Arizona Department of Health Services

Size: px
Start display at page:

Download "Arizona Department of Health Services"

Transcription

1 Arizona Department of Health Services Application Tracking System (ATS) Version 4.0.0

2 SYSTEM OVERVIEW... 3 ATS SCREEN OVERVIEW... 4 STANDARD TOOLBAR ICON DEFINITIONS AND HOT KEYS...5 FIELD DEFINITIONS...6 HOW TO USE THE ATS SYSTEM HOW TO LOCATE A RECORD IN THE APPLICATION TRACKING SYSTEM...11 HOW TO ENTER A RECORD IN THE APPLICATION TRACKING SYSTEM...12 HOW TO CLOSE A RECORD IN THE APPLICATION TRACKING SYSTEM...14 HOW TO PROCESS AND INSUFFICIENT APPLICATION IN THE APPLICATION TRACKING SYSTEM...15 HOW TO UPDATE AN ACTIVE (INSUFFICIENT) RECORD IN THE APPLICATION TRACKING SYSTEM...17 HOW TO RE-ISSUE A CERTIFICATE...19 COMMUNICATION LOG APPLICATION HISTORY SCREEN PRINTED REPORTS APPLICATION AUDIT REPORT...25 Application Audit Report Screenshot OPEN APPLICATION REPORT...27 Open Application Report Screenshot VAULT PRINTING REPORT (OVR EBC ONLY)...29 Vault Printing Report Screenshot UNRESOLVED CALLS REPORT...31 CUSTOMER CALL LOG REPORT...34 Customer Call Log Report Screenshot SURCHARGE REPORT...36 Surcharge Report Screenshot COMPLETED CERTIFICATE SALES REPORT...38 Completed Certificate Sales Report Screenshot CERTIFICATE ENTRY REPORT...40 Certificate Entry Report Screenshot Application Tracking System 2 December 06, 2006

3 SYSTEM OVERVIEW ARIZONA DEPARTMENT OF HEALTH SERVICES The Application Tracking System (ATS) is used by the State and County offices to record applications received for certified and non-certified copies of vital events. The system tracks the application from the time it is received in an office until it is issued and completed. The ATS makes it possible to respond to customer inquiries about the status of their application in a more accurate and efficient manner. Customer communications are to be recorded in the ATS record and are forwarded to a Customer Service Representative (CSR) for follow-up with the customer if required. The ATS links to the Electronic Birth Certificate (EBC) and the Electronic Death Certificate (EDC) registry systems. This linkage allows registrant information to automatically populate specific fields in the ATS and reduce keystrokes and potential entry errors. Please note: a separate application screen is used for each module in the ATS system. The ATS also provides a variety of administrative and operational reports and is used to calculate the monthly surcharge payments from the County office locations. These reports, along with all other processes, are detailed in the following pages of this manual. Application Tracking System 3 December 06, 2006

4 ATS SCREEN OVERVIEW Actions can be completed using the menu bar (text of menu names) or by the standard toolbar (icons/buttons) Application Tracking System 4 December 06, 2006

5 Standard Toolbar Icon Definitions and Hot Keys Birth Certificate Application (Ctrl + B) Used to enter, search, and close out applications and insufficients dealing with birth applications Death Certificate Application (Ctrl + D) Used to enter, search, and close out applications and insufficients dealing with death applications New (Clear) Application (Ctrl + N) Clears existing application from the screen so a new application/search may be completed Save Current Application (Ctrl + A) Saves any changes made to the application Print Application/ATS Screen (Alt + A) Prints a copy of the ATS screen for further research or processing Print Certificate on Local Printer (Alt + C) Prints a copy of the certificate(s) on the printer assigned to the workstation Send (print) Application and Certificate to Vault (Alt + V) Prints a copy of the application and certificate at the printers in the vault (EBC Only) Open Application (Ctrl + O) Searches for any existing (new or old) application Find Certificate (Ctrl + F) Searches either the EBC or EDC systems for certificates matching information on the ATS screen VitalChek Checks expedited orders (VitalChek use ONLY) No Record Prints a Certificate of No Birth/Death Record once a thorough search has been completed Audit This module is not active The ALT & CTRL keys are located on the keyboard Application Tracking System 5 December 06, 2006

6 Field Definitions ARIZONA DEPARTMENT OF HEALTH SERVICES Birth Certificate Section (Birth) / Application Information Section (Death) o Includes all vital information needed for a manual/electronic search. These fields will auto-populate if linked with the EBC or EDC systems Application Information Section o TRX # - unique tracking numbers for applications once the money has been collected County Offices can determine individualized transaction number schema OVR numbering schema is: the state file number (excluding the year) or 6- digit combo (one step station number transaction number) Note: The 6-digit combo is created for the transaction number when a registrant s record is not in EBC or EDC (i.e. pre-1950 birth, pre-1970 death, delayed births, foreign born, etc.) o Source the office area that entered the application / how the certificate was issued Mail will allow entry of the applicant name and address information Counter will allow entry of the applicant name (same day service only) VitalChek will allow entry of the applicant name and address information (VitalChek employees only) o Application Type (select from the drop down or begin to type) Birth Adoption Birth EBC Birth Long Copy of ACK. of PAT. Corrections Delayed Birth Father s Registry Filing Paternity Foreign Born Foundling Open Birth Death Application Tracking System 6 December 06, 2006

7 Corrections Death Certificate Fetal Death Open Death Still Birth o Fee see Operations Manual: Fees Section The exact dollar amount being collected must be entered o Method of payment form of payment processed Cash Charge Check Credit/Debit Money Check (Cashier s Check) Money Order Unclaimed Monies OVR use only o Number of Copies - number of copies requested This must include the Government Use Only Death Certificates included with the application that are not included in the fee (i.e. SSA, VA) o TRX Date date transaction took place Date insufficient was entered or the date the application was accepted and the money was collected o Address mail orders only If order is being mailed out of the country remember to change to Foreign Address o Relationship (select from drop down or begin to type) Attorney Government Agency Guardian Other Parent Relative Application Tracking System 7 December 06, 2006

8 Research Self Social Service Agency Spouse o Telephone if available The telephone number assists greatly with customer service and should always be entered if listed on the application (i.e. if item is returned from USPS we are able to contact the customer) o U.S. Claim & Type (Death Only) If Government Use Only certificates are issued, the government agency must be specified (i.e. SSA, VA) Office Use Only Section o SFN state file number This field will auto-populate when linked with the EBC or EDC systems. The State File Number will need to be manually entered when application is not linked to a registry system (i.e. pre-1950 birth, pre-1970 death, delayed births, foreign born, etc.) o Status Active application is open Found application is closed and a certificate was found (there is a SFN) Not Found application is closed and a certificate was not found (there is not a SFN) o Serial No Serial numbers of certified paper issued to that specific application o Date Issued Date certificates were printed o Re-Issue No Serial numbers of certified paper re-issued to that specific application o Date Re-Issued Date certificates were re-printed Application Status Section Application Tracking System 8 December 06, 2006

9 o Application Status (select from drop down or begin typing) CASHIERING the application s method of payment is being processed. This Application Status will keep the application open and the Status will be active COMPLETED the application meets all requirements and is ready to be printed (EBC applications only) or has been printed (long form certificates). This Application Status will close the application and the Status will be found or not found CORRECTIONS the application is being processed by the Birth Registry Corrections Section (OVR), or staff assigned to process birth corrections (County Offices). This Application Status will keep the application open and the Status will be active DEATH UNIT the application needs review and/or processing by the Death Registry Section (OVR) or staff assigned to death registration (County Offices). This Application Status will keep the application open and the Status will be active INSUFFICIENT the application is missing necessary documentation (i.e. supporting documentation, applicant identification, or fees). This Application Status will keep the application open and the Status will be active PRINTED the application has been printed in the vault or at the local printer (EBC applications only). This Application Status will close the application and the Status will be found or not found RETURNED MAIL the birth or death certificate was received from the post office as undeliverable and is now filed in return mail. This Application Status will keep the application closed and the Status will remain found or not found RETURNED MAIL INS the insufficient letter was received from the post office as undeliverable and is now filed in return mail. This Application Status will keep the application open and the Status will be active VAULT (OVR Only) the application is sent to the vault staff for further processing or further research (i.e. certificates of birth prior to 1950, death certificate requests, and records that can not be located in the EBC or EDC Application Tracking System 9 December 06, 2006

10 systems). This Application Status will keep the application open and the Status will be active o Update Insufficient Used to detail an insufficient request. The button will remain inactive until the o View History Application Status Insufficient is selected and saved. See How to Process an Insufficient Application Used to show entire history of application from start to finish as well as any customer contact that took place. See Communication Log for further description Application Tracking System 10 December 06, 2006

11 HOW TO USE THE ATS SYSTEM Prior to processing a request in the ATS system, you must first search and determine if there is an existing open application by the applicant. This would occur if the applicant has previously sent in a request that was determined to be insufficient and has not submitted a corrected application. If there is an open application, you will use the existing open application in the ATS rather than creating a new one. Note: You must search by (1) Name and Date of Event and (2) State File Number before entering a new application How to Locate a Record in the Application Tracking System A record may be located in the ATS in three methods: Registrant Name and Date of event o Enter the first two or three letters of the first and last name and the date of birth/death on the ATS screen. o Open Application State File Number Note: Always search with and without the date of birth/death to verify the current application record is open o EBC System (births 1950 to present) Transfer the record from EBC to ATS by clicking on the Send to ATS button or by using the hot key ALT + A Open Application o EDC System (deaths 1970 to present) TRX# and TRX Date Transfer the record from EDC to ATS by clicking on the Return to ATS button or by using the hot key ALT + D Open Application o Enter the TRX# and corresponding date o Open Application Application Tracking System 11 December 06, 2006

12 How to Enter a Record in the Application Tracking System EBC or EDC System o Look up registrant s information in EBC/EDC (enter appropriate fields to search the registry system) EBC search for births available in EBC for years 1950 to present EDC search for deaths available in EDC for years 1970 to present o Transfer the record information to ATS o If a record is not found in the EBC/EDC system, the certificate information (top portion) must be manually entered In the ATS o Enter the following fields: TRX # (only if method of payment has been processed) Source Application Type Fee Method of Payment Number of Copies TRX Date Applicant s Name Address (mail orders only) Relationship Telephone Application Status U.S. Claim & Type (Death Only) o Save the Application o Print select the correct print type County Offices EBC and As Is Requests print the certificate(s) on the local printer Death Requests print the application for manual copying State OVR Counter EBC and As Is Requests print the certificate(s) on the local printer Application Tracking System 12 December 06, 2006

13 Birth Long and Death Requests print the application and route to the vault for further processing State OVR Mail, Birth Registry, Death Registry EBC Requests print the application and certificate to the vault Birth Long, Death, Corrections Requests print the application and route to the vault or correct unit for further processing Note: the ATS screen will clear after the certificate(s) are printed (EBC Only). To clear the screen after entering a non-ebc, simply click or hot key new An application that is complete will automatically set the Status in the Office Use Only Section on the ATS screen to FOUND Application Tracking System 13 December 06, 2006

14 How to Close a Record in the Application Tracking System After the application has been processed and printed, the record must be closed in the ATS; however, the serial number(s) of the bank note paper used to issue the certificate(s) must be entered into the ATS prior to closing the application record. Locate and open the application o See How to Locate a Record in the Application Tracking System Office Use Only Section o State File Number if it is not already shown, the SFN must be entered. If there is not SFN (i.e. No Record was issued) select the Not Found status o Serial Numbers enter the serial number of the bank note paper A dash (-) is entered in place of the word through and a comma (,) is entered in place of a break in sequence or the word and If the serial numbers are in sequence they should be entered like this: G If the serial numbers are out of sequence but in the same ream they should be entered like this: G , 69, 75 If the serial numbers are partially in sequence and partially out of sequence they should be entered like this: G , If a new ream is started and not in sequential order they should be entered like this: G , G o Date Issued enter the date the certificates were printed/issued Application Status o Change the status to Complete Save (CTRL + S) Application Tracking System 14 December 06, 2006

15 How to Process and Insufficient Application in the Application Tracking System Additional data entry is required for applications saved with the Application Status of Insufficient. The ATS allows the user to select insufficient reasons from a list of possible insufficient reasons or enter specific directions in a free form box. The insufficient letter to the applicant must be generated from the ATS. The fee information is calculated in the ATS based on the application type entered. After the application has been Saved o Click on the Update Insufficient button located in the Application Status section The Update Insufficient screen will open Application Tracking System 15 December 06, 2006

16 In the Update Insufficient Status screen o Select from the Insufficient Status List on the right side of the screen. The items selected will be moved to the Current Insufficient Status on the left side of the screen and will appear on the insufficient letter Items that apply highlight the selection and double click to move the item to the left side of the screen or click on the Add Status button (ALT + A) at the bottom of the screen Items moved in error can be removed by clicking on the box in the Current Insufficient Status on the left side of the screen and then click on the Delete button (ALT + D) at the bottom of the screen Note: Any items on the left side that are checked will be removed once the status is saved. Once an item is deleted, it is permanently removed from the history Other if the item is not found on the list, go to the link Other and type the comment or insufficiency and click on Add Status (ALT + A) to move the comment to the left side of the screen o Save click on the Save button (ALT + S) A pop up box will appear and report the Data Saved Click on OK or hit enter o Print Letter click on the Print Letter button (ALT + P) at the bottom of the screen Attach the application, supporting documents, and fee submitted to the Insufficient Letter and mail to applicant o Close click on the Close button (ALT + C) An application that is insufficient will automatically set the Status in the Office Use Only Section on the ATS screen ACTIVE Application Tracking System 16 December 06, 2006

17 How to Update an Active (Insufficient) Record in the Application Tracking System Applications received to correct a previously submitted insufficient application are entered into the original record in the ATS. Locate and open the application o See How to Locate a Record in the Application Tracking System o Click on the Update Insufficient button located in the Application Status section The Update Insufficient screen will open Application Tracking System 17 December 06, 2006

18 o Click on each item in the Current Insufficient Status that has been submitted to correc the insufficiency Note: When updating an insufficient never delete the current status. Once an item is deleted, it is permanently removed from the history o Save click on the Save button (ALT + S) A pop up box will appear and report the Data Saved Click on OK or hit enter If the application does not complete the insufficient, the record will remain in the Insufficient Status Module of the ATS. Further entry in the Update Insufficient Status is required and a new insufficient letter will be sent to the application. See How to Process and Insufficient Application in the Application Tracking System Go to the next step if the application meets all requirements o Close click on the Close button (ALT + C) The insufficient window will close and the ATS screen will be visible again o Update/Verify the following information on the ATS Screen: Applicant Information Section TRX # and current date enter the date application is processed and Fee fee is collected Payment Method Number of Copies Applicant Address Telephone Number Application Status (select from drop down) Office Use Only Section State File Number enter the state file number of the registrant if it is not already listed o Save the changes to the application o Print to the appropriate printer see How to Enter a Record in the Application Tracking System for a detailed description Application Tracking System 18 December 06, 2006

19 How to Re-Issue a Certificate Circumstances sometimes require a certificate to be re-issued at no charge to the customer. Always include comments in the ATS Communication Log of the application record detailing why the certificates were re-issued and that the old copies were voided. Locate and open the application o See How to Locate a Record in the Application Tracking System o Change the Application Status from Printed to Complete o Save the application o Print to the appropriate printer see How to Enter a Record in the Application Tracking System for a detailed description Close the application record in the ATS o See How to Close a Record in the Application Tracking System Enter the new serial numbers of the bank not paper and re-issue date into the Re-Issue fields of the Office Use Only section. Note: Do not remove the original serial numbers or the original date issued Document in the Communication Log an explanation for the re-issue Application Tracking System 19 December 06, 2006

20 COMMUNICATION LOG The ATS communication log makes it possible to respond to customer inquiries about the status of their application in a more accurate and efficient manner. All customer communications are to be recorded in the ATS record. All communication with the customer will be visible to any user accessing the record and identify the office, CSR, and date of entry. The Communication Log will always open when an application record is viewed in the ATS system. If the Communication Log was closed or does not open; click on Communication Log in the menu bar and then Show Comm Log. Application Tracking System 20 December 06, 2006

21 Enter a communication ARIZONA DEPARTMENT OF HEALTH SERVICES o Click in the dialog box and type comments o Save click Save (ALT + S) o Close the Communication Log click Exit (ALT + E) View the Communication Log o Open the Communication Log and all comments will appear in the grey area from top to bottom newest to oldest o Comments may also be viewed in the Application History Screen. See Application History Screen for further detail Print the Communication Log o Click on Print Log button or hit enter on the keyboard Application Tracking System 21 December 06, 2006

22 APPLICATION HISTORY SCREEN The Application History Screen gives a general overview of every aspect of the application. This screen has three sections: Application Status, Comment Log, and Call Resolution. Application Status Section shows every Application Status saved with the application and the date the status was removed/changed o When the application status appears as Insufficient To view the status of the insufficient click on View Insufficient (ALT + V) Red the status is ACTIVE and the requirements have not been satisfied (insufficient) Application Tracking System 22 December 06, 2006

23 Black the status is FOUND and the requirements have been submitted (complete) o To access information about the application Comment Log Section Click on the Application Info button (ALT + A) o Comments in the communication log should only be viewed in this area. See Communication Log to enter comments Call Resolution Section (use only to save an Unresolved/Forwarded call) o Click on the Enter New Comments box (a comment must be entered in order to select a resolution) o Document communication with customer o Change the status in the Resolution field (choose from drop down) Call Resolved customer was satisfied after speaking with a CSR. This resolution will remove a call from the Unresolved Call Log Forward call is forwarded to the person who handled the original application or designated person for further research. This resolution will keep the call in the Unresolved Call Log Unresolved call is assigned to designated person to research and follow up o Save (ALT + S) with customer. This resolution will add the call to the Unresolved Call Log Application Tracking System 23 December 06, 2006

24 PRINTED REPORTS The ATS provides both administrative and operations reports. These reports can be viewed or printed from the ATS. The following reports are generated in the ATS: Application Audit Open Applications Vault Printing Log Unresolved Calls Customer Call Log Surcharge Report Completed Certificate Sales Report Certificate Entry Report County Invoice (County ATS Application Only) Funeral Home Invoice (County ATS Application Only) Funeral Home Invoice Report (County ATS Application Only) Application Tracking System 24 December 06, 2006

25 Application Audit Report The Application Audit Report displays all applications with transactions (changes made to a record). This report is generated for a selected user within a specified date range. A transaction is created anytime a field is changed on an application. This report can be sorted by transaction number, user name and modification date. The Application Audit Report is accessed from the menu bar birth and death modules o Click on Reports o Click on Application Audit Report The Application Audit Report Set Up screen will open Select Date range User Sort Generate o Fields displayed on the report Transaction Number Transaction Date Office Location Number User Name Modification Date Field Name Previous Value New value Application Tracking System 25 December 06, 2006

26 Application Audit Report Screenshot Application Tracking System 26 December 06, 2006

27 Open Application Report The Open Application Report displays application information for all open, active applications entered within a specified date range for a selected office or for all offices. The report is sorted by the transaction date and then by the transaction number. The Open Application Report is accessed from the menu bar birth and death modules o Click on Reports o Click on Open Application Report The Open Application Report screen will open Select Date range User Sort Run o Fields displayed on the report Transaction Date Transaction Number Entered by User Name Registrant Name Application Name Total Number of Open Applications Application Tracking System 27 December 06, 2006

28 Open Application Report Screenshot Application Tracking System 28 December 06, 2006

29 Vault Printing Report (OVR EBC Only) The Vault Printing Log Report displays application printing information for all EBC registrations printed within a specified date range for a specified user. The report is sorted by the state file number. The Vault Printing Log Report is accessed from the menu bar birth and death modules o Click on Reports o Click on Vault Printing Log Report The Vault Printing Log Report screen will open Select Date range Run o Fields displayed on the report State File Number Register Number Requested by User Name Printed on Date Number of Copies Printed by User Name Total Applications Total Copies of Certificates Printed Application Tracking System 29 December 06, 2006

30 Vault Printing Report Screenshot Application Tracking System 30 December 06, 2006

31 Unresolved Calls Report The Unresolved Calls Report lists applications that contain a comment in the Application History Screen, Comment Log Section, and are not in a Resolved status in the Resolution Field. This report provides a listing of all calls requiring follow-up from a CSR. Unit Managers/Supervisors are required to review this report daily to ensure all calls have been responded to. The Unresolved Calls Report is accessed from the menu bar birth and death modules o Click on Reports o Click on Unresolved Calls The Unresolved Calls screen will open Click on the item you want to resolve Application Tracking System 31 December 06, 2006

32 o The Comment Log will contain notes of any communication with the application, who the applicant spoke with and the date and time of entry o To view the applicant information Click on the Application Info button located in the center of the screen o To enter a new communication for the application Click in the Enter New Comments box located in the Call Resolution section o To forward a call (a comment must be entered in order to select a resolution) Select where the call will be forwarded from the Forward drop down menu located in the Call Resolution section Select a resolution from the Resolution drop down menu located in the Call Resolution section Forward call is forwarded to the person who handled the original application or designated person for further research. This resolution will keep the call in the Unresolved Call Log Unresolved call is assigned to designated person to research and Save (ALT + S) follow up with customer. This resolution will add/keep the call in the Unresolved Call Log The call will appear in the Forward to User column and identify new recipient of call o To open a call that has been forwarded Click and highlight the unresolved call Click on the Application Info button located in the center of the screen Enter New Comments Click in the Enter New Comments box located in the Call Resolution section Select a resolution from the Resolution drop down menu located in the Call Resolution section Call Resolved customer was satisfied after speaking with a CSR. This resolution will remove a call from the Unresolved Call Log Application Tracking System 32 December 06, 2006

33 Forward call is forwarded to the person who handled the original application or designated person for further research. This resolution will keep the call in the Unresolved Call Log Unresolved call is assigned to designated person to research and Save (ALT + S) follow up with customer. This resolution will add/keep the call in the Unresolved Call Log Application Tracking System 33 December 06, 2006

34 Customer Call Log Report The Customer Call Log Report displays information about the customer calls entered in the ATS as an Unresolved Call for the location the user is assigned to. The report is sorted by the date the entry was made in descending order. The Customer Call Log Report is accessed from the menu bar birth and death modules o Click on Reports o Click on Customer Call Log Report The Customer Call Log Report screen will open Select Date range Run o Fields displayed on report Call Status (Open/Closed) Response Code Transaction Number Entered Date User Entering Call Forward Date Forwarded To Resolved Date Resolved By Total Calls on the Report Application Tracking System 34 December 06, 2006

35 Customer Call Log Report Screenshot Application Tracking System 35 December 06, 2006

36 Surcharge Report The Surcharge Report displays the number of birth and death certificates issued (application status of COMPLETE and the certificate feels collected). The office location contains only records closed by that specific office and the date is linked to the Closed Date table in the database. For example, and application opened at a County office and closed by State OVR will only appear in the State OVR totals. Surcharges are calculated in two ways. Birth surcharges are calculated by the quantity entered and exclude all $0.00 applications. The calculation to report the number of death certificates is: the dollar amount collected divided by 10. This calculation eliminates the copies issued to government agencies where no surcharge fee was collected. The Surcharge Report is accessed from the menu bar birth and death modules o Click on Reports o Click on Surcharge Report The Surcharge Report screen will open Select Date range Office location Run o Fields displayed Type (Birth/Death) Remittance Form Source Number of Certificates Amount Total Number of Certificates (Birth/Death) Total Amount (Birth/Death) Grand Totals Application Tracking System 36 December 06, 2006

UW- Green Bay QuickBooks Accounts Receivable User Manual

UW- Green Bay QuickBooks Accounts Receivable User Manual UW- Green Bay QuickBooks Accounts Receivable User Manual Table of Contents Topic Page Number Logging into QuickBooks 2 Changing your password. 3 Creating Invoices. 4 Customer Entry/Search. 5-7 Entering

More information

Service Desk Plus: User Guide

Service Desk Plus: User Guide Service Desk Plus: User Guide Introduction ManageEngine ServiceDesk Plus is comprehensive help desk and asset management software that provides help desk agents and IT managers, an integrated console to

More information

Octopus and the Octopus Logo are trademarks of ELEOS WEB PTE LTD, registered in Singapore and other countries

Octopus and the Octopus Logo are trademarks of ELEOS WEB PTE LTD, registered in Singapore and other countries Octopus and the Octopus Logo are trademarks of ELEOS WEB PTE LTD, registered in Singapore and other countries 1 1. Introducing the Octopus Point-of-Sale (POS) System The Octopus Point-of-Sale System, unlike

More information

AdventNet ManageEngine SupportCenter Plus :: User Guide. Table Of Contents INTRODUCTION... 3 REQUEST... 4. Creating a New Request...

AdventNet ManageEngine SupportCenter Plus :: User Guide. Table Of Contents INTRODUCTION... 3 REQUEST... 4. Creating a New Request... Table Of Contents INTRODUCTION... 3 REQUEST... 4 Creating a New Request... 5 Quick Create...5 Contact Details...5 Classifying Request Category...5 Prioritizing Request...6 Describe Request...6 Add Attachments

More information

How to do the End of Day

How to do the End of Day Summary: How to do the End of Day This article is a guideline to using the End of Day Wizard. The End of Day Wizard is designed to guide you through the steps needed to balance the Register(s) and verify

More information

Juris User Guide. Version 2.7. 2015 LexisNexis. All rights reserved.

Juris User Guide. Version 2.7. 2015 LexisNexis. All rights reserved. Juris User Guide Version 2.7 2015 LexisNexis. All rights reserved. Copyright and Trademark LexisNexis, Lexis, and the Knowledge Burst logo are registered trademarks of Reed Elsevier Properties Inc., used

More information

TCS Payment Processing Interface 1.0

TCS Payment Processing Interface 1.0 TCS Payment Processing Interface 1.0 Purpose: Integrate Shift 4 payment card processing into TCS Reservations. Setup: To configure TCS reservations for use with Shift 4 UTG. First install the Shift4 UTG

More information

Payco, Inc. Evolution and Employee Portal. Payco Services, Inc.., 2013. 1 Home

Payco, Inc. Evolution and Employee Portal. Payco Services, Inc.., 2013. 1 Home Payco, Inc. Evolution and Employee Portal Payco Services, Inc.., 2013 1 Table of Contents Payco Services, Inc.., 2013 Table of Contents Installing Evolution... 4 Commonly Used Buttons... 5 Employee Information...

More information

MySupplier Portal. MySupplier Portal is the new standard method for contacting Pitney Bowes Accounts Payable. https://ap.mysupplierportal.

MySupplier Portal. MySupplier Portal is the new standard method for contacting Pitney Bowes Accounts Payable. https://ap.mysupplierportal. MySupplier Portal Pitney Bowes is pleased to announce a new service for our suppliers. Our new Supplier Portal enables companies who supply Pitney Bowes with goods or services to view invoice status over

More information

INFORMATION SYSTEMS SERVICE NETWORKS AND TELECOMMUNICATIONS SECTOR. User Guide for the RightFax Fax Service. Web Utility

INFORMATION SYSTEMS SERVICE NETWORKS AND TELECOMMUNICATIONS SECTOR. User Guide for the RightFax Fax Service. Web Utility INFORMATION SYSTEMS SERVICE NETWORKS AND TELECOMMUNICATIONS SECTOR User Guide for the RightFax Fax Service Web Utility August 2011 CONTENTS 1. Accessing the Web Utility 2. Change Password 3. Web Utility:

More information

Professional Fire Software Control Center. Fire Training Module Training Manual

Professional Fire Software Control Center. Fire Training Module Training Manual Professional Fire Software Control Center Fire Training Module Training Manual Table of Contents PAGE(S) DESCRIPTION 2 Table of Contents 3 Getting Started / How do I Receive Help? 4 Different Parts of

More information

Host Excellence. Client Helpdesk. Version 1.0

Host Excellence. Client Helpdesk. Version 1.0 Host Excellence Client Helpdesk Version 1.0 1 Table of Contents 1 Accessing the Helpdesk... 3 2 What Is A Helpdesk Ticket?... 3 3 Ticket Overview... 3 3.1 Ticket Status... 4 3.2 Ticket Category... 4 3.3

More information

Wellspring FAX Service 1 September 2015

Wellspring FAX Service 1 September 2015 Training Notes 1 September 2015 Wellspring Software, Inc., offers a Fax Service that can be used with PrintBoss from any computer that has internet access. Faxes are sent from PrintBoss through the internet

More information

Updated 08/2015. Wire Transfer User Guide

Updated 08/2015. Wire Transfer User Guide Updated 08/2015 Wire Transfer User Guide Wire Transfers The Wire section provides you with the ability to create one-time wires or set up template-based wires for ongoing use. Wiring Funds The tasks you

More information

BIRTH CERTIFICATES FOR THE STATE OF ARIZONA

BIRTH CERTIFICATES FOR THE STATE OF ARIZONA VIP SERVICES 2012 Louisiana Street Houston, Texas 77002 713-659-8472 1-800-856-8472 Fax 713-659-3767 Website: www.vippassports.com Email: info@vippassports.com BIRTH CERTIFICATES FOR THE STATE OF ARIZONA

More information

Sales Person Commission

Sales Person Commission Sales Person Commission Table of Contents INTRODUCTION...1 Technical Support...1 Overview...2 GETTING STARTED...3 Adding New Salespersons...3 Commission Rates...7 Viewing a Salesperson's Invoices or Proposals...11

More information

Submitting a Claim in New MIPS Sponsor of Day Care Homes (more detailed instructions found in back of document)

Submitting a Claim in New MIPS Sponsor of Day Care Homes (more detailed instructions found in back of document) Submitting a Claim in New MIPS Sponsor of Day Care Homes (more detailed instructions found in back of document) Log into MIPS (using same Authorization Number and Password as before). **Be sure to take

More information

MAS 90 MAS 200 Tips, Tricks and Frequently Asked Questions (FAQ s) Prepared by: The Fitzgerald Group August 11, 2004

MAS 90 MAS 200 Tips, Tricks and Frequently Asked Questions (FAQ s) Prepared by: The Fitzgerald Group August 11, 2004 MAS 90 MAS 200 Tips, Tricks and Frequently Asked Questions (FAQ s) Prepared by: The Fitzgerald Group August 11, 2004 This is a compilation of ideas from The Fitzgerald Group staff, from clients and from

More information

NEXTGEN TRAINING TRANSACTIONS. I. Vendor Maintenance. Purchase Order Entry. Invoice Entry. Cash Disbursements. V. Journal Entry Cash Receipts

NEXTGEN TRAINING TRANSACTIONS. I. Vendor Maintenance. Purchase Order Entry. Invoice Entry. Cash Disbursements. V. Journal Entry Cash Receipts TRANSACTIONS I. Vendor Maintenance II. Purchase Order Entry III. Invoice Entry NEXTGEN TRAINING IV. Cash Disbursements V. Journal Entry Cash Receipts Janet Cowart VI. VII. Queries/Reports Bank Statement

More information

JBCC Electronic Service Payment Certificate Application. User Documentation Guide

JBCC Electronic Service Payment Certificate Application. User Documentation Guide User Documentation Guide User Guide Version 3.0 Table of Contents JBCC Electronic Service Table of Contents...2 Introduction...3 Contact Information...3 Microsoft Office Access Basics...4 Menu Navigation...4

More information

Job Seeker Guide Step by Step

Job Seeker Guide Step by Step Job Seeker Guide Step by Step EDJOIN is a free, web-based application for any person who wishes to apply for jobs posted on EDJOIN. To apply for a job on EDJOIN, you only need to follow the steps outlined

More information

Oracle RIFANS. Rhode Island Financial/Accounting System. Agency Payables Version 12 Training Guide

Oracle RIFANS. Rhode Island Financial/Accounting System. Agency Payables Version 12 Training Guide Oracle RIFANS Rhode Island Financial/Accounting System Agency Payables Version 12 Training Guide TABLE OF CONTENTS 1 Navigation... 3 1.1 Keyboard Shortcuts... 3 1.2 Toolbar Icons... 5 1.3 Navigation Notations...

More information

Table of Contents INTRODUCTION... 2 HOME PAGE... 3. Announcements... 7 Personalize & Change Password... 8 Reminders... 9 SERVICE CATALOG...

Table of Contents INTRODUCTION... 2 HOME PAGE... 3. Announcements... 7 Personalize & Change Password... 8 Reminders... 9 SERVICE CATALOG... Table of Contents INTRODUCTION... 2 HOME PAGE... 3 Announcements... 7 Personalize & Change Password... 8 Reminders... 9 SERVICE CATALOG... 11 Raising a Service Request... 12 Edit the Service Request...

More information

MAS 90 Demo Guide: Accounts Payable

MAS 90 Demo Guide: Accounts Payable MAS 90 Demo Guide: Accounts Payable Vendors, invoice tracking, and check creation is a necessity of business. In this guide we will look at how vendors are set up, invoices are recorded, and checks are

More information

Division of School Facilities OUTLOOK WEB ACCESS

Division of School Facilities OUTLOOK WEB ACCESS Division of School Facilities OUTLOOK WEB ACCESS New York City Department of Education Office of Enterprise Development and Support Applications Support Group 2011 HELPFUL HINTS OWA Helpful Hints was created

More information

School Social Worker INTRODUCTION

School Social Worker INTRODUCTION INTRODUCTION The following document is designed to help School Social Workers to utilize Infinite Campus in their job functions. We will be looking at four areas of the program. The first area will be

More information

Table of Contents INTRODUCTION...2 HOME PAGE...3. Announcements... 6 Personalize... 7 Reminders... 9 Recent Items... 11 SERVICE CATALOG...

Table of Contents INTRODUCTION...2 HOME PAGE...3. Announcements... 6 Personalize... 7 Reminders... 9 Recent Items... 11 SERVICE CATALOG... Table of Contents INTRODUCTION...2 HOME PAGE...3 Announcements... 6 Personalize... 7 Reminders... 9 Recent Items... 11 SERVICE CATALOG...12 REQUEST...14 Request List View... 15 Creating a New Incident...

More information

Help Desk Web User Guide

Help Desk Web User Guide Help Desk Web User Guide 1 P age Contents Create an Incident... 3 Classifying Category... 3 Describe Incident Request... 3 Add Attachments to the Request... 4 Requests... 4 Request List View... 5 Modes

More information

Solar Eclipse Accounts Receivable. Release 8.7.2

Solar Eclipse Accounts Receivable. Release 8.7.2 Solar Eclipse Accounts Receivable Release 8.7.2 Legal Notices 2011 Epicor Software Corporation. All rights reserved. Unauthorized reproduction is a violation of applicable laws. Epicor and the Epicor logo

More information

Computer Helper Publishing, Inc. 800-533-5227 www.churchwindows.com

Computer Helper Publishing, Inc. 800-533-5227 www.churchwindows.com Training 2010 Financial to Accounting Transition Book 3: Transactions & Corrections Computer Helper Publishing, Inc. 800-533-5227 www.churchwindows.com Book 3 Transactions & Corrections Basic Transactions...

More information

AUDITVIEW USER INSTRUCTIONS

AUDITVIEW USER INSTRUCTIONS The AuditGard AuditView software allows the Manager to view, save, and print the audit records. The AuditGard lock maintains the last 512 lock events in non-volatile memory. Accessing the audit records

More information

OnBase with Workflow

OnBase with Workflow Table of Contents with Workflow 9.2.0 User Manual February 2010 Page 1 of 55 2008 Northwoods Consulting Partners, Inc. ABOUT NORTHWOODS CONSULTING PARTNERS Northwoods Consulting Partners provides document

More information

Dues & Billing. Dues & Billing. I. Dues and Billing Overview. Welcome to Dues and Billing!

Dues & Billing. Dues & Billing. I. Dues and Billing Overview. Welcome to Dues and Billing! Dues & Billing I. Dues and Billing Overview Welcome to Dues and Billing! This feature allows you to create batches of invoices and specify members as recipients. The current functionality allows you to

More information

1 Global Warranty Service Agent Guide. Service Agent Help Guide. Service Agent Starts the Claim

1 Global Warranty Service Agent Guide. Service Agent Help Guide. Service Agent Starts the Claim 1 Global Warranty Service Agent Guide Service Agent Help Guide Service Agent Starts the Claim 1 2 Global Warranty Service Agent Guide Table of Contents Warranty Guidelines... 3 Entering a Claim... 4 Log

More information

Using the Medical Language Specialist Client Application

Using the Medical Language Specialist Client Application Page 1 Using the MLSClient Application April 20, 2008 Using the Medical Language Specialist Client Application April 20, 2008 Prepared by: WebChartMD P.O. Box 6154 Johnson City, TN 37602 877-302-9263 Page

More information

Chapter 16: Follow-up

Chapter 16: Follow-up Chapter 16: Follow-up The term follow-up refers to the process whereby a registry continues to monitor the status of a patient's health at periodic intervals. Data fields concerning patient vital status,

More information

Table of Contents. Welcome... 2. Login... 3. Password Assistance... 4. Self Registration... 5. Secure Mail... 7. Compose... 8. Drafts...

Table of Contents. Welcome... 2. Login... 3. Password Assistance... 4. Self Registration... 5. Secure Mail... 7. Compose... 8. Drafts... Table of Contents Welcome... 2 Login... 3 Password Assistance... 4 Self Registration... 5 Secure Mail... 7 Compose... 8 Drafts... 10 Outbox... 11 Sent Items... 12 View Package Details... 12 File Manager...

More information

Table of Contents. Search Results.21. Equipment Change Request...10 Equipment Removal Request...11 Disposed..12 Not found 12

Table of Contents. Search Results.21. Equipment Change Request...10 Equipment Removal Request...11 Disposed..12 Not found 12 Table of Contents Logging in.. 3 DIIT Online Service Desk Website...3 Asset Inventory Menu for Site.....4 Assets Summary Listing (HTML/Excel)... 4 Assets Summary by Room..6 Search / Edit / Remove Assets...7

More information

EMAILING USING HOTMAIL

EMAILING USING HOTMAIL EMAILING USING HOTMAIL Signing into Your Email Account Open up explorer and type in www.hotmail.com in the address bar. Enter your email address. Hit the tab key on the keyboard and enter your password.

More information

Offline Remittance Processing Standalone, Service-Based, Multi-Client, Attorney Options

Offline Remittance Processing Standalone, Service-Based, Multi-Client, Attorney Options Offline Remittance Processing Standalone, Service-Based, Multi-Client, Attorney Options User Manual 911 Central Parkway North, Suite 200 San Antonio, Texas 78232 (210) 403-8670 www.acttax.com Contents

More information

Cypress Connexion HELP Guide www.cypressconnexion.com

Cypress Connexion HELP Guide www.cypressconnexion.com Welcome to Cypress Connexion your one-stop-shop for accessing and managing your Cypress Communications account online, at your convenience. The following guide will provide you with helpful information

More information

Enrolling in the Banner Payroll Direct Deposit Program

Enrolling in the Banner Payroll Direct Deposit Program Enrolling in the Banner Payroll Direct Deposit Program Direct deposit is a safe, simple and convenient way to receive your pay. You will never have to waste time standing in line at the bank to deposit

More information

Link / Login / Logout Page 2. Home Page Page 2. Home Page Breakdown by Levels Page 3. Home Page Breakdown by Columns Page 3

Link / Login / Logout Page 2. Home Page Page 2. Home Page Breakdown by Levels Page 3. Home Page Breakdown by Columns Page 3 Table of Contents Link / Login / Logout Page 2 Home Page Page 2 Home Page Breakdown by Levels Page 3 Home Page Breakdown by Columns Page 3 Home Page Main Menu Links.. Page 4 Sort by Page.. Page 4 Main

More information

TIPS AND TRICKS for the CORE ACCOUNTING MODULES REMINDER:

TIPS AND TRICKS for the CORE ACCOUNTING MODULES REMINDER: REMINDER: Please remember that this document is meant to be a guideline with some ideas of ways you can use MAS 90 / 200 core accounting modules more fully. However, your settings or process may not work

More information

Getting Started with Web Based Data Reporting. November, 2005

Getting Started with Web Based Data Reporting. November, 2005 Getting Started with Web Based Data Reporting November, 2005 This is a brief overview describing how to use the Colorado EMS Data Collection web based reporting tool. It is not a comprehensive manual,

More information

Database Program Instructions

Database Program Instructions Database Program Instructions 1) Start your Comparative Rating software by double-clicking the icon on your desktop. 2) Click on the button on the Comparative Rating Software Main Menu. 3) A message Loading

More information

A. BACK UP YOUR CURRENT DATA. QuickBooks Business Accounting Software 2006 2009 for Windows Account Conversion Instructions

A. BACK UP YOUR CURRENT DATA. QuickBooks Business Accounting Software 2006 2009 for Windows Account Conversion Instructions QuickBooks Business Accounting Software 2006 2009 for Windows Account Conversion Instructions As your financial institution completes its system conversion, you will need to modify your QuickBooks settings

More information

YALE SCHOOL OF MEDICINE ACCOUNTS RECEIVABLE SYSTEM. Instruction Manual

YALE SCHOOL OF MEDICINE ACCOUNTS RECEIVABLE SYSTEM. Instruction Manual YALE SCHOOL OF MEDICINE ACCOUNTS RECEIVABLE SYSTEM Instruction Manual 1 Launching BMS 2000 Go to the Start Menu and click on Yale Admin Menu (Yams) Click on School of Medicine Applications Double click

More information

Need help? The Accounts Payable Help Documentation is designed to make your Accounts Payable experience as efficient as possible.

Need help? The Accounts Payable Help Documentation is designed to make your Accounts Payable experience as efficient as possible. Need help? The Accounts Payable Help Documentation is designed to make your Accounts Payable experience as efficient as possible. All you have to do to navigate through this document is simply use the

More information

efunds User Guide For School Office Employees

efunds User Guide For School Office Employees efunds User Guide For School Office Employees Table of Contents Introduction & Login Procedure... 1 Welcome to efunds: Main Screen... 3 General Ledger... 3 Receive Money... 3 Pay Bills... 3 Bank Reconciliation...

More information

How to Attach Files in Blackboard Learn Email, Messages, Discussions, and Assignments

How to Attach Files in Blackboard Learn Email, Messages, Discussions, and Assignments E-Mail 1. Launch the Email by clicking the icon from the Menu frame found on the left side of the screen. 2. From within the Send Email page, click the "Select Users" link. If you click any links above

More information

credit card version 6

credit card version 6 credit card version 6 Use this guide for SalonBiz /SpaBiz Virtual Black Box Version 6. Authorizing a Credit Card Sale 1. Create a ticket for the client as usual; select the appropriate credit card payment

More information

Employee Manual Development Tool Version 7.0. User Guide

Employee Manual Development Tool Version 7.0. User Guide rotecting entists. t s all e do. Employee Manual Development Tool Version 7.0 User Guide Developing Effective Employment Practices A guide for dentists The Dentists Insurance Company Page 1 Table of Contents

More information

OSP User Guide. 1 P a g e

OSP User Guide. 1 P a g e Online School Payments (OSP) User Guide February, 2014 OSP User Guide Table of Contents Overview...3 Site Information...3 Login to Portal...4 Activity Setup...6 OSP Activity Setup Form...6 Add Activity...7

More information

Table of Contents INTRODUCTION... 2 HOME PAGE... 3. Announcements... 7. Personalize & Change Password... 8. Reminders... 10 SERVICE CATALOG...

Table of Contents INTRODUCTION... 2 HOME PAGE... 3. Announcements... 7. Personalize & Change Password... 8. Reminders... 10 SERVICE CATALOG... Table of Contents INTRODUCTION... 2 HOME PAGE... 3 Announcements... 7 Personalize & Change Password... 8 Reminders... 10 SERVICE CATALOG... 12 Raising a Service Request... 12 Edit the Service Request...

More information

Table of Contents INTRODUCTION... 2 HOME... 3. Dashboard... 5 Reminders... 8 Announcements... 12 Preferences... 13 Recent Items... 15 REQUESTS...

Table of Contents INTRODUCTION... 2 HOME... 3. Dashboard... 5 Reminders... 8 Announcements... 12 Preferences... 13 Recent Items... 15 REQUESTS... Table of Contents INTRODUCTION... 2 HOME... 3 Dashboard... 5 Reminders... 8 Announcements... 12 Preferences... 13 Recent Items... 15 REQUESTS... 16 Request List View... 17 Requests based on Filters...

More information

Escrow Accounting WORKBOOK

Escrow Accounting WORKBOOK Escrow Accounting WORKBOOK DoubleTime Escrow Accounting Workbook Copyright 2012. All rights reserved. DB Version 6.0 Unless otherwise noted, the companies, names, and other data used in the examples are

More information

NEXTGEN BUDGETARY ACCOUNTING TRAINING

NEXTGEN BUDGETARY ACCOUNTING TRAINING NEXTGEN BUDGETARY ACCOUNTING TRAINING TRANSACTIONS I. Vendor Maintenance II. III. IV. Requisition Entry - Routing Purchase Order Entry Accounts Payable - Invoice Entry V. Accounts Payable - Cash Disbursements

More information

Patient Portal. Accessing the Patient Portal. How to Begin: Enter first and last name, date of birth and create a user name and password.

Patient Portal. Accessing the Patient Portal. How to Begin: Enter first and last name, date of birth and create a user name and password. Patient Portal How to Begin: If you provided an email address when you registered as a patient, you can expect an email after your discharge that will be sent directly from CPSI, our Electronic Health

More information

PCLaw/PCLawPro Version 6.6x Training Tips and Tricks

PCLaw/PCLawPro Version 6.6x Training Tips and Tricks PCLaw/PCLawPro Version 6.6x Training Tips and Tricks PCLaw Tips and Tricks Matter Manager... 3 Memos... 4 Collection Memos... 4 Summary Tab... 5 Appointments Tab... 5 Calls Tab... 6 Notes Tab... 6 Ledger,

More information

Check Writer Program

Check Writer Program Starting the Check Writer Program: Check Writer Program 1) You can start the Check Writer program from the main menu of your rating software by clicking on the button. 2) You should be prompted to enter

More information

ApplicationXtender 6.5

ApplicationXtender 6.5 ApplicationXtender 6.5 Document Manager User Guide (version 1.0) CCS Computing and Communications Service June 2013 Table of Contents OVERVIEW... 3 Logging in to AppXtender Document Manager... 4 Changing

More information

Florida Trip Ticket. Quick Start

Florida Trip Ticket. Quick Start Florida Trip Ticket Quick Start Support Number: 225-744-0807 1. Insert setup CD and the Trip Ticket setup will start automatically, then start program with icon named Trip Ticket on Desktop 2. Fill out

More information

MAS 90 Demo Guide: Account Receivable

MAS 90 Demo Guide: Account Receivable MAS 90 Demo Guide: Account Receivable Customers, billing, and cash receipts are the lifeblood of any company. In this guide, we will look at where customers are set up, where invoices are entered, and

More information

Client Helpdesk Version 1.0.0. Customer Support Portal Login procedures 1. CAD Services Ltd

Client Helpdesk Version 1.0.0. Customer Support Portal Login procedures 1. CAD Services Ltd CAD Services Limited Client Helpdesk Version 1.0.0 1 Introduction The purpose of the helpdesk is to provide a central location for our Customers to interact with CAD Services Staff to resolve any problems,

More information

Lotus Notes Client Version 8.5 Reference Guide

Lotus Notes Client Version 8.5 Reference Guide Lotus Notes Client Version 8.5 Reference Guide rev. 11/19/2009 1 Lotus Notes Client Version 8.5 Reference Guide Accessing the Lotus Notes Client From your desktop, double click the Lotus Notes icon. Logging

More information

ZeusPOS User s Manual TABLE OF CONTENTS

ZeusPOS User s Manual TABLE OF CONTENTS ZeusPOS User s Manual TABLE OF CONTENTS ZeusPOS Configuration Pag. Getting Started.. 2 Store Setup.. 4 Software Activation... 5 Employee Setup... 6 Table Setup.. 7 Menu Categories.. 8 Menu Setup.. 9 Items

More information

Reference Manual Agresso Accounts Payable

Reference Manual Agresso Accounts Payable Reference Manual Agresso Accounts Payable Contents Project background...1 Why Agresso?...1 Viewing Supplier Details...2 Scanning Invoices...5 Load Invoices...5 Invoice Registration...7 Overview...7 Purchase

More information

The POS system can track sales by various payment methods like cash, checks, credit cards, coupons, and gift certificates.

The POS system can track sales by various payment methods like cash, checks, credit cards, coupons, and gift certificates. Point-Of-Sale Overview You can use the Point-of-Sale module (POS) to create Cash Receipts, Invoices, and receive A/R Payments. In addition, you can create returns for Receipts and Invoices. The POS system

More information

CampusIT Helpdesk Manual

CampusIT Helpdesk Manual CampusIT Helpdesk Manual CampusIT provide a support service for the QuercusPlus product. A call logging system is integrated into the support service to ensure high levels of customer service and fast,

More information

PCLaw Tips & Tricks Best Practices

PCLaw Tips & Tricks Best Practices 2009 Practice Management Conference PCLaw Tips & Tricks Best Practices Presented by: Cindy Emmerson Affinity Consulting Group, LLC Naples, FL www.affinityconsulting.com www.affinityuniversity.com cemmerson@affinityconsulting.com

More information

QUICK START GUIDE RESOURCE MANAGERS. Last Updated: 04/27/2012

QUICK START GUIDE RESOURCE MANAGERS. Last Updated: 04/27/2012 QUICK START GUIDE RESOURCE MANAGERS Last Updated: 04/27/2012 Table of Contents Introduction... 3 Getting started... 4 Logging into Eclipse... 4 Setting your user preferences... 5 Online help and the Eclipse

More information

Online School Payments (OSP) User Guide

Online School Payments (OSP) User Guide Online School Payments (OSP) User Guide November, 2013 OSP User Guide Table of Contents Overview...3 Site Information...3 Login to Portal...4 Activity Setup...6 OSP Activity Setup Form...6 Add Activity...7

More information

Blackbaud FundWare Accounts Receivable Guide VOLUME 1 SETTING UP ACCOUNTS RECEIVABLE

Blackbaud FundWare Accounts Receivable Guide VOLUME 1 SETTING UP ACCOUNTS RECEIVABLE Blackbaud FundWare Accounts Receivable Guide VOLUME 1 SETTING UP ACCOUNTS RECEIVABLE VERSION 7.50, JULY 2008 Blackbaud FundWare Accounts Receivable Guide Volume 1 USER GUIDE HISTORY Date Changes June 2000

More information

Point of Sale Procedures. Quick Reference

Point of Sale Procedures. Quick Reference Point of Sale Procedures Quick Reference Hard Copy Not Controlled Controlled Copy Available On-line Table of Contents How To Charge to Charge Accounts... 1 Closing an Open Check... 2 Creating a Recipe...

More information

NEW JERSEY WORKERS COMPENSATION INSURANCE PLAN

NEW JERSEY WORKERS COMPENSATION INSURANCE PLAN NEW JERSEY WORKERS COMPENSATION INSURANCE PLAN MANUAL FOR ONLINE APPLICATION FOR DESIGNATION OF AN INSURANCE COMPANY IMPORTANT: This Procedure Guide is designed to ease your navigation through the New

More information

Outlook 2010 Essentials

Outlook 2010 Essentials Outlook 2010 Essentials Training Manual SD35 Langley Page 1 TABLE OF CONTENTS Module One: Opening and Logging in to Outlook...1 Opening Outlook... 1 Understanding the Interface... 2 Using Backstage View...

More information

J. Mauel & Associates Property Tax Collection Program User Manual

J. Mauel & Associates Property Tax Collection Program User Manual J. Mauel & Associates Property Tax Collection Program User Manual Update: 2011 TECHNICAL SUPPORT: (920) 532-0540 J. Mauel & Associates Property Tax Collection Program Table of Contents Welcome 1 Technical

More information

Inventek Point of Sale 7.0. Quick Start. Sigma Software Solutions, Inc. Manual

Inventek Point of Sale 7.0. Quick Start. Sigma Software Solutions, Inc. Manual Inventek Point of Sale 7.0 Quick Start Sigma Software Solutions, Inc. Manual Inventek POS Quick Start Login Procedure You are now ready to begin using the Inventek Point of Sale program. To open the software,

More information

Postage Accounting Module User Guide

Postage Accounting Module User Guide Postage Accounting Module User Guide Table Of Contents INTRODUCTION...1 ACCOUNTING PRINCIPLES...1 Access Postage Accounting...2 LOGGING IN AND SECURITY...2 SETTING THE INTERACTION BETWEEN POSTAGE ACCOUNTING

More information

Appointment Manager. Centricity Business 4.3. Melody Frye 517-432-0898 melody.frye@ht.msu.edu. MSU HealthTeam BASIC: Front Desk

Appointment Manager. Centricity Business 4.3. Melody Frye 517-432-0898 melody.frye@ht.msu.edu. MSU HealthTeam BASIC: Front Desk Appointment Manager Centricity Business 4.3 Training and Education (M-F 8a 5p) Melody Frye 517-432-0898 melody.frye@ht.msu.edu 1 Overview Front Desk is functionality within the scheduling application where

More information

Creating a Participants Mailing and/or Contact List:

Creating a Participants Mailing and/or Contact List: Creating a Participants Mailing and/or Contact List: The Limited Query function allows a staff member to retrieve (query) certain information from the Mediated Services system. This information is from

More information

CAPITAL V8. Capital Business Software Tutorial Series. Introduction to Capital Business Manager V8 User Interface 1.2

CAPITAL V8. Capital Business Software Tutorial Series. Introduction to Capital Business Manager V8 User Interface 1.2 CAPITAL V8 Capital Business Software Tutorial Series Introduction to Capital Business Manager V8 User Interface 1.2 C A P I T A L O F F I C E B U S I N E S S S O F T W A R E Capital Business Software Tutorial

More information

Fleet Maintenance Software

Fleet Maintenance Software Fleet Maintenance Software Welcome Thank you for taking time to review FleetWise VB Maintenance Management Made Simple. This guide is intended to provide a quick overview of installing the software and

More information

TheFinancialEdge. Configuration Guide for Accounts Payable

TheFinancialEdge. Configuration Guide for Accounts Payable TheFinancialEdge Configuration Guide for Accounts Payable 102312 2012 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic,

More information

Stores copies of items you sent to others, by default. Stores items created offline that you want to send the next time you are online

Stores copies of items you sent to others, by default. Stores items created offline that you want to send the next time you are online Outlook Folders: All new messages are stored in Inbox unless rules are created. Stores copies of items you sent to others, by default Stores temporarily deleted items until you permanently delete or retrieve

More information

Sync Guide. Sync Overview. Before the Event. During the Event. After the Event. Greater Giving Event Software

Sync Guide. Sync Overview. Before the Event. During the Event. After the Event. Greater Giving Event Software Sync Guide Sync Overview Timeline Equipment Terms + This guide will instruct you on how to transfer data between Greater Giving Event Software and Auctionpay Master terminal Before, During and After your

More information

TheFinancialEdge. Reports Guide for Accounts Payable

TheFinancialEdge. Reports Guide for Accounts Payable TheFinancialEdge Reports Guide for Accounts Payable 041813 2013 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical,

More information

ezcrt Workbench 800-778-4078 VSoftwareTools.com Page 1 www.vsoftwaretools.com

ezcrt Workbench 800-778-4078 VSoftwareTools.com Page 1 www.vsoftwaretools.com Page 1 www.vsoftwaretools.com IMPORTANT SOME instructions in this document are used ONLY at the RENTAL COMPUTER! DO NOT INSTALL ezcrt CLIENT software on Staff / Front Counter Computers! Version 2.0, Copyright

More information

Check current version of Remote Desktop Connection for Mac.. Page 2. Remove Old Version Remote Desktop Connection..Page 8

Check current version of Remote Desktop Connection for Mac.. Page 2. Remove Old Version Remote Desktop Connection..Page 8 CONTENTS SECTION 1 Check current version of Remote Desktop Connection for Mac.. Page 2 SECTION 2 Remove Old Version Remote Desktop Connection..Page 8 SECTION 3 Download and Install Remote Desktop Connection

More information

Chapter 28. Poi nt of Sale But. FrontDesk v4.1.25. Point of Sale Menus. Voiding Invoices. Redeeming Gift Certificates. Revised on: 06/10/2009

Chapter 28. Poi nt of Sale But. FrontDesk v4.1.25. Point of Sale Menus. Voiding Invoices. Redeeming Gift Certificates. Revised on: 06/10/2009 Chapter 28 Point of Sale FrontDesk v4.1.25 Point of Sale Poi nt of Sale But tons Point of Sale Menus Opening and Closing Register Drawers Making a Sale Voiding Invoices Reprinting Receipts Selling Gift

More information

. NOTE: See Chapter 5 - Medical Management System for conditions that must be met in CHAPTER 6. ELECTRONIC CLAIMS PROCESSING MODULE

. NOTE: See Chapter 5 - Medical Management System for conditions that must be met in CHAPTER 6. ELECTRONIC CLAIMS PROCESSING MODULE Electronic Claims Processing Module 6-1 CHAPTER 6. ELECTRONIC CLAIMS PROCESSING MODULE Processing claims electronically is an option that may be selected in place of or in conjunction with the processing

More information

Stellar Phoenix. SQL Database Repair 6.0. Installation Guide

Stellar Phoenix. SQL Database Repair 6.0. Installation Guide Stellar Phoenix SQL Database Repair 6.0 Installation Guide Overview Stellar Phoenix SQL Database Repair software is an easy to use application designed to repair corrupt or damaged Microsoft SQL Server

More information

University College Cork. HRIS Core Personnel. Navigation. Departmental Users Version 1.1

University College Cork. HRIS Core Personnel. Navigation. Departmental Users Version 1.1 University College Cork HRIS Core Personnel Departmental Users Version 1.1 Navigation Human Resources 08/06/2012 Table of Contents Accessing the System and CorePersonnel... 1 Exit... 4 Enquiry... 4 Training...

More information

PULSE Dashboard Administrator Guide (Updated 2/19/15)

PULSE Dashboard Administrator Guide (Updated 2/19/15) PULSE Dashboard Administrator Guide (Updated 2/19/15) All functions described in this document may be performed from a workstation on the network with the exception of Updating the Pulse Dashboard Software

More information

Registered Users Accounts Payable

Registered Users Accounts Payable ACBPS Online Payment Facility 1 Registered users can manage their payments to the Australian Customs and Border Protection Service (ACBPS) and keep a track of payment history using this facility. After

More information

AUDITVIEW USER INSTRUCTIONS

AUDITVIEW USER INSTRUCTIONS COMBOGARDPRO AUDITVIEW USER INSTRUCTIONS The ComboGard Pro AuditView software allows the Manager to view, save, and print the audit records. The ComboGard Pro lock maintains the last 63 lock events in

More information

Kareo Quick Start Guide April 2012

Kareo Quick Start Guide April 2012 Kareo Quick Start Guide April 2012 Table of Contents 1. Get Started...1 1.1 Practice Setup... 1 1.2 Training, Help Guides and Support... 1 1.3 User Login... 1 1.4 Dashboard Navigation... 2 1.5 Record Search...

More information

Profit Developers, Inc. (PDI) 2015 SAXTAX Software Installation Guide

Profit Developers, Inc. (PDI) 2015 SAXTAX Software Installation Guide 2015 SAXTAX Software Installation Guide 1. Installation: Installing from a Link: Please click on the link provided in the setup email received. Some email accounts will not allow access to executable links

More information

REMEDY 7.5 INCIDENT MANAGEMENT AND CHANGE MANAGEMENT USER MANUAL

REMEDY 7.5 INCIDENT MANAGEMENT AND CHANGE MANAGEMENT USER MANUAL INCIDENT MANAGEMENT AND CHANGE MANAGEMENT USER MANUAL 08/17/2009 Contents OVERVIEW... 3 CREATING INCIDENT TICKETS... 13 WORKING AND RESOLVING INCIDENTS AS SUPPORT STAFF... 28 CHANGE MANAGEMENT... 33 SEARCHING

More information