Transcript Send AFE to Partners

AFELink AFE
Operator Demo
What is AFELink?
• AFELink automates sending and receiving AFEs / Mail
Ballots and responses between operators and partners with:
• Electronic transfer of AFEs / Mail Ballots from operators to partners
• Electronic responses from partners to operators
• Online real time AFE / Mail Ballot tracking for operators and partners
• AFELink process automation
• Saves time and reduces paper flow
• Eliminates lost AFEs / Mail Ballots
AFELink Operator Demo
• The basic steps for operators to send an AFE to
partners through AFELink are:
• Load the AFE from AFE system
• Prepare AFE to send to partners
• Send AFE to partners
• Correspond with partners
• Track partner status and responses
Prepare AFE to Send to Partners
Once an AFE has been loaded into AFELink, the operator can:
• See the basic AFE description and partners in the AFE
Prepare AFE to Send to Partners
Once an AFE has been loaded into AFELink, the operator can:
• See the basic AFE description and partners in the AFE
• Review the AFE and Cost Estimates
Prepare AFE to Send to Partners
Once an AFE has been loaded into AFELink, the operator can:
• See the basic AFE description and partners in the AFE
• Review the AFE and Cost Estimates
• Add required attachments
Prepare AFE to Send to Partners
Once an AFE has been loaded into AFELink, the operator can:
• See the basic AFE description and partners in the AFE
• Review the AFE and Cost Estimates
• Add required attachments
• Set delivery options and send the AFE to partners
AFE
AFE details are displayed on the AFE screen
Cost Estimate
Cost estimates can be displayed as gross or net (selected partner share)
Attachments
Inserting attachments in AFELink is as easy as inserting attachments into emails
Set AFE Delivery Options
• AFELink handles delivery of AFE packages to partners by AFELink (registered partners)
or by fax (non-registered partners)
• Operators also have the option to print AFE packages (e.g. delivery by mail or courier)
Send AFE to Partners
To send the AFE to partners:
• Set the AFE class (Notice, Non-Notice, Information)
Send AFE to Partners
To send the AFE to partners:
• Set the AFE class (Notice, Non-Notice, Information)
• Enter the due date and select appropriate partner elections
Send AFE to Partners
To send the AFE to partners:
• Set the AFE class (Notice, Non-Notice, Information)
• Enter the due date and select appropriate partner elections
• Click “Save & Send to Partners”
Corresponding with Partners
AFELink Messages:
• Makes it easy for operators to correspond internally or with partners
• Track and keep an audit trail of all correspondence
Track Partner Status and Responses
The operator can:
• Track the status and responses of all partners
• Enter non-registered AFELink partner responses
DONE!
•
In a few simple steps, you have sent an operated AFE to partners and can now
track and receive responses. AFELink makes it easy to send operated AFEs
and also does much more.
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For more information about AFELink, please contact Dan Chan @ (403) 2644693 or [email protected]