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VIEWS: 98 PAGES: 23

									  Car Leasing Website
  Guest Manual
  NHS PASA




  Author               Emma Quinn

  Position             Trainee Business Systems Analyst

  Contributors         TBC

  Revision             1.0

  Date                 19/09/2008

  Document ID          Car Leasing Guest Manual.docx

  Distribution list    NHS PASA




Should you require any further information please contact transport@pasa.nhs.uk
NHS| PASA                                                                            Guest Manual




Contents

1 Terms of reference ______________________________________ 3
  1.1 Change history __________________________________________________________ 3
  1.2 References _____________________________________________________________ 3

2 Overview ______________________________________________ 4
  2.1 Accessing the System ____________________________________________________ 4
  2.2 Common features / Buttons ________________________________________________ 4
  2.3 Access Keys ___________________________________________________________ 5
  2.4 Bypass Navigation Bar ___________________________________________________ 5

3 Structure ______________________________________________ 6
  3.1 Guest Structure _________________________________________________________ 6

4 Login _________________________________________________ 7
5 Home ________________________________________________ 8
6 Apply _________________________________________________ 9
  6.1 Apply for Interim Participation _____________________________________________ 10
     6.1.1 Organisation listed _______________________________________________________________ 12
     6.1.2 Organisation not listed ____________________________________________________________ 13
  6.2 Apply for Full Participation ________________________________________________ 15
     6.2.1 Organisation listed _______________________________________________________________ 17
     6.2.2 Organisation not listed ____________________________________________________________ 18

7 Suppliers _____________________________________________ 21
  7.1 Supplier Table _________________________________________________________ 21
  7.2 Go to the suppliers Website ______________________________________________ 22

8 Emissions ____________________________________________ 23




                                                                                      Page 2 of 23
NHS| PASA                                                                               Guest Manual




1 Terms of reference
This document provides detailed instructions for the use of the Car Leasing System for Guests.


1.1 Change history
Revision      Date            Author          Summary of changes

                                                       st
Draft         18/04/2008      Emma Quinn      None – 1 Draft


1.0


1.1


1.2




1.2 References
No      Document                                                                       Date


1       Functional Specification                                                       18/04/2008


2


3


4




                                                                                         Page 3 of 23
NHS| PASA                                                                                     Guest Manual




2 Overview
2.1 Accessing the System
To access the NHS Car leasing system, open internet explorer and enter the following URL:

https://www.pasa.nhs.uk/CarLeasing
The site has been developed for Internet explorer 6 and above and a screen resolution of at least
1024 x 768 so may not display correctly in other browsers or at other screen resolutions.


2.2 Common features / Buttons
Most tables displaying information contain the following items
Total Number of Results
At the top of tables is information that tells you how many results there are and which ones you are
currently viewing (see arrow 1 on figure 2.1)

Number of Results per page
There is an option at the bottom of the page to change the number of results displayed on the page
(see arrow 2 on figure 2.1).

Jump to Page
See arrow 3 on figure 2.1, where you can choose the page that you wish to Jump to.

Paging
If there are more than 10 results you can page through the results by clicking on “Next”, “Previous”,
“First” or “Last” (see arrows 4 and 5 on figure 2.1).

If the button is grey (see first and previous buttons on figure 2.1) then there are no records that the
button relates to so you cannot click on that button.

Export to CSV
If you see an CSV icon (see arrow 6 on figure 2.1) you can click on this and export the information in
the table to CSV.

                       1                                                                                      6




5                                            2                     3                                          4


    Figure 2.1 – Information Table Example




                                                                                               Page 4 of 23
NHS| PASA                                                                                 Guest Manual



2.3 Access Keys
Access keys have been setup so that certain pages can be accessed by pressing a combination of
keyboard keys.

The access keys for a Guest are as follows:

Login
From any page, press the Alt key and the L key at the same time, release both keys and then press
return.

Help
From any page, press the Alt key and the I key at the same time, release both keys and then press
return.

Home
From any page, press the Alt key and the H key at the same time, release both keys and then press
return.

Suppliers
From any page, press the Alt key and the S key at the same time, release both keys and then press
return.

Emissions
From any page, press the Alt key and the E key at the same time, release both keys and then press
return.

Full Application
From the Apply for Account page, press the Alt key and the F key at the same time, release both keys
and then press return.

Interim Application
From the Apply for Account page, press the Alt key and the A key at the same time, release both keys
and then press return.


2.4 Bypass Navigation Bar
At the top of each page there is a link labelled “Bypass Navigation Bar” (see arrow 1 on figure 2.2).

                                                  This option is available to assist users with speech
                                                  synthesizers and users who navigate the page with
                                                  a keyboard rather than a pointing device such as a
                                                  mouse or touch-pad.

                        1                         Clicking on this link will set the focus to the main
                                                  content of the page, thus making as much content
                                                  as possible visible, and avoiding the need to tab
 Figure 2.2 – Bypass Navigation Bar               through the Navigation bar (menu) before reaching
                                                  the main content

 Using the tab key to move through the items displayed on the page, keyboard users can then press
the return key to activate buttons or links within the main page content.




                                                                                           Page 5 of 23
NHS| PASA                                                                              Guest Manual




3 Structure
3.1 Guest Structure
When you browse to the site, you will see a “Guest” homepage, with some basic information and links
to the application form.



                               Login
                                                Interim
                                               Application
                               Apply

                                                  Full
                                               Application
                              Suppliers




                          Emissions


 Figure 3.1 Guest Structure




                                                                                        Page 6 of 23
NHS| PASA                                                                                    Guest Manual




4 Login
To login to the site you can either login from the home page by entering your username and password
in to the login section (see figure 4.1).




 Figure 4.1 Login Screen



Or you can click on the login button on the top right of the screen (see arrow 1 on figure 4.2).




                                                          1




 Figure 4.2 Login Button


If you do not enter the correct username and password you will see a login failed message and will
have to re-try logging in. (see arrow 1 on figure 4.3).



                                  1




 Figure 4.3 Login Failed Screen




                                                                                              Page 7 of 23
NHS| PASA                                                                               Guest Manual




5 Home
From the home page you can login or navigate around the site by using the menu on the left of the
screen.




 Figure 5.1 Home Page Screen




                                                                                         Page 8 of 23
NHS| PASA                                                                                Guest Manual




6 Apply
To apply for access to the User System, You must complete the application form, which can be
accessed by clicking on the “Apply for Account” Menu button (see arrow 1 on figure 6.1).




                                           1




   Figure 6.1 - Menu




After clicking on the “Apply For Account” menu button you will be asked to apply for either “Interim”
or “Full” Participation. Please see sections 6.1 and 6.2 for more information on applying for full or
interim access.




  Figure 6.2 – Application Select Screen




                                                                                          Page 9 of 23
NHS| PASA                                                                                    Guest Manual



6.1 Apply for Interim Participation
Applications for Interim Participation will grant you with either 14 or 30 days access to the User
System.

The First Screen of the application requires your personal information to be completed.




                                                              1


 Figure 6.3 – Interim Participation Application Screen 1


The fields are to be completed as follows: (required fields are bold below).

           Title – Select a title from the list.

           First Name – Your First name.

           Surname – Your Surname.

           Position – Your position.

           Telephone – Your telephone number.

           Email – Your Email address.

           Mobile No – Your mobile number.

           Line Manage Name – Your line manager’s name.

           Line Manager Email - Your line managers email address.

           Organisation Type – The type of the organisation that you belong to.


                                                                                             Page 10 of 23
NHS| PASA                                                                                       Guest Manual




             Organisation – Select your organisation from the list.

             Requested Start Date - The date that you want your account to be active from.

             Lease Car Website Access Duration – Select the duration you wish the account to be
              active for.

Notes: Organisation and Organisation Type lists

           The Organisation Type list will automatically populate the Organisation list with the related
            organisations.

           If your Organisation Type is not on the list then you should select “None” from this list and
            “Not Listed” from the Organisation list.

           If your Organisation Type is listed and your Organisation is not then you should select “Not
            Listed” as your Organisation.

Notes: Account Application Start Date

           You should enter the date that you require your System access to start from, please bear in
            mind that the actual start date will be 48 hours after the administrator has approved your
            application.

Ensure that you read all of the information on the screen before clicking on the Forward Button to
proceed with your application.

Clicking on the “Next” button (see arrow 1 on figure 6.3) will take you to the second part of the
application process where you need to give information about your organisation.




                                                                                                Page 11 of 23
NHS| PASA                                                                                  Guest Manual



   6.1.1 Organisation listed
If you selected your organisation type and you organisation was listed, this screen will display the
organisation details that have been recorded for the organisation that you selected (see example in
figure 6.4).

Clicking on “Next” (see arrow 1 on figure 6.4) will submit your application.

You will receive an email to confirm your application and another email to confirm if you application
was accepted or rejected once the system administrator has reviewed it.




                                                                                    1




 Figure 6.4 – Interim Participation Application Screen 2




                                                                                           Page 12 of 23
NHS| PASA                                                                                    Guest Manual



   6.1.2 Organisation not listed
If you selected your organisation as not being listed this screen will require you to input information
about the organisation that you work for.




                                                                1


 Figure 6.5 – Interim Participation Application Screen 2


The fields are to be completed as follows: (required fields are bold below).
.
   Contact Details

        Name – The name of your organisation.

        Address Line 1 – The first line of your organisations address.

        Address Line 2 – The second line of your organisations address.

        Address Line 3 – The third line of your organisations address.

        Address Line 4 – The fourth line of your organisations address.

        Post Code – The postcode of your organisation.

        Contact Name – The name of the contact for your organisation.

        Contact Email – The contact email address for your organisation.

        Contact Telephone Number – The contact telephone number for your organisation.

        Website Address – Your organisations website address.



                                                                                             Page 13 of 23
NHS| PASA                                                                                  Guest Manual




       Organisation Type – Select an organisation type from the list.

    Lease Requirements

       No. Passenger Cars – Enter a number of passenger cars.

       No. Derived Vans – Enter a number of derived vans.

       Estimated Annual Volume – Enter a number for the annual volume.

       Relief Vehicle – Select Yes or No from list.

       Vehicle Purchase Terms – Select DWP, Own Terms or Lease Company from list.

    Other Details

       Will you be nominating specific dealers to provide vehicles for this framework? – Select
        yes or no from list.

       Are you a fleet management company? – Select yes or no from list.

       Do you have any association with any of the nominated lease companies? – Free text box
        where you can enter any relevant information.

Clicking on “Next” (see arrow 1 on figure 6.5) will submit your application.

You will receive an email to confirm your application and another email to confirm if you application
was accepted or rejected once the system administrator has reviewed it.




                                                                                           Page 14 of 23
NHS| PASA                                                                                    Guest Manual



6.2 Apply for Full Participation
Applications for Full Participation will grant you with 1, 2, 3 or 4 years access to the User System.

The First Screen of the application requires your personal information to be completed.




 Figure 6.6 – Full Participation Application Screen 1


The fields are to be completed as follows: (required fields are bold below).

           Title – Select a title from the list.

           First Name – Your First name.

           Surname – Your Surname.

           Position – Your position.

           Telephone – Your telephone number.

           Email – Your Email address.

           Mobile No – Your mobile number.

           Line Manage Name – Your line manager’s name.

           Line Manager Email - Your line managers email address.



                                                                                             Page 15 of 23
NHS| PASA                                                                                       Guest Manual




             Organisation Type – The type of the organisation that you belong to.

             Organisation – Select your organisation from the list.

             Requested Start Date - The date that you want your account to be active from.

             Framework Participation Duration – Select the duration you wish the account to be
              active for.

Notes: Organisation and Organisation Type lists

           The Organisation Type list will automatically populate the Organisation list with the related
            organisations.

           If your Organisation Type is not on the list then you should select “None” from this list and
            “Not Listed” from the Organisation list.

           If your Organisation Type is listed and your Organisation is not then you should select “Not
            Listed” as your Organisation.

Notes: Account Application Start Date

           You should enter the date that you require your System access to start from, please bear in
            mind that the actual start date will be 48 hours after the administrator has approved your
            application.

Ensure that you read all of the information on the screen before clicking on the Forward Button to
proceed with your application.

Clicking on the “Forward” button will take you to the second part of the application process where you
need to give information about your organisation.




                                                                                                Page 16 of 23
NHS| PASA                                                                                  Guest Manual



   6.2.1 Organisation listed
If you selected your organisation type and you organisation was listed, this screen will display the
organisation details that have been recorded for the organisation that you selected (see example in
figure 6.7).

Clicking on “Forward” (see arrow 1 on figure 6.7) will submit your application.

You will receive an email to confirm your application and another email to confirm if you application
was accepted or rejected once the system administrator has reviewed it.




                                                        1

 Figure 6.7 – Full Participation Application Screen 2




                                                                                           Page 17 of 23
NHS| PASA                                                                                    Guest Manual



   6.2.2 Organisation not listed
If you selected your organisation as not being listed this screen will require you to input information
about the organisation that you work for.




                                                        1




                                                            2

 Figure 6.8 – Full Participation Application Screen 2

                                                                                                     The
top half of the form remains the same regardless of the “Organisation Profile Type” that you select
(see arrow 1 on figure 6.8), the fields are to be completed in this part of the form are as follows:
(required fields are bold below).

        Contact Details

        Name – The name of your organisation.

        Address Line 1 – The first line of your organisations address.

        Address Line 2 – The second line of your organisations address.

        Address Line 3 – The third line of your organisations address.


                                                                                             Page 18 of 23
NHS| PASA                                                                                   Guest Manual




      Address Line 4 – The fourth line of your organisations address.

      Post Code – The postcode of your organisation.

      Contact Name – The name of the contact for your organisation.

      Contact Email – The contact email address for your organisation.

      Contact Telephone Number – The contact telephone number for your organisation.

      Website Address – Your organisations website address.

      Organisation Type – Select an organisation type from the list.

       Lease Requirements

      No. Passenger Cars – Enter a number of passenger cars.

      No. Car Derived Vans – Enter a number of derived vans.

      Estimated Annual Volume – Enter a number for the annual volume.

      Relief Vehicle – Select Yes or No from list.

      Vehicle Purchase Terms – Select DWP, Own Terms or Lease Company from list.

       Other Details

      Will you be nominating specific dealers to provide vehicles for this framework? – Select
       yes or no from list.

      Are you a fleet management company? – Select yes or no from list.

      Do you have any association with any of the nominated lease companies? – Free text box
       where you can enter any relevant information.

      Organisation Profile Type

            One organisation

            If you select one organisation as your “Organisation Profile Type” the fields are to be
            completed in this part of the form are as follows: (required fields are bold below).

            Organisation Profile

               Payment Profile – Select Payment profile from list.

               Profit Share – Select Yes or No from list.

                Note: If profit share is set to yes then you must select yes on either residual value or
                service and maintenance or both.

               Profit Share – Residual Value – Select Yes or No from list.

               Profit Share – Service and Maintenance – Select Yes or No from list.

               Lease Period – Select number of years from list.




                                                                                            Page 19 of 23
NHS| PASA                                                                                     Guest Manual


                Level of Service and Maintenance Included – Select Full, Part or No from list.

             Manufacturer / Supplier Options

                Manufacturer – If limited to certain manufacturers click add new and select from list
                 (can ad as few or many as required).

                Supplier - If limited to certain supplier click add new and select from list (can ad as
                 few or many as required).

             More than one organisation

             If you select more than one organisation as your “Organisation Profile Type” the fields
             are to be completed in this part of the form are as follows: (required fields are bold
             below).

             Organisations

                Organisations – Please enter details of the organisations – Free text box where you
                 can enter details of the organisations that you would like to carry out searches for.


Clicking on “Next” (see arrow 2 on figure 6.8) will submit your application.

You will receive an email to confirm your application and another email to confirm if you application
was accepted or rejected once the system administrator has reviewed it.




                                                                                              Page 20 of 23
NHS| PASA                                                                                     Guest Manual




7 Suppliers
7.1 Supplier Table
The supplier table lists all the suppliers that are currently providing guide prices for leasing cars. You
can get to this table by clicking “Suppliers” on the menu on the left of the screen (see arrow 1 on
figure 7.1).




                                       1




  Figure 7.1 - Menu




  Figure 7.1 Suppliers Screen




                                                                                              Page 21 of 23
NHS| PASA                                                                                   Guest Manual



7.2 Go to the suppliers Website
Click on the website address for the supplier (see arrow 1 on figure 7.2) and this will open the
supplier’s website in a new window.




                                                                     1




 Figure 7.2 Suppliers Table




                                                                                            Page 22 of 23
NHS| PASA                                                                                Guest Manual




8 Emissions
This screen details information on emissions. Click on the “Emissions” Link on the menu on the left of
the screen (see arrow 1 on figure 8.1) to see the emissions information.




                                    1


   Figure 8.1 - Menu




   Figure 8.2 – Emissions Screen




                                                                                         Page 23 of 23

								
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