Präsentation The new customer portal 2.0 of the VDE Testing- and Certification Institute Issue:...
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Transcript of Präsentation The new customer portal 2.0 of the VDE Testing- and Certification Institute Issue:...
Präsentation
The new customer portal 2.0 of the
VDE Testing- and Certification Institute
https://vde4you.vde.comIssue: 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
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
General Information
Current informationen on the state of the projects and
orders
Exchange of documents
Secure file transfer using HTTPS
Automatic e-mail notification
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“.
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!
General Presentation - Navigation
„Request“ At this point you can ask questions about the complete service sector or offers of the VDE Institute.
General Presentation - Navigation
„Projects“ Contains all documents to VDE-certificates, orders (CB certificates/testreports) and offers in seperated lists.
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)
General Presentation - Navigation
„Settings“ Notification about modifications for all documents
Change Password Managing of addresses and
contacts User access control
General Presentation - Navigation
„News and more“
Tracing of current changes Help infomation Terms of Use as the „General Terms and
Conditions“ (AGB)
How to find items? - Overview
First page „Overview VDE Institute“
Toggle function to open and close the lists „Filter Type“
How to find items? - Search
Search includes:
Full text search for all documents and technical
information such as: CB, testreports, certificates,
offers and orders.
How to find items? - Search
Results next to the hitlist grouped by:
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“
Which new functions exist?
Filtering with types
Full text search
Combination certificate <> order
Request / Request Storage
Proposal and criticism
Please feel free to ask if you have any kind of trouble
with the system:
Fabian Thomas
+49 69 8306 302