Attention: CU*BASE Employee Security Officers. Sept. 18, 2011 Sept. 25, 2011 Oct. 3-4, 2011

Transcription

1 CU*BASE 11.3 Menu Changes Attention: CU*BASE Employee Security Officers Online CUs CU*NorthWest/CU*South Self Processing CUs REVISED Sept. 18, 2011 Sept. 25, 2011 Oct. 3-4, 2011 To Do BEFORE the Release During the week prior to the release, print a report showing your current employee menu security settings. This will make it much easier to know whose security will need to be adjusted once the release goes in. 1. From the MNAUDT menu, choose Employee Security Audit Report 2. Choose 2 = Menu Security Audit Report and pick a printer (use HOLDxx if you don t need it a hard copy) 3. Press Enter, then on the next screen enter a menu name (use the list of menus on the following pages as a guide) 4. If only one option on that menu will be changing, enter that option #; otherwise leave the Menu option field blank and the report will include all options on that menu, as follows: 4/09/10 14:07:54 TEST CREDIT UNION LEMPAU10 PAGE 1 RUN ON 4/09/10 EMPLOYEE SECURITY AUDIT REPORT USER DAWNM AS OF 4/09/10 *** MENU SECURITY - MNGELE General Ledger EMP MENU OPTIONS Y = ENABLED, BLANK = ENABLED, N = NOT AUTHORIZED, * = NOT A MENU OPTION ID AA ANNIE ANSWERS N N Y N N N * Y N N N N * * N N N N Y Y N * * * * * * * BB BETSY EMPLOYEE Y N N * N N N N * * N Y N Y Y N * * * * * * * BR BILL TESTING N N N N N * Y N N N * * N Y N N Y N * * * * * * * B1 JANE VANPERSON Y N N * N N N Y * * N Y Y Y N Y N * * * * * * * B2 JOHN A TELLER Y N Y N * Y N N N * * N N N N N N N * * * * * * * CH CARRIE HELPER Y N N Y N * N N N N Y * * N N N Y N N N * * * * * * * 5. Repeat the steps above for all menus that are changing with this release To Do AFTER the Release Compare the menu changes on the following pages to your report, looking for which employees previously had access to those options. If necessary, after the release goes in use the CU*BASE Employee Security feature to adjust employee access to these commands. 1. From the MNMGMT menu, choose CU*BASE Employee Security 2. Use F2-Menu Security to access the Update Menu Security screen 3. Use F11-Alt View to sort the list by menu name 4. In the Position to Menu Name field, enter the menu name and use Enter to display all users who currently have access to that menu 5. Select one or more users in the list (hold Ctrl and click to select multiple names), then use the Edit option to adjust access to individual menu commands 1 of 12 Rev. September 28, 2011

2 Menu Changes MNATMD Changed menu title Verbiage change only on option #20 Added options #10-12 (moved from MNRPTE) Changed #27 to #28 and updated verbiage (goes to MNCNFG) Added options #3 and #4 (moved from MNUPDA) MNAUDT Verbiage change only on option #1 Removed #21-26 to make room for future expansion (already available via option #27 on this menu, which goes to MNMGMB) Menu Changes 2 of 12 CU*BASE 11.3 Release

3 MNCNFB Removed options #12-14 (all moved to MNCNFG) Added option #27 to go to MNCNFG Added option #12 Business Unit Configuration MNCNFE Added option #21 Config Styles Available to Mbrs (remember this is for printed statements only, not e-statements) Renumbered options under Additional Menus to allow for future expansion on this menu Menu Changes 3 of 12 CU*BASE 11.3 Release

4 MNCNFG Changed menu title Verbiage change only on options #1 and #4 Added options #16-18 (moved from MNCNFB) Added option #28 to go to MNATMD MNCNFX Added option #6 to go to menu MNCNFG Menu Changes 4 of 12 CU*BASE 11.3 Release

5 MNEXL2 Deleted Menu Replaced by menus MNINDL and MNPART MNINDL New Menu (formerly MNEXL2) Moved options #1-4 from MNEXL2 Menu Changes 5 of 12 CU*BASE 11.3 Release

6 MNINQY Added option #17 OTB Direct Payment Records Inq Added option #18 Online ATM/Debt Crd/Activity Inq (same as #2 on MNATMD) Changed verbiage on #8 to Batch ATM/Debit Card Inquiry (does a canned Query of the PLASTIC file, now used only by batch ATM/Debit interfaces) MNLOAN Options #25-28 verbiage changes; jump to the new menus Menu Changes 6 of 12 CU*BASE 11.3 Release

7 MNMAST Verbiage change only on option #9 MNMGMB Options #1-9 let you compare your configuration settings with a peer CU, either one peer CU at a time, or in an aggregated listing of key config. parameters Option #16 gathers actual member stats from all online CUs for aggregate analysis Menu Changes 7 of 12 CU*BASE 11.3 Release

8 MNMGMC Verbiage changes only; added option #28 (goes to menu MNMGMB) Added new dashboards; rearranged other options to keep the dashboard list in alphabetical order: MNMGMT #18 Loan App Monthly Stats Comparison #19 Loan Queue Activity Tracking #21 New/Closed Accounts Dashboard Menu Changes 8 of 12 CU*BASE 11.3 Release

9 MNPART New Menu Replaces options on MNEXL2 MNRPTE Moved options #23-25 to MNATMD Added option #27 to go to MNATMD Menu Changes 9 of 12 CU*BASE 11.3 Release

10 MNSERV Added option #23 Work New/Closed Accounts Added option #24 Work with CTR Forms MNUPDA Removed options #20 and #21 (moved to MNATMD) Renumbered option #24 Added #27 (goes to MNATMD) Menu Changes 10 of 12 CU*BASE 11.3 Release

11 Moved #13 Create e- Statement File to #12 MNOP07 (OPER > #6) (For self processors only) Separated the options to send e-statement notification s from the option to post the fees: Option #13 will send the notifications Option #14 will post e- Statement fees/rebates, and post the new fees for printed statement styles, if any have been configured MNOP09 (OPER > #10) (For self processors only) Added option #19 Vendors for Printed Stmt Styles NOTE: This should be used only by CU*Answers staff; this global config will be shared with our cuasterisk and self processing partners. Menu Changes 11 of 12 CU*BASE 11.3 Release

12 MNOPMS (OPER > #1 > #14 > #1) (For self processors only) Added #9 Purge & Reorg ALL ISO Switches Menu Changes 12 of 12 CU*BASE 11.3 Release