AudaDashboard Quick Start Guide
|
|
- Karin Wilkins
- 5 years ago
- Views:
Transcription
1 AudaDashboard Quick Start Guide G E T T I N G S T A R T E D A N D U N D E R S T A N D I N G M E T R I C S
2 OVERVIEW AudaDashboard is a Repairer / Bodyshop management information tool that provides an at-a glance view of the Key Performance Indicators that drive your business. Based on customer feedback a series of dashboards are provided covering business performance by work provider, by site and by estimator. Note: AudaDashboard is only available to Repairers / Bodyshops through Global Claims Centre. Once you have selected AudaDashboard from the My Services list within Global Claims Centre, the system provides a choice of dashboards, or metrics, for your company. All data shown is on a rolling 28 day period; this is updated on a daily basis in order this is to ensure consistency through your viewing day. Note: Outstanding Authorisations charts are updated on an hourly basis during the operational hours of 7am until 9pm. The Insurer (work provider) metrics are based upon your Insurers by volume for each site and part of the organization represented in the dashboard. This is represented by insurer not by work provider code or brand (i.e. rolled up to show RBS, Norwich Union, Royal & Sun Alliance, etc ) Service Desk: Page 1
3 AudaDashboard s minimum (default) viewing size (on a standard 1024 x 768 screen setting) is 780 x 510 pixels. This is the size of the window within Global Claims Centre. You can expand this view by either hiding the application pane on the left of Global Claims Centre window or by expanding the application to view in Full screen mode. [See Global Claims Centre Quick Start Guide for more information] The layout of AudaDashboard AudaDashboard has five key areas as shown below: Chart type selection AudaDashboard Service Charting Window Chart Selection Pane Data Window AudaDashboard Service To enter the AudaDashboard you need to click on the AudaDashboard button from Global Claims Centre My Services pane. Note: If this button is greyed out or not visible, either you do not have access to this service or your permission for this service is not active (*this service is not available until 1st January 2008), PLEASE CONTACT THE AUDATEX SERVICE DESK FOR MORE INFORMATION Chart Type Selection Service Desk: Page 2
4 Choose the tab to be able to view metrics relating to one of the categories. Each of these tabs refers to a specific area of the business covered by AudaDashboard; Chart Selection Pane Overview this tab shows Key Performance Indicators for all sites Insurer Metrics this tab shows insurer Key Performance Indicators for a selected individual site Estimator Metrics this tab shows estimator Key Performance Indicators for a selected individual site When you first open AudaDashboard, the default view is your Company overview, as shown in the picture below. This tab allows you to view summaries for all sites or all claims (by insurers) within your company. Details of the metrics shown are explained below. Now you are in AudaDashboard, you can then choose to view performance data for a specific Site or by Insurer Metrics or by Estimator Metrics. From the Insurer Metrics tab you can choose to view: Overview, Outstanding Authorisations, Estimate Accuracy, Parts Vs. Labour Vs. Paint, Average Transmissions per Claim and Average Images Transmitted per Claim, these are shown split by insurer for each site. Note: The first time you open AudaDashboard the default view is the Overview for the Company by Insurer. When you open AudaDashboard subsequently, the last Key Performance Indicator you were viewing is opened. Service Desk: Page 3
5 From the Estimator Metrics (similar to the insurer metrics above) tab you can choose to view: Overview, Outstanding Authorisations, Estimate Accuracy, Parts Vs. Labour Vs. Paint, Average Transmissions per Claim and Average Images Transmitted per Claim, these are shown split by insurer for each site. Note: To choose the site in the Insurer Metrics or by Estimator Metrics use the drop down list. Charting Window Dependent on the Dashboard selected, a chart is shown. For all metrics except Estimate Accuracy the charts are shown as bar charts. Dependent on the tab you have selected on the vertical axis the chart will show Insurer, Site or Estimator. The horizontal axis is generally used to show the measurement of the metrics. Service Desk: Page 4
6 Each chart has an explanation of what it is currently showing; this can be seen in the chart tab. Each of the metrics shown within the Dashboard is colour coded and detailed in the legend as below. Note: Tables and Charts in AudaDashboard cannot be copied or printed. Data Window Tables of the data shown within the graphs are available in the following Key Performance Indicators: Overview Sites / Insurer Insurer Metrics / Estimator Metrics Overview Insurer Metrics / Estimator Metrics Estimate Accuracy Insurer Metrics / Estimator Metrics Parts Vs. Labour Vs. Paint Service Desk: Page 5
7 KEY PERFORMANCE INDICATORS Metrics Overview The metrics in AudaDashboard have been derived from feedback at our Global Claims Centre customer workshops. For best use of the Key Performance Indicators provided by AudaDashboard it is advisable that you do not focus on one Key Performance Indicator alone, but view multiple Key Performance Indicators and charts. For example; using the Estimate Accuracy and Average Transmissions per Claim combined provide a more informative view of the business than either of these metrics on their own. There are 14 different metrics, which when combined, are more meaningful and powerful than some individual metrics shown in AudaDashboard. Note: the 28 day period shown on the Key Performance Indicator charts is the period of time shown in reverse from the day of viewing. Thus if you view a chart on the 29 th day of the month the chart will show the period of the 1 st day through to the 28 th day of that month. AudaDashboard Overviews The overview Key Performance Indicator as shown below is available for your company showing Key Performance Indicators for Sites and Insurers. This dashboard shows a chart of average repair spends for Parts, Labour Paint and Other, split by the type chosen. The split is shown on the vertical axis as Insurer or Sites and cost is shown on the horizontal axis. Service Desk: Page 6
8 Below, a chart and a table of these cost items and additional metrics, including Labour vs. Parts ratio, Total Labour Hours, Total Total Loss Hours. Information on how we calculate these metrics can be found in the Key Performance Indicators how they are calculated At-A Glance section below. An Overview is also available for each site under the Insurer Metrics and Estimator Metrics tabs. This contains the same metrics and can be seen by selecting the site and the Overview item in the Key Performance Indicator pane. Outstanding Authorisations The Outstanding Authorisations Key Performance Indicator is only available in the Insurer Metrics and Estimator Metrics tabs. Shown below, the dashboard shows a chart of data relating to the number of Authorisations, Outstanding Authorisations (Claims not Authorised within 24 hours). Service Desk: Page 7
9 Estimate Accuracy The Estimate Accuracy Key Performance Indicator is only available in the Insurer Metrics and Estimator Metrics tabs. Below, the dashboard shows a chart and table of data relating to the average total costs of a claim at First Transmission, First Authorisation and Last Authorisation. Unlike other charts the data split is along the horizontal axis, and the metric measurement is on the vertical axis. Below the chart is a table of these cost items. Service Desk: Page 8
10 Parts Vs. Labour Vs. Paint The Parts Vs. Labour Vs. Paint Key Performance Indicator is only available in the Insurer Metrics and Estimator Metrics tabs. Shown below, the dashboard shows a chart and table of data relating to the average repair spends for Parts, Labour Paint and Other. Average Transmissions per Claim The Average Transmissions per Claim Key Performance Indicator is only available in the Insurer Metrics and Estimator Metrics tabs. Shown below, the dashboard shows a chart of data relating to the average number of transmissions (Networking s) from your company to an insurer in relation to a claim. Service Desk: Page 9
11 Average Images Transmitted per Claim The Average Images Transmitted per Claim Key Performance Indicator is only available in the Insurer Metrics and Estimator Metrics tabs. Shown below, the Dashboard shows a chart of data relating to the average number of transmissions (networking s) of images per claim when images are transmitted. Note: Colours of charts may vary from those shown above. Service Desk: Page 10
12 Data Splits Insurer Data in AudaDashboard is split in three different ways; by Insurer, Sites or Estimators. The splits are defined as below: The metrics for insurers shown are derived from the work provider code chosen for the claim. When shown the AudaDashboard will group all insurer work provider codes into one row, to show it on a per contract basis. These are shown on a 28 day basis and will show the insurers/work providers that you have worked with during the last 28 days. Note: if the incorrect work provider is chosen for a claim in AudaEnterpriseGold it will be incorrectly allocated in the Insurer metrics. Sites The metrics are shown as derived from your sites within your company. This is defined by the unique company code that you log in with. Note: If your company uses multiple company codes then each company has its own AudaDashboard. Due to data protection we cannot combine these dashboards into company view. Estimators The metrics are split by the estimators within your company. The metric is derived from the first person to send the claim outside of your company this will live with the claim for its life span. Note: If you are sharing usernames and passwords for accounts then data shown within the dashboard will be incorrect. Each estimator or user should have their own account within AudaEnterpriseGold. Service Desk: Page 11
13 Key Performance Indicators how they are calculated At -A Glance Average Parts Costs Average Labour Costs Average Paint Costs Average Other Costs Ratio Parts to Labour Total Labour Hours Total Loss Labour Hours Total Number of Claims (Not Authorised) Total Number of Authorised Claims Total Number of Total Loss Claims Average Cost First Transmitted Average Cost First Authorised Average Cost First Transmitted Average Transmissions per Claim Average Images Transmitted per Claim Is calculated by taking the first transmitted (networked) Parts cost for each claim. These are totalled and divided by the total number of Claims transmitted within a month. Is calculated by taking the first transmitted (networked) Labour cost for each claim. These are totalled and divided by the total number of Claims transmitted within a month. Is calculated by taking the first transmitted (networked) Paint cost for each claim. These are totalled and divided by the total number of Claims transmitted within a month. Is calculated by taking the first transmitted (networked) Other cost for each claim. These are totalled and divided by the total number of Claims transmitted within a month. Is calculated by taking the averages for Parts and Labour and then dividing the Average Parts Cost by the Average Labour cost. This is then shown as a percentage in the charts and tables. Is calculated by taking the Total Labour Hours for Claims that are not indicated as total loss by the ABI category in AudaEnterpriseGold. Is calculated by taking the Total Total Loss Labour Hours for Claims that are indicated as total loss by the ABI category in AudaEnterpriseGold. Is the total number of Claims transmitted (networked) over 24 hours old and not yet Authorised. Is the total number of Claims transmitted (networked) and Authorised. Is the total number of Claims transmitted (networked) but denoted as a total loss by having the ABI category shown. The First Transmitted Key Performance Indicator is the Average Total Claim Cost (excluding VAT) at the time of first transmitting a claim. The First Authorised Key Performance Indicator is the Average Total Claim Cost (excluding VAT) at the time of first authorisation of a claim. The Last Transmitted Key Performance Indicator is the Average Total Claim Cost (excluding VAT) at the time of last transmitting a claim. The Average Transmissions per Claim Key Performance Indicator is the Average number of transmissions (from repairer to insurer) per claim. The Average Images Transmitted per Claim Key Performance Indicator is the Average number of Images Transmitted per claim when images are Transmitted (i.e. excludes sends where no images are sent). Service Desk: Page 12
14 Frequently Asked Questions Does the Insurer have access to my Dashboards? No. Access to this service is exclusively available through the use of your secure login details. In line with the Data Protection Act, the data that is contained within AudaDashboard is only your company s data and as such only available to your company. The only way that any third party can see the dashboards is if someone from your company gives them access. Our Key Performance Indicators do not match those from the insurer? Yes. The data within AudaDashboard relies upon what is transmitted to the insurer and exchanged within the 28 day window. If the status of a claim, work provider code, total loss status or any other information differs from the insurers, your metrics will not match. Note: The time period of review, the point at which the data is captured and the way the data is recorded and presented all affects the data. Unless the insurer captures the data at exactly the same point in time the AudaDashboard metrics will not match theirs. My total loss information is not correct and appears to be affecting my average costs? AudaDashboard uses the total loss ABI category to identify total losses; if this is not set in the claim then the claim will not be associated as a total loss metric. Ensure that you receive the correct notifications to update the status of the claims. Note: Unless the correct ABI category (for total loss claims) and status (i.e. Authorisation Status) is set, the Key Performance Indicators will appear incorrect when viewed. It is essential that those who use AudaDashboard ensure that these are set to the correct status for the claim or ensure that Authorisation mails are sent by Work Providers to update the status of claims. I would like to see more information on metrics, and get more data? Historical and detailed data is available through the AudaStats service. Please contact your local crash repair team representative or the Audatex sales desk for more information. Note: Data outside the 28 day period is available through the AudaStats packages. PLEASE CONTACT YOUR LOCAL CRASH REPAIR TEAM REPRESENTATIVE OR THE AUDATEX SALES DESK FOR MORE INFORMATION. Service Desk: Page 13
P2 Explorer for Qbyte FM
P2 Explorer for Qbyte FM 1 Introduction 2 Overview the Interface 3 P2 Explorer Framework 4 Administration Settings 4.1 Charts 4.2 Line Graphs 4.3 Bar Graphs 4.4 Sparklines 4.5 Bullet Graphs 5 Getting Started
More informationOnline Pay Claims for EXAM SUPERVISORS User Guide Version 1.0
Online Pay Claims for EXAM SUPERVISORS User Guide Version 1.0 Table of Contents What is Employee Self Service?... 4 Where do I start?... 4 Where do I find help?... 4 Getting Started... 5 Pay Claim Entry...
More informationContents. Introduction
Getting Started Introduction O&M Profiler User Guide (v6) Contents Contents... 1 Introduction... 2 Logging In... 2 Messages... 3 Options... 4 Help... 4 Home Screen... 5 System Navigation... 5 Dashboard...
More informationDashboard. Dashboard Page
Website User Guide This guide is intended to assist you with the basic functionality of the Journey Retirement Plan Services website. If you require additional assistance, please contact our office at
More informationInfinite Campus Portal Parents Quick Reference
Infinite Campus Portal Parents Quick Reference I n f i n i t e C a m p u s P o r t a l i s a w a y f o r p a r e n t s / g u a r d i a n s t o a c c e s s s t u d e n t i n f o r m a t i o n, r e g i s
More informationAccounting. With Sage One Integration Set-Up Guide
Accounting With Sage One Integration Set-Up Guide T L 4 T r a i n i n g G u i d e : A C C O U N T I N G P a g e 2 Contents Page Setting up the Sage One Integration... 3 Requirements... 3 1. Integration:...
More informationRetirement Services Participant Online Navigation Guide
Retirement Services Participant Online Navigation Guide Table of Contents Accessing the Website... 3 My Plan Dashboard... 5 View Investments... 8 Manage My Account... 9 Plan Statements & Forms... 12 Tools
More informationGuide to working with Aviva
Retirement Investments Insurance Health Guide to working with Aviva via pensionsync Contents Open an account with Aviva 3 How to apply for a new pension scheme with Aviva 4 Can I apply for an Aviva scheme
More informationSynaptic Analyser USER GUIDE
Synaptic Analyser USER GUIDE Version 1.0 October 2017 2 Contents 1 Introduction... 3 2 Logging in to Synaptic Analyser... 3 3 Client Screen... 5 3.1 Client Details... 6 3.2 Holdings... 6 3.3 Income Sources...
More informationPost Payment Documentation Request Portal
Post Payment Documentation Request Portal Responding to an Expense Reimbursement Post Payment Document Request Fannie Mae s Post Payment Documentation Request portal provides an efficient and simple way
More informationGuide to working with NEST via pensionsync
Guide to working with NEST via pensionsync Contents Open an account with NEST... 1 How to apply for a new pension scheme with NEST... 2 Can I apply for a pension scheme with NEST directly?... 2 How do
More informationPropertyware epayments. Powered by RealPage
Propertyware epayments Powered by RealPage Page i Copyrights 2002-2011 Propertyware, Inc. All rights reserved. No part of this publication may be reproduced, transmitted or stored in any archives without
More information5498 Tax Reporting Frequently Asked Questions (FAQs) for Tax Reporting Service Clients
5498 Tax Reporting Frequently Asked Questions (FAQs) for Tax Reporting Service Clients Below are common questions and answers regarding 2016 tax reporting for the IRS Form 5498 series. Q. When is the tax
More information1. Welcome to BenefitBridge. To access the BenefitBridge portal, login to BenefitBridge from the internet. 2. In the internet address bar, type:
1. Welcome to BenefitBridge. To access the BenefitBridge portal, login to BenefitBridge from the internet. 2. In the internet address bar, type: www.benefitbridge.com/egusd 1 1. If you are a returning
More informationDealer Manual. Express Carefree Maintenance Claim Net Remittance
Dealer Manual Express Carefree Maintenance Claim Net Remittance Express Systems Inc. 11 Vanderbilt Irvine, CA 92618 Phone 800.705.4001 Fax 949.727.0393 Express Carefree Maintenance Claims Express allows
More informationBudgetPak Budget Development Process Phase II
BudgetPak Budget Development Process Phase II Overview This guide contains instructions on how to complete the FY08 Operating Budget Phase II Reallocation Process using BudgetPak. To further aid, BudgetPak
More informationPFM MoneyMobile. Product Overview Guide. August 2013
PFM MoneyMobile Product Overview Guide August 2013 1 Contents MoneyMobile iphone App... 3 New Navigation Menu... 5 Accounts... 6 Transactions... 13 Excluded Transactions... 16 Spending Wheel... 17 Bubble
More informationYou should already have a worksheet with the Basic Plus Plan details in it as well as another plan you have chosen from ehealthinsurance.com.
In earlier technology assignments, you identified several details of a health plan and created a table of total cost. In this technology assignment, you ll create a worksheet which calculates the total
More informationTravelers. Electronic Policy View
Travelers Electronic Policy View 1 Contents INTRODUCTION 3 ACCESSING ELECTRONIC POLICY VIEW 4 CUSTOMER SEARCH SCREEN 5 TRANSACTION SUMMARY SCREEN 6 SAVING A TRANSACTION 7 POLICY PRESENTMENT VIEW 8 FREQUENTLY
More information1. Welcome to BenefitBridge. To access the BenefitBridge portal, login to BenefitBridge from the internet. 2. In the internet address bar, type:
1. Welcome to BenefitBridge. To access the BenefitBridge portal, login to BenefitBridge from the internet. 2. In the internet address bar, type: www.benefitbridge.com/egusd 1 1. If you are a returning
More information14. Roster Processing
14. Roster Processing Plan processing Roster processing Roster processing roster list You can create rosters by entering data manually or by using the file import capability. If you want to create the
More informationMetatrader 4 (MT4) User Guide
Metatrader 4 (MT4) User Guide Installation Download the MetaTrader4 demo platform from the Tradesto website:- https://members.tradesto.com/tradestoco4setup.exe Launch the installation file the same way
More informationPension Schemes Online Guide
Pension Schemes Online Guide taking care of you... Contents How do I log on? What is my dashboard? How do I view my contributions history? How do I find out the value of my fund? What is my contribution
More informationQuickSuper. Paying for contributions.
QuickSuper Paying for contributions www.clearinghouse.australiansuper.com QuickSuper Paying for contributions Document History Date Description 15 May 2011 Initial release to include Direct Debit and EFT
More informationContents 1. Login Layout Settings DEFAULTS CONFIRMATIONS ENVIRONMENT CHARTS
USER GUIDE Contents 1. Login... 3 2. Layout... 4 3. Settings... 5 3.1. DEFAULTS... 5 3.2. CONFIRMATIONS... 6 3.3. ENVIRONMENT... 6 3.4. CHARTS... 7 3.5. TOOLBAR... 10 3.6. DRAWING TOOLS... 10 3.7. INDICATORS...
More informationFREQUENTLY ASKED QUESTIONS
General Questions: Questions 1. How should store sites be named? 2. How do I get help? 3. How to request consultant/vendor access? 4. How to request FBO Vendor access? 5. How do I delete a project? Responses
More informationRegistration page on PayFlexDirect.com
1 2 Registration page on PayFlexDirect.com When a Retiree visits https://retiree.payflexdirect.com/employeelogin.aspx for the first time, they must register their account. The member will need to click
More informationYOUR QUICK START GUIDE TO CREATING AN INTERNATIONAL WIRE
YOUR QUICK START GUIDE TO CREATING AN INTERNATIONAL WIRE International Wire functions can be accessed through the Services g Payments menu in Intellix. Your access to different options and information
More informationRetirement Manager DISBURSEMENT ELIGIBILITY CERTIFICATE EMPLOYEE GUIDE
Retirement Manager DISBURSEMENT ELIGIBILITY CERTIFICATE EMPLOYEE GUIDE RETIREMENT MANAGER LOGIN The Retirement Manager Login page is located at: https://www.myretirementmanager.com/. Enter your ID and
More informationFinancial Check-In Liberty University Online Academy
Liberty University Online Academy From the Liberty University home page: www.liberty.edu Select Sign In Claim New Account Claim New Account An Academy student MUST Claim New Account to set up the Username
More information5498 Tax Reporting Frequently Asked Questions (FAQs) for Fully-Administered Program Clients
5498 Tax Reporting Frequently Asked Questions (FAQs) for Fully-Administered Program Clients Below are common questions and answers regarding 2017 tax reporting for the IRS Form 5498 series. Q. When is
More informationFAQS ON NEW PERSONAL INTERNET BANKING
FAQS ON NEW PERSONAL INTERNET BANKING CONTENTS FAQs on new Personal Internet Banking... 1 1. About The New Personal Internet Banking... 3 What is the new Personal Internet Banking experience?... 3 I have
More informationPriceMyLoan.com Broker s Guide. Revision 0705
PriceMyLoan.com Revision 0705 PriceMyLoan Introduction... 3 Create a New File... 4 Upload a Fannie Mae File... 5 Upload a Calyx Point File... 5 Loan Request Interface... 6 Loan Officer Info... 6 Credit
More informationMOTOR INSURANCE DATABASE. Policyholder Fleet Information Pack
MOTOR INSURANCE DATABASE Policyholder Fleet Information Pack 2 Motor Insurance Database Policyholder Fleet Information Pack Contents 1. The Motor Insurance Database (MID) 3 DVLA and Continuous Insurance
More informationAccount Management User Guide
Account Management User Guide The Account management section is where you can view your live client accounts, run reports and change the clients investment strategy. Login From your resource centre, click
More information2002 Thomson Financial
2002 Thomson Financial TABLE OF CONTENTS INTRODUCTION... 1 Welcome... 1 How Thomson ONE Analytics is Used... 1 Contacting Thomson Financial... 2 Getting Started... 2 Manual Conventions... 2 Logging on
More informationPay. Quick Start Guide Creditor Payments. Pay QUICK START GUIDE CREDITOR PAYMENTS
Creditor ments QUICK START GUIDE CREDITOR PAYMENTS 1 Creditor ments Our easy to use guide will get you up and running in no time! Index: Page: 2 Login 3 Load creditors 5 Add a creditor batch 6 Obtain a
More informationNext Year Budget Entry Monroe County, WI
2014 Next Year Budget Entry Departments are responsible for submitting budget requests. This document outlines the entry of Next Year Budget Requests using Budget Detail entry and the submission of these
More informationClaims Packaging Tool Servicer Support User Manual Version 1.0 Effective Date : 07/11/2018
Claims Packaging Tool Servicer Support User Manual Version 1.0 Effective Date : 07/11/2018 Table of Contents Claims Packaging Tool (CPT) Overview...3 CPT Servicer Use... 3 Flow Chart and Timeline...4 Claims
More informationMUNSOFT 5.2 INCOME: SUNDRY DEBTORS MANUAL. Y Walters B.Sc. (Math Science) Hons
MUNSOFT 5.2 INCOME: SUNDRY DEBTORS MANUAL 1 Y Walters B.Sc. (Math Science) Hons SUNDRY DEBTORS... 4 Enquiries... 4 Sundry Enquiries... 4 Account Search... 5 Master Files... 6 Account Master... 6 Account
More informationAudatex Release Notes AudaEnterpriseGold v4.0. External Release Notes. Version v1.1
Audatex Release Notes AudaEnterpriseGold v4.0 External Release Notes Version v1.1 Audatex (UK) Limited The Forum Station Road Theale Reading Berkshire RG7 4RA Tel: +44 (0)118 932 3535 Fax: +44 (0)118 932
More informationGuide to working with Smart Pension via pensionsync
Guide to working with Smart Pension via pensionsync Contents Open an account with Smart Pension... 2 How to apply for a new pension scheme with Smart Pension... 2 Can I apply for a pension scheme with
More informationINVESTOR360 : ADDITIONAL ASSETS
INVESTOR360 : ADDITIONAL ASSETS The Additional Assets section displays a list of outside assets associated with the account, such as bank accounts, loans, and credit cards, as well as assets manually entered
More informationTCS (Tax Clearance Status) November 2018
TCS (Tax Clearance Status) November 2018 Welcome to the SARS Tax Workshop The purpose of this presentation is merely to provide information in an easily understandable format and is intended to make the
More informationMyOMinsure Claims Registration Broker Guide
MyOMinsure Claims Registration Broker Guide Acknowledgements Designed by: Learning & Development Date implemented Feb 2018 Copyright: Source Material Supplied by Old Mutual Insure Jason van der Byl 2 P
More informationDraftworx Manual. Thank you for choosing Draftworx
Draftworx Manual Thank you for choosing Draftworx Contents Installing the program... 4 Activating the program... 5 Getting going... 6 Training videos... 6 Filter bar... 6 Regional Settings... 8 Client
More informationManaging North American Title Policy Jacket Transactions in SoftPro 360
Managing North American Title Policy Jacket Transactions in SoftPro 360 How to Submit a Transaction to North American Title North American Title Insurance Company, an underwriter that will issue Title
More informationThe guide for edental payments and prior approval web service. Version 1.7 March 2018
The guide for edental payments and prior approval web service. 1 Version 1.7 March 2018 edental web form Our edental web form service delivers two main objectives for dentists who do not operate a practice
More informationGUIDE TO ONLINE FILING OF COMPLIANCE FORMS Trust Assurance & Practice Review
GUIDE TO ONLINE FILING OF COMPLIANCE FORMS Trust Assurance & Practice Review The Real Estate Council of Alberta (RECA) requires real estate and mortgage brokerages that have received or held trust funds
More informationAdministration System (REFAS) Manual
South African Reserve Bank Retirement Fund Administration System (REFAS) Manual This guide describes options available to a member of the South African Reserve Bank Retirement Fund (the fund) on retirement.
More informationGuide to managing your workforce
For scheme administrators Guide to managing your workforce For schemes using contractual enrolment Workplace pensions CONTENTS Introduction... 4 View workforce... 4 Searching and filtering... 4 Identifying
More informationmore information Upload a contribution file
Upload a contribution file more information About the Microsoft Excel contribution process Upload a contribution file is an online process that allows you to submit Microsoft Excel (Excel) contribution
More informationThe guide for edental payments and prior approval web service.
The guide for edental payments and prior approval web service. 1 edental web form Our edental web form service delivers two main objectives for dentists who do not operate a practice management system;
More informationRisk Navigator. User guide - Prospect
Risk Navigator User guide - Prospect Risk Navigator is npower s web-based based platform giving customers secure and easy access to market news as it breaks, allowing them to monitor wholesale price movement
More informationLLC Quick Reference Guide
LLC Quick Reference Guide The Conveyancer (Do Process Software LP) Once you obtain your User ID and Password from FCT by email and you are ready to setup your LLC Account, log into The Conveyancer application.
More informationAny symbols displayed within these pages are for illustrative purposes only, and are not intended to portray any recommendation.
Fully Disclosed Brokers Getting Started Guide October 2017 2017 Interactive Brokers LLC. All Rights Reserved Any symbols displayed within these pages are for illustrative purposes only, and are not intended
More informationManual Marketers Access to the Livestock Producer Administration Database Animal Welfare Initiative - Initiative Tierwohl
Manual Marketers Access to the Livestock Producer Administration Database Animal Welfare Initiative - Initiative Tierwohl Version 1.0 June 12, 2018 arvato Financial Solutions Contents Manual... 1 Marketers
More informationYour Guide to the Personal Finance Portal (PFP)
Your Guide to the Personal Finance Portal (PFP) Introduction to the Personal Finance Portal Access to the Personal Finance Portal (PFP) is provided as part of our Ongoing Service for investment customers.
More informationACCESSING THE RESIDENT PORTAL
ACCESSING THE RESIDENT PORTAL STEP 1: Visit. STEP 2: In the top right corner of the screen, select Resident Log-in 1 LOGGING INTO YOUR RESIDENT PORTAL Tip: You may consider bookmarking this page since
More informationPayment Center Quick Start Guide
Payment Center Quick Start Guide Self Enrollment, Online Statements and Online Payments Bank of America Merrill Lynch May 2014 Notice to Recipient This manual contains proprietary and confidential information
More informationPayment Portal Registration Quick Guide
Payment Portal Registration Quick Guide Paying your rent is fast and easy with Invitation Homes online portal! Step 1: To register online and create your account, visit www.. Hover over the Current Residents
More informationUSER GUIDE. October 2015
TM USER GUIDE October 2015 CONTENTS ACCESS SMARTCLOSE TO INITIATE COLLABORATION... 1 INVITE COLLABORATORS... 3 PIPELINE VIEW... 4 INSIDE SMARTCLOSE... 5 OWNER DROPDOWN... 5 THE AUDIT SYSTEM... 6 THE MESSAGING
More informationWelcome to Citizens Bank Online New & Improved
Welcome to Citizens Bank Online New & Improved You ll enjoy enhanced Citizens Bank online banking services this fall. This User s Guide explains the features and the use of Citizens Bank s Online Banking
More informationStep by Step Guide: Electronic (via e-services) Authorised Share Changes
Step by Step Guide: Electronic (via e-services) Authorised Share Changes In order to use this service you should have registered a customer code and a credit / debit card to effect payment. Consult the
More informationPURCHASING/MOSAIC Personal Budget
PURCHASING/MOSAIC Personal Budget Home Care Outside of Agreed Budget Drafted by Brenda Bonnell Draft Issue Date: Document Version: 0.8 Signed Off by Jannett Ashley 29/09/16 1 Contents Home Care... 3 View
More informationEASY DEMAT SOLUTION SOFTWARE USER MANUAL (CLIENT VIEW)
EASY DEMAT SOLUTION SOFTWARE USER MANUAL (CLIENT VIEW) Manual Version: 1.1 Last Updated: 29 th Sept, 2015 Contents DashBoard... 1 Balance Summary... 2 Transaction History... 4 View Profile... 7 Edit Profile...
More informationSMA. Quick Reference Guide
SMA Quick Reference Guide 1 CONTENTS 1 Logging in 4 Customisations 2 Identifying the applicants 5 Additions and withdrawals 3 Creating the application 6 Reporting 2 LOGGING IN Login to the SMA via the
More informationGet connected. A how to guide to your Alliance Trust Savings platform
Get connected A how to guide to your Alliance Trust Savings platform 2 Get connected with Alliance Trust Savings As an Alliance Trust Savings customer, you have 24/7 secure online access to your Account(s).
More informationOnline access to your pension account 24/7
Online access to your pension account 24/7 The following is a list of features that you will find as you work your way through the portal: Current account balance Investment profile changes Account balance
More informationMarket Announcement Platform ( MAP ) User Guide
Market Announcement Platform ( MAP ) User Guide May 2017 CONTENTS 1. Introduction... 4 What is MAP?... 4 When does an issuer need to make a Market Announcement?... 4 When can issuers submit announcements
More informationHSA Investment Account Set Up Guide
HSA Investment Account Set Up Guide Thank you for enrolling in the Mercantile Bank HSA Investment Account! Now that you have completed the application process, you will need to follow the steps below in
More information/ Novia Stockbroker Account Adviser Guide
/ Stockbroker Account Adviser Guide / Contents Introduction Opening Stockbroker Accounts Using Stockbroker Accounts Charges Tradable securities Assistance Frequently Asked Questions / Introduction The
More informationFAIRFIELD PUBLIC SCHOOLS. Munis Self Service
FAIRFIELD PUBLIC SCHOOLS Munis Self Service Employee Self Service User Guide Version 10.5 https://fairfieldboe.munisselfservice.com/default.aspx LOG IN: Username: first initial, last name, last 4 of your
More information1. Objective of this manual What is efiling and how does it work in TaxWare? Why use TaxWare?... 3
efiling in TaxWare Index 1. Objective of this manual... 3 2. What is efiling and how does it work in TaxWare?... 3 2.1. Why use TaxWare?... 3 3. Activation of efiling on TaxWare... 3 3.1. Steps to activate
More informationMember Access Manual. Contents. Registration Process Logging In Making a Donation Donation History Account Information
Manual Contents Registration Process Logging In Making a Donation Donation History Account Information This is the first screen you will see as a new user, and for future logins. First time users must
More information2018 IRS ACA Reporting Reviewing, Correcting, and Certifying Your Forms 1095-C
Revised Jan. 17, 2019 2018 IRS ACA Reporting Reviewing, Correcting, and Certifying Your Forms 1095-C SB-25770-XXXX Need Help? You are welcome to call your consultant with any questions at 800-654-8489
More informationPROFITstar November PROFITstar Budget Manager Reference Guide. Hosted Version
Table of Contents Welcome to Budget Manager... 1 Budget Administrators... 2 Prerequisites for Completing a Budget... 2 Exporting Data... 2 User Setup and Permissions... 4 Fixed Asset Setup...10 Open Budget
More informationCHAPTER 2. New Quotes
CHAPTER 2 New Quotes 1 1. New Quote From the Community Home Page, click on the Get a New PUP Quote link. 2 2 Once you click on Get a New PUP Quote you begin the quoting process on this screen. 1. Zip Code
More informationBeneficiary Maintenance
Beneficiary Maintenance In order to add, remove, or edit existing beneficiaries on a policy, a policy owner can choose to update the information themselves on the customer portal or call Customer Service
More informationBenefit Elections Guide
Benefit Elections Guide Revised: October 2017 Workday version 29 Note: Workday provides two updates per year and there may be slight differences between the screen shots in this guide and the actual Production
More informationParticipant Guide /
Participant Guide 1 info@cmcinteractive.com www.cmcinteractive.com 888-828-1341/212-402-1850 This Quick Reference Guide outlines some of the basic functionality to help you find what you need and answer
More informationMyOMinsure Claims Registration Broker Guide
MyOMinsure Claims Registration Broker Guide Acknowledgements Designed by: Learning & Development Date implemented Feb 2018 Copyright: Source Material Supplied by Old Mutual Insure Jason van der Byl 2 P
More informationBrokerX. Quick Start. Supported Browsers: Internet Explorer Microsoft Edge Chrome Firefox
BrokerX Quick Start Supported Browsers: Internet Explorer Microsoft Edge Chrome Firefox Navigate to the Login Page: Access our BrokerX Portal by first going to our website at www.homexmortgage.com. Click
More informationGetting started on day one. The essentials
Getting started on day one The essentials 1 GETTING STARTED We re phasing the migration to our new platform and initially going live with selected advisers who have a number of clients with ISA/GIA and
More informationMyPenPay User Guide. Login Page
MyPenPay User Guide MyPenPay is an online payment information system that FCA is making available to their retirees. The system offers retirees easy access to information regarding their pension payments.
More informationAn overview of the financial profile fact finder
An overview of the financial profile fact finder Functions addressed in this document: A step-by-step walk through of the financial profile fact finder. How data entry is presented to the client within
More informationCOUNT ONLINE BROKING USER GUIDE
Welcome to the Count Online Broking website, offering market-leading functionality to help you get more from your online trading and investing: Powerful charting giving you valuable insight into client
More informatione-trading on Trigold Prospector: a guide
e-trading on Trigold Prospector: a guide www.iress.co.uk e-trading on Trigold Prospector What is e-trading? e-trading is a general term for making applications to lenders and product providers from your
More informationApplication Portal Guide
Application Portal Guide June 2018 Login email johnsmith@email.co.uk password ******** Call 03333 701 101 or visit www.pepper.money to discover more. Aimed at Professional intermediaries only; not for
More informationA GUIDE TO MY AMERICORPS
A GUIDE TO MY AMERICORPS IN MY AMERICORPS, YOU CAN.. Search AmeriCorps program opportunities, create an AmeriCorps application, and apply for positions Manage your education award Request Forbearance on
More informationHomePath Online Offers Guide for Selling Agents
HomePath Online Offers Guide for Selling Agents 2012 Fannie Mae. Trademarks of Fannie Mae FM 0912 1 Table of Contents Introduction...3 Online Offers User Support...3 Your Account...4 Registering on HomePath.com...4
More informationFX-GO platform Webtrader manual V 2.0
FX-GO platform Webtrader manual V 2.0 TradeTools FX FX-GO platform - Webtrader manual V. 2.0 - Product description Table of contents: 1 FXGO Webtrader... 2 1.1 Product description... 2 1.2 Login to Trade
More informationChapter 6- Reports Chapter 6- Reports
Using a computer to keep your farm records makes record keeping easier.and enhances your farm record data. Time savings may be the greatest benefit. While you may not save time during the data entry stage,
More informationCommsec Adviser Services User Guide
Commsec Adviser Services User Guide Welcome to the CommSec Adviser Services trading website, offering market-leading functionality to help you get more from your online trading and investing: Powerful
More informationUse this quiz to test your knowledge of navigating the site. Answers are on the following page.
WV Transparency Quiz Use this quiz to test your knowledge of navigating the site. Answers are on the following page. (Easy) Department Expenses What were the Treasurer s Office 2016-2017 Actual Expenses?
More informationMETA TRADER 4 MOBILE (ANDROID) USER GUIDE MOBILE (ANDROID) USER GUIDE.
MOBILE (ANDROID) USER GUIDE www.fxbtrading.com 1 CONTENTS Download and installation...3 Quotes...5 Chart...8 Type of orders...10 History...13 Indicators for technical analysis...14 2 MetaTrader 4 for Android
More informatione-taxfree Operating Guide
e-taxfree Operating Guide Legal requirements for a taxfree sale Tourist must reside outside the EU. Purchases must be a minimum of 50 to qualify. Tourist must present the taxfree document to Customs on
More information1. Log into Trobexis Username is your staff ID, password is your Pheme password.
1. Log into Trobexis www.trobexis.com/uwaprd. Username is your staff ID, password is your Pheme password. 2. This will bring you to your Portal Home. You can come back here at anytime by clicking on the
More informationETF PORFOLIO DATA SERVICE A DTCC DATA SERVICES OFFERING
ETF PORFOLIO DATA SERVICE A DTCC DATA SERVICES OFFERING ONBOARDING STEPS APRIL 17, 2018 Copyright 2018 DTCC. All rights reserved. This work (including, without limitation, all text, images, logos, compilation
More informationWELCOME TO YOUR PERSONAL FINANCIAL PORTAL. Return to Main Menu 1
WELCOME TO YOUR PERSONAL FINANCIAL PORTAL Return to Main Menu 1 Accessing your account for the first time 1. Follow the link in the email you receive 3. Answer 3 security questions 2. Set your password
More information