Administrator role Our clients. Our focus. TGA Business Services - - PowerPoint PPT Presentation

administrator role
SMART_READER_LITE
LIVE PREVIEW

Administrator role Our clients. Our focus. TGA Business Services - - PowerPoint PPT Presentation

TGA Business Services (previously eBS) Administrator role Our clients. Our focus. TGA Business Services drafter and submitter overview Overview Clients personal view The new capabilities and functions for Site design drafters


slide-1
SLIDE 1

TGA Business Services (previously eBS)

Administrator role

Our clients. Our focus.

slide-2
SLIDE 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
slide-3
SLIDE 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

  • r 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.

2 Our clients, our focus

slide-4
SLIDE 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

slide-5
SLIDE 5

4

Site design – for administrators

Dashboard View all contacts My organisation Connections Edit organisation Contacts Addresses View all addresses View all connections Add new contact Add new address

Our clients, our focus

slide-6
SLIDE 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

slide-7
SLIDE 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

slide-8
SLIDE 8

Edit organisation

This screen allows you to update:

  • Phone
  • Fax
  • Email
  • Web
  • Alias
  • Billing Attention
  • Billing To Email
  • Billing Cc Email

7 Our clients, our focus

slide-9
SLIDE 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

2 1 3 4 5

Our clients, our focus

slide-10
SLIDE 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

slide-11
SLIDE 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

slide-12
SLIDE 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

slide-13
SLIDE 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

  • rganisations

Manage organisation connections

Our clients, our focus

slide-14
SLIDE 14

The future

13

This is the first upgrade to the system

  • more improvements are planned.

Our clients, our focus