SET-UP ACCOUNT AND LOGGING IN TO PRO CLB

Log-in PRO CLB

  1. Open your preferred browser, either Google Chrome or Microsoft Edge.
  2. Copy the URL/link for PRO CLB and paste it into the browser address bar.
  3. Click the Access button to proceed.
  4. Enter your Username and Password, then click Log In.

Set-up (2FA) Two-Factor Authentication using mobile phone application

  1. Open the App Store (iPhone) or Google Play Store (Android).
  2. Install any of the following:
    • Google Authenticator
    • Authy
    • Microsoft Authenticator
  3. Open PRO CLB and log in.
  4. Scan the generated QR code.
  5. Enter the generated 6-digit verification code.
  6. Click Complete Setup.

ADMIN MAINTENANCE

Create User Account

  1. Click Users from the Side Panel.
  2. Click Add New User.
  3. Enter the required user details.
  4. Assign module permissions.
  5. Click Submit.

Create Vendor

  1. Click Vendors.
  2. Click Add New Vendor.
  3. Enter all required details.
  4. Click Submit.

Create Business Unit

  1. Click Business Units.
  2. Click Add New Business Unit.
  3. Enter all required details.
  4. Click Submit.

Create DMS Locations

  1. Click DMS Locations.
  2. Click Add New Location.
  3. Enter all required details.
  4. Click Submit.

Create DMS Teams

  1. Click DMS Teams.
  2. Click Add New Team.
  3. Enter all required details.
  4. Click Submit.

Create Organization Units

  1. Click Organization Units.
  2. Click Add New Organization.
  3. Enter all required details.
  4. Click Submit.

Add User To Organization Unit

  1. Click Add User.
  2. Select the user, role, and validity dates.
  3. Click Submit.

CREATION OF REQUEST

Create Request

Follow Steps 1 to 4 to create and submit a request.

Create Request as Draft

Use the Save as Draft option before final submission.

Update Request

Locate the request from Dashboard or Request Register List and click Edit.

Delete Request

Only requests with Draft status can be deleted.

APPROVAL OR REJECTION OF REQUEST

Approve or Reject Request in PRO CLB

  1. On the Side Panel, click on Dashboard or Request to access the list of pending requests.
  2. Click on the desired status counter panel (e.g., Within, Beyond, Overdue) to display the list of corresponding requests.
    • Within - Request with For Validation status, submitted previous date or later, and pending within 24 hours from the time it was submitted for validation based on the 3PM cutoff.
    • Beyond - Request with For Validation status where the submission date is today and the time is beyond the cut-off time of 3:01 PM.
    • Overdue - Request with For Validation status and pending more than 24 hours from the time it was received under Within.
  3. Click the view/details icon to open the request details and attachments.
  4. For Approvals: Click the Approve button, input Remarks, then assign a DMS Encoder in SYNQ.
    For Rejections: Click the Reject button, select a Rejection Type from the dropdown menu, and input Rejection Remarks in the provided field.
  5. Click Yes to proceed.

RECEIVE REQUEST

Receive Request in PRO CLB

  1. On the Side Panel, click Receive Document.
  2. In the Search bar:
    • Option 1: Manually input the Request Number.
    • Option 2: Use a barcode scanner to scan the request barcode for quick retrieval.
  3. Click the Search button.
  4. Once the Request Number is entered or scanned, the system will display the corresponding record.
  5. For Approvals: Click the Approve button, input Remarks, then assign a DMS Encoder in SYNQ.
    For Rejections: Click the Reject button, select a Rejection Type from the dropdown menu, and input Rejection Remarks in the provided field.
  6. Click Yes to proceed.

DELEGATION OF REQUEST

Content to be added.