Unionline Update. Kevin Allman, Jan Mieras and Kristen Pillon

Transcription

1 Unionline Update Kevin Allman, Jan Mieras and Kristen Pillon 1

2 Unionline Video Video 2

3 Key Drivers for Changes Mobile Nominations 3

4 Key Drivers for Changes 4

5 Key Drivers for Changes 5

6 Overview of New Look and Feel

7 Filter Consistent Filter Button used across the website. The green badge in the corner shows the number of rows filtered out. 7

8 Error, Warning & Information Messages Display in a similar manner with different colours and icons depicting the message. Error Warning Information Confirmation/ Success 8

9 Chevrons Clicking on a black chevron at the end of a row will open a pop-up window with more information. If a list has light blue chevrons it will change the displayed information to match the selected item. Clicking on the expand button will expand to show more information related to the item. Clicking on the collapse button information. will collapse the 9

10 Button Colours Buttons of similar functionality will have the same colour. Transaction Button Green Action Button Dark Blue Delete/Terminate Button Red Informational Button Light Blue 10

11 Invoices

12 Billing Account & Paperless Invoicing Billing Account Number will become the reference used when paying invoices communications in Q1/Q2 of Lists all of your billing accounts and summary information. 12

13 Billing Account & Paperless Invoicing Update ability will depend on your Unionline Access Rights. Contacts and paperless invoice options: add, delete and change. Submit button will change to full colour once data is touched. 13

14 Direct Purchase Invoices 14 View button presents pop up to select what to view. Chevron navigates to: DCB remittance will go to Funds Imbalance detail. Split Bill will go to Account History.

15 Direct Purchase Invoices 15 View Invoice Details pop up displayed when View button is selected. Provides access to the invoice PDF and other related reports, spreadsheets or files.

16 Direct Purchase Banking Information Row format versus drop down menu. Update will open a window to allow for changes. 16

17 Direct Purchase Banking Information Update New button clears all the data fields for entry of new data. 17

18 Measurements Measurement Reports

19 Measurement Reports 19

20 Heat Value History Enhanced user interface. Date selection format has changed. 20

21 Reports Direct Purchase Reports

22 22 Direct Purchase Reports

23 Direct Purchase Status Report Overall enhanced user interface. Date picker has changed format. 23

24 Contract Details

25 25 Contract Details

26 Contract Details 26 Default = Hide Inactive Agreements.

27 Contract Details Consumption Forecast & DCQ Summary moved to Allocation tab. 27

28 28 Contract Details

29 Contract Details Accept Contract 29 View and Accept Contracts on the same screen.

30 Balancing Transactions

31 Balancing Transactions 31 View, Request and Accept Transactions on the same screen.

32 Balancing Transactions 32

33 Balancing Transactions 33

34 Balancing Transactions 34

35 Balancing Transactions 35

36 Balancing Transactions 36

37 Balancing Transactions 37

38 Subscriber Profile

39 Subscriber Profile 39 Found under Support in the menu. Update your contact information & preferences.

40 What to Expect

41 Timing Targeting week of February 25, Unionline and GDAR maintenance window will be required. Minimizing impacts through planning. 41

42 Balancing: February Checkpoint Customers with the Union Determined Balancing option will balance prior to implementation. Customers with the Customer Determined Balancing option will be encouraged to balance early. Unionline will be available for your balancing needs. 42

43 Contract Acceptance Ability to electronically accept a contract through Unionline will be unavailable Feb Contract Details are available during this time. 43

44 Training Materials & Support Additional communications are planned. Training materials will be made available. Unionline Support is here to help