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Golden Bridge Finance Group: Nomads Cafe User Guide
Golden Bridge Finance Group: Nomads Cafe User Guide
Golden Bridge Finance Group: Nomads Cafe User Guide
Nomads Cafe
User Guide
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Copyright
Copyright in this document is vested in GOLDEN BRIDGE. The contents of the docent (wholly or in part) must not be
reproduced, distributed used or disclosed without the prior written permission of GOLDEN BRIDGE.
This software and documentation is subject to and made available only pursuant to the terms of the GOLDEN BRIDGE
License Agreement and may be used only in accordance with the terms of that agreement. It is against the law to copy
the software except as specifically allowed in the agreement. This document may not, in whole or in part, be copied
photocopied, reproduced, translated, or reduced to any electronics medium or machine readable form without prior
consent, in writing, from GOLDEN BRIDGE.
Information in this document is subject to change without notice and does not represent a commitment on the part of
GOLDEN BRIDGE. The software and documentation are provided “AS-IS” without warranty of and kind including
without limitation, any warranty of merchantbility or fitness for a particular. Future, GOLEN BRIDGE does not warrant,
guarantee, or make any representations regarding the use, or the results of the use, of the software or written
marterial in terms of correctness, accuracy, reliability, or otherwise.
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C O N TE N TS
1. General information........................................................................................................................6
1.1 System requirements ............................................................................................................... 6
1.2 Accessing the portal ................................................................................................................. 6
1.3 Authorization of users access ................................................................................................... 7
1.4 First time users ........................................................................................................................ 7
1.5 Nomads Cafe User Rules .......................................................................................................... 7
1.6 Key features ............................................................................................................................. 8
1.7 Document Security ................................................................................................................... 9
1.8 ID/Password Security Rules ...................................................................................................... 9
1.9 What can the intranet portal do for you? ............................................................................... 10
2. Nomads Cafe Home ......................................................................................................................11
2.1 Home page layout .................................................................................................................. 11
2.2 Site Navigation Panel ............................................................................................................. 11
2.3 Member List ........................................................................................................................... 13
2.4 Viewing News & Task Alerts ................................................................................................... 14
2.5 Viewing panel ........................................................................................................................ 14
2.5.1 Item information ............................................................................................................ 14
2.5.2 Functions & Tools ........................................................................................................... 15
2.5.3 Authors Functions .......................................................................................................... 15
3. Internal News & Market News ...................................................................................................... 16
3.1 Layout & Navigation ............................................................................................................... 16
3.2 Viewing News items ............................................................................................................... 16
3.3 News item information: ......................................................................................................... 17
3.4 News item functions: ............................................................................................................. 17
3.5 Composing News items .......................................................................................................... 17
4. My News (Projects) .......................................................................................................................20
4.1 Navigation.............................................................................................................................. 20
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1. GE N E R A L IN F O R M A TIO N
1.1 System requirements
A secured Internet connection and Internet Explorer Web-browser is required to access
Nomads Cafe Intranet.
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ii. Authorized connection and access to Nomads Cafe by outsiders (i.e. non-members or
non-GoldenBridge-employees) can only be granted by approval from GoldenBridge
shareholders.
iii. Only users who have been approved and given the right to access will be able to access
the Nomads Cafe intranet portal.
iv. Users right of access will be suspended immediately upon termination of their
employment contact.
b.Users are required to log-in upon commencement of their day at work. User log-in times
are recorded and displayed next to the users name in the member list [see section 2.1
Home page layout].
- The standard login time is 9:00 am Korea time.
- Logging in before this time will display login times in blue [ ].
- Logging in after this time will display login times in red [ ].
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c. All users will have read and confirmed any new task bulletin posting such as a new News
Article, Conference or Approval document, within 1 business day.
d.All users who are selected as authorized members of a conference should, as standard
practice, post their replies or discussion comments within 24 hours.
e. All discussion posts must specify a Title, Written Contents, Project, Member, Replier,
Reply time, and the Customer.
f. In accordance with the company committee’s and policies, all users must open a
conference to start preliminary discussions and reviews about a matter, before
submitting approval requests.
b. The Information (Internal and Market News) board allows users to make a news
announcement to the entire organization or the announcement can be made specific to a
certain division or organizational group.
c. The Conference application is the common collaboration tool for users to mutually
address various tasks and business matters.
d. Conference members are able to post comments viewable to all authorized members of
the conference using the Discuss function. The creator of a discussion post is able to
restrict members who are able to view his/her post, and is also able to attach
agreement/rejection buttons within the post for readers to cast their verdicts on a
particular discussion.
e. The Approval application is the formal document for preparing and submitting approval
requests. However before an approval request is made, the matter should be sufficiently
discussed by conference so that questions and answers can be made, as well as
cooperative agreements.
f. Emails are commonly used for communication with external customers. Recipients of
emails must be registered into the Nomads Cafe client database for an email to be sent.
Also, any emails received from clients who are not registered on the database will go to
the Spam folder. Regular checking of a users spam email folder is therefore highly
recommended.
g. The SMS application will transmit messages to Mobile Phones. Client registration is also
necessary for sending SMS’s to external customers.
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i. Conference members are able to post comments viewable to all authorized members of
the conference using the Discuss function. The creator of a discussion post is able to
restrict members who are able to view his/her post, and is also able to attach
agreement/rejection buttons within the post for readers to cast their verdicts on a
particular discussion.
k. Nomads Cafe has a Search tool allowing users to search by Title, Author, Member,
Contents, Discuss, Discussant, or Project.
b.Leaking of knowledge and other information stored on Nomads Cafe is strictly prohibited. As a
result, where a user has indirectly leaked information will be held responsible. In the event of
an employee leaving the company for whatever reason, the above conditions will still apply.
c. It is within the Company’s right and power to monitor bulletin postings (e.g. News, Conference
or Approval documents) for security and operational measures.
d.Documents and other material deleted by users from Nomads Cafe will still be stored on the
server and can be searched by the company.
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The intranet portal is designed to maximize your productivity by using a single platform for all
your communicative and collaborative needs.
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2. N O M A D S C A F E H O M E
This section [2. Nomads Cafe Home] covers all the labeled components in the below image of the
Nomads Cafe Home page.
Site
Navigation News & Tasks
Panel Alerts
Member
List Viewing panel
Notify Error to IT
- The left-hand column includes the Site Navigation Panel (top), and the Member List(bottom)
will always be visible to the user from any page within the intranet.
- Placing the mouse cursor over Information, Communication, or Technology will show a sub
menu also as shown.
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Edit my profile
Member Directory
Logout
(Goes to Login page)
Member directory:
Click to View All Member Information (search all employee contacts).
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3 . IN T E R N A L N E W S & M A R K E T N E W S
3.1 Layout & Navigation
Internal News sorted by organizational level
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[For information and instructions for use of these functions, please refer to section 5.1.6
Conference & Discussion Functions]
Click to select a file and click . To upload more files, simply repeat the
and procedure. To delete an Attachment, first select the file to be deleted (e.g.
“Error LoadXML.doc”) and then click .
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7. Select the Board where you want to post the article using the dropdown menu.
Select Internal for Internal News, or the Country for Market News.
b. Make sure Approval box is unchecked. For more information see 5.2 Approvals.
c. The Scheduling and Repeat checkbox are not available under Collaboration mode,
and only available in the Individual mode.
d. Selecting the Deliberation checkbox will request recipients of the article to give an
opinion by selecting Agreement or Reject in the Discuss function.
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e. Written documents can be saved before they are sent out by clicking the
Temporary checkbox. To view saved documents, go to Information-My News page
and click Temporary tab on the top-right hand side of the page.
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4. MY NEWS (PROJECTS)
4.1 Navigation
Classification system:
Registrate Problems, Propose Solutions, Contract Services, Explore
Step
Object, Negotiate Conditions, Contract Products
Products Bonds, Shares, Beneficiaries, Contracts, Derivatives, or Depositaries.
Transaction Necessary or Voluntary transaction.
Services Trade, Brokerage, Advisory, Discretionary, Admin, or Trust.
- When a project is created, it is given 4 sets of classifications – one from each of the four sets
listed above.
- The purpose of applying classifications is to better organize and manage projects, and to
facilitate faster retrieval (searches) of projects by users.
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- The step classification is particularly useful for the approval process to familiarize project
members with the intended outcome of the project. Projects are also categorized by the
nature of the product and transaction, and the resulting type of service offered.
4.1.2 Client
Clicking the Client tab goes to the client (non-employee) directory with an embedded search
function. Clients can be searched by Name, Company, Mobile, Phone and Email. Column
sorting (e.g. A-Z, newest-oldest etc.) is also available for Name, Company and Registration
Date.
4.1.3 Community
The Community window below appears when the Community tab is clicked.
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This is a function that is not used often in recent times due to recent changes in
organizational structure. However, communities (teams) can be created but will require the
Chairman’s approval to be formally created within the Organization and Nomads Cafe.
4.1.4 Donation
To make a donation to one of GoldenBridge’s charity fund, click the Donation tab, select the
charity fund and enter the amount you wish to donate in KRW.
4.1.5 Temporary
Temporary documents are saved input documents, which are saved by clicking the
Temporary tick box and then Save.
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These documents can be recovered from clicking the Temporary tab in Information-My
News section of the intranet.
Click the document title to recover and continue writing the document, or click to delete
a saved document.
4.1.6 Quiz
Clicking the Quiz tab goes to the intranet’s quiz and survey application.
Users can either take part in quizzes or surveys, or create them.
a. Select Objectivity if you wish to create a set of answer choices for participants
to choose from.
b. Select Subjectivity If you would like participants to freely input their own
answers.
If Objectivity is selected, the answer choices must be entered using the following steps:
a. For Enquete:
Enter the answer choices into the Example field and click Add.
To delete an answer choice, select an answer choice from the box and click Del.
b. For Quiz:
Enter the answer choices into the Example field and click Add.
Then select the correct answer choice from the box, and click Select Answer.
To delete an answer choice, select an answer choice from the box and click Del.
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vi. Select the members you wish to partake in the Enquete or Quiz.
Click Organization to select a group, or Member to select members individually
To create a new project, click the Project Registration tab or click button in the Input
window, and follow the directions below:
b. Select non-employee clients of the project (if new clients/customers need to be created
– refer to section 4.3 Client Registration).
g. Select Opening to determine which members are able to see the project.
- Select Participator to display the project to members who are directly involved with
the project, i.e. the selected Chief, Senior, Junior, and Reference project members.
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- Select Team to display the project to all members of the selected team.
i. Input the names of project Chief, Senior, Junior, and Reference members.
[Inputting the project Chief, Senior, and Junior is mandatory.]
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5 . C O M M U N I CA T I O N
5.1 Conference
There are four modes (tabs) for viewing conference items. Calendar view, List view,
Bookmarked conferences, and Relation conference items.
5.1.1 Calendar
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5.1.2 List
- All conference items and news items for the current month is shown in list view, from
Newest to Oldest.
- Conference and news items shown in bold signals that the item has not yet been read.
5.1.3 Bookmark
- Clicking the bookmark tab opens a list of Bookmarked conference items.
- Click the conference title to view the conference in the viewing panel.
- For instructions on how to bookmark a conference item, please refer to Conference
functions below.
5.1.4 Relation
- Clicking the Relation tab opens a list of conferences that have been made related.
[For instructions on how to relate two or more conference documents with each
other, refer to 5.1.6 Conference & Discussion Functions below]
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Author Displays the name of the member who created the conference.
Displays the Title of the conference and details of the project shown
Subject in the following format:
Title (Project Title, [Services, Transaction, Products])
Displays the names of any external parties who have been included in
Customer
the conference.
Shows any files that have been attached to the conference. Attached
File
files are to be clicked for download.
Place Displays the country from which the conference was created.
· Bookmark
Bookmark function allows a user to return to previously viewed conference items.
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To view the Bookmark list, using the Site Navigation Panel go to Communication-
Conference and click the Bookmark tab above the Calendar.
· Change Member*
Allows the conference author to edit the members that are able to view the
conference. To change conference members, click and an Edit Member
window will appear:
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· Change Project*
To change the project assigned the conference document you have created, click
and select the new project using the dropdown menu. Click Save to
confirm.
· Delete*
Only the author of the conference is authorized to delete the conference with all
posted discussions. Simply click and the following message to confirm will
appear:
· Discuss
To post a comment on the discussion board (below the conference) click
and the following window will appear:
A discussion posting supports a maximum of 2000 bytes only, which is 2000 English
characters or 1000 Korean characters.
To post an anonymous discussion comment, tick the anonymity checkbox.
For a public discussion open to all project members, OPEN should be selected by
default.
For a private discussion viewable only to a ‘closed’ group of members, select CLOSE
and choose the members who you would like to see your discussion.
For directions on attaching files, refer to section 3.5 Composing News items (part
5.).
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· Forward
Click and a small menu will appear to select the method of forwarding.
· History
Click to display the log of all previous changes made to the conference.
· Integration*
A useful tool for an author of a conference to combine several conferences
together so that a member can view other important related conferences below
the initial conference a member is viewing.
When is clicked, a list of conferences of which you are the author will
appear:
Select the conference(s) you wish to integrate with the current conference using
the tick-boxes down the right hand side, and click to confirm.
· Modify*
Clicking reloads the conference item into the Input application for editing.
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· New
Clicking simply loads the Input application.
· Point
A conference member can give any conference article or discussion/comment
posting a point to indicate they are satisfied [1], unbiased [0], or dissatisfied [-1]
with the comment:
· Relation
Similar to the Integrate function, this tool allows the user to combine different but
related conference items into user-created categories. Categories can be thought
of as folders containing conferences. When is clicked, the following will
appear:
Select the relation group and click Assignment to confirm. Alternatively, click
to create a new Relation Group, or click after selecting a Group to delete.
Ticking Share allows the user to invite other members to view Relation Groups and
its contents.
These Relation-categories can be found under the Relation tab above the
conference calendar. Furthermore, conferences that have other related
conferences, will list titles on the bottom on the conference initially viewed. The
related conferences can be opened by clicking the titles listed.
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· View member
Clicking displays a log of all members who have read the conference item.
3. If a form is required, click and a selection window will appear. Click a form to
obtain a preview, and to confirm selection or cancel.
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b. Make sure Approval box is unchecked. [For more information, see section
5.2 Approvals]
10. The Scheduling and Repeat checkbox are not available under collaboration mode,
and only available in the individual mode.
11. Clicking the Deliberation tick-box will request recipients of the article to give an
opinion by selecting Agreement or Reject in the Discuss function.
The red-shaded are in the above image shows the added deliberation function
embedded in the Discussion function. Click the desired verdict from the shaded area
and click Save.
12. Documents can be saved by clicking the Temporary tick-box to return to the
document at some future time. To view saved conference documents, go to
Information-My News page and click Temporary tab on the top-right hand side of the
page.
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5.2 Approvals
5.2.1 Viewing Approval documents
As above, use the Site Navigation Panel to access the approval application which is
sectioned by 3 tabs: Progress, Deposit, and Temporary.
A. B. C.
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4. To assign a Project, click to load list of projects then click the desired project.
The default view shows “My Projects” of which you are an authorized member. To
find other projects, use tabs.
A new project can be created by clicking [Please refer to section 4.2 Project
Registration].
7. Select the Approval deadline – date and time by which you wish members to
submit their approvals.
[Note: The Scheduling and Repeat tick-box will not be available under
collaboration mode, and only available in the individual mode].
10. The Deliberation tick-box should be left un-ticked for approval documents.
11. Approval documents can be saved by clicking the Temporary tick-box to modify or
finish the document at some future time. To view saved approval documents, click
tab.
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a.
b.
c.
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c. Completed Document: Once the approval document has been processed (both
approved and rejected) by all approval members, the document will automatically
be moved and listed under the Completed Document section display whether the
approval has been Approved or Rejected.
For Rejected approval documents, there are two functions available to the creator
of the approval document: Modify, and Re-Initiate.
Click to modify a rejected approval document using the Input application.
Click to reinstate a previously rejected approval request.
Using the Site Navigation panel to access the Nomads Cafe email application opens
the above display, showing the Spam folder as the default view.
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Any emails received from senders who are not registered as a client in the Nomads
Cafe Client database will send emails to the spam folder.
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To create personal Email boxes (or folders), click and follow the steps
below:
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4. To assign a Project, click to load a list of registered projects and click the
desired one. To create a new project, refer to section 4.2 Project Registration.
6. Place, replier details, and Board will not require an input for emails.
7. Select the recipients by clicking To, CC or BCC before selecting the name:
a. Member recipients:
Select Collaboration for selecting member groups as recipients; or select
Individual for selecting members one-by-one.
b. Customer recipients:
Select Customers from the list by typing in the Customer’s name in the field.
The application will automatically search the client database and display the
results in a box appearing above the field as shown below.
If the customer is not in the database, then the recipient must be registered
into the database for the email to be sent successfully.
9. Emails can be saved by clicking the Temporary tick-box to modify or finish the
email at some future time.
To retrieve saved emails, go to Information-My News page and click the
Temporary tab on the top-right hand side of the page.
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Load Member
To load a saved group, click to open a list of groups. Selected the group by
clicking the group name and the recipients will automatically load. Groups can also
be deleted by clicking .
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View/Edit
Address Book
①
Input up to
10 numbers
②
③
① Select Date;
② Select Time;
③ Click Scheduled Sending to Confirm.
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6 . T E CH N O L O G Y
The Technology portal contains downloadable resources, from Regulatory information, to Forms
and graphic files of company logos.
Resources are
organized by
classic folder
directory
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7 . T E C H N I C A L -S U P P O R T
For additional technical support, you can either:
① Memo the System Operator who should be a member listed on your member list on the left
side of the portal, by placing the mouse pointer over the name “System/admin” to display the
pop-up box, and clicking Memo; or
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