© 2009 all rights reserved. pnc bank, n.a. member fdic. pnc.com page 1 pnc webinar template slide...
TRANSCRIPT
© 2009 All Rights Reserved. PNC Bank, N.A. Member FDIC. pnc.comPage 1
PNC Webinar Template
Slide 1: Template BasicsSlide 2 – Slide 7: Slide Template LayoutsSlide 8 – Slide 21: Example Presentation
PNC Webinar Template
© 2009 All Rights Reserved. PNC Bank, N.A. Member FDIC. pnc.comPage 2
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PINACLE® General Administration
Presented by: Christopher Giglione
Training Specialist, PNCAUDIO: 1-800-320-3977
CODE: 524695
Treasury Management PINACLE®
© 2009 All Rights Reserved. PNC Bank, N.A. Member FDIC. pnc.comPage 9
Objectives
>In this Webinar, you will learn how to:>Access PINACLE® Administration features>Perform various functions specific to your role as a system administrator>Report issues to Product Client Services and track their status and resolution
Treasury Management PINACLE®
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Ground Rules
>You can ask questions anytime by using the Q&A session feature in WebEx
>Refrain from asking verbal question during the presentation>There will be time at the end to discuss any of your questions
Treasury Management PINACLE®
© 2009 All Rights Reserved. PNC Bank, N.A. Member FDIC. pnc.comPage 11
Agenda
>Customer Support
>Manage Roles
>Administration for Specific Services
>Q & A
Treasury Management PINACLE®
>Basic Administration Features
>Manage Operators
© 2009 All Rights Reserved. PNC Bank, N.A. Member FDIC. pnc.comPage 12
Poll: What topics would benefit you the most?
Customer Support
Basic Administration Features
Manage Operators
Manage Roles
Administration for Specific Services
Please answer the poll questions as they appear on your screen.
Click to add Product name
© 2009 All Rights Reserved. PNC Bank, N.A. Member FDIC. pnc.comPage 13
BasicAdministration
Features
>Operator Login and Administration Report Features
>Company Activity Report
>Entitlement Reports
>Clearing Duplicate Logins
>Operator Approval Report
>Naming Accounts
Treasury Management PINACLE®
© 2009 All Rights Reserved. PNC Bank, N.A. Member FDIC. pnc.comPage 14
SelectReport
For One or Multiple
Operators
EnterDate
RangeRun Report
View, Search, Print or Export
Report Displays in New Window
View Company Activity Report
Treasury Management PINACLE®
© 2009 All Rights Reserved. PNC Bank, N.A. Member FDIC. pnc.comPage 15
>View logins and activity of a single operator or all operators
>45 days of data are available in the system
>Reports can be searched, printed or exported to Excel
View Company Activity Report
Treasury Management PINACLE®
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The report shows the Operator, Date & Time and the Actions, such as which modules the
operator has accessed during the period.
Treasury Management PINACLE®
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Q & A Discussion
>Review questions on the whiteboard>Read each question one at a time>Answers and brief discussion>Limit follow-up questions so there is time to answer all
questions>Where to go for more answers will be provided
Treasury Management PINACLE®
© 2009 All Rights Reserved. PNC Bank, N.A. Member FDIC. pnc.comPage 18
Contacts & Resources
>Our support of PINACLE® extends beyond this session. >If you have any questions or issues in the future, please contact
the PINACLE® Help Desk.>Phone: 1-877-824-5001, option #2, then option #1>Email: [email protected]
Treasury Management PINACLE®
© 2009 All Rights Reserved. PNC Bank, N.A. Member FDIC. pnc.comPage 19
The Resource Center
The Resource Center is your one-stop location for training resources.
>Use the Resource Center to: >Register for webinars for hands-on instruction>Access Tip Cards for quick instructions>View modular Demos of your systems and services>Try Simulations to practice in a simulated system environment>Complete Web-Based Training modules for even more practice.
>Access the Resource Center:>Go to http://pncresourcenter.learn.com>Register your account>View the Resource Center WBT module
Treasury Management PINACLE®
© 2009 All Rights Reserved. PNC Bank, N.A. Member FDIC. pnc.comPage 20
We Value Your Feedback
>PNC Bank is committed to your total satisfaction with our Treasury Management products.
>We appreciate your time in completing the following survey. >Your feedback allows us to better understand our customers’
needs as we continually look for ways to improve upon our services.
>Please answer the questions as they appear on your screen.
Treasury Management PINACLE®