Präsentation The new customer portal 2.0 of the VDE Testing- and Certification Institute https://vde4you.vde.com Issue: 01.04.2011 Originator: F. Thomas.

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Presentation transcript:

Präsentation The new customer portal 2.0 of the VDE Testing- and Certification Institute Issue: Originator: F. Thomas

Content: General Information General presentation of the new styling How to find items? VDE4YOU 2.0 – Which new functions exist? Proposal and criticism

General Information  Registration at  After the registration you will get an to activate your account. Please, logon with your existing account (DKE Account, former customer portal)  Alternatively, you will get two additional s with username and password.  The access to your customer portal will be completely managed by you.  TestAccount: vde.demo, password: vde.demo

General Information  Current informationen on the state of the projects and orders  Exchange of documents  Secure file transfer using HTTPS  Automatic notification

General Information  In the customer portal you will find the following documents  Technical information and documents to your offers, orders and certificates.  In addition you can ask questions or start orders at the VDE Institute via „Request Form“.  You can manually upload files for a project, a certificate or even without any reference via „Add documents“.

General Presentation - Navigation  View for the customer  Overview contains all information to offers, orders, certificates and questions.  Attention: On this page you will only find valid certificates!

General Presentation - Navigation  „Request“  At this point you can ask questions about the complete service sector or offers of the VDE Institute.

General Presentation - Navigation  „Projects“  Contains all documents to VDE-certificates, orders (CB certificates/testreports) and offers in seperated lists.

General Presentation - Navigation  „Documents“  „Document List“  Shows all documents in a list. It is possible to download all documents!  „Add Documents“  Upload files without reference (before a project starts)

General Presentation - Navigation  „Settings“  Notification about modifications for all documents  Change Password  Managing of addresses and contacts  User access control

General Presentation - Navigation  „News and more“  Tracing of current changes  Help infomation  Terms of Use as the „General Terms and Conditions“ (AGB)

How to find items? - Overview  First page „Overview VDE Institute“  Toggle function to open and close the lists  „Filter Type“

How to find items? - Search  Search includes:  Full text search for all documents and technical information such as: CB, testreports, certificates, offers and orders.

How to find items? - Search  Results next to the hitlist grouped by:

How to find items? – Orders<>Certificates  Connection between order and certificate via „Associated Orders“ respectively „ Associated Certificates“ on the particular detail page.  Documents to orders/certificates via „Fileshare“

Which new functions exist?  Filtering with types  Full text search  Combination certificate <> order  Request / Request Storage

Proposal and criticism  Please feel free to ask if you have any kind of trouble with the system: Fabian Thomas