Smart Connection User Guide

Size: px
Start display at page:

Download "Smart Connection User Guide"

Transcription

1 User Guide Issue 1.4 May /59

2 CONTENTS 1. Introduction and Overview Profiles and Privileges in Interactions with Oberthur s Personalisation Systems... 3 Transmission / Input File Referencing... 3 Batching Using Login... 5 Logging In and Language Selection... 5 Resetting a Password... 6 Changing Passwords Login using WebSTIC...10 Inserting the WebSTIC...10 Registration...12 Login...14 WebSTIC Welcome Screen and Language Selection Logging Out Viewing and Processing Messages...18 Viewing and Processing Messages Searches and Queries...20 Searching Transmissions...20 Searching Jobs...22 Searching Packages...24 Searching Inventory...27 Exporting Query Results Pulls...30 Creating Pulls...30 Searching Pulls Reports Admin Viewing Administration Options Customers and Sub-Customers User Profiles...40 Adding New Profiles...40 Modifying an Existing Profile...43 Deleting and Existing Profile (Admin Users Only) Users...47 Adding a New User...47 Searching for Users and Modifying Users Messages...52 Adding System Messages...52 Disabling or Updating System Messages /59

3 4. Appendix A Privileges by Profile /59

4 1. Introduction and Overview is a data warehousing system which allows external and internal customers to view access to job status, card detail information, and fulfillment inventory levels (Americas only at the time of issue). This User s Guide explains how to use Oberthur Technologies system. It is intended for customers with User level privileges, Administrator level privileges and Systems level privileges. 1.1 Profiles and Privileges in is designed to be used by the customer. Each user has a profile, based on the level of access or privileges needed. User privileges come from the profiles attached to the specific customer. Users can perform the tasks only for that customer and the associated objects (e.g. profiles, users, etc.) Appendix A provides a listing of privileges belonging to Administrator and User levels. 1.2 Interactions with Oberthur s Personalisation Systems Transmission / Input File Referencing is populated with data from the Oberthur s Personalisation Systems. Generally Data is received as Transmissions / Input Files. Each group of Transmissions / Input Files is allocated a Transmission ID which maybe a unique numeric or alpha-numeric reference depending on the site / system processing the Transmission / Input File, e.g or CTSTL HBSTL If a Transmission / Input File contains both Card Personalisation and PIN Mailer requests, then the Transmission may have two references on..e.g. CTSTL for the card Personalisation requests And MTSTL for the PIN Mailer requests 3/59

5 Batching Requests contained within Transmissions / Input Files are ordered into batches with common characteristics, e.g. Card Type. These batches have a reference attached to the Transmission ID / Input File ID, e.g. CTSTL PER0001 for batch 1 of CTSL CTSTL PER0002 for batch 2 of CTSL or for batch 1 of for batch 2 of /59

6 2. Using 2.1 Login Logging In and Language Selection Access the system on the internet at (Your Administrator will advise which URL you should use) or A login screen similar to the one below will be shown: Figure 1 The Login Screen If using Internet Explorer 7 or greater the service will detect the default language of the browser. If supported, the Login screen will be displayed in the appropriate language. The Language may be manually chosen by using the flags across the top of the screen. Clicking on a flag will select the appropriate language (i.e. US, French, UK, Mexican, Spanish, Polish in the example above). 5/59

7 Type your username and password, then click Login. Note: Usernames and passwords are case sensitive. The Welcome screen is displayed. Figure 2 The Welcome Screen Warning: After 5 unsuccessful login attempts, your account will be disabled. To have your account reactivated, notify your Administrator to enable the account. We suggest choosing Forgot Password? Reset Password Here after the third unsuccessful attempt. Resetting a Password 6/59

8 Click Reset Password Here from the Login screen to reset your password. You may reset your password at any time. Use this option if you forget your password or find that your password is not working for any reason. The Login Reset Password screen is displayed. Figure 3 The Login Reset Password Screen Verify that the Username shown is correct and click Submit. The following message is displayed: Password successfully reset. Password ed to address on record. Typing an incorrect Username will generate an error message. Usernames are case sensitive. Open the containing the reset password and follow the directions given. Click Return to login page on the password reset screen or click the link provided in the . Type your Username, type the reset password from the , and click Login. If the Username and password are correct, the Member Portal Change Password screen is displayed, showing the message Your password has expired. You will be able to access other functionality after changing the password. Note: Passwords expire every 60 days. 7/59

9 Figure 4 The Member Portal Change Password Screen Type the old password, type the new password, and then confirm the new password by retyping it in the entry box. The Welcome screen appears see above for details 8/59

10 Changing Passwords Click the Administration tab at the top of the window to access Administrative functions. Click Change Password on the menu at the left of the screen. The Member Portal Change Password screen is displayed. Figure 5 The Member Portal Change Password Screen Type the old password and new password and retype to confirm the new password in the entry boxes provided. Click Update. The following message is displayed to confirm the password change: Your password has been updated successfully. 9/59

11 2.2 Login using WebSTIC Inserting the WebSTIC When accessing using WebSTIC, insert the WebSTIC into a spare USB port, as shown in the figure below: Figure 6 Inserting a WebSTIC If the autorun feature is enabled on your system the registration process will start. If the autorun feature is disabled use Windows explorer and browse to the WebSTIC as follows: Figure 7 Browsing to the WebSTIC Drive 10/59

12 Select the WebSTIC drive and run the application WebSTIC.exe as shown in the figure below: Figure 8 WebSTIC Selecting and running the WebSTIC application The WebSTIC application will then start. Figure 9 WebSTIC application starting 11/59

13 Registration Note: Completing the Registration Process will disable your Username / Password Login. Access to the system will then only be possible using the registered WebSTIC. Before you can use your WebSTIC to access the service it must first be registered. Once the WebSTIC application is running, it will connect with the service and check if the WebSTIC is Registered or not. If the WebSTIC has not been registered then the following screen will be displayed: Figure 10 Starting WebSTIC Registration The user is prompted to enter their current username and password details. Clicking on the Register button brings up the following screen: 12/59

14 Figure 11 Setting your WebSTIC PIN Enter your chosen PIN Code on the key pad. A * will appear for each digit entered. Use the C button to correct a digit and the X button to start the entry again. Once you have entered your chosen PIN code, click the Enter button to move to the next step PIN Code Confirmation as shown in the figure below: Figure 12 WebSTIC PIN Confirmation Screen Re-enter your chosen WebSTIC PIN and click the Enter button to complete the registration process. This completes the registration process and the login process will now begin. 13/59

15 Login If the WebSTIC has already been registered, then after inserting the WebSTIC (and if required manually starting the WebSTIC application) the following screen is displayed to the user: Figure 13 WebSTIC Login Screen Enter your chosen PIN Code on the key pad which you set during the Registration Process. A * will appear for each digit entered. Use the C button to correct a digit and the X button to start the entry again. Once correctly entered, the WebSTIC Login Screen will be displayed. Warning: After 3 unsuccessful PIN entry attempts, your WebSTIC will be disabled. To have your WebSTIC reactivated, notify your Administrator. 14/59

16 WebSTIC Welcome Screen and Language Selection Once successful WebSTIC login has been completed the following Welcome Screen is displayed: Figure 14 WebSTIC Welcome Screen A choice of language may be made by clicking on the Flags are the top of the screen, e.g the French flag for French language, the Spanish flag for Spanish language, etc. Messages are shown at the top of the screen as they are for the Username / Password Login. Clicking on the messages will take the user to the Message Detail Screen. The results of transmission searches only show what has been done with the transmission. 15/59

17 2.3 Logging Out For security reasons, Log out of when not in use. Correctly ending the session will ensure that temporary internet files and settings are cleared. Click Logout in the navigation menu at the left of the screen. This option is available in both the Smart Connection tab and Administration tab menu choices. Note: Inactive sessions time out after 15 minutes. To login after that time out, you will be prompted re-enter your Username and Password or to re-insert / start your WebSTIC. Figure 15 The Welcome Screen The process of Logging out will update the system with logout time and date and end the current session. Optionally (depending on your login method), please remove your WebSTIC from the USB port. 16/59

18 Things to keep in mind: For security purposes, the Back button on your browser will not take you to the previous screen. Use the menu on the left to navigate back to the area you want to view. 17/59

19 2.4 Viewing and Processing Messages Viewing and Processing Messages Messages are displayed on the Welcome screen immediately following a successful login. Messages are sent for a variety of reasons, including alerting the user about scheduled maintenance, new features or some kind of system generated warning. In the example shown below, the user has a warning message about an inventory shortage. Click Details to open the message. The Message Details screen is displayed. Figure 16 The Message Details Screen The Message Details screen contains detailed information including Title, Priority, Message Author, Expiration Date and Message Text. Messages can be sorted by Title, Priority and Date. The Message Details screen displays 20 items per page. Click the page control buttons (page #, Next, or Last) to see additional items. Inventory shortage warning messages will contain the list of inventories that are running below a preset level. 18/59

20 Click Details to open any of the inventory items displayed. The Item Details screen is displayed. Figure 17 The Item Details Screen The Item Details screen contains detailed information including Customer Name, Item Type, OCS Item #, Quantity On Hand, Quantity In Process, Available Quantity, Last Received, Last Usage, Reorder Point, and Inventory References. 19/59

21 2.5 Searches and Queries Searching Transmissions The results of transmission searches only show what has been done with the transmission. The results of transmission searches do not show the status of the cards within that transmission. Click the tab at the top of the window to access functions. Click Transmissions (Input Files) to specify search options. The Transmission (Input File) Search screen is displayed. Figure 18 The Transmission Search Screen Select or type the search criteria such as: Customer Name Select the specific customer from the dropdown or choose All if the customer name is unknown. Include Sub-Customers - Check the Include Sub-Customer checkbox to search Customer and Sub-Customers data. Leave this checkbox unchecked to search only Customer data. Source system - Select the Service Centre where the transmission is processed or choose All if the Service Centre is unknown. OCS Transmission Id - Type the Transmission Id if known or leave this entry blank. File Received - Change the File Received date range if your transmission is out of the current range. Click Search to run the query. 20/59

22 The Transmission Search screen is displayed. Figure 19 The Transmission Search Screen, Showing Query Results Export the list as described in Exporting Query Results. Click Details to display detailed information for each transmission Figure 20 The Transmission Details Screen 21/59

23 The Transmission Details screen contains the File Received date, Process date, number of jobs in the transmission, OCS Job Number, Product Type and Job Status. Searching Jobs Click the tab at the top of the window to access functions. Click Jobs on the menu at the left of the screen. The Search Job screen is displayed. Figure 21 The Search Job Screen Select or type the search criteria such as: Customer Name Select the specific customer from the dropdown or choose All if the customer name is unknown. Include Sub-Customers Check the Include Sub-Customer checkbox to search Customer and Sub-Customers data. Leave this checkbox unchecked to search only Customer data. Source system Select the Service Centre where the package is processed or choose All if the Service Centre is unknown. OCS Job Number - Type the job number or leave this entry blank. Product Type Select Starts With or Contains from dropdown box and then type the full or partial product type or leave this entry blank. Job Status Select the job status or choose All if the status is unknown. File Received - Change the File Received date range or accept the default current range. Click Search to run the query. 22/59

24 The Search Job screen is displayed. Figure 22 The Search Job Screen, Showing Query Results 20 jobs are displayed per page. Click the page numbers or Next / Last to view additional pages. Export the list as described in Exporting Query Results. Click Details to display detailed information for each job. The Job Details screen is displayed. Figure 23 The Job Details Screen The Job Detail screen contains job information including Job Status, Planned Shipment Date, Actual Shipment Date, Job PIN Status, Number of Cards, Number of Forms, Number of PINs, Number of Inserts, and Number of Packages. 23/59

25 Click the link on Number of Packages to see the list of packages for the job. Searching Packages Click the tab at the top of the window to access functions. Click Packages on the menu at the left of the screen. The Package Search screen is displayed. Figure 24 The Package Search Screen If you click on Enable Date Range button, it enables the File Received date range so that user can search according to file received date range. Select or type the search criteria such as: Customer Name Select the specific customer from the dropdown or choose All if the customer name is unknown. Include Sub-Customers Check the Include Sub-Customer checkbox to search Customer and Sub-Customers data. Leave this checkbox unchecked to search only Customer data. Source system Select the Service Centre where the package is processed or choose All if the Service Centre is unknown. Account Holder Number Type the 16-digit account holder number or leave this entry blank. Account Holder Name Select Starts With or Contains from dropdown box and then type the full or partial account holder name or leave this entry blank. Package Status Select the package status or choose All if the status is unknown. Tracking Number Type the accurate tracking number or leave this entry blank. 24/59

26 File Received Date Enter the valid date range to search the packages within. Make sure you enter the date range within 90 days because we purge the data older than 90 days. Click Search to run the query. The Package Search screen is displayed. Figure 25 The Package Search Screen, Showing Query Results Up to 1000 packages may be displayed with the system showing a maximum of 25 packages per page. Click the page numbers or Next / Last to view additional pages. Export the list as described in Exporting Query Results. Click Details to display detailed information for each package. The Package Details screen is displayed. 25/59

27 Figure 26 Shipping Details The Package Details Screen, Showing the Shipping Details Frame The Shipping Details frame displays information about the shipment. Click the Tracking Number link for SHIPPED packages to track the package using the FedEx or UPS tracking websites. The Tracking Number will be blank until the package ships. In the example below, the package has been shipped via FedEx. The FedEx Track website is displayed, showing detailed results of the shipment. Figure 27 The FedEx Track Detailed Results Screen 26/59

28 Package Contents The Package Contents frame shows a list of items included in the shipment. Click the Item ID to view details about each item. The Item Details screen is displayed. Figure 28 The Item Details Screen The Item Details screen shows detailed information about the item including Item Type, Quantity On Hand, Quantity In Process, Available Quantity, Reorder Point, and Inventory References. Searching Inventory Note: Inventory functions are only currently available from Service Centres in the Americas. Inventory functions are expected to be made available from other Service Centres during Click the tab at the top of the window to access functions. Click Inventory on the menu at the left of the screen. 27/59

29 The Inventory Search screen is displayed. Figure 29 The Inventory Search Screen Select or type the search criteria such as: Customer Name Select the specific customer from the dropdown or choose All if the customer name is unknown. Include Sub-Customers - Check the Include Sub-Customer checkbox to search Customer and Sub-Customers data. Leave this checkbox unchecked to search only Customer data. Source system - Select the Service Centre where the transmission is processed or choose All if the Service Centre is unknown. Item Type Select the Item type or choose All if the item type is unknown. OCS Item # - Type the job number or leave this entry blank. Item Reference Select Starts With or Contains from dropdown box and then type the full or partial item reference string or leave this entry blank. Description Select Starts With or Contains from dropdown box and then type the full or partial description or leave this entry blank. Click Search to run the query. 28/59

30 The Inventory Search screen is displayed. Figure 30 The Inventory Search Screen, Showing Query Results 20 items are displayed per page. Click the page numbers or Next / Last to view additional pages. Export the list as described in Exporting Query Results. Click Details to display detailed information for each item. The Item Details screen is displayed as shown above. 29/59

31 Exporting Query Results Click the appropriate Export Options control at the bottom of the list to export the complete list of data to CSV, EXCEL or XML format. The Export file is limited to the first 1,000 records of the query. Figure 31 The Transmission Detail Screen, Showing Export Options 2.6 Pulls Creating Pulls Access the Pull Form from the Package Details screen as described in Exporting Query Results. Scroll forward to display the Get Pull Form option at the bottom of the screen. 30/59

32 Figure 32 The Package Details Screen Click Get Pull Form to access the Pull/Expedite Request. The Oberthur Card Systems PULL/Expedite Request screen is displayed, prepopulated with the data of the package. Figure 33 The Oberthur Card Systems PULL/Expedite Request Screen Scroll forward to enter additional information, e.g. Figure 34 The Oberthur Card Systems PULL/Expedite Request Screen 31/59

33 Select or type the pull criteria the data for all mandatory fields as shown in the example below. will run validation checks on all mandatory fields. A dialog box will be displayed for any errors, with instructions for correcting the error, as shown in the example below Figure 35 The Pull Form Error Dialog Box, with Instructions for Correcting the Error Click on the Submit PULL button to register the request. An electronic copy of the Pull Request will automatically ed to Requester, Customer Service Rep and directly to the Pulls Team in the Service Centre. 32/59

34 Searching Pulls Click the tab at the top of the window to access functions. Click Pulls on the menu at the left of the screen. The Pull Search screen is displayed. Figure 36 Select or type the search criteria such as: The Pull Search Screen Customer Name Select the specific customer from the dropdown or choose All if the customer name is unknown. Include Sub-Customers Check the Include Sub-Customer checkbox to search Customer and Sub-Customers data. Leave this checkbox unchecked to search only Customer data. Source system Select the Service Centre where the pull is processed or choose All if the Service Centre is unknown. Account Holder Number Type the 16-digit account holder number or leave this entry blank. Account Holder Name Select Starts With or Contains from dropdown box and then type the full or partial account holder name or leave this entry blank. Click Search to run the query. The Pull Search screen is displayed, showing query results. 33/59

35 Figure 37 The Pull Search Screen, Showing Query Results Click Details to display detailed information for each pull. The Pull Detail screen is displayed. Figure 38 The Pull Details Screen 34/59

36 2.7 Reports Note: Reports are available upon request. Click the tab at the top of the window to access functions. Click Reports on the menu at the left of the screen. The Search Report screen is displayed. Figure 39 The Search Report Screen Click Next to open the search screen. Figure 40 The Search Report Screen Select or type the search criteria such as: Customer Name Select the specific customer from the dropdown or choose All if the customer name is unknown. Include Sub-Customers Check the Include Sub-Customer checkbox to search Customer and Sub-Customers data. Leave this checkbox unchecked to search only Customer data. Category Select the specific category from the dropdown or choose All if the category is unknown. 35/59

37 Subcategory 1 Select a specific subcategory from the dropdown or choose All if the subcategory is unknown. Subcategory 2 Select a second specific subcategory from the dropdown or choose All if the subcategory is unknown. File Name Select Starts With or Contains from dropdown box and then type the full or partial file name or leave this entry blank. Report Generation Date Type a report generation date range, use the date tool provided to select a date or accept the default current range. Click Search to run the query. The Report Listing screen is displayed. Figure 41 The Report Listing Screen Click Download to open and optionally save each report. The File Download dialog box appears. 36/59

38 Figure 42 The Report File Download Dialog Box Click Open or Save to either open or save the report. Click Open to view the report. Reports stored as.txt file types will be viewed using notepad. Reports stored as.pdf file types will be viewed with Adobe Acrobat Reader. Figure 43 The Report Display Screen Click Save to save the file on your local machine. The Save As window is displayed. Save the file as usual to any available drive or directory. 37/59

39 Figure 44 The Report Save As Dialog Box 38/59

40 3. Admin 3.1 Viewing Administration Options Click the Administration tab at the top of the window to access Administrative functions. The Customer Admin and User Admin menus are displayed on the left. Figure 45 The Member Portal Customers Screen Note: Users without Administrator level privileges will only see Change Password and Logout in Administration tab. 3.2 Customers and Sub-Customers By default, all users attached to a customer have access to information for all of its Sub-Customers down in the tree. Users do not have access to any information for the customer that is above in the tree or in the same level in the tree from the current branch. 39/59

41 Example: Assume Customer A is the top customer and B and C are Sub-Customers of Customer A. Sub-Customers D and E are the Sub-Customers of B, as shown in below. Figure 46 Example of a Customer Hierarchy Tree The user for Sub-Customer B will have access to Sub-Customer D and Sub-Customer E. The user for Sub-Customer B can not access Customer A and Sub-Customer C. Customer A and Sub-Customer C are not even visible to Sub-Customer B. 3.3 User Profiles Adding New Profiles 40/59

42 Click the Administration tab at the top of the window to access Administrative functions. Expand the Customer Admin menu, and then click Add Profile. The Member Portal Add Profile screen is displayed. Type the profile name and select the customer for which you are creating the profile. Select the privileges from the Admin tab to create the Admin profile. Figure 47 The Member Portal Add Profile Screen, Admin Tab 41/59

43 Select privileges from the User tab as shown below. Figure 48 The Member Portal Add Profile Screen, User Tab Click Next to proceed. The confirmation screen is displayed. Figure 49 The Member Portal Add Profile Screen, User Privileges Confirmation Review the information. Click Add to confirm. 42/59

44 A confirming message, Profile successfully added, is displayed. Modifying an Existing Profile Click the Administration tab at the top of the window to access Administrative functions. Expand the Customer Admin menu, and then click Profiles. The Member Portal Profiles screen is displayed. Figure 50 The Member Portal Profiles Screen Select or type the search criteria such as Customer Name Select the specific customer from the dropdown or choose All if the customer name is unknown. Include Sub-Customers Check the Include Sub-Customer checkbox to search Customer and Sub-Customers data. Leave this checkbox unchecked to search only Customer data. Profile Name Select Starts With or Contains from dropdown box and then type the full or partial profile name or leave this entry blank. Click Search to run the query. 43/59

45 The Profiles screen is displayed. Figure 51 The Member Portal Profiles Screen, Showing Query Results Select one or more of the corresponding checkboxes and then click Delete to delete one or more profiles. Click the appropriate Profile Name to modify the profile. The Member Portal Profile screen is displayed. Figure 52 The Member Portal Profile Screen, Admin Privileges Tab Click Update to open the profile in update mode. 44/59

46 Figure 53 The Member Portal Profile Screen, User Tab Make the necessary changes and click Next. The Member Portal Profile Confirmation screen is displayed. Click Update to confirm the changes. A confirming message, Profile successfully updated, is displayed: 45/59

47 Deleting and Existing Profile (Admin Users Only) Click the Administration tab at the top of the window to access Administrative functions. Expand the Customer Admin menu, and then click Profiles. The Member Portal Profiles screen is displayed. Note: Profiles which are assigned to users may not be deleted. These profiles do not have a checkbox for deletion. Figure 54 The Member Portal Profiles Screen Select one or more of the corresponding checkboxes and then click Delete to delete one or more profiles. The following message is displayed: Please press the OK button to delete the selected profiles. Unclick any profiles that you do not want to delete. 46/59

48 Figure 55 The Member Portal Profiles Screen, Delete Confirmation Click Ok to confirm the deletion. A confirming message, Profile deletion successful, is displayed. 3.4 Users Adding a New User Note: Create Profiles BEFORE adding a new User. See Customer Admin for details about creating profiles. Click the Administration tab at the top of the window to access Administrative functions. The Customer Admin and User Admin menus are displayed on the left. Expand the User Admin menu, and then click Add User. The Member Portal Add User screen is displayed. User Details is highlighted as the first of 3 steps. 47/59

49 Figure 56 The Member Portal Add User, User Details Screen Select or type the user information: User Id User Id is case sensitive, unique to the user and is frequently the user s address. Primary Customer Select the Primary Customer for the user from the list provided. User First Name User Last Name Click Next to continue. The Member Portal Add User screen is displayed. Authorities are highlighted as the second of 3 steps. Figure 57 The Member Portal Add User Screen, Profile Authorities 48/59

50 Select only one Profile option and type the Phone Number in the entry box provided. Click Next to continue. The Member Portal Add User screen is displayed. Confirm is highlighted as the last of 3 steps. Figure 58 The Member Portal Add User Screen, Confirmation Verify that all information is correct, then click: Add if the information is correct, or Prev to jump to a previous screen and make corrections. A confirming message, User successfully added, is displayed. Searching for Users and Modifying Users Click the Administration tab at the top of the window to access Administrative functions. The Customer Admin and User Admin menus are displayed on the left. Expand the User Admin menu, and then click Users. The Member Portal Users screen is displayed. 49/59

51 Figure 59 The Member Portal Users Screen Select or type the search criteria such as: Customer Name Select the specific customer from the dropdown or choose All if the customer name is unknown. Include Sub-Customers Check the Include Sub-Customer checkbox to search Customer and Sub-Customers data. Leave this checkbox unchecked to search only Customer data. User Name Select Starts With or Contains from dropdown box and then type the full or partial user name or leave this entry blank. Profile Name Select Starts With or Contains from dropdown box and then type the full or partial profile name or leave this entry blank. User First Name Select Starts With or Contains from dropdown box and then type the full or partial user first name or leave this entry blank. User Last Name Select Starts With or Contains from dropdown box and then type the full or partial user last name or leave this entry blank. Enabled Select the Enabled or Disabled from the dropdown or choose All if the condition is unknown. Status Select the status from the dropdown or choose All if the status is unknown. Click Search to run the query. 50/59

52 The Member Portal Users screen is displayed, showing the query results. Figure 60 The Member Portal Users Screen, Showing Query Results Select the user or users to be modified by checking the checkbox to the left of the user name. Figure 61 The Member Portal Users Screen, Disable Option Four options are available, corresponding to four command buttons at the bottom of the screen: Enable, Disable, Reset Password and Delete. 51/59

53 1. Enable the user Select the user and click Enable. The confirmation screen is displayed, asking you to confirm enabling the selected user. Click Ok to confirm. A confirming message, Enable action successful, is displayed: 2. Disable the user Select the user and click Disable. The confirmation screen is displayed, asking you to confirm disabling the selected user. Click Ok to confirm. A confirming message, Disable action successful, is displayed: 3. Reset the Password Select the user and click Reset Password. The confirmation screen is displayed, asking you to confirm resetting the password for the selected user. Click Ok to confirm. A confirming message, Password reset action successful, is displayed: 4. Delete the user Select the user and click Delete. The confirmation screen is displayed, asking you to confirm deleting the selected user. Click Ok to confirm. A confirming message, User deletion successful, is displayed: 3.5 Messages Adding System Messages Use this option to add new system messages for Customers and Sub-Customers to be displayed when the user logs in. Click the Administration tab at the top of the window to access Administrative functions. The System Messages menu is displayed on the left. Expand the System Messages menu, and then click New Message. 52/59

54 The Member Portal System Messages screen is displayed. Figure 62 The Member Portal System Messages Screen Move customer names from the Potential Customers pane into the Selected Customers pane using one of the following methods: Double click the customer name to move one name at a time, Click >> to move all customer names from the Potential Customers pane into the Selected Customers pane, Select one customer name and click > to move one name at a time, Multi-select customer names using the Ctrl or Shift keys and click > to move the multi-selected names, Select or multi-select customer names in the Selected Customer pane and click < to remove names from the Selected Customer pane and return them to the Potential Customers pane, or Click << to remove all customer names from the Selected Customer pane. Type the title and text (descriptive message text) for the message in the entry fields provided. Select Enable from the dropdown box. Select the appropriate Priority from the dropdown box and type or select the Expiration Date. Click Add Message to create the message. All customers shown in the Selected Customers pane will receive the message. 53/59

55 Figure 63 The Member Portal System Messages Screen, Adding Messages A confirming message, Message successfully added, is displayed: Disabling or Updating System Messages Use this option to disable system messages and update the system to change expiration dates and message text for previously defined messages. Click the Administration tab at the top of the window to access Administrative functions. The System Messages menu is displayed on the left. Expand the System Messages menu, and then click New Message. 54/59

56 The Member Portal System Messages screen is displayed. Figure 64 The Member Portal System Message Search Select or type the search criteria such as: Title Select Starts With or Contains from dropdown box and then type the full or partial system message title or leave this entry blank. Priority Select the specific priority from the dropdown or choose All if the priority is unknown. Expiration Date Type an expiration date, use the date tool provided to select a date or leave this entry blank. Enabled Select Enabled or Disabled from the dropdown or choose All if the option is unknown. Click Search to run the query. The Member Portal System Messages screen is displayed, showing the query results. 55/59

57 Figure 65 The Member Portal System Messages Screen, Showing Search Results Use the checkboxes to the left of the message Title to select messages for update. Click Enable, Disable or Delete in the messages found pane to enable, disable or delete one or more selected messages. One of the following messages is displayed: Message(s) successfully enabled. Message(s) successfully disabled. Message(s) successfully deleted. Note: The updated message may not appear in the messages found pane if it no longer meets the search criteria. For example, the message that you have just disabled is not showing in the list now because the search criteria shows only Enabled messages. Click the message Title to view and optionally update one message at a time. The Member Portal Message Information screen is displayed. 56/59

58 Figure 66 The Member Portal Message Information Screen Four options are available, corresponding to four command buttons at the top of the screen: Update, Enable, Disable, and Delete. Click Update, Enable, Disable or Delete to open the message in edit mode. Make changes as appropriate and then click Update to save the changes. A confirming message, Message(s) successfully updated, is displayed: Figure 67 The Member Portal System Messages Screen, Showing Confirmation of Updated Message 57/59

59 4. Appendix A Privileges by Profile The Table below shows some of the typical privileges belonging to the Administrator and User levels. Admin Privileges User Privileges ENABLE_DISABLE_MP_USER VIEW_SC_PERSO_ELEMS RESET_PASSWORD_MP_USER VIEW_SC_PROCESS DELETE_MP_CUSTOM_LABEL VIEW_SC_PACKAGE RECEIVES_HELP_DESK_REQUESTS VIEW_SC_PULL UPDATE_MP_USER VIEW_SC_JOB UPDATE_MP_CUSTOM_LABEL SEARCH_SC_PERSO_ELEMS UPDATE_MP_PROFILE_LABEL SEARCH_SC_PROCESS VIEW_MP_CUSTOMER SEARCH_SC_PACKAGE VIEW_MP_USER SEARCH_SC_PULL VIEW_MP_CUSTOM_LABEL SEARCH_SC_NON_PERSO_ELEMS VIEW_MP_PROFILE SEARCH_SC_JOB VIEW_MP_PROFILE_LABEL VIEW_SC_INVENTORY SEARCH_MP_CUSTOMER VIEW_SC_NON_PERSO_ELEMS SEARCH_MP_USER SEARCH_SC_REPORT SEARCH_MP_CUSTOM_LABEL SEARCH_SC_INVENTORY SEARCH_MP_PROFILE CREATE_SC_PULL SEARCH_MP_PROFILE_LABEL CREATE_MP_USER CREATE_MP_PROFILE CREATE_MP_PROFILE_LABEL UPDATE_MP_PROFILE DELETE_MP_PROFILE DELETE_MP_PROFILE_LABEL CREATE_MP_CUSTOM_LABEL DELETE_MP_USER 58/59

Pepkor webcom Quick Reference Guide. Version Date: 2013/12 Version Number: 1.3

Pepkor webcom Quick Reference Guide. Version Date: 2013/12 Version Number: 1.3 Pepkor webcom Quick Reference Guide Version Date: 2013/12 Version Number: 1.3 Table of Contents 1 INTRODUCTION... 4 2 LOGGING IN... 4 3 NAVIGATE INSIDE WEBCOM... 5 3.1 MAIN SECTION 5 3.1.1 Home... 5 3.1.2

More information

MoneyGram OfficialChecks

MoneyGram OfficialChecks MoneyGram OfficialChecks Version 2.6 PrimeLink Portal System Guide This system guide contains instructional information for the general use of the PrimeLink Web Portal. If you need specific assistance

More information

Wholesale Lockbox User Guide

Wholesale Lockbox User Guide Wholesale Lockbox User Guide August 2017 Copyright 2017 City National Bank City National Bank Member FDIC For Client Use Only Table of Contents Introduction... 3 Getting Started... 4 System Requirements...

More information

Sponsor Documentation

Sponsor Documentation CHAPTER 17 This chapter provides user documentation for sponsor users who create guest accounts. It contains the following sections: Introduction to Cisco NAC Guest Server Connecting to the Cisco NAC Guest

More information

BBC Pitch. Production Company Guide

BBC Pitch. Production Company Guide BBC Pitch Production Company Guide Contents 1. Introduction... 2 2. Registration of your company... 2 3. Logging in... 5 4. Dashboard... 6 Create a new proposal... 7 Getting started... 8 Idea... 10 Adding

More information

Recruitment Standard Operating Procedures Profile Management and Job Application for External Candidates

Recruitment Standard Operating Procedures Profile Management and Job Application for External Candidates Recruitment Standard Operating Procedures Profile Management and Job Application for External Candidates HRMD - PARTNERING WITH YOU TOWARDS EXCELLENCE Register African Union Login Access the Login screen

More information

UNFPA esupplier Connection

UNFPA esupplier Connection UNFPA esupplier Connection Supplier User Guide October, 2015 UNFPA esupplier Connection User Guide 20.docx 1 Contents UNFPA esupplier Connection... 3 Vendor Self Service... 3 Register as a Vendor User...

More information

AgentWorks Administrator and Manager User Guide - Release 12.5

AgentWorks Administrator and Manager User Guide - Release 12.5 AgentWorks Administrator and Manager User Guide - Release 12.5 March 21, 2013 2012 MoneyGram InternationalAll rights reserved. Table of Contents Registration Overview... 2 1. Initial Log In AgentWorks

More information

Secure Transfer Site (STS) User Manual

Secure Transfer Site (STS) User Manual Secure Transfer Site (STS) User Manual (Revised 3/1/12) Table of Contents Basic System Display Information... 3 Command Buttons with Text... 3 Data Entry Boxes Required / Enabled... 3 Connecting to the

More information

RONA e-billing User Guide

RONA e-billing User Guide RONA e-billing Contractor Self-Service Portal User Guide RONA e-billing User Guide 2015-03-10 Table of Contents Welcome to RONA e-billing What is RONA e-billing?... i RONA e-billing system requirements...

More information

PowerTeacher Administrator User Guide. PowerTeacher Gradebook

PowerTeacher Administrator User Guide. PowerTeacher Gradebook PowerTeacher Gradebook Released June 2011 Document Owner: Documentation Services This edition applies to Release 2.3 of the PowerTeacher Gradebook software and to all subsequent releases and modifications

More information

Online Banking for Business WHOLESALE LOCKBOX IMAGING USER GUIDE

Online Banking for Business WHOLESALE LOCKBOX IMAGING USER GUIDE Online Banking for Business WHOLESALE LOCKBOX IMAGING USER GUIDE Contents Getting Started...1 Technical Requirements...1 Contact Us...1 Overview...2 Wholesale Lockbox Web Application... 2 Features... 2

More information

ICON Laboratory Services, Inc. isite User Guide

ICON Laboratory Services, Inc. isite User Guide ICON Laboratory Services, Inc. isite User Guide TABLE OF CONTENTS Section 1 Introduction and Creating an Account in isite... 2 Section 2 Log In... 3 2.1 Selecting a Study... 3 Section 3 Viewing Lab Reports...

More information

ORACLE RDC ONSITE RESEARCH COORDINATOR TRAINING

ORACLE RDC ONSITE RESEARCH COORDINATOR TRAINING ORACLE RDC ONSITE RESEARCH COORDINATOR TRAINING TRAINING REQUIREMENTS RDC system training is designed and conducted for access to OnSite. Additional RDC training will be provided on a per study basis by

More information

Calendar & Buttons Dashboard Menu Features My Profile My Favorites Watch List Adding a New Request...

Calendar & Buttons Dashboard Menu Features My Profile My Favorites Watch List Adding a New Request... remitview User Guide 1 TABLE OF CONTENTS INTRODUCTION... 3 Calendar & Buttons... 3 GETTING STARTED.... 5 Dashboard.... 7 Menu Features... 8 PROFILE.... 10 My Profile... 10 My Favorites... 12 Watch List...

More information

Using Lloyd s Direct Reporting. User Guide

Using Lloyd s Direct Reporting. User Guide Using Lloyd s Direct Reporting User Guide AUGUST 2013 2 Contents CONTENTS 2 LLOYD S DIRECT REPORTING 3 ABOUT THIS SERVICE 3 FURTHER HELP AND SUPPORT 3 USER GUIDE 4 ACCESSING LLOYD S DIRECT REPORTING 4

More information

Metastorm BPM Release 7.6

Metastorm BPM Release 7.6 Metastorm BPM Release 7.6 Administration Guide May 2008 Metastorm Inc. email: inquiries@metastorm.com http://www.metastorm.com Metastorm BPM Release 7.6 Copyrights and Trademarks 1996-2008 Metastorm Inc.

More information

GSA QMAC. Transportation Service Provider (TSP) TransPort Integrator User Guide. TransPort Integrator Service. Version 3.0

GSA QMAC. Transportation Service Provider (TSP) TransPort Integrator User Guide. TransPort Integrator Service. Version 3.0 GSA QMAC TransPort Integrator Service Transportation Service Provider (TSP) TransPort Integrator User Guide Version 3.0 Change Log Version # Date of Change Section Description of Change Changed By 1.0

More information

1 Virtual Terminal Quick Reference Guide. Virtual Terminal Quick Reference Guide. Getting Started

1 Virtual Terminal Quick Reference Guide. Virtual Terminal Quick Reference Guide. Getting Started 1 Virtual Terminal Quick Reference Guide Virtual Terminal Quick Reference Guide Getting Started 2 Virtual Terminal Quick Reference Guide What you need Internet enabled laptop or computer Virtual Terminal

More information

Wellington City Council Funding Portal Quick Reference Guide for Applicants

Wellington City Council Funding Portal Quick Reference Guide for Applicants Wellington City Council Funding Portal Quick Reference Guide for Applicants Before you Begin The intended audience for this document is a new user who is registering for the first time or for a returning

More information

Flex Supplier Portal How to use Flex Supplier Portal

Flex Supplier Portal How to use Flex Supplier Portal Flex Supplier Portal How to use Flex Supplier Portal TABLE OF CONTENT TABLE OF CONTENT... 2 Introduction... 4 How to access Flex Portal... 5 OKTA account registration... 5 How to login OKTA (After registration)...

More information

core user guide business gateway TABLE OF CONTENTS BANKING > WEALTH > INSURANCE

core user guide business gateway TABLE OF CONTENTS BANKING > WEALTH > INSURANCE business gateway core user guide TABLE OF CONTENTS Getting Started... 2 Administration Approval... 8 Logging In... 2 Administration Report... 8 Electronic Report Delivery (ERD)... 17 Security Key... 2

More information

Infosource 2.0 Static and Archive Report Changes for Vendors

Infosource 2.0 Static and Archive Report Changes for Vendors When we convert from Infosource 1.0 to 2.0 there will be a change to how Vendors find and display Static and Archive reports. This document highlights the changes Vendors will see and assumes they are

More information

ORACLE RDC ONSITE RESEARCH COORDINATOR TRAINING

ORACLE RDC ONSITE RESEARCH COORDINATOR TRAINING ORACLE RDC ONSITE RESEARCH COORDINATOR TRAINING TRAINING REQUIREMENTS RDC system training is designed and conducted for access to OnSite. Additional RDC training will be provided on a per study basis by

More information

ForeScout Extended Module for Tenable Vulnerability Management

ForeScout Extended Module for Tenable Vulnerability Management ForeScout Extended Module for Tenable Vulnerability Management Version 2.7.1 Table of Contents About Tenable Vulnerability Management Module... 4 Compatible Tenable Vulnerability Products... 4 About Support

More information

Welcome to Care Wisconsin s Provider Authorization Portal Training. The Authorization Portal is a web-based portal which allows you, the provider,

Welcome to Care Wisconsin s Provider Authorization Portal Training. The Authorization Portal is a web-based portal which allows you, the provider, Welcome to Care Wisconsin s Provider Authorization Portal Training. The Authorization Portal is a web-based portal which allows you, the provider, ready access to specific service authorization information

More information

Contents. Signing In... 3 Answering Your Personal Security Question... 4 Forgetting Your Password... 4 Exploring the Learning Center Interface...

Contents. Signing In... 3 Answering Your Personal Security Question... 4 Forgetting Your Password... 4 Exploring the Learning Center Interface... User Guide Contents Logging On... Signing In... Answering Your Personal Security Question... 4 Forgetting Your Password... 4 Exploring the Learning Center Interface... 5 Understanding Icons... 5 Understanding

More information

Test Information and Distribution Engine

Test Information and Distribution Engine SC-Alt Test Information and Distribution Engine User Guide 2018 2019 Published January 14, 2019 Prepared by the American Institutes for Research Descriptions of the operation of the Test Information Distribution

More information

Chemical Marketing Concepts LLC MySamplecenter.com Quick Reference Guide

Chemical Marketing Concepts LLC MySamplecenter.com Quick Reference Guide Chemical Marketing Concepts LLC MySamplecenter.com Quick Reference Guide Welcome to our end-user portal! MySamplecenter.com was developed to provide you with a simple, cost effective, and accurate means

More information

Production Assistance for Cellular Therapies (PACT) PACT Application System User s Guide

Production Assistance for Cellular Therapies (PACT) PACT Application System User s Guide Production Assistance for Cellular Therapies (PACT) PACT Application System User s Guide Version 1.0 February 9, 2017 Version 1.0 TABLE OF CONTENTS 1.0 Getting Started... 1 1.1 Access to the Internet...

More information

My Publications Quick Start Guide

My Publications Quick Start Guide IHS > Decision Support Tool My Publications Quick Start Guide January 28, 2011 Version 2.0 2011 IHS, All Rights Reserved. All trademarks belong to IHS or its affiliated and subsidiary companies, all rights

More information

System Manager 7 Quick Guide (SIMS.net onwards)

System Manager 7 Quick Guide (SIMS.net onwards) System Manager 7 Quick Guide (SIMS.net 7.142 onwards) Published December 11 School IT Systems Support Hertfordshire Development Centre Six Hills Way Stevenage SG1 2FQ Website: http://www.thegrid.org.uk/info/traded/sitss

More information

Investigator Site OC RDC PDF User Guide

Investigator Site OC RDC PDF User Guide Investigator Site OC RDC PDF User Guide Version 1.0 Page 1 of 40 TABLE OF CONTENTS Accessing OC RDC Steps for Access 3 Logging On 4 Change Password 4 Laptop and System Security 5 Change Study 5 Navigating

More information

RSA WebCRD Getting Started

RSA WebCRD Getting Started RSA WebCRD Getting Started User Guide Getting Started with WebCRD Document Version: V8.1-3 Software Version: WebCRD V8.1.3 June 2011 2001-2011 Rochester Software Associates, Inc. All Rights Reserved. AutoFlow,

More information

Universal's Instant Ticket Wizard User s Guide

Universal's Instant Ticket Wizard User s Guide User s Guide Table of Contents... 1 Welcome message from Universal Orlando... 1 Terms... 1 How to Login and Select a Store and Location... 2 Things you should know about logging in... 2 Tickets... 8 How

More information

Maternity Service. User Guide v P a g e Copyright 2014, IGspectrum Ltd

Maternity Service. User Guide v P a g e Copyright 2014, IGspectrum Ltd Maternity Service User Guide v1.0 1 P a g e Copyright 2014, IGspectrum Ltd Contents 1. Service Overview... 4 1.1. Introduction... 4 1.2. Important Features... 4 2. Common Features... 5 2.1. Login... 5

More information

BQS User Guide For Digital Skills Test Centres

BQS User Guide For Digital Skills Test Centres BQS User Guide For Digital Skills Test Centres Feb 2015 v1.5 Contents 1. Getting Started... 3 1.1 Administration... 3 1.2 Automated Testing Website... 3 1.3 Software Requirements... 3 2. BQS Web Administration...

More information

Table of Contents UFA Credit Account Application... 9 Card Link Online Account Management User Management... 71

Table of Contents UFA Credit Account Application... 9 Card Link Online Account Management User Management... 71 Table of Contents Launch into the Card Link Online Web Application... 4 Roles for User Management... 5 UFA Credit Account Application... 9 Credit Application Options... 10 Accessing Card Link Online Launch

More information

e-lms Electronic Lodgement of Mailing Statements User Guide Version 4.5

e-lms Electronic Lodgement of Mailing Statements User Guide Version 4.5 e-lms Electronic Lodgement of Mailing Statements User Guide Version 4.5 Copyright Statement Copyright the Australian Postal Corporation 2016. All rights reserved. No part of this document may be reproduced,

More information

Multi-Sponsor Environment. SAS Clinical Trial Data Transparency User Guide

Multi-Sponsor Environment. SAS Clinical Trial Data Transparency User Guide Multi-Sponsor Environment SAS Clinical Trial Data Transparency User Guide Version 6.0 01 December 2017 Contents Contents 1 Overview...1 2 Setting up Your Account...3 2.1 Completing the Initial Email and

More information

expressreports Guide

expressreports Guide expressreports Guide i Table of Contents expressreports Guide TABLE OF CONTENTS Chapter Chapter 1. Chapter 2. Page INTRODUCTION...1 Internet Access to Reports...1 Documentation...2 ACCESSING YOUR REPORTS...4

More information

WebPrint Quick Start User Guide

WebPrint Quick Start User Guide WebPrint Quick Start User Guide Getting Started Accessing Print Center Navigate your Web browser to Print Center Log in page. If you do not have an acocunt, you will need to create a new User account.

More information

Online Reporting and Information Management System (ORIMS) Manage Financial Returns User Guide for Banks & Trust Companies

Online Reporting and Information Management System (ORIMS) Manage Financial Returns User Guide for Banks & Trust Companies (ORIMS) Manage Financial Returns User Guide for Banks & Trust Companies March 31, 2015 Version 1.0 Version History Version Changes Date 1.0 Original release March 31, 2015 2 Table of Contents 1. Introduction...

More information

Table of Contents UFA Credit Account Application... 9 Card Link Online Account Management User Management... 77

Table of Contents UFA Credit Account Application... 9 Card Link Online Account Management User Management... 77 Table of Contents Launch into the Card Link Online Web Application... 4 Roles for User Management... 5 UFA Credit Account Application... 9 Credit Application Options... 10 Accessing Card Link Online Launch

More information

Electronic Appraisal Delivery (EAD) Portal. FHA EAD Lender Admin Guide

Electronic Appraisal Delivery (EAD) Portal. FHA EAD Lender Admin Guide Electronic Appraisal Delivery (EAD) Portal FHA EAD Lender Admin Guide Last Updated: October 2015 FHA EAD Lender Admin Guide Page 2 of 95 Version 1.3.1 TABLE OF CONTENTS INTRODUCTION... 5 WHAT IS THE ELECTRONIC

More information

Frequently Asked Questions

Frequently Asked Questions Frequently Asked Questions ACCESS AND NAVIGATION 1. Can I change my password? 2. What are the guidelines for a new password? 3. What types of information will I get in RDC news? 4. I closed RDC Onsite

More information

WAM!NET Submission Icons. Help Guide. March 2015

WAM!NET Submission Icons. Help Guide. March 2015 WAM!NET Submission Icons Help Guide March 2015 Document Contents 1 Introduction...2 1.1 Submission Option Resource...2 1.2 Submission Icon Type...3 1.2.1 Authenticated Submission Icons...3 1.2.2 Anonymous

More information

Introduction. Logging In. https://portal.format.co.nz/login/trt

Introduction. Logging In. https://portal.format.co.nz/login/trt Introduction Welcome to the Tidd Ross Todd On-line Ordering System. This site has been created with the intention to assist users with the following: placing orders viewing work in progress searching for

More information

Forms/Distribution Acrobat X Professional. Using the Forms Wizard

Forms/Distribution Acrobat X Professional. Using the Forms Wizard Forms/Distribution Acrobat X Professional Acrobat is becoming a standard tool for people and businesses to use in order to replicate forms and have them available electronically. If a form is converted

More information

Station Web Ordering/Inventory Reporting Portal User Guide

Station Web Ordering/Inventory Reporting Portal User Guide Last Updated: 07/15/2015 Page 1 of 23 Version 2.9.8 Introduction to New Web Portal... 3 Introduction... 3 Helpdesk Procedure... 3 Accessing the Web Portal... 4 Main Page / Web Portal Interface... 4 Menu

More information

SNC Quick Reference Guide v1.0

SNC Quick Reference Guide v1.0 SNC Quick Reference Guide v1.0 Page: 2 Table of Contents Table of Contents... 2 General navigation... 3 Queries... 8 Personalize your screen... 11 Alerts... 14 Notifications... 17 Assign Partner Product

More information

Extranet User Manager User Guide

Extranet User Manager User Guide Extranet User Manager User Guide Version 3.1 April 15, 2015 Envision IT 7145 West Credit Avenue Suite 100, Building 3 Mississauga, ON L5N 6J7 www.envisionit.com/eum TABLE OF CONTENTS NOTICE... 1 INTENDED

More information

OC RDC HTML User Guide

OC RDC HTML User Guide CRA - Monitor OC RDC 4.5.3 HTML User Guide Page 1 of 46 TABLE OF CONTENTS Accessing OC RDC Steps for Access Logging On Change Password Computer and System Security Study and Site 3 4 5 5 6 Navigating OC

More information

User Guide Ahmad Bilal [Type the company name] 1/1/2009

User Guide Ahmad Bilal [Type the company name] 1/1/2009 User Guide Ahmad Bilal [Type the company name] 1/1/2009 Contents 1 LOGGING IN... 1 1.1 REMEMBER ME... 1 1.2 FORGOT PASSWORD... 2 2 HOME PAGE... 3 2.1 CABINETS... 4 2.2 SEARCH HISTORY... 5 2.2.1 Recent

More information

Introduction. Automatic gate opening no more swiping

Introduction. Automatic gate opening no more swiping Introduction This user guide is intended for companies and drivers to use the functionality available in the TAMS System Manage your entire Auckland Airport access account via the internet! One simple

More information

Managing Your Website with Convert Community. My MU Health and My MU Health Nursing

Managing Your Website with Convert Community. My MU Health and My MU Health Nursing Managing Your Website with Convert Community My MU Health and My MU Health Nursing Managing Your Website with Convert Community LOGGING IN... 4 LOG IN TO CONVERT COMMUNITY... 4 LOG OFF CORRECTLY... 4 GETTING

More information

User Manual. perfectionlearning.com/technical-support

User Manual. perfectionlearning.com/technical-support User Manual perfectionlearning.com/technical-support 1 User Manual Accessing Math X... 3 Login... 3 Forgotten Password... 3 Navigation Menu... 4 Logout... 4 Admin... 5 Creating Classes and Students...

More information

IP Centrex Administrator Guide Release 2.0

IP Centrex Administrator Guide Release 2.0 IP Centrex Administrator Guide Release 2.0 2012 by Cox Communications. All rights reserved. No part of this document may be reproduced or transmitted in any form or by any means, electronic, mechanical,

More information

CLIQ Web Manager. User Manual. The global leader in door opening solutions V 6.1

CLIQ Web Manager. User Manual. The global leader in door opening solutions V 6.1 CLIQ Web Manager User Manual V 6.1 The global leader in door opening solutions Program version: 6.1 Document number: ST-003478 Date published: 2016-03-31 Language: en-gb Table of contents 1 Overview...9

More information

EGGERS ONLINE. Customer User Guide - Quoting

EGGERS ONLINE. Customer User Guide - Quoting EGGERS ONLINE Customer User Guide - Quoting URL: www.eggersindustriesonline.com or www.eggersindustries.com (Customers / Eggers Online) You are strongly encouraged to change your initial password see 'CHANGING

More information

Oracle Sourcing Support Helpdesk: Telephone: > Option

Oracle Sourcing Support Helpdesk: Telephone: > Option esourcing FAQ s Oracle Sourcing Support Helpdesk: Telephone: 021-4534777 -> Option 2.2.2 Email: oraclesourcingsupport@ervia.ie FAQ s Forgotten Password? Logging In and Accessing Tenders Acknowledging Intent

More information

Online Export Entry. User Guide

Online Export Entry. User Guide Online Export Entry User Guide This guide is intended as a basic overview of the screens on this website for Online Export Entries. More detailed information is available in the Help menus provided on

More information

Administrator Quick Guide

Administrator Quick Guide 1 Administrator Quick Guide Login Screen The first page employees will see when visiting their training site is the login screen. This is where employees must enter their username and password to access

More information

User Guide Published: 08/02/2010

User Guide Published: 08/02/2010 User Guide Published: 08/02/2010 Table of Contents 1 Revision History... 4 2 Introduction... 5 3 Accessing the TRAC Connect System... 5 3.1 Getting Started... 5 3.2 Registration... 8 3.3 Login... 11 3.4

More information

Login Page. A link is provided on this page allowing new users to register.

Login Page. A link is provided on this page allowing new users to register. Login Page A link is provided on this page allowing new users to register. Returning Users can simply enter their Username and Password to enter the site. If you are a returning user and have forgotten

More information

learnpro Community User Manual

learnpro Community User Manual learnpro Community User Manual Last Updated: December 2011 learnpro User Manual Page 1 Contents Contents... 2 1. Introduction... 3 1.1 Introduction to the system... 3 1.2 Help Icons... 3 1.3 Accessing

More information

Vision 360 Administration User Guide

Vision 360 Administration User Guide Vision 360 Vision 360 Administration User Guide 1.0 Copyright INPS Ltd The Bread Factory, 1A Broughton Street, Battersea, London, SW8 3QJ T: +44 (0) 207 501700 F:+44 (0) 207 5017100 W: www.inps.co.uk Copyright

More information

Salesforce Integration User Guide. Cvent, Inc 1765 Greensboro Station Place McLean, VA

Salesforce Integration User Guide. Cvent, Inc 1765 Greensboro Station Place McLean, VA Salesforce Integration User Guide 2017 Cvent, Inc 1765 Greensboro Station Place McLean, VA 22102 www.cvent.com Contents Salesforce Integration User Guide... 3 Setting Up Your Account... 4 Helpful Hints...

More information

Oracle isupplier. Supplier User Guide

Oracle isupplier. Supplier User Guide Supplier User Guide Table of Contents isupplier Application, Help and Support... 3 Registration... 3 For Help... 3 Overview... 4 User Registration... 5 Login to isupplier... 7 isupplier and Sourcing Responsibility

More information

User Documentation. Administrator Manual.

User Documentation. Administrator Manual. User Documentation Administrator Manual Proposal Software 1140 US Highway 287, Suite 400-102 Broomfield, CO 80020 USA Tel: 203.604.6597 www.proposalsoftware.com Table of Contents Open the WebPro Viewer...

More information

FPPS Payments - Password Service User Guide (v1.3)

FPPS Payments - Password Service User Guide (v1.3) FPPS Payments - Password Service User Guide (v1.3) Guide to Contents Section Description Page Link 1 Introduction 2 2 Connecting to the BSO Portal & Password Services 3 3 Enrolment for the Password Reset

More information

SmartPay Express User Guide

SmartPay Express User Guide SmartPay Express User Guide Table of Contents INTRODUCTION... 4 SmartPay Express Overview... 4 System Requirements... 5 Trusted Sites... 5 Available Resources... 7 Additional Resources... 7 LOGGING IN...

More information

Patient Portal User Guide The Patient s Guide to Using the Portal

Patient Portal User Guide The Patient s Guide to Using the Portal 2014 Patient Portal User Guide The Patient s Guide to Using the Portal Table of Contents: What is the Patient Portal?...3 Enrolling in the Patient Portal.......... 4-19 A. Enrollment Option #1: First-Time

More information

A Distributor Services Site Features and FAQ s

A Distributor Services Site Features and FAQ s A Distributor Services Site Features and FAQ s October 2015 Rev 2.12 Table of Contents Registering/Logging in Page 3 Services Available after Logging In Page 4-5 Frequently Asked Questions Page 6 Log In

More information

Quanum elabs and Quanum EHR Basic Functionality Frequently Asked Questions

Quanum elabs and Quanum EHR Basic Functionality Frequently Asked Questions Quanum elabs and Quanum EHR Basic Functionality Frequently Asked Questions Table of Contents Application Interface... 4 How can I optimize the view of the system on my computer?... 4 What does the message

More information

TABLE OF CONTENTS. WELCOME TO mycsa... LOGGING IN... FORGOT PASSWORD... FIRST TIME REGISTRATION... ACCESS TYPE... GETTING STARTED...

TABLE OF CONTENTS. WELCOME TO mycsa... LOGGING IN... FORGOT PASSWORD... FIRST TIME REGISTRATION... ACCESS TYPE... GETTING STARTED... USER GUIDE TABLE OF CONTENTS WELCOME TO mycsa... LOGGING IN... FORGOT PASSWORD... FIRST TIME REGISTRATION... ACCESS TYPE... GETTING STARTED... SETTING PREFERENCES... CONTACT US... DASHBOARD... MANAGING

More information

CITO2 Installation & User Instructions

CITO2 Installation & User Instructions CITO2 Installation & User Instructions DD 56107 Stoneridge Electronics Ltd 1. Installation...4 1.1. System Requirements...4 1.2. Installing CITO2...4 1.3. Uninstalling CITO2...4 2. Starting and closing

More information

Receivables Edge SM User Guide

Receivables Edge SM User Guide TREASURY SERVICES Receivables Edge SM User Guide Receivables Edge SM is an internet-based management application and account reconciliation solution. Receivables Edge combines advanced image and data capture

More information

I. Overview... 2 A. Users and User Roles... 2 B. System Information... 2 C. Help Menu... 3 D. Changing Your Password... 3 E. Logging In... 3 F.

I. Overview... 2 A. Users and User Roles... 2 B. System Information... 2 C. Help Menu... 3 D. Changing Your Password... 3 E. Logging In... 3 F. I. Overview... 2 A. Users and User Roles... 2 B. System Information... 2 C. Help Menu... 3 D. Changing Your Password... 3 E. Logging In... 3 F. Logging Off... 4 G. Navigation Bar... 4 II. Search Menu...

More information

Page 1 of 20. Agent Portal v2.0. Training Guide

Page 1 of 20. Agent Portal v2.0. Training Guide Page 1 of 20 Agent Portal v2.0 Training Guide Welcome to Agent Portal v2.0 Page 2 of 20 What is Agent Portal? Agent Portal is your gateway to all things AUI. As an appointed agent, you will have access

More information

ebid exchange Users Guide

ebid exchange Users Guide ebid exchange Users Guide ebid Systems 911 Hildebrand Lane NE, Suite 201 Bainbridge Island, WA 98110 888-291-8430 support@ebidsystems.com www.ebidsystems.com Table of Contents Vendors Page Overview 4 Login/Password

More information

User Manual Appointment System

User Manual Appointment System User Manual Appointment System Page 1 of 17 1.0 TABLE OF CONTENTS TABLE OF CONTENTS... 2 System Overview... 3 Menu Options... 3 Application Access... 3 Patient Registration... 6 Schedule Appointment...

More information

Specialty Contractor User Manual. Table of Contents. Specialty Contractor User Manual Version 1 11/16/15

Specialty Contractor User Manual. Table of Contents. Specialty Contractor User Manual Version 1 11/16/15 Specialty Contractor User Manual Welcome to the C3 Training Database for Construction Career Collaborative! This software is where you keep track of your employees' training and safety credentials, project

More information

Tellus EVV Introduction and Dashboard TRAINING REFERENCE GUIDE

Tellus EVV Introduction and Dashboard TRAINING REFERENCE GUIDE Tellus EVV Introduction and Dashboard TRAINING REFERENCE GUIDE REV: 03/18 Sponsored by Centric Consulting, LLC, and the State of Florida, AHCA TELLUS EVV System Training Reference Guide Table of Contents

More information

e-survey System User Manual for AML/CFT COMPLIANCE REPORT

e-survey System User Manual for AML/CFT COMPLIANCE REPORT BANK NEGARA MALAYSIA CENTRAL BANK OF MALAYSIA e-survey System User Manual for AML/CFT COMPLIANCE REPORT VERSION 1.0 Table of Content BNM e-survey System User Manual for AML/CFT COMPLIANCE REPORT 1. Introduction...

More information

Main Login Screen Enter user name and password. New users can call or customer service using the information provided. If you have forgotten

Main Login Screen Enter user name and password. New users can call or  customer service using the information provided. If you have forgotten Main Login Screen Enter user name and password. New users can call or email customer service using the information provided. If you have forgotten your password, enter your email address in the box provided

More information

Getting Started. Accessing MyTeachingStrategies Navigating MyTeachingStrategies Guided Tour Setting Language Preference to Spanish

Getting Started. Accessing MyTeachingStrategies Navigating MyTeachingStrategies Guided Tour Setting Language Preference to Spanish Getting Started Accessing MyTeachingStrategies Navigating MyTeachingStrategies Guided Tour Setting Language Preference to Spanish How-To Guide for Teachers Accessing MyTeachingStrategies Signing In Before

More information

Lethality Assessment Program

Lethality Assessment Program 9/2/2018 Lethality Assessment Program Purpose This computerized program will allow for the entering of data from all towns, cities, and agencies that have interactions with Domestic Violence victims.the

More information

JOB AID: Contractor: Timecard and Expense Entry in the New UI

JOB AID: Contractor: Timecard and Expense Entry in the New UI JOB AID: Contractor: Timecard and Expense Entry in the New UI This job aid highlights how to enter a timecard and an expense report in the New User Interface as a contractor. 1. Access the IQNavigator

More information

Sourcing. Supplier Maintenance and Company Administration Buyer User Guide

Sourcing. Supplier Maintenance and Company Administration Buyer User Guide Sourcing Supplier Maintenance and Company Administration Buyer User Guide Version 6.1 Ion Wave Technologies, Inc. 2002-2008 Table of Contents Table of Contents...2 Welcome to Supplier Maintenance and Company

More information

Managing WCS User Accounts

Managing WCS User Accounts CHAPTER 7 This chapter describes how to configure global e-mail parameters and manage WCS user accounts. It contains these sections: Adding WCS User Accounts, page 7-1 Viewing or Editing User Information,

More information

Acuity 504. User Guide. Administrators 504 Coordinators Teachers. MSB Customer Care msb-services.

Acuity 504. User Guide. Administrators 504 Coordinators Teachers. MSB Customer Care msb-services. TM Acuity 504 User Guide Administrators 504 Coordinators Teachers MSB Customer Care 800.810.4220 support@ Copyright 2014 MSB All rights reserved 1 Copyright MSB 2014 Table of Contents MSB Mission Statement...

More information

User Guide Product Design Version 1.7

User Guide Product Design Version 1.7 User Guide Product Design Version 1.7 1 INTRODUCTION 3 Guide 3 USING THE SYSTEM 4 Accessing the System 5 Logging In Using an Access Email 5 Normal Login 6 Resetting a Password 6 Logging Off 6 Home Page

More information

Order Management Bookings - Getting Started Guide for Manufacturers

Order Management Bookings - Getting Started Guide for Manufacturers Order Management Bookings - Getting Started Guide for Manufacturers Table Of Contents Order Management Bookings Getting Started Guide... 3 Purpose of this Document... 3 What is Order Management Bookings?...

More information

Pcounter for Sharp OSA

Pcounter for Sharp OSA Pcounter for Sharp OSA Setup Guide Pcounter Embedded for Sharp OSA 2018.06.29 A.N.D. Technologies 4104 24 th Street #627 San Francisco, CA 94114 USA E-Mail: support@pcounter.com Web: http://www.pcounter.com

More information

User Guide. RACER Date 09/29/17

User Guide. RACER Date 09/29/17 User Guide RACER Date 09/29/17 1 Table of Contents Table of Contents... 2 RACER... 4 Home Page...5 RACER Requester... 6 Basic Information...6 Location Information...7 Change Information...8 Review and

More information

BBVA Compass Spend Net Payables

BBVA Compass Spend Net Payables User Guide BBVA Compass Spend Net Payables User Guide Vault Services Table of Contents Introduction 2 Technical Requirements 2 Getting started 3 Sign In 3 General Navigation 4 Upload/Create Payment 5

More information

VERSION 7 JUNE Union Benefits. Employer User Guide Data Collection Tool

VERSION 7 JUNE Union Benefits. Employer User Guide Data Collection Tool VERSION 7 JUNE 2018 Union Benefits Employer User Guide Data Collection Tool About this guide This document is intended to provide an overview of the main sections of the Data Collection Tool ( DCT ) for

More information

Copyright 2004 By ThyssenKrupp Elevator National Technical Services 621 S. Royal Lane, Suite 500 Coppell, TX 75019

Copyright 2004 By ThyssenKrupp Elevator National Technical Services 621 S. Royal Lane, Suite 500 Coppell, TX 75019 Copyright 2004 By National Technical Services 621 S. Royal Lane, Suite 500 Coppell, TX 75019 All right reserved. The text of this manual, or any part thereof, may not be reproduced or transmitted in any

More information

Industry Access Portal MUNICIPALITY MODULE User Guide

Industry Access Portal MUNICIPALITY MODULE User Guide 2017 Industry Access Portal MUNICIPALITY MODULE User Guide LOUISIANA DEPARTMENT OF INSURANCE INDUSTRY ACCESS Contents Register for Industry Access... 2 Sign Up... 4 Log into Industry Access... 8 Access

More information