© 2009 all rights reserved. pnc bank, n.a. member fdic. pnc.com page 1 pnc webinar template slide...

© 2009 All Rights Reserved. PNC Bank, N.A. Member FDIC. pnc.com

PNC Webinar Template

Slide 1: Template BasicsSlide 2 – Slide 7: Slide Template LayoutsSlide 8 – Slide 21: Example Presentation

PNC Webinar Template


Click to add Presentation Title

Click to add Product name


Click to add text

>Click to add text – next topic

>Click to add text – fields will automatically resize



Click to add sub-header text

>Main bullet text>Sub-bullet

> Second sub-bullet



>Main bullet text> Sub-bullet

> Second sub-bullet




PINACLE® General Administration

Presented by: Christopher Giglione

Training Specialist, PNCAUDIO: 1-800-320-3977

CODE: 524695

Treasury Management PINACLE®


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



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



Agenda

>Customer Support

>Manage Roles

>Administration for Specific Services

>Q & A


>Basic Administration Features

>Manage Operators


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.



BasicAdministration

Features

>Operator Login and Administration Report Features

>Company Activity Report

>Entitlement Reports

>Clearing Duplicate Logins

>Operator Approval Report

>Naming Accounts



SelectReport

For One or Multiple

Operators

EnterDate

RangeRun Report

View, Search, Print or Export

Report Displays in New Window

View Company Activity Report



>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



The report shows the Operator, Date & Time and the Actions, such as which modules the

operator has accessed during the period.



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



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]



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



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.



Thank you for attending!

We hope today’s session was helpful for you to see this service in action and to answer any initial questions had.


© 2009 all rights reserved. pnc bank, n.a. member fdic. pnc.com page 1 pnc webinar template slide...

Documents