Manage Menu Codes from Research Upload - V7.3.3

Manage Menu Codes from Research Upload - V7.3.3



Steps for adding report type menu      

Step:1. Login to ReseachWise Webapps and click on ‘Manage Bloomberg Menu Codes’ tab under ResearchUpload.


 
Step:2. Select ‘Item type’, ‘Report type’ from the drop-down list of ‘Select item type’and ‘Select report type’ respectively. Web page displays the message that ‘No menu item exists for selected report type’.


Step:3. To add a report type menu item, administrator clicks ‘Add’ button.


Step:4. On clicking the ‘Add’ button, a textbox to enter the item code pears on the screen. Enter the relevant menu item code.

 
Step:5. Administrator clicks ‘Save’ button to save the entered report type menu item code.


Step:6. Once the report type item code has been added, system generates a confirmation message on the screen.


Remove Report Type Menu Item Code

To remove the report type menu item code, administrator has to follow the steps, as given below:

Step:1. Login to ReseachWise Webapps and click on ‘Manage Bloomberg Menu Codes’ tab under ResearchUpload.


Step:2. Select ‘Item type’, ‘Report type’ from the drop-down list of ‘Select item type’ and ‘Select report type’ respectively. Menu item code as mapped with the ‘Company Update’ report type is displayed.

 
Step:3. Clicks the ‘Remove’ button to remove the selected report type menu item code.

      
Step:4. A pop-up window appears on the screen, asking for confirmation before removing this report type mapping. The Administrator clicks ‘OK’ button to remove the mapping.


Step:5. On clicking the ‘OK’ button, system generates a confirmation message that the menu item code has been successfully removed.

Copyright

This document is the property of ANALEC and its subsidiaries. Under no circumstances, should any of this material be copied, transmitted, forwarded to any individual and/or organization without the explicit approval of the ANALEC and/or any of its Group companies. This information is strictly private and confidential between the ANALEC and their Customers. Any unauthorized distribution of this document is illegal.

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