eopf Release E Administrator Training Manual

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1 eopf Release E Administrator Training Manual i

2 The United States Office Of Personnel Management eopf Administrator Training Manual for eopf v5 eopf Version 4.1, July 2007, March 2008, March 2009; eopf Release E, October 2011; eopf Release E.1, April 2012; eopf Release E.1.3, January 2013; eopf v5, April Trademark Notices: Microsoft Windows, Spicer, and other brand and product names are trademarks of their respective holders. Printed in the United States of America.

3 Table of Contents eopf Administrator Training Manual Table of Contents CHAPTER 1. INTRODUCTION TO OPM EOPF... 1 CHAPTER 2. EOPF BROWSER AND VIEWER REQUIREMENTS BROWSERS THE EOPF VIEWER... 3 CHAPTER 3. GETTING STARTED WITH EOPF LOGGING INTO EOPF WHO AM I? CHANGING YOUR PREFERENCES YOUR ADDRESS VIEWING AND UPDATING EMERGENCY DATA MANAGING YOUR EOPF PASSWORD CHANGE SECURITY QUESTIONS ACCESSING ONLINE HELP ACCESSING FREQUENTLY ASKED QUESTIONS (FAQ) USING THE HOME LINK CHAPTER 4. VIEWING EOPF DOCUMENTS VIEWING YOUR EOPF DOCUMENTS SEARCHING FOR EOPF DOCUMENTS CHAPTER 5. WORKING WITH EOPF FORMS ADDING AN EOPF FORM EDITING AN EOPF FORM DELETING AN EOPF FORM CHAPTER 6. WORKING WITH FORM TYPES ADDING A NEW FORM TYPE DELETING A FORM TYPE ASSOCIATING A FORM TYPE WITH A NOAC ASSIGNING AND EDITING A FORM TYPE TO A FORM ASSIGNING AND EDITING A FOLDER SIDE TO A FORM TYPE COMBINATION CHAPTER 7. CONFIGURABLE SETTINGS WORKING WITH FOLDER SIDES WORKING WITH DISCLOSURE REASONS WORKING WITH EXCEPTION REASONS CHANGING THE WEB BANNER CHANGING THE EOPF WELCOME PAGE ADDING A FORM PACKAGE CHAPTER 8. EOPF SECURITY ACCESS VIEWING AND UPDATING USER INFORMATION WHO ARE YOU? VIEWING/MODIFYING ADDITIONAL ACCESS INFORMATION ADDITIONAL ACCESS TEMPLATES MANAGING EOPF USER GROUPS GRANTING ACCESS TO FUNCTIONALITY GRANTING ACCESS TO FOLDER SIDES eopf v5 Administrator Training Manual DRAFT i

4 Table of Contents CHAPTER 9. EOPF PASSWORD ADMINISTRATION UNLOCKING A USER ACCOUNT TO GENERATE NEW PASSWORDS CHAPTER 10. WORKING WITH EOPF REPORTS MANAGING REPORT ACCESS RUNNING, VIEWING AND PRINTING REPORTS AND LOGS GLOSSARY OF TERMS ACRONYMS ii eopf v5 Administrator Training Manual DRAFT

5 Chapter 1. Introduction to OPM eopf Chapter 1. Introduction to OPM eopf The Office of Personnel Management (OPM) is changing the way federal government agencies maintain and access official personnel folders (OPF). Personnel offices across the nation are changing from a paper-based personnel records system to an electronic official personnel folder (eopf) management solution. What does eopf mean to you? The eopf solution is designed to electronically store, manage, and distribute OPF documents. All current paper OPF documents are uploaded into the web-enabled eopf solution. eopf stores all OPF documents as Portable Document Format (PDF) files, complete with data describing the folder and its contents. In other words, eopf changes how HR Specialists access the OPFs of those employees they support. In addition, with OPF records being electronic files instead of paper, employee eopfs can be viewed 24 hours a day, 7 days a week. Employees are able to view their own OPFs through this eopf solution. eopf has multiple levels of access security are designed to ensure that employees are unable to change an eopf at any time, in any manner. All access for regular users is on a View Only basis. eopf security features also ensure the integrity of the eopf solution. In addition, eopf security logs and tracks every action performed within eopf. That includes sending a notification to the employee every time a new document is added to their eopf. eopf training is designed to introduce you to the eopf solution, and to familiarize you with what you may or may not do within eopf based upon your security access level. In this course we are only concerned with accessing eopf, as well as administering your agency eopf instance. This Administrator Training Manual assumes that you have a working knowledge of Microsoft Windows and the Internet. IMPORTANT! This Administrator Training Manual includes screens from the eopf solution representative of what you may see. However, your system may appear slightly different depending upon your agency s requirements. eopf v5 Administrator Training Manual DRAFT 1

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7 Chapter 2. eopf Browser and Viewer Requirements Chapter 2. eopf Browser and Viewer Requirements To access and use the eopf solution, there are two basic off-the-shelf software requirements for the user s personal computer: A web browser application Adobe Acrobat Reader 2.1 Browsers Commercially available web browsers can be used to access the eopf solution. For best results, OPM recommends using the latest version of Microsoft Internet Explorer. 2.2 The eopf Viewer The eopf solution stores documents as PDF files, which are viewed and printed using Adobe Acrobat Reader. If you do not have Adobe Acrobat Reader installed on your computer, you may download the free viewer from the Internet. eopf v5 Administrator Training Manual DRAFT 3

8 Chapter 2. eopf Browser and Viewer Requirements This page intentionally left blank. 4 eopf v5 Administrator Training Manual DRAFT

9 Chapter 3. Getting Started With eopf Chapter 3. Getting Started With eopf Before using the OPM eopf solution, you must login. Logging in requires a valid eopf ID and password. Your eopf account may be set up when your agency initially deploys eopf, or when you first become an employee. If you do not have an eopf ID and password, please contact your eopf administrator to obtain one. If you forget your password, a Request a New Password link is available on the eopf Logon page. When selected, you are prompted to answer security questions. If you answer correctly, you are allowed to reset your password. If you answer incorrectly, your information is forwarded to the helpdesk. Note: Both Single Sign On and eauthenticate initiatives are being implemented in some agencies for eopf. If activated for your agency, you no longer log directly into the eopf solution. You connect to eopf using an eauthenticate type portal instead. When Single Sign On is used, the eopf ID and password functionality are disabled. Note: Agency eopf administrators can set the number of logon failures that personnel are allowed before the user account is disabled. Typically, after three (3) consecutive failed attempts to log on to eopf, the user account is locked out as a security precaution. eopf administrators must reset the user account after the user exceeds the maximum number of failed logon attempts. To ensure data integrity and security of the OPM eopf solution, you must remember to safeguard your eopf ID and password. Some basic guidelines for maintaining your password security are as follows: Do not give your password to anyone. Do not write your password down. Do not let anyone log on with your eopf ID or password, because eopf logs and tracks all actions performed during your eopf session to your eopf ID and password. eopf v5 Administrator Training Manual DRAFT 5

10 Chapter 3. Getting Started With eopf 3.1 Logging Into eopf To log into eopf: 1. Launch the eopf application by double-clicking the OPM eopf shortcut on your desktop. The OPM Government Usage Agreement page appears with warnings and conditions for using the OPM eopf site. Note: Be sure when logging in to consider the server you are on as indicated in the lower left corner of the previous image as eopf Helpdesk 006. If a problem during your session in eopf that would require you to contact the help desk, this will assist them in working towards a resolution. Note: The eopf URL format is: https://eopf.nbc.gov/<your agency name>/ or https://eopf1.nbc.gov/<your agency name>/ Your URL is provided by your eopf point of contact. 2. Read the User Agreement, and click the Accept button. 6 eopf v5 Administrator Training Manual DRAFT

11 Chapter 3. Getting Started With eopf The eopf Logon page appears. 3. In the eopf ID field, enter your eopf ID. 4. In the Password field, enter your password. NOTE: If you are a new user, click the Request a New Password and/or Request Your eopf ID links. The Request a New Password or the Request Your eopf ID page appears allowing you to request your new password. Enter the requested information and click the Submit button. 5. Click the Submit button. If you have logged into this eopf version previously, the eopf Welcome page appears. eopf v5 Administrator Training Manual DRAFT 7

12 Chapter 3. Getting Started With eopf If this is your first time logging into eopf, the Change Your Password page displays. Note: When the Change Your Password page appears displaying a message that your password has expired, enter a new password in accordance with the password security requirements. 6. Enter your temporary password, then your desired password and click the Reset Password button. The Security Profile page displays. On the Security Profile page, you are required to answer security questions that are used to verify your identity when utilizing the Self Service feature of eopf as well as by the helpdesk. 8 eopf v5 Administrator Training Manual DRAFT

13 Chapter 3. Getting Started With eopf 7. Select six (6) unique questions and enter the corresponding answers, then click the Submit button to continue. The Rules of Behavior page displays. 8. Review the Rules of Behavior and click the Accept button to continue. The eopf Welcome page displays. Note: Your eopf Main Menu buttons may appear slightly different from the example above. The eopf Main Menu buttons are dynamically activated by your security access permissions within eopf. eopf v5 Administrator Training Manual DRAFT 9

14 Chapter 3. Getting Started With eopf 3.2 Who Am I? The OPM eopf solution allows an eopf user to get a quick and consolidated view of information about his or her user account profile. To view WhoAmI?: 1. From the eopf Main Menu, click the My Profile button. The WhoAmI? tab on the My Profile page displays by default. 2. Click the OK button to return to the eopf Welcome page. 10 eopf v5 Administrator Training Manual DRAFT

15 Chapter 3. Getting Started With eopf 3.3 Changing Your Preferences The OPM eopf solution allows you to set preferences within the application. There are two types of preferences: General Preferences and Workflow Preferences. Workflow is only accessible if you have a workflow enabled account. From the General Preferences tab, you can set your default forms list on the Search Folders page and which columns to display in the result set. To change your general preferences: 1. From the eopf Main Menu, click the My Profile button. The WhoAmI? default. tab of the My Profile page displays by 2. Click the General Preferences tab at the top of the page. The General Preferences page displays. 3. Type your desired number of rows per page in the Number of Rows per Page (Display) field. 4. Select Default Folder sides to determine the folders that display in your search results. eopf v5 Administrator Training Manual DRAFT 11

16 Chapter 3. Getting Started With eopf 5. Select Default Search Option (Forms) to determine the forms that display in your search results. 6. Select Results Display (Document) fields to determine the columns that display in your search results 7. Select Yes in the Are you using assistive technology? field only if you are using software to assist with communicating screen text. (Ex: a screen magnifier, or a screen reader). 8. Click the Apply button. The General Preferences page reappears displaying the message: User Preferences settings updated. 12 eopf v5 Administrator Training Manual DRAFT

17 Chapter 3. Getting Started With eopf 3.4 Your Address The OPM eopf solution notifies you by every time a new document is added to your eopf. Your agency provides guidance as to whether or not you can change your address. To change your address: 1. From the eopf Main Menu, click the My Profile button. The WhoAmI? default. tab of the My Profile page displays by 2. Click the Change tab at the top of the page. The Change page appears. 3. Type your address into the field provided. 4. Click the Update button. The Change page reappears displaying the following message: Address updated successfully. eopf v5 Administrator Training Manual DRAFT 13

18 Chapter 3. Getting Started With eopf 3.5 Viewing and Updating Emergency Data The OPM eopf solution allows you to enter Emergency Contact Information. Your agency provides guidance as to whether or not you can enter your Emergency Contact Information. If enabled, this information is available to your supervisor and/or HR personnel for emergency use only. To view and update emergency data: 1. From the eopf Main Menu, click the My Profile button. The WhoAmI? default. tab of the My Profile page displays by 2. Click the Emergency Data tab at the top of the page. The Emergency Data page appears. 3. Edit the desired fields, then click the Apply button. The Emergency Data page reappears displaying the message Emergency data updated successfully. 14 eopf v5 Administrator Training Manual DRAFT

19 Chapter 3. Getting Started With eopf 3.6 Managing Your eopf Password The OPM eopf solution allows you to change your password at any time. Note: The following topic is only relevant if you are using the traditional eopf Logon page requiring an eopf ID and password. As agencies implement Single Sign On and eauthenticate, the need to maintain a specific eopf ID and password will cease to exist. When you change your password, you must ensure that your new password adheres to the password requirements for eopf administrator has defined. You may be required to use a combination of the following: Minimum number of 12 characters At least one uppercase letter At least one lowercase letter At least one number At least one special character such #, $, %,^, &,( ), +, { }, [ ], ;, >, etc. To change your password: 1. From the eopf Main Menu, click the My Profile button. The WhoAmI? default. tab of the My Profile page displays by 2. Click the Change Password tab at the top of the page. The Change Password page appears. 3. Enter your current password in the Old Password field. eopf v5 Administrator Training Manual DRAFT 15

20 Chapter 3. Getting Started With eopf 4. In the New Password field, enter your new password. 5. In the Verify Password field, enter your new password again. 6. Click the Update button to update your eopf password. The Change Password page reappears displaying the message Password updated successfully. 16 eopf v5 Administrator Training Manual DRAFT

21 Chapter 3. Getting Started With eopf 3.7 Change Security Questions The OPM eopf solution allows you to manually change your security questions at any time. To change your security questions: 1. From the eopf Main Menu, click the My Profile button. The WhoAmI? default. tab of the My Profile page displays by 2. Click the Change Security Questions tab at the top of the page. The Change Security Questions page appears. 3. Select the security question(s) you would like to change by clicking the appropriate drop-down list. Once you select your new security question(s), type the correct answer in the box to the right of the question. 4. Click the Update button to update your security questions. The Change Security Questions page reappears displaying the message Security Questions updated successfully. eopf v5 Administrator Training Manual DRAFT 17

22 Chapter 3. Getting Started With eopf 3.8 Accessing Online Help The OPM eopf solution allows you to access on-line help for just in time tutorial or refresher training. To access online help: 1. Click the Help link in the upper right corner of an eopf page. 2. Search to locate information about eopf functionality and procedures. 18 eopf v5 Administrator Training Manual DRAFT

23 Chapter 3. Getting Started With eopf 3.9 Accessing Frequently Asked Questions (FAQ) The OPM eopf solution provides answers to frequently asked questions on its FAQ page. To access the FAQ page: 1. Click on the FAQ link in the upper right corner of an eopf page. 2. Browse the FAQ page to learn answers to the questions most people are asking. You could get answers to questions similar to the following: What is the OPM eopf solution? What eopf questions do people ask most often? What is new in eopf? What kinds of technical issues may I encounter? Who do I call when I need help with eopf? eopf v5 Administrator Training Manual DRAFT 19

24 Chapter 3. Getting Started With eopf 3.10 Using the Home Link The OPM eopf solution allows you to return to the eopf Welcome page by clicking the Home link in the upper right corner of any eopf page. To return to the eopf Welcome page: 1. Click on the Home link in the upper right corner of an eopf page. 20 eopf v5 Administrator Training Manual DRAFT

25 Chapter 4. Viewing eopf Documents Chapter 4. Viewing eopf Documents eopf organizes and manages personnel documents within an electronic folder. All Federal government employees have an eopf with all of their personnel documents organized in the same manner as the traditional OPF. eopf v5 Administrator Training Manual DRAFT 21

26 Chapter 4. Viewing eopf Documents 4.1 Viewing Your eopf Documents To view eopf documents: 1. Log on to the OPM eopf solution. 2. Click the My eopf button to access your eopf. The My eopf page displays. My eopf lists your documents starting with the most recent effective date. My eopf Search allows you to narrow your search results by identifying specific documents or folder sides in your own eopf. Note: If the eopf user is a contractor, the contractor does not have access to the My eopf button. 22 eopf v5 Administrator Training Manual DRAFT

27 Chapter 4. Viewing eopf Documents 3. Click the Form Number link or the View icon in the row of the document that you want to view. A download box prompts you to open or save the document. 4. Click the Open button when the download is complete. Adobe Acrobat Reader is opened and the selected document is displayed. 5. Click the Close button when finished viewing the document and return to eopf. Note: Every time an eopf document is viewed, that action is logged electronically. eopf v5 Administrator Training Manual DRAFT 23

28 Chapter 4. Viewing eopf Documents 4.2 Searching For eopf Documents Additional permissions provide the added capability to search for documents in the eopf of employees you support. eopf search capabilities allow you to search and filter the search results according to your particular document requirements. You should try searching using different search criteria to learn how to locate desired documents in the manner that is most efficient for you. To search for eopf documents: 1. Click the Search eopf button. The Search Folders page opens. Note: eopf has wildcard characters to filter searches. The % sign represents multiple characters; the _ represents a single character. For example: A% returns anything that starts with the letter A (e.g. AA, AAA, ABA, ABC, etc.). 1% returns 11, 123, 1234, 12345, etc. A_ returns anything that starts with the letter A, plus one additional character (e.g. AA, AB, etc.). 1_ returns 11, 12, 13, 14, 15, etc. 2. Enter search criteria for particular eopf document(s) and click the Search button. 24 eopf v5 Administrator Training Manual DRAFT

29 Chapter 4. Viewing eopf Documents The Search Results page appears. 3. Select a reason for viewing a document from the Reason drop-down list. 4. Click the Open icon or the SSN link in the row of the folder that you want to view to display the documents in the chosen folder. 5. Click the Form Number link or the View icon in the row of the document that you want to view. eopf v5 Administrator Training Manual DRAFT 25

30 Chapter 4. Viewing eopf Documents This page intentionally left blank. 26 eopf v5 Administrator Training Manual DRAFT

31 Chapter 5. Working With eopf Forms Chapter 5. Working With eopf Forms As eopf administrators, you are responsible for creating and maintaining personnel forms for HR Specialists throughout your personnel service center and/or region. You add all personnel forms that have been approved for addition to your agency eopf. As such, you need to know how to add, edit and if necessary, delete form information used during both searches and indexing. The OPM eopf solution uses indexing information to identify eopf forms and documents. When identifying new forms, it is essential that you identify these forms in terms that HR staff are familiar with, and are expecting to see when they search for forms. Your agency rules and regulations provide initial guidance on eopf forms maintenance. eopf v5 Administrator Training Manual DRAFT 27

32 Chapter 5. Working With eopf Forms 5.1 Adding An eopf Form Many forms have already been identified for your OPM eopf solution. However, HR Specialists may request that a new form be added. As an eopf administrator, you are able to add new forms approved for addition to the eopf database. To add an eopf form: 1. From the eopf Main Menu, click the App Admin button. The Forms tab of the App Admin page displays by default. 2. Click the Insert button to add a new form. A window displays to define the new form. Note: 3. Complete each field to define the new form. Add the Form Description, Title, and any additional appropriate information. Click the Save button. A message displays stating Form XXXX is added successfully. Forms you wish to add to your eopf instance should first be sent to and reviewed by the EHRI PMO. 28 eopf v5 Administrator Training Manual DRAFT

33 Chapter 5. Working With eopf Forms 5.2 Editing An eopf Form The OPM eopf solution enables eopf administrators to edit and update form descriptions as required. Updated descriptions are available to users within seconds. Note: Any item labeled eopf STD in an Added By column cannot be changed. These items are maintained by OPM as standard form types for all eopf agencies. To edit a form: 1. From the eopf Main Menu, click the App Admin button. The Forms tab of the App Admin page displays by default. 2. Locate the form and click the Edit link. Note: eopf has wildcard characters to filter searches. The % sign represents multiple characters; the _ represents a single character. For example: A% returns anything that starts with the letter A (e.g. AA, AAA, ABA, ABC, etc.). 1% returns 11, 123, 1234, 12345, etc. A_ returns anything that starts with the letter A, plus one additional character (e.g. AA, AB, etc.) 1_ returns 11, 12, 13, 14, 15, etc. The Edit Form window displays. 3. Make the necessary edits and click the Update button. The Forms page reappears displaying the message Form ID #XXXX is updated successfully. eopf v5 Administrator Training Manual DRAFT 29

34 Chapter 5. Working With eopf Forms 5.3 Deleting An eopf Form If you need to delete a form that is no longer required or used, you may delete the form as easily as it was created. Always verify whether the entire form or particular pages need to be deleted. Keep in mind, that any form that has a document in eopf that is indexed to that form cannot be deleted. This ensures that any form currently in use in eopf is not removed. eopf displays an error message directing that the document be re-indexed before deleting the specified form. Deleting the form does not delete any eopf documents. Note: Any item labeled eopf STD in an Added By column cannot be changed. These items are maintained by OPM as standard form types for all eopf agencies. To delete a form: 1. From the eopf Main Menu, click the App Admin button. The Forms tab of the App Admin page displays by default. 2. Locate the form and click the Delete link. The confirmation pop-up box appears. 3. Click the OK button. The Forms page reappears displaying the message Form ID #XXXX is deleted successfully. 30 eopf v5 Administrator Training Manual DRAFT

35 Chapter 6. Working With Form Types Chapter 6. Working With Form Types Another responsibility you have as an eopf administrator is to define different form types. A form has one or more form types assigned to it. Each form type identifies the particular document s role or how it is used. In most cases, only one form type is associated with a particular form. For example, a TSP 1 Form has only one form type, Benefits. On the other hand, the SF 50 has many form types. Different form types are associated with the various actions or Nature of Action Codes (NOAC). As with the Form Description, the type description can be used as a filter to search for documents within an eopf. For example, an SF 50 is a specific form. Some of the form types associated with an SF 50 are Promotion, Within-Grade Increase, Career Appointment, Change of Status, etc. Each of these types of usage is associated with a specific NOAC. eopf v5 Administrator Training Manual DRAFT 31

36 Chapter 6. Working With Form Types 6.1 Adding A New Form Type eopf is deployed with a catalog of form types that have been defined by OPM. A form type is either a specific Nature of Action (NOA), or it is one of nine (9) common categories. These categories are: Employee, Performance, Benefits, Investigations/Security Clearance, Payroll, Personnel Action/Support Doc, Position, Training or Exception. The Exception form type is used to identify documents that for some reason cannot be assigned a proper form type. An example is an SF 50 with a NOA Code that is not valid. The form is known, but the form type is not. In this instance, a document would be indexed with an Exception form type. On occasion an eopf administrator may have to add new eopf form types. To add a new form type: 1. From the eopf Main Menu, click the App Admin button. The Forms tab of the App Admin page displays by default. 2. Click the Form Type tab. The Form Types page appears. 3. Click the Insert button. The Insert Form Type window displays. 4. Enter a Form Type Description. 32 eopf v5 Administrator Training Manual DRAFT

37 Chapter 6. Working With Form Types 5. Enter a NOA Code if applicable. If a NOAC is used, enter the Effective From Date. 6. Enter the Effective To Date if you know the length of time the NOAC is valid. Leave Effective To Date blank if the NOAC does not have an effective end date. 7. Click the Save button. The Form Types page reappears. eopf v5 Administrator Training Manual DRAFT 33

38 Chapter 6. Working With Form Types 6.2 Deleting A Form Type An occasion may arise where the eopf administrator may need to delete a form type. Note: Any item labeled eopf STD in an Added By column cannot be changed. These items are maintained by OPM as standard form types for all eopf agencies. To delete a form type: 1. From the eopf Main Menu, click the App Admin button. The Forms tab of the App Admin page displays by default. 2. Click Form Type tab. The Form Types page appears. 3. Locate the form by entering a Description and/or NOA code, then click the Apply button. A list of Form Types meeting the selected criteria displays. 34 eopf v5 Administrator Training Manual DRAFT

39 Chapter 6. Working With Form Types 4. Click the Delete link next to the Form Type you wish to delete. The OPM eopf solution verifies that the selected form type is not assigned to a document. If it is assigned to an eopf document, an error message is displayed in red at the top of the Form Types page stating Selected Form Type can't be removed from eopf because it is linked to a Form. Please remove this link before attempting to remove it from eopf. If the form type is not currently in use, a delete confirmation pop-up box appears. 5. Click the OK button. The Form Types page refreshes and the Form Type that was deleted no longer displays. eopf v5 Administrator Training Manual DRAFT 35

40 Chapter 6. Working With Form Types 6.3 Associating A Form Type With A NOAC Every SF 50 form type is associated with a NOAC. The OPM Guide for Processing Personnel Actions (GPPA) associates a numeric code with each NOA. The NOAC helps eopf interpret the data from the eopf SF 50 data feeds to facilitate additional NOAC indexing to further filter eopf searching. eopf uses OPM s form type descriptions. A NOAC can only be associated with one particular form type at any given time. To associate a form type with a NOAC: 1. From the eopf Main Menu, click the App Admin button. The Forms tab of the App Admin page displays by default. 2. Click the Form Type tab. The Form Types page appears. 3. Locate the form by entering a Description and/or NOA code, then click the Apply button. A list of Form Types meeting the selected criteria displays. 36 eopf v5 Administrator Training Manual DRAFT

41 Chapter 6. Working With Form Types 4. Click the Edit link associated with the form type. The Edit Form Types window appears. 5. Enter the desired NOAC in the NOA Code field. 6. Enter the Effective From Date and Effective To Date, if known. 7. Click the Update button. The Form Types page reappears displaying the message Form Type ID #XXXX is updated successfully. Note: The Form Type ID is assigned by eopf. eopf v5 Administrator Training Manual DRAFT 37

42 Chapter 6. Working With Form Types 6.4 Assigning and Editing a Form Type to a Form This is the process of linking a form and form type together. This is done so that during searches and indexing the user is provided only valid combinations of forms and types. To assign a form type to a form: 1. From the eopf Main Menu, click the App Admin button. The Forms tab of the App Admin page displays by default. 2. Click the Assign Type/Sides to Form tab. The Assign Type/Sides page appears. 3. Locate the form by entering a Description and/or Title, then click the Apply button. A list of forms meeting the selected criteria displays. 4. Click the Form Types link associated with the form. 38 eopf v5 Administrator Training Manual DRAFT

43 Chapter 6. Working With Form Types The Assign Form Type > View/Edit Avail Form Types for Form page appears. 5. Select the appropriate checkboxes and click the Save button located at the bottom of the list. The Assign Form Type > View/Edit Avail Form Types for Form page reappears displaying the message Form Type(s) assigned to Form ::: XXXX successfully. 6. To exit the Assign Form Type > View/Edit Avail Form Types for Form page without saving your changes, click the Cancel at the bottom of the list. button located eopf v5 Administrator Training Manual DRAFT 39

44 Chapter 6. Working With Form Types 6.5 Assigning and Editing a Folder Side to a Form Type Combination The OPM eopf solution allows eopf administrators to set a folder side on which a particular form and form type combination belongs. For example, an SF 50 with a form type of Pay Adjustment goes to the Permanent folder side. This is done so that during indexing, the user is provided a default folder side for the form type. The document may be filed in a folder side other than the default, as long as the form type is not an eopf standard. To assign a folder side to a form type: 1. From the eopf Main Menu, click the App Admin button. The Forms tab of the App Admin page displays by default. 2. Click the Assign Types/Sides to Form tab. The Assign Types/Sides page appears. 3. Locate the form by entering a Description and/or Title, then click the Apply button. 40 eopf v5 Administrator Training Manual DRAFT

45 Chapter 6. Working With Form Types A list of forms meeting the selected criteria displays. 4. Click the Folder Sides link associated with the desired form. The Assign Default Folder Side & Side-By-Side ID for Form/Type combination page appears. Each form is listed along with a type description, default folder side, and side-by-side form ID. Forms may not have a side-by-side form ID. 5. Click the Insert button. The Assign Default Folder Side & Side-by-Side for Form/Type Combination window displays. eopf v5 Administrator Training Manual DRAFT 41

46 Chapter 6. Working With Form Types 6. From the drop down menus, choose the Type Description and Folder Side, and click the Save button. The Assign Default Folder Side & Side-By-Side ID for Form/Type combination page reappears displaying the message Folder Side & Side- By-Side selection are added to form successfully. 7. Click the Edit link if updating a form/type combination to change the Folder Side. 8. To exit the Assign Default Folder Side & Side-By-Side ID for Form/Type combination page, click the Cancel button located at the bottom of the list or click on one of the eopf Main Menu buttons. 42 eopf v5 Administrator Training Manual DRAFT

47 Chapter 7. Configurable Settings Chapter 7. Configurable Settings The configurable settings tabs allow the eopf administrator to create folder sides, disclosure reasons, exception reasons, web banner text, welcome page text and form packages. 7.1 Working With Folder Sides Virtual folder sides can be defined by the agency to help organize and/or group documents within eopf. Each document in eopf must be filed on a specific folder side. Many of the forms have default folder sides already defined within the OPM eopf solution. OPM defined folder sides cannot be changed. However, eopf administrators can add additional folder sides for filing agency specific forms. Once a folder side has an assigned document, that folder side cannot be edited or deleted. To add, modify or delete folder sides: 1. From the eopf Main Menu, click the App Admin button. The Forms tab of the App Admin page displays by default. 2. Click the Folder Sides tab at the top of the page. eopf v5 Administrator Training Manual DRAFT 43

48 Chapter 7. Configurable Settings The Folder Sides page appears. 3. To add a folder side, click the Insert button. 44 eopf v5 Administrator Training Manual DRAFT

49 Chapter 7. Configurable Settings The Insert Folder Side window displays. 4. Enter text in the field and click the Save button. The Folder Sides page reappears displaying the message Folder side is Successfully added. Important Note: Once a folder side is created, it must be assigned to a group to become visible to users. Click the User Admin button, then the Security Access tab. Select a group, and check the new folder side to make it available to the selected group. 5. To modify a folder side, click the Edit link next to the folder side. eopf v5 Administrator Training Manual DRAFT 45

50 Chapter 7. Configurable Settings The Edit Folder Side window displays. 6. Modify the text and click the Update button. The Folder Sides page reappears displaying the message Folder side is Successfully updated. 7. To delete a folder side, click the Delete link associated with the folder side. The confirmation pop-up box appears. 8. Click the OK button. The Folder Sides page reappears displaying the message Successfully DELETED Folder side. 46 eopf v5 Administrator Training Manual DRAFT

51 Chapter 7. Configurable Settings 7.2 Working With Disclosure Reasons Users granted access to view other employees folders must enter a reason they are viewing the folder. These disclosure reasons are logged each time you view someone else s eopf. eopf administrators have the capability to add, modify, or delete the disclosure reason provided in a drop-down list for the eopf user. To add, modify, or delete a disclosure reason: 1. From the eopf Main Menu, click the App Admin button. The Forms tab of the App Admin page displays by default. 2. Click the Disclosure Reasons tab at the top of the page. The Disclosure Reasons page appears. 3. To add a disclosure reason, click the Insert button. The Insert Disclosure Reason window displays. 4. Enter the reason in the Disclosure Reason field and click the Save button. eopf v5 Administrator Training Manual DRAFT 47

52 Chapter 7. Configurable Settings The Disclosure Reasons page reappears displaying the message Disclosure Reason is added successfully. 5. To modify a disclosure reason, click the Edit link next to the disclosure reason. The Edit Disclosure Reason window displays. 6. Modify the text and click the Update button. The Disclosure Reasons page reappears displaying the message Disclosure Reason is updated successfully. 7. To delete a disclosure reason, click the Delete link associated with the disclosure reason. The confirmation pop-up box appears. 8. Click the OK button. The Disclosure Reasons page reappears displaying the message Disclosure Reason is DELETED successfully. 48 eopf v5 Administrator Training Manual DRAFT

53 Chapter 7. Configurable Settings 7.3 Working With Exception Reasons When adding a document to an eopf, users may need to index the document with a form type of Exception. The Exception form type is used when the information on a document is inaccurate or unavailable. When using the Exception form type, users can select a predefined exception reason, or add free text to explain the document problem. eopf administrators have the capability to add, modify or delete the exception reason provided in a drop-down list for the eopf user. To add, modify, or delete an exception reason: 1. From the eopf Main Menu, click the App Admin button. The Forms tab of the App Admin page displays by default. 2. Click the Exception Reasons tab at the top of the page. The Exception Reasons page appears. 3. To add an exception reason, click the Insert button. The Insert Exception Reason window displays. eopf v5 Administrator Training Manual DRAFT 49

54 Chapter 7. Configurable Settings 4. Enter the text in the textbox and click the Save button. The Exception Reasons page reappears displaying the message Exception Reason is added successfully. 5. To modify an exception reason, click the Edit link next to the exception reason. The Edit Exception Reason window displays. 6. Modify the text and click the Update button. The Exception Reasons page reappears displaying the message Exception Reason is updated successfully. 7. To delete an exception reason, click the Delete link associated with the exception reason. The confirmation pop-up box appears. 8. Click the OK button. The Exception Reasons page reappears displaying the message Exception Reason is DELETED successfully. 50 eopf v5 Administrator Training Manual DRAFT

55 Chapter 7. Configurable Settings 7.4 Changing The Web Banner The web banner is a message that appears on the eopf Logon page. The eopf administrator can create or modify this message at any time, and the new message appears from that point forward for all users logging into the OPM eopf solution. To change the web banner: 1. From the eopf Main Menu, click the App Admin button. The Forms tab of the App Admin page displays by default. 2. Click the Additional Config tab at the top of the page. The Additional Configuration page appears. 3. Enter the message that you wish to appear on the eopf Logon page. 4. Click the Save button. The Additional Configuration page reappears displaying the message Web Banner and Supervisor Access Settings Updated Successfully. Note: The web banner on the eopf Logon page is configurable by eopf instance, so employees only see the banner for their particular eopf instance. eopf v5 Administrator Training Manual DRAFT 51

56 Chapter 7. Configurable Settings 7.5 Changing The eopf Welcome Page The eopf Welcome page allows the eopf administrator to enter or modify some of the content seen by users once they log into the OPM eopf solution. To change the eopf Welcome page: 1. From the eopf Main Menu, click the App Admin button. The Forms tab of the App Admin page displays by default. 2. Click the eopf Welcome Page tab at the top of the page. The eopf Welcome Page appears. 3. Enter the message(s) that you wish to appear on the eopf Welcome Page. 4. Enter the Welcome URL that you wish to appear on the eopf Welcome Page. 5. Enter the URL link that you wish to appear on the eopf Welcome Page. Make sure the Visible checkbox is checked. Uncheck the Visible checkbox if you do not want to display a URL link. 6. Click the Save button. The eopf Welcome Page reappears displaying the message Welcome Screen and URL settings updated successfully. Note: The information on the eopf Welcome Page is configurable by eopf instance, so employees only see the information for their particular eopf instance. 52 eopf v5 Administrator Training Manual DRAFT

57 Chapter 7. Configurable Settings 7.6 Adding A Form Package eopf administrators may create a predefined search for specific types of forms or documents using a Form Package. HR Specialists may typically conduct pre-retirement records audits or search folders in preparation for a Reduction-in-Force (RIF). Both of these are good examples of a Form Package. HR Specialists can quickly search for documents meeting the criteria for a particular Form Package. To add a form package: 1. From the eopf Main Menu, click the App Admin button. The Forms tab of the App Admin page displays by default. 2. Click the Form Pkgs tab. The Form Packages page appears. 3. Click the Add New Package button. The Add New Package window displays. eopf v5 Administrator Training Manual DRAFT 53

58 Chapter 7. Configurable Settings 4. Type the desired name and click the Save button. The Form Packages page reappears displaying the message Package name XXXX is added successfully. 5. Add forms to the new form package by clicking the Insert button. The Insert a Form into a Form Package window displays. 6. Select the Package Name, Form Description, and Form Occurrence from the drop-down lists and click the Save button. The Form Packages page reappears displaying the message Package is added successfully. 54 eopf v5 Administrator Training Manual DRAFT

59 Chapter 8. eopf Security Access Chapter 8. eopf Security Access eopf accounts are linked to the appropriate employee record by SSN. Employee records are created based on information that eopf obtains from automated employee data feeds from an agency s HR system. eopf allows eopf administrators to create new users and update users records. eopf v5 Administrator Training Manual DRAFT 55

60 Chapter 8. eopf Security Access 8.1 Viewing And Updating User Information To view and update user information: 1. From the eopf Main Menu, click the User Admin button. The User Manager tab of the User Admin page displays by default. 2. Using the filters at the top of the page, search for a specific user or group of users, and click the Search button. The User Manager page reappears with the desired information displayed. 3. Click the Details link. 56 eopf v5 Administrator Training Manual DRAFT

61 Chapter 8. eopf Security Access The User Manager page appears with the user s information. 4. To designate a user as available, click the User is Available checkbox. The User is Available checkbox means that the user has access to the eopf system and can log on. 5. To designate the user as active in workflow, click the User is Active in WF checkbox. The User is Active in WF checkbox means the user is performing workflow activities. 6. To designate folder status, select a status from the Folder Status drop-down list. An employee folder must have one of three statuses: ACTIVE: The folder is actively receiving new documents. INACTIVE: The folder is closed to new documents and waiting archival. No eopf: An eopf user (e.g., contractor, investigator, etc.) who does not have a folder. Note: To create an empty folder for a user, check the Create a Folder checkbox when adding a new user. Otherwise, folders are automatically created for employees who are added to eopf through the agency's automated employee data feed. eopf v5 Administrator Training Manual DRAFT 57

62 Chapter 8. eopf Security Access 7. Click the Groups button. 8. Select the desired groups listed in the Available Groups list and click the Assign button to move the selected groups to the Current Groups list. 58 eopf v5 Administrator Training Manual DRAFT

63 Chapter 8. eopf Security Access Important Note: To add documents, modify documents, delete documents, or modify document index information, an HR Specialist must be a member of the eopf_doc_mgmt group. To purge documents from the eopf repository, a user must be a member of the eopf_purge group. Any user that is performing admin functions must be a member of an admin group. 9. When you finish editing the information, click the Save button. The User Manager page reappears with a message stating User Info updated successfully. eopf v5 Administrator Training Manual DRAFT 59

64 Chapter 8. eopf Security Access 8.2 Who Are You? The WhoAreYou? feature allows an eopf administrator to get a read-only view of information about the selected account. To view WhoAreYou?: 1. From the eopf Main Menu, click the User Admin button. The User Manager page displays by default. 2. Using the filters at the top of the page, search for a specific user or group of users, and click the Search button. The User Manager page reappears with the desired information displayed. 3. Click the WhoAreYou? link next to the user record that you would like to view. 60 eopf v5 Administrator Training Manual DRAFT

65 Chapter 8. eopf Security Access The WhoAreYou? window displays information for the selected user. 4. Click the Close button when finished viewing the information to return to the User Manager page. eopf v5 Administrator Training Manual DRAFT 61

66 Chapter 8. eopf Security Access 8.3 Viewing/Modifying Additional Access Information eopf administrators can define and modify additional access to specific groups or individual eopfs using PO IDs, organizational units, activities, and/or individual SSN of employees. Access may also be excluded. Exclusion conditions always override included access. When an employee changes positions, the access information may need to be changed. To view additional access information: 1. From the eopf Main Menu, click the App Admin button. The Forms tab of the App Admin page displays by default. 2. Click the Additional Access tab. The Additional Access page appears. 3. Type your search criteria, and click the Search button. The Additional Access page reappears displaying a list of users matching the search criteria entered. 62 eopf v5 Administrator Training Manual DRAFT

67 Chapter 8. eopf Security Access 4. Click the Show Rights link to review the rights of a user. Additional access details for the selected user display. eopf v5 Administrator Training Manual DRAFT 63

68 Chapter 8. eopf Security Access To modify additional access information: 1. From the eopf Main Menu, click the App Admin button. The Forms tab of the App Admin page displays by default. 2. Click the Additional Access tab. The Additional Access page appears. 3. Type your search criteria, and click the Search button. The Additional Access page reappears displaying a list of Users matching the search criteria entered. 4. Click the Show Rights link to review the rights of a user. 64 eopf v5 Administrator Training Manual DRAFT

69 Chapter 8. eopf Security Access Additional access details for the selected user display. 5. To assign additional rights, click the Insert button. The Insert Additional Access Rights window displays. 6. Enter a combination of the PO ID (mandatory), Org Code and/or Activity Code, a specific SSN and if applicable, an Effective From Date and Effective To Date in the designated fields, and click the Save button. The Additional Access page reappears displaying the message Additional Access Rights Added successfully. eopf v5 Administrator Training Manual DRAFT 65

70 Chapter 8. eopf Security Access 7. Optional: To assign additional rights using a template, select a template from the Access Template drop-down list and click the Apply Template button. The Additional Access page reappears with the updated information displayed. 8. To delete rights assigned to the user, click the Delete link on the row. The confirmation pop-up box appears. 9. Click the OK button. The Additional Access page reappears displaying the message Access DELETED successfully. 66 eopf v5 Administrator Training Manual DRAFT

71 Chapter 8. eopf Security Access 8.4 Additional Access Templates Additional access templates allow an eopf administrator to create a template of access rights that can be applied to one or more users. Templates are only used to quickly populate user privileges. User privileges populated using templates are not affected if the template is changed or deleted. To create an additional access template: 1. From the eopf Main Menu, click the App Admin button. The Forms tab of the App Admin page displays by default. 2. Click the Additional Access Templates tab. The Additional Access Templates page appears. 3. Click the Add New button. The Additional Access Template page reappears with a textbox for a template name to be entered. 4. Enter the template name and click the Save button. The new template is added to the Access Template drop-down list and is ready to be populated with criteria. 5. Click the Insert button eopf v5 Administrator Training Manual DRAFT 67

72 Chapter 8. eopf Security Access The Insert Access Rights window displays. 6. Enter a combination of the PO ID (mandatory), Org Code and/or Activity Code or a specific SSN, and if applicable an Effective From Date and Effective To Date in the designated fields, and click the Save button. 68 eopf v5 Administrator Training Manual DRAFT

73 Chapter 8. eopf Security Access The Additional Access Templates page reappears displaying the message Access Rights Added successfully. 7. Optional: To exclude rights, or block access to a particular eopf, POID, Org code or Activity Code, click the Edit link. The Edit Additional Access Rights window displays. 8. Select the Exclude? checkbox, then click the Save button. The Additional Access Templates page reappears displaying the message Access Rights Updated successfully. eopf v5 Administrator Training Manual DRAFT 69

74 Chapter 8. eopf Security Access 8.5 Managing eopf User Groups Each agency may define and load security groups and routing groups into eopf because agencies may assign business processes differently from each other. Certain user security groups cannot be altered as they are part of a set of restricted user security groups that eopf must use based on standards established by OPM. To manage eopf user groups: 1. From the eopf Main Menu, click the User Admin button. The User Manager tab of the User Admin page displays by default. 2. Click the User Group Manager tab at the top of the page. The Security Groups table of the User Group Manager page displays by default. From this page, you can work with either Security Groups or Routing Groups: Routing Groups: User groups typically used to group people and assign them to a workflow task. Security Groups: User groups that can be used to assign people to a workflow task; however, is typically used to assign security to users. 3. To add a user security group, click the Insert button. 70 eopf v5 Administrator Training Manual DRAFT

75 Chapter 8. eopf Security Access The Insert eopf Security/Routing User Group window displays. The Security User Group is selected by default. 4. Enter the desired Group Name, and click the Save button. The User Group Manager page displays listing the available Security Groups with a message stating XXXX successfully added to Security Groups. 5. Optional: To add a user to a Routing Group, click the Insert button. 6. The Insert eopf Security/Routing User Group window displays. 7. The Security User Group is selected by default. Select Routing User Group and enter the desired group name, then click the Save button. The User Group Manager page displays with the eopf Routing Groups listed and a message stating XXXX successfully added to Routing Groups. eopf v5 Administrator Training Manual DRAFT 71

76 Chapter 8. eopf Security Access 8. To edit a user group, click the Edit link next to the user group. The Update eopf User Group window displays. 9. Modify the text and click the Save button. The User Group Manager page reappears displaying the message Group name is successfully updated. 10. To delete a user group, click the Delete link associated with the user group. The confirmation pop-up box appears. 11. Click the OK button. The User Group Manager page reappears displaying the message Group is successfully DELETED. 72 eopf v5 Administrator Training Manual DRAFT

77 Chapter 8. eopf Security Access To view details of eopf user groups: 1. From the eopf Main Menu, click the User Admin button. The User Manager tab of the User Admin page displays by default. 2. Click the User Group Manager tab at the top of the page. The Security Groups table of the User Group Manager page displays by default. 3. Click the Detail link. eopf v5 Administrator Training Manual DRAFT 73

78 Chapter 8. eopf Security Access The User Group Manager Details page appears. 4. Enter the filter criteria and click the Filter button. 74 eopf v5 Administrator Training Manual DRAFT

79 Chapter 8. eopf Security Access The page reappears showing the Available Users and Current Users based on the criteria entered. 5. To assign or unassign users to the selected group, click on the user(s) name and click either the Assign button. button or the Unassign 6. Click the Save button. The User Group Manager Details page reappears displaying the message Group Info updated successfully. eopf v5 Administrator Training Manual DRAFT 75

80 Chapter 8. eopf Security Access 8.6 Granting Access To Functionality In order to grant access to functionality, you must choose a group and assign functional permissions to the group. Group access can be granted both to functions and tabs within those functions. To grant access to functionality: 1. From the eopf Main Menu, click the User Admin button. The User Manager tab of the User Admin page displays by default. 2. Click the Security Access tab at the top of the page. The Security Access page appears. 3. Select the group from the Select Group drop-down list and click the Show Access Details button. 76 eopf v5 Administrator Training Manual DRAFT

81 Chapter 8. eopf Security Access The Available Functions and Available Folder Sides page appears. 4. Under the Available Function Descriptions list, click the Edit link next to the function that you would like to view/edit. eopf v5 Administrator Training Manual DRAFT 77

82 Chapter 8. eopf Security Access The Edit Function Access window appears. 5. Check the box in the Selected column to enable the main level function. To disable the function entirely, uncheck the function. Check or uncheck the box in the Selected column to enable or disable the corresponding tabs. Note: If a function does not contain individual tabs, the Tabs Enabled value is N/A. Functions that have tabs have a Tabs Enabled value of None, Some, or All. 6. Click the Save button. The Available Functions and Available Folder Sides page reappears displaying the message Security Access Updated Successfully. 78 eopf v5 Administrator Training Manual DRAFT

83 Chapter 8. eopf Security Access 8.7 Granting Access to Folder Sides In order to grant access to a folder side, you must choose a group and assign folder side access to the group. To grant access to folder sides: 1. From the eopf Main Menu, click the User Admin button. The User Manager tab of the User Admin page displays by default. 2. Click the Security Access tab at the top of the page. The Security Access page appears. 3. Select the group from the Select Group drop-down list, and click the Show Access Details button. eopf v5 Administrator Training Manual DRAFT 79

84 Chapter 8. eopf Security Access The Available Functions and Available Folder Sides page appears. 4. Under the Available Folder Side Descriptions list, check or uncheck the box in the Selected column next to the folder side(s) to be made available or unavailable for the selected group. 5. Click the Save button. The Available Functions and Available Folder Sides page reappears displaying the message Security Access Updated Successfully. 80 eopf v5 Administrator Training Manual DRAFT

85 Chapter 9. eopf Password Administration Chapter 9. eopf Password Administration eopf administrators can use the Password Administration page to reset a user s password, or manually unlock an account. eopf administrators can view the user s account and the security questions answered by the user. The security questions can be used to validate that the eopf administrator is talking to the correct individual prior to making changes to the user account. eopf v5 Administrator Training Manual DRAFT 81

86 Chapter 9. eopf Password Administration 9.1 Unlocking A User Account To unlock a user account: 1. From the eopf Main Menu, click the Pwd Admin button. The Password Administration page appears. 2. Type the desired search criteria, and click the Search button. The Password Administration page reappears with results. 3. Click the Details link. 82 eopf v5 Administrator Training Manual DRAFT

87 Chapter 9. eopf Password Administration The Password Administration page appears with user s information. 4. Optional: Click the Groups button to verify which User Groups the user has access to, or click the Security Questions button for additional verification that the user matches the account you are viewing. After verifying the security questions, click the General button. 5. Check the User is Available checkbox to unlock the account. 6. Click the Save button. The Password Administration page reappears displaying the message User Info updated successfully. eopf v5 Administrator Training Manual DRAFT 83

88 Chapter 9. eopf Password Administration 9.2 To Generate New Passwords To generate new passwords: 1. From the eopf Main Menu, click the Pwd Admin button. The Password Administration page appears. 2. Type the desired search criteria, and click the Search button. The Password Administration page reappears with results. 3. Select the checkbox associated with the employee(s) for whom you would like to generate a new password. 4. Click the View Passwords button above the results to generate a PDF file. A download box prompts you to open or save the document. 84 eopf v5 Administrator Training Manual DRAFT

89 Chapter 9. eopf Password Administration 5. Click the Open button to view the new passwords for each user. A letter is generated detailing the password for the selected user(s). eopf v5 Administrator Training Manual DRAFT 85

90 Chapter 9. eopf Password Administration This page intentionally left blank. 86 eopf v5 Administrator Training Manual DRAFT

91 Chapter 10. Working With eopf Reports Chapter 10. Working With eopf Reports The eopf system allows HR Specialists and eopf administrators to run, view, print, and export standardized reports. System administrators have the capability to configure which reports are available in eopf. Reports are real time data analysis of eopf users, records, and system usage. The eopf administrator creates and defines the various reports HR Specialists can run, view, print, and export if needed. There are two groups of reports in the standard eopf solution: Document Access and System Access. Document Access provides reports listing the types of actions taken on eopf documents, by whom and when. System Access provides detailed information about who accessed the eopf system and when. Before running a report, the user must enter search criteria to limit the search results to a manageable report size. There is a 5000 row limit for report results. There is a 150 page limit for PDF output of reports (there is no page limit for CSV/Excel output). eopf v5 Administrator Training Manual DRAFT 87

92 Chapter 10. Working With eopf Reports 10.1 Managing Report Access To manage report access: 1. From the eopf Main Menu, System Admin button. The Volume Manager page displays by default. Note: Do NOT edit or delete ANY of the configuration settings under Volume Management. This is to be used by the EHRI Operations team only. 2. Click the Reports Management tab. The Reports Management page displays. 3. Click the Edit link next to the report you would like to view/edit. The Reports Access Maintenance window appears. 88 eopf v5 Administrator Training Manual DRAFT

93 Chapter 10. Working With eopf Reports 4. Check or uncheck the boxes in the Selected column to enable or disable access to the corresponding report. 5. Click the Save button. The Reports Management page displays with a message Report Access Updated Successfully. eopf v5 Administrator Training Manual DRAFT 89

94 Chapter 10. Working With eopf Reports 10.2 Running, Viewing And Printing Reports And Logs HR Specialists and administrators may view and print reports on demand. The procedure is the same for viewing any type of report. To run, view and/or print an eopf report: 1. From the eopf Main Menu, click the Reports button. The Document Access tab of the Reports page displays by default. 2. Select the desired report from the Reports drop-down list, and input report filters. 3. Click the Submit Request button. A message displays Report request (#) is submitted successfully. You may continue to submit other report requests. 4. To view your report once it has been generated, click Report Status tab. The Report Status page displays. 90 eopf v5 Administrator Training Manual DRAFT

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