About ohunter

ohunter · ‎01-05-2020

PEXA Planner Release 2.1 PEXA is pleased to present PEXA Planner Release 2.1, scheduled for business go-live on 08 th April, 2020. Feature updates: PEXA Planner now available to practitioners New filters PEXA Planner now available to practitioners Since launching PEXA Planner to financial institutes in 2019, many banks have been able to successfully view and manage upcoming settlements across different Workspaces from a single Dashboard. We’re pleased to announce that we’re now making PEXA Planner available to practitioners. By extending this product to the practitioner market, practitioners who manage multiple transactions or projects can easily monitor and prioritise upcoming settlements. Practitioners will have access to the same great benefits offered to financial institutions: Ability to view and manage a list of Workspaces that are not in Ready/Ready status. Receive continuous updates on Workspace statuses to prepare for high-volume upcoming settlements. Filter based on requirements to narrow down on relevant Workspaces. Additionally, the Workspace Role filter has been updated so that you can select roles that are relevant to practitioners. New filters We’ve added new filters to help you further narrow down your search results. These filters are available to both financial institutes and practitioners and can be applied to any Dashboard. Project Name: Enables you to filter by the project name defined in PEXA Project and is relevant to subscribers who use PEXA Projects. Assignee Name: Enables you to filter based on an allocated assignee and is relevant to subscribers who use PEXA Manager. Once a Workspace has been allocated in PEXA Manager, the assignee or the team lead can view the outstanding tasks of the User in PEXA Planner (thanks ANZ & Westpac for this feedback!).

ohunter · ‎27-03-2020

What is PEXA Tracker? PEXA Tracker is a search tool that produces a view-only summary of a Workspace. It is available to Financial Institutions who are PEXA Exchange Subscribers. Why should I use PEXA Tracker? If you are not a user of PEXA Exchange, it can be difficult to obtain updates on the status of a client’s PEXA settlement. PEXA Tracker provides you with a view-only summary of a Workspace, helping provide you with greater visibility of a matter. This enables you to monitor the progress of upcoming settlements and verify the status of Workspaces from the convenience of your desktop or mobile device. Who do I contact if I want access to PEXA Tracker? For more information about PEXA Tracker, or to inquire about gaining access, please contact us at trackerinfo@pexa.com.au Can I view PEXA Tracker on multiple devices? Yes. PEXA Tracker is available on PCs, Macs, mobile devices and tablets by logging on through a web browser. Who can use PEXA Tracker? Staff of a financial institution which is a subscriber of PEXA Exchange who do not have access to PEXA Exchange i.e. Relationship Manager, BDM. What information does PEXA Tracker provide? PEXA Tracker provides high level information contained in a Workspace that your organisation is a party to. How do I look up a Workspace? Workspaces can be searched using either the land title reference, subscriber reference or Workspace ID by inputting the details into the search bar and selecting ‘Search.’ Search results should appear for any workspace containing the characters entered in the search bar. Workspace information The Workspace screen contains 3 main sections beneath workspace search bar. To see tips about what each heading means, hover your mouse or tap over it to see explanatory information. Workspace Summary Panel This section includes the Workspace reference for your organisation (eg. ‘Grant-12238MatterTFR’ in the screenshot), PEXA workspace ID number, land title reference, Workspace status, settlement date and time, transaction type, the state or jurisdiction of the title, and if it is part of a multi-lot development, the project reference. Workspace Statuses: In Preparation Documents and finances are still being prepared by participants Prepared Documents have been prepared and are ready to be signed. Stamp Duty verification and Lodgement verification are successful Ready All documents have been digitally signed by the required parties and lodgement verification is successful Settling Documents are being lodged with the land registry and financial settlement has been initiated Settled Documents are lodged with the land registry and financial settlement is complete Activity panel Just below the Workspace information panel, key activities are listed with a row for each participant. The participant’s role in the settlement is followed by their subscriber name (their organisation), whether or not they have accepted the settlement time, the documents they are required to sign along with their status, and whether or not they have signed the Financial Settlement Statement. To give clarity to what each participant should focus on, extra information is included with many of the ‘not signed’ statuses. Outstanding Invitations The final section of the Workspace page shows participants who have been invited, but have not yet joined, the Workspace. What if the Workspace I’m looking for is not appearing in the search results? Check that the information you have entered into the search bar is correct. Alternatively, try another method of search i.e. land title instead of workspace ID. Why can’t I login to PEXA Tracker? If a you have forgotten your password, please click on the ‘Forgot Password’ link below the login form and follow the prompts. If you are not a registered PEXA Tracker User, you will need to contact your organisation’s PEXA Tracker Manager or Administrator. Can I access both PEXA Tracker and PEXA Exchange? PEXA Tracker was designed for users who are not eligible for access to PEXA Exchange. Can PEXA Tracker be viewed on multiple devices? PEXA Tracker is available on PCs, Macs, mobile devices and tablets through a web browser. This means you do not need to download or install an application through either the Apple App Store or Google Play Store for Android.

ohunter · ‎08-11-2019

The new Settlement Summary FSS is in a limited pilot from November 11. We have listed the three main changes to the settlement summary below. If you are participating in this pilot and require further clarification or have any questions please reach out to your account manager or PEXA representative. The three key features for this pilot are: Simpler path to agree on the Adjustments Status Flags/indicators included FSS Auto calculation Vendor Surplus via selection of a button Shortfall via selection of a button

ohunter · ‎17-12-2018

@PaulaMain, @Chris-Bradbury, @Karolidis_and_Co, @LynP Thanks to everyone who participated in this user-test and survey. You've all contributed to enhancements making PEXA safer and easier to use for all e-Conveyancing members! I greatly appreciate your time. :) Ollie

ohunter · ‎12-12-2018

@DougCrawford @PaulaMain Thanks again for your feedback on this user test, your contributions were incorporated into our design and are really helping us improve Security and usability. If you are interested, I've published a new prototype for a different feature here. Feel free to take part in the study, or share it with your colleagues. Warm regards and thanks again, Ollie

ohunter · ‎12-12-2018

@RXM, @Jodietai, @HeathHill-WBC, @francislegal, @RMLegal, @Glen, @CUCvD, @bruceawhite, @joanders, @JulieLamb, @LG, @Karolidis_and_Co, @DebbieCrawford, @Chris-Bradbury, @BGoodwin, @Clara, @tysonclarke, @GlenStevens, @markolson, @Roslynne, @BrookeDean, @DeepikaKrishnamurthy, @jgusew, @PaulaMain, @ConveyancingServices, @LeahStevens, @Jonathan Hi again :) In case you missed a chance to take part in the first round of usability testing, we've published a new one above. If you are still interested and have a spare 5 minutes, it w ould be great to hear what you think!

ohunter · ‎12-12-2018

@SF1, @MaxW, @Cyndal, @LindelHoskins, @LawyersConveyancing, @CMusitano, @ChrystalCann, @goolwaconveyancing, @MT, @DMc, @PalmieriConveyancing, @CourtneyFitzgerald, @ChrisL, @amason, @SBray, @elisea, @AnnaHardie, @Beck, @sroyam @settlements, @DougCrawford, @nakatos, @nicolalambrakis, @Silvsa @HeathHill-WBC, @Charbz, @Dalton1, @Morri, @Clarkee, @TimothyAlewood, @LG, @Jodietai, @TheDoctor, @Beck Hi again :) In case you missed a chance to take part in the first round of usability testing, we've published a new one above. If you are still interested and have a spare 5 minutes, it would be great to hear what you think!

ohunter · ‎12-12-2018

Hi PEXA members, We're back with another prototype for user feedback. Our security team is building a new capability for members to review recent changes to the FSS before signing, and we'd love to hear your feedback about this prototype by filling out a survey. The prototype contains 2 tests with slightly different layouts. In Test 1, recent changes are displayed in an 'expanded' view, while in Test 2 the changes are visible after clicking on the affected line item. To take part on the test, simply click through the prototype and fill out a 60 second survey at the end. The whole process should take no more than 5 minutes. Here are the scenarios for each test to give you some context: Scenario for Test 1 You are a workspace participant who is about to sign the FSS. PEXA has flagged recent changes to the FSS line items in rows marked in yellow shading, with all changes visible at once. Once you click 'confirm changes,' you will then be able to click Sign to progress to the next test. Scenario for Test 2 Your task is the same as before, except that changes are flagged by yellow shading, and you may click to show more details. Once you click 'confirm changes,' you will then be able to click Sign to complete the test. To begin, click the this link to view the clickable prototype. Once you have completed the usability test, click this link to complete the survey. Kind thanks, Ollie

ohunter · ‎11-12-2018

Thanks Doug, really appreciate taking the time! Thanks also for reporting the mismatched information, this was intentional so we could see whether the mistakes were noticed more in one layout versus the other one. Your participation is helping improve our security measures :)

ohunter · ‎11-12-2018

Kind thanks - The mismatching information was intentional, thanks a lot for taking part!

ohunter · ‎10-12-2018

@SF1, @MaxW, @Cyndal, @LindelHoskins, @LawyersConveyancing, @CMusitano, @ChrystalCann, @goolwaconveyancing, @MT, @DMc, @PalmieriConveyancing, @CourtneyFitzgerald, @ChrisL, @amason, @SBray, @elisea, @AnnaHardie, @Beck, @sroyam @settlements, @DougCrawford, @nakatos, @nicolalambrakis, @Silvsa @HeathHill-WBC, @Charbz, @Dalton1, @Morri, @Clarkee, @TimothyAlewood, @LG, @Jodietai, @TheDoctor, @Beck Hi all, would be great to get your opinion from the above usability test :)

ohunter · ‎10-12-2018

@RXM, @Jodietai, @HeathHill-WBC, @francislegal, @RMLegal, @Glen, @CUCvD, @bruceawhite, @joanders, @JulieLamb, @LG, @Karolidis_and_Co, @DebbieCrawford, @Chris-Bradbury, @BGoodwin, @Clara, @tysonclarke, @GlenStevens, @markolson, @Roslynne, @BrookeDean, @DeepikaKrishnamurthy, @jgusew, @PaulaMain, @ConveyancingServices, @LeahStevens, @Jonathan Hi all, would be great to get you opinion of the above :)

ohunter · ‎10-12-2018

Hi PEXA members! As part of our commitment to enhancing security across the platform, we're building a new capability for members to digitally sign to 'activate' new users once they have been created. Since it's important to strike a balance between workflow efficiency and attention to detail, we've created a simple clickable prototype to test some of the usability and gather your feedback. The prototype contains 2 usability tests with slightly different layouts - in Test 1 user details are 'expanded' when you selecting a checkbox, while in Test 2 they are automatically expanded for members to review the details all at once. To take part on the test, simply click through the prototype and fill out a 60 second survey at the end. The whole process should take no more than 5 minutes. Here are the scenarios for each test to give you some context: Scenario for Test 1 You are a conveyancer who needs to activate 5 new users with your digital certificate. Please read the following list and check the boxes in the test to select the users with matching details. Once you are finished checking the information, click “Sign to activate” to complete the test. Note: Not all areas of the screen are clickable. If you are unsure of what to do next, click anywhere to see a blue highlight indicating the clickable areas. Check the following details and activate the correct ones: Amber Barnes 606 Liverpool St, Surrey Hills NSW +61425615787 Martin Carter 12 Caterbury Ave Hillgrove NSW +61405948227 Charlotte Seyama 1a/591 Station St Newcombe WA +61401928752 Cam Grosvenor 25 Wattle St Eastville VIC +61403305261 Karl Hewitcsz 56 Mason St Shepparton VIC +61495864444 Scenario for Test 2 You are a conveyancer who needs to activate 5 new users with your digital certificate. Please read the following list and check the boxes in the test to select the users with matching details. Once you are finished checking the information, click “Sign to activate” to complete the test. Check the following details and activate the correct ones: Terrence Camperfield 90 Canyon Court Gladioli City QLD +6145563810 Shaun Brady 291 Haversham Road Palmerston QLD +6140007132 Esther Chevaux 8 Pontiff Road, Johnson Gorge QLD +6409482212 Liam Thulley 12/20 Halmer St Fortitude Valley QLD +6140948166 Pari Srinivasan 616 Mango Drive Rosedale NSW +6142093841 To begin, click the this link to view the clickable prototype. Once you have completed the usability test, click this link to complete the survey. Kind thanks, Ollie

About ohunter

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