Temenos Lifecycle Management Suite - Recovery Product Guide
Desktop and Ribbon Bar Overview

The Desktop displays upon completing the log-in process and features the (1) Ribbon Bar, (2) Tabs, and (3) Home Dashboard.

Lifecycle Management Suite Ribbon

The Lifecycle Management Suite Ribbon (Ribbon) is located at the top of the page and contains a variety of icons, which are shortcuts to functions and processes within the Lifecycle Management Suite.

Below is an overview of the icons that contain administrator functionality within the Ribbon Bar: 

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The Alert icon allows a user to view institutional alerts configured by the system administrator in System Management > Alerts.     
           
See Alerts for more information about how to use the Alert icon.

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The Search function allows users to search the Lifecycle Management Suite for existing accounts, cases, and persons. The ability to use the Search feature is determined by the value set for the following permission within the Permissions tab in System Management > Users, or System Management > Groups > Security Groups:

  • Workspace permission under the Collections category.

For an overview of the behavior that occurs when a permission is set to None, View, or Change, please see the Permissions Tab section of the Users or Security Groups topic in this guide.

   

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The System Management icon allows administrators to manage and customize numerous features throughout the Lifecycle Management Suite. This includes both Module-specific functions as well as Core functions that are shared among all Lifecycle Management Suite modules (e.g. managing users and security groups, setting up queues, activating and configuring Connectors).
              

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Queues are an efficient way to organize 

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Views are interactive reports that offer the ability to target based on defined criteria, creating a workable list.

The Views icon allows administrators to create, copy, edit, and delete Views.

See Views for more information about Views within the Lifecycle Management Suite.

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Dashboards are configurable web pages which can display charts, views, reports, or other predefined web parts to provide detailed or summarized data.

The Dashboards icon allows administrators to create, copy, edit, and delete Dashboards.
           
See Dashboards for more information regarding what an administrator can do with Dashboards within the Lifecycle Management Suite.

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Reporting in the Lifecycle Management Suite is integrated with Microsoft SQL Server Reporting Services, which allow an administrator to format reports and select various output formats. Reports can be run on demand by anyone who has permission to run the report or can be scheduled to run at certain times to view information about  

The Reports icon allows administrators to create, copy, edit, and delete Reports.

See Reports for more information about what an administrator can do with Reports within the Lifecycle Management Suite.

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The Help drop-down allows a user to access the Help Menu. Reference the table below to assist with administrator specific functions within the Help Menu:
Help Menu Option Description
This link is used to quickly receive live assistance from a Temenos Customer Care Representative. Once Join WebEx Session is selected, a new browser window opens and automatically navigates to the Temenos WebEx site with a Pre-Session Form displayed.

See the Help section for steps on how to join a webex session.
This link directs administrators to the Temenos Customer Support Center and requires successful login to the Collaboration Portal.
This link allows administrators to report any issues that may arise in the Lifecycle Management Suite in order for them to be tracked and fixed in a timely manner.

For instructions on how to create a New Support Case, please refer to the Customer Care Link on the main Support Page in the Collaboration Portal or contact a Customer Care Representative.

 For more information, please see the Help topic within the End-User Guide.

   

Tabs

When multiple pages are open within the Lifecycle Management Suite, each one is displayed on a separate tab. Tabs make it easy to switch between pages and have multiple open at one time.       

Home Dashboard

The Home Dashboard provides users with a unique view of important information and is assigned by a system administrator in System Management > Users > Dashboards.

Within the Dashboards tab, the assigned dashboards for the user are listed in alphabetical order. The home dashboard that displays on the  Desktop is the first dashboard that appears in this list. 

See Dashboards for more information.

 

 


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