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Index |
Book |
Sub-book (if applicable) |
Topic |
Details of change |
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All |
All |
All |
Additional sub-books and topics have been created in order to break up lengthy topics into logical topics. The order of some books and topics has been rearranged under the Contents view. All existing content has been retained in the new structure. Minor wording changes have been made. |
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Overview |
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Name of book has been changed to Introduction. |
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Introduction |
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Overview |
Name of topic has been changed to Overview of IN.pensions. |
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Introduction |
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Navigation Principles |
This new topic has been added. |
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Security |
External User Registration |
Pending Registration |
The sample e-mail screen has been replaced. |
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Security |
External User Registration |
Data Level Security |
Included a section called "Set up access to Income Admin". |
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IN.pensions Scheme Launch Process Guide |
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Setting up Calculations |
Moved to a new book called "Auxiliary Activities". |
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IN.pensions Scheme Launch Process Guide |
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Adding a New Income Type |
Moved to a new book called "Auxiliary Activities". |
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IN.pensions Scheme Launch Process Guide |
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Name of book has been changed to Scheme Launch Process. |
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106 |
Scheme Launch Process |
Scheme Launch |
Launching a Scheme |
Pictures of some screens have been changed to include the Underwriting item. |
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107 |
Scheme Launch Process |
Scheme Update |
Scheme Update Type: Bank Accounts |
Included a section called "Adding a new Bank Account". |
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107 |
Scheme Launch Process |
Scheme Update |
Scheme Update Type: Bank Accounts |
Pictures of some screens have been changed to include the "Select Insurer / Investment Manager" menu item. Included a section explaining the "Select Insurer / Investment Manager" menu item. |
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107 |
Scheme Launch Process |
Scheme Update |
Scheme Update Type: Account Rule Set |
Pictures of some screens have been changed to include the ACC RULE SET update type. The section has been rewritten. |
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107 |
Scheme Launch Process |
Scheme Update |
Scheme Update Type: Bank Account Rule |
Pictures of some screens have been changed to include the BANK ACC RULE update type. The section has been rewritten. More screens have been added to the EFT Rule section. |
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104 |
Scheme Launch Process |
Scheme Update |
Scheme Update Type: Bank Account Rule |
The list of accounting activities requiring EFT Rules has been updated. |
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107 |
Scheme Launch Process |
Scheme Update |
Authorising the Process Update |
Pictures of some screens have been changed to include the ACC RULE SET and BANK ACC RULE update types. |
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103 |
Accounting |
Accounting Set-Up |
Recommended Set-up sequence |
Pictures of some menu screens have been changed to include the Bank Reconciliation item. |
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104 |
Accounting |
Accounting Set-Up |
EFT Rule Maintain |
A full list of accounting activities requiring EFT Rules has been included. |
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105 |
Accounting |
Accounting Set-Up |
Rule Set Maintain |
Pictures of some screens have been changed where the word "Fund" was changed to "Scheme". |
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Auxiliary Activities |
Post-deployment Checklist |
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This new sub-book has been added. |
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Auxiliary Activities |
Document Customization Process |
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This new sub-book has been added. |
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Member Web Site Access |
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All
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Changes to screen banners. |
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Member Web Site |
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All
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Changes to screen banners. |