Standards Infobase - how to access the new features

1. If your system is run with the Administrator function turned off (click on “Administrator” in the left gutter, “Login” and the page will say “Administrator function is not turned on”) proceed as follows:-

a) Automanage Bookmarks. In the left gutter click on “Bookmark“ and “Set Options“. Select the Bookmark list to change from the pull-down list. Select the “Automanage selected bookmark”. A list of options will appear. Select the options you want for your Bookmark list.

Note: Select “Confirmation required before doing the above” if you would like to confirm the changes from the email updates you receive each month. This means that your selections for Automanage will not automatically happen until you click on a link contained in the monthly email notifications.

When you have made your selections click on “Apply”. Note you will continue to receive your monthly email notifications in exactly the same way as before.

b) Standing Order Plan. The Standing Order Plan runs from the Bookmark lists. In the left gutter click “Bookmark“ and “Set Options“. Select the Bookmark for your Standing Order Plan from the pull-down list. Select “Standing Order Plan on Selected Bookmark” and click “Apply”. A form appears. Complete this form, print it out and sign it, and send it to ILI by post, fax or email. Your Standing Order Plan will then be activated by ILI.

c) Standards Manager. To in-put your own standards data, click on Standards Manager in the left gutter. Then click on “Add new record” and enter your record details in the grid that appears. Alternatively you can import an electronic file of your records by clicking on “Import” and then mapping your data to the Standards Manager fields.

d) Save Search. Type in your search criteria. Click on “Save search” in the left gutter. Enter your email address in the box and click Apply. You will receive a monthly email detailing new or revised standards with that saved search criteria.

e) Document Alerts and Duplicate Ordering can only be turned on by your system Administrator. Please contact ILI for your Administrator password.

2. If your system is run with the Administrator function turned on (click on Administrator in the left gutter, Login and the page will say “Administrator function is turned on”), you will need to contact your Administrator to turn on the functions you want. If you are the Administrator, proceed as follows:-

a) Click on “Administrator” on the left panel and “Login”. Enter your password and click “Apply”. To give all users of Standards Infobase access to any of the functions listed above, click on the boxes beside each function as required on the User Permissions screen. Once a function has been allowed, then proceed as above.

b) Document Alerts. Click on “Document Alerts” under the “Administrator” in the left gutter. Click on the “Yes” radial button beside “Enable Document Alerts?” and click “Apply”. The system will then start to collect information on documents you order and emails will be sent to the email address on the order if the document is updated.

c) Duplicate Ordering. Click on Ordering under “Administrator” in the left gutter. Click the “Enabled” box to receive a warning when you place an order that your company has ordered the document before, and the email address of the person who ordered the document.