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Published by charlotte.guilhem, 2021-05-06 10:57:54

Discover MyRef Home Page

Keywords: home page

Welcome to MyRef
training module

Discover MyRef Home Page

This tutorial displays the ergonomics and the main functionalities
of MyRef Home Page.

DMCOM - April 2021

The menu at the top right of your screen allows you to set
up your interface. 

DMCOM_AD_HD MyRef Tutorial - Discover MyRef Home Page 06/04/2021 2

Choose the language of your interface (choice between French and English). 

Configure the receipt of MyRef notifications (the modalities of this setting are explained
in the tutorial titled Setting up Notifications and Alerts). 

Access the Yammer Help MyRef Community to discover guides, tutorials and tips
related to the use of the tool.

DMCOM_AD_HD MyRef Tutorial - Discover MyRef Home Page 06/04/2021 3

Good to know! Simple References are automatically generated on MyRef
from Artelia Group’s ERP and CRM systems. Reference Sheets are also
automatically generated on MyRef from Artelia Group’s ERP and CRM
systems when the amount of the case is greater than €300,000.

The SEARCH section allows you to search using filters. A tutorial Searching for a
Reference is available in the MyRef training module and explains this functionality
in detail.

The ACTIONS PENDING section visible on MyRef home page notifies
the different categories of users of actions they have to carry out
(Assistant / Refereer, Project Manager, Manager, Administrator).

DMCOM_AD_HD MyRef Tutorial - Discover MyRef Home Page 06/04/2021 4

Reference to be completed: reference whose content needs to be completed
and modified. Click on Save once the modifications have been made.
Reference to be validated: completed simple Reference awaiting validation.
Sheet creation requests: request issued by a colleague, in order to create a
Reference Sheet from a simple Reference, needs to be validated.

Proposals for Update of References are automatically sent to you in the
ACTIONS PENDING section in the following cases:
. Completion of the service.
. Completion of the project in the management system.
. Updating of the existing system.

Good to know! Comments published by contributors about a
Reference are visible in the ACTIONS PENDING section.

DMCOM_AD_HD MyRef Tutorial - Discover MyRef Home Page 06/04/2021 5

Translation requests to be validated
The Manager must authorise the
implementation of the translation of
a Reference. When the translation is
carried out by a specialized agency,
he must also approve the quotation
corresponding to the translation costs.

Thanks to the LATEST REFERENCES
section, consult the latest References
validated in the MyRef tool related to
your branch.

DMCOM_AD_HD MyRef Tutorial - Discover MyRef Home Page 06/04/2021 6

According to your profile, you can consult the reporting charts of
References. To restrict the scope of your search, we recommend
you to select the period and the Business Unit or sector.

The REFERENCES STATUS chart
compiles the References generated
by the Artelia Group’s ERP and CRM
systems that need to be completed,
are awaiting validation or have been
validated. The data in this chart can be
exported to an Excel file.

DMCOM_AD_HD MyRef Tutorial - Discover MyRef Home Page 06/04/2021 7

The UPDATES TO DO chart allows
you to consult the updates which
must be made in the following
three cases:

• Closing References.
• Recovery of the existing content.
• End date of work expired.

The EXPORTED REFERENCES
chart allows to identify which
sectors of Artelia Group have
extracted your References.

Thank you for your attention!

DMCOM_AD_HD MyRef Tutorial - Discover MyRef Home Page 06/04/2021 8


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