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eShare Client Newsletter
July 2008

Access the User Group Portal Here

(PLEASE NOTE: You will require your User Name and Password to access the site)
Welcome!
 
In this edition of the Client Newsletter we will be providing feedback from the latest User Group which took place on the 14th July.  The discussion topics include:
  • Trustee task list
  • User statistical reporting
  • Security documentation
  • eControls 

To discuss anything in this Newsletter further, please contact Gavin Fisher:

Phone: 0845 200 7829
New Trustee Task List
 
 
During discussions at the User Group, Clients mentioned they would like to see an area on eShare which lists all the tasks which new Trustees need to perform.  Alongside this would be all associated information to help make their job easier.
 
To implement this functionality we need to know what you want to see on this list.  It will initially be offered as a default list but can of course be customised to meet your specific requirements.
 
All ideas should be sent through to our Head of Client Operations Gavin Fisher.
User Statistics
 
Usage StatisticsAt the moment User Statistics form part of our eShare Gold Package. 
 
The statistics allow you to see who has logged onto which pages etc and provides useful feedback on how useful your Trustees are eShare.
 
We are now making the statistical reporting an optional extra.  If you would like further details on this 'add-on' or would like to sign up to have it deployed, please get in touch and let us know.
Security Documentation 
 
Some Members of the User Group requested a copy of our Security Questionnaire to pass onto their Trustees.  This has been uploaded onto the User Group Portal.  Alternatively to access this directly, please click on the link below:
 
 
(PLEASE NOTE: You will be prompted for your log in details)
eControls
 
ImplihoodDuring the User Group, members requested a change in eControls.  At the moment the eShare Risk Review Workflow requires users to input the impact and likelihood of each risk. 
 
A request was made to have a control score that compared the initial scores to those after the risk so you could track the difference the risk review had made and how successful it had been.
 
To include this in the module we will require your help to aid us in the specification process and tell us what you want it to look like, how it will function etc.
 
If you are interested in getting involved then please contact Gavin Fisher.
If you would like to discuss anything contained in this newsletter further, please do not hesitate to get in touch.  We look forward to hearing from you shortly.
 
Kindest regards
 
Alice Cambata