ngm portal user guide asset portfolio v1...
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Web Portal Introduction
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WEB PORTAL ASSET PORTFOLIO
USER GUIDE
Version : 1.0 Approved August 2009
Web Portal Introduction
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Contents
INTRODUCTION.................................................................................................................................. 3 PORTAL LOGON................................................................................................................................... 6 ASSET PORTFOLIO............................................................................................................................. 8 VIEW ASSET DETAILS....................................................................................................................... 9 CHANGE ADDRESS DETAILS............................................................................................................ 20 CHANGE ASSET DETAILS................................................................................................................. 23 VIEW CHANGE LOG........................................................................................................................... 30 NAVIGATION TO OTHER SCREENS FROM VIEW ASSET WORK...................................................... 33
Web Portal Introduction
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Introduction The Web Portal is a tool designed for Suppliers’ to allow them to raise specific requests to National Grid Metering online: It allows Suppliers to raise requests in three areas of Rainbow SAP: Enquiries, Asset Portfolio and Asset Field Work. Depending on individual end user requirements some users will have ‘view access only. The screens will reflect this with buttons and fields greyed out or even buttons missing if changes are not permitted. This document is a User Guide for Asset Portfolio functionality and assists the user to navigate around this functionality of the Web Portal system; it recommends data or actions throughout and shows examples of the information returned following an input. There is no fuzzy matching facility available within the Web Portal. Pressing on the Return key will not necessarily enter the information that has been input, the user must check that it is entered correctly as some inputs can only be entered by using the mouse and clicking on the appropriate buttons. Please refer to the RGMA manual for a glossary of the fields. There are various appendices at the back of this manual, which help the user complete certain screens, for example which fields are mandatory. The following table has a few icons and buttons that are used within the Portal system that the user may find useful. Icon/Button Description Function/Instruction
Radio button Click on it to select
Date Field data entry field Click on Calendar icon to
select the date
Drop down arrow To show menu
Back button To go back to the previous
screen
Next button To go to the next screen
Create button To create something
Submit To confirm input
Web Portal Introduction
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Search Search for the value input
Get Assets To get the asset details.
Save To save an input
Continue to the next screen Continues the action being
carried out
View Change Log To view any changes
Change Address Details Change details of the address
Change Asset Details Change details of the asset
Cancel To cancel the data entered in the screen and go back to previous screen
Asset Portfolio option Displayed in top menu bar of the portal screen
Asset Field Work option Displayed in top menu bar of the portal screen
Enquiries option Displayed in top menu bar of the portal screen
To view Work Request Shows Work Request details Data Clarifications To view all data clarifications
Asset Work Asset work Screen Enquiry Enquiry screen
View Displays details Create Navigates to create screen
Ok to confirm input After making an input
Error message appears next to area where info is required
Error message displayed at the foot of the screen
Context help displayed on screen
1st button is to go up 2nd button is go to previous page 3rd button is go to previous entry 4th button is go to next entry. 5th button is go to next page
Web Portal Introduction
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6th button is go to last page Change log shows the date, the action and the SAP ID of the person who made the changes, the page numbers are displayed at the bottom right hand side of the screen, it also shows the number of pages, There can be as many as 200 entries. If the word Pending is displayed in the action column then that denotes a change has been made that day, however, it will not show as Change within the action column, until the following day as it is an overnight process. Access to the Web Portal View Only Users who have View only access, will be able to view their details only and will not be able to Create or Change any details whatsoever. Read/Write Users that have Read/Write access will not only be able to View they will also be able to Create and Change details within their own Portfolio. View only will allow the user to View; - View Asset Details Includes full asset details provided they are the appointed Supplier. View Basic Asset Details includes; Meter Point Reference numbers [MPRN’s] Postal code, Model code and Capacity of any assets held. View the Address View Change Log Read/Write only will allow the user to View/Create and Replan - Change Address Details Change Asset Details
Web Portal Asset Portfolio
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Portal Logon Access Internet browser from user desktop 1. Double click
OR
The relevant icon to access the Browser
Enter
Address bar
https//ukmeteringportal.natgrid.co.uk.
Web Portal Asset Portfolio
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Disclaimer screen
2. Click
Login screen
3. Enter User ID 4. Enter Password 5. Click Log on
Web Portal Asset Portfolio
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Default Landing Page – View/Change Asset Portfolio
Asset Portfolio
Asset Portfolio allows a search for a specific asset by searching on MPRN, Manufacturer Serial Number or Post Code. The minimum search is Postal Code, the most efficient search is by MPRN, only one value may be entered at any one time, there is no fuzzy matching available in the Portal. There are two areas as follows: 1) View Asset Details 2) View Basic Asset Details View Asset Details allows the Supplier to display detailed asset information of their Portfolio. (Only appointed Suppliers will view Asset Details). View Basic Asset Details allows the display of details for an asset regardless of the Supplier.
Web Portal Asset Portfolio
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1. Click
To access the View/Change Asset Portfolio initial screen on header any time/any navigation step with in portal
View Asset Details Enter search criteria
2. Enter Meter Point Reference Number Or
To search using Meter Point Reference Number
Manufacturer Serial Number Or
To search using Serial Number
Postal code To search using Postal code
Web Portal Asset Portfolio
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View Asset Details radio button will automatically default, remember to click View Basic Asset Details radio button to view Basic Asset Details for non-appointed MPRNs.
3. Click
Asset list radio button
4. Click
Get Assets button
OR Press the Tab key to highlight the ‘Get Assets button’ and press the Enter key
Asset Details
Asset List is displayed in a tabular format on the screen with first row highlighted
5. Click Scroll down To view the Asset Details.
Web Portal Asset Portfolio
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Asset Details
To re use the search facility in the Asset Portfolio, click on the refresh icon and the Search Asset Portfolio screen
Web Portal Asset Portfolio
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Enter search criteria (Post Code)
6. Enter Postal Code
Do not enter asterisks *, enter only the outcode, it will display all postal codes related to the outcode, eg; B91 will display B91 3DL, B91 4DE, B91 4FX etc, The full postal code is the fastest search.
7. Click Basic List Radio button
8. Click Get Assets button
Web Portal Asset Portfolio
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Asset Details from the 'Basic List' option
The Basic Details for the asset are displayed regardless of Supplier ownership
The entries are displayed in a table. For multiple entries a page will display 10 records and a maximum of 200 entries will be displayed for any search criteria input.
9. Click Scroll bar in
table
To view the Asset list
Web Portal Asset Portfolio
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Enter Search Criteria 10. Enter MPRN
11. Click
Asset list radio button
12. Click Get Assets button
'Asset List' radio button will automatically default, remember to click Basic list radio button to Basic list for non-appointed MPRNs.
Web Portal Asset Portfolio
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Enter your search criteria
1. Enter Meter Point Reference Number
Or Manufacturer Serial Number Or Postal Code
2. Click
Asset list radio button
3. Click Get Assets
button
press the Tab key to highlight the Get Assets button and press the Enter key
Web Portal Asset Portfolio
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Asset details from the 'Asset List' button
4. Click Asset Row
5. Click
to Scroll Down To View all the Asset Details Including the Address Details.
Web Portal Asset Portfolio
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Asset Details
Address details are also displayed
Web Portal Asset Portfolio
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When the asset details are displayed there are several options available:
1) Asset Edit 2) Address Edit 3) View Change log The Edit Asset Details and Address Details buttons will be visible only if the user has the authorization to do Miscellaneous Data Amendments. Links to other areas like View Enquiry, Create Enquiry, View Work Request and Create Work Request will be enabled if the user has appropriate authorization.
6. Click
Address Edit button
Web Portal Asset Portfolio
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There are 2 options, 1. Cancel 2. Save
Click Cancel button to cancel changes made & wish to go back . Click save button to save the change made to Address Details
7. Click
Cancel button.
User is navigated to asset details page with a message Address edit was cancelled.
8. Or Click
Save button.
Web Portal Asset Portfolio
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Change Address Details
The Postal code field will be validated and the following formats are validated:
• AN NAA • ANN NAA • AAN NAA • AANN NAA • ANA NAA
A Transaction Reference number is required for any changes that happen within Asset Portfolio.
Web Portal Asset Portfolio
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Change Address Details 9. Enter
Transaction Reference number and update the changes
10. Click
Save button.
Address Edit
When there are no changes and the user has clicked on the Save button then the following screen is displayed, informing the user that no change has been made to the Address details, displayed in the screen.
11. Enter
Alterations required
12. Click
Save button.
Web Portal Asset Portfolio
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Address Edit – Successful Update
The changes will not be displayed immediately. Changes saved are updated in the system overnight.
Web Portal Asset Portfolio
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Change Asset details
1. Enter
MRPN Or Manufacturer Serial Number Or Postal Code
2. Select
Asset List Radio Button
3. Click
Web Portal Asset Portfolio
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Any alterations done using the Web Portal undergo the same validations as they would if they were sent by batch via the IX, and are listed in the MAM manual.
4. Click
Asset Row
5. Click
to Scroll Down To view all the Asset Details
6. Click
Asset Edit button.
Web Portal Asset Portfolio
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There are 2 options,
1. Cancel 2. Save
Click Cancel button to cancel changes made & wish to go back . Click save button to save the change made to Asset Details
7. Click
Cancel
Web Portal Asset Portfolio
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User is navigated to asset details page with a message Asset edit was cancelled.
Changes can be entered into the fields displayed as white. Any fields displayed as grey cannot be changed, these are view only fields.
Web Portal Asset Portfolio
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Change Asset details 1. Click
Save button
A Transaction Reference number is required for any changes that happen within Asset Portfolio. Error message is displayed if an attempt is made is to save changes with out Transaction Reference Number
2. Enter
Transaction Reference number
Web Portal Asset Portfolio
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Change Asset details
When there are no changes and the user has clicked on the Save button then the following screen is displayed, informing the user that no change has been made to the Address details, displayed in the screen.
3. Enter
Alterations required
4. Click Save button
To Save all the changes made
Web Portal Asset Portfolio
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Change Asset details
If the document is saved, user is navigated to asset details page with a message Asset updated successfully. The changes will not be reflected/displayed immediately. Changes saved are updated in the system overnight. If several changes are made to either an address or asset within the same day only the last change per field will be processed. When updating the manufacturer serial number, year and manufacturer, the combinations have to be accurate to reflect the data held in the system.
Web Portal Asset Portfolio
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View Change log
A record exists for all the Changes made to the asset or address, this log can be displayed. When displaying the change log on the same day as the change was made, the changes will be displayed as ‘Change Pending’, once the change has been processed it will be displayed as ‘Changed’, the next day, as it is an overnight process.
Enter your search criteria
1. Enter
Meter Point Reference Number
2. Click Asset list radio button
Web Portal Asset Portfolio
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3. Click Get
Assets button
OR press the Tab key to highlight the Get Assets button and press the Enter key
4. Click Asset Row 5. Click
to Scroll Down To view all the Asset Details
6. Click
View Change Log button
To View any changes made
Web Portal Asset Portfolio
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View Change log
Changes are displayed in date order; further entries are available on subsequent pages. Use the arrows within the window to navigate to the data.
7. Click Back button To go back to asset details
Web Portal Asset Portfolio
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Navigation to other screens from View Asset Work Enter search criteria
1. Enter Meter Point Reference
Number Asset list radio button will automatically default, remember to click Basic list radio button to Basic list for non-appointed MPRN’s
2. Click Asset list radio button
3. Click Get Assets
button
Alternatively press the Tab key to highlight the Get Assets button and press the Enter key
Web Portal Asset Portfolio
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Asset Details 4. Click to Scroll down
Web Portal Asset Portfolio
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5. Click Popup Menu
Web Portal Asset Portfolio
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Asset Details
Web Portal Asset Portfolio
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Asset Details
6. Click View link from
Enquiries
Web Portal Asset Portfolio
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Asset Details to View Enquiry
View Enquiry Screen with list of enquiries against the MPRN.
Web Portal Asset Portfolio
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Asset Details to Create Enquiry
7. Click Create link from
Enquiries
Web Portal Asset Portfolio
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Asset Details to Create Enquiry
Web Portal Asset Portfolio
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Asset Details to View Asset Work
8. Click View link from
Asset work
Web Portal Asset Portfolio
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Asset Details to Create Asset Work
9. Click Create link from Asset Work
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