NGM Portal User Guide Asset Portfolio V1 Approvedmetering.nationalgrid.co.uk/media/1140/ngm-portal-user-guide-asset... · NGM Portal User Guide_Asset Portfolio V1 ... There are various

Web Portal Introduction

NGM Portal User Guide_Asset Portfolio V1 Approved.doc 1 of 42

WEB PORTAL ASSET PORTFOLIO

USER GUIDE

Version : 1.0 Approved August 2009



Contents

INTRODUCTION.................................................................................................................................. 3 PORTAL LOGON................................................................................................................................... 6 ASSET PORTFOLIO............................................................................................................................. 8 VIEW ASSET DETAILS....................................................................................................................... 9 CHANGE ADDRESS DETAILS............................................................................................................ 20 CHANGE ASSET DETAILS................................................................................................................. 23 VIEW CHANGE LOG........................................................................................................................... 30 NAVIGATION TO OTHER SCREENS FROM VIEW ASSET WORK...................................................... 33



Introduction The Web Portal is a tool designed for Suppliers’ to allow them to raise specific requests to National Grid Metering online: It allows Suppliers to raise requests in three areas of Rainbow SAP: Enquiries, Asset Portfolio and Asset Field Work. Depending on individual end user requirements some users will have ‘view access only. The screens will reflect this with buttons and fields greyed out or even buttons missing if changes are not permitted. This document is a User Guide for Asset Portfolio functionality and assists the user to navigate around this functionality of the Web Portal system; it recommends data or actions throughout and shows examples of the information returned following an input. There is no fuzzy matching facility available within the Web Portal. Pressing on the Return key will not necessarily enter the information that has been input, the user must check that it is entered correctly as some inputs can only be entered by using the mouse and clicking on the appropriate buttons. Please refer to the RGMA manual for a glossary of the fields. There are various appendices at the back of this manual, which help the user complete certain screens, for example which fields are mandatory. The following table has a few icons and buttons that are used within the Portal system that the user may find useful. Icon/Button Description Function/Instruction

Radio button Click on it to select

Date Field data entry field Click on Calendar icon to

select the date

Drop down arrow To show menu

Back button To go back to the previous

screen

Next button To go to the next screen

Create button To create something

Submit To confirm input



Search Search for the value input

Get Assets To get the asset details.

Save To save an input

Continue to the next screen Continues the action being

carried out

View Change Log To view any changes

Change Address Details Change details of the address

Change Asset Details Change details of the asset

Cancel To cancel the data entered in the screen and go back to previous screen

Asset Portfolio option Displayed in top menu bar of the portal screen

Asset Field Work option Displayed in top menu bar of the portal screen

Enquiries option Displayed in top menu bar of the portal screen

To view Work Request Shows Work Request details Data Clarifications To view all data clarifications

Asset Work Asset work Screen Enquiry Enquiry screen

View Displays details Create Navigates to create screen

Ok to confirm input After making an input

Error message appears next to area where info is required

Error message displayed at the foot of the screen

Context help displayed on screen

1st button is to go up 2nd button is go to previous page 3rd button is go to previous entry 4th button is go to next entry. 5th button is go to next page



6th button is go to last page Change log shows the date, the action and the SAP ID of the person who made the changes, the page numbers are displayed at the bottom right hand side of the screen, it also shows the number of pages, There can be as many as 200 entries. If the word Pending is displayed in the action column then that denotes a change has been made that day, however, it will not show as Change within the action column, until the following day as it is an overnight process. Access to the Web Portal View Only Users who have View only access, will be able to view their details only and will not be able to Create or Change any details whatsoever. Read/Write Users that have Read/Write access will not only be able to View they will also be able to Create and Change details within their own Portfolio. View only will allow the user to View; - View Asset Details Includes full asset details provided they are the appointed Supplier. View Basic Asset Details includes; Meter Point Reference numbers [MPRN’s] Postal code, Model code and Capacity of any assets held. View the Address View Change Log Read/Write only will allow the user to View/Create and Replan - Change Address Details Change Asset Details

Web Portal Asset Portfolio


Portal Logon Access Internet browser from user desktop 1. Double click

OR

The relevant icon to access the Browser

Enter

Address bar

https//ukmeteringportal.natgrid.co.uk.



Disclaimer screen

2. Click

Login screen

3. Enter User ID 4. Enter Password 5. Click Log on



Default Landing Page – View/Change Asset Portfolio

Asset Portfolio

Asset Portfolio allows a search for a specific asset by searching on MPRN, Manufacturer Serial Number or Post Code. The minimum search is Postal Code, the most efficient search is by MPRN, only one value may be entered at any one time, there is no fuzzy matching available in the Portal. There are two areas as follows: 1) View Asset Details 2) View Basic Asset Details View Asset Details allows the Supplier to display detailed asset information of their Portfolio. (Only appointed Suppliers will view Asset Details). View Basic Asset Details allows the display of details for an asset regardless of the Supplier.



1. Click

To access the View/Change Asset Portfolio initial screen on header any time/any navigation step with in portal

View Asset Details Enter search criteria

2. Enter Meter Point Reference Number Or

To search using Meter Point Reference Number

Manufacturer Serial Number Or

To search using Serial Number

Postal code To search using Postal code



View Asset Details radio button will automatically default, remember to click View Basic Asset Details radio button to view Basic Asset Details for non-appointed MPRNs.

3. Click

Asset list radio button

4. Click

Get Assets button

OR Press the Tab key to highlight the ‘Get Assets button’ and press the Enter key

Asset Details

Asset List is displayed in a tabular format on the screen with first row highlighted

5. Click Scroll down To view the Asset Details.



Asset Details

To re use the search facility in the Asset Portfolio, click on the refresh icon and the Search Asset Portfolio screen



Enter search criteria (Post Code)

6. Enter Postal Code

Do not enter asterisks *, enter only the outcode, it will display all postal codes related to the outcode, eg; B91 will display B91 3DL, B91 4DE, B91 4FX etc, The full postal code is the fastest search.

7. Click Basic List Radio button

8. Click Get Assets button



Asset Details from the 'Basic List' option

The Basic Details for the asset are displayed regardless of Supplier ownership

The entries are displayed in a table. For multiple entries a page will display 10 records and a maximum of 200 entries will be displayed for any search criteria input.

9. Click Scroll bar in

table

To view the Asset list



Enter Search Criteria 10. Enter MPRN

11. Click


12. Click Get Assets button

'Asset List' radio button will automatically default, remember to click Basic list radio button to Basic list for non-appointed MPRNs.



Enter your search criteria

1. Enter Meter Point Reference Number

Or Manufacturer Serial Number Or Postal Code

2. Click


3. Click Get Assets

button

press the Tab key to highlight the Get Assets button and press the Enter key



Asset details from the 'Asset List' button

4. Click Asset Row

5. Click

to Scroll Down To View all the Asset Details Including the Address Details.



Asset Details

Address details are also displayed



When the asset details are displayed there are several options available:

1) Asset Edit 2) Address Edit 3) View Change log The Edit Asset Details and Address Details buttons will be visible only if the user has the authorization to do Miscellaneous Data Amendments. Links to other areas like View Enquiry, Create Enquiry, View Work Request and Create Work Request will be enabled if the user has appropriate authorization.

6. Click

Address Edit button



There are 2 options, 1. Cancel 2. Save

Click Cancel button to cancel changes made & wish to go back . Click save button to save the change made to Address Details

7. Click

Cancel button.

User is navigated to asset details page with a message Address edit was cancelled.

8. Or Click

Save button.



Change Address Details

The Postal code field will be validated and the following formats are validated:

• AN NAA • ANN NAA • AAN NAA • AANN NAA • ANA NAA

A Transaction Reference number is required for any changes that happen within Asset Portfolio.



Change Address Details 9. Enter

Transaction Reference number and update the changes

10. Click

Save button.

Address Edit

When there are no changes and the user has clicked on the Save button then the following screen is displayed, informing the user that no change has been made to the Address details, displayed in the screen.

11. Enter

Alterations required

12. Click

Save button.



Address Edit – Successful Update

The changes will not be displayed immediately. Changes saved are updated in the system overnight.



Change Asset details

1. Enter

MRPN Or Manufacturer Serial Number Or Postal Code

2. Select

Asset List Radio Button

3. Click



Any alterations done using the Web Portal undergo the same validations as they would if they were sent by batch via the IX, and are listed in the MAM manual.

4. Click

Asset Row

5. Click

to Scroll Down To view all the Asset Details

6. Click

Asset Edit button.



There are 2 options,

1. Cancel 2. Save

Click Cancel button to cancel changes made & wish to go back . Click save button to save the change made to Asset Details

7. Click

Cancel



User is navigated to asset details page with a message Asset edit was cancelled.

Changes can be entered into the fields displayed as white. Any fields displayed as grey cannot be changed, these are view only fields.



Change Asset details 1. Click

Save button

A Transaction Reference number is required for any changes that happen within Asset Portfolio. Error message is displayed if an attempt is made is to save changes with out Transaction Reference Number

2. Enter

Transaction Reference number




When there are no changes and the user has clicked on the Save button then the following screen is displayed, informing the user that no change has been made to the Address details, displayed in the screen.

3. Enter

Alterations required

4. Click Save button

To Save all the changes made




If the document is saved, user is navigated to asset details page with a message Asset updated successfully. The changes will not be reflected/displayed immediately. Changes saved are updated in the system overnight. If several changes are made to either an address or asset within the same day only the last change per field will be processed. When updating the manufacturer serial number, year and manufacturer, the combinations have to be accurate to reflect the data held in the system.



View Change log

A record exists for all the Changes made to the asset or address, this log can be displayed. When displaying the change log on the same day as the change was made, the changes will be displayed as ‘Change Pending’, once the change has been processed it will be displayed as ‘Changed’, the next day, as it is an overnight process.

Enter your search criteria

1. Enter

Meter Point Reference Number

2. Click Asset list radio button



3. Click Get

Assets button

OR press the Tab key to highlight the Get Assets button and press the Enter key

4. Click Asset Row 5. Click

to Scroll Down To view all the Asset Details

6. Click

View Change Log button

To View any changes made



View Change log

Changes are displayed in date order; further entries are available on subsequent pages. Use the arrows within the window to navigate to the data.

7. Click Back button To go back to asset details



Navigation to other screens from View Asset Work Enter search criteria

1. Enter Meter Point Reference

Number Asset list radio button will automatically default, remember to click Basic list radio button to Basic list for non-appointed MPRN’s

2. Click Asset list radio button

3. Click Get Assets

button

Alternatively press the Tab key to highlight the Get Assets button and press the Enter key



Asset Details 4. Click to Scroll down



5. Click Popup Menu



Asset Details



Asset Details

6. Click View link from

Enquiries



Asset Details to View Enquiry

View Enquiry Screen with list of enquiries against the MPRN.



Asset Details to Create Enquiry

7. Click Create link from

Enquiries



Asset Details to Create Enquiry



Asset Details to View Asset Work

8. Click View link from

Asset work



Asset Details to Create Asset Work

9. Click Create link from Asset Work

Documents

NGM Portal User Guide Asset Portfolio V1 Approvedmetering.nationalgrid.co.uk/media/1140/ngm-portal-user-guide-asset... · NGM Portal User Guide_Asset Portfolio V1 ... There are various