Setup Select Form Help

The setup menu is used to create or edit basic demographic information that you will use when creating incident reports. Some of the demographic profiles serve a dual purpose. In addition to providing information for the incident reports, these "account profiles" are also used to manage your FirstReport Online account.

Once the information is entered in the setup screens, you will not need to type it again. Using the Form Assistant      you will be able to point and click to enter this information into your incident reports.

The setup menu is also a point where you may go to enter your OSHA 300A Employment Information and "Build" User Defined Pick lists for 3 fields in the incident forms.

Functions:

• Organization Select Form
• Profile Selection
• Edit - New
• Build Selection Lists
• Show Hidden/Deleted Records
• Sample Setup Select Form
   

Organization Select Form  

THE Organization Select Form allows choose within FirstReport Online data hierarchy at which perform desired management function. By selecting level you limit overall set of incident records those created under selected level. For example, to place hospital or physician profiles association with a particular location, that location in the organization select form when prompted.
Select the Organization Level associated with the profile you are creating or editing.  If Profiles are created at the Employer Level they will be visible by all locations, even if the user only has permissions at the location level. You may have "Default" values at the Employer Level that are overridden by creating profiles at the Location Level. Example: the company may have a carrier for Workers Comp in all but 2 state locations that are monopolistic.

Profile Selection

WITH at By you or with a the process, can create edit one time. default, setup menu opens employee profile pre-selected.
After you have selected the profile you wish to work with, use the [Next] button to continue the process. Depending on the level where you log in to the system or where you have your current pick level set and the type of setup profile you have chosen, you will go to the Organization Select Form after the setup select form.

Profile Forms

The information for each type of profile is presented on individual profile forms. The same form is used whether you are editing an existing profile or creating a new one. The only difference is that the Delete button is not visible when creating the New profile.

The following help topics are available which provide specific details about each type of profile form: 

  Displays a sample form

Employer Profile
Location Profile
Department Profile
Employee Profile
Hospital Profile
Physician Profile
Carrier Profile
Claim Administrator Profile
User Profile

Edit - New

There are two columns of selection radio buttons running down the right side of the setup select form. One column is labeled New and the other is labeled Edit. Each row of buttons corresponds to a type of profile.

Depending on the level where you log in to the system or where you have your current pick level set, some of the selection buttons may be disabled. For example if you log in to the system at the department level, then the department New button, location New and Edit buttons and employer New and Edit buttons will be disabled because you do not have the authority to perform these functions. Similarly if you log on to the system at the employer level but have your pick level set to the department level, the same buttons will be disabled. You can restore the disabled buttons by resetting your pick level.

To edit a profile, click on the selection button under the Edit heading that corresponds to the type of profile you wish to edit, then click on the [Next] button.

To create a new profile, click on the selection button under the New heading that corresponds to the type of profile you wish to edit, then click on the [Next] button.

Depending on the level where you log in to the system or where you have your current pick level set and the type of setup profile you have chosen, you may go to the Organization Select Form after you click on the [Next] button.
 

Build Selection Lists  

The employer can build "Drop-down" pick lists and change the field description for three fields on the Incident Report Form. These lists can only be built and edited at the Employer Level.

• "Occupation Description" - found in the Employee Information category
• "User Defined Text 1" - found in the User Defined Fields category
• "User Defined Text 2" - found in the User Defined Fields category

Users can then complete the incident form more quickly and accurately while using standard terminology company wide.

Show Hidden  / Deleted Records

These check boxes at the bottom of the setup select form are used to allow you to access information that has been marked hidden or deleted.

For employer, location and department profiles, checking these boxes will cause hidden/deleted profiles to appear in the Organization Selection form selection lists. Items that are marked hidden will appear in gray text and items that are marked deleted will appear in red text.

For the OSHA 300A Employment Information Build Selection Lists and User profiles, checking these boxes has no effect.

For employee, hospital, physician, carrier and claim administrator profiles, checking these boxes will cause hidden/deleted profiles to appear in the Profile Select Form selection lists. Items that are marked hidden will appear in gray text and items that are marked deleted will appear in red text.

There are two ways that employee, hospital, physician, carrier and claim administrator profiles can be marked as hidden or deleted.

The first way is to access the individual profile through the Setup menu function and use the [Hide] or [Delete] button on the form. These profiles can be retrieved by checking the hidden/deleted selection box at the bottom of the setup menu.

The second way these profiles can be marked as hidden or deleted is to hide or delete the employer, location or department to which the profile belongs.

Profiles marked as hidden or deleted because the employer, location or department is hidden or deleted will never be included in the profile selection lists, even if you check the hidden/deleted boxes on the setup select form. If you want to access these profiles, you must first unhide or undelete the associated employer, location or department.