Organization Select Form in Depth

The Organization Select Form is what allows users to access the system at higher levels in the data structure and still work with data at the lower levels. The operation of the Organization Select Form changes to match the function you are currently performing. In some situations the Organization Select Form is used to specify where a new data record is to be created. In other situations it is used to limit the number of data records you work with.

The Organization Select Form is where you select a level within the FirstReport Online data hierarchy at which you would like to perform a function. The FirstReport Online data structure is based on a 6 level data hierarchy. Depending on the function you are performing, selection of different levels may be required or may be optional. Because you may login at the top of your specific data hierarchy, the Organization Select Form allows you to "pick" a lower level at which to work and to make this your default level.

Content

• Organization Hierarchy
• Required vs. Optional Selections
• Pick Level
   

Organization Hierarchy

The FirstReport Online data structure is based on a 6 level data hierarchy. The lowest level is the department level which is the most basic fixed point of reference because the department level is where each individual incident record is created. Departments are organized under Locations which are defined by OSHA reporting requirements as well as physical location. Locations are organized under Employers which are also defined by OSHA reporting requirements and which typically have a unique FEIN. The three top levels are used to provide grouping capabilities above the individual Employer level.

Individual FirstReport Online accounts can exist anywhere in the data hierarchy from the Employer level up. Some clients may establish accounts with FirstReport Online at the employer level, in which case the upper levels of the hierarchy are used only by FirstReport Online to manage their account. Other clients may wish to manage several corporate entities each with a unique FEIN. These accounts can be established at the Employer Group Level and again the upper level are used only by FirstReport Online. Still other accounts may be established at the top level which allows other organizations to provide the FirstReport Online service to their clients.

Because individual accounts can exist at various levels within the data hierarchy it is nominally divided into two groups which describe the basic utilization of the hierarchy.

Enterprise Levels
Site - Master Group - Employer Group

• Site - Reserved for large institutions.
• Master Group - For large holding companies, TPAs, etc.
• Employer Group - For Employers with multiple Tax IDs.
   

Application Levels
Employers – Locations - Departments

• Employer - the highest level in OSHA & WC reports.
• Location (s) - physical addresses of operations.
• Department (s) - within a location, required for OSHA.
   

Required vs. Optional Selections

Because the Organization Select Form is utilized in all of the various functions provided by the FirstReport Online application, the operation of the form must be revised to match the function to be performed. Even though the form looks exactly the same in all functions, it will behave differently in that in some instances you are required to make a selection and in other instances making a selection is optional.

Create New Incident - a selection at all organization levels is required.

Edit Existing Incident - a selection at the site, master group and employer group levels is required. All other lower levels are optional. Selecting one of the optional levels will limit the number of incident records which appear in the incident selection list.

OSHA Log - a selection at the site, master group and employer group levels is required. All other lower levels are optional. Selecting one of the optional levels will generate a report based on all incident records under the selected level.

Setup Menu - The required/optional levels are dependent on the setup profile you access as follows:

• Employer - all levels down to the Employer level are required.
• Location - all levels down to the Location level are required.
• Department - all levels down to the Department level are required.
• Employee - employee profiles are created in specific departments, therefore, all levels down to the Department level are required.
• Hospital - hospital profiles can be created at the employer, location or department level, therefore, selection of these levels is optional.
• Physician - physician profiles can be created at the employer, location or department level, therefore, selection of these levels is optional.
• Carrier - carrier profiles can be created at the employer, location or department level, therefore, selection of these levels is optional.
• Claim Administrator - claim administrator can be created at the employer, location or department level, therefore, selection of these levels is optional.
• Users - users can be created at any organization level, therefore, selection of all levels is optional.
• OSHA 300A Employment Info - all levels down to the Employer level are required. Selection of a Location is optional.

Summary Reports - a selection at the site, master group and employer group levels is required. All other lower levels are optional. Selecting one of the optional levels will generate a report based on incident records under the selected level.

Data Manager - a selection at the site, master group and employer group levels is required. All other lower levels are optional. Selecting one of the optional levels will limit the records selected to those created under the selected level.

Account Manager - selection at all organization levels is optional. Selecting one of the optional levels will limit the records selected to those created under the selected level.

Pick Level

Because the FirstReport Online application allows users to be created at the highest levels of each individual account, the "Pick Level" feature was added to allow users to select a lower level within the data hierarchy and temporarily make that level their default work level. For example, a company administrator may log into the system at the Employer level but may need to work with incident records within a single department. Rather than having to continually select the lower level location and department each time a new operation is initiated, they can simply select the lower level from the organization selection lists and set this level as their pick level. From this point on, the application will behave as if the user had logged on directly to the selected "pick" level. In this manner you could "pick" a particular department and then create a series of new incident records without ever having to go through the Organization Selection Form.

When you choose a pick level it will remain in effect until you click on the [Cancel] button on any of the application screens. This will return you to your User Summary page. There is a [Reset Pick] button at the bottom of this page. When you click this button your default organization level is restored to your login level.
The following additional help topics are available which provide specific details about using the Organization Select Form to select a pick level:
 

Set Pick

The [Set Pick] button on the Organization Select Form is used to mark a particular organization level as the default "Pick" level. To set the pick level, choose from the available selection lists until the organization level you wish to set as your pick is displayed. Then click on the [Set Pick] button. This will mark that level as the desired pick level. To confirm your pick, the name will appear above the [Set Pick] button. Once you mark a level as your pick level, you can continue to select additional lower levels from the Organization Select Form if available and as required.

Once you mark a level to be your pick level you must complete the organization selection process and move to the next screen in the application in order for your pick setting to become active.

When you choose a pick level it will remain active until you click on the [Cancel] button on any of the application screens. This will return you to your User Summary page. There is a [Reset Pick] button at the bottom of this page. When you click this button your default organization level is restored to your login level.

Clear Pick

The [Clear Pick] button on the Organization Select Form is used to unmark a level that was previously selected to be your pick level. This button allows you to clear the current selection and choose a new pick level.

The [Clear Pick] button does not reset the pick level currently active in the application. To reset an active pick level, click on the [Cancel] button on any of the application screens. This will return you to your User Summary page. There is a [Reset Pick] button at the bottom of this page. When you click this button your default organization level is restored to your login level.