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Horizon2 Module 1: Navigation

Written by OXCEL AI

This module will cover the introductory details on how to navigate around Horizon2 including where

to find features and menus.

By the end of this module you will be able to:

Log into Horizon2

Navigate the menu options and locate major features

Identify where to click in order to progress through an application

Save and print application

Be familiar with the different level of access

Log Issues to Horizon2 Support

Topic Summary

1.1 Logging in

1.2 Menu

1.3 Log a Support Ticket

1.1 Logging in

You will receive an email from H2 Support ([email protected]) with a link and your log in details.

Click on the link (make sure the link opens in Chrome) and the login screen displays. Enter your login details and click.

Password Reset

The first time you log in, a pop up screen will prompt youto change your password.

Every 90 days after your initial login you will be prompted to change your password. Your new password cannot be the same as your old password.

Forgot Password

There is a option available on the login screen. Click on the link, and you will receive an email from H2 Support. Use this email link to reset your password.

1.2 Menu

On the left hand side of the screen there is a navigation menu containing:

Home

Dashboard

Applications

Leads

Insurance

Referrer

Reports

Documents

Settings

What is seen in the menu is determined by your access level. You can expand on these menus by clicking the down arrow, to close the menu click the up arrow. Items within this menu will be looked at in depth throughout other modules.You will also have Other tools in the menu. They are:

Quicklinks

Calculators

Glass’s Search

1.3 Log a Support Ticket

When you have any issues with Horizon2 and need assistance you can Log a Support Ticket. This functionality can be found in two locations:

1. The Login Screen

2. Top of the page in the User Menu

To raise your issue click Log a Support Ticket. A new screen will open. This screen captures:

Main Issue* (select from drop down box)

Sub Issue* (select from drop down box)

Date

Issue Number* (this field will prepopulate)

Company*

Region*

First Name*

Last Name*

Application Number* (will populate if you Log an Issue from within an application, can write N/A)

Email Address*

Mobile Number*

Phone Number

Write a comment

Attach supporting documents here

Once you have completed the fields click . You will then get a message informing you your issue has been submitted, click .

You will then be sent an email from H2 Support with the issue you have logged. This email will also be sent to the Horizon2 Support Team. Someone from that team will be in touch shortly after receiving this email

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