In order to use the elcyAUCTION module, an administrator needs to set up the banks and their contacts plus the wordings to be used at the conclusion of an auction.

Auction Banks

In Settings, Select Bank, Bank List.

Choose Expanded List.

Find the banks you wish to add to Auction.  If the Auction Flag box is greyed out, then the bank is not set up for Auction, please speak to the Helpdesk (elcy-helpdesk@surecomp.com) to arrange for them to be set up.  If the Auction Flag box is already ticked, the bank is available for use.  Otherwise the white box can be ticked if needed.  At the bottom of the screen click on Save.

Create Bank templates

When setting up an auction, users will need to add bank(s).  To make this easier, it is possible to set up templates of a set of banks which can be used to make the selection process quicker.  These are then optionally available to users when creating auctions.

It is also possible for the administrators to decide that a user MUST select a template list of banks for an auction.  If this applies to your organisation, please ask the ELCY Helpdesk to set this in the system.  The process to create templates is the same.

Go to Settings, Administration, Bank Template List and choose Add.

Enter a name for your template and tick the box for each bank required to be included in the template.  If you select a bank which is not already set up in the system, you will get a pop up informing you to ask the ELCY Helpdesk for assistance.

At the bottom of the screen, Create Template.

View, Edit or Delete Bank Templates

Go to Settings, Administration, Bank Template List.  Here you can see a list of all the existing templates, and the banks included in them.

To edit the banks included, click on the green Template Name.

To copy a template, click in the radio button on the left, and Copy at the top.  This brings a copy of the template into the list, you can then edit it, change the name and change which banks are included as above.

To delete a template, click in the radio button on the left, and Delete at the top.  The system warns you you are about to delete it, click OK to proceed.

Template search functionality

You can search for a template by name or for all templates including a bank via the Search box at the top right.

Notification wording

At the completion of an auction, an email is sent to each of the winning and losing banks to inform them.  Standard wording is available in the system, but you can determine your own wording as needed.

Go to Settings, Administration, Auction Notification Management.

Add the wording you wish to be included in the emails and click on Add Wording.