Difference between revisions of "UCITS Cross-Border Notifications Migration"

From E-fileWiki
Jump to navigation Jump to search
Line 67: Line 67:




===Migration summary for the main page===
===Main Page – Notification Search - Filters===
 
[[File:Main Page Before after 1.png|800 px]]
 
==Entity Library==


'''Before'''
'''Before'''


[[File:Entity Library Before 1.png|800 px]]
[[File:Notification Search-Filters_Before.PNG|800 px]]




Line 81: Line 77:
'''After'''
'''After'''


[[File:Entity Library After 1.png|800 px]]
[[File:Notification Search-Filters_After.PNG|800 px]]
 






==Fund Library==


[[File:Fund Library After 1.png|800 px]]
==Notification Process ==


[[File:Fund Library Before-After 1.png|800 px]]


==Library Filters==
===Fund Selection===


'''Before'''
'''Before'''


[[File:Library Filters Before 1.png|800 px]]
[[File:Fund Selection=Before.PNG|800 px]]




Line 102: Line 95:
'''After'''
'''After'''


[[File:Library filter After 2.png|800 px]]
[[File:Fund Selection=After.PNG|800 px]]
 
 
 
'''Before After'''
 
[[File:Library Filters Before After 1.png|800 px]]
 






==Document details and history==
====Filters====


'''Before'''
'''Before'''


[[File:Document details and history Before.PNG|800 px]]
[[File:File:Fund selection-Filter=Before.PNG|800 px]]




Line 123: Line 109:
'''After'''
'''After'''


[[File:Document details and history After.PNG|800 px]]
[[File:Fund selection-Filter=After.PNG|800 px]]
 
 


'''Before-After'''


[[File:Document details and history Before-After.PNG|800 px]]


 
===Marketing of Shares===
 
 
==Import==


'''Before'''
'''Before'''


[[File:Import Before.PNG|800 px]]
[[File:Marketing of share=Before.PNG|800 px]]




Line 144: Line 123:
'''After'''
'''After'''


[[File:Import After.PNG|800 px]]
[[File:Marketing of share=After.PNG|800 px]]
 
 
 
<span style="background:red"> '''NEW:''': Set Bulk Parameters
 
[[File:Import Set bulk parameters New.PNG|800 px]]
 
 
 
 
'''Before-After'''
 
[[File:Import Before-After.PNG|800 px]]
 
 
 
 
==Action Selection==
 
 
[[File:Action Selection Before-After.PNG|800 px]]
 
 
 
 
==Change Document Indexation==
 
 
[[File:Change Document Indexation Before-After.PNG|800 px]]
 
 




==Suggestions==
====Filters====


'''Before'''
'''Before'''


[[File:Suggestion Before.PNG|800 px]]
[[File:Marketing of share - Filters =Before.PNG|800 px]]




Line 188: Line 136:
'''After'''
'''After'''


[[File:Suggestion After.PNG|800 px]]
[[File:Marketing of share - Filters =After.PNG|800 px]]
 
 
 
'''Before-After'''
 
[[File:Suggestion Before-After.PNG|800 px]]
 
 




==Transmission==
====Select Cells====


'''Before'''
'''Before'''


[[File:Transmission Before.PNG|800 px]]
[[File:Marketing of share - Select Cells=Before.PNG|800 px]]




Line 209: Line 149:
'''After'''
'''After'''


[[File:Transmission After.PNG|800 px]]
[[File:Marketing of share - Select Cells=After.PNG|800 px]]
 
 
 
'''Before-After'''


[[File:Transmission Before-After.PNG|800 px]]


 
====Manage Country====
 
 
==Consolidated view display==


'''Before'''
'''Before'''


[[File:Consolidated view display Before.PNG|800 px]]
[[File:Marketing of share - Manage Country = Before.PNG|800 px]]




Line 230: Line 162:
'''After'''
'''After'''


[[File:Consolidated view display After.PNG|800 px]]
[[File:Marketing of share - Manage Country = After.PNG|800 px]]
 
 
 
'''Before-After'''
 
[[File:Consolidated view display Before-After.PNG|800 px]]




===Document Management===


==Consolidated view transmission==


'''Before'''
'''Before'''


[[File:Consolidated view transmission Before.PNG|800 px]]
[[File:Document Management = Before.PNG|800 px]]




Line 251: Line 176:
'''After'''
'''After'''


[[File:Consolidated view transmission After.PNG|800 px]]
[[File:Document Management = After.PNG|800 px]]
 
 
 
'''Before-After'''


[[File:Consolidated view transmission Before-After.PNG|800 px]]




Revision as of 17:44, 29 September 2020

Home page Return homepage

Why this migration

  • Migration to a new technology
  • Improved user-friendliness and ergonomics
  • Contemporary design and user interface
  • Homogenous cross-module design



Presentation of the new interface

Main Page

Before

Main Page My Last 50 Notification Before.PNG


After

Main Page My Last 50 Notification After.PNG



HomePage

Before

HomePage-Action buttons Before.png


After

HomePage-Action buttons After.png



Rejected notifications

Before

Rejected Notification Before.PNG


After

800 px



Main Page – Notification Search - Filters

Before

Notification Search-Filters Before.PNG


After

Notification Search-Filters After.PNG



Notification Process

Fund Selection

Before

Fund Selection=Before.PNG


After

Fund Selection=After.PNG


Filters

Before

File:File:Fund selection-Filter=Before.PNG


After

Fund selection-Filter=After.PNG


Marketing of Shares

Before

Marketing of share=Before.PNG


After

Marketing of share=After.PNG


Filters

Before

Marketing of share - Filters =Before.PNG


After

Marketing of share - Filters =After.PNG


Select Cells

Before

Marketing of share - Select Cells=Before.PNG


After

Marketing of share - Select Cells=After.PNG


Manage Country

Before

Marketing of share - Manage Country = Before.PNG


After

Marketing of share - Manage Country = After.PNG


Document Management

Before

Document Management = Before.PNG


After

Document Management = After.PNG



SSRS Exports

New

SSRS Exports New.PNG


Before-After

SSRS Exports Before-After.PNG



Main changes

  • Name change: “Document Management” to “Document Library”
  • The module is available in English only
  • Integration of reports exports related to the management of document are now available by clicking on the « Export » button in the Document Library
  • New Bulk indexing parameters setting feature
  • Disparition of the “Selected” status for transmissions, transmissoin are now direct
  • The tab « Documents with indexation error » tab does not exist anymore
Retrieved from "http://www.e-file.lu/wiki/index.php?title=UCITS_Cross-Border_Notifications_Migration&oldid=5325"