Präsentation The new customer portal 2.0 of the VDE Testing- and Certification Institute Issue:...

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Präsentation The new customer portal 2.0 of the VDE Testing- and Certification Institute https://vde4you.vde.com Issue: 01.04.2011 Originator: F. Thomas

Transcript of Präsentation The new customer portal 2.0 of the VDE Testing- and Certification Institute Issue:...

Page 1: Präsentation The new customer portal 2.0 of the VDE Testing- and Certification Institute  Issue: 01.04.2011 Originator: F. Thomas.

Präsentation

The new customer portal 2.0 of the

VDE Testing- and Certification Institute

https://vde4you.vde.comIssue: 01.04.2011

Originator: F. Thomas

Page 2: Präsentation The new customer portal 2.0 of the VDE Testing- and Certification Institute  Issue: 01.04.2011 Originator: F. Thomas.

Content:

General Information

General presentation of the new styling

How to find items?

VDE4YOU 2.0 – Which new functions exist?

Proposal and criticism

Page 3: Präsentation The new customer portal 2.0 of the VDE Testing- and Certification Institute  Issue: 01.04.2011 Originator: F. Thomas.

General Information

Registration at www.vde.com/vde4you After the registration you will get an e-mail to activate

your account. Please, logon with your existing account (DKE Account, former customer portal)

Alternatively, you will get two additional e-mails with username and password.

The access to your customer portal will be completely managed by you.

TestAccount: vde.demo, password: vde.demo

Page 4: Präsentation The new customer portal 2.0 of the VDE Testing- and Certification Institute  Issue: 01.04.2011 Originator: F. Thomas.

General Information

Current informationen on the state of the projects and

orders

Exchange of documents

Secure file transfer using HTTPS

Automatic e-mail notification

Page 5: Präsentation The new customer portal 2.0 of the VDE Testing- and Certification Institute  Issue: 01.04.2011 Originator: F. Thomas.

General Information

In the customer portal you will find the following documents

Technical information and documents to your offers, orders and certificates.

In addition you can ask questions or start orders at the VDE Institute via „Request Form“.

You can manually upload files for a project, a certificate or even without any reference via „Add documents“.

Page 6: Präsentation The new customer portal 2.0 of the VDE Testing- and Certification Institute  Issue: 01.04.2011 Originator: F. Thomas.

General Presentation - Navigation

View for the customer Overview contains all information to offers,

orders, certificates and questions. Attention: On this page you will only find valid

certificates!

Page 7: Präsentation The new customer portal 2.0 of the VDE Testing- and Certification Institute  Issue: 01.04.2011 Originator: F. Thomas.

General Presentation - Navigation

„Request“ At this point you can ask questions about the complete service sector or offers of the VDE Institute.

Page 8: Präsentation The new customer portal 2.0 of the VDE Testing- and Certification Institute  Issue: 01.04.2011 Originator: F. Thomas.

General Presentation - Navigation

„Projects“ Contains all documents to VDE-certificates, orders (CB certificates/testreports) and offers in seperated lists.

Page 9: Präsentation The new customer portal 2.0 of the VDE Testing- and Certification Institute  Issue: 01.04.2011 Originator: F. Thomas.

General Presentation - Navigation

„Documents“ „Document List“ Shows all documents in a list. It

is possible to download all documents!

„Add Documents“ Upload files without reference

(before a project starts)

Page 10: Präsentation The new customer portal 2.0 of the VDE Testing- and Certification Institute  Issue: 01.04.2011 Originator: F. Thomas.

General Presentation - Navigation

„Settings“ Notification about modifications for all documents

Change Password Managing of addresses and

contacts User access control

Page 11: Präsentation The new customer portal 2.0 of the VDE Testing- and Certification Institute  Issue: 01.04.2011 Originator: F. Thomas.

General Presentation - Navigation

„News and more“

Tracing of current changes Help infomation Terms of Use as the „General Terms and

Conditions“ (AGB)

Page 12: Präsentation The new customer portal 2.0 of the VDE Testing- and Certification Institute  Issue: 01.04.2011 Originator: F. Thomas.

How to find items? - Overview

First page „Overview VDE Institute“

Toggle function to open and close the lists „Filter Type“

Page 13: Präsentation The new customer portal 2.0 of the VDE Testing- and Certification Institute  Issue: 01.04.2011 Originator: F. Thomas.

How to find items? - Search

Search includes:

Full text search for all documents and technical

information such as: CB, testreports, certificates,

offers and orders.

Page 14: Präsentation The new customer portal 2.0 of the VDE Testing- and Certification Institute  Issue: 01.04.2011 Originator: F. Thomas.

How to find items? - Search

Results next to the hitlist grouped by:

Page 15: Präsentation The new customer portal 2.0 of the VDE Testing- and Certification Institute  Issue: 01.04.2011 Originator: F. Thomas.

How to find items? – Orders<>Certificates

Connection between order and certificate via „Associated Orders“ respectively „ Associated Certificates“ on the particular detail page.

Documents to orders/certificates via „Fileshare“

Page 16: Präsentation The new customer portal 2.0 of the VDE Testing- and Certification Institute  Issue: 01.04.2011 Originator: F. Thomas.

Which new functions exist?

Filtering with types

Full text search

Combination certificate <> order

Request / Request Storage

Page 17: Präsentation The new customer portal 2.0 of the VDE Testing- and Certification Institute  Issue: 01.04.2011 Originator: F. Thomas.

Proposal and criticism

Please feel free to ask if you have any kind of trouble

with the system:

Fabian Thomas

[email protected]

+49 69 8306 302