eModule - Control Panel – FIA Tech

Introduction

The eModule Control Panel is available via the eModule Ribbon, allowing users to back up the eModule, perform eModule Validation, and access the eModule Tools, including the Product Query Tool.

Accessing the Control Panel

The Control Panel can be accessed from the eMODULE ribbon.

The Control Panel offers access to a number of eModule Tools, including the Product Query Tool, and can be used to perform the eModule Validation.

Intro Button

Clicking this button displays detailed information about the Control Panel, including a Summary page of the available features.

Perform the eModule Validation

Prior to saving the eRate in the eModule, click on the "Perform the eModule Valication" button in the eModule ribbon to check the eRate for missing fields and non-compliant data formats such as letters within a value that should be numeric, products that no longer exist, Default Execution Type not selected, same products with different currency, etc.

A successful eModule Validation will display a message stating "Validations Complete – No Errors Found", while an eModule with errors will indicate how many errors and in what rows they appear so they can be corrected. A full list of all errors can also be found in the 'ErrorLog' tab at the bottom of the eModule.

Text Conditional Formatting

Clicking this button allows the user to select a keyword to highlight within the eModule.

Insert the word for conditional formatting and click OK. All lines containing that word will be highlighted within the eModule.

Conditional formatting can be removed by selecting the "CLEAR Formats, ErrLog, Empty Lines" button.

Amount Column Color Scale

Clicking this button formats the "Brokerage Amount" column with color scales marking differences among amounts.

Color scale can be removed by selecting the “CLEAR Formats, ErrLog, Empty Lines” button.

Excel Styles

Clicking this button allows quick setup of Excel styles, which improves readability. Additional clicks display the available styles, which are included below.

Mass Copy by Exec Type

Clicking this button allows mass copying of one Exec Type with another.

Clicking OK will display the drop-down options for two Execution Types, the original and new Types.

The user will be prompted to either keep the original type as the Default, or to set the new type as the Default. The option will also be provided to either copy the original Brokerage Amount for the new type, or to leave it blank, to be filled in later by the user. In the below screen shot, the new type was set as the Default, and the Brokerage Amount was copied from the original type.