Initial account activation Help

Before using FirstReport Online for the first time, you must activate your account by entering some basic information about your organization into the application. This topic will explain how to activate your account.

Initial account activation involves 6 steps:

• Login for the first time
• Create an employer
• Create a location
• Create a department
• Create an administrator's user account
• Print and save a New Account Summary document

Initial Activation - Login:

You will be given a temporary User ID and Password to login to the application for the initial activation. This is the only time you will use the temporary ID and Password.

Initial Activation - Create an Employer:

You will begin by adding employer profile information. The text at the top of the screen, just below the logo, specifies what information is needed in each field you select. Enter appropriate information into each field. Fields bordered in red are required. Everything you enter here can be edited later. Non-required fields left blank may be completed later. Click the “Next” button to continue.

Initial Activation - Create A Location:

You must create one location within the employer before proceeding. FirstReport Online will create a separate OSHA Log for each location you create. You will be able to add additional locations later. Fields bordered in red are required. Everything you enter here can be edited later. Non-required fields left blank may be completed later. Click the “Next” button to continue.

Initial Activation - Create A Department:

You must create one department within the location before proceeding. If you are not sure which department to enter, we suggest that you start with “Operations”. You can always edit it later. You will also be able to add additional departments to the location later. Fields bordered in red are required. Click the “Next” button to continue.

Initial Activation – Create an administrative user account:

You must create an administrative user before proceeding. The administrator will automatically have the highest level security setting (administrative). The administrator's UserID and Password will be automatically assigned.

Once the entire activation process has been completed, you must login again using the assigned User ID and Password. You will then be able to add additional users with UserIDs and Passwords that you select. You will also be able to edit any of the profiles you have created and to add new locations and departments.

It is extremely important that you make a record of the assigned UserID and Password, because you will need them to login to your account. FirstReport Online will automatically generate a New Account Summary document that will contain your login information. When you create your account, a link to the New Account Summary in PDF format will appear on the screen (highlighted in red). We strongly recommend that you save the PDF file for your records. To save the file, right-click on the link and select "Save target as..." You may also simply click on the link to view and print the New Account Summary.

This is the only opportunity you will have to print or save the New Account Summary document, so be certain to print or save it before proceeding.

Required Fields

In order to complete the process of creating a profile for your company or business entity you will be required to provide the following minimum fields of information. Other information fields will appear on the profile forms but you may complete these at a later time. These fields are required for account administration and to support various functions of the online service. This list is not intended to indicate reporting requirements.

1. Employer/Account Name
    
2. Employer/Account Address
    
3. Employer/Account City
    
4. Employer/Account State
    
5. Employer/Account Zip
    
6. Employer/Account Phone
    
7. Admin Email
   This email address will be used to contact your company for all matters regarding your online account except billing.
    
8. Billing Email
   This email address will be used to contact your company for billing matters regarding your online account.
    
9. Location Name
    
10. Location City
     
11. Location State
     
12. Location Zip
     
13. Location Phone
     
14. Department Name
     
15. Master Administrator Name
    These are the first and last name of the individual designated as the master administrator for your account.
16. Master Administrator Phone
    This should be the direct phone number for the individual designated as the master administrator for your account.
17. Master Administrator Email
    This should be the direct email address for the individual designated as the master administrator for your account.