1. Avionte Classic
  2. Web Portals
  3. Customers

Customer Portal Overview

Updated

Overview

Updated 06/25/2021

 

The Customer Portal has been configured according to the selections made on the Customer Worksheet. 
Reference the Customer Worksheet when completing the testing steps below to ensure that the selections from the worksheet align with the Customer Portal site.

 

Testing is complete when all of the below steps have been completed and the portal selections have been verified.

 

Avionté Core Application: Set Up for Verification

Follow these instructions to setup a customer's portal login within the Avionté core application.


Note: Either create a new contact or choose an existing contact. To best test all available features, choose a contact associated to a customer with active assignments and with open invoices. 

Configure the Web Login

  1. Open the Avionté core application.

  2. From the Main Menu, navigate to Front Office > Contact 

  3. Search for a contact record.

  4. Click the Action drop-down menu and select Web Login.



  5. The Web Login window displays. Fill out the required fields.

     
    Field Description
    Login Name Create a name to use when logging in.
    Password Create a password for the login name.
    User Description A brief description about the user.
    Related User A user related to the account. 
    Account Locked Optional checkbox that locks this account so that it is inaccessable.
    Reset Password At Next Login Optional checkboxes that will reset the user's password the next time they try to log in.
    Email Web Login Optional checkbox that emails the login credentials.

    Note: The customer needs to have an SMTP email address setup. 
  6. Click Next.



  7. Select what information is visible in the web portal by placing a check mark in the check box under "IsVisible" (i.e. if you want the invoices to appear, check the box under "IsVisible" in the row that says Invoices).



  8. Click Finish.



Configure Announcements

Announcements can be configured to show in the Customer Portal. 

Note: Requires Admin Tool access.

  1. From the Start Page, navigate to Actions > Admin Tools > System > Announcement



  2. When the "System | Announcement" window displays, click Add New. Blank fields will display under "Announcement Details."



  3. Fill in the fields:

    Field Description
    Subject Text displayed in the subject line.
    Announcement Text displayed in the body of the announcement.
    Priority Determines the placement of this announcement in the context of all other announcements.
    Announcement Date The date the announcement will appear in the Announcement section.
    Expiration Date The date the announcement will be removed from the Announcement section.
    User Select the user that will be linked to this announcement as the sender.
    Portal Checkboxes Select the portal where the announcement will appear. Check Customer for the announcement to appear on the Customer portal.
  4. In the "Shared By" panel, check the box next to the branch name where you want the announcement to appear.



  5. Click Save when finished.

 

Avionté Customer Portal

Follow these instructions to complete setup in the Customer Portal application.

 

Login Page

  1. Open the link to your Customer Portal.
    [3-digit company code].aviontego.com/portals/Login.aspx



  2. Verify that the page is set up to your company's specifications including the logo and color scheme.

  3. Enter the test contact's username and password into the blank fields.

  4. Click Login. The Home screen will display.

Home Page

If you requested that the Home page should be visible, it will display.



Summary Sub-Page

The Home Page will automatically open to the Summary sub-page.

  1. Verify that the page is set up to your company's specifications (i.e. required fields, verbiage, etc.) Pay special attention to the items below: 

    Item Description
    Announcements Ensure the announcement posted in the core application is showing.
    Counters Click View to see detail in the counter categories.
    Message and Message Detail Review messages posted in the Avionté application to the Employee record.

Messages Sub-Page

If you requested the Messages sub-page should be visible, it will display.

  1. Click Messages on the sub-menu panel. 



  2. Review the messages.

  3. Click on the subject of the message to view the details.

  4. Click Reply to type a response. A "Post Message" window displays.

  5. Enter text to display in the subject and body of the message.

  6. Click Post to send or Cancel to cancel the message.

  7. To create a new message, click New Message.



  8. A "New Message" window displays. Enter text to display in the subject and body of the message.



  9. Click Post to send or Cancel to cancel the message. 




Document Sub-Page

If you requested that the Document sub-page should be visible, it will display.

  1. Click Documents from the sub-menu.



  2. Verify that the page is setup to your company's specifications (i.e. required fields, verbiage, etc.)

  3. Click Add Document. The "Add New Document" window appears. 

  4. Select a document type and choose a file. 



  5. When the file has been selected, click Submit.




Avionté Core Application Document Verification

  1. To ensure this worked, open the Avionté Core Application.

  2. From the Main Menu, navigate to Front Office > Customer

  3. Search for the customer you are using for testing. 

  4. Click Documents from the sub-menu.

  5. Make sure that the document is visible in the Documents panel.


Update Account Sub-Page

If you requested that the Update Account sub-page should be visible, it will display.

  1. From the Customer Portal Home Page, click Update Account on the sub-menu panel. 



  2. Users have the option to update their username, password, and security questions. Enter text to update the information as needed. 

  3. Click Update.

 

 

Job Orders

If you requested that the Job Orders page should be visible, it will display.

  1. Click Job Orders on the top menu bar.

 

Job Orders Sub-Page

The Job Orders Page will automatically open to the Job Orders sub-page.

  1. Verify that the page is set up to your company's specifications (i.e. required fields, verbiage, etc.)

  2. Click on a specific order under the "Order ID" column to view the order in more detail. 



  3. Confirm that the order details match the information in the Avionté core application. 

 

Assignments Sub-Page

If you requested that the Assignments sub-page should be visible, it will display.

  1. Click Assignments on the sub-menu panel.



  2. Review the assignments. 

  3. Click on an assignment under "Assignment ID" to view the assignment in more detail.



  4. Confirm that the assignment details match the information in the Avionté core application.

 

New Order Sub-Page

If you requested that the New Order sub-page should be visible, it will display.

  1. Click New Order on the sub-menu panel.



  2. Verify that the page is set up to your company's specifications (i.e. required fields, verbiage, etc.) Pay special attention to the item below: 

    Item Description
    Customer List Ensure that the customer drop-down menu displays the correct list of customers.
  3. Select a customer from the drop-down menu. 


  4. Select an order type by clicking Temporary or Direct Hire: 

    Option Description
    Temporary Choose this option to create an order for temporary hire.
    Direct Hire Choose this option to create an order for direct hire.



  5. Once you have selected a customer and order type, a New Order window will display. Fill in the blank fields to complete the order.



  6. Click Create to submit the order or Cancel to cancel the order.





Job Positions Page

If you requested that the Job Positions sub-page should be visible, it will display.

  1.  Click Job Positions on the top menu bar.

 

Summary Sub-Page

The Job Positions page will automatically open to the Summary sub-page.

  1. Click a Position ID to view the details.

  2. Confirm that the details of the position match the information in the Avionté core application. 

 

Assign Employee Sub-Page

If you requested that the New Order sub-page should be visible, it will display.

  1. Click Assignment on the sub-menu panel. 

  2. To view the details of an assignment, click an Assignment ID.

  3. Confirm that the details of the assignment match the information in the Avionté core application. 

 

New Job Position Sub-Page

If you requested that the New Job Position sub-page should be visible, it will display. 

  1. Click New Job Position on the sub-menu panel.

  2. Create a new order. 

  3. Open the Avionté core application. 

  4. Refresh your counters by navigating to the Start Page and select the Actions menu > Update Counters. For more information on counters, see Admin Tools: Counter.

  5. Ensure the order you created was counted in the Order Request counter. 

 

 

Candidates

If you requested that the Job Orders page should be visible, it will display.

  1. Click Candidates on the top menu bar.

 

Summary Sub-Page

The Candidates Page will automatically open to the Summary sub-page.

  1. Search for an order using the advanced search features.

  2. Click + under an order to see the list of current candidate records. 

  3. Select a candidate.

  4. Verify that the candidate items you requested (i.e. message, document, past job, etc.) are visible in the Candidate's detail page and that all of the links work. 

  5. Click on the status drop-down menu to change the candidate's status or assign them to an order. 

  6. Click Update to submit changes.

 

 

Invoices

If you requested that the Invoice page should be visible, it will display.

  1. Click Invoices on the top menu bar.


Summary Sub-Page

The Invoices page will automatically open to the Summary sub-page.

  1. Ensure that the page displays columns with information regarding invoice numbers, departments, invoice date, invoice due date, invoice amount, balance, and PO number (if applicable) are visible. 

  2. Click a specific invoice to view. 

  3. Review the invoice details. 

  4. Click Print to print a copy of the invoice.

 

Payments Sub-Page

If you requested that the Payments sub-page should be visible, it will display. 

  1. Click Payments from the sub-menu panel. 



  2. Verify that the page is set up to your company's specifications (i.e. required fields, verbiage, etc.)

  3. Click the "+" icon next to the check number to see additional check information. 



  4. Click an invoice number to preview the information. 



  5. Ensure that the necessary information is visible. 

 

AR Aging Sub-Page

If you requested that the AR Aging sub-page should be visible, it will display. 

  1. Click AR Aging from the sub-page panel.



  2. Review the outstanding invoices that are separated into aging categories. 

  3. Click on an invoice to review it in further detail. 

 

 

Time Entry

If you requested that the Time Entry page should be visible, it will display. 

  1. Click Time Entry from the top menu bar. 

 

Time Sheet Sub-Page

The Time Entry page will automatically open to the Time Sheet sub-page.

  1. Verify that the page is set up to your company's specifications (i.e. required fields, verbiage, etc.)

Time Entry Sub-Pages

If you requested that a specific Time Entry sub-page should be visible, it will display. 

  1. Ensure that the requested Time Entry sub-pages are visible. 

  2. Enter time in the appropriate fields on each page. 

  3. Click Approve, Submit and Reject to ensure that the buttons are functioning.

 

 

Reports

If you requested that the Reports page should be visible, it will display. 

  1. Click Reports from the top menu bar. 

 

Summary Sub-Page

The Reports page will automatically open to the Summary sub-page.

Note: By default, no reports will show. Request specific reports for your customers for these lists to populate. 

  1. Review the available reports.

  2. Click View to see a specific report.

 

Log Off

  1. Click Log Off from the top menu bar.



  2. Verify that the contact is redirected to your website or the login page as specified on the Customer - Worksheet.

 

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