WEB PORTAL ASSET PORTFOLIO USER GUIDE

Transcription

1 Introduction WEB PORTAL ASSET PORTFOLIO USER GUIDE Version : 1.0 Approved August 2009 NGM Portal User Guide_ V1 Approved.doc 1 of 42

2 Introduction Contents INTRODUCTION... 3 PORTAL LOGON... 6 ASSET PORTFOLIO... 8 VIEW ASSET DETAILS... 9 CHANGE ADDRESS DETAILS CHANGE ASSET DETAILS VIEW CHANGE LOG NAVIGATION TO OTHER SCREENS FROM VIEW ASSET WORK NGM Portal User Guide_ V1 Approved.doc 2 of 42

3 Introduction Introduction The is a tool designed for Suppliers to allow them to raise specific requests to National Grid Metering online: It allows Suppliers to raise requests in three areas of Rainbow SAP: Enquiries, and Asset Field Work. Depending on individual end user requirements some users will have view access only. The screens will reflect this with buttons and fields greyed out or even buttons missing if changes are not permitted. This document is a User Guide for functionality and assists the user to navigate around this functionality of the system; it recommends data or actions throughout and shows examples of the information returned following an input. There is no fuzzy matching facility available within the. Pressing on the Return key will not necessarily enter the information that has been input, the user must check that it is entered correctly as some inputs can only be entered by using the mouse and clicking on the appropriate buttons. Please refer to the RGMA manual for a glossary of the fields. There are various appendices at the back of this manual, which help the user complete certain screens, for example which fields are mandatory. The following table has a few icons and buttons that are used within the Portal system that the user may find useful. Icon/Button Description Function/Instruction Radio button Click on it to select Date Field data entry field Drop down arrow Back button Next button Create button Submit Click on Calendar icon to select the date To show menu To go back to the previous screen To go to the next screen To create something To confirm input NGM Portal User Guide_ V1 Approved.doc 3 of 42

4 Introduction Search Get Assets Save Continue to the next screen View Change Log Change Address Details Change Asset Details Cancel option Asset Field Work option Enquiries option To view Work Request Data Clarifications Asset Work Enquiry View Create Ok to confirm input Search for the value input To get the asset details. To save an input Continues the action being carried out To view any changes Change details of the address Change details of the asset To cancel the data entered in the screen and go back to previous screen Displayed in top menu bar of the portal screen Displayed in top menu bar of the portal screen Displayed in top menu bar of the portal screen Shows Work Request details To view all data clarifications Asset work Screen Enquiry screen Displays details Navigates to create screen After making an input Error message appears next to area where info is required Error message displayed at the foot of the screen Context help displayed on screen 1st button is to go up 2 nd button is go to previous page 3 rd button is go to previous entry 4 th button is go to next entry. 5 th button is go to next page NGM Portal User Guide_ V1 Approved.doc 4 of 42

5 Introduction 6 th button is go to last page Change log shows the date, the action and the SAP ID of the person who made the changes, the page numbers are displayed at the bottom right hand side of the screen, it also shows the number of pages, There can be as many as 200 entries. If the word Pending is displayed in the action column then that denotes a change has been made that day, however, it will not show as Change within the action column, until the following day as it is an overnight process. Access to the View Only Users who have View only access, will be able to view their details only and will not be able to Create or Change any details whatsoever. Read/Write Users that have Read/Write access will not only be able to View they will also be able to Create and Change details within their own Portfolio. View only will allow the user to View; - View Asset Details Includes full asset details provided they are the appointed Supplier. View Basic Asset Details includes; Meter Point Reference numbers [MPRN s] Postal code, Model code and Capacity of any assets held. View the Address View Change Log Read/Write only will allow the user to View/Create and Replan - Change Address Details Change Asset Details NGM Portal User Guide_ V1 Approved.doc 5 of 42

6 Portal Logon Access Internet browser from user desktop 1. Double click The relevant icon to access the Browser OR Enter https//ukmeteringportal.natgrid.co.uk. Address bar NGM Portal User Guide_ V1 Approved.doc 6 of 42

7 Disclaimer screen 2. Click Login screen 3. Enter User ID 4. Enter Password 5. Click Log on NGM Portal User Guide_ V1 Approved.doc 7 of 42

8 Default Landing Page View/Change allows a search for a specific asset by searching on MPRN, Manufacturer Serial Number or Post Code. The minimum search is Postal Code, the most efficient search is by MPRN, only one value may be entered at any one time, there is no fuzzy matching available in the Portal. There are two areas as follows: 1) View Asset Details 2) View Basic Asset Details View Asset Details allows the Supplier to display detailed asset information of their Portfolio. (Only appointed Suppliers will view Asset Details). View Basic Asset Details allows the display of details for an asset regardless of the Supplier. NGM Portal User Guide_ V1 Approved.doc 8 of 42

9 1. Click To access the View/Change initial screen on header any time/any navigation step with in portal View Asset Details Enter search criteria 2. Enter Meter Point Reference Number To search using Meter Point Reference Number Or Manufacturer Serial Number To search using Serial Number Or Postal code To search using Postal code NGM Portal User Guide_ V1 Approved.doc 9 of 42

10 View Asset Details radio button will automatically default, remember to click View Basic Asset Details radio button to view Basic Asset Details for non-appointed MPRNs. 3. Click Asset list radio button 4. Click Get Assets button OR Press the Tab key to highlight the Get Assets button and press the Enter key Asset Details Asset List is displayed in a tabular format on the screen with first row highlighted 5. Click Scroll down To view the Asset Details. NGM Portal User Guide_ V1 Approved.doc 10 of 42

11 Asset Details To re use the search facility in the, click on the refresh icon and the Search screen NGM Portal User Guide_ V1 Approved.doc 11 of 42

12 Enter search criteria (Post Code) 6. Enter Postal Code Do not enter asterisks *, enter only the outcode, it will display all postal codes related to the outcode, eg; B91 will display B91 3DL, B91 4DE, B91 4FX etc, The full postal code is the fastest search. 7. Click Basic List Radio button 8. Click Get Assets button NGM Portal User Guide_ V1 Approved.doc 12 of 42

13 Asset Details from the 'Basic List' option The Basic Details for the asset are displayed regardless of Supplier ownership The entries are displayed in a table. For multiple entries a page will display 10 records and a maximum of 200 entries will be displayed for any search criteria input. 9. Click Scroll bar in table To view the Asset list NGM Portal User Guide_ V1 Approved.doc 13 of 42

14 Enter Search Criteria 10. Enter MPRN 11. Click Asset list radio button 12. Click Get Assets button 'Asset List' radio button will automatically default, remember to click Basic list radio button to Basic list for non-appointed MPRNs. NGM Portal User Guide_ V1 Approved.doc 14 of 42

15 Enter your search criteria 1. Enter Meter Point Reference Number Or Manufacturer Serial Number Or Postal Code 2. Click Asset list radio button 3. Click button Get Assets press the Tab key to highlight the Get Assets button and press the Enter key NGM Portal User Guide_ V1 Approved.doc 15 of 42

16 Asset details from the 'Asset List' button 4. Click Asset Row 5. Click to Scroll Down To View all the Asset Details Including the Address Details. NGM Portal User Guide_ V1 Approved.doc 16 of 42

17 Asset Details Address details are also displayed NGM Portal User Guide_ V1 Approved.doc 17 of 42

18 When the asset details are displayed there are several options available: 1) Asset Edit 2) Address Edit 3) View Change log The Edit Asset Details and Address Details buttons will be visible only if the user has the authorization to do Miscellaneous Data Amendments. Links to other areas like View Enquiry, Create Enquiry, View Work Request and Create Work Request will be enabled if the user has appropriate authorization. 6. Click Address Edit button NGM Portal User Guide_ V1 Approved.doc 18 of 42

19 There are 2 options, 1. Cancel 2. Save Click Cancel button to cancel changes made & wish to go back. Click save button to save the change made to Address Details 7. Click Cancel button. User is navigated to asset details page with a message Address edit was cancelled. 8. Or Click Save button. NGM Portal User Guide_ V1 Approved.doc 19 of 42

20 Change Address Details The Postal code field will be validated and the following formats are validated: AN NAA ANN NAA AAN NAA AANN NAA ANA NAA A Transaction Reference number is required for any changes that happen within. NGM Portal User Guide_ V1 Approved.doc 20 of 42

21 Change Address Details 9. Enter Transaction Reference number and update the changes 10. Click Save button. Address Edit When there are no changes and the user has clicked on the Save button then the following screen is displayed, informing the user that no change has been made to the Address details, displayed in the screen. 11. Enter Alterations required 12. Click Save button. NGM Portal User Guide_ V1 Approved.doc 21 of 42

22 Address Edit Successful Update The changes will not be displayed immediately. Changes saved are updated in the system overnight. NGM Portal User Guide_ V1 Approved.doc 22 of 42

23 Change Asset details 1. Enter MRPN Or Manufacturer Serial Number Or Postal Code 2. Select Asset List Radio Button 3. Click NGM Portal User Guide_ V1 Approved.doc 23 of 42

24 Any alterations done using the undergo the same validations as they would if they were sent by batch via the IX, and are listed in the MAM manual. 4. Click Asset Row 5. Click to Scroll Down To view all the Asset Details 6. Click Asset Edit button. NGM Portal User Guide_ V1 Approved.doc 24 of 42

25 There are 2 options, 1. Cancel 2. Save Click Cancel button to cancel changes made & wish to go back. Click save button to save the change made to Asset Details 7. Click Cancel NGM Portal User Guide_ V1 Approved.doc 25 of 42

26 User is navigated to asset details page with a message Asset edit was cancelled. Changes can be entered into the fields displayed as white. Any fields displayed as grey cannot be changed, these are view only fields. NGM Portal User Guide_ V1 Approved.doc 26 of 42

27 Change Asset details 1. Click Save button A Transaction Reference number is required for any changes that happen within. Error message is displayed if an attempt is made is to save changes with out Transaction Reference Number 2. Enter Transaction Reference number NGM Portal User Guide_ V1 Approved.doc 27 of 42

28 Change Asset details When there are no changes and the user has clicked on the Save button then the following screen is displayed, informing the user that no change has been made to the Address details, displayed in the screen. 3. Enter Alterations required 4. Click Save button To Save all the changes made NGM Portal User Guide_ V1 Approved.doc 28 of 42

29 Change Asset details If the document is saved, user is navigated to asset details page with a message Asset updated successfully. The changes will not be reflected/displayed immediately. Changes saved are updated in the system overnight. If several changes are made to either an address or asset within the same day only the last change per field will be processed. When updating the manufacturer serial number, year and manufacturer, the combinations have to be accurate to reflect the data held in the system. NGM Portal User Guide_ V1 Approved.doc 29 of 42

30 View Change log A record exists for all the Changes made to the asset or address, this log can be displayed. When displaying the change log on the same day as the change was made, the changes will be displayed as Change Pending, once the change has been processed it will be displayed as Changed, the next day, as it is an overnight process. Enter your search criteria 1. Enter Meter Point Reference Number 2. Click Asset list radio button NGM Portal User Guide_ V1 Approved.doc 30 of 42

31 3. Click Assets button 4. Click Asset Row 5. Click to Scroll Down Get OR press the Tab key to highlight the Get Assets button and press the Enter key To view all the Asset Details 6. Click View Change Log button To View any changes made NGM Portal User Guide_ V1 Approved.doc 31 of 42

32 View Change log Changes are displayed in date order; further entries are available on subsequent pages. Use the arrows within the window to navigate to the data. 7. Click Back button To go back to asset details NGM Portal User Guide_ V1 Approved.doc 32 of 42

33 Navigation to other screens from View Asset Work Enter search criteria 1. Enter Meter Point Reference Number Asset list radio button will automatically default, remember to click Basic list radio button to Basic list for non-appointed MPRN s 2. Click Asset list radio button 3. Click button Get Assets Alternatively press the Tab key to highlight the Get Assets button and press the Enter key NGM Portal User Guide_ V1 Approved.doc 33 of 42

34 Asset Details 4. Click to Scroll down NGM Portal User Guide_ V1 Approved.doc 34 of 42

35 5. Click Popup Menu NGM Portal User Guide_ V1 Approved.doc 35 of 42

36 Asset Details NGM Portal User Guide_ V1 Approved.doc 36 of 42

37 Asset Details 6. Click View link from Enquiries NGM Portal User Guide_ V1 Approved.doc 37 of 42

38 Asset Details to View Enquiry View Enquiry Screen with list of enquiries against the MPRN. NGM Portal User Guide_ V1 Approved.doc 38 of 42

39 Asset Details to Create Enquiry 7. Click Create Enquiries link from NGM Portal User Guide_ V1 Approved.doc 39 of 42

40 Asset Details to Create Enquiry NGM Portal User Guide_ V1 Approved.doc 40 of 42

41 Asset Details to View Asset Work 8. Click View link from Asset work NGM Portal User Guide_ V1 Approved.doc 41 of 42

42 Asset Details to Create Asset Work 9. Click Create link from Asset Work NGM Portal User Guide_ V1 Approved.doc 42 of 42