USER MANUAL PROJECT MANAGER
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1 ENTERPRISE WIDE RISK MANAGEMENT DEPARTMENT (EWRM) PROJECT RISK AND INSURANCE MANAGEMENT SYSTEM USER MANUAL PROJECT MANAGER Prepared by : ERP21 SDN. BHD. LOT 8, JALAN PJU 3/39, SUNWAY DAMANSARA TECHNOLOGY PARK, PETALING JAYA, SELANGOR DARUL EHSAN. Phone No. : Fax No. :
2 Copyright 2012 ERP21 Sdn Bhd All rights reserved. No part of this publication may be reprinted, reproduced, stored in a retrieval system or transmitted, in any form or by any means, without the prior permission in writing from the owner. First published and distributed in May 2012
3 TABLE OF CONTENTS 1.0 INTRODUCTION TO PRMS VISION OF THE SYSTEM BENEFITS OF THE SYSTEM THE MAIN STAKEHOLDERS AND THE KEY BENEFITS ABBREVIATION SYSTEM LOGIN SYSTEM MANAGEMENT FORGOT PASSWORD FOR TNB STAFF PROCURE NEW INSURANCE POLICY CONTRACT OF WORKS (NEW PROJECT) TRANSIT OF TNB S ASSET AMEND/EXTEND INSURANCE POLICY AMEND/EXTEND CEAR INSURANCE POLICY AMEND/EXTEND WC INSURANCE POLICY AMEND/EXTEND MOC INSURANCE POLICY AMEND/EXTEND GIT INSURANCE POLICY NOTIFY CLAIM PROJECT LISTING NOTIFY CLAIM WITHOUT COVER VIEW EXISTING CLAIM... 44
4 1.0 INTRODUCTION TO PRMS Project Risk Management Information System (PRMS) is a new system developed for TNB s Enterprise Wide Risk Management (EWRM) department to address some the issues that are inherent in the current business processes and IT systems. 1.1 Vision of the system Vision of the system is to improve the overall management of project portfolio and project risks with special focus on the delivery of end-to-end services for insurance procurement and claim processing. The vision is supported by the following objectives. To improve Project Risk Management practices for timely and accuracy of declaration To improve recovery of loss through insurance and contractual clauses To improve communications and sharing of project insurance and claims issues with project managers and relevant departments To create a standardised platform for risk assessment of projects across TNB and To be able to measure and rank contractor performance based on their capabilities and losses incurred in the project PRMS User Manual Page 4 of 45
5 1.2 Benefits of the system The major anticipated benefits of this project as follows. All projects undertaken are adequately covered by insurance as a risk mitigation To avoid potential rejection of claims or unresolved claims due to incomplete, inaccurate or missing information To improve process efficiency and stakeholder satisfaction by lowering cost of processing and faster service turnaround time whilst maintaining the agreed quality targets To has more time available for EWRM to focus on value-adding, strategic and planning activities to take the business to the next level of service performance through continuous business process improvements 1.3 The main stakeholders and the key benefits Stakeholder TNB Management Key Benefits assurance that the company comply fully to the national laws and other regulatory bodies requirements with respect to OSH more accurate and up-to-date information to improve policy decision making especially in the areas of risk management, OSH and tender management PRMS User Manual Page 5 of 45
6 Enterprise Wide Risk Management Department (EWRM) comprehensive overview of project portfolio (project value, status, performance, etc) improve overall customer service (faster service turnaround time) reduce incidents of unsuccessful claims improve insurer s confidence of TNB projects monitor project manager & contractor performance deliver a more comprehensive project risk management platform better handling of critical equipments better detection of fraud Project Manager easier to complete project risks documentations (available guides/templates on-line) easier to communicate or share critical project information e.g. project issues improve customer service (more efficient insurance submission & claims processing) improve decision making due to availability and accuracy of critical project information easier to monitor contractor performance Insured Party assurance that all risks are adequately covered adequately reduce time in claims processing due to faster investigation time Insurance Company (Insurer) or Broker on-line access to insurance request resulting in faster turnaround time for insurance proposal & quotations (elimination of errors due to manual input, incomplete PRMS User Manual Page 6 of 45
7 information, etc) Contractor Logistics Service Department Finance Department Risk Managers & Coordinator Occupational Safety & Health Legal Services Procurement Department HODs ICT Department improve quality of project deliverables due to improvements in insurance & claims processes timely and more accurate information to improve logistics planning and scheduling earlier notification for payments disbursement (improve cash flow planning) avoid potential penalty due to missed or late premium payments ability to check/verify that all projects have completed risk assessment especially >RM100m assurance that critical risks are being managed & monitored proactively by project managers ability to check/verify project conformance to OSH standards, policy and guidelines complete and timely submissions of OSH-related incidents single and up-to-date copy of all contract documents faster preparation and review of contract documents with version controls more accurate & timely information to improve procurement planning availability of contractor/supplier performance data is useful for future contract negotiations more accurate and timely KPI reporting easier to support the system post-live (from many applications to only a few) PRMS User Manual Page 7 of 45
8 1.4 Abbreviation Abbreviation PRMS TNB EWRM ERP21 ICT HOD OSH Descriptions Project Risk and Insurance Management System Tenaga Nasional Berhad Enterprise Wide Risk Management Department ERP21 Sdn Bhd Information and Communication Technology Head of Department Occupational Safety & Health PRMS User Manual Page 8 of 45
9 2.0 NEW USER REGISTRATION A new user is required to register online as a main pre-requisite to access to the system. Please follow the steps given below. 1) Open Internet Explorer (IE) browser in your desktop. 2) Please visit and a main page of the system will be displayed as in figure 1. 3) Click at New User Registration. There are 2 types of user registration i.e. registration for TNB s and non TNB s staff. Figure Registration of TNB S Staff Figure 2 1) Select Yes at dropdown menu. PRMS User Manual Page 9 of 45
10 2) Click Next button. Figure 3 1) Fill up the form. 2) Click Register button to register user. Figure 4 1) Pop-up message will display. 2) Click OK button. System will automatically activated user as Project Manager and may login to the system. PRMS User Manual Page 10 of 45
11 2.2 Registration of Non-TNB S Staff Figure 5 1) Select user type. 2) Click Next button. Figure 6 3) Select user role. 4) Click Next button. PRMS User Manual Page 11 of 45
12 Figure 7 5) Fill up the form. 6) Click Cancel button to cancel registration. 7) Click Register button. Figure 8 8) Pop-up message will be display. 9) Click OK button. PRMS User Manual Page 12 of 45
13 3.0 SYSTEM LOGIN Figure 9 Log into the system using your Staff No as Username and password as the Password to log into the system as in Figure 9. 1) Enter username and password. 2) Click Login button. 4.0 SYSTEM MANAGEMENT 4.1 Forgot Password for TNB Staff Figure 10 1) Select Yes at dropdown menu. 2) Click at AD Password System hyperlink. 3) System will directly go to TNB s AD Password System. PRMS User Manual Page 13 of 45
14 5.0 PROCURE NEW INSURANCE POLICY 5.1 Contract of Works (New Project) 1) Go to menu Insurance Procurement >> Procure New Insurance Policy as in Figure 11. Figure 11 2) Select CONTRACT OF WORKS at Type of works / services. Click Next button as in Figure 12. Figure 12 3) Click Enter New Project Information button as in Figure 13. Figure 13 PRMS User Manual Page 14 of 45
15 4) Complete all information in tab Project Details, Project Manager Information, and Contractor Information. Click Save button. Please refer to Figure 14 until 16. Figure 14 Figure 15 PRMS User Manual Page 15 of 45
16 Figure 16 5) A pop up message will be displayed in Figure 17 when the record is successfully saved. Click OK button. Figure 17 6) In Search Existing Project screen as in Figure 18, at the bottom of the page is a List of Project. Click hyperlink at the selected column namely as Contract No. to view the project details and/or to request for insurance policy. You may search your project by using the filtering component provided. Enter one or combination of information and click Search button. PRMS User Manual Page 16 of 45
17 Figure 18 7) In Project Information screen, you are able to view your Project Details, Project Manager Information and Contractor Information. Please refer to Figure 19. Figure 19 Click Edit Information button to edit the project information as in Figure 20. Click Save button after editing information is complete. PRMS User Manual Page 17 of 45
18 Figure 20 8) As in Figure 19, click Request for Insurance button to request insurance policy of the selected project. 9) Select insurance policy required and click Next button as in Figure 21. Figure 21 PRMS User Manual Page 18 of 45
19 10) Click at the selected insurance tab (e.g. CEAR Insurance Policy) and key in all the information required. Click Save button to save the record. Please refer to Figure 22. Figure 22 11) A pop up message will be displayed as follows when the record is successfully saved as in Figure 23. Click OK button. Figure 23 PRMS User Manual Page 19 of 45
20 12) The information will automatically display at the bottom of the screen as in Figure 24. To add new request of same insurance policy type, follow step 19 until 21. Figure 24 13) Repeat step 19 until 21 to key in another insurance policy i.e at the tab of MOC Insurance Policy and GIT Insurance Policy. Please refer to Figure 25 and 26. PRMS User Manual Page 20 of 45
21 Figure 25 Figure 26 PRMS User Manual Page 21 of 45
22 14) For tab WC Insurance Policy, data will automatically captured upon CEAR Insurance Policy is saved. Even though, the value of Estimated Total Wages and Party to Pay Premium of the WC insurance policy may be updated once click at the hyperlink in the column of Estimated Total Wages (RM) as in Figure 27 and 28. Figure 27 15) Once information is edited, click Save button to save the record. Figure 28 16) Click Submit to Insurer button to submit all the insurance policies saved. Figure 29 17) Confirmation message box appear. Click OK button to proceed OR Cancel button to cancel submission. Figure 30 PRMS User Manual Page 22 of 45
23 18) Following message will be displayed upon successful submission. Click OK button. Project Manager and Contractor will receive acknowledgement that the insurance application has been sent to insurer. Figure Contract for Services 1) Go to menu Insurance Procurement >> Procure New Insurance Policy as in Figure 32. Figure 32 2) Select CONTRACT FOR SERVICES at Type of works / services. Click Next button. Figure 33 PRMS User Manual Page 23 of 45
24 3) Key in Project Information and click Submit button. User Manual Project Manager Figure 34 4) A pop up message will be displayed in Figure 35 when the record is successfully saved. Click OK button. Figure 35 5) The information will automatically display at the bottom of the screen as in Figure 36. Under column of Action, either click edit button or delete button to edit or delete the record. Edit the record and click Submit button to submit the record. EWRM is able to access and edit the information submitted by the Project Manager. Figure 36 PRMS User Manual Page 24 of 45
25 5.3 Transit of TNB s Asset 1) Go to menu Insurance Procurement >> Procure New Insurance Policy. Figure 37 2) Select TRANSIT OF TNB S ASSET at Type of works / services. Click Next button. Figure 38 3) Click Request for Insurance button as in Figure 39. Figure 39 4) Key in details of the information and click Save button to save the record. To save and add new record of GIT click Save & Add New GIT button as in Figure 30. PRMS User Manual Page 25 of 45
26 Figure 40 6) A pop up message will be displayed in Figure 41 when the record is successfully saved. Click OK button. Figure 41 PRMS User Manual Page 26 of 45
27 7) The information will automatically display at the bottom of the screen as in Figure 42. Figure 42 8) The following pop up message will be displayed in Figure 43 when the record is successfully submitted. Click OK button. To add more request, repeat step 14 until 18. Figure AMEND/EXTEND INSURANCE POLICY 1) Go to menu Insurance Procurement >> Amend/Extend Insurance Policy. Figure 44 2) In Insurance Amendment/Extension screen, under List of Project, click hyperlink of project s contract number namely as Contract No. To view project details and list of insurance policy that has been issued cover note or invoice or policy as in Figure 45 and 46. You may also search your project by using the filtering component provided. Enter one or combination of information and click Search button. PRMS User Manual Page 27 of 45
28 Figure 45 Figure 46 PRMS User Manual Page 28 of 45
29 6.1 Amend/Extend CEAR Insurance Policy 1) Under List of CEAR, click hyperlink at the column of Site/Location/Route for the insurance policy that required amend/extend as in Figure 47. Figure 47 2) Amend/extend policy information. Please refer to Figure 48. Figure 48 PRMS User Manual Page 29 of 45
30 3) Upload evidence document by clicking Browse. button. Please refer to Figure 49. Figure 49 4) Please refer to Figure 50 to choose file to upload, enter Description and click Upload button. Figure 50 5) Document uploaded will be displayed at the bottom of the page as in Figure 51. You may delete the document by single click at delete button or upload another evidence document by repeating step 13 and 14. PRMS User Manual Page 30 of 45
31 Figure 51 6) Click Submit button to submit your amendment/extension application. The following pop up message will be displayed in Figure 52 when the policy is successfully submitted. Click OK button. Project Manager and Contractor will receive acknowledgement that the insurance amendment/extension application has been sent to insurer. Figure 52 7) If the WC insurance policy is pairing with the CEAR policy in step 6, the policy will automatically amended and submitted to insurer. 6.2 Amend/Extend WC Insurance Policy 1) Under List of WC, click hyperlink in column Site/Location/Route for the insurance policy that need to be amend/extend. Figure 53 PRMS User Manual Page 31 of 45
32 2) Amend Estimated Total Wages. Figure 54 3) Upload evidence document by clicking button Browse. Figure 55 4) Choose file to upload, enter Description and click Upload button. Figure 56 PRMS User Manual Page 32 of 45
33 5) Document uploaded will be displayed at the bottom of the page as in Figure 57. You may delete the document by clicking delete button or upload another evidence document by repeating step 13 and 14. Figure 57 6) Click Submit button to submit your amendment/extension application. The following pop up message will be displayed in Figure 58 when the application is successfully submitted. Click OK button. Project Manager and Contractor will receive acknowledgement that the insurance amendment/extension application has been sent to insurer. Figure Amend/Extend MOC Insurance Policy 1) At List of MOC, click hyperlink in column Cargo Owner for the insurance policy that need to be amend/extend. Figure 59 PRMS User Manual Page 33 of 45
34 2) Amend/extend policy information. Figure 60 PRMS User Manual Page 34 of 45
35 3) Upload evidence document by clicking Browse button. User Manual Project Manager Figure 61 4) Choose file to upload, enter Description and click Upload button. Figure 62 5) Document uploaded will be displayed below Upload button. You may delete the document by single click at delete button or upload another evidence document by repeating step 13 and 14. Figure 63 PRMS User Manual Page 35 of 45
36 6) Click Submit button to submit your amendment/extension application. 7) A pop up message will be displayed upon successful submission. Click OK button. Project Manager and Contractor will receive acknowledgement that the insurance amendment/extension application has been sent to insurer. Figure Amend/Extend GIT Insurance Policy 1) At List of GIT, click hyperlink in column Cargo Owner for the insurance policy that need to be amend/extend. Figure 65 2) Amend/extend policy information. Figure 66 PRMS User Manual Page 36 of 45
37 3) Upload evidence document by clicking Browse button. User Manual Project Manager Figure 67 4) Choose file to upload, enter Description and click Upload button. Figure 68 5) Document uploaded will be displayed below Upload button. You may delete the document by clicking delete button or upload another evidence document by repeating step 13 and 14. Figure 69 6) Click Submit button to submit your amendment/extension application. PRMS User Manual Page 37 of 45
38 7) A pop up message will be displayed upon successful submission. Click OK button. Project Manager and Contractor will receive acknowledgement that the insurance amendment/extension application has been sent to insurer. Figure NOTIFY CLAIM 1) Go to menu Insurance Claim >> Search Existing Project. Figure Project Listing 1) Under the list of project manager s project, click hyperlink in column Contract No to notify claim for the selected project. You may search your project by using the filtering component provided. Click Search button. Please refer to Figure 66. Figure 72 PRMS User Manual Page 38 of 45
39 2) You may search your project by using the filtering component provided. Click Search button. 3) Enter claim information. Figure 73 4) On selecting Insurance Policy, list of policy (that has been paid) for the selected policy type will be displayed below. Choose one policy from the list. Figure 74 PRMS User Manual Page 39 of 45
40 5) For Witness Name and Contact No, enter information and click Save button. Record will be displayed bottom of the page. Repeat the same step for more than one witness. Figure 75 6) Click Save button to save the record. A pop up message will be displayed when the record is successfully saved. Click OK button. Figure 76 7) The information is saved and will be displayed at the bottom of the page. You may edit the information before submitting to insurer by clicking Edit button under Action column. Figure 77 8) Add more claim notification for same project repeating step 72 until 76. Submit all claims by clicking button Submit to Insurer. Confirmation message box appear. Click OK button to proceed OR Cancel button to cancel submission as in Figure 77. PRMS User Manual Page 40 of 45
41 Figure 78 9) A pop up message will be displayed upon successful submission of the claim(s) to insurer. Click OK button. Insurer will receive acknowledgement that claim(s) notification has been submitted to them. Please refer to Figure 76. Figure Notify Claim Without Cover 1) If your project is not listed in List of Project, click at hyperlink HERE to Notify Claim. Figure 78` 2) Enter project details and click Next button as in Figure 74. 3) Edit the information of Project Manager and click Next button as in Figure 75. 4) Select Contractor s Company Name and tick person in charge. Click Next button as in Figure 79. PRMS User Manual Page 41 of 45
42 Figure 79 Figure 80 PRMS User Manual Page 42 of 45
43 Figure 81 5) Enter Claim Information and click Save button as in Figure 82. Figure 82 PRMS User Manual Page 43 of 45
44 6) A pop up message will be displayed upon successful saving. Click OK button. Figure 83 7) List of notified claim will be displayed as follows for editing or deletion. Figure VIEW EXISTING CLAIM 1) Go to menu Insurance Claim >> View My Existing Claim. Figure 85 2) List of Claim will be displayed as in Figure 84. You may search your existing claim by using the searching component provided and click Search button. Click at hyperlink in column Party Making Claim to view loss details. 3) List of Claim is displayed in Figure 84 as Loss Details. 4) Please refer to Figure 84 to view Loss details. PRMS User Manual Page 44 of 45
45 Figure 86 Figure 87 PRMS User Manual Page 45 of 45
USER MANUAL CONTRACTOR
ENTERPRISE WIDE RISK MANAGEMENT DEPARTMENT (EWRM) PROJECT RISK AND INSURANCE MANAGEMENT SYSTEM USER MANUAL CONTRACTOR Prepared by : ERP21 SDN. BHD. LOT 8, JALAN PJU 3/39, SUNWAY DAMANSARA TECHNOLOGY PARK,
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