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

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<div style="text-align: right; direction: ltr; margin-left: 1em;">[[Welcome_to_e-file_and_Fundsquare_FAQ|Home page ]][[File:Home.png|Return homepage|link=Welcome_to_e-file_and_Fundsquare_FAQ]]</div>


= 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'''
[[File:Main Page My Last 50 Notification Before.PNG|800 px]]
'''After'''
[[File:Main Page My Last 50 Notification After.PNG|800 px]]
===HomePage===
'''Before / After'''
[[File:HomePage-Action buttons Before-After.png|800 px]]
===Rejected notifications===
'''Before'''
[[File:Rejected Notification_Before.PNG|800 px]]
'''After'''
[[File:Rejected Notification_After.PNG|800 px]]
===Main Page – Notification Search - Filters===
'''Before / After'''
[[File:Notification Search-Filters Before-After.PNG|800 px]]
==Notification Process ==
===Fund Selection===
'''Before'''
[[File:Fund Selection=Before.PNG|800 px]]
'''After'''
[[File:Fund Selection=After.PNG|800 px]]
====Filters====
'''Before'''
[[File:Fund selection-Filter=Before.PNG|800 px]]
'''After'''
[[File:Fund selection-Filter=After.PNG|800 px]]
===Marketing of Shares===
'''Before'''
[[File:Marketing of share=Before.PNG|800 px]]
'''After'''
[[File:Marketing of share=After.PNG|800 px]]
====Filters====
'''Before'''
[[File:Marketing of share - Filters =Before.PNG|800 px]]
'''After'''
[[File:Marketing of share - Filters =After.PNG|800 px]]
====Select Cells====
'''Before'''
[[File:Marketing of share - Select Cells=Before.PNG|800 px]]
'''After'''
[[File:Marketing of share - Select Cells=After.PNG|800 px]]
====Manage Country====
'''Before'''
[[File:Marketing of share - Manage Country = Before.PNG|800 px]]
'''After'''
[[File:Marketing of share - Manage Country = After.PNG|800 px]]
===Document Management===
'''Before'''
[[File:Document Management = Before.PNG|800 px]]
'''After'''
[[File:Document Management = After.PNG|800 px]]
====Manage all documents====
'''Before / After'''
[[File:Manage all document = Before-After.png|800 px]]
====Import====
'''Before'''
[[File:Import=Before.PNG|800 px]]
'''After'''
[[File:Import=After.PNG|800 px]]
====Set Bulk Parameters====
[[File:Set Bulk Parameters.PNG|800 px]]
====Fundsquare Library====
'''Before / After'''
[[File:Fundsquare Library=Before-After.png|800 px]]
====User Library====
'''Before / After'''
[[File:User Library = Before-After.png|800 px]]
===Notification Letters and transmission===
'''Before'''
[[File:Notification letters = Before.PNG|800 px]]
'''After'''
[[File:Notification letters = After.PNG|800 px]]
====Errors====
'''Before'''
[[File:Notification letters - Errors = Before.PNG|800 px]]
'''After'''
[[File:Notification letters - Errors = After.PNG|800 px]]
====View Content====
'''Before'''
[[File:Notification letters - View Content = Before.PNG|800 px]]
'''After'''
[[File:Notification letters - View Content = After.PNG|800 px]]
====Complete the Letter====
'''Before'''
[[File:Notification letters - Complete the Letter = Before.PNG|800 px]]
'''After'''
[[File:Notification letters - Complete the Letter = After.PNG|800 px]]

Revision as of 08:28, 7 October 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 / After

HomePage-Action buttons Before-After.png


Rejected notifications

Before

Rejected Notification Before.PNG


After

Rejected Notification After.PNG

Main Page – Notification Search - Filters

Before / After

Notification Search-Filters Before-After.PNG



Notification Process

Fund Selection

Before

Fund Selection=Before.PNG


After

Fund Selection=After.PNG


Filters

Before

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


Manage all documents

Before / After

Manage all document = Before-After.png


Import

Before

Import=Before.PNG


After

Import=After.PNG


Set Bulk Parameters

Set Bulk Parameters.PNG


Fundsquare Library

Before / After

Fundsquare Library=Before-After.png


User Library

Before / After

User Library = Before-After.png


Notification Letters and transmission

Before

Notification letters = Before.PNG


After

Notification letters = After.PNG


Errors

Before

Notification letters - Errors = Before.PNG


After

Notification letters - Errors = After.PNG


View Content

Before

Notification letters - View Content = Before.PNG


After

Notification letters - View Content = After.PNG


Complete the Letter

Before

Notification letters - Complete the Letter = Before.PNG


After

Notification letters - Complete the Letter = After.PNG