Notes

INTRODUCTION:
Purpose:
The main purpose of this document is to provide a description of the features of the Exception Management Portal. The Exception Management Portal is helpful to view and manage the Exceptions and Transactions details. A user can re-submit selected exceptions using this Portal.

Scope:
There are mainly three categories within the Exception Management Portal:
Exceptions
Transactions
User Activity

Some of the User Activity features like viewing existing users, deleting a user, resetting a user’s password, and adding a new user is accessible only to the users having “admin” rights.
The exceptions and transaction pages have the function to export the data to excel. Furthermore, there is a possibility to resubmit selected exceptions, hide unwanted exceptions and view them when needed.

GENERAL INFORMATION:
Types of Users:
Super User
Admin
Normal User
Locked User

User Features:
A user can log in to the system with correct username and password.
In the home screen, a user has the option to check the “Exceptions” or “Transactions” page.
On the top right corner, there is a settings button. That has a feature of “Changing the Password” and Login out of the system.
In the exceptions page, the user can search for specific exceptions and view them in form of a table. A user has the capacity to hide selected exceptions and resubmit certain exceptions that are of the “resubmittable” type. The user can also view all the hidden exceptions.
Similarly, in the transactions page, a user can search for transactions and view them. In both, “Exceptions” and “Transactions” page, the user can export all the data of the searched table into excel.

Admin Features:
An admin has access to all the normal user features. In addition, an admin has the capacity to “Add New User” from the settings drop-down menu.
On the home screen, an admin has an additional option to “View existing users”. Within the view screen, the admin has the possibility of searching for specific user, reset selected user’s password, edit details of user such as “first name”, “last name”, and “user type”, lock a user so that that particular user can no longer login until an admin unlocks them, and delete a user permanently from the system.

Super User:
A superuser can access all the functions of the Exception Management Portal, just like Admins. However, there is only one superuser and its details cannot be changed like the Admins. To change the password of this user, the user must log in themselves and there is no option to “reset password” for this user which is available for Admins. Furthermore, this user cannot be deleted.

Locked user:
A locked user does not have the capacity to login into the system anymore. However, that user’s data is still available in the database, unlike a deleted user. An admin can unlock a user whenever required to go back to normal functioning.




PAGE-SPECIFIC INFORMATION:

Login Page:

Enter a valid “Username” and “Password” in the given field.
Click on the “Login” button.
Home Page:
Upon successful login, the home page appears on the screen. The home page is different for an Admin and User.
Admin Home Page:

User homepage:

Details:
The “User Home Page” Does not have the “View Existing Users” button. It I accessible only to the users with “Admin” rights.


View Existing Users (ADMIN ONLY): This is an admin only feature i.e. only an Admin can access this. Any other user cannot view this option. Clicking this button opens up the “View Users” screen where the Admin can access user details such as First and Last name, username, lock/unlock a user, reset a user’s password, delete an existing user, etc.

Settings menu and Home Button: Having the cursor over the settings button displaces a drop-down menu. On the other hand, clicking the home button takes the user to the home page.
Only admins have the option to “Add New User” under the settings menu. Selecting the “Add New User” option, it takes the user to a new screen which has a form asking for the details of the new user to add.
Settings Features:
1. Change Password:

If one selects the “Change Password” option in the drop-down menu from the settings, they are taken to this page. It asks for the current password, new password, and confirmation of the new password.
Input the current password in the “Old Password” field.
Then enter a new password and re-enter it to confirm.
Click on the “Confirm” button to make the change.
Or, click on “Cancel” to go back to the previous page without making any changes.
2. Add new User (ADMIN ONLY):

All the fields are required to successfully add an additional user. However, the “User type” option can be left blank. The default user type is “user”. If it is left blank, the computer will take the default value for it i.e. “user”.
Input all the required fields.
Click on the “Add” button to complete the creation of a new user.
Click on the “Cancel” button to go back to the previous page without adding a user.

3. Logout:
This Logs out a user from the system. A user can choose to “log out” from the drop-down settings menu. Once the “Logout” option is selected, the user is redirected to the Login Page. If the user wishes to view any of the other pages within the Exception Management Portal, then they will need to Login again.
Click on the “Logout” button from the Settings drop-down menu.

Exception/Transactions Page:
The “Exceptions” and “Transactions” page can be navigated by clicking the respective button in the center of the home screen. There are two large buttons named “Exception” and “Transaction” in the center of the home page. When either of them is clicked, the user is taken to the page mentioned within the button.
Basic Layout:
Exceptions:

Search Bar: asks for input (all or any) - “Exception ID”, “From”, “To”, and “Exception Type”.
Input the required search criteria in the search bar.
Click on the “Search” button, in red, to search.
Default search is all the exceptions of that day. A user can access back the default search by clicking on the “Clear” button.

Select All: All the exceptions can be selected at once by checking the checkbox beside “Select All”.

Exception Details: The complete exception Detail can be viewed by clicking on the button “View more” under the Details header.

Hide an Exception:
Click on the “Hide” button.
Takes the user to a page to confirm
Clicking on the “Confirm” button hides the exception.
Hidden Exceptions can be viewed by clicking on the “Hidden” button.
Resubmit Exceptions:
Select the required Exceptions by checking the checkbox.
Click on the “Submit” button.
There is a pop-up to confirm the resubmission.
The is an option to view a report of the status - successful or not for the selected exceptions.

Export to Excel:
Click on the “Export” button at the bottom of the page to export the exceptions based on the current search.
This triggers a download which is an excel file.
Open the downloaded file to view the exceptions in an excel file saved in the computer.

Order by: The result on the table can be ordered by clicking on the headings
Exception ID
Date and Time
Type
Resubmit Status
Details
Page based:
A user can select how many exceptions they want to view per page at the top left corner of the table.
Below the table, on the left corner, there is a line showing how many exceptions are being shown on this page of the total number of exceptions.

When a search yields no result, this screen is shown:


Transactions:

Search Bar: asks for input (all or any) - “Transaction ID”, “From”, “To”, and “Transaction Type”.
Input the required search criteria in the search bar.
Click on the “Search” button, in red, to search.
Default search is all the transactions of that day. A user can access back the default search by clicking on the “Clear” button.

Select All: All the transactions can be selected at once by checking the checkbox beside “Select All”.

Transaction Details: The complete transaction Detail can be viewed by clicking on the button “View more” under the Details header.

Export to Excel:
Click on the “Export” button at the bottom of the page to export the transactions based on the current search.
This triggers a download which is an excel file.
Open the downloaded file to view the transaction in an excel file saved in the computer.

Order by: The result on the table can be ordered by clicking on the headings
Transaction ID
Date and Time
Type
Details

Page based:
A user can select how many exceptions they want to view per page at the top left corner of the table.
Below the table, on the left corner, there is a line showing how many exceptions are being shown on this page of the total number of exceptions.

When a search yields no result, this screen is shown:





Search Details:
A user can search based on the following:
Exception/Transaction ID
The range of date and/or time of Exception/Transaction
A user can provide all or only one of the date-time range options.
If “Form” and “To” date is left blank, then today’s date is taken automatically.
If only one of “From” and “To” date is provided, then the search is based on all the exceptions/transactions that occurred at the provided date.
The default value for “From the time” is 12:00 AM and that of “To time” is 11:59 PM.
Exception/Transaction Type
It has two drop-down options.
For Exceptions:
Resubmit
Non-resubmit
For Transactions:
Complete
Incomplete
Hidden Exceptions:

Hidden Exceptions page is similar to the “Exceptions” page. However, unlike the normal exception and transaction page, the hidden exception page’s default search returns all the hidden exceptions.
A user can come to this page by clicking on the “Hidden” button in the Exceptions Page.

Go back to Exceptions Page:
Clicking on the “Show Exception” button, the user is redirected back to the normal Exceptions page.

View Users Page (ADMIN ONLY):

No user found according to the search criteria:

This page is accessible only to users having “Admin” rights.
Search: This page has a search bar using which it becomes easier to find a particular user or narrow down to a selected few. A user can be searched based on:
Username
First Name
Last Name
Account type
To initiate the search, the user should fill at least one of the search fields and then click on the “Search” button.
Clicking the “Clear” button clears any search criteria and returns the default search.
By default, the View Users page shows all the users.

Export to Excel:
Click on the “Export” button at the bottom of the page to export the transactions based on the current search.
This triggers a download which is an excel file.
Open the downloaded file to view the transaction in an excel file saved in the computer.
Reset Password of selected user:

Click on the “Reset Password” link for a user.
Input a password to reset.
Click the “Save” button to change the password of the selected user.
“Cancel” button returns the Admin back to the “View users” page.


Edit Selected user Details:


Click on the “Edit” link of a user to come to this page.
Make the required changes on this page.
Admin can change:
First Name
Last Name
User Type
Click on the “Save” button to save the changes.
If the admin clicks on the “Cancel” button, they will be redirected back to the “View Users” Page.
Lock or Unlock any user:


Selecting the “Lock/unlock” link takes the admin to this page.
Admin can view if the selected user is “Locked” or “unlocked”.
This page also shows the first and last name of the selected user.
The selected user’s status can be changed from the drop-down options - “lock” or “unlock”.
Click the “Save button to record the changes.
On clicking the “Cancel” button, the admin is taken back to the “View Users” page.

Permanently Delete a user:


Clicking on the “Delete” link for a selected user takes the admin to this page. This page shows the username, first name, last name, and user type of the selected user. This page requires a confirmation to delete the user.
Click on the “Confirm” button to permanently delete the selected user.

Clicking on the “Cancel” button takes the admin back to the “View Users” page.
Hi, my name is Anushree.