Contents Introduction... 3 Access to PVT... 4 File uploading... 7 Contact information...10

Transcription

1 Copyright 2017 ControlPay. All rights reserved. No parts of the material protected by this copyright notice may be reproduced or utilized in any fo rm o r b y any means, electronic or mechanical, including photocopying, recording or by any information storage and re tri eva l syste m, without written permission from the author. Address: ControlPay B.V., Hoge Mosten 22a, 4822 NH Breda, the Netherlands info@controlpay.com Tel: +31 (076) Registered in the Netherlands under No

2 Contents 1. Introduction What is PVT General process description Process flow Access to PVT How to log in to PVT How to recover password to PVT How to log out of PVT Session timeout File uploading How to upload a file What happens to uploaded file File status Validation results report Contact information of 10

3 1. Introduction 1.1. What is PVT PVT (Pre-Validation Tool) is developed for verification of data file validity before its upload to FRED General process description User uploads a file to PVT. PVT validates the file and sends validation results report to the data file owner(s) (distribution list is managed by ControlPay) via . In case no format errors are identified, PVT accepts the file and informs data file owner(s) of acceptance. In case file format is incorrect, PVT rejects the file and informs data file owner(s) of rejection. Data file owner makes necessary corrections according to rejection reasons listed in the validation results report and uploads corrected file. Important! PVT notification about successful validation does not mean that the file will b e uploaded to FRED. Only data format validity is verified by PVT. Accepted files are then processed, converted and uploaded to FRED. In case any errors are identified during processing or conversion and file correction is required, ControlPay team sends a separate notification with further instructions to the data file owner(s) Process flow 3 of 10

4 2. Access to PVT 2.1. How to log in to PVT Please complete the following steps in order to log in to PVT: Step 1 Launch Internet browser (Google Chrome is preferable) and go to Note: Pop-ups and Java Script should be enabled for a fully-featured performance. Step 2 Type in your and Password (if you are entering FRED for the first time, copy the credentials from the registration sent to you by ControlPay) and click Login button. Step 3 Select Import > Import file option on the FRED top menu bar. Note: Import file option is available only for users with PVT Operator role in FRED. PVT Upload page will be displayed. You are now logged in and able to start working in PVT How to recover password to PVT If you have forgotten your password, please complete the following steps in order to reset it: Step 1 Open the FRED login page ( in the browser. 4 of 10

5 Step 2 Click Can t access your account hyperlink. Step 3 Type in the address with which you are registered in FRED into box and click Get Password button. If your is registered in FRED, password reminder will be automatically sent to you via . Step 4 In order to return to the Login page, click Return to Login page button. 5 of 10

6 Note: For security reasons, you will be required to set a new password once you have entered the platform How to log out of PVT You can log out of PVT by clicking the button in the top right corner of the menu bar and selecting Logout option Session timeout If you do not perform any actions in PVT during 4 hours, you will be automatically logged out of the system. 6 of 10

7 3. File uploading 3.1. How to upload a file Please complete the following steps in order to upload a file to PVT: Step 1 Log in to PVT as described in Section 2.1. Step 2 In case Select validation drop-down is available on the page, select appropriate validation from the list. Availability of several validation options means that user is entitled to upload several types of data files. In case only one validation is available, skip this step and proceed to Step 3. Step 3 Click Choose file button to select a file for upload. In case the file is successfully uploaded, the following message will appear on the page: The file might be blocked due to the following reasons: Unacceptable file format (file format is other than XLS, XLSX, TXT, CSV, XML, EDI or DAT). The following message will appear on the page: Large file size (file size exceeds 600 MB). The following message will appear on the page: 7 of 10

8 3.2. What happens to uploaded file Files which were successfully uploaded to PVT are validated. Current validation status of the file is available in Upload history section (see Section 3.3 for more information on file validation status). As soon as the file is processed and validated, PVT sends validation results report to the data file owner(s) via (see Section 3.4 for more information on validation results report) File status The following statuses can be assigned to the uploaded file: Status What it means What to do now Processing Accepted Rejected File is being processed. File w as accepted. File w as rejected due to errors. No actions are required at this stage. Once processing is finished, the file w ill have either Accepted or Rejected status. No actions regarding data format correction are required at this stage. In case any errors are identified during further processing and conversion of the file, ControlPay w ill contact data file ow ner(s) via . Make corrections to the file according to the rejection reasons stated in the file validation report and upload corrected file Validation results report Validation results report is sent to the data owner(s) for each file processed by PVT. In case the file is not accepted, the report contains description of the rejection reason and the list of validation errors with instructions for their correction. 8 of 10

9 Validation results reports are also available within PVT for each accepted or rejected file. Click status of the file in Upload history section to view the report on-line. Important! Please note that numbering of file columns and rows in the validation results report starts with 0 (e.g. column # 5 mentioned in the report corresponds to the 6 th column in the uploaded file). 9 of 10

10 4. Contact information Customer service Technical support 10 of 10