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					<h1 id="userManual">COMP6205 User Manual</h1>
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				<h2 id="manualUsage">Manual Usage</h2>

				<p>
					When using this user manual and website we recommend you use an updated browser of your choice.
					Older browsers will work, but will have reduced functionality and some features may not be available.
				</p>
				<p>
					The website and manual will work on tablets and mobile devices but again for the best user experience you should view it on a desktop computer and browser.
				</p>


		<h2 id="clientPages"> Client Pages </h2>

			<p>
				These help topics relate to ones that a user may access when using our website.
			</p>

			<h3 id="client-login">How to login</h3>

			<p>We have made the assumption that you must obtain your login details from the bank.
					Once you get your details you will be able to login. Note that unless you are logged in, you cannot see
					anything but the Login and About us pages links at the top of the page.
			</p>
			<p>
				<img class="img-responsive" src="images/client activities/header_when_not_logged.png" />
			</p>

				<p>The following screen shows the login screen to insert your username and password</p>

				<p><img class="img-responsive" src="images/client activities/login_screen.png" /></p>


				<p>If you cannot login or have forgotten your password, you are encouraged to go to the About us page and see our contact details</p>
				<p><img class="img-responsive" src="images/client activities/login_invalid.png" /></p>


			<h3 id="client-account">Account Overview</h3>

				<p>After a user logs in, they see the Account Overview page. Initially it will show no accounts and will give the user the opportunity to
					open an account or report an issue.</p>


				<p><img class="img-responsive" src="images/client activities/welcome_non_admin.png" /></p>



			<h3 id="client-open">Open Account</h3>
				<p>Opening an account is easy and you can do this by giving a name for the account and specifying the type (such as savings, loan, etc)</p>

				<p><img class="img-responsive" src="images/client activities/open_new_acc.png" /></p>

				<p>After opening the new account, you are redirected to the Account Overview page where you can view your newly created account. Every new account has initial balance of £0. Currently there is no way to put money into an account without transferring it. We have assumed this is done with an external system. Therefore when testing we have added funds manually.</p>

				<p><img class="img-responsive" src="images/client activities/view_new_accounts.png" /></p>

			
			<h3 id="client-transfer">Transfer money</h3>

				<p>After you have set up your accounts, you can finally transfer money between your accounts or even to other accounts, registered in the bank. To perform this transfer (regardless whether it is between your accounts or to another person's account), you must know the <b> id </b> of the recipient's account (This is similar to the sort code/bank account ID in a real bank).
					In the example below <NAME> is sending £200 from his daily account ( <b> id: 1 </b> ) to his savings ( <b> id: 2 </b> )
				</p>

					<p><img class="img-responsive" src="images/client activities/transfer.png" /> </p>


					<p>
						Note that when transferring money the bank website does not allow you to:
						<ul>
							<li> Send money to non-existing destination. This is why you must know the account id of the recipient, <br /><br />
							<img class="img-responsive" src="images/client activities/invalid_dest.png" /> <br /><br /></li>
							<li> Send more money than you have in the account you are sending from. <br /><br />
							<img class="img-responsive" src="images/client activities/insufficient_src.png" /> <br /><br /></li>


							<li> Send negative amounts of money. <br /><br />
							<img class="img-responsive" src="images/client activities/negative_transfer.png" /><br /><br /> </li>

							<li> Leave any of the fields blank. <br /><br />
								<img class="img-responsive" src="images/client activities/fields_blank.png" /><br /><br /> </li>
							</li>
						</ul>
					</p>



			<h3 id="client-transactions">View Account Transactions and Statements</h3>
				<p>
					Immediately after you make a transaction, you are redirected to the Account Overview page where you can see the amount deducted from your account.</p>

					<p><img class="img-responsive" src="images/client activities/new_balance.png" /> </p>
					<p>You can go into more detail and <b> View Transactions </b> for specific account, which will dynamically show you your most recent transactions for this account. In the example below <NAME> is observing the recent transactions for his savings account. You can see when the transaction took place, what is the reference and if  money has come in or gone out of the account:</p>
				<p><img class="img-responsive" src="images/client activities/view_account.png" /> </p>
				<p>We realise that people have different lifestyles, so some may have 10 transactions for the last month or 100 for the past week. Therefore, apart from dynamically observing your recent transactions, you can also view your monthly statement. We see that <NAME> has only one transaction in November:</p>
				<p><img class="img-responsive" src="images/client activities/transaction_dec.png" /> </p>
				<p>You can navigate back and forth the months and see the statement for whichever month you are interested in. For instance, <NAME> has gone back a month and is viewing his statement for November, when he had more activity on his account:</p>
				<p><img class="img-responsive" src="images/client activities/transactions_nov.png" /> </p>
				<p>Finally, you can view a printable pdf of your monthly statement and download it </p>
				<p><img class="img-responsive" src="images/client activities/pdf_statement.png" /> </p>

				<p>An example of this statement is <a href="statement_example.pdf">here</a></p>

	

	
			<h3 id="client-report">Report Concern</h3>
			<p>From the Account Overview page you can submit an issue if you consider that there is something unusual going on. To do this you need to:</p>
			<ul> 
				<li>Select the account where the issue is present</li>
				<li>Give a title to your problem</li>
				<li>Describe the problem in more detail</li>
				<li> After you have sent the report, a bank clerk will receive it and you will be contacted shortly. </li>
			</ul>

				<p>The below screenshot shows the interface used to report a concern</p>
				<p><img class="img-responsive" src="images/client activities/report_issue.png" /> </p>


			<h3 id="client-logout">Log out</h3>
			<p>To log out you can press the <b>Log Out</b> button at the top of the page.
			This will log you out and redirect you to the main login page if you wish to login later.</p>

		<h2 id="adminPages"> Admin pages </h2>

			<p>
				These help topics relate to ones that an admin may access when using our website.
			</p>
			
			<p>When an admin logs in, they can see the Admin tab in the navigation bar, which gives them more rights:</p>

			<img class="img-responsive" src="images/admin activities/login_admin.png" /> <br />

			<p> Recall that regular users do not see this page. <b> Even if normal user guesses the URL for the admin page, 
			they are not authorised to view it: </b> (<i> this probably should not be in the user manual </i>) </p>

			<img class="img-responsive" src="images/admin activities/user_notAuthorized.png" /> <br />  
			<p> The admin page gives access to the following: </p>


				<h3 id="admin-assignUsers">Assign Users</h3>
				<p>This allows the admin to change what roles a user has. E.g. promoting a user from a normal user to a bank clerk,
					promoting clerk to manager or demoting manager to clerk.
					However, as this is not a full website, this feature is not implemented.</p>
					<img class="img-responsive" src="images/admin activities/change_role.png" /> <br />

				<h3 id="admin-viewRoles">View Roles</h3>
				<p> This page shows the admin the list of available roles and a short description of the role: </p>
				<img class="img-responsive" src="images/admin activities/view_roles.png" /> <br />

				<h3 id="admin-changePermissions">Change Permissions</h3>
				<p>This allows the admin to change the permissions of different roles, e.g what  capabilities would the user, the clerk, the manager and the admin have.
					However, as this is not a full website, this feature is not implemented hower this is only a matter of changing fields in the database.</p>
				<img class="img-responsive" src="images/admin activities/change_permission.png" /> <br />

				<h3 id="admin-viewIssues">View Issues</h3>
				<p> This page allows the admin, <NAME>, to view issues, submitted by clients </p>
				<img class="img-responsive" src="images/admin activities/view_issues.png" /> <br />  
				<p> After choosing an issue, submitted by particular client, the admin, <NAME>, can view the case in more detail</p>
				<img class="img-responsive" src="images/admin activities/close_issue.png" /> <br />  
				<p> After contacting the client, the admin, <NAME>, can close the issue, after which he gets a confirmation </p>
				<img class="img-responsive" src="images/admin activities/close_issue_confirm.png" /> <br />  
				<p> Finally, when going back to the issues list, the admin, <NAME>, can see that the issues that he has resolved are now under the 'Resolved' category </p>
				<img class="img-responsive" src="images/admin activities/resolved_issues.png" /> <br />

				<h3 id="admin-viewSiteOptions">View Site Options</h3>
				<p> Finally, the admin is allowed to view site options. For example, he would be able to temporarily bring down the site for regular maintenance. However, as this is demo site, this feature is not implemented. </p>
				<img class="img-responsive" src="images/admin activities/maintenance.png" /> <br />

				<h2 id="userStories">User Stories</h2>

				<p>
					From the user brief we have refined and combined our user stories to relate to individual features for the website.
					We will link to the above guides to show that these features are available to complete their user story.
					This has formed part of our user acceptance testing.
				</p>

				<h3 id="customer">Customer</h3>

				<p>
					The customer will want to use the all basic functionality of the banking application.
					From the brief both Customers have been combined into one user story.
				</p>

				<p>
					<ul>
					<li>Able to log into the website - The <a href="#client-login">above instruction</a> demonstrates how a user can log into the system with their bank provided credentials</li>
					<li>Create a bank account - The <a href="#client-account">above instructions</a> demonstrates a user can create a bank account.</li>
					<li>Send and receive money - The <a href="#client-transfer">above instructions</a> demonstrates a user can send and receive money.</li>
					<li>View statements - The <a href="#client-transactions">above instruction</a> demonstrates how a user can view each months statement.</li>
					<li>Print statements - The <a href="#client-transactions">above instructions</a> demonstrates how a user can print off their statement for review.</li>
					<li>Report issues - The <a href="#client-report">above instruction</a> demonstrates how a user can report an issue and tells them how it is resolved.</li>
					</ul>
				</p>

				<h3 id="bankManager">Bank Manager</h3>

				<p>
					The Bank Manger will want the ability to use the application to monitor and resolve issues.
					From the brief both Bank Manager and have been combined into one user story.
				</p>

				<p>
					<ul>
					<li>Review and close issues - The <a href="#admin-viewIssues">above instruction</a> demonstrates how a user can review and close the issues. They are expected to have resolved them by contacting the customer before marking them as resolved.</li>
					<li>Alter/disable accounts - The <a href="#admin-assignUsers">above instruction</a> demonstrates how a user can alter accounts.</li>
					<li>Change User Roles - The <a href="#admin-assignUsers">above instruction</a> demonstrates how a user can also change what role a user can have.</li>
					</ul>
				</p>

				<h3 id="admin">Admin</h3>

				<p>The admin will want the ability to perform administrative tasks relating to the site such as shutting it down when needed.</p>

				<ul>
					<li>Perform all functions that previous uses cases can - This is demonstrated above by showing system features</li>
					<li>Change site options - The <a href="#admin-viewSiteOptions">above instruction</a> demonstrates how an admin can change site options. Specifically they will be able to turn on maintenance mode.</li>
				</ul>

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<commit_msg>fixed November to de December (typo)<commit_after>
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					<h1 id="userManual">COMP6205 User Manual</h1>
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				<h2 id="manualUsage">Manual Usage</h2>

				<p>
					When using this user manual and website we recommend you use an updated browser of your choice.
					Older browsers will work, but will have reduced functionality and some features may not be available.
				</p>
				<p>
					The website and manual will work on tablets and mobile devices but again for the best user experience you should view it on a desktop computer and browser.
				</p>


		<h2 id="clientPages"> Client Pages </h2>

			<p>
				These help topics relate to ones that a user may access when using our website.
			</p>

			<h3 id="client-login">How to login</h3>

			<p>We have made the assumption that you must obtain your login details from the bank.
					Once you get your details you will be able to login. Note that unless you are logged in, you cannot see
					anything but the Login and About us pages links at the top of the page.
			</p>
			<p>
				<img class="img-responsive" src="images/client activities/header_when_not_logged.png" />
			</p>

				<p>The following screen shows the login screen to insert your username and password</p>

				<p><img class="img-responsive" src="images/client activities/login_screen.png" /></p>


				<p>If you cannot login or have forgotten your password, you are encouraged to go to the About us page and see our contact details</p>
				<p><img class="img-responsive" src="images/client activities/login_invalid.png" /></p>


			<h3 id="client-account">Account Overview</h3>

				<p>After a user logs in, they see the Account Overview page. Initially it will show no accounts and will give the user the opportunity to
					open an account or report an issue.</p>


				<p><img class="img-responsive" src="images/client activities/welcome_non_admin.png" /></p>



			<h3 id="client-open">Open Account</h3>
				<p>Opening an account is easy and you can do this by giving a name for the account and specifying the type (such as savings, loan, etc)</p>

				<p><img class="img-responsive" src="images/client activities/open_new_acc.png" /></p>

				<p>After opening the new account, you are redirected to the Account Overview page where you can view your newly created account. Every new account has initial balance of £0. Currently there is no way to put money into an account without transferring it. We have assumed this is done with an external system. Therefore when testing we have added funds manually.</p>

				<p><img class="img-responsive" src="images/client activities/view_new_accounts.png" /></p>

			
			<h3 id="client-transfer">Transfer money</h3>

				<p>After you have set up your accounts, you can finally transfer money between your accounts or even to other accounts, registered in the bank. To perform this transfer (regardless whether it is between your accounts or to another person's account), you must know the <b> id </b> of the recipient's account (This is similar to the sort code/bank account ID in a real bank).
					In the example below <NAME> is sending £200 from his daily account ( <b> id: 1 </b> ) to his savings ( <b> id: 2 </b> )
				</p>

					<p><img class="img-responsive" src="images/client activities/transfer.png" /> </p>


					<p>
						Note that when transferring money the bank website does not allow you to:
						<ul>
							<li> Send money to non-existing destination. This is why you must know the account id of the recipient, <br /><br />
							<img class="img-responsive" src="images/client activities/invalid_dest.png" /> <br /><br /></li>
							<li> Send more money than you have in the account you are sending from. <br /><br />
							<img class="img-responsive" src="images/client activities/insufficient_src.png" /> <br /><br /></li>


							<li> Send negative amounts of money. <br /><br />
							<img class="img-responsive" src="images/client activities/negative_transfer.png" /><br /><br /> </li>

							<li> Leave any of the fields blank. <br /><br />
								<img class="img-responsive" src="images/client activities/fields_blank.png" /><br /><br /> </li>
							</li>
						</ul>
					</p>



			<h3 id="client-transactions">View Account Transactions and Statements</h3>
				<p>
					Immediately after you make a transaction, you are redirected to the Account Overview page where you can see the amount deducted from your account.</p>

					<p><img class="img-responsive" src="images/client activities/new_balance.png" /> </p>
					<p>You can go into more detail and <b> View Transactions </b> for specific account, which will dynamically show you your most recent transactions for this account. In the example below <NAME> is observing the recent transactions for his savings account. You can see when the transaction took place, what is the reference and if  money has come in or gone out of the account:</p>
				<p><img class="img-responsive" src="images/client activities/view_account.png" /> </p>
				<p>We realise that people have different lifestyles, so some may have 10 transactions for the last month or 100 for the past week. Therefore, apart from dynamically observing your recent transactions, you can also view your monthly statement. We see that <NAME> has only one transaction in December:</p>
				<p><img class="img-responsive" src="images/client activities/transaction_dec.png" /> </p>
				<p>You can navigate back and forth the months and see the statement for whichever month you are interested in. For instance, <NAME> has gone back a month and is viewing his statement for November, when he had more activity on his account:</p>
				<p><img class="img-responsive" src="images/client activities/transactions_nov.png" /> </p>
				<p>Finally, you can view a printable pdf of your monthly statement and download it </p>
				<p><img class="img-responsive" src="images/client activities/pdf_statement.png" /> </p>

				<p>An example of this statement is <a href="statement_example.pdf">here</a></p>

	

	
			<h3 id="client-report">Report Concern</h3>
			<p>From the Account Overview page you can submit an issue if you consider that there is something unusual going on. To do this you need to:</p>
			<ul> 
				<li>Select the account where the issue is present</li>
				<li>Give a title to your problem</li>
				<li>Describe the problem in more detail</li>
				<li> After you have sent the report, a bank clerk will receive it and you will be contacted shortly. </li>
			</ul>

				<p>The below screenshot shows the interface used to report a concern</p>
				<p><img class="img-responsive" src="images/client activities/report_issue.png" /> </p>


			<h3 id="client-logout">Log out</h3>
			<p>To log out you can press the <b>Log Out</b> button at the top of the page.
			This will log you out and redirect you to the main login page if you wish to login later.</p>

		<h2 id="adminPages"> Admin pages </h2>

			<p>
				These help topics relate to ones that an admin may access when using our website.
			</p>
			
			<p>When an admin logs in, they can see the Admin tab in the navigation bar, which gives them more rights:</p>

			<img class="img-responsive" src="images/admin activities/login_admin.png" /> <br />

			<p> Recall that regular users do not see this page. <b> Even if normal user guesses the URL for the admin page, 
			they are not authorised to view it: </b> (<i> this probably should not be in the user manual </i>) </p>

			<img class="img-responsive" src="images/admin activities/user_notAuthorized.png" /> <br />  
			<p> The admin page gives access to the following: </p>


				<h3 id="admin-assignUsers">Assign Users</h3>
				<p>This allows the admin to change what roles a user has. E.g. promoting a user from a normal user to a bank clerk,
					promoting clerk to manager or demoting manager to clerk.
					However, as this is not a full website, this feature is not implemented.</p>
					<img class="img-responsive" src="images/admin activities/change_role.png" /> <br />

				<h3 id="admin-viewRoles">View Roles</h3>
				<p> This page shows the admin the list of available roles and a short description of the role: </p>
				<img class="img-responsive" src="images/admin activities/view_roles.png" /> <br />

				<h3 id="admin-changePermissions">Change Permissions</h3>
				<p>This allows the admin to change the permissions of different roles, e.g what  capabilities would the user, the clerk, the manager and the admin have.
					However, as this is not a full website, this feature is not implemented hower this is only a matter of changing fields in the database.</p>
				<img class="img-responsive" src="images/admin activities/change_permission.png" /> <br />

				<h3 id="admin-viewIssues">View Issues</h3>
				<p> This page allows the admin, <NAME>, to view issues, submitted by clients </p>
				<img class="img-responsive" src="images/admin activities/view_issues.png" /> <br />  
				<p> After choosing an issue, submitted by particular client, the admin, <NAME>, can view the case in more detail</p>
				<img class="img-responsive" src="images/admin activities/close_issue.png" /> <br />  
				<p> After contacting the client, the admin, <NAME>, can close the issue, after which he gets a confirmation </p>
				<img class="img-responsive" src="images/admin activities/close_issue_confirm.png" /> <br />  
				<p> Finally, when going back to the issues list, the admin, <NAME>, can see that the issues that he has resolved are now under the 'Resolved' category </p>
				<img class="img-responsive" src="images/admin activities/resolved_issues.png" /> <br />

				<h3 id="admin-viewSiteOptions">View Site Options</h3>
				<p> Finally, the admin is allowed to view site options. For example, he would be able to temporarily bring down the site for regular maintenance. However, as this is demo site, this feature is not implemented. </p>
				<img class="img-responsive" src="images/admin activities/maintenance.png" /> <br />

				<h2 id="userStories">User Stories</h2>

				<p>
					From the user brief we have refined and combined our user stories to relate to individual features for the website.
					We will link to the above guides to show that these features are available to complete their user story.
					This has formed part of our user acceptance testing.
				</p>

				<h3 id="customer">Customer</h3>

				<p>
					The customer will want to use the all basic functionality of the banking application.
					From the brief both Customers have been combined into one user story.
				</p>

				<p>
					<ul>
					<li>Able to log into the website - The <a href="#client-login">above instruction</a> demonstrates how a user can log into the system with their bank provided credentials</li>
					<li>Create a bank account - The <a href="#client-account">above instructions</a> demonstrates a user can create a bank account.</li>
					<li>Send and receive money - The <a href="#client-transfer">above instructions</a> demonstrates a user can send and receive money.</li>
					<li>View statements - The <a href="#client-transactions">above instruction</a> demonstrates how a user can view each months statement.</li>
					<li>Print statements - The <a href="#client-transactions">above instructions</a> demonstrates how a user can print off their statement for review.</li>
					<li>Report issues - The <a href="#client-report">above instruction</a> demonstrates how a user can report an issue and tells them how it is resolved.</li>
					</ul>
				</p>

				<h3 id="bankManager">Bank Manager</h3>

				<p>
					The Bank Manger will want the ability to use the application to monitor and resolve issues.
					From the brief both Bank Manager and have been combined into one user story.
				</p>

				<p>
					<ul>
					<li>Review and close issues - The <a href="#admin-viewIssues">above instruction</a> demonstrates how a user can review and close the issues. They are expected to have resolved them by contacting the customer before marking them as resolved.</li>
					<li>Alter/disable accounts - The <a href="#admin-assignUsers">above instruction</a> demonstrates how a user can alter accounts.</li>
					<li>Change User Roles - The <a href="#admin-assignUsers">above instruction</a> demonstrates how a user can also change what role a user can have.</li>
					</ul>
				</p>

				<h3 id="admin">Admin</h3>

				<p>The admin will want the ability to perform administrative tasks relating to the site such as shutting it down when needed.</p>

				<ul>
					<li>Perform all functions that previous uses cases can - This is demonstrated above by showing system features</li>
					<li>Change site options - The <a href="#admin-viewSiteOptions">above instruction</a> demonstrates how an admin can change site options. Specifically they will be able to turn on maintenance mode.</li>
				</ul>

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