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302	302
303	303
304	304	(% style="text-align:center" %)
305		-[[image:Everest.NET - Overview_html_390661347a978792.png||height="auto" width="auto"]]
	305	+[[image:Everest.NET - Overview_html_390661347a978792.png||height="463" width="605"]]
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311	311
312	312
313	313	(% style="text-align:center" %)
314		-[[image:Everest.NET - Overview_html_56bdb1a2aeadd3cf.png||height="auto" width="auto"]]
	314	+[[image:Everest.NET - Overview_html_56bdb1a2aeadd3cf.png||height="100" width="139"]]
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="auto" width="auto"]]
	337	+[[image:Everest.NET - Overview_html_5821e9f1d972c5eb.png||height="196" width="158"]]
338	338
339	339	**Factor Types**
340	340
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376	376
377	377
378	378	(% style="text-align:center" %)
379		-[[image:Everest.NET - Overview_html_e82a26de123bb9a4.png||height="auto" width="auto"]]
	379	+[[image:Everest.NET - Overview_html_e82a26de123bb9a4.png||height="165" width="571"]]
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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.
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393	393
394	394
395	395	(% style="text-align:center" %)
396		-[[image:Everest.NET - Overview_html_7aa896c78f7b93a8.png||height="auto" width="auto"]]
	396	+[[image:Everest.NET - Overview_html_7aa896c78f7b93a8.png||height="218" width="352"]]
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415	415	=== (% style="color:#2980b9" %)**Financial Settings**(%%) ===
416	416
417	417	(% style="text-align:center" %)
418		-[[image:Everest.NET - Overview_html_83a27e71f9fea658.png||height="auto" width="auto"]]
	418	+[[image:Everest.NET - Overview_html_83a27e71f9fea658.png||height="308" width="375"]]
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="auto" width="auto"]]
	479	+[[image:Everest.NET - Overview_html_60aa2d57550ec664.png||height="505" width="309"]]
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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="auto" width="auto"]]
	600	+[[image:Everest.NET - Overview_html_25397025a72b1de5.png||height="187" width="139"]]
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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="auto" width="auto"]]
	609	+[[image:Everest.NET - Overview_html_273fd31c1c2dff4a.png||height="178" width="136"]]
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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="auto" width="auto"]]
	618	+[[image:Everest.NET - Overview_html_2c67a45eafc4f5ee.png||height="172" width="130"]]
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620	620	The User levels effectively defines who has access to viewing and or editing of the various components on the Everest System.
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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="auto" width="auto"]]
	629	+[[image:Everest.NET - Overview_html_b13e9a8f50fc1238.png||height="264" width="397"]]
630	630
631	631	(% style="text-align:center" %)
632		-[[image:Everest.NET - Overview_html_9a08478fbbddb66d.png||height="auto" width="auto"]]
	632	+[[image:Everest.NET - Overview_html_9a08478fbbddb66d.png||height="270" width="409"]]
633	633
634	634	(% style="text-align:center" %)
635		-[[image:Everest.NET - Overview_html_a80fb56e2717e0b2.png||height="auto" width="auto"]]
	635	+[[image:Everest.NET - Overview_html_a80fb56e2717e0b2.png||height="93" width="418"]]
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638	638	(% style="break-before: page; text-align: center;" %)
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654	654
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656	656	(% style="text-align:center" %)
657		-[[image:Everest.NET - Overview_html_5a8af4d79db43e5f.png||height="auto" width="auto"]]
	657	+[[image:Everest.NET - Overview_html_5a8af4d79db43e5f.png||height="309" width="490"]]
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="auto" width="auto"]]
	663	+[[image:Everest.NET - Overview_html_4a33bbbb0ec8e525.png||height="97" width="636"]]
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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="auto" width="auto"]]
	671	+[[image:Everest.NET - Overview_html_fe052391e5f663da.png||height="376" width="636"]]
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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="auto" width="auto"]]
	677	+[[image:Everest.NET - Overview_html_a148d24ce82192f7.png||height="58" width="571"]]
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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="auto" width="auto"]]
	689	+[[image:Everest.NET - Overview_html_a7bf5244f230b5e6.png||height="202" width="636"]]
690	690
691	691
692	692	(% style="text-align:center" %)
693		-[[image:Everest.NET - Overview_html_6c51e644c4f624a.png||height="auto" width="auto"]]
	693	+[[image:Everest.NET - Overview_html_6c51e644c4f624a.png||height="275" width="636"]]
694	694
695	695
696	696	=== (% style="color:#2980b9" %)**Searching for Members**(%%) ===
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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="auto" width="auto"]]
	705	+[[image:Everest.NET - Overview_html_19f8c03b621b2ccc.png||height="211" width="582"]]
706	706
707	707	Once the individual has been located, the following screen will appear.
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709	709
710	710	(% style="text-align:center" %)
711		-[[image:Everest.NET - Overview_html_3bfbafb577baed77.png||height="auto" width="auto"]]
	711	+[[image:Everest.NET - Overview_html_3bfbafb577baed77.png||height="102" width="636"]]
712	712
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718	718	Should the User wish to locate all members within the specific Client, proceed as follows:
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720	720	(% style="text-align:center" %)
721		-[[image:Everest.NET - Overview_html_cf1060b464bbc73d.png||height="auto" width="auto"]]
	721	+[[image:Everest.NET - Overview_html_cf1060b464bbc73d.png||height="203" width="566"]]
722	722
723	723	(% style="text-align:center" %)
724		-[[image:Everest.NET - Overview_html_40a9ad0b46370ede.png||height="auto" width="auto"]]
	724	+[[image:Everest.NET - Overview_html_40a9ad0b46370ede.png||height="360" width="578"]]
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:
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732	732	(% style="text-align:center" %)
733		-[[image:Everest.NET - Overview_html_f163edc01ef2138c.png||height="auto" width="auto"]]
	733	+[[image:Everest.NET - Overview_html_f163edc01ef2138c.png||height="231" width="618"]]
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736	736	(% style="text-align:center" %)
737		-[[image:Everest.NET - Overview_html_bcc2a42eae0d5c2f.png||height="auto" width="auto"]]
	737	+[[image:Everest.NET - Overview_html_bcc2a42eae0d5c2f.png||height="111" width="636"]]
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