Introduction

MyBusiness allows you to select the services (business functions) that can help your Business and add to them when you want. It can act as your business´s secure extranet giving your staff access to all your Documents and to allocate tasks amongst the staff.

The documents contained within each service include:

Policies	Schedules	Declarations
Position Descriptions	Telephone Scripts	Email Templates
Procedures	Terms and Conditions	Forms
Questionnaires	Workflows & Worksheets	Guidelines
Reports and Reconciliations	Agreements	How it Works
Requests	Checklists	Information Sheets
Instruction Sheets

All documents uploaded are assigned a code by us in accordance with the naming conventions contained in MyBusiness and You are able to access and alter these documents as well as add documents of your own.

We will demonstrate the full process of how to add, edit, authorize, distribute, review, delete and archive the documents.

See Document Management

Your service can be breakdown into multiple tasks for easier management. You will have an option to fix an estimated timing to complete a particular task. In this way, You can monitor and measure the time taken for that particular tasks to be completed.

The priority and the order of each task in a service can be clearly defined by you by following a numbering system. So for a selected service You will clearly know the hierarchy of the jobs to be completed.

See Task Management

Browser Requirements

IE 6 and above, FireFox 3.0 & above

Subscription

You subscribe for the services you want, and you are then able to upload and view the documents and team support within those services. If you want additional services simply subscribe for more. The services can be provided outside the MyBusiness portal as well.

You subscribe by clicking on start saving on the main page of the menu. You then choose a login and click on the service MyBusiness portal (if you want that service) as well as the additional services you require within MyBusiness.

If you wish Branding tick the option when you subscribe and email the Jpeg to mybusiness@1300bpo.com

Training

Please see our Online Tutorial

Task Management

Access

We will send the login credentials of your Administrator to their email address to access MyBusiness. The Administrator can then create the Users.

Access is via the login page.

Users login in with their username and password. If the username and password is incorrect, a login failed screen will be displayed. If you forget your password click the forgot password link, a new window will open as below and provide your username in the text box and an email will be sent to your email address in order to retrieve your password.

Retrieve Password

Please supply a username.

Username: **  
          

Click here to the login page MyBusiness Home Page

Administrator

After logging in as Administrator, You will be view the below screen.

The Next step is to Create Users.

By clicking on "Create Account″ in the right corner of your home page, you can create users. The below screen will explain how you can create the User.

Provide First Name, Last Name, User Name (Should be your email address), Password, Confirm Password.

User

The Administrator has to provide the login credentials to the user

The User will login with their user name and password. The below screen will be displayed.

All the services (business functions) selected by you, will be displayed in the left pane as icons under the title Subscriptions.

Document Management

If you click a particular service icon, the corresponding service documents will be displayed under the Document Library and the Status of the documents will be shown below the Status Overview. The status options are

1. Not Started
2. In Progress
3. Completed

• You have an option to Download the documents.
• If You require to add any document, that can be uploaded with the "Add New″ option on the right hand side.

Adding a Document

After selecting "Add New″ the following screen will be displayed

You can add a document by providing Document Title, Description of the document, Document to be attached, Keywords to search for the document, Select the Document Type, Accessible To (Public, Administrator, All Users, Portal Administrator, If you select any one of the options, the documents will be accessible only to those users).

Check show and click add document. When a user checked this checkbox, title, description and link of the document, which the User uploads, will be displayed to all subscribers of MyBusiness. The document will be added and it will be available in the portal administrator login.

The user can also post a Job to the portal administrator by selecting "Add New″ under status overview

Task Management

Add Job

Select task type (the list of task type is already predefined and in accordance to the service selected by you), Enter Job name, Estimated effort, Priority, Due Date and Time, Comments/Instructions (a short note to the operator about what you are expecting the operator to do), Attach the document (pertaining to the task) and click add a job. The job will be actioned by the portal administrator for your business.

The task will be completed when the status is updated by the participant from "In Progress″ to "Completed″ in the status column once the Job has been completed.

Here completes the whole cycle of the process.

If you have any queries that are not answered in these pages, or points you think should be included, please email : mybusiness@1300bpo.com