Last modified by Megan Kahl on 2021/12/01 09:51
<
From version < 45.1 >
edited by Dominique Tricerri
on 2021/08/31 14:46
To version < 48.1 >
edited by Dominique Tricerri
on 2021/08/31 14:50
>
Change comment: There is no comment for this version

Summary

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Content
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311 311  
312 312  
313 313  (% style="text-align:center" %)
314 -[[image:Everest.NET - Overview_html_56bdb1a2aeadd3cf.png||height="100" width="139"]]
314 +[[image:Everest.NET - Overview_html_56bdb1a2aeadd3cf.png||height="auto" width="auto"]]
315 315  
316 316  
317 317  **Search**
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334 334  
335 335  
336 336  (% style="text-align:center" %)
337 -[[image:Everest.NET - Overview_html_5821e9f1d972c5eb.png||height="196" width="158"]]
337 +[[image:Everest.NET - Overview_html_5821e9f1d972c5eb.png||height="auto" width="auto"]]
338 338  
339 339  **Factor Types**
340 340  
... ... @@ -376,7 +376,7 @@
376 376  
377 377  
378 378  (% style="text-align:center" %)
379 -[[image:Everest.NET - Overview_html_e82a26de123bb9a4.png||height="165" width="571"]]
379 +[[image:Everest.NET - Overview_html_e82a26de123bb9a4.png||height="auto" width="auto"]]
380 380  
381 381  
382 382  This item allows the User to ‘save’ all Batches required on a frequent basis. Essentially, once ‘saved’, it is a shortcut to the Batch Management screen for the Batches selected in this setup.
... ... @@ -393,7 +393,7 @@
393 393  
394 394  
395 395  (% style="text-align:center" %)
396 -[[image:Everest.NET - Overview_html_7aa896c78f7b93a8.png||height="218" width="352"]]
396 +[[image:Everest.NET - Overview_html_7aa896c78f7b93a8.png||height="auto" width="auto"]]
397 397  
398 398  
399 399  
... ... @@ -415,7 +415,7 @@
415 415  === (% style="color:#2980b9" %)**Financial Settings**(%%) ===
416 416  
417 417  (% style="text-align:center" %)
418 -[[image:Everest.NET - Overview_html_83a27e71f9fea658.png||height="308" width="375"]]
418 +[[image:Everest.NET - Overview_html_83a27e71f9fea658.png||height="auto" width="auto"]]
419 419  
420 420  
421 421  **System Bank Accounts**
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476 476  === (% style="color:#2980b9" %)**Static Settings**(%%) ===
477 477  
478 478  (% style="text-align:center" %)
479 -[[image:Everest.NET - Overview_html_60aa2d57550ec664.png||height="505" width="309"]]
479 +[[image:Everest.NET - Overview_html_60aa2d57550ec664.png||height="auto" width="auto"]]
480 480  
481 481  
482 482  **Expense Types**
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597 597  === (% style="color:#2980b9" %)**Workflow Groups**(%%) ===
598 598  
599 599  (% style="text-align:center" %)
600 -[[image:Everest.NET - Overview_html_25397025a72b1de5.png||height="187" width="139"]]
600 +[[image:Everest.NET - Overview_html_25397025a72b1de5.png||height="auto" width="auto"]]
601 601  
602 602  
603 603  A Workflow models the Administration House’s business processes (with validations) and records them in a step-by-step process on the system. All workflow processes are listed here, and this section details each step of the process selected.
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606 606  === (% style="color:#2980b9" %)**Workflow People**(%%) ===
607 607  
608 608  (% style="text-align:center" %)
609 -[[image:Everest.NET - Overview_html_273fd31c1c2dff4a.png||height="178" width="136"]]
609 +[[image:Everest.NET - Overview_html_273fd31c1c2dff4a.png||height="auto" width="auto"]]
610 610  
611 611  
612 612  The workflow people are effectively the personnel involved in any one of the steps of the process, whether it be an administrator, a cheque signatory etc.
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615 615  === (% style="color:#2980b9" %)**User Levels**(%%) ===
616 616  
617 617  (% style="text-align:center" %)
618 -[[image:Everest.NET - Overview_html_2c67a45eafc4f5ee.png||height="172" width="130"]]
618 +[[image:Everest.NET - Overview_html_2c67a45eafc4f5ee.png||height="auto" width="auto"]]
619 619  
620 620  The User levels effectively defines who has access to viewing and or editing of the various components on the Everest System.
621 621  
... ... @@ -626,13 +626,13 @@
626 626  **Shortcuts to the relevant Menu Paths.**
627 627  
628 628  (% style="text-align:center" %)
629 -[[image:Everest.NET - Overview_html_b13e9a8f50fc1238.png||height="264" width="397"]]
629 +[[image:Everest.NET - Overview_html_b13e9a8f50fc1238.png||height="auto" width="auto"]]
630 630  
631 631  (% style="text-align:center" %)
632 -[[image:Everest.NET - Overview_html_9a08478fbbddb66d.png||height="270" width="409"]]
632 +[[image:Everest.NET - Overview_html_9a08478fbbddb66d.png||height="auto" width="auto"]]
633 633  
634 634  (% style="text-align:center" %)
635 -[[image:Everest.NET - Overview_html_a80fb56e2717e0b2.png||height="93" width="418"]]
635 +[[image:Everest.NET - Overview_html_a80fb56e2717e0b2.png||height="auto" width="auto"]]
636 636  
637 637  
638 638  (% style="break-before: page; text-align: center;" %)
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654 654  
655 655  
656 656  (% style="text-align:center" %)
657 -[[image:Everest.NET - Overview_html_5a8af4d79db43e5f.png||height="309" width="490"]]
657 +[[image:Everest.NET - Overview_html_5a8af4d79db43e5f.png||height="auto" width="auto"]]
658 658  
659 659  
660 660  Once the individual has been located, the following screen will appear.
661 661  
662 662  (% style="text-align:center" %)
663 -[[image:Everest.NET - Overview_html_4a33bbbb0ec8e525.png||height="97" width="636"]]
663 +[[image:Everest.NET - Overview_html_4a33bbbb0ec8e525.png||height="auto" width="auto"]]
664 664  
665 665  
666 666  By clicking on the __view__ hyperlink, all static information loaded for the individual will be displayed**. **For members, the information listed here would have been imported via the Member Import (detailed in the first section of this document).
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668 668  For all individuals, other than Members, ensure that the Designation (at the bottom of the screen) has been flagged accordingly. This component allows for the filtering of “**People**” records available within other screens.
669 669  
670 670  (% style="text-align:center" %)
671 -[[image:Everest.NET - Overview_html_fe052391e5f663da.png||height="376" width="636"]]
671 +[[image:Everest.NET - Overview_html_fe052391e5f663da.png||height="auto" width="auto"]]
672 672  
673 673  
674 674  By clicking on the Fund Information Tab, a record of the Fund/s to whom this individual belongs will be displayed. This example reflects that the individual has only a “**People**” record and **not** a Member record. The above example is not a member of any of the Funds under administration on the System. This individual is merely a Contact, whether she is a Principal Officer to the Fund or Client Contact etc.
675 675  
676 676  (% style="text-align:center" %)
677 -[[image:Everest.NET - Overview_html_a148d24ce82192f7.png||height="58" width="571"]]
677 +[[image:Everest.NET - Overview_html_a148d24ce82192f7.png||height="auto" width="auto"]]
678 678  
679 679  
680 680  Should a Fund Membership record exist, the User is able to locate the member within the selected Client as identified later in the document.
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686 686  To Search for a client on the Database, proceed as follows:
687 687  
688 688  (% style="text-align:center" %)
689 -[[image:Everest.NET - Overview_html_a7bf5244f230b5e6.png||height="202" width="636"]]
689 +[[image:Everest.NET - Overview_html_a7bf5244f230b5e6.png||height="auto" width="auto"]]
690 690  
691 691  
692 692  (% style="text-align:center" %)
693 -[[image:Everest.NET - Overview_html_6c51e644c4f624a.png||height="275" width="636"]]
693 +[[image:Everest.NET - Overview_html_6c51e644c4f624a.png||height="auto" width="auto"]]
694 694  
695 695  
696 696  === (% style="color:#2980b9" %)**Searching for Members**(%%) ===
... ... @@ -702,13 +702,13 @@
702 702  Once the Client has been located (as above) the user is able to search for members within the selected Client**. **To Search for members within the specific Client, proceed as follows:
703 703  
704 704  (% style="text-align:center" %)
705 -[[image:Everest.NET - Overview_html_19f8c03b621b2ccc.png||height="211" width="582"]]
705 +[[image:Everest.NET - Overview_html_19f8c03b621b2ccc.png||height="auto" width="auto"]]
706 706  
707 707  Once the individual has been located, the following screen will appear.
708 708  
709 709  
710 710  (% style="text-align:center" %)
711 -[[image:Everest.NET - Overview_html_3bfbafb577baed77.png||height="102" width="636"]]
711 +[[image:Everest.NET - Overview_html_3bfbafb577baed77.png||height="auto" width="auto"]]
712 712  
713 713  
714 714  
... ... @@ -718,10 +718,10 @@
718 718  Should the User wish to locate all members within the specific Client, proceed as follows:
719 719  
720 720  (% style="text-align:center" %)
721 -[[image:Everest.NET - Overview_html_cf1060b464bbc73d.png||height="203" width="566"]]
721 +[[image:Everest.NET - Overview_html_cf1060b464bbc73d.png||height="auto" width="auto"]]
722 722  
723 723  (% style="text-align:center" %)
724 -[[image:Everest.NET - Overview_html_40a9ad0b46370ede.png||height="360" width="578"]]
724 +[[image:Everest.NET - Overview_html_40a9ad0b46370ede.png||height="auto" width="auto"]]
725 725  
726 726  
727 727  ==== **C. Searching for an Individual Member within the Member Listing from (B) above** ====
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730 730  Should the User wish to locate an individual member within the list of members (as documented above), proceed as follows:
731 731  
732 732  (% style="text-align:center" %)
733 -[[image:Everest.NET - Overview_html_f163edc01ef2138c.png||height="231" width="618"]]
733 +[[image:Everest.NET - Overview_html_f163edc01ef2138c.png||height="auto" width="auto"]]
734 734  
735 735  
736 736  (% style="text-align:center" %)
737 -[[image:Everest.NET - Overview_html_bcc2a42eae0d5c2f.png||height="111" width="636"]]
737 +[[image:Everest.NET - Overview_html_bcc2a42eae0d5c2f.png||height="auto" width="auto"]]
738 738  
739 739  
740 740  

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