Account Summary Page Help

The Account Selection Form contains a listing of all the Employers and/or Locations that match your search criteria.

You can select a specific employer or location in your account. Once you make a selection  you can can generate reports, export data, set the Pick level, or proceed to the profile for editing or viewing.

Functions:

• Select Employer or Location
•   Get Record   Button
•   Set Pick   Button
•   Report/Export    Button
• Organization Report / Export
• User Report / Export
•   Summary   Button
• Sample Account Selection Form in HTML format 

Employers/Locations

Items in the list with the Employer Name in boldface and no Location Name represent employer profiles. Items in the list with the Employer Name in italics and the Location Name in boldface represent location profiles. This convention allows you to distinguish between different profile types when you have chosen to include both type in the list together.

The selection list will always include account profiles that are marked as hidden or deleted. Items that are marked as hidden will appear in gray and items that are marked as deleted will appear in red.

  Get Record   Button

To retrieve the setup profile for an item in the selection list, click on the selection button next to the profile name and then click on the [Get Record] button.

  Set Pick   Button

To use one of the profile items in the selection list as your pick level, click on the selection button next to the profile name and then click on the [Set Pick] button. You will be taken to the User Summary page to verify that the pick level has been correctly selected.

  Report/Export   Button

The Report/Export feature allows you to generate summary information about the layout of your organization or the users under your account. The information can be presented either as a printed, formated report or a data export file. The reports and exports provide the fields of information.

Reports can be created as:

• Adobe Acrobat files (pdf)
• Rich Text format (rtf)

Export files can be created as:

• Microsoft Excel files (xls)
• Comma Delimited flat files (csv)
• XML data files (xml).
   

Organization Report / Export

Provides basic profile information about the layout of employer, location (s) and department (s) in your account. The report/export can be generated at the employer level to include all location (s) and department (s) or at the location level to include only a single location.

• Organization Report - Choose the Acrobat or Rich Test format in the next field
• Organization Export - Choose the Excel, Comma Delimited or XML format in the next field

User Report / Export

Provides basic profile information about the users under your account and where each user logs into the system. Users grouped under the headings "All Locations / All Departments" log in at the employer level. Users grouped under a specific location heading and "All Departments" heading log in to that location. The report/export can be generated at the employer level to include all users under your account or at the location level to include users under under a single location.

  Summary   Button

To view an on screen summary of one of the profile items in the selection list, click on the selection button next to the profile name and then click on the [Summary] button. You will be taken to the Account Summary page which provides profile information about the employer and/or location.