third party access to the management system existing...

18
1 Third Party access to The Management System – existing users Applying for access to TMS VERSION A1.0

Upload: others

Post on 08-Jun-2020

6 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Third Party access to The Management System existing userscontent.tfl.gov.uk/external-access-quick-guide-existing-users.pdf · 1. All content and documents are moving from SharePoint

1

Third Party access to The Management System – existing users

Applying for access to TMS

VERSION A1.0

Page 2: Third Party access to The Management System existing userscontent.tfl.gov.uk/external-access-quick-guide-existing-users.pdf · 1. All content and documents are moving from SharePoint

2

What is happening?

EXTERNAL ACCESS QUICK GUIDE

Page 3: Third Party access to The Management System existing userscontent.tfl.gov.uk/external-access-quick-guide-existing-users.pdf · 1. All content and documents are moving from SharePoint

3

What is happening?

EXTERNAL ACCESS QUICK GUIDE

The Management System (TMS) is moving all its documents from SharePoint 2007 to a new

version of SharePoint called SharePoint 2013 (SP13) .

Rule Books and

access information

Work Instructions

Procedures

Forms

Guidance

Reference

Processes

Specifications

Page 4: Third Party access to The Management System existing userscontent.tfl.gov.uk/external-access-quick-guide-existing-users.pdf · 1. All content and documents are moving from SharePoint

4

Impact: look and feel of new site

EXTERNAL ACCESS QUICK GUIDE

Navigation to your documents will be different. You will be able to access your

documents more easily via simpler menus and search functions.

Simpler

menus

Page 5: Third Party access to The Management System existing userscontent.tfl.gov.uk/external-access-quick-guide-existing-users.pdf · 1. All content and documents are moving from SharePoint

5

Impact: look and feel of new site

EXTERNAL ACCESS QUICK GUIDE

When you have been successfully registered, you will receive an email invite.

Click on the link in the TMS invitation email, then click on the menu items on the

left to navigate to your documents.

TfL Pathway - documents listed and grouped

Management System - documents listed

Rule Book home page

Invitation email – with link to TMS

Left

hand

menu

Page 6: Third Party access to The Management System existing userscontent.tfl.gov.uk/external-access-quick-guide-existing-users.pdf · 1. All content and documents are moving from SharePoint

6

Applying for access

to your documents

EXTERNAL ACCESS QUICK GUIDE

Page 7: Third Party access to The Management System existing userscontent.tfl.gov.uk/external-access-quick-guide-existing-users.pdf · 1. All content and documents are moving from SharePoint

7 EXTERNAL ACCESS QUICK GUIDE

First, check that your email address is a business

email address:

• If yes, then skip the next slide

• If no, then go to the next slide

Requesting access to SharePoint

[email protected]

[email protected]

[email protected]

[email protected]

Examples of social email addresses that

are not permitted

@aol.com, @blueyonder.co.uk,

@btconnect.com, @btinternet.com,

@fsmail.net, @gmail.com,

@googlemail.com, @hotmail.co.uk,

@hotmail.com, @icloud.com, @live.co.uk,

@live.com, @me.com, @msn.com,

@ntlworld.com, @o2.co.uk, @sky.com,

@supanet.com, @talktalk.net,

@tiscali.co.uk, @virginmedia.com,

@yahoo.co.uk, @yahoo.com, @ymail.com

You must provide a business email address.

Social accounts like yahoo, gmail and

hotmail; or consumer accounts like

btinternet.com and virginmedia.com, will

not be accepted.

Page 8: Third Party access to The Management System existing userscontent.tfl.gov.uk/external-access-quick-guide-existing-users.pdf · 1. All content and documents are moving from SharePoint

8 EXTERNAL ACCESS QUICK GUIDE

Creating a business email address

If you work for an employer, request that they

provide you with an email address.

If you are self employed, you will need to buy a

business email account as follows:

1. Google or search on ‘Business email’ or

‘professional email’ for a list of sites.

2. Create an account as instructed.

Page 9: Third Party access to The Management System existing userscontent.tfl.gov.uk/external-access-quick-guide-existing-users.pdf · 1. All content and documents are moving from SharePoint

9 EXTERNAL ACCESS QUICK GUIDE

You will receive an email invite to access the application.

1. Click on the ‘Get Started ‘ link in the email below.

Invitation to accept

You must click on the link in your

email within 30 days. Otherwise you

will have to re-apply for access to

SharePoint.

Page 10: Third Party access to The Management System existing userscontent.tfl.gov.uk/external-access-quick-guide-existing-users.pdf · 1. All content and documents are moving from SharePoint

10 EXTERNAL ACCESS QUICK GUIDE

2. Click next.

Invitation to accept

3. Perform the following:

• Enter your business email

address

• Create a password

• Enter information or your

name in ‘Tell us a bit about

yourself

• Select ‘Next’

Page 11: Third Party access to The Management System existing userscontent.tfl.gov.uk/external-access-quick-guide-existing-users.pdf · 1. All content and documents are moving from SharePoint

11 EXTERNAL ACCESS QUICK GUIDE

You will be prompted to

check your email for a

verification code.

4. check your email for a

verification code.

Invitation to accept

5. Check your email and note

the verification code.

Page 12: Third Party access to The Management System existing userscontent.tfl.gov.uk/external-access-quick-guide-existing-users.pdf · 1. All content and documents are moving from SharePoint

12 EXTERNAL ACCESS QUICK GUIDE

6. Enter the verification code

and click finish.

Invitation to accept

Page 13: Third Party access to The Management System existing userscontent.tfl.gov.uk/external-access-quick-guide-existing-users.pdf · 1. All content and documents are moving from SharePoint

13 EXTERNAL ACCESS QUICK GUIDE

You will be prompted to log into your

business email address.

7. Enter your business email address

and password and click ‘Sign in’.

Your account will now be registered and

you will receive an invitation to log into

The Management System .

Invitation to accept

Page 14: Third Party access to The Management System existing userscontent.tfl.gov.uk/external-access-quick-guide-existing-users.pdf · 1. All content and documents are moving from SharePoint

14 EXTERNAL ACCESS QUICK GUIDE

Invitation to TMS SharePoint site

Email invitation

You will automatically receive an email

invitation to log into The Management

System .

8. Click on the highlighted link to

display the TMS home page.

Page 15: Third Party access to The Management System existing userscontent.tfl.gov.uk/external-access-quick-guide-existing-users.pdf · 1. All content and documents are moving from SharePoint

15

New site pages and documents

EXTERNAL ACCESS QUICK GUIDE

TfL Pathway documents

London Underground

Rule Book home page

9. Click on the left hand menu to navigate to your documents.

Left hand menu on TMS home page

Page 16: Third Party access to The Management System existing userscontent.tfl.gov.uk/external-access-quick-guide-existing-users.pdf · 1. All content and documents are moving from SharePoint

16

New site pages and documents

EXTERNAL ACCESS QUICK GUIDE

10. Log out of SharePoint when you have finished using the site.

If you do not log into SharePoint for 90 days, your account will automatically expire and you

will have to re-apply for access to SharePoint.

Page 17: Third Party access to The Management System existing userscontent.tfl.gov.uk/external-access-quick-guide-existing-users.pdf · 1. All content and documents are moving from SharePoint

17 EXTERNAL ACCESS QUICK GUIDE

1. All content and documents are moving from SharePoint 2007 to SharePoint 2013 in the third

quarter 2017.

2. You must use a business email address to access the new site in SharePoint 2013.

3. The look and feel of the site will change, however:

• The documents will not be changing

• You will be able to download and view your documents from the new site (as you currently

do in SharePoint 2007)

4. You must respond to your registration invite within 30 days otherwise your request for access

will be cancelled.

5. Log into the site regularly. If you do not log into the site for 90 days, your account will

automatically expire and you will have to re-apply for access to your documents.

Summary

Page 18: Third Party access to The Management System existing userscontent.tfl.gov.uk/external-access-quick-guide-existing-users.pdf · 1. All content and documents are moving from SharePoint

18

Contact Management System:

Pathway:

Rule Books:

[email protected]

[email protected]

[email protected]