description
of the matching status for troubleshoot.

② If user does not check the “Automatically Sumit Document Deliverable”

option, system will only upload the documents but not sumit deliverable,
Step2 which means the documents are still in draft status and the document
apporval flow will be be triggered.

Step3

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Thank You