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Ernst & Young (EY) FAQs

Ernst & Young (EY)'s Frequently Asked Questions page is a central hub where its customers can always go to with their most common questions. These are the 168 most popular questions Ernst & Young (EY) receives.

Frequently Asked Questions About Ernst & Young (EY)

  • Question: What are the rules for creating a password in EY Smart Factory?

    Answer: The rules are as follows:

    Minimum of 10 characters

    Maximum of 20 characters

    At least one uppercase letter

    At least one special character

    At least one number

    If you still need further assistance, please contact the EY Catalyst support team at [email protected]

    View Article
  • This article pertains to the EY Catalyst Smart Daily Management.

    Note: The My Tasks dashboard, like other Smart Factory dashboards, is highly configurable, and is configured to consolidate the top KPI’s the user is associated with in a tabular format.

    In the Plan for the Day bottom section, detailed information on the day’s plan will be displayed.

    To add Action items:

    Click the +Action.

    The Action Items XXXXX dialog box opens:

    Edit the data values and dates as required.

    Click Save Changes to save any changes made.

    Click Close.

    In the Plan for the Day bottom section; navigate to the Control bar:

    If you want to make page changes.

    If you want to change rows.

    If you want to navigate through data not available in the initial view.

    In the Follow-Up Items Long Term Plan section, detailed information on the open follow up items will be displayed.

    To complete/delete individual Action Items:

    Click the Complete button to complete an Action Item.

    Otherwise click Delete to delete an Action Item.

    To edit individual Action Items:

    Click on the individual Action Items in the first column of this section; the Action Items XXXXX dialog box opens:

    You may edit the data values and the dates.

    Click Save Changes to save any changes made.

    Click Close or Complete to close the dialog box.

    In the bottom of the Follow-Up Items Long Term Plan frame section, navigate to the Control bar:

    If you want to make page changes.

    If you want to change rows.

    If you want to navigate through data that may not be available in the initial view.

    In the CL Task List and CIL Task List sections, detailed information on the open CL and CIL tasks items will be displayed.

    To add New Defects information:

    Click the + Defects.

    The Defects dialog box opens:

    Edit the data values and the dates as required.

    Click Save Changes to save any changes made.

    Click Close or Complete to close the dialog box.

    To add video or still photographs:

    Click the + Defects.

    The Defects dialog box opens:

    In the Media section locate media by clicking the relevant Media.

    Click Browse to locate the relevant media files.

    Next click Save Changes to add the defect information.

    Click Close.

    The details of each CL are shown in each row of the CL Task List and CIL Task List.

    To complete or disable CL and CIL tasks:

    Click the Complete button to complete a task.

    Otherwise click Disable to disable a task.

    Each CL and CIL has a Defect Reference button located between the Complete and Disable buttons that will quickly open the defect information corresponding to the selected CL Task.

    Current and new numeric values for each CL Task can be entered in the appropriate fields shown.

    To view media (pictures, video, etc.) that have been added:

    Click on the relevant CL and CIL task row it has been added to.

    It will enlarge when clicked.

    To edit a task:

    Click the task number in each open row.

    A corresponding task-specific dialog box will open:

    Edit the CL task.

    To add additional CL Task Defect information:

    Click the + Defects.

    Make the necessary changes.

    Click End to close the dialog box.

    In the bottom of the CL Task List and CIL Task List sections, navigate to the Control bar:

    If you want to make page changes.

    If you want to change rows.

    If you want to navigate through data not available in the initial view.

    In the Current Defects section, detailed information on open defects will be displayed.

    To change the defect list status grouping, click the Status drop-down menu.

    To add a new defect:

    Click the +Defect button.

    The Defect dialog box opens.

    Click the No column to open the corresponding defects dialog box.

    Click the Generate CSV button.

    The data will open in a new screen in .csv format that can be pasted into Microsoft Excel.

    View Article
  • This article pertains to the Windows PC Reader.

    Note: The online/offline feature allows downloaded Pathway content to be accessible even when the PC Reader is disconnected from a network connection.

    Log in to the PC Reader.

    The Online/Offline icon (located at the top of the screen) will display as online (icon will be white).

    Navigate to the relevant Product tab.

    Navigate to the relevant Pathway(s).

    Download the Pathway(s).

    Once the PC Reader is disconnected from a network connection, the Online/Offline icon will display in its offline state (icon will be red).

    All downloaded Pathway content will still be accessible.

    View Article
  • Question: How do I submit a request for EY Catalyst technical and content related support?

    Answer: All support and product enhancement requests for EY Catalyst products (content and technology) needs to be submitted to the EY Catalyst support ticketing system. This will assist ensure all EY Catalyst support requests are managed in a uniform manner and progress can be tracked.

    There are several ways to submit a request to the EY Catalyst support ticketing system.

    All support requests sent to <a rel="noopener,nofollow" target="_blank" href="mailto:[email protected]">[email protected]</a> or <a rel="noopener,nofollow" target="_blank" href="mailto:[email protected]">[email protected]</a> will generate a support ticket request.

    Alternatively, follow the url: <a rel="noopener,nofollow" target="_blank" href="https://support.catalyst.ey.com/hc/en-us">https://support.catalyst.ey.com/hc/en-us</a> to the EY Catalyst Knowledge centre.Click the Submit a request link (located top right) to detail the support request in the forms provided; this will generate a support ticket request.

    You may also click on the support widget (yellow Support button located bottom right of each EY Catalyst application screen). If you require additional support, click on the Leave us a Message button; and this will generate a support ticket request.

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  • This article pertains to Catalyst Smart Daily Management.

    Note: Defect Handling dashboards are used to help improve efficiency, accuracy, compliance, recording and quality of execution of defects.

    In-depth defect information can be found by “mousing over” the various points on the screen objects and charts.

    To view in-depth defect information:

    Click an underlined Defect label from the center sections of the dashboard.

    The Defect Details dialog box will open; detailing information on all associated defects.

    Click an underlined entry from the Defects column

    The Defect dialog box will open.

    Edit the data values and dates as required.

    Click Save Changes to save any changes made.

    Click Close or Complete to close the dialog box.

    To add video or still photographs:

    Click the + Defects

    The Defects dialog box opens:

    In the Media section locate media by clicking the relevant Media

    Click Browse to locate the relevant media files.

    Next click Save Changes to add the defect information

    Click Close.

    In the Action List section (located upper right), detailed information on the time frame and topic’s action items will be displayed.

    To add Action items:

    Click the +Action

    The Action Items XXXXX dialog box opens:

    Edit the data values and dates as required.

    Click Save Changes to save any changes made.

    Click Close.

    In the bottom of the Action List frame section, navigate to the Control bar:

    If you want to make page changes.

    If you want to change rows.

    If you want to navigate through data that may not be available in the initial view.

    In the Follow-Ups section (located bottom right of the screen), detailed information on the time frame and topic’s follow up items will be displayed.

    To complete/delete individual Action Items:

    Click the Complete button to complete an Action Item.

    Otherwise click Delete to delete an Action Item.

    To edit individual Action Items:

    Click on the individual Action Items in the first column of this section; the Action Items XXXXX dialog box opens:

    Edit the data values and the dates as required.

    Click Save Changes to save any changes made.

    Click Close or Complete to close the dialog box.

    In the Defects section (located bottom of the screen), detailed defect information will be displayed.

    To change the defect list status grouping, click the Status drop-down menu.

    To add new defect information:

    Click the +Defect button.

    The Defect dialog box opens.

    Edit the data values and the dates as required.

    Click Save Changes to save new defect information.

    Click Close or Complete to close the dialog box.

    To add video or still photographs:

    Click the + Defects.

    The Defects dialog box opens:

    In the Media section locate media by clicking the relevant Media.

    Click Browse to locate the relevant media files.

    Next click Save Changes to add defect information.

    Click Close.

    To edit a defect:

    Click the +Defect button.

    The Defect dialog box opens.

    Click the No column to open the corresponding defects dialog box.

    Click the Generate CSV button.

    The data will open in a new screen in csv format that can be pasted into Microsoft Excel.

    View Article
  • This article pertains to Catalyst Smart Daily Management.

    Note: CIL (Clean Inspect Lubricate) dashboards can improve efficiency, compliance &amp; quality of execution by its ability to track the details and effectiveness of CIL’s.

    In the CIL Task section, detailed information on the open CIL task items will be displayed.

    To add new defect information:

    Click the +Defect button

    The Defect dialog box opens

    Edit the data values and the dates as required.

    Click Save Changes to add the defect information.

    Click Close or Complete to close the dialog box.

    To add video or still photographs:

    Click the + Defects

    The Defects dialog box opens:

    In the Media section locate media by clicking the relevant Media

    Click Browse to locate the relevant media files.

    Next click Save Changes to add the defect information

    Click Close.

    The details of each open CIL tasks are shown in each row of the CIL Task

    To complete or disable CIL tasks:

    Click the Complete button to complete a task.

    Otherwise click Disable to disable a task.

    Each CIL has a Defect Reference button located between the Complete and Disable buttons that will quickly open the defect information corresponding to the selected CL Task.

    Current and new numeric values for each CIL Task can be entered in the appropriate fields shown.

    To view media (pictures, video, etc.) that have been added:

    Click on the relevant CIL task row it has been added to.

    It will enlarge when clicked.

    Selecting the task number in each row open a corresponding task-specific dialog will allow additional CIL task editing.

    To add additional CIL Task Defect information:

    Click the + Defects

    Make the necessary changes.

    Click End to close the dialog box.

    In the bottom of the CIL Task sections, navigate to the Control bar:

    If you want to make page changes

    If you want to change rows

    If you want to navigate through data that may not be available in the initial view.

    The details of various products CIL information are shown in each row of the CIL Definitions.

    Choose the Status drop down list to sort the Centerlines Definitions list.

    To create a new CIL entry:

    Click the +CL

    The CL dialog box opens

    Enter a new Centerline entry.

    Complete the relevant fields

    Click the +Link button to add multiple example website links.

    In the Media section locate media by clicking the relevant Media

    Click Browse to locate the relevant media files.

    Next click Save Changes to add the new information.

    Click Close.

    Each CIL shown may have several versions with the latest version displayed first.

    To view different versions of the CL:

    Click the drop down arrows of the CIL Parent ID column entries.

    To modify CIL sequencing:

    Click the + and buttons of the Sequence.

    To edit the selected CIL:

    Click to select an entry from the Type column

    The CIL dialog box opens.

    Make the necessary changes.

    Enter data in the relevant fields.

    Click the +Link button to add multiple example website links.

    In the Media section locate media by clicking the relevant Media

    Click Browse to locate the relevant media files.

    Next click Save Changes to add the new information.

    Click Close.

    In the Task History section (located at the bottom of the screen), detailed historical data on the selected CIL will be displayed.

    To view historical data:

    Click to select a CIL from the Type column

    When the Task dialog box opens, it will provide in-depth historical data on the selected CIL.

    To close the window; click the X in the upper right corner of the Task dialog box.

    Next, click the Status drop-down to change the task history list status grouping.

    Click the Generate CSV

    The data will open in a new screen in csv format that can be pasted into Microsoft Excel.

    “Mousing over” other column entries will display the CIL task description.

    View Article
  • This article pertains to Catalyst Smart Daily Management.

    Note: Whether accessed from the Module dashboard using the Run button (located upper centre of the screen) or selected underlined entries from the first column at the left of the Meeting Board section, most Topic dashboards will have similar characteristics:

    A countdown timer is displayed at the top middle of each meeting topic dashboard so how much time spent on each meeting topic can be tracked if desired. The clock color will change to red if the meeting has run over the allotted target time set for that section of the meeting.

    Navigation through each meeting topic dashboard and back to the home page is easily accomplished using the buttons at the top right and left corner of each meeting topic dashboard.

    In-depth meeting topic of discussion information can be found by “mousing over” the various points on the dashboard’s objects and charts.

    Selecting an underlined Metric label from the center sections of a topic dashboard will open featuring a view of more detailed Topic.

    To select a Topic:

    Navigate to the left of the screen and click on the relevant Metric

    Next, a dialogue box will open that provides more detailed information on the topic.

    If you do not want to make any changes, click Close.

    Alternatively, if you want to update the information, click the + Data Entry

    The Data Entry dialog box opens.

    Edit the data values and dates as required.

    Click Save Changes to save any changes made.

    Alternatively click Close if you do not want to save changes.

    In the Action List section (located upper right), detailed information on the time frame and topic’s action items will be displayed.

    To add Action items:

    Click the +Action

    The Action Items XXXXX dialog box opens:

    Edit the data values and dates as required.

    Click Save Changes to save any changes made.

    Click Close.

    In the bottom of the Action List frame section, navigate to the Control bar:

    If you want to make page changes.

    If you want to change rows.

    If you want to navigate through data that may not be available in the initial view.

    In the Follow-Ups section (located bottom right of the screen), detailed information on the time frame and topic’s follow up items will be displayed.

    To complete/delete individual Action Items:

    Click the Complete button to complete an Action Item.

    Otherwise click Delete to delete an Action Item.

    To edit individual Action Items:

    Click on the individual Action Items in the first column of this section; the Action Items XXXXX dialog box opens:

    Edit the data values and the dates as required.

    Click Save Changes to save any changes made.

    Click Close or Complete to close the dialog box.

    In the bottom of the Follow-Up Items Long Term Plan frame section, navigate to the Control bar:

    If you want to make page changes

    If you want to change rows

    If you want to navigate through data that may not be available in the initial view

    View Article
  • This article pertains to Catalyst Smart Daily Management.

    Notes: Centerlines dashboards can improve efficiency, compliance &amp; quality of execution by providing real time alerts to Operators &amp; Mechanics on CL issues where equipment is trending outside CL’s.

    In the CL Task List section, detailed information on the open CL task items will be displayed.

    To add a new defect:

    Click the +Defect button.

    The Defect dialog box opens.

    Edit the data values and the dates as required.

    Click Save Changes to add the defect information.

    Click Close or Complete to close the dialog box.

    To add video or still photographs:

    Click the + Defects.

    The Defects dialog box opens:

    In the Media section locate media by clicking the relevant Media.

    Click Browse to locate the relevant media files.

    Next click Save Changes to add the defect information.

    Click Close.

    The details of each open CL tasks are shown in each row of the CL Task

    If applicable, CL tasks can be completed and disabled using the Complete and Disable.

    To complete or disable CL and CIL tasks:

    Click the Complete button to complete a task.

    Otherwise click Disable to disable a task.

    Each CL and CIL has a Defect Reference button located between the Complete and Disable buttons that will quickly open the defect information corresponding to the selected CL Task.

    Current and new numeric values for each CL Task can be entered in the appropriate fields shown.

    To view media (pictures, video, etc.) that have been added:

    Click on the relevant CL and CIL task row it has been added to.

    It will enlarge when clicked.Selecting the task number in each row open a corresponding task-specific dialog will allow additional CL task editing.

    To add additional CL Task Defect information:

    Click the + Defects

    Make the necessary changes.

    Click End to close the dialog box.

    In the bottom of the CL Task List and CIL Task List sections, navigate to the Control bar:

    If you want to make page changes

    If you want to change rows

    If you want to navigate through data that may not be available in the initial view

    The details of various products CL information are shown in each row of the Centerlines Definitions

    Click the Status and/or Product drop down lists to sort the Centerlines Definitions list.

    To create a new Centerline entry:

    Click the +CL

    The CL dialog box opens

    Enter a new Centerline entry.

    Complete the relevant fields

    Click the +Link button to add multiple example website links.

    In the Media section locate media by clicking the relevant Media.

    Click Browse to locate the relevant media files.

    Next click Save Changes to add the new information.

    Click Close.

    Each CL shown may have several versions with the latest version displayed first.

    To view different versions of the CL:

    Click the drop down arrows of the CL Parent ID column entries.

    To modify CL sequencing:

    Click the + and buttons of the Sequence.

    To edit the selected Centreline:

    Click to select an entry in the Adjustment Name

    The CL dialog box will open

    Make the necessary changes

    Enter data in the relevant fields

    Click the +Link button to add multiple example website links.

    In the Media section locate media by clicking the relevant Media

    Click Browse to locate the relevant media files.

    Next click Save Changes to add the new information

    Click Close.

    In the Task History section (bottom), detailed historical data on the selected CL will be displayed.

    To view historical data:

    Click to select a CL from the Type column.

    When the Task dialog box opens, it will provide in-depth historical data on the selected CL.

    To close the window; click the X in the upper right corner of the Task dialog box.

    Next, click the Status drop down to change the task history list status grouping.

    Click the Generate CSV button.

    The data will open in a new screen in csv format that can be pasted into Microsoft Excel.

    “Mousing over” other column entries will display the CL task description.

    View Article
  • This article pertains to the Smart Deployment Console.

    In the Assessment List pane, double-click the assessment to open the Assessment Criteria window.

    To add a document for the whole assessment, click the Upload icon to the right of the Pathway name at the top of the window.

    To add a document for a particular assessment criterion, click the Upload icon to the right of that criterion in the table.

    The Manage Documents dialog box opens, containing three tabs the File tab, the Comment tab and the URL tab.

    To add files:

    Area - confirms the area for which this practice standard will apply.

    Title - enter a display name for the file.

    Browse click the Browse button to locate the file.

    To add comments:

    Click on the Comment tab.

    Title - enter a display name for the file.

    Comment enter a comment text in the Comment field.

    To add URLs:

    You can add URLs (Universal Resource Locators Internet or intranet links) to the Client Documents folder in the Document Tree.

    Click Save to update.

    View Article
  • This article pertains to the Smart Deployment Console.

    Important: Only if you have been granted permission by the Smart Deployment Console administrator, will you be able to access EY Catalyst training documents. These relate to the node of the Document Tree that has been selected i.e. the Pathway, Stage, Stop ‘n Think or the Implementation Action.

    Click on the Documents tab on the main navigation menu.

    Click to expand the plus sign of the Pathway you want to work with from the Document Tree pane.

    Stage Node:

    Click to select the relevant Stage that appears below the Assessment Template.

    A detailed manual for that Stage will be visible in the Documents pane.

    Stop ‘n Think Node:

    Click to expand the plus sign of the relevant Stage.

    The page icon tab in the Documents Pane will display detailed content pertaining to the selected Stop ‘n Think.

    The paper clip icon tab in the Documents Pane will list associated content such as tools, templates and other training materials.

    The question mark icon tab in the Documents Pane will display the corresponding assessment criteria.

    Implementation Action Node:

    The page icon tab in the Documents Pane will display detailed content pertaining to the selected Implementation Action

    The paper clip icon tab in the Documents Pane will list associated content such as tools, templates and other training materials

    The question mark icon tab in the Documents Pane will display the corresponding assessment criteria

    Hover your mouse towards the top end of the Documents pane. The following functions will be visible:

    Rotate clockwise click on the circular arrow icon to rotate the document.

    Download click on the arrow pointing downwards to download the document.

    Print click on the printer icon to print the document.

    Bookmark click on the bookmark icon to set a bookmark within the document.

    View Article
  • This article pertains to the Smart Deployment Console.

    Navigate to the Performance tab.

    Right-click anywhere in the KPI List pane and select Categories.

    The Performance Categories dialog box opens.

    To add a new Category, click the Plus icon at the top right of the window.

    The Add Performance Category dialog box opens.

    Area reflects the Area Tree branch.

    Default Language reflects the default language.

    Category Code Enter an abbreviated form of the code, e.g.; QM.

    Category Name Enter the full category name, e.g. Quality Management.

    Click Save to confirm.

    If there are additional languages, scroll down and select an additional language in the Language Specific Details section.

    Click Save then click Close.

    View Article
  • This article pertains to the Smart Deployment Console.

    Navigate to the Reporting tab.

    Select Practice Matrix from the drop-down list at the top right of the screen.

    Select an area or multiple areas you would like to report on from Area Tree (refer to “compare multiple areas using the practice performance matrix” on selecting multiple areas.)

    In the Pathway Picker Pane:

    Tick to select the checkbox of each Pathway you wish to include.

    Click the Plus Sign next to a Pathway name to expand the themes inside that Pathway, or click the Minus Sign to hide the themes.

    To select all Pathways, tick the Select All checkbox.

    To specify a date:

    In the Period section of the report pane, select dates for the Date From and Date To fields by clicking the Calendar button.

    [NB: At this stage, you may click the Run button at the top of the screen to generate the report. If you would like to include further options, proceed to the next steps].

    In the Assessment Type section:

    Tick the checkboxes of the Assessment Types you wish to include.

    In the Pathway Summary section:

    Select the checkbox(es) to specify whether you would like to show:

    Minimum values (displays the maturity score of the theme with the least progress per Pathway; appear light blue).

    Maximum values (displays the maturity score of the theme with the most progress per Pathway; appear dark blue).

    Average values (displays the average of all theme scores per Pathway; appear green).

    Or any combination of these.

    In the Visual Representation section:

    Select the checkbox(es) to indicate whether you would like to see:

    Only the Area (displays a summary of each area selected)

    Only the Pathway (displays a summary of each Pathway selected)

    Themes (displays a summary of each theme selected)

    If you have applied any of theadditional options, click the Run button at the top of the screen to generate the report.

    View Article
  • This article pertains to the Smart Deployment Console.

    Important: When you create a derived assessment for an area, the system automatically creates a derived assessment package. Derived assessments created for any sub-areas, together with the final derived assessment for the target area, form part of the package. The name you give a derived assessment is also the name for any other derived assessments in the package.

    In the Area Tree pane, select an area that contains derived assessments.

    Select the derived assessment you wish to delete in the Assessment List pane.

    Next, right-click the derived assessment and select Delete Derived Assessment Package.

    The Delete Derived Assessment Package Confirmation dialog box opens, confirming:

    Root Area - the original target area.

    Pathways - Pathways aggregated in the derived assessment.

    Package Owner lists the name of the creator of the derived assessment package (only the person who created a derived assessment package can delete it).

    Package Name shows the name of the derived assessment package.

    Number of assessments in package: shows the number of assessments in the package.

    Next, confirm all the information displayed before deleting it.

    If you are certain that you wish to delete the derived assessment package, click Yes.

    If you no longer wish to delete the derived assessment package, click No.

    View Article
  • This article pertains to the Smart Deployment Console.

    Select a parent area in the Area Tree that contains the areas for which you wish to generate the export.

    Click on the Admin menu at the top right of the window and select Criteria Comparison Report.

    The Criteria Comparison Report dialog box opens.

    Select the Pathway.

    Click Continue.

    Expand the Area Tree below the parent area.

    The folder of the Pathway that was selected will appear.

    Tick the checkboxes of all the assessments you would like to appear in the report

    Click Continue.

    The Criteria Comparison Report window opens:

    Tick the checkbox for each stage you would like included in the report.

    Click Export.

    Next, the report spreadsheet file will download to your device.

    You can then open it using a business application (such as Microsoft Excel)

    View Article
  • This article pertains to the Smart Deployment Console.

    Note: Assessments for all child areas that fall below the area you selected will also be included in the export.

    Ensure the Assessor tab is selected.

    Click on the Admin menu at the top right of the window and select Export Theme-Stage Scores to CSV.

    The Export Theme-Stage Scores to CSV dialog box opens.

    Click on the Assessment Date From Calendar icon to choose the start date.

    Click on the Assessment Date To Calendar icon to choose the end date.

    Next click Export

    The CSV file will download as a zipped file.

    You can then open it using a business application (such as Microsoft Excel)

    View Article
  • This article pertains to the Smart Deployment Console.

    To link an assessment:

    In the Assessment pane, select the assessment you want to link in theAssessment List pane. It is highlighted and its progress chart is displayed in the Pathway Progress Chart pane.

    Right-click anywhere in the Pathway Progress Chart pane and click Link/Unlink.

    The Assessment Picker window opens.

    Select the checkboxes for the assessments you want to link to the base assessment.

    Next, click the Update Links button.

    To unlink an assessment:

    Right-click anywhere in the Pathway Progress Chart pane and click Link/Unlink.

    In the Assessment Picker window, clear the checkboxes of the assessments you want to unlink.

    Click the Update Links button to save and apply the changes.

    View Article
  • This article pertains to the Smart Deployment Console.

    Log into the EY Catalyst Portal https://portal.catalyst.ey.com

    Select Smart Deployment Console.

    Ensure the Assessor tab is selected.

    Follow the steps outlined in "Create a new assessment."

    The Assessment Criteria window will open automatically.

    To open Assessment Criteria window manually, double-click the assessment in the Assessment List.

    Complete each of the criteria by selecting the “Yes” or “No” checkbox.

    Add PoE documents, comments and links as required.

    Click to select a different stage or theme using the Navigator on the left.

    Once complete, close the Assessment Criteria

    The assessment is automatically saved.

    View Article
  • This article pertains to the Android Reader.

    Tap the More Options icon (three vertical dots).

    Select Settings.

    To adjust font size:

    Tap the relevant font size; as represented by varying sizes of the letter “Aa”.

    The selected setting will be highlighted in yellow.

    To adjust line spacing:

    Tap the relevant line spacing; as represented by the four “horizontal lines” icon.

    The selected setting will be highlighted in yellow.

    To adjust page margins:

    Tap the relevant margin setting, as represented by the “page” icon.

    The selected setting will be highlighted in yellow.

    To adjust screen brightness:

    To adjust screenbrightness, slide your finger along the scale or tap itto reach the desiredsetting.

    To Export Bookmarks:

    Tap the Export bookmarks button.

    The Export bookmarks window will open.

    Enter the name of the bookmark you had created.

    Tap the Email button.

    View Article
  • This article pertains to the Android Reader.

    Tap the More Options (three vertical dots) icon located at the topof the screen.

    Select Language from the drop-down menu.

    The default language will display.

    To close, tap away from the window.

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  • This article pertains to the Android Reader.

    Select a Pathway.

    To access the Share Knowledge function, long-press a word or drag to highlight a group of words and select Share Knowledge from the contextual menu, or select the Share Knowledge (speech bubble) icon on the main toolbar.

    The Share Knowledge window appears.

    Start a discussion

    To start a discussion, tap the Start a discussion button.

    The Start a discussion window opens.

    Enter a title in the title field.

    Enter the discussion in the field below.

    Next, tap to select the group you would like to share this with.

    Tap to confirm the conditions of the checkbox.

    Tap Next.

    If you wish to add a document, tap the Browse to a document button. Note that you can only select files with document extensions; not image, sound or video files.

    Click Done.

    Share good work

    Tap the Share good work button.

    The Share good work window opens.

    Enter a title in the title field.

    Enter the details of the good work in the field below.

    Next tap to select the group you would like to share this with.

    Tap to confirm the conditions of the checkbox.

    Tap Next.

    If you want to take a picture, tap the Camera button otherwise tap the Picture button and navigate to a picture you want to upload.

    Once done, click Next.

    If you wish to add a document, tap the Browse to a document button.

    Next, click Done.

    Before and after pictures

    Tap the Before and after pictures button.

    The Before and after pictures window opens.

    Enter a title in the title field.

    Complete the fields below as required.

    Next tap to select the group you would like to share this with.

    Tap to confirm the conditions of the checkbox.

    Tap Next.

    In the before (left) frame and the after (right) frame: tap the Camera button to take a picture; otherwise tap the Picture button and navigate to a picture you want to upload.

    Tap Next.

    The message Your submission has been created is displayed.

    Click OK.

    View Article
  • This article pertains to the Android Reader.

    Create a Bookmark

    Open a Pathway and navigate to the section you want to bookmark.

    Long-press a word or drag to highlight a group of words you want to bookmark.

    Tap theBookmarks button that appears above the highlighted text or tap the Bookmarks icon in the main toolbar.

    Next, the Create a Bookmark window will open.

    Enter a description in the field as prompted.

    Tap Save.

    View a Bookmark

    Tap the Table of Contents (TOC) icon

    Navigate to thesectionof the TOC where the bookmark was created.

    The Bookmark icon will appear to the right of the section name.

    Tap it to view the saved Bookmark.

    You can navigate between bookmarks by tapping the left and right arrows that appear at the bottom of the Bookmarks window.

    Edit a Bookmark

    Navigate to and tap the Bookmark icon in the TOC.

    The selected Bookmark will display at the bottom of the screen.

    Tap the Edit (pencil) icon.

    Edit the Bookmark in the Bookmarks window that opens.

    Tap Save.

    Export a Bookmark

    Navigate to and tap the Bookmark icon in the TOC.

    The selected Bookmark will display at the bottom of the screen.

    Tap the Export (arrow) icon.

    In the Select export type window tap Done to accept the email export.

    Next, tap OK.

    Your bookmarks will be sent to you via email.

    Delete a Bookmark

    Navigate to and tap the Bookmark icon in the TOC.

    The Bookmark will display at the bottom of the screen.

    Tap the Delete (trashcan) icon to delete the Bookmark.

    View Article
  • This article pertains to the Android Reader.

    Note: When you open a Pathway,it will open to where you last left off.

    Select a Pathway.

    Tap the Table of Contents (bulleted list) icon located at the top of the screen.

    The Table of Contents (TOC) pane will open on the left consisting of links to the Introduction, Pathway Stages and Glossary of Terms for the selected Pathway.

    To view the Introduction:

    Tap the Introduction link in the TOC pane.

    Close the TOC pane by tapping away from it.

    Navigate by scrolling up or down.

    To view a Stage, tap the Stage link to expand it. Stop and Think’s (ST’s) and Implementation Actions (IA’s) will be displayed:

    Tap the ST or IA link that you want to access.

    The ST or IA will open and the TOC pane will close.

    Navigate by scrolling up or down through the actions or by swiping right or left to move forwards or backwards.

    To access the TOC again; tap the TOC icon; it will be open to where you last left off.

    To collapse a Stage that was expanded in the TOC, tap it again.

    To view the Glossary of Terms:

    Tap the Glossary of Terms link in the TOC pane.

    Close the TOC pane by tapping away from it.

    Navigate by scrolling up or down.

    View Article
  • This article pertains to the Android Reader.

    To navigate a Pathway:

    Swipe up or down to read the contents of a Stop and Think or Implementation Action.

    Swipe left or right yellow to navigate to other sections of the Pathway such as Stop and Thinks, Implementation Actions or Stages.

    To return to the library view, tap the Back icon located top left of the screen.

    View Article
  • This article pertains to the IOS Reader.

    Create a Bookmark

    Open a Pathway and navigate to the section you want to bookmark.

    Long-press a word or drag to highlight a group of words you want to bookmark.

    Tap theBookmarks button that appears above the highlighted text or tap the Bookmarks icon in the main toolbar.

    Next, the Create a Bookmark window will open.

    Enter a description in the field as prompted.

    Tap Save.

    View a Bookmark

    Tap the Table of Contents (TOC) icon

    Navigate to thesectionof the TOC where the bookmark was created.

    The Bookmark icon will appear to the right of the section name.

    Tap it to view the saved Bookmark.

    You can navigate between bookmarks by tapping the left and right arrows that appear at the bottom of the Bookmarks window.

    Edit a Bookmark

    Navigate to and tap the Bookmark icon in the TOC.

    The selected Bookmark will display at the bottom of the screen.

    Tap the Edit (pencil) icon.

    Edit the Bookmark in the Bookmarks window that opens.

    Tap Save.

    Export a Bookmark

    Navigate to and tap the Bookmark icon in the TOC.

    The selected Bookmark will display at the bottom of the screen.

    Tap the Export (arrow) icon.

    In the Select export type window tap Done to accept the email export.

    Next, tap OK.

    Your bookmarks will be sent to you via email.

    Delete a Bookmark

    Navigate to and tap the Bookmark icon in the TOC.

    The Bookmark will display at the bottom of the screen.

    Tap the Delete (trashcan) icon to delete the Bookmark.

    View Article
  • This article pertains to the IOS Reader.

    Select a Pathway.

    To access the Share Knowledge function, long-press a word or drag to highlight a group of words or click the Share Knowledge button (speech bubble with three dots) in the main toolbar .

    The Share Knowledge window is displayed.

    Start a discussion

    To start a discussion, tap the Start a discussion button.

    The Start a discussion window opens.

    Title - Enter a title in the title field.

    Enter the Discussion Here - Enter the details of the discussion in this field.

    Who would you like to share this with - Tap to select the group you would like to share this with.

    Tap to confirm the conditions of the checkbox.

    Tap Next.

    If you want to upload a document, tap the Browse to a document button and click Upload.

    Click Done.

    Share good work

    Tap the Share good work button.

    The Share good work window opens.

    Title - Enter a title in the title field.

    Tell us about the good work we going to see - Enter the details of the good work in this field.

    Who would you like to share this with - Tap to select the group you would like to share this with.

    Tap to confirm the conditions of the checkbox.

    Tap Next.

    If you want to take a picture, tap the Camera button otherwise tap the Picture button and navigate to a picture you wish to upload.

    Once done, click Next.

    If you wish to add a document, tap the Browse to a document button, then click Upload.

    Next, click Done.

    Before and after pictures

    Tap the Before and after pictures button.

    The Before and after pictures window opens.

    You are creating before and after pictures on - Enter Yes to confirm.

    What was the problem with the old way - Provide the details in this field.

    What is good about the new way - Provide the details in this field.

    Who would you like to share this with - Tap to select the group you would like to share this with.

    Tap to confirm the conditions of the checkbox.

    Tap Next.

    In the before (left) frame and the after (right) frame: tap the Camera button to take a picture; otherwise tap the Picture button and navigate to a picture you wish to upload.

    Once complete, tap Done.

    View Article
  • This article pertains to the Windows PC Reader.

    Click the Search (magnifying glass) icon.

    The Search pane will open to the right of the screen.

    Enter a term or phrase in the Search bar.

    Click Search.

    Use the scroll bar to navigate the search results list.

    Click the relevant search result; the search term or phrase will be highlighted in the content.

    To clear a search, click the Cancel button in the Search pane.

    To close the Search pane; click the Search icon again.

    View Article
  • This article pertains to the Reader (IOS).

    Search using the Table of Contents Pane

    Tap the Table of Contents (bulleted list) icon located top right of the screen.

    The Search Bar displays at the top of the Table of Contents (TOC) pane that opens to the left of the screen.

    Enter a word or phrase in the Search Bar.

    Next, tap the Search (or Done)key on the on-screen keyboard to start the search.

    The search results list will load in the TOC pane.

    Scroll up or down to view the search results list.

    Tap the relevant search result to view its contents; the TOC pane will close automatically.

    To view the TOC again; tap the TOC icon

    To close the entire search; click the Close (x) button.

    Search using Highlighted Text

    Long-press a word or drag to highlight a group of words you wish to search.

    The Search icon will appear above the highlighted text; tap to execute the search.

    The Search pane will appear to the left of the screen, listing the Search results.

    Tap the relevant search result to view its contents; the TOC pane will close automatically.

    Each occurrence of the search term or phrase will be highlighted in the content.

    View Article
  • This article pertains to the IOS Reader.

    Select a Pathway.

    Tap the Table of Contents (bulleted list) icon located at the top of the screen.

    The Table of Contents (TOC) pane will display on the left.

    To view the Introduction:

    Tap the Introduction link in the TOC pane.

    To hide the TOC pane, tap the Introduction link again.

    To view the TOC again, tap the TOC icon again.

    To view a Stage, tap the Stage link to expand it. Stop and Think’s (ST’s) and Implementation Actions (IA’s) will be displayed:

    Tap the ST or IA link that you need to access; the TOC will close automatically.

    To view the TOC again, tap the TOC icon.

    To collapse a Stage that was expanded, tap the Stage name again.

    To hide the TOC pane, tap away from the TOC.

    To view the Glossary of Terms:

    Tap the Glossary of Terms link in the TOC pane; the TOC will close automatically.

    View Article
  • This article pertains to the IOS Reader.

    To navigate within a Pathway:

    Swipe up or down to read the contents of a Stop and Think or Implementation Action.

    Swipe left or right yellow to navigate to other sections of the Pathway such as Stop and Thinks, Implementation Actions or Stages.

    To return to the Pathway library view, tap the Back icon located top left of the screen.

    View Article
  • This article pertains to the Windows PC Reader.

    Note: Once you log out of the Reader, your library is cleared and all downloaded Pathway books and bookmarks are removed from your device.

    To log out, click the More Options (three horizontal dots) icon located to the right.

    Click Log out.

    The Log out window appears.

    Click Yes to logout.

    Click No if you no longer want to log out.

    View Article
  • This article pertains to the Windows PC Reader.

    Click the Reading Language (world) icon.

    The default language will display inthe languagepane on the right.

    To close, click the icon again.

    View Article
  • This article pertains to the Windows PC Reader

    Select a Pathway from the Pathway library.

    Within a Pathway, select text on the page, right-click and selectShare Knowledge from the contextual menu. Alternatively, click the Notifications (bell)button in the main toolbar and then click Share Knowledge.

    Start a discussion

    To start a discussion, click the Start a discussion button.

    The Start a discussion window opens.

    Enter a title in the Title field.

    Enter the discussion in the field provided.

    Next, select the group you would like to share this with from the “Share with” drop-down menu.

    Click to confirm the conditions of the checkbox.

    Click Next.

    If you want to add a document, click the Browse to a document button and upload a document.

    Click Done.

    Share good work

    Click the Share good work button.

    The Share good work window opens.

    Enter a title in the Title field.

    Enter the details of the good work in the field provided.

    Next select the group you would like to share this with from the “Share with” drop-down menu.

    Click to confirm the conditions of the checkbox.

    Click Next.

    If you want to add a picture, click the Browse to a picture button and navigate to a picture you wish to upload.

    Once done, click Next.

    If you want to add a document, tap the Browse to a document button and navigate to the document you wish to upload.

    Next, click Done.

    Before and after pictures

    Tap the Before and after pictures button.

    The Before and after pictures window opens.

    Enter a title in the Title field.

    Complete the fields that follow as required.

    Next, select the group you would like to share this with from the “Share with” drop-down menu.

    Click to confirm the conditions of the checkbox.

    Click Next.

    In the before (left) frame and the after (right) frame: click the Before picture button and navigate to a picture you wish to upload. Do the same for the After Preview.

    Click Done.

    View Article
  • This article pertains to the Windows PC Reader.

    Note: Your bookmarks are kept in sync across your devices. In other words, a bookmark that you create on the PC Reader will also be visible in the Android or IOS version of the Reader.

    Create a Bookmark

    Select a Pathway.

    Highlight a word or phrase you want to bookmark.

    Right-click the highlighted text and select Create a bookmark. Alternatively, click the Bookmark button on the main toolbar.

    The Create a Bookmark pane will open.

    The highlighted text will appear at the top of the Bookmark pane.

    Click Create a bookmark.

    View Saved Bookmarks

    Click the Bookmark icon in the main toolbar.

    Scroll to view the list of savedBookmarks in the Bookmark pane.

    Export Bookmarks

    Click the Bookmark button on the main toolbar.

    Click Export all bookmarks via email.

    Open the email to view the exported Bookmark(s).

    Edit a Bookmark

    Once you have created a Bookmark it will appear in the Bookmark pane.

    Click the Edit (pencil) icon to update the bookmark.

    Click the Save (hard disk) icon to update the changes.

    Delete a Bookmark

    Click the Bookmark icon.

    Scroll to the bookmark in the Bookmark pane.

    Click the Delete (trashcan) icon to delete the Bookmark.

    View Article
  • This article pertains to the Windows PC Reader.

    Click the Notifications (bell) icon that appears to the right of the screen.

    All Share Knowledge activities will list in the Notifications pane and display to the right of the screen.

    View Article
  • This article pertains to the Windows PC Reader.

    To navigate within a Pathway:

    Scroll up or down to read the contents of a Pathway.

    Click the left and right yellow Arrow buttons located on the sides of the screen to navigate to the other sections of the Pathway such as Stop and Thinks, Implementation Actions or Stages.

    To return to the library view, click the Library (book) icon locatedon the upperright of the screen.

    Alternatively, use the Table of Contents to jump between stages and sections.

    View Article
  • This article pertains to the Windows PC Reader.

    Note: Once a Pathway has been downloaded; it will be accessible each time you access the system. If you choose to log out of the system, the Pathways will need to be downloaded again.

    Once you have logged in to the Reader, click the relevant Product tab.

    Next, click Pathway you want to access from the Pathway library.

    A short summary of the Pathway will display to the left of the screen, together with a Download button.

    Click Download.

    A Windows-based notification will pop-up on screen; indicating that the Pathway is downloading.

    An on-screen view of the download process will be visible in a pane to the right of the screen.

    Once the download has completed, this pane will close and another windows-based notification will display notifying you that the download process has completed.

    The Download button at the bottom of the screen will change to Read.

    Click Read.

    View Article
  • This article pertains to the Windows PC Reader.

    Click the Pathway Library (book) icon that appears in the main toolbar.

    The Pathway library will display all Pathways your organisation has subscribed to.

    View Article
  • This article pertains to the Online Learning Modules (OLMs).

    An Online Learning Module (OLM) automatically saves your responses; so progress won’t be lost if you close it before it is complete.

    You can pick up where you left off, regardless of whether you navigate out of the OLM or close the tab altogether.

    To do this, follow the steps in <a rel="noopener,nofollow" target="_blank" href="https://support.catalyst.ey.com/hc/en-us/articles/360001459909-Resume-work-on-an-Online-Learning-Module-OLM-">‘Resume Work on an Online Learning Module (OLM)’</a>

    View Article
  • This article pertains to the Online Learning Modules (OLMs).

    Note: You may be asked to think up an insight; thisisusually toward the end of the Online Learning Module (OLM) that you are working through. An insight is an observation either about yourself or the content of the OLM.

    You have the option to share aninsight or keep it private.

    You will be asked to write your insight in a field which provides two options;Continue or Share Insight.

    By clicking on the Share Insight button, your insight will be shared with other members of your Group.

    Refer to <a rel="noopener,nofollow" target="_blank" href="https://support.catalyst.ey.com/hc/en-us/articles/360001460509-Choosing-not-to-share-Online-Learning-Module-OLM-insights">‘Choosing not to share Online Learning Module (OLM) insights’ </a> if you do not want to share your insight or <a rel="noopener,nofollow" target="_blank" href="https://support.catalyst.ey.com/hc/en-us/articles/360001460549-Sharing-Online-Learning-Module-OLM-insights-previously-not-shared">‘Sharing Online Learning Modules (OLMs) previously not shared’ </a> if you want to edit or change your sharing settings.

    View Article
  • This article pertains to the Online Learning Modules (OLMs).

    Note: If you have an insight that you are not yet ready to share, you can still complete the insight option and choose not to share it with others.

    Once you have entered an insight in the field provided, two options will display; a Continue button and a Share Insight button.

    Click Continue if you would like your insight to remain private or click Share Insight if you would like to share it with your Group.

    If you choose not to share an insight, it will be greyed out and the following message will display, “This insight is currently hidden. Only you can see it.”

    Refer to <a rel="noopener,nofollow" target="_blank" href="https://support.catalyst.ey.com/hc/en-us/articles/360001460549-Sharing-Online-Learning-Module-OLM-insights-previously-not-shared">‘Sharing an Online Learning Module (OLM) insight previously not shared’</a> if you want to edit or change your sharing settings.

    View Article
  • This article pertains to the Online Learning Modules (OLMs).

    Note: If you want to share an insight that you had previously not shared, you are able to go back into the Online Learning Modules where you posted this insight.

    The insight will be greyed out and the following message will display, “This insight is currently hidden. Only you can see it.”

    Next, click the drop down arrow; if you want to edit the insight select Edit insight or to share select Share again.

    If you choose to share the insight click Share again; the box will be dark grey and the text will be visible.

    Once you have shared your insight, you can also click on the Insights tab located top left of the screen to see your insights along with the insights shared by your Group.

    View Article
  • This article pertains to the Catalyst Smart Daily Management.

    We have digitized critical daily standard work activities to ensure the cadence and quality of execution, and to better leverage the underutilized data available in the manufacturing environment. Centered on daily planning meetings, these tools deliver the standards, record the outcomes and drive the execution of critical daily standard work tasks, while maintaining employee accountability and ownership, and execution of actions.

    View Article
  • This article pertains to the Catalyst Smart Process Optimization.

    Off the shelf use cases that have been tried and tested.

    Point solutions to shopfloor challenges in specific areas such as yield, quality, maintenance and energy management.

    Practical applications of digital technologies focused on creating value today, and not in the distant future

    View Article
  • This article pertains to the Catalyst Smart Process Optimization.

    Off the shelf use cases that have been tried and tested.

    Point solutions to shopfloor challenges in specific areas such as yield, quality, maintenance and energy management.

    Practical applications of digital technologies focused on creating value today, and not in the distant future

    View Article
  • This article pertains to the Catalyst Smart Process Optimization.

    Off the shelf use cases that have been tried and tested.

    Point solutions to shopfloor challenges in specific areas such as yield, quality, maintenance and energy management.

    Practical applications of digital technologies focused on creating value today, and not in the distant future

    View Article
  • This article pertains to the EY Catalyst Portal.

    Once your account has been created, you will receive a “Welcome email.”

    Click on EY Catalyst Portal activation link in the “Welcome email.”

    The EY Catalyst Sign In screen opens; complete:

    Email Address enter your organisational email address.

    New Password enter a 12 character alpha-numeric password (must contain both characters, letters and numbers).

    Confirm New Password Enter the new password again to confirm it.

    Next, click Activate.

    The Profile Information screen appears next; complete the following fields:

    Job Title enter your current job title.

    Implementation Role tick to select an appropriate implementation role.

    Click Save to update your details.

    The EY Catalyst Portal screen will appear next.

    To launch an application; click on the yellow button of the application card.

    An email will also be received from <a rel="noopener,nofollow" target="_blank" href="mailto:[email protected]">[email protected]</a> confirming your login details.

    View Article
  • This article pertains to the EY Catalyst Portal.

    Log into the EY Catalyst Portal <a rel="noopener,nofollow" target="_blank" href="https://portal.catalyst-ey.com/">https://portal.catalyst.ey.com</a>

    Enter your username.

    Click Next.

    Above the password field click Forgot Password.

    A message will display requesting you to enter your email address.

    Once you have entered your email, click Reset Password.

    Click on the link provided in theemail entitled Password Change Request.

    The Change Your Password screen appears.

    New password enter your new password.

    Confirm new password - enter your new password again.

    Next, click the Reset Password button to confirm.

    Once successfully logged in; you will be granted access to the EY Catalyst Portal.

    View Article
  • This article pertains to the EY Catalyst Portal.

    Log into the EY Catalyst Portal <a rel="noopener,nofollow" target="_blank" href="https://portal.catalyst-ey.com/">https://portal.catalyst.ey.com</a>

    Click on the “Three Line” menu icon that appears top right of the screen, and select View Profile.

    The Profile information screen appears.

    First Name enter your first name.

    Last Name enter your surname.

    Company, Operation and Email address each have a “lock sign” indicating that these fields are updated automatically.

    Job Title - enter your job title, e.g. Plant Manager or IT Administrator.

    Preferred Language Click on the drop down menu and select your preferred language.

    Implementation Role Tick to select your relevant system role.

    Next, click the Save button to update changes.

    View Article
  • This article pertains to the EY Catalyst Client Admin Console.

    Important: If you delete an Area Category, it will be removed from all Areas that had it listed.

    Navigate to the Area Categories tab.

    Click to select the Area Category you wish to delete.

    Click the Options button at the top of the screen and select Delete Area Category.

    A Warning dialog box opens:

    If you are certain that you want to delete the category, click Delete.

    If you decide not delete the category, click Cancel.

    View Article
  • This article pertains to the EY Catalyst Client Admin Console.

    Navigate to the Area Categories tab.

    Click the Area Category you wish to reorder and drag it into the new position.

    The reorder will be saved automatically.

    View Article

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