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New Portal VIP Functions

New Portal VIP Functions. Navigating to the UAT Portal. Navigate to https://train-portal.veritas.com. Login. Enter Distributor Username and Password and click Login. Portal Home Page. View the Portal’s Home Page for a Distributor. Click VIP Program. VIP Home Page.

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New Portal VIP Functions

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  1. New Portal VIP Functions

  2. Navigating to the UAT Portal Navigate to https://train-portal.veritas.com

  3. Login Enter Distributor Username and Password and click Login.

  4. Portal Home Page View the Portal’s Home Page for a Distributor. Click VIP Program.

  5. VIP Home Page • New VIP functions are available: • Manage User Templates • Schedule Reports • Archive Reporting • Click Manage User Templates.

  6. Managing VIP Order Tracking Templates Select VIP Order Tracking, and click Manage Templates.

  7. Viewing Order Tracking Templates No templates have yet been created. Click Create New Template.

  8. Selecting Filter Type and Filter Values • To create a template: • Select a Filter Type. • Enter Filter Values • Enter a Template Name Once template parameters have been entered, click Create Template.

  9. Saving a User Template Once the template has been created, the report can be run immediately. Output can be emailed or downloaded. Click Email Report Now.

  10. Emailing a Report Parameters must be entered to specify the date range for the template. Complete Start Date and End Date, and any other optional fields. Click Email Now.

  11. Viewing Email Report Output Report output will be displayed. To view List File details, click Manage User Templates.

  12. Reviewing User Templates Once templates have been created, return to this function to view all existing templates. Select VIP Order Tracking and click Manage Templates.

  13. Viewing Existing User Templates All templates are displayed. Click Schedule Reports.

  14. Selecting Schedule Reports Select the Report for scheduling. Click Manage Schedules.

  15. Selecting a Template for Scheduling Select the Template to schedule. Click Create Schedule.

  16. Selecting Scheduling Parameters Select the Time Interval, the File Type and Interval for Report. Click Schedule Now.

  17. Enabling a Scheduled Report Templates will display as unscheduled. Select a Template, and click Enable Schedule.

  18. Successfully Scheduling a Report Templates will show as Enabled. Click App Home.

  19. Selecting Archive Reporting Click Archive Reporting.

  20. Entering Archive Report Parameters Select the Search Option, enter search values, and click Search.

  21. Viewing Archive Report Results Search results will be displayed. Click 3003806.

  22. Viewing Archive Report Order Details Click Log Out.

  23. Logging Out Click Logout.

  24. Logging in as a Reseller Enter Reseller Username and Password and click Login.

  25. Viewing the Reseller Home Page View the Portal’s Home Page for a Reseller. Click VIP Program.

  26. Viewing Reseller Functions Click Order Inquiry.

  27. Selecting Reseller Inquiry Parameters Select the Search Option, enter search values, and click Search.

  28. Viewing Reseller Report Results Search results will be displayed. Click 3004185.

  29. Viewing Reseller Order Details Click Log Out.

  30. Logging Out Click Logout.

  31. Logout Completed

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