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Cisco Marketing Fund Builder (MFB) POP Upload User Guide

Updated 02/06/2007

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Introduction

The Marketing Fund Builder (MFB) Tool has implemented the Proof of Performance (POP) Upload feature in order to expedite claim processing and decrease ambiguity regarding documentation submission. In the following pages are steps we hope will help clarify the POP Upload Process.

Thank you for choosing to use the POP Upload functionality and for your support of the Cisco Joint Marketing Fund (JMF) Program.

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Table of Contents

Accessibility …………………………………………………………………………………………............. 4- POP Upload - Through Claim Submission Page ………………………………………………….. 5- POP Upload - Through Claim Query ……………………………………………………………….. 6- POP Upload - Through Quicklinks ………………………………………………………………….. 7

POP Upload Page .…… ……………………………………………………………………………………. 8POP Upload Instructions ..………………………………………………………………………………….. 9POP Upload Tip ……………………………………………………………………………………………... 19Viewing Uploaded Documentation ………………………………………………………………………… 20Claims No Longer Eligible for POP Upload ………………………………………………………………. 22

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Accessibility (1 of 3)

POP Upload - Through ClaimSubmission Page• At step 5 of 5 of submitting a claim the user

is at the Claim Details Receipt Page. At this time the user has the option of upload POP by clicking on the ‘Upload and View POP’button at the upper right hand side of the screen.

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Accessibility (2 of 3)

POP Upload - Through Claim Query• The user can also access the ‘Upload and

View POP’ button through the Claim Query Detail page.

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Accessibility (3 of 3)

POP Upload - Through Quicklinks• Partners and Cisco CAMs have an

additional path to locate those claims that are currently eligible for POP Upload through the Quick Links box at the bottom of the Welcome Page.

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POP Upload Page

Users will directed to this page to either view or upload POP for a specific Claim.

• Instructions for the upload process are also located at the top of this page, including the maximum allowed file storage and approved file types

• The next section contains the file labeling & browse feature to begin the upload process

• At the bottom of the page, is a file storage utilization recap and links to all previously uploaded documents for this particular claim (in this case there are no links, since this case the claims was just submitted online)

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POP Upload Instructions (1 of 8) To begin the upload process:• Step 1 - The user will first specify a document name to be assigned to this file through compiling

the ‘Document Description’ box• Step 2 - By clicking on the ‘Browse’ button, the user can then search for the file that they would

like to upload• Step 3 - Once the correct file has been selected and the file path appears in the ‘Document to

Upload’ box, the user can then click the ‘Upload the POP’ button to initiate the upload

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POP Upload Instructions (2 of 8)

• A new pop-up window will appear once the file upload process is initiated. A status bar at the bottom of this box displays the current upload progress.

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POP Upload Instructions (3 of 8)

• Once the file upload process has been completed, a confirmation message will appear in the pop-up window - if the load is successful. The message will also reflect the actual time elapsed to complete the upload. This window must be closed in order to refresh the POP upload details.

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POP Upload Instructions (3 of 8)

• Should the file exceed the maximum file storage space for this particular claim (alone or cumulatively), the following message will appear in the confirmation pop-up window – alerting the user of the problem.

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POP Upload Instructions (3 of 8)

• Should the user attempt to upload a file that is not among the approved file types, they will receive a pop-up warning containing a reminder list of these approved file types.

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POP Upload Instructions (4 of 8)

• Once the confirmation pop-up window is closed, the POP Upload page must be refreshed –before loading additional documents. The User must click the ‘Refresh Uploaded List’ button.

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POP Upload Instructions (5 of 8)

• Upon refreshing the page, the uploaded document will now appear among the POP documents that can be viewed by any user with visibility to this particular claim: TEST POP DOC 001 - .xls file. The upload recap for each document includes the file size and extension, length of upload and date/time stamp, and the ‘uploaded by’ user ID.

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POP Upload Instructions (6 of 8)

• To begin uploading the next document for the claim, repeat the same steps that were performed during the first upload.

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POP Upload Instructions (7 of 8)

• Once the upload is complete, close the confirmation pop-up window and refresh the upload detail page. The a) most recent file uploaded should now appear at the top of the document list. Inaddition, the b) size of this file will also be subtracted from the remaining storage space.

a b

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POP Upload Instructions (8 of 8)

• Additional documents can be uploaded, following the same steps as the previous documents, as long as there is still enough remaining file storage space.

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POP Upload - Tip

Uploading Large Files• When uploading large files, it is best to

create a Zip file to conserve storage space. • To create a Zip file:

– Right click using your mouse– Select the ‘New’ Option– Select the ‘Compressed (Zipped)

Folder’ option on the new menu– The user can then name the folder and

insert the desired documents

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Viewing Uploaded Documentation (1 of 2)

• Any user with visibility to a particular claim can access this page to view previously uploaded POP documents. If the claim is on Submitted Online, Pre-Audit, or Hold status, the user will also have the option to upload additional POP documents pertaining to this claim.

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Viewing Uploaded Documentation (2 of 2)

• To view a specific POP document, just click on the desired file link from the list of Uploaded Files. Clicking on a link will open the document in a separate browser window.

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Claims No Longer Eligible for POP Upload (1 of 2)

• Once a claim has either been Cancelled or placed on Claim Audited status, it is no longer eligible for POP Upload.

• Though these claims will no longer be accessible to Partners via the Quick Link for eligible claims, the ‘Upload and View POP’ button will still be visible on the regular Claim Query Detail page.

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Claim No Longer Eligible for POP Upload (2 of 2)

• If the user clicks the Upload and View POP button on an ineligible claim, they will receive a noteon the POP Upload page specifying that this claim is no longer eligible for upload.

• However, the POP documents previously uploaded for this claim will still be accessible via the file links below.