Organization Select Form Help

The "Organization Select Form" permits you to refine your selection of the target area to perform your task. This function is consistant with all tasks you perform in the application.  The choices will depend on your login level. If there is only one choice in a level the application will bypass this function and go directly to that level. Function description.

• Organization levels
• User access level
• Selection procedure
• The "Set Pick" button
• The "Clear Pick" button
• The "Cancel" button
• Incident Records
• Summary Reports
• Sample Organization Select form in HTML format 

Enterprise Levels: Site - Master Group - Employer Group

Site - Reserved for large institutions
  Master Group - For large organizations of businesses 
    Employer Group - For Employers  with multiple companies/Tax IDs
 

Application Levels: Employers – Locations - Departments -

Employer - The standard account level description
  Location(s) - physical addresses of operations
    Department(s) - within a location

User Access Levels

Users are assigned access within the hierarchy.

A user with Department level access can access records and information related to a specific department only.

A user with Location level access can access records and information for all departments within the location, but not for other locations.

A user with Employer level access can access all records and information for all locations and departments.

Selection Procedure

If you choose the default "green text" value and click on "Next", you will include all levels at and below your login "Top Level".

• Select the level
• Next
• Select the next level choice if prompted
• Next

Set Pick

If you want to continue working on a level below your "Login" level you can "Set" the Pick Level. This will cause the next tasks to begin at that level automatically.

You can reset the "Pick Level" at any time by clicking on "Cancel" and using the "Reset Pick" button on the User Summary page (Home).

Clear Pick

If you pushed the Set Pick button and change your mind, use the "Clear Pick" button before clicking on the "Next" button.

Cancel

If you pushed the "Cancel" button you will be returned to the User Summary page (Home).

Incident Reports

No information about an incident can be entered unless the location and department where the incident occurred is first selected.

Summary Reports

It is not required to select a location or department when preparing Summary or Data Manager Reports.

In fact, you are narrowing the scope of the report to that location or department if you make a selection.

So if you want "ALL data" for "all levels" in the report simply click on the "Next" button to include all levels in your reports.