Registration Amendment Services User Manual - Login

Registration Amendment Services User Manual - Login
Dubai Customs
Client Registration Amendment for
Registered Users
User’s Manual
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Client Registration Amendment – Registered Users
____________________________________________________________________________
Document Details
Document Information
DOCUMENT NAME
Client Registration Amendment for Registered Users
PROJECT NAME
BUSINESS UNIT
Dubai Customs
AUTHOR(S)
Dubai Customs & Dubai Trade Training Department
LAST UPDATED DATE
CURRENT VERSION
1.0
Revision History
VERSION
DATE
AUTHOR
DESIGNATION
DESCRIPTION OF CHANGE
NAME
DESIGNATION
COMMENTS
Approval History
VERSION
DATE
Distribution
VERSION
LOCATION
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Contents
1
INTRODUCTION ...............................................................................................................................4
1.1
1.2
1.3
1.4
2
REGISTRATION WITH DUBAI CUSTOMS ..........................................................................................4
DOCUMENT ORGANIZATION..........................................................................................................4
REFERENCE DOCUMENTS ............................................................................................................4
ABBREVIATIONS AND SYNONYMS ..................................................................................................4
ABOUT USER INTERFACE .............................................................................................................5
2.1
LOG IN ........................................................................................................................................6
3
LIST OF SERVICES ..........................................................................................................................8
4
TRACK REQUEST ............................................................................................................................8
5
VIEW/AMEND BUSINESS PROFILE ............................................................................................ 10
5.1
5.2
5.3
5.4
AMEND BUSINESS ADDRESS ..................................................................................................... 13
ADD BUSINESS TYPE ................................................................................................................ 14
ADD GROUP INFORMATION ....................................................................................................... 15
ADD ATTACHMENTS .................................................................................................................. 16
6
RENEW BUSINESS CODE............................................................................................................ 18
7
NEW ASSOCIATIONS ................................................................................................................... 22
8
REMOVE ASSOCIATIONS ............................................................................................................ 28
9
VIEW/AMEND FACILITY ............................................................................................................... 31
9.1
9.2
9.3
10
NEW FACILITY .............................................................................................................................. 39
10.1
10.2
10.3
10.4
11
BRANCH FACILITY..................................................................................................................... 41
FREE ZONE FACILITY ................................................................................................................ 47
PREMISES FACILITY .................................................................................................................. 49
W AREHOUSE FACILITY .............................................................................................................. 51
VIEW/AMEND USER ..................................................................................................................... 53
11.1
11.2
11.3
11.4
12
VIEW FACILITY ......................................................................................................................... 31
AMEND FACILITY ...................................................................................................................... 33
REMOVE FACILITY .................................................................................................................... 38
VIEW USER .............................................................................................................................. 53
AMEND USER ........................................................................................................................... 55
ENABLED/DISABLE USER .......................................................................................................... 64
REMOVE USER ......................................................................................................................... 65
NEW USER .................................................................................................................................... 66
12.1
12.2
12.3
12.4
12.5
LOGIN DETAILS ........................................................................................................................ 69
ROLES ..................................................................................................................................... 70
USER CREDENTIALS ................................................................................................................. 70
USER ADDRESS ....................................................................................................................... 70
USER ATTACHMENTS ................................................................................................................ 70
13
CHANGE AUTHORIZED PERSON ............................................................................................... 70
14
MANAGE SERVICES..................................................................................................................... 72
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1 Introduction
1.1 Registration with Dubai Customs
All companies that wish to declare Customs declarations for themselves or their clients for the
import, export or transshipment of goods or handling of the same in Dubai are required to be
registered with Dubai Customs.
Dubai Customs now provides complete registration services online. The companies intending to get
registered with Dubai Customs; need to apply online and receive the approval electronically after
review of application and payment collection by the Customs authorities.
This document covers detailed steps to register different types of requests for any
change/modification in registered and approved company details such as change in
user/facility/company address, new company associations etc
1.2 Document Organization
This document is organized into 2 chapters/sections.

About User Interface: This chapter explains commonly used buttons and link during the
registration process.

Next chapters explain the steps to use different types of requests (Amend Business Profile,
New/Amend Facility, New/Amen User, Manage Services, Change Authorized Person, New
Association, Remove Association, Renew Business Code)
1.3 Reference Documents
S NO
1
DOCUMENT
NA
LOCATION
NA
1.4 Abbreviations and Synonyms
Client
Users
CR Officer
Sr. CR Officer
Customs Officer
ECR
DTP
Forms
Registered and Approved Company
Registered or Unregistered User
Client Registration Officer
Senior Client Registration Officer
Either CR Officer OR Sr. CR Officer
Enterprise Client Registration
Dubai Trade Portal
Set of user input fields used for entering the data
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by Users.
Set of forms, links and user interface elements
generally dealing with specific system
functionality.
Screens
2 About User Interface
The following table provides the detail of common buttons or links and illustrates how to use them
during the registration process.
Button
New
Description
Delete
Deletes the specified record(s)
Cancel
Cancels the previous operation
Query
Turns the user interface into query mode
Go
Proceeds with the execution of a specified operation
Submit
Saves and submits the specified record to the next step in
the process
Withdraw
Withdraws the suspended request
Continue
1. Proceeds to the next screen
2. Allows the client the continue submitting the request
whether it‟s a draft request or a suspended one
Make Payment
Allows the client to make a payment for an approved
request. It will direct the client to a new page for ePayment
to make the payment
Recheck
Rechecks the Status of the Payment made using the above
option
Go to Homepage
Takes the client to the Homepage of the application.
Applicable only for logged in Users
I agree
Indicates that the client have read and understood the Terms
& Conditions and wants to proceed with the submission of the
request
I disagree
Indicates that the client have read and understood the Terms
& Conditions and DO NOT want to proceed with the
submission of the request
Print Request
Prints the submitted request with all the details entered
Creates a new record
Navigates to next record
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Navigates to the previous record
2.1 Log In
Only registered clients who have valid User Id and Password can access the application.
To login–
1. Open the web browser (Internet Explorer) and type the URL www.dubaitrade.ae
Tip: Save the shortcuts in your Browser‟s Favorites for easy access in the future.
2. Enter valid „User Id‟ and „Password‟.
3. Click on “Sign In” button.
Tip: Click „Enter‟ button instead of the Sign In button.
The system validates the User Id and the Password.
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After successful validation of login credentials, the below screen appears with all the available
services for the logged-in user on the left side of the screen
Under the “Request” service, “ECR Amendment Service View” link is available. Click on “ECR
Amendment Service View” link to view all the available services for the logged-in user.
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3 List of Services
This section illustrates the set of Amendment services. These services can be used by a registered
user as per the access rights assigned to him/her while registering a new registration request.
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
Track Request
View/Amend Business Profile
Renew Business Code
New Association
Remove Association
View/Amend Facility
New Facility
View/Amend User
New User
Change Authorized Person
Manage Services
4 Track Request
This service is used to search and track any request created by the registered user.
1. Click on “Track Request” link/icon provided on the Homepage
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2. A list of all the requests created by the registered users of that particular client is
displayed.
3. After Clicking “Go To Home Page” button, user is directed to homepage.
4. After clicking on “Query” button, following screen is displayed.
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5. Click on “Go” button to query after specifying the search criteria.
6. Click on “Cancel” button to cancel the search.
5 View/Amend Business Profile
This service is used to view /modify the Business Profile details.
1. After clicking on “View/Amend Business Profile” link, business profile details are
displayed in read only format
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2. Rest of sub-sections are displayed in below screen shot
3. Click on
a. “Cancel” button to navigate back to the Homepage
b. “Amend” button to create a request for Amending the Business Profile
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4. After clicking on “Amend” button, following screen is displayed.
5. Rest of sub-sections are displayed in below screen shot
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6. After clicking on the “Edit” button, the following screen is displayed.
7. Modify any of editable field if required
8. click on
a. “Save” button to save the changes
b. “Cancel” button to cancel the changes
9. Similarly any change in sub-entities such as Business Type, Group Information, and
Attachments can be done
5.1 Amend Business Address
1. Click on “Edit” button
2. The below screen is displayed
3. Click on
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o
“Save” button to save the changes
o
“Cancel” button to cancel the changes
Note:
 Business Address can only be modified by clicking on “Edit” button.
 Not Available” is added to facilitate the successful migration of Mirsal1 and Mirsal2 records as
some of these records does not have values in „City‟ , „State‟ or „Country‟.
 This is applicable to all address entities, be it facility address, user address or business
address.
 System will validate if user will select “Not Available” in „City‟, „State‟ or „Country‟ fields
and will throw error to indicate not to pick “Not Available” in any of above mentioned fields.
5.2 Add Business Type
1. Click on the “Add” button
2. The following is displayed
3. Click on the pick icon
4. Select the Business Type by clicking on the arrow on the left side
5. Click on
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a. “OK” button to add it to business
b. “Cancel” button to cancel to close popup
6. After clicking on “OK” button, following screen is displayed
7. Click on
a. “Cancel” button to cancel the record
b. “Save” button to save the record
8. After adding the business type, following screen is displayed.
9. Click on “Add” button to add more business types.
5.3 Add Group Information
1. Click on the “Add” button
2. The following screen will be displayed
3. Provide the “Business Code” for the business you want to group with
4. Click on the Select Icon
to retrieve the Business Information
5. Select the business by clicking on “OK” button
6. Select a “Relationship Type” from the following list
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7.
Click on
a. “Save” button to save the changes
b. “Cancel” button to cancel the changes
5.4 Add Attachments
1. Click on the “Add” button
2. Click on the Pick icon
to select a file from the local machine
3. The following popup is displayed.
4. Click on
a. “Save” button to save the changes
b. “Cancel” button to cancel the changes
5. Click on “Browse” to select a file from local machine
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6. Select any file and click on “Open” button to attach it
7. Fill in all the applicable fields.
8. Click on
a. “Save” button to save the record,
b. “Cancel” button to cancel the record
9. After clicking on “Save” button, following screen is displayed
Note:
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 Please keep in mind the restrictions on the file type and size when attaching a new file.
 Allowed file types are: .DOC, .PDF, .JPG, .XLS, .GIF, .BMP, .TXT
 Allowed size is: 10MB per file
10. Fill in “Reason for Amendment” field before submitting the request
11. Click on
a. “Save Draft” button to save the request as a draft
b. “Submit” button to send the request for approval
c. “Cancel” button to cancel the request
d. “Go To Homepage” button to navigate to application homepage
 In case if the system prompts to enter NOC Number and it is not available then enter 9999 in
NOC Number field.
12. After clicking on “Submit” button, following confirmation screen is displayed.
13. Click on
a. “Print Screen” button to print the request details
b. “Go To Home Page” button to navigate back to application homepage
6 Renew Business Code
This service is to renew the registration of a client. This option allows the user to change the
License Expiry Date and the License Renewal Date. It also gives the option to upload documents
to support the changes.
1. Click on “Renew Business Code” link/icon in the Homepage
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2. The following screen is displayed
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3. Change the “License Expiry Date” and the “License Renewal Date” and click on “Save”
button to save the changes
4. Please fill “Reason for Amendment” field before submitting the request
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5. Click on
a. “Save Draft” button to save the request as a draft
b. “Submit” button to send the request for approval
c. “Cancel” button to cancel the request
d. “Go To Homepage” button to navigate to application homepage
6. After clicking on “Submit” button, following screen is displayed
7. Click on
a. “Print Screen” button to print the submitted request
b. “Go to Homepage” button to navigate to application homepage
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7 New Associations
This service is used to add a new association to a client. This option allows the client to view the
Business Profile details excluding the sub entities and Add new Associations. It also gives the option
to attach documents to support the changes made.
1. Click on “New Associations” link on the Homepage
2. The following screen is displayed
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3. Click on “Add” under “Business Associations” to add a new association
4. After clicking on “Add” button, following screen is displayed
5. Click on the pick icon
under “Associated Business” to retrieve business information
6. The following screen is displayed
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7. Select a specific business. The selected record will be highlighted with Yellow
8. Click on
a. “Query” button to search for a specific business
b. “OK” button to confirm selection
c. “Cancel” button to cancel the selection process
d. Right Arrow button
companies
or Left Arrow button
to navigate between the list of
9. After clicking on “Query” button, following screen is displayed.
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10. Provide the search criteria
11. Click on
a. “OK” button to continue search
b. “Cancel” button to cancel the search
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12. Fill in the “Association Type” by selecting one of the following values
13. Fill in association “From Date” and “To Date”
14. Click on
a. “Save” button to save the record
b. “Cancel” button to cancel the record
15. The following screen is displayed to select Bill Type and Declaration Type
16. Click “Add” button to select a Bill Type
17. Click on “Account Authority” if required
18. From the drop down list choose the Bill Type
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19. Click on
a. “Save” button to save the changes
b. “Cancel” button to cancel the changes
Note:
 After saving “Bill Type”, system will populate the “Declaration Type” automatically
20. Click on
a. “Save” button to save all the changes and to navigate to previous screen
b. “Delete” button to delete any Association
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21. If required, attach document to support the changes. Please refer to the section (5.4 View/Amend Business Profile – Add Attachments) for more detail
22. Click on
a. “Save Draft” button to save the request as a draft
b. “Submit” button to send the request for approval
c. “Cancel” button to cancel the request
d. “Go To Homepage” button to navigate to application homepage
23. Fill in the “Reason for Amendment” before submitting the request
24. Confirmation screen is displayed after submitting the request
25. Click on
a. “Print Screen” button to print the request details
b. “Go To Home Page” button to navigate back to application homepage
8 Remove Associations
This service is used to remove associations to the client. This option allows the client to view the
Business Profile details, view all the associations defined in the Business Profile, and remove
Associations.
1. Click “Remove Associations” link on the Homepage
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2. The following screen is displayed
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3. A list of all the associations will be displayed in the above screen
4. Click On
a. “View Association Details” button to view the Bill Types and the Declaration Types
related to the selected association
b. “Remove” button to delete the association from the list of associations
Note:
 The “Active” column states the status of the association. It will show in the list because the
value is “Yes”. It will be changed to “No”, once “Remove” button is clicked.
5. Fill in the “Reason for Amendment” before submitting the request.
6. Click on
a. “Save Draft” button to save the request as a draft
b. “Submit” button to send the request for approval
c. “Cancel” button to cancel the request
d. “Go To Homepage” button to navigate to application homepage
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26. Confirmation screen is displayed after submitting the request
27. Click on
a. “Print Screen” button to print the request details
b. “Go To Home Page” button to navigate back to application homepage
9 View/Amend Facility
This service is used to View/Amend the Facilities associated with the company. This option allows
you to view the Business Profile details, view all the facilities associated to the Business Profile and
Amend a Facility. It also gives the option to attach documents to support the changes.
9.1 View Facility
1. Click “View/Amend Facility” link on the Homepage
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2. The following screen is displayed
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3. After clicking on “Facility Name” link, following screen is displayed.
4. Click on
a.
“Amend” button to create a request to amend a facility
b. “Cancel” button to navigate back to the previous screen
c. “Deactivate” button to inactivate a facility
9.2 Amend Facility
1. After clicking on “Amend” button (refer to step# 4 in section 9.1), following screen is
displayed.
2. After clicking on “Edit” button, following screen is displayed
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3. Fill in editable fields required to modify
4. Click on
a. “Save” button to save the changes
b. “Cancel” to cancel the changes
9.2.1 Facility Contacts
It contains all the contacts associated to the facility. Following are the steps to change contact
details.
5. Click on
a. “Add” button to create/associate a new facility contact
b. “Query” button to search amongst the contacts associated to the facility
c. “Delete” button to delete the selected contact
6. After clicking on “Add” button, following screen is displayed.
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7. Fill in all the applicable fields.
8. Click on
a. “Save” button to save the record
b. “Cancel” button to cancel the record
9.
After clicking on “Query” Button, following screen is displayed.
10. Specify the search criteria
11. Click on
a. “Go” button to query with specified search criteria
b. “Cancel” button to cancel the search process
12. After clicking on “Delete” Button, following confirmation screen is displayed.
13. Click on
a. “Ok” button to continue the delete process
b. “Cancel” button to cancel the delete process
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14. After clicking on “Edit” Button, following screen is displayed.
15. Fill in all the applicable fields
16. Click on
a. “Save” to save the changes
b. “Cancel” to cancel the changes
9.2.2 Facility Address
It contains all the Addresses associated to the facility. To start amending, follow these steps.
1. Click on
a. “Add” button to create/associate a new facility address
b. “Query” button to search amongst the addresses associated to the facility
c. “Delete” button to delete the selected address
2. After clicking on “Add” button, following screen is displayed.
3. Fill in all the applicable fields.
4. Click on
d. “Save” button to save the record
e. “Cancel” button to cancel the record
5. After clicking on “Query” Button, following screen is displayed.
6. Specify the search criteria
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7. Click on
a. “Go” button to query with specified search criteria
b. “Cancel” button to cancel the search process
8. After clicking on “Delete” Button, following confirmation screen is displayed.
9. Click on
a. “Ok” button to continue the delete process
b. “Cancel” button to cancel the delete process
10. After clicking on “Edit” Button, following screen is displayed.
11. Fill in all the applicable fields
12. Click on
a. “Save” to save the changes
b. “Cancel” to cancel the changes
9.2.3 Facility Attachments
1. Attach any document to support the changes made in the Attachments area. Please refer to
the section (5.4 View/Amend Business Profile – Add Attachments) for more detail
2. Fill in “Reason for Amendment” field before submitting the request
3. Click on
a. “Save Draft” button to save the request as a draft
b. “Submit” button to send the request for approval
c. “Cancel” button to cancel the request
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d. “Go To Homepage” button to navigate to application homepage
4. After clicking on “Submit” button, following screen is displayed.
5. Click on
a. “Print Screen” button to print the request details
b. “Go To Home Page” button to navigate back to application homepage
9.3 Remove Facility
1. After clicking on “Deactivate” button (refer to step# 4 in section 9.1), following screen is
displayed.
2. Click on
a. “Save Draft” button to save the request as a draft
b. “Submit” button to send the request for approval
c. “Cancel Request” button to cancel the request
d. “Go To Homepage” button to navigate to application homepage
3. Please fill “Reason for Amendment” before submitting the request
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4. After clicking on submit button, the confirmation screen is displayed.
5. Click on
c. “Print Screen” button to print the request details
d. “Go To Home Page” button to navigate back to application homepage
9.3.1 Attachments
1. Please refer to the section 9.2.3 0 – Facility Attachments
10 New Facility
This service is used to create a new Facility related to any company. This option allows you to create
a new facility, facility contacts, facility contact addresses, facility contact credentials, facility
addresses, and attach documents to support the request.
Note:
 One facility request cannot be registered to create multiple facilities.
1. Click “New Facility” link on the Homepage
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2. The following screen is displayed
3. Click on “Add” button to create a new facility
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4. The following screen will be displayed
5. Fill in all the applicable fields
6. Following are the different values for Facility Type
7. Click on
a. “Save and Continue” button to proceed to the next screen
b. “Cancel” button to cancel the record
10.1 Branch Facility
1. Select “Facility Type” as “Branch”
2. Fill in all the applicable fields.
3. After clicking “Save and Continue” button following screen is displayed
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10.1.1
Facility Contacts
1. Click on “Add” under “Facility Contacts” to create new record
2. Fill in all the applicable fields
3. Click on
a. “Save” button to add the facility contact
b. “Cancel” button to cancel the record
4. After clicking on “Save” button, following screen is displayed
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10.1.1.1 Facility Contacts Address
5. Click on “Add” under “Facility Contact Address” to create new record
6. Following screen is displayed
7. Fill out all the required fields
8. Click on
a. “Save” button to add address
b. “Cancel” button to cancel the changes
9. Click “Edit” to edit the entered information
10.1.1.2 Facility Contacts Credentials
10. Click “Add” under “Facility Contact Credentials” to add a new Facility Contact Credentials
11. The following screen is displayed
12. Fill in all the applicable fields
13. Click on
a. “Save” button to add an address
b. “Cancel” button to cancel the changes
14. Click on the Date Icon to select a date or enter a date manually
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15. Click “Edit” to edit the entered information
16. Click on
a. “Save” button to save the changes and navigate to previous screen
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b. “Delete” button to delete the added facility
17. After clicking on “Save” button, following screen is displayed.
10.1.2
Facility Address
1. Click “Add” under “Facility Address” to create a new Facility Address
2. The following screen is displayed
3. Fill in all the applicable fields.
4. Click on
a. “Save” button to add an address
b. “Cancel” button to cancel the changes
5. Click “Edit” to edit the entered information
10.1.3
Facility Attachments
1. Attach any document to support the changes made in the Attachments area. Please refer to
the section (5.4 View/Amend Business Profile – Add Attachments) for more detail
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2. Click on
a. “Save and Continue” button to save the changes and navigate back to previous screen
b. “Delete” to delete the added facility
3. The following screen is displayed
4. Click on
a. “Save Draft” button to save the request as a draft
b. “Submit” button to send the request for approval
c. “Cancel” button to cancel the request
d. “Go to Homepage” button to navigate to application homepage
5. Fill in “Reason for Amendment” field before submitting the request
6. After clicking on “Submit” button, confirmation screen is displayed.
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7. Click on
a. “Print Screen” button to take a print of the request details
b. “Go To Home Page” button to navigate to application homepage
Note:
 Please save „Facility Contacts‟ and „Facility Address‟ information before saving „Facility
License Details‟ information.
 After modifying any field, if client does not save modification/change and proceed with
furnishing the other details, he/she will get a warning message to save the changes.
 Click on

“OK” button to continue without saving the modifications

“Cancel” button to save the modified information
10.2 Free Zone Facility
1. Select “Facility Type” as “Free zone”
2. Click on
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a. “Save and Continue” button to continue with the process
b. “Cancel” button to cancel the changes
3. After clicking on “Save and Continue” button, following screen is displayed
4. Fill in all the applicable fields.
10.2.1
Facility Contacts
1. Please refer to section 10.1.1- New Facility – Branch Facility – Facility Contacts
10.2.2
Facility Address
1. Please refer to section 10.1. 2 - New Facility – Branch Facility – Facility Address
10.2.3
Facility Attachments
1. Attach any document to support the changes made in the Attachments area. Please refer to
the section (5.4 View/Amend Business Profile – Add Attachments) for more detail
2. Click on
a. “Save and Continue” button to save the changes and navigate back to previous screen
b. “Delete” to delete the added facility
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3. Click on
a. “Save Draft” button to the request as a draft
b.
“Submit” button to send the request for approval
c.
“Cancel” button to cancel the request
d.
“Go to Homepage” button to navigate back to application homepage
4. Fill in “Reason for Amendment” field before submitting the request
5. After clicking on “Submit” button, confirmation screen is displayed
6. Click on
a. “Print Screen” button to print the request details
b. “Go To Home Page” button to navigate back to application homepage
10.3 Premises Facility
1. Select “Facility Type” as “Premises”
2. After Clicking “Save and Continue”, following screen is displayed
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3. Fill in all the applicable fields.
10.3.1
Facility Contacts
1. Please refer to section 10.1.1- New Facility – Branch Facility – Facility Contacts
10.3.2
Facility Address
1. Please refer to section 10.1. 2 - New Facility – Branch Facility – Facility Address
10.3.3
Facility Attachments
1. Attach any document to support the changes made in the Attachments area. Please
refer to the section (5.4 - View/Amend Business Profile – Add Attachments) for more detail
2. Click on
a. “Save and Continue” button to save all the changes and navigate back to previous
screen
b. “Delete” button to delete the added facility
3. Click on
a. “Save Draft” to save the request as a draft
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b. “Submit” to send the request for approval
c. “Cancel” to cancel the request
d. “Go to Homepage” to navigate back to application homepage
4. Fill in “Reason for Amendment” field before submitting the request
5. After clicking on “Submit” button, confirmation screen is displayed.
6. Click on
a. “Print Screen” button to print the request details
b. “Go To Home Page” button to navigate back to application homepage
10.4 Warehouse Facility
1. Click on “Add” button to create a new facility
2. After clicking on “Add” button, following screen is displayed.
3. Select “Facility Type” as “Warehouse”
4. Click on
a. “Save and Continue” button to continue with the process
b. “Cancel” button to cancel the changes
5. After clicking on “Save and Continue” button, following screen is displayed
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6. Fill in all the applicable fields.
10.4.1
Facility Contacts
1. Please refer to section 10.1.1- New Facility – Branch Facility – Facility Contacts
10.4.2
Facility Address
1. Please refer to section 10.1. 2 - New Facility – Branch Facility – Facility Address
10.4.3
Facility Attachments
1. Attach any document to support the changes made in the Attachments area. Please
refer to the section (5.4 View/Amend Business Profile – Add Attachments) for more detail
2. Click on
a. “Save and Continue” button to save all the changes and to navigate to previous
screen
b. “Delete” to delete the added facility
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3. Click on
a. “Save Draft” button to save request as a draft
b. “Submit” button to send the request for approval
c. “Cancel” button to cancel the request
d. “Go to Homepage” button to navigate back to application homepage
4. Fill in “Reason for Amendment” field before submitting the request
5.
After clicking on “Submit” button, confirmation screen is displayed.
6. Click on
a. “Print Screen” button to print the request details
b. “Go To Home Page” button to navigate back to application homepage
11 View/Amend User
This service is used to View/Amend the Users related to any company. This option allows you to view
the Business Profile details, view all the users associated to the Business Profile, and Amend a User.
It also gives the option to attach documents to support the request.
11.1 View User
1. Click “View/Amend User” link on the Homepage
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2. The following screen is displayed
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3. The business profile is displayed along with a list of all the associated Users
4. Select a user by clicking on the “Last Name” link
5. After clicking on “Last Name” link, following screen is displayed
6. Click on “Remove” to remove a user from the list of users under the company
7. Click on
a. “Cancel” button to navigate back to the previous screen
b. “Amend” button to create a request to amend a user
c. “Enable/Disable” button to activate/deactivate a user.
d.
11.2
“Remove” button to remove the user
Amend User
1. If user has valid login Id, after clicking on “Amend” button, following screen is displayed.
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2. If user does not have valid login Id, after clicking on “Amend” button, following screen is
displayed.
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3. Login Detail section will appear, only if amended User does not have login Id
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4. Click on “Edit” button to modify the user details
5. Fill in all the applicable fields.
6. Click on
a. “Save” button to save the changes
b. “Cancel” to cancel the changes
11.2.1
Login Details
Note:
 “Check Login Availability” button is disabled initially and it enables once user fill in “Login
Id” field.
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7. Click on the Select Icon
to select a Hint Question
8. Select the “Hint Question” from the following list
9. Click on the Arrow
to select any specific record
10. Click on
a. “OK” button to select the question
b. “Cancel” button to cancel the selection
11. Click on “Check Login Availability” to check whether the provided login id is available in
Dubai Trade or not
12. If Id is not available, User will get the following screen
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13. If Id is available, user will get the following screen
11.2.2
Roles
1. Click on
a. “Add” button to add a new role
b. “Query” button to query for any selected role
c. “Delete” button to delete any specific role
2.
After clicking on “Add” button, following screen is displayed
3. Select a role from the following drop down list
4. Click on
a. “Save” button to add the selected role
b. “Cancel” button to cancel the addition of new role
5. After clicking on “Save” button, following screen is displayed.
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11.2.3
User Credentials
1. Click on
a. “Add” to add a new credential to this user
b. “Query” button to query for selected user credential
c. “Delete” button to delete any selected user credential
2. After clicking on “Add” button, following screen is displayed
3. Fill in all the applicable fields
4. Click on
a. “Save” button to add the credentials
b. “Cancel” button to cancel the addition of record
5. After clicking on “Save” button, following screen is displayed.
6. Click on “Edit” to modify the details of the selected user credential
7. After clicking on “Edit” button, following screen is displayed.
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8. The fields will be editable and you can make any changes
9. Click on
a. “Save” button to add the changes
b. “Cancel” button to cancel the changes
11.2.4
User Address
1. Click on
a. “Add” button to add a new user address
b. “Query” button to query any specific user address
c. “Delete” button to delete selected user address
2. After clicking on “Add” button, following screen is displayed
3. Fill in all the applicable fields
4. Click on
a. “Save” button to add new user address
b. “Cancel” button to cancel the addition
5. After clicking on “Save” button, following screen is displayed.
6. Click on “Edit” to modify already added user address, if required
7. After clicking on “Edit” button, following screen is displayed
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8. Fill in all the applicable fields.
9. Click on
a. “Save” button to save the changes
b. “Cancel” button to cancel the changes
11.2.5
User Attachments
1. Attach any document to support the changes made in the Attachments area. Please
refer to the section (5.4 View/Amend Business Profile – Add Attachments) for more detail
2. Click on
a. “Save Draft” button to save the request as a draft
b. “Submit” button to send the request for approval
c. “Cancel” button to cancel the request
d. “Go To Homepage” button to navigate to application homepage
 In case if the system prompts to enter Broker Certification Details and the Broker
Certification details are not available then enter your Trade License Details in Broker
Certification fields.
3. Fill in the “Reason for Amendment” before submitting the request
4. After clicking on “Submit” button, confirmation screen is displayed.
5. Click on
a. “Print Screen” button to print the request details
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b. “Go To Home Page” button to navigate back to application homepage
11.3 Enabled/Disable User
1. After clicking on “Enable/Disable” button (Refer to step #7 of section 11.1), the following
screen is displayed.
2. Click on
a. “Save Draft” button to save the request as a draft
b. “Submit” button to send the request for approval if request is not auto approved
c. “Cancel” button to cancel the request
d. “Go To Homepage” button to navigate to application homepage
3. Fill in “Reason for Amendment” field before submitting the request
4. After clicking on “Submit” button, confirmation screen is displayed.
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5. Click on
a. “Print Screen” button to print the request details
b. “Go To Home Page” button to navigate back to application homepage
11.4 Remove User
6. After clicking on “Remove” button (Refer to step #7 of section 11.1), following screen is
displayed.
7. Click on
a. “Save Draft” button to save the request as a draft
b. “Submit” button to send the request for approval, if request is not auto approved
c. “Cancel” button to cancel the request
d. “Go To Homepage” button to navigate to application homepage
8. Fill in “Reason for Amendment” field before submitting the request
9. After clicking on “Submit” button, confirmation screen is displayed.
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10. Click on
a. “Print Screen” button to print the request details
b. “Go To Home Page” button to navigate back to application homepage
12 New User
This service is used to create a new User related to any company. This option allows you to create a
new user, user login details, user roles, user credentials, user address, and attach documents to
support the request.
Note:
 One facility request can not be registered to create multiple users.
1. Click “New User” link on the Homepage
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2. The following screen is displayed
3. Click on “Add” button to create a new user
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4. After clicking on “Add” button, following screen is displayed
5. Fill in all the applicable fields.
6. Click on
a. “Save and Continue” to proceed to the next screens for creating a user
b. “Cancel” to cancel the addition of record
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12.1 Login Details
1. “Check Login Availability” button is disabled initially and it enables once user fill in “Login
Id” field.
2. Fill in all the applicable fields
3. Click “Check Login Availability” to see if the provided login id can be used or not
4. If login id is available, the following screen is displayed
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5. Click on “Back” to navigate to previous screen
6. If the login id is not available, the following screen is displayed
7. Click on “Back” to return to the previous screen
12.2 Roles
1. Refer to section (11.2.2– User Roles) for more details
12.3 User Credentials
1. Refer to section (11.2.3 - User Credentials) for more details
12.4 User Address
1. Refer to section (11.2.4 - User Address) for more details
12.5 User Attachments
1. Refer to section (11.2.5 – User Attachments) for more details
13 Change Authorized Person
This service is used to change the “Authorized Person” role from one user to another. Each business
must have one authorized person. In case there is only one user created in the business and he/she is
the authorized person, create a new user request and submit it for approval. Once it has been
approved and the user is created, assign “Authorized Person” role to him. This option allows user to
attach documents to support the request
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1. Click “Change Authorized Person” link on the Homepage
2. The following screen is displayed
3. All the roles associated to each user can be viewed under the Role section
4. User with "Authorized Person” role will have “Authorized Person” flag set to “Y”
5. Select any with “Authorized Person” flag set to “N” to make it new “Authorized Person”
6. Click on “Make Authorized” button for any of selected record with “Authorized Person” flag
set to “N”
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Note:
 After clicking “Make Authorized” button, it will be disabled
7. Click on
a. “Save Draft” button to save the request as a draft
b. “Submit” button to send the request for approval
c. Cancel” button to cancel the request
d. “Go To Homepage” button to navigate to application homepage
8. Fill in “Reason for Amendment” field before submitting the request
9. After clicking on “Submit” button, confirmation screen is displayed.
10. Click on
a. “Print Screen” button to print the request details
b. “Go To Home Page” button to navigate back to application homepage
14 Manage Services
This service is used to amend a certain user services. It allows you to add/delete services. Services
are associated to a role and roles associated to a user.
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1. Click “Manage Services” link on the Homepage
2. The following screen is displayed
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3. After selecting any one of listed user, click on “Amend Services” button
4. After clicking on “Amend Services” button, following screen is displayed
5. Select any of the listed Roles
6. Select the Service under the selected role
7. Click on
a. “Add” button to associate a service to the selected role
b. “Delete” button to disassociate a service to the selected role
c. “Query” button to search services associated to the selected role
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8. After clicking on “Add” button, following screen is displayed
9. Select the service from the drop down list as shown below
10. Click on
a. “Save” button to associate the service to the role
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b. “Cancel” button to cancel the association of service to the role
11. After clicking on “Save” button, following screen is displayed
11. Click on
a. “Save Draft” button to save the request as a draft
b. “Submit” button to send the request for approval
c. Cancel” button to cancel the request
d. “Go To Homepage” button to navigate to application homepage
12. Fill in “Reason for Amendment” field before submitting the request
13. After clicking on “Submit” button, following screen is displayed.
14. Click on
a. “Print Screen” to print the request details
b. “Go to Home Page” to navigate to application homepage
Note: Please note that this request is auto-approved. User will have to sign out and sign in again to
see the changes, done through “Manage Service” request, in the system.
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