Account Manager Search Form Help

The Account Manager Search Form helps you manage your account organizational profiles. You can search for specific employers, locations and users within your account. Once you locate the employer, location or user of your choice, you can then proceed to edit the profile information or set the organization level as your pick level.

You can reach this form by selecting [Manage] from the Task Menu.  Depending on the level where you log in to the system or where you have your current pick level set, you may go to the Organization Select Form prior to the Account Manager Search Form.
 

Functions:

• Permissions
• Search For Employers/Locations
• Search Criteria
• Search by FROL ID
• Search for User by UserID
• Sample Account Manager Search Form in HTML format 

Permissions

• The Account Manager function is only available to users that login to the system at or above the employer level.
• The Account Manager function will not be available when your pick level is below the employer level.

Search For Employers/Locations

The Account manager allows you to create a list of account profiles that consists of

• Employer profiles
• Location profiles
• Both.

If you know what type of account profile you are searching for then select either Employers or Locations. If you unsure whether the desired profile is for an employer or a location select Employers and Locations. If you select Employers and Locations, the profile selection list will include both types.
 

Search Criteria

You can search for account profiles using the following data fields:

• Name
• City
• State
• Postal Code
• Phone
• Identification Code
• FROL Key Value

All of the searches except the FROL Key Value are text based searches and support partial search criteria. Partial searches mean that you don't have to type in the entire search string. For example, if you enter "A" as your name search criteria you will search for all profiles where the name begins with the letter "A". If you enter "An" as the search criteria, you will find Anderson and Andrews but not Ackerman.

The remaining fields work the same way. If you enter "3" in the first phone field you will find all profiles with phone numbers that begin with three. If you enter "3" in the first phone field and "2" in the second field the search would find 333-222-1111 but not 333-444-1111. In this manner you could enter three numbers in the first phone field and leave the other two phone fields blank to search by area code.

The Identification Code is a user defined ID code. This code value is displayed at the bottom of the employer or location profile form. This search criteria allows partial searches on up to 25 characters.

The FROL Key Value is the unique identifier assigned to each organization level by the FirstReport Online application. This value is displayed at the top of the profile form under the setup function. This search will only work for exact matches on employer key values (10 characters long) or location key values (13 characters long). If you enter a key value, all other search criteria is ignored.

Search by FROL ID 

You can retrieve account summary information for an incident record by searching for the FROL ID number. The FROL ID number appears on the incident record selection list under the Edit function on the menu bar. The FROL ID is also included as the default column 6 topic on Summary Reports under the [Reports] or [Manage] [Data]  functions on the menu bar.

When you search by FROL ID number you do not retrieve the actual incident record, rather you are presented with a summary page which provides profile information about the employer, location and department in which the incident was created.

The FROL ID search is an exact match search. You must provide the exact 7 digit FROL ID number in order for the search to succeed. Partial FROL ID numbers are not accepted.

The FROL ID search functions independent of your current pick level. You will be able to retrieve the account summary for any incident that you have data access rights regardless of your current pick level.

Search for UserID 

You can retrieve account information for a particular user by searching for the UserID.

When you search by UserID you are presented with a summary page which provides profile information about the user. Depending on where the user logs into the system you may also see profile information about the user's employer, location and department. You can also go directly to the user's setup profile from the summary page. For more information on the summary information, click on the Help button on the User Profile Summary Page.

The UserID search is an exact match search. You must provide the exact userID (6 to 50 characters) in order for the search to succeed. Partial UserID's are not accepted.