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T24 Induction Business - Navigation v1.5
T24 Induction Business - Navigation v1.5
T24 Induction Business - Navigation v1.5
Agenda
T24 Navigation
01 Learning Objectives
02 Basics of Navigation
01 Learning Objectives
02 Basics of Navigation
Microsoft IE
Mozilla Firefox
Safari
Chrome
Username and
password are case
sensitive
Basics of Navigation – First screen after sign in - Role Based Home Page
Role Based
Home Page
Alternatively, users may see T24 in a menu format after signing in.
Below is a menu example which one can see when signed into the
standard T24 Model Bank environment:
Menu and
Sub Menus
Example
Basics of Navigation – Signing Off T24
T24 Navigation > Basics of Navigation
Menu Navigation
Workshop
Instructions
Instructions
Workshop
Sign in to T24
3
Solution - Sign In and Sign Off T24
T24 Navigation > Basics of Navigation
Workshop
Solution - Sign In and Sign Off T24
T24 Navigation > Basics of Navigation
Workshop
Basics of Navigation – First screen after sign in – Other Aspects
T24 Navigation > Basics of Navigation
Browser
Buttons
Command Line
01 Learning Objectives
02 Basics of Navigation
Unauthorised
Fields and field values are stored not just in one table, but 4 tables:
Different stages of the CUSTOMER record and what is stored in each file
Time Line Unauth File Live File History File Deleted File
Original record is • John O’Brien
input by the User, but • 1234 Green
not authorised • St
Original record is • John O’Brien
Deleted • 1234 Green
• St
Original Record in • Ben Frank
input by user. Not • 456 Lake Road
Authorised • Single
Record is authorised • Ben Frank
• 456 Lake Road
• Single
Record is amended. • Ben Frank • Ben Frank
Not authorised • 123 New Road • 456 Lake Road
• Married • Single
Amendment is • Ben Frank • Ben Frank
Authorised • 123 New Road • 456 Lake Road
• Married • Single
Agenda
T24 Navigation
01 Learning Objectives
02 Basics of Navigation
Creating and
Accessing
Record
New Existing
Record Record
Accessing and Creating Record
T24 Navigation > Accessing and Creating Records
Creating and
Accessing
Record
New
Record
Creating New Record – Possibility 1
T24 Navigation > Accessing and Creating Records
Possibility 2
Input is saved
Possibility 1
Creating New Record – Possibility 3
T24 Navigation > Accessing and Creating Records
Menu Navigation
Workshop
Instructions
Workshop
Title
Given Name
Family Name
Full Name
Short Name
Mnemonic: an alternative easy and unique customer reference.
(Note: no spaces in between characters).
Gender
Select Sector = 1001 (You may notice that the system does a hot
validation and defaults values in some other fields).
Navigation and Create Customer Record
T24 Navigation > Accessing and Creating Records
Instructions
Workshop
Account Officer
Industry
Target
Customer Status
Nationality
Residence
Date of Birth (please ensure your customer is older than 21 years)
Language
Instructions
Workshop
Menu Navigation
Workshop
Instructions
Creating and
Accessing
Record
Existing
Record
Accessing Existing Record – Edit, Input and View
T24 Navigation > Accessing and Creating Records
Edit or Input
Allows one to access record for amendment
See or View
Allows one to view record only
Accessing Existing Record – Edit and Input
T24 Navigation > Accessing and Creating Records
The system does not allow input. Any number of people can
View/See the same record concurrently without record locks
Important Note – Locking of Records
T24 Navigation > Accessing and Creating Records
For
example
Inputter 1 is
currently editing
this record
Now… What if the record exists, but you do not know the ID, and must
search for the record?
You can do the following:
List all records in any
of the 3 different files
Or
Select specific records
in any of the 3 different
files
Or
Use the
dropdown list,
which will only
list records in
the Live File
Accessing and Creating Record
T24 Navigation > Accessing and Creating Records
Creating and
Accessing
Completing
Record
and Editing
Record
Completing and Editing Record – Commit and Validate
T24 Navigation > Accessing and Creating Records
Error
Override
Error messages
Clicking on the message takes you to the respective field to correct the input
Completing and Editing Record – Override and DM (Internal Messages)
T24 Navigation > Accessing and Creating Records
Override messages
Warning messages
Highlighted when record is committed
Can go further, only if overrides are duly accepted
Details of overrides and who approved stored in Audit Log
Completing Taking
and Editing Actions on
Record Record
Taking Actions on Record
T24 Navigation > Accessing and Creating Records
Action
Allows one to take actions to authorise, delete, reverse or verify
Taking Actions on Record
T24 Navigation > Accessing and Creating Records
Reverse a Record
DELETE AUTHORISE
the record the record
SPECIAL NOTE:
An Authorised
record (in Live
File) CANNOT be
deleted
To remove a
record from the
Live File, use the
Reverse Function.
See next slide
Taking Actions on Record - Reversing
T24 Navigation > Accessing and Creating Records
Verifies
a Record
Accessing and Creating Record
T24 Navigation > Accessing and Creating Records
Moving
within
Taking
Record
Actions on
Record
Moving within Record – Context Enquiry and Helptext
T24 Navigation > Accessing and Creating Records
If help text is installed,
clicking on any field will
provide information about
that field. On the right is
part of the help text
displayed when the Debit
Value Date field is clicked
Helptext
CONTEXT enquiry
Moving within Record – Multi Value and Sub Value
T24 Navigation > Accessing and Creating Records
Radio buttons
Frequency Pop up
Calendar Pop up
Navigation and Editing Customer Record
T24 Navigation > Accessing and Creating Records
Instructions
Workshop
Using the new Customer Number from the previous workshop, find
your new customer and select to edit it
Click on the ‘Financial Details’ tab:
For the first job, fill in the Employers Address details. Since the
address is too long, sub value the field.
Navigation and Editing Customer Record
T24 Navigation > Accessing and Creating Records
Instructions
Workshop
Menu Navigation
Workshop
Instructions
Commit the Record, by pressing the Commit Button at the top left
corner of the screen
Authorise the
amendment as before,
logged in as a different
user
Navigation and Create Account Record
T24 Navigation > Accessing and Creating Records
Menu Navigation
Workshop
Instructions
Notice the menu on the left, and the tabs across the top.
These will quickly lead users to the functionalities most
frequently used by them.
Navigation and Create Account Record
T24 Navigation > Accessing and Creating Records
Instructions
Workshop
Complete the screen with the customer created earlier and the
currency of USD.
Press the Validate button.
Write down the account number and Arrangement ID before
leaving the screen.
Note that we will need to make use of this account in subsequent
workshops, hence this is important!
Review the data and press the Commit button.
Solution - Navigation and Create Account Record
T24 Navigation > Accessing and Creating Records
Workshop
Solution - Navigation and Create Account Record
T24 Navigation > Accessing and Creating Records
Workshop
Press to
complete the
Account
Navigation and Create Account Record
T24 Navigation > Accessing and Creating Records
Menu Navigation
Workshop
Instructions
Notice the menu on the left, and the tabs across the top.
These will quickly lead users to the functionalities most
frequently used by them.
Navigation and Create Account Record
T24 Navigation > Accessing and Creating Records
Instructions
Workshop
Select ‘Arrangements’ from the menu found on the left hand side.
Click on the tab ‘Unauthorised’.
Enter the Customer ID next to ‘Owner’ and click on Find.
Locate the record which requires authorisation and click on the
‘Binoculars’ icon.
You will be brought to an Arrangement Overview screen. On top
right there is an ‘Additional Details’ area.
Approve the new arrangement (i.e. the new account) by selecting
‘Approve’ from the dropdown menu and click on the button to
confirm.
Solution - Authorise Account Record
T24 Navigation > Accessing and Creating Records
Workshop
Standard
methods such as
menus and role
based home
pages learnt
earlier
Command Line
To edit existing
record
Menu Navigation
Workshop
Instructions
01 Learning Objectives
02 Basics of Navigation
Fields needing
unique values are left blank
After filling them, record
can be committed
Navigation and Copy / Pasting data
T24 Navigation > Accessing and Creating Records
Instructions
Workshop
Instructions
Workshop
Use Admin Menu > System Administration > Security Management System
> System Users Management > User Profile Management
Please execute the following actions:
Go back to the USER screen and open a new record by manually keying
in a new User ID.
For example, if user’s name is Jason Wright, the ID can be JWRIGHT
Fill in the relevant fields that have not been copied (these fields require
unique input values and are not being copied over).
The Sign On Name must be different from the User ID.
Here are 2 examples:
o User ID = JWRIGHT, Sign On Name = JWRIGH01
o User ID = J.WRIGHT, Sign On Name = JWRIGHT (without dot)
Commit this record.
Solution - Copy and Paste Record
T24 Navigation > Copying and Pasting Records
Workshop
Solution - Copy and Paste Record
T24 Navigation > Copying and Pasting Records
Workshop
01 Learning Objectives
02 Basics of Navigation
Unauthorised
Both options to
List all records
and Search Live/ Authorised
specific records
can be used on:
History
How to view the DELETE files
T24 Navigation > Listing and Searching Records
If the $DEL file is enabled for an application, deleted records can be viewed using
the enquiry VIEW.DELETE.HISTORY.
Or
Listing Records
T24 Navigation > Listing and Searching Records
Searching Records
T24 Navigation > Listing and Searching Records
“Auto-refresh” of
overview in seconds
Searching for Data
T24 Navigation > Accessing and Creating Records
Instructions
Workshop
Selection Screen
Refresh
Toggle timer
Default list of
respective
application
Enquiries - Buttons
T24 Navigation > Listing and Searching Records
Specified page
Enquiries - Saving Output in Other Formats
T24 Navigation > Listing and Searching Records
CSV
Output will be saved as Microsoft Excel Comma Separated
File in any opted location
HTML
Output will be saved as “.html” file in any opted location
XML
Output will be saved as “XML” file in any opted location
Enquiries - Opening/ Saving as CSV
T24 Navigation > Listing and Searching Records
Enquiries - Opening / Saving as HTML
T24 Navigation > Listing and Searching Records
Enquiries - Opening / Saving as XML
T24 Navigation > Listing and Searching Records
Enquiries – Context Sensitive Enquiry
T24 Navigation > Listing and Searching Records
01 Learning Objectives
02 Basics of Navigation
Here are 3 examples of Audit Log information. Records (apart from Live ones),
exhibit their status towards the end of the record.
Below is a list of different record statuses possible within each type of File
File Type Purpose Record Status
possible
Live File Holds only authorised Blank
records
Match the items on the left with the ones on the right
1. What type of file contains records that are A. It exhibits details of who
on hold, pending to be completed? created and who
authorised the record or
2. What is the meaning of INAO status in a transaction
record?
B. View the information
3. When a record is reversed, it is removed
from which file and added to which file? C. Awaiting Override approval
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