Tga business services - administrator role presentation

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View this presentation for information on:

• An overview of the site
• A client's personal view
• The site design
• Administrator specific information

Published in: Government & Nonprofit
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  • In a Financial role, your dashboard will also show you how to:
    - Make a payment
    - View invoice
  • Here you can view or print a tax invoice, then it will take you to the next slide….
  • H

    The amount, Invoice and ref are all pre-populated to help with invoice matching and to avoided part payments and over payments.
    ere, you can input your credit card details.
  • And you can view Outstanding invoices

    And also view Invoice history (including Annual charges)

    You can also search invoices by date, date-range, invoice number, total amount and description.
  • This is the first upgrade to the system - More releases are planned.
    - These examples are just some of the new capabilities in Release one.
    - We will update you shortly on our next release, but I can tell you that we are looking into introducing Secure Information Exchange, and we will also be looking at any other feedback we have from our user testing to enhance our service.
  • Tga business services - administrator role presentation

    1. 1. TGA Business Services (previously eBS) Administrator role Our clients. Our focus.
    2. 2. 1 TGA Business Services – drafter and submitter overview The new capabilities and functions for drafters and submitters using our new TGA Business services Our clients, our focus • Overview • Client’s personal view • Site design • Administrator specific information
    3. 3. Overview • In the new TGA Business Services site each user will have a personalised unique view based on the interactions they have with the TGA. • Each view is based on the different interactions people have with the TGA. The TGA Business Services site is based on using roles –drafter, submitter, financial or administrator, or any combination of these. • This PPT gives you an overview of your role and some of the new capabilities to manage contact details. • For more information read the Administrator – questions and answers. 2Our clients, our focus
    4. 4. Client’s personal view Some clients will have multiple roles. This is an example of the view with all roles: 1. The news feed is customised for each role 2. View my organisation 3. Drafters / Submitters see Work in Progress 4. Financial users see Invoices 5. All users see Interaction history 3 1 2 3 4 5 Our clients, our focus
    5. 5. 4 Site design – for administrators Dashboard View all contacts My organisation ConnectionsEdit organisation Contacts Addresses View all addresses View all connections Add new contact Add new address Our clients, our focus
    6. 6. Administrator dashboard 5 In a Administrator role, the view will show: 1. News 2. View my organisation 3. Interaction history 1 2 3 Our clients, our focus
    7. 7. My organisation 6 This screen allows you to: 1. Edit your organisation details 2. Manage your contacts 3. Manage your address 4. View your connections 1 2 3 4 Our clients, our focus
    8. 8. Edit organisation This screen allows you to update: • Phone • Fax • Email • Web • Alias • Billing Attention • Billing To Email • Billing Cc Email 7Our clients, our focus
    9. 9. View organisation contacts From this screen you can: 1. view Active contacts 2. view Inactive contacts 3. add a new contact 4. search contacts 5. edit contacts 8 21 3 4 5 Our clients, our focus
    10. 10. Enter the contact information then: 1. Select an address (optional) 2. Select system roles 3. Select an organisation contact role 4. Check the contact authorisation box if you don’t want the new contact to be able to speak to the TGA on your organisation’s behalf 9 Create new organisation contact 1 2 3 4 Our clients, our focus
    11. 11. 10 Many sponsors have multiple addresses. This screen allows you to view and search your organisation addresses Manage organisation addresses Our clients, our focus
    12. 12. 11 Enter the following information: • Address type – either Postal or Street • Address line 1 • Address line 2 (not required) • City • State (drop down list) • Postcode Country is prepopulated Add new organisation address Our clients, our focus
    13. 13. 12 Organisation Connections are assigned by the administrator. They may be agents or manufacturers. This screen allows you to view connections you have with other organisations Manage organisation connections Our clients, our focus
    14. 14. The future 13 This is the first upgrade to the system - more improvements are planned. Our clients, our focus

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