Client Portfolio
The Client Portfolio function allows the user to view licence status, expiry dates, outstanding applications and track status of submissions. The user and the system will be able to post notifications to the portfolio.
Getting Started
- Click on the Client Account tab
- Click on the Client Portfolio link
Client Portfolio
This page is divided in six areas: Transactions, Licences/Leases/Permits, Application Status, and Bulletin Board Search Filter.
Transactions area provides a list of historical transactions based on the selected criteria.
The list is posted in a table format and contains the following information:
Submitter Name
Event Number
Event
Recorded Date
Licences/Leases/Permits area provides a list of owned Licences/Leases/Permits based on the selected criteria.
The list is posted in a table format and contains the following information:
Licence/Lease/Permit Number
Licence/Lease/Permit Name
Licence/Lease/Permit Type
Licence/Lease/Permit Area
Licence/Lease/Permit Recorded Date
Application Status area provides a list of submitted applications based on the selected criteria.
The list is posted in a table format and contains the following information:
Event Number
Event Name
Recorded Date
Bulletin Board area provides information on system messages and user message. The user has the ability to view a message by clicking on the link in the Subject column and to delete the message if no longer required by clicking on Remove in the Remove column.
The list is posted in a table format and contains the following information:
Event Number
Event Name
- Click on the link in the Subject column to open the message.
- Click on Remove link in the Remove column to delete the message.
The Search Filter criteria are placed at the bottom to provide quick access to the search options after a previous search that returned many rows.
Search Filter area provides a few filtering criteria.
The Previous week option is selected by default.
The alternate options are Previous month and Between Start Date and End Date.
The NovaROC ID must be provided to be able to continue the Search.
Click on Next button to proceed with the data filter.
See also