Help Manual
This is the usage manual of the Administration Functions of Nomura WMD e-Platform. You can find the related information in the corresponding section below.

| Manage FAQ Categories
| Manage FAQ Questions
| Manage Announcements
| Manage Quick Access Links
| Audit Trail
| MIS Reports
| Client Setup

Manage FAQ Categories | Back to top

There are 3 sets of FAQ Categories, one set per each language.
User with one of the roles of "WMD_Admin1" and "WMD_Super" can use the Manage FAQ function to manage all the 3 sets of FAQ Categories.

How to create a FAQ Category

1. User clicks on "Add" button
2. A new entry is attached as the last item of the category list
   (The entry contains 1 text box for category title, and there is a "New" text in red color on LHS and "Cancel" button on RHS)
3. All "Up", "Down" and "Manage Questions" buttons on the page are disabled, while other buttons are enabled including "Save" buttons
4. User inputs the category title on the new entry
5. User clicks on one of the "Save" buttons
6. FAQ category listing page is updated; All entries are displayed in view mode; All buttons except the "Save" buttons are enabled; Message for items updated is shown; And the newly created item at the bottom of the list
7. End of flow

How to edit the title of a FAQ Category

1. User clicks on the "Edit" button for one of the FAQ categories
2. The correlated item is changed to edit mode
   (The entry contains 1 text box for category title with original conten prefilled, and there is a "Cancel" button on RHS)
3. All "Up", "Down" and "Manage Questions" buttons on the page are disabled, while other buttons are enabled including "Save" buttons
4. User updates the content on the entry
5. User clicks on one of the "Save" buttons
6. FAQ category listing page is updated; All entries are displayed in view mode; All buttons except the "Save" buttons are enabled; Message for items updated is shown; And the updated item is in the list
7. End of flow

How to remove a FAQ Category

1. Make sure there is no question exist in the target FAQ category
2. User clicks on one of the "Remove" buttons for one of the FAQ categories, a Confirm/Cancel dialog is prompted
3. User clicks on "Yes" in the dialog
4. The correlated item is changed to remove mode
   (The text of correlated item are struck, and there is a "Cancel" button on RHS)
5. All "Up", "Down" and "Manage Questions" buttons on the page are disabled, while other buttons are enabled including "Save" buttons
6. User clicks on one of the "Save" buttons
7. FAQ category listing page is updated; All entries are displayed in view mode; All buttons except the "Save" buttons are enabled; Message for items updated is shown; And the removed item is not in the list
8. End of flow

How to reorder FAQ Categories

1. User clicks on the "Up" or "Down" button for one of the FAQ categories
2. The correlated item swaps with the upper or lower one, depending on which button is clicked. The background color of swapping item is changed.
3. All "Add", "Edit", "Remove" and "Manage Questions" buttons on the page are disabled, while other buttons are enabled including "Save" buttons
4. Repeat step 1 until the swapping item is moved to the target position
5. User clicks on one of the "Save" buttons
6. FAQ category listing page is updated; All entries are displayed in view mode; All buttons except the "Save" buttons are enabled; Message for items updated is shown; And the selected item is swapped with the one at the new position
7. End of flow

Manage FAQ Questions | Back to top

After user clicks on the "Manage Questions" button on Manage FAQ Categories page, the corresponding list of FAQ Questions will be displayed for management.
User with one of the roles of "WMD_Admin1" and "WMD_Super" can use the Manage FAQ function to manage all the FAQ Questions.

How to create a FAQ Question

1. User clicks on "Add" button
2. A new entry is attached as the last item of the question list
   (The entry contains 1 text box and one text area for question and answer, and there is a "New" text in red color on LHS and "Cancel" button on RHS)
3. All "Up", "Down" and "Back to Categories" buttons on the page are disabled, while other buttons are enabled including "Save" buttons
4. User inputs the question and answer on the new entry
5. User clicks on one of the "Save" buttons
6. FAQ question listing page is updated; All entries are displayed in view mode; All buttons except the "Save" buttons are enabled; Message for items updated is shown; And the newly created item at the bottom of the list
7. End of flow

How to edit a FAQ Question

1. User clicks on the "Edit" button for one of the FAQ questions
2. The correlated item is changed to edit mode
   (The entry contains 1 text box and 1 text area for question and answer with original content prefilled, and there is a "Cancel" button on RHS)
3. All "Up", "Down" and "Back to Categories" buttons on the page are disabled, while other buttons are enabled including "Save" buttons
4. User updates the content on the entry
5. User clicks on one of the "Save" buttons
6. FAQ question listing page is updated; All entries are displayed in view mode; All buttons except the "Save" buttons are enabled; Message for items updated is shown; And the updated item is in the list
7. End of flow

How to remove a FAQ Question

1. User clicks on one of the "Remove" buttons for one of the FAQ questions, a Confirm/Cancel dialog is prompted
2. User clicks on "Yes" in the dialog
3. The correlated item is changed to remove mode
   (The text of correlated item are struck, and there is a "Cancel" button on RHS)
4. All "Up", "Down" and "Back to Categories" buttons on the page are disabled, while other buttons are enabled including "Save" buttons
5. User clicks on one of the "Save" buttons
6. FAQ question listing page is updated; All entries are displayed in view mode; All buttons except the "Save" buttons are enabled; Message for items updated is shown; And the removed item is not in the list
7. End of flow

How to reorder FAQ Question

1. User clicks on the "Up" or "Down" button for one of the FAQ questions
2. The correlated item swaps with the upper or lower one, depending on which button is clicked. The background color of swapping item is changed.
3. All "Add", "Edit", "Remove" and "Back to Categories" buttons on the page are disabled, while other buttons are enabled including "Save" buttons
4. Repeat step 1 until the swapping item is moved to the target position
5. User clicks on one of the "Save" buttons
6. FAQ question listing page is updated; All entries are displayed in view mode; All buttons except the "Save" buttons are enabled; Message for items updated is shown; And the selected item is swapped with the one at the new position
7. End of flow

Manage Announcements | Back to top

There are 2 lists of Announcements, Admin1 and Admin2. Each Announcement record contains content of all 3 languages (i.e. English, Traditional Chinese and Simplified Chinese). Announcement per each language can attach maximum 5 PDF files.
User with one of the roles of "WMD_Admin1", "WMD_Admin2" and "WMD_Super" can use the Manage Announcements function to manage the list of Announcements which entitled to the user role.

How to create an Announcement

1. User clicks on "Add" button
2. A page for adding item is displayed, with 2 text boxes, 1 text area and 1 checkbox for inputting category, title, content and activation; One section of PDF file attachments; The tab button of English is selected
3. User inputs the category, title, content and activation on the page
4. User selects PDF file(s) to be saved as attachments of the announcement item , maximum 5 PDF files are allowed per language
5. User clicks on the "Save" button
6. Announcements listing page of last selected language is displayed, message for item created is shown and the newly created item at the top of the list
7. End of flow

How to edit an Announcement

1. User clicks on the "Edit" button on one of the Announcement items
2. A page for editing item is displayed. The original values are prefilled in the input boxes (2 text box, 1 text area and 1 checkbox for category, title, content, activation and file attachments in a list) on the page
3. User updates the values on the page
4. Add / remove file attachments, maximum 5 PDF files are allowed
5. User clicks on the "Save" button
6. Announcements listing page of last selected language is displayed, message for item updated is shown and the updated item is in the list
7. End of flow

How to remove an Announcement

1. User clicks on one of the "Remove for all lang" buttons for one of the Announcement items, a Confirm/Cancel dialog is prompted
2. User clicks on "Yes" in the dialog
3. The correlated item is changed to remove mode
   (The text of correlated item are struck, and there is a "Cancel" button on RHS)
4. "Add", "Edit" and type and language tab button bars are disabled, while other buttons are enabled.
5. User clicks on one the "Save" buttons
6. Announcement listing page is updated; All entries are displayed in view mode; All buttons except the "Save" buttons are enabled; Message for items updated is shown; And the removed item is not in the list
7. End of flow

Manage Quick Access Links | Back to top

There are 2 lists of Quick Access Links, General and Market Insights.
For every list, there are 3 sets of records, one set per each language.
User with one of the roles of "WMD_Admin1", "WMD_Admin2" and "WMD_Super" can use the Manage Quick Access Links function to manage the list of Quick Access Links which entitled to the user role.

How to create a Quick Access Link

1. User clicks on "Add" button
2. A new entry is attached as the last item of the list
   (The entry contains 2 text boxes for title and URL, and there is a "New" text in red color on LHS and "Cancel" button on RHS)
3. All "Up" and "Down" buttons on the page are disabled, while other buttons are enabled including "Save" buttons
4. User inputs the title and URL on the new entry
5. User clicks on one of the "Save" buttons
6. Quick Access Link listing page is updated; All entries are displayed in view mode; All buttons except the "Save" buttons are enabled; Message for items updated is shown; And the newly created item at the bottom of the list
7. End of flow

How to edit a Quick Access Link

1. User clicks on the "Edit" button for one of the Quick Access Link items
2. The correlated item is changed to edit mode
   (The entry contains 2 text boxes for title and URL with original content prefilled, and there is a "Cancel" button on RHS)
3. All "Up" and "Down" buttons on the page are disabled, while other buttons are enabled including "Save" buttons
4. User updates the content on the entry
5. User clicks on one of the "Save" buttons
6. Quick Access Link listing page is updated; All entries are displayed in view mode; All buttons except the "Save" buttons are enabled; Message for items updated is shown; And the updated item is in the list
7. End of flow

How to remove a Quick Access Link

1. User clicks on one of the "Remove" buttons of the Quick Access Link items, a Confirm/Cancel dialog is prompted
2. User clicks on "Yes" in the dialog
3. The correlated item is changed to remove mode
   (The text of correlated item are struck, and there is a "Cancel" button on RHS)
4. All "Up" and "Down" buttons on the page are disabled, while other buttons are enabled including "Save" buttons
5. User clicks on one of the "Save" buttons
6. Quick Access Link listing page is updated; All entries are displayed in view mode; All buttons except the "Save" buttons are enabled; Message for items updated is shown; And the removed item is not in the list
7. End of flow

How to reorder Quick Access Links

1. User clicks on the "Up" or "Down" button for one of the Quick Access Link items
2. The correlated item swaps with the upper or lower one, depending on which button is clicked. The background color of swapping item is changed.
3. All "Add", "Edit" and "Remove" buttons on the page are disabled, while other buttons are enabled including "Save" buttons
4. Repeat step 1 until the swapping item is moved to the target position
5. User clicks on one of the "Save" buttons
6. Quick Access Link listing page is updated; All entries are displayed in view mode; All buttons except the "Save" buttons are enabled; Message for items updated is shown; And the selected item is swapped with the one at the new position
7. End of flow

Audit Trail | Back to top

There are 2 types of Audit Records, "Log-in/log-out record of each user" and "Administrator's site modification record".
User with one of the user roles of "WMD_Reports" and "WMD_Super" can download any type of Audit Records by month, week or date.

How to download the log-in/log-out record of each user

1. User selects the records month, week or date
2. User clicks on the button for downloading log-in/log-out records of each user
3. A dialog is prompted to ask user to save or open the records file in excel format
4. End of flow

How to download the administrator's site modification record

1. User selects the records month, week or date
2. User selects the administration function in the report. The options are "All", "Manage FAQ", "Manage Announcements" and "Manage Quick Access Link"
3. User clicks on the button for downloading administrator's site modification record
4. A dialog is prompted to ask user to save or open the records file in excel format
5. End of flow

MIS Report | Back to top

There are 2 types of MIS Reports, "MIS on users by sales team and RM" and "MIS on log-in counts in selected period".
User with one of the user roles of "WMD_Reports" and "WMD_Super" can download any type of MIS Records.

How to download MIS report on users by sales team and RM

1. User clicks on the button for downloading MIS report on users by sales team and RM
2. A dialog is prompted to ask user to save or open the report file in excel format
3. End of flow

How to download MIS report on log-in counts

1. User selects the report month, week or date
2. User clicks on the button for downloading MIS on log-in counts
3. A dialog is prompted to ask user to save or open the report file in excel format
4. End of flow

Client Setup | Back to top

To create a new client account, except to create a new account in NEF, a setup record is also needed WMD e-Platform.
User with one of the user roles of "WMD_Client_Setup" and "WMD_Super" can setup the record for clients in WMD e-Platform.

How to setup a client's account

1. User clicks on "Add" button
2. A page for adding item is displayed, with 1 text box for User ID and 1 text box for inputting Account number
3. User inputs the client's User ID and Account number on the page
4. User clicks on the "Save" button
5. Client listing page is displayed, the tab button of "All Clients" is selected, message for item created is shown and the newly created item can be found in the list
6. End of flow

How to edit a client setup record

1. User clicks on the "Edit" button for one of the items
2. The correlated item is changed to edit mode
   (The entry contains 2 text boxes for User ID and Account number with original content prefilled, and there is a "Cancel" button on RHS)
3. Tab buttons on the page are disabled, while other buttons are enabled including "Save" buttons
4. User updates the content on the entry
5. User clicks on one of the "Save" buttons
6. Client Setup page is updated; All entries are displayed in view mode; All buttons except the "Save" buttons and pagination bar are enabled; Message for items updated is shown; And the updated item is in the list
7. End of flow

How to remove a client setup record

1. User clicks on one of the "Remove" buttons for one of the items, a Confirm/Cancel dialog is prompted
2. User clicks on "Yes" in the dialog
3. The correlated item is changed to remove mode
   (The text of correlated item are struck, and there is a "Cancel" button on RHS)
4. Tab buttons on the page are disabled, while other buttons are enabled including "Save" buttons
5. User clicks on one of the "Save" buttons
6. Client Setup page is updated; All entries are displayed in view mode; All buttons except the "Save" buttons and pagination bar are enabled; Message for items updated is shown; And the removed item is not in the list
7. End of flow