Home > Introduction > Release History > Changes to Help Manuals > Release 5.1 [Revision 5.108]
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Index |
Book |
Sub-book |
Topic |
Details of change |
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CC528 |
GUI to Web Transition |
Overview |
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The Welcome screen image has been replaced. |
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CC523
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Introduction |
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Overview of IN.pensions |
Wording has been added to one of the features within the section headed "Summary of features". |
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CC523 |
Introduction |
Functionality of IN.pensions |
Administrator |
A section headed "Investment statements" has been added. |
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CC523 |
Introduction |
Processes |
Process Overview |
Wording has been added at the end of the topic. |
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CC523 |
Introduction |
Processes |
Scheme Administration |
Changes have been made to the list within the sections headed "Scheme data includes:", "Benefit statement formats" and "Benefit disclaimers". Some section headings have been renamed and resequenced. Within the section headed "Investments", a cross-reference has been changed. |
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CC528 |
Security |
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Accessing the Security System |
The sub-menu screen image has been replaced and a Note has been added. |
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CC528 |
Security |
Password |
Reset User Password |
The first screen image has been replaced. |
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CC528 |
Security |
Access |
Various |
The Welcome screen images have been replaced. |
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CC527 |
Infrastructure |
System Data > Document Templates |
Overview |
The sub-menu screen image has been replaced. |
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CC523 CC527 |
Infrastructure |
System Data |
Benefit Disclaimers |
The name of this topic has been changed to Disclaimers. The menu selection at the start of the topic has been changed. The screen image has been replaced within the section headed "Add a new disclaimer message". The cross-reference at the end of the topic has been changed. |
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CC520
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Infrastructure |
Batch |
Maintain Batch Schedule |
Within the section headed "Report Criteria", the "Report Criteria" screen image for STATEMENTS has been changed and a Note has been added. |
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CC528 |
Accounting |
Transaction Capture |
Manual Accounting Transactions |
The Welcome screen image has been replaced. |
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CC528 |
Accounting |
Enquiries |
Overview |
The Welcome screen image has been replaced. |
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CC528 |
Accounting |
Bank |
Overview |
The Welcome screen image has been replaced. |
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CC528 |
Accounting |
Structure |
Recommended Set-up Sequence |
The Welcome screen image has been replaced. |
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CC528 |
Accounting |
Interface to Smartstream |
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The Welcome screen image has been replaced. |
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CC528 |
Schemes |
Scheme Launch |
Launching a Scheme |
The Welcome screen image has been replaced. |
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CC528 |
Schemes |
Scheme Update |
Processing the Scheme Update |
The Welcome screen image has been replaced. |
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CC523 |
Schemes |
Additional Menu Options |
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Topics have been re-positioned. |
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CC523 |
Schemes |
Additional Menu Options |
Overview |
The sub-menu screen image has been changed and changes have been made to the list of items below it. |
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CC523 |
Schemes |
Additional Menu Options |
Scheme Parameters |
The sub-menu screen image has been changed. |
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CC523 |
Schemes |
Additional Menu Options |
Investments |
A heading "Investments" has been inserted at the start of the topic. The sub-menu screen image has been changed. A section headed "Life cycle switching rules" has been added. |
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CC523 |
Schemes |
Additional Menu Options |
Notes |
The sub-menu screen image has been changed. |
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CC523 |
Schemes |
Additional Menu Options |
Benefit Disclaimers |
The name of this topic has been changed to Disclaimers. Wording has been amended in the first two paragraphs. Sections headed "Switching disclaimers", "Delete a disclaimer message", "Additional reading", "Benefit disclaimers" and "Delete a disclaimer message" have been added. The cross-reference at the end of the topic has been changed. |
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CC523 |
Schemes |
Additional Menu Options |
Benefit Statement Formats |
The name of this topic has been changed to Formats. Wording has been amended in the first paragraph. A heading "Benefit statement formats" has been inserted. The sub-menu screen image has been replaced. Sections headed "Investment statement formats", "Selecting income types", "Transfer value income types" and "Information sequence" have been added. Sections headed "New entrant certificate formats" and "Projection assumptions" have been added. |
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CC523 |
Schemes |
Additional Menu Options |
New Entrant Certificate Format |
The sub-menu screen image has been replaced, and the topic has been included under Formats. |
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CC523 |
Schemes |
Additional Menu Options |
Projection Assumptions |
The sub-menu screen image has been replaced, and the topic has been included under Formats. |
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CC523 |
Schemes |
Additional Menu Options |
Discontinuance |
The sub-menu screen image has been replaced. |
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CC523 |
Schemes |
Additional Menu Options |
Scheme Membership Group Enquiry |
The name of this topic has been changed to Membership Group Enquiry. The sub-menu screen image has been replaced. |
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CC523 |
Schemes |
Additional Menu Options |
Scheme Interface Enquiry |
The name of this topic has been changed to Interface Enquiry. The sub-menu screen image has been replaced. An error has been corrected. |
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CC523 |
Schemes |
Additional Menu Options |
Reserve Distribution |
The name of this topic has been changed to Distribution. A heading "Reserve distribution" has been inserted and a Note has been added. The sub-menu screen image has been replaced. Sections headed "Umbrella distribution", "Purpose", "Reset error status", "View distribution type", "Define new distribution type", "Authorize distribution details", "Delete distribution details" have been added. |
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CC528 |
Schemes |
Company Structure and Initial Load |
Overview |
The Welcome screen images have been replaced. |
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CC518 |
Members |
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Members of a Scheme |
A Note has been added at the end of the topic. The section headed "Changing the membership status" has been removed. |
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CC518 |
Members |
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Membership Details |
Within the section headed "Membership status", changes have been made to the definition of "Membership Status" in the table of fields. Within the section headed "Viewing existing membership status details", the first screen image has been replaced. A section headed "Changing the membership status" has been added. |
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CC527 |
Members |
Products > Preservation Fund |
Beneficiaries |
The List of Beneficiaries for Member screen image has been replaced, and text following it has been changed. The Beneficiary Details screen image has been replaced. The Add Beneficiary screen image has been replaced. |
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Members |
Products > Retirement Fund |
Product and Scheme Selection |
A wording error has been corrected. |
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CC527 |
Processes |
Benefits > Capturing of Exit Notifications |
Death Claim |
Within the section headed "Beneficiary details", two of the Beneficiaries screen images have been replaced. |
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CC518 |
Processes |
Benefits > Claims Administration |
Overview |
A Note has been added. |
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CC528 |
Processes |
Bulk Upload |
Annexure C: Various |
The Welcome screen images have been replaced. |
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CC528 |
Processes |
Contributions > Payroll > Data Capture |
Overview |
The Welcome screen images have been replaced. |
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CC528 |
Processes |
Switches |
Various |
The Welcome screen images have been replaced. |
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CC523
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Scheme Reports |
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Overview |
A report has been added within the "Member" section. |
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CC528
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Scheme Reports |
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Accessing the Reports |
The screen images have been replaced. |
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CC528 |
Scheme Reports |
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Batch Runs |
The Welcome screen images have been replaced. |
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CC523 |
Scheme Reports |
Member |
Benefit Statements |
A sub-section headed "View benefit statement rates" has been added at the end of the section headed "View statements via the browser". The screen image has been replaced within the section headed "View all benefit statements". Within the section headed "Text editor for benefit statements", screen images have been changed within the sub-sections headed "Text input" and "Display". The second cross-reference has been changed within the section headed "Text editor for benefit statements". |
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CC523 |
Scheme Reports |
Member |
Investment Statements |
This new topic has been added. |
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CC520 CC523 |
Scheme Reports |
Member |
Authorise Benefit Statements |
This topic has been re-positioned. A Note has been added after the first paragraph. |
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CC520 |
Reports |
MI Reports (Monthly and Weekly) |
Exception Reports |
A Note has been added within the section headed "Latest Published Benefit Statement Report". |
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CC527 |
Auxiliary Activities |
Adding a New Income Type |
Infrastructure: Create a new Income Type |
The Welcome screen images have been replaced. The System Data sub-menu has been replaced. |
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CC528 |
Auxiliary Activities |
Adding a New Income Type |
Add a new Income Type to a Scheme (Funds) |
The Welcome screen image has been replaced. |
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CC528 |
Auxiliary Activities |
Adding a New Income Type |
Add a new Income Type to a Scheme (Payroll) |
The Welcome screen image has been replaced. |
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CC528 |
Auxiliary Activities |
Adding a New Occupation Code |
Adding a New Occupation Code |
The Welcome screen image has been replaced. |
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CC528 |
Auxiliary Activities |
Adding a New Pay Centre |
Adding a new Pay Centre (Payroll) |
The Welcome screen image has been replaced. |
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CC528 |
Auxiliary Activities |
Coding for % and Flat Rate per Category |
Coding for % and Flat Rate per Category |
The Welcome screen image has been replaced. |
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CC523 |
Auxiliary Activities |
Document Customization |
Customization |
The cross-reference has been changed within the section headed "Benefit Statements / Membership Certificates". |
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CC523 |
Auxiliary Activities |
Language Translation |
Language Translation |
The last cross-reference has been changed. |
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CC528 |
Auxiliary Activities |
Setting up Calculations |
Setting up Calculations |
The Welcome screen image has been replaced. |
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CC528 |
Auxiliary Activities |
Submitting Batch Jobs |
Submitting Batch Jobs |
The Welcome screen image has been replaced. |
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CC528 |
Supplements |
Interfaces > Bank Interfaces |
Running the Batch Job |
The Welcome screen image has been replaced. |
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CC528 |
Client Specific |
Metropolitan > Interfaces and Extracts |
Corporate Payment System (CPY) |
The Welcome screen image has been replaced. |
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Index |
Book |
Sub-book |
Topic |
Details of change |
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CC528 |
Web Site Access |
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Introduction |
A section headed "View questions and answers" has been added. |
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CC528 |
Web Site Access |
Single Password Access |
First-time Registration |
A Note has been added after the Registration Form. |
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CC528 |
Web Site Access |
Multiple Password Access |
First-time Registration |
A Note has been added after the Registration Form. |
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Index |
Book |
Sub-book |
Topic |
Details of change |
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CC528 |
Member Web Site |
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Overview |
Screen images have been replaced. |
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CC527 |
Member Web Site |
Member Details |
Beneficiaries |
The List of Beneficiaries for Member screen image has been replaced, and text following it has been changed. The Beneficiary Details screen image has been replaced. The Add Beneficiary screen image has been replaced. A definition of "Disclaimer" has been added to the table of definitions. |
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CC528 |
Member Web Site |
Member Details |
Change Password |
A Note has been added at the start of the topic. |
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CC528 |
Member Web Site |
Member Details |
View/Update security questions |
A Note has been added at the start of the topic. |
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Index |
Book |
Sub-book |
Topic |
Details of change |
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CC528 |
Introduction |
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Navigation Principles |
Screen images have been replaced. |
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CC528 |
Introduction |
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Security |
This new topic has been added. |
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CC529
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Member Investment |
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Investment Balances |
This topic has been revised. |
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Index |
Book |
Sub-book |
Topic |
Details of change |
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CC528 |
Introduction |
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Navigation Principles |
A screen image has been replaced. |
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CC528 |
Introduction |
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Security |
This new topic has been added. |
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Index |
Book |
Sub-book |
Topic |
Details of change |
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CC528 |
Introduction |
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Navigation Principles |
Screen images have been replaced. |
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CC528 |
Introduction |
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Security |
This new topic has been added. |
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Index |
Book |
Sub-book |
Topic |
Details of change |
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CC528 |
Introduction |
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Navigation Principles |
Screen images have been replaced. |
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CC528 |
Introduction |
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Security |
This new topic has been added. |