T24 Navigation R10

April 25, 2017 | Author: donakomeah | Category: N/A
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Navigation in T24...

Description

Introduction to T24forMCB - Navigation

TEMENOS EDUCATION CENTRE Warning: This document, is protected by copyright law and international treaties. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of TEMENOS HEADQUARTERS SA Unauthorized reproduction or distribution of this presentation or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under applicable law.” Information in this document is subject to change without notice

Navigating in T24forMCB

ƒ

Possible through Browser or Classic ƒ Both are complementary products, ensuring basic functionality ƒ Each has exclusive features

ƒ

Browser ƒ Light client ƒ Ideal for end users especially in large installation

ƒ

Classic (Character based) ƒ Running COB operations ƒ Meant for System administrators

Slide 2

Browser – Logging to T24forMCB ƒ

Intranet based front end for T24forMCB

ƒ

Log on to T24forMCB using Internet Explorer / Netscape Navigator

ƒ

Type the appropriate URL in address bar

Enter Username , Password and Click Sign in

Slide 3

Browser – Logging to T24forMCB

Slide 4

Browser - Logging out

ƒ

First T24forMCB Screen

Slide 5

Browser - Logging out

ƒ

Logging out of T24forMCB properly

Slide 6

Workshop - 1

ƒ

Login to T24forMCB by using the User name and password given by the trainer

ƒ

Log off

Slide 7

Workshop - 1 Solution 1

2

3

Slide 8

Understanding the First T24forMCB Screen

User Name Sign on Information Command Line

Slide 9

Browser buttons - Tools

Changes password of currently signed on User New password will take effect from subsequent sign on

Slide 10

Workshop - 3

ƒ

Log in to T24forMCB

ƒ

Change your password

ƒ

Log out

ƒ

Login in as the same user with the new password

ƒ

Log out of T24forMCB

Slide 11

Workshop – 3 Solution

3

1 4

2

5 Slide 12

Command Line

ƒ

Useful to super users and Administrators

ƒ

Type the task in the command line and click

to execute it

ƒ CUSTOMER

List of Existing records Creation of New records

Slide 13

Command Line

ƒ

Another option in the command line ƒ CUSTOMER I 100185

Slide 14

Workshop - 4

ƒ

Log in to T24forMCB

ƒ

Launch the following from Command line ƒ USER application with input function ƒ USER application with input function and ID – ABCDE ƒ USER application with see function and ID - AUTHORISER

ƒ

Log out

Slide 15

Workshop – 4 Solution

1

2

3 4

Slide 16

Workshop – 4 Solution

1

2

Slide 17

Navigating through Menu

ƒ

Clicking on the Menu, we can get into ƒ Sub menus, Applications or versions, Enquiries and Reports

Slide 18

Workshop - 5

ƒ

Log in to T24forMCB Model Bank

ƒ

Navigate through the sub menus and applications

ƒ

Use Administrator Menu > Operators Menu > Create User

Slide 19

Workshop – 5 Solution

1

2

3

4 Slide 20

Accessing / Creating a record

ƒ

Accessing a record in an Application with functions from browser buttons

Opens a record in input function for new or amendment of a record Opens a record in see function

Opens a record with authorise, delete, reverse ,verify function

Slide 21

Inputting records in Browser

COMMIT the record to update the data base

VALIDATE to check for Errors

Put the record on HOLD

Slide 22

Inputting records in Browser

DELETE the record

AUTHORISE the record

REVERSE the record

VERIFY the record

Slide 23

Inputting records in Browser

RETURN to application screen

Online Help

Slide 24

Inputting records in Browser

Drop down box CONTEXT enquiry Calendar Pop up MANDATORY field

Slide 25

Inputting records in Browser

Radio buttons Frequency Pop up

Slide 26

Deal menu Options - MESSAGES

ƒ

Error Messages ƒ Displayed when committed/validated ƒ Field names and error text displayed ƒ Record cannot be committed without rectification ƒ Clicking on the message takes you to the respective field to correct the input

Slide 27

Deal menu Options - MESSAGES

ƒ

Overrides Messages ƒ Warning messages ƒ Highlighted when record is committed ƒ Can go further, only if overrides are duly accepted ƒ Details of overrides and who approved stored in Audit trail

Slide 28

Copying Records 1

2

3

Slide 29

Pasting Data Fields needing Unique values are left blank After filling them record can be committed

Slide 30

Workshop - 6

ƒ

Access USER application

ƒ

Pick out any existing record

ƒ

Copy and Paste this record to your name

ƒ

Fill up the relevant fields that have not been copied

ƒ

Commit this record

Slide 31

Workshop – 6 Solution 1 4

2

3 5

Slide 32

Workshop – 6 Solution

1

2

3

4 Slide 33

Deal menu Options - LIST and SEARCH

ƒ

Two options that can be used to search files ƒ LIST to list everything ƒ FIND to list as per selection

ƒ

ƒ

Selection operands for FIND option are ƒ

Equals

Not equal to

ƒ

Greater than

Greater than or equals

ƒ

Less than

Less than or equals

ƒ

Between

Not Between

ƒ

Contains

Not Containing

ƒ

Begins with

Ends with

ƒ

Does not begin with

Does not end with

ƒ

Matches

Both options search on Live, Unauthorised and History Files

Slide 34

Listing Live records

Slide 35

Selecting History record 1

4

2

3

Slide 36

Enquiries

ƒ

Enquiry presents select information on line in pre defined form ƒ List accounts and loans of a Customer with outstanding balance ƒ Enquiries are available under Menus

2

1

Slide 37

Enquiries

3

4

Slide 38

Enquiries

ƒ

Enquiry presents select information on line in a predetermined form ƒ Context sensitive enquiries available for the application

Slide 39

Enquiries - Buttons Refresh

Toggle timer Print Default list of respective application

Selection Screen

First page

Last page Previous page

Next page Specified page

Slide 40

Saving output in other formats

ƒ

The Search / Enquiries result can be opened or saved as ƒ CSV Output will be saved as Microsoft Excel Comma Separated File in any opted location ƒ HTML Output will be saved as “.html” file in any opted location

ƒ XML Output will be saved as “XML” file in any opted location

Slide 41

Opening/ Saving as CSV 1

2

4 3

Slide 42

Opening / Saving as HTML

Slide 43

Opening / Saving as XML

Slide 44

Record status and Audit Log

ƒ

Records, other than live, exhibit their status towards the end of the record ƒ IHLD, INAU. INA2, INAO, REVE, RNAU, HNAU

ƒ

Audit Log is an important part of any record and exhibits important information towards the end of the record ƒ The Current Number, Who Input the record, Date and time of the last action on the record, Who Authorised the record

Slide 45

Thank You

TEMENOS EDUCATION CENTRE Warning: This document, is protected by copyright law and international treaties. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of TEMENOS HEADQUARTERS SA Unauthorized reproduction or distribution of this presentation or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under applicable law.” Information in this document is subject to change without notice

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