Ensure that those icons are present on your desktop
1) a) Atlas Icons
1) b) Atlas Opening
Double click on one of the ATLAS Icon - enter you user / pwd received by email
Enter your office : 302 (LD) / 303 (JE) / 304 (GU) / 305 (GIB)
press "enter"
If the setup is correct you should see this screen
2) My Applications / Private Banking Portal
Check in "My Application" in the intranet that application "Private Banking Portal London" and "Private Banking Portal Jersey" are listed
2) a) Private Banking Portal opening
Launch the application – ensure that you are landing the “follow up” page
2) b) AML Alerts
Click on AML Alert
3) My Applications / Workflow Inbox
Go to "My Application / Workflow Inbox" ensure you have access to "Accounting" and "Private Banking Menu"
4 ) My Applications / WM Pricing Tool
As RM (only), ensure you have application "WM Pricing Tool"
5) My Applications / WM NNM Management
As a RM (only), ensure you have application "WM NNM Management Tool"
6) My Applications / WM Reporting
As a RM (only), ensure you have application "WM Reporting"
7) My Applications / WM MFC Tool
ensure you have application "MFC Tool"
Search for a client by name. Ensure that you get some results
8) b) PTF, AD, PR,ST buttons and Client & Roles card
Check that PTF, AD, PR,ST buttons are present and Client & Roles card is displayed
8) c) New Era Opening
When you click the AD or PTF button can you see this tab ?
8) d) SX Order Simulation
Can you see the names on the employee dropdown ?
Are you able to see client names ?
Credit Request expected view
Commercial gesture expected view
8) f) New Amendment Button
Ensure you have the “New Amendment” button.
Warning : Starting a new amendment will be feasible only by the 5th of December
8) g) Open a Client Document
in the account menu, go to "Documents / Client Folder"
and open one document (pdf)