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Extranet - Frequently Asked Questions (FAQs):
Welcome to the new Interac Corp. document repository. The updates to the repository allow for quicker and simpler access to documentation.
Below is a list of answers to some common questions related to the repository. If you do not find the answer you're looking for here, please submit a comment on the Extranet Portal, email us at support@member-access.ca or call 1-866-680-3253.
Questions:
- How is the document library organized?
- What is on the homepage?
- Which sections of the Extranet does the search function on the homepage search?
- What is advanced search?
- Which sections or documents does the "search within a product" function search?
- What are "categories"?
- What are "tags"?
- What are the various security levels of the Extranet?
- I don't seem to be able to access a document that I previously had access to. How can I find it?
- The contact information that is displayed is not correct. How do I change my contact data?
- I'd like to give feedback on the new Extranet, how do I submit comments?
- Where do I find the Extranet Getting Started Guide?
Answers:
1. How is the document library organized?
The document repository is divided into sections based on the Interac payment product the documentation is assigned to. Within each product, sub-folders are used to define the different collections of documents relating to each product.
2. What is on the homepage?
The homepage is a dashboard page which gives you immediate access to all of the features this platform has to offer. From here users can access the following quick-use functionalities:
- News: a section for the most up-to-date Interac news;
- Announcements: an area where system status, upcoming maintenance and upcoming meetings will be displayed;
- Recently viewed documents: an area that shows the last 5 documents you have accessed;
- New documents: an area that shows the last 5 documents posted that you have access to;
- Comments: a field that allows you to provide feedback on the portal as well as send contact updates and/or questions directly to our Extranet administrator(s).
3. Which sections of the Extranet does the search function on the homepage search?
The homepage search, called "dashboard search", allows you to search all documents within the document repository that you have access to. This search function is not confined to documents alone, but will also yield search results from announcements, bulletins, help pages and the like. This option searches the entire Extranet document repository.
4. What is advanced search?
Advanced search allows you to refine the search criteria to provide more specific and accurate search results. The documents can be searched using multiple keywords, categories (see Question 6 for additional information on categories) and tags (see Question 7 for additional information on tags), while allowing you to specify which product you require documentation about.
You can set the search engine to search for the criteria you've outlined using either a positive or negative approach. A positive search will search only for documents that meet the specified criteria, while a negative search will exclude all results that meet the specified criteria. This is akin to a power search that you may have seen or used on other sites.
5. Which sections or documents does the "search within a product" function search?
By selecting which product you would like to search within, you can search for information directly related to a specific Interac product. For example, if you choose to search for "Regulations" within a product such as Interac Online, your search results will display only those regulation documents related to Interac Online (as opposed to all regulation documents within the entire Extranet document repository.)
6. What are "categories"?
Think of categories as document types. Categories help you sort and search for the documents you require access to; based on the type of document(s) you are looking for. Choosing categories such as "meeting notes" or "specifications" helps to refine your sort or search activities:
- "sort" - sorting within a product can be done by selecting only one category
- "search" - provides flexibility to search based on the type of document you require, by selecting one or more document categories.
Every document will be assigned to only one category.
7. What are "tags"?
Think of "tags" as document labels, or metadata about a document. Tags are applied to documents to add to the description of the document within the repository. Tags allow you to sort or search for a document using a more adaptable set of descriptors. Tags such as "mobile" or "chip", will return all documents with the label "mobile" or "chip". Within a product variant such as Interac Online, you can use one tag with or without a "category" to sort for documentation. Within advanced search, you may use as many tags as well as categories you desire. A single document may have multiple tags associated with it.
8. What are the various security levels of the Extranet?
The level of access you have to documentation and applications within the INTERAC Extranet is granted by the Extranet administrator(s) and is based on the permissions assigned to you by the Extranet Token Sponsor at your organization. Access rights govern which applications and which documents and folders are visible.
9. I don't seem to be able to access a document that I previously had access to. How can I find it?
All efforts were made to keep the access to documents and applications identical to the previous Extranet. With the change in document hierarchy, the design of new applications and the increased application functionality, an error may have been made when assigning your access rights. We apologize if this is the case. Please send an email to support@member-access.ca outlining the details of the issue you're experiencing so that we can respond to your request in a timely manner.
10. The contact information that is displayed is not correct. How do I change my contact data?
Please navigate to the "My Applications" tab (on the top right-hand corner of the homepage) and select "My Information". A form will be presented to edit your profile information. Upon completion, an email will be sent with the updates to the Extranet administrator(s) for immediate attention.
11. I'd like to give feedback on the new Extranet, how do I submit comments?
On your dashboard page (the homepage) you will see a comments section. All comments are submitted anonymously unless you choose to enter your name.
12. Where do I find the Extranet Getting Started Guide?
On your dashboard page you will see a ‘Help Link' on the right-hand side of the main toolbar. Click "Site Help" – the Getting Started Guide will be available on this page.