SunGard BSR Inc. 1 University of Melbourne Advance Web Access Training CONFIDENTIALITY STATEMENT: This document contains information that is confidential or proprietary to SunGard (or its direct and indirect subsidiaries). By accepting this document, you agree that: (1) if there is any pre-existing contract containing disclosure and use restrictions between your institution and SunGard, you and your institution will use this information in reliance on and subject to the terms of any such pre-existing contract; or (2) if there is no contractual relationship between you or your institution and SunGard, you and your institution agree to protect this information and not reproduce, disclose or use the information in any way, except as may be required by law. Training Module 1 By Myndi Simo Modified by Peter Macfarlane Aug Clipboard 1.7 Development Office, Level 3, 780 Elizabeth St. AWA Training HomeAWA Training Home

2 Session Signpost 7 Clipboard Development Office, Level 3, 780 Elizabeth St. AWA Training HomeAWA Training Home

3 Just Clippin’…Just Checkin’ Clipboard 7 Clipboard Development Office, Level 3, 780 Elizabeth St. AWA Training HomeAWA Training Home

4 Clipboard Uses  The clipboard is a ‘storage area’ for entity id’s that you may frequently work with  Use a clipboard list to scroll through the Entity Profile page for a group of entity records to quickly review Bio information  Access a previously saved clipboard list (e.g., your frequently accessed entities) without having to re- lookup their entity id’s each time  Clipboard lists can be saved as ‘public’ or ‘private’ 7 Clipboard Development Office, Level 3, 780 Elizabeth St. AWA Training HomeAWA Training Home

5 Clipboard  Click the ‘Clipboard’ button to ADD the active entity ID or list of ID’s to a clipboard list  Access the Clipboard by clicking the link on the site menu 7 Clipboard Development Office, Level 3, 780 Elizabeth St. AWA Training HomeAWA Training Home

6 Clipboard Buttons  ‘Clear List’ will remove all of the entity ID’s from your clipboard; this will not affect any saved lists  The ‘ID List’ button will access all of the saved clipboard lists  Click the ‘New ID’ if you want to add an ID to your clipboard list  ‘Save’ and ‘Save As’ allow you to save a new list or overwrite an existing saved list  ‘Delete ID’ may be used to delete all of the ID’s that have the checkbox indicated 7 Clipboard Development Office, Level 3, 780 Elizabeth St. AWA Training HomeAWA Training Home

7 Use VCR Feature  If you have a number of entries you can scroll through them all.  Select the first one and then use the VCR buttons to move forward (and back) 7 Clipboard Development Office, Level 3, 780 Elizabeth St. AWA Training HomeAWA Training Home

8 Questions? Comments… ? ? ? 7 Clipboard Development Office, Level 3, 780 Elizabeth St. AWA Training HomeAWA Training Home

9 Task Time… Task Find a number of different entities and add them to the Clipboard 2.View the Clipboard contents 3.Navigate through the Clipboard entries 4.Save your Clipboard 5.Access your saved Clipboard using the ID List button 7 Clipboard index