User Summary - Home Page Help

This page is visible when you successfully "login", when you click on the "Cancel" button while in the application or click the  "Home"  button on the top menu bar.

Functions:

• Header Bar
• Task Menu
• Context Help
• Logo
• Announcements
• Quick Access - Incidents
• Quick Access - Organization
• Events and Reminders
• Report History
• Logon Group Button
• TrainFirst  Button
• Summary Button
• Organization Level Summary
• Information Summary
• Report History
• Reset Pick Button
• Screen Capture -
• Video tour of the User Summary Page -

Header Bar 

Security Log-out  30:00 - Your login session can continue indefinitely as long as the Log-out timer is refreshed. It counts down for 30 minutes and is always visible to you. If you have not selected [Save] or performed a task in 30 minutes your session will be terminated with generated reports discarded and you must log in again.

The Form Assistant, if checked, opens when you begin to create or edit a record. It provides drop lists to quickly add or update preloaded profile data.

Show Confirmation provides popup advisories when doing tasks. Most Users do not choose to activate it.

 Security Lock-out Log Back In....  - There are 5 selected forms of greater length in the application that will give this message in the task menu area.  When this occurs you have the option of logging back in without losing the data you have not yet saved.  Simply re-enter your UserID and Password in the fields provided and select  Save  at the bottom of the form.

Task Menu

Incidents -  Select this task button to Create a new incident record or Edit an existing one. If you know the FROL ID number of an existing one you may enter it in the [go to] field to quickly access the record, its notes or its root cause report.

Reports -  Select this task button to begin the process of generating OSHA logs, 300As or Summary management reports.

Manage -  Select this task button to Use the Setup Menu for Account profiles. The account Manage and Data Manager are higher level utilities to manage and export your data.

Help - Select this task button to select Page Help, Knowledge Base or Support ticket. With each choice a new window will open to the FROL Knowledgebase. From there you can search for extensive help articles, create support tickets or use the Live Chat during business hours.

Home - Select this task button anytime you are anywhere in the application and you will be returned to this, User Summary page, with the timer reset to 30 minutes.

Exit - Select this task button to log out of your session and leave the application.  You will then see the login page.

Context Help

General context messages - View the context sensitive help here below the task menu buttons. It may show general information about the current page or specific details concerning a form field input box where your cursor resides.

 Mouse-Over Messages  - View the context sensitive help here below the task menu buttons. The text will appear as white font on a blue background when you "mouse-over" a  blue button  or a  blue field  name.

Logo

The logo on the Home Page shows either the FirstRecords, FirstReport Online Logo or that of our Partners that also provide our services.   

Announcements

The Announcements section is automatically open for viewing at login.  It will include general operational service messages as well as critical regulatory information and new features to FROL and our other services.

The "More Details" link will open a Knowledgebase article that will have additional information as needed as well as links to prior announcements.

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Quick Access - Incidents

Will display the recent and favorite incident items. Data will be organized and displayed and allows column sorting and resizing. The section will also include several menu buttons that will allow the user to perform various actions with items selected from the list.

Incident Menu Buttons and actions
Favorites

• "Add To Favorites"
• "Remove From List"
• Manage
  * "Notes"
  * "Track Costs"
  * "Analyze"
• Report
  "Incident"
  "Incident Export"
  "Osha 301"
  "CP Analysis"
  "Cost Details"
  "Cost Export"
• Edit
  "Record"

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Quick Access - Organization

Will display the recent and favorite organization items. Data will be organized and displayed with column sorting and resizing. The section will also include several menu buttons that will allow the user to perform various actions with items selected from the list. The users logon level and current pick level will be automatically added to the organization Favorites list and cannot be removed by the user.

Organization Menu Buttons and actions:
Favorites

• "Add To Favorites"
• "Remove From List"

• "Set Pick Level"
• "Create User"
• "Edit User"
• "Edit Lost Time"
• "Open Summary Reports"
• "Open Osha Reports"
• Open Account Manager"
• "Open Data Manager"
• "Open Setup"

• "Level Summary"
• "Incident Summary"
• "Organization Report"
• "User Report"

• "Profile"

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Events and Reminders

Items in the Events and Reminders list are tied to the organization level not to a specific user. All users with access to a given organization level will see their events and reminders as well as those generated by all other users. Another fundamental difference is that while the Incidents and Organization lists only track the target of an activity, the the Events and Reminders list tracks the target and the activity. Also, as described below, the Events and Reminders list only tracks incident related activities.

The current Event tracking system records a wide variety of system events as they occur.
For the initial release of the new Home page the only events that will be displayed to the user will be the
Basic [Create, Update] and Extended [Hide/Delete, Transmit] incident events. This section will also display a list of upcoming, current and past due reminder items. Reminder items follow the default schedule of the current notification system (7 days before due, 2 days before due, the day it is due, 2 days overdue, 7 days overdue).

The Events and Reminders section includes a system for filtering events and reminders to tie the information to the users current logon/pick level. This could potentially result in "information overload" for users at a high level in the organization structure. These users will be viewing events and reminders for all levels below them which could result in a high volume of information and rapid turnover of their Events and Reminders list. In such situations, the user will be able to narrow the scope of the information being displayed by setting their logon/pick level lower in the organization structure. This will reduce the amount of information flowing into the list on their Home Page making the tracking of system activities more meaningful.

Events and Reminders Menu Buttons and actions
Favorites

• "Add To Recents" - this will add the related incident to the Quick Access Incidents list as a recent item
• "Add To Favorites" - this will add the related incident to the Quick Access Incidents list as a favorite item

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Report History

In each login session you may generate reports from your incident data in a variety of file formats.  These reports are stored here during your session but will be discarded when you Exit. Be sure to save any reports you want to your computer before exiting.

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Logon Group Button

Select a Logon Group from the drop-down list, then click on this button to transfer your login position to the selected group. You can transfer back the original login any time. If you do not see this function then you have no Logon Groups assigned to you.

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TrainFirst  Button

Users with permissions will see this button. It is used to link automatically to secure training courses and FirstRePortal.

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Summary Button

The Summary button takes you to a new sub-page that displays the Organization Summary, the Information Summary and Report History as in previous versions. (see below)

Summary Page - Organization Level Summary

Account Access Levels - The application supports up to six levels of an organization. Most often accounts are set up at the Employer level with Locations and Departments below. Some accounts have operations with multiple corporate entities. These are Employer Groups. Some accounts are TPAs or Administrators of associations or groups. These are Master Groups.  "Not Available" is displayed on higher levels if you do not use this service.
 
User Login  - This column indicates the level that the User is assigned. The User has access to data in that level and all levels below.

Pick Setting - This column indicates the [ << Pick Level ] that the User has selected. The default Pick Level equals the User Login Level until the User selects a lower one. Pick levels are selected on other pages in the application, usually when using the Organization Selection Form.
 
 Level - Titles FROL uses to refer to each level.

Summary Page - Information Summary

Displays a quick view of incident record quantities currently recorded. The quantities are refreshed each time this page is displayed. The quantities "roll up" to the [ << Pick Level ] . "Hidden" data is included in the quantities. So if you have hidden a location, these numbers are included.

Summary Page - Report History

In each login session you may generate reports from your incident data in a variety of file formats.  These reports are stored here during your session but will be discarded when you Exit. Be sure to save any reports you want to your computer before exiting.

 Reset Pick  Button

Click to reset your current [ << Pick Level ] to your top level. View your position in the Organization Level Summary if you are unsure of your pick level.

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