1 Washington Headquarters Services Mass Transportation Benefit Program (MTBP) Web Application Agency Mass Transportation Benefit Program Reviewing Official (AMTBRO) User Guide May 2012 Version 1.7 Final
2 Table of Contents 1. Introduction Overview Contact Requirements Additional Information Registering for Reviewer Access Accessing the AMTBRO Portal AMTBRO Portal Home Page Page Header Links Reviewing Applications Application Visibility Selecting an Application to Review From the AMTBRO Portal From an Notification Review Application Page Approving an Application Rejecting an Application Application No Longer Available for Review Message Auditing an Application Audit Application Page Attaching Documents Deleting Attachments Confirming the Audit Review Reminder Notification Searching for Applications Selecting Search Options Viewing Search Results Viewing an Application AMTBRO Reports Accessing AMTBRO Report Portal Agency Participant List Report Agency Pick-up Report Claim Exempt Report Ad Hoc Report Viewing or Saving the Report Updating Profile Information Ending Your Session Frequently Asked Questions (FAQ) Version Final - 2 -
4 1. Introduction 1.1 Overview The Washington Headquarters Services (WHS) Mass Transportation Benefit Program (MTBP) web based application is the online implementation of Department of Defense Mass Transit Application Form - DD2845. The MTBP application was developed to allow DoD federal employees and military members in the National Capital Region (NCR) to apply for federally subsidized mass transportation benefits using the web based application. The AMTBRO User Guide is intended for the individuals who are designated as the Mass Transportation Benefit Program Reviewing Office for their respective agencies. If you are unfamiliar with the program and would like more information, please visit the program website at 1.2 Contact If you have any questions, please feel free to contact the MTBP program office by at or by phone at For program certification information, please click the link for Ethics Awareness Training. 1.3 Requirements The MTBP web application is PKI-enabled and requires a DOD-issued Common Access Card (CAC) for access. The MTBP web application requires Internet Explorer 6.0 or above. Firefox is not supported at this time. 1.4 Additional Information When using the MTBP system, please do not use the browser Back or Forward buttons to move through the system. Use the buttons and links on the page to navigate through the system. Help is available throughout the MTBP system by clicking on the Help link located in the upper right hand corner of the page. Version Final - 4 -
5 2. Registering for Reviewer Access If you are not already registered as an AMTB Reviewing Official (AMTBRO) in MTBP, use the following URL to register yourself as an AMTBRO: https://mtbp.whs.mil/registration. This URL will take you to the following page where you can enter your Title, Work Phone, and Address. Figure 1 - Registration Page Enter values for each of the fields then click the Register button. You will then receive a confirmation (See Figure 2) that your registration was successfully saved. The WHS Program Office (PO) will then review your registration request and contact you after granting you access as an AMTBRO. Figure 2 - Registration Completed Page When your registration has been approved, you will be granted the required authorizations to access the AMTBRO Portal and review applications for your assigned agency or agencies. Version Final - 5 -
6 3. Accessing the AMTBRO Portal 3.1 AMTBRO Portal Home Page The AMTBRO Portal is accessed by opening Internet Explorer and navigating to the URL https://mtbp.whs.mil/amtbro. This page (see Figure 3 below) will allow the reviewing official to see and Review pending applications, Search for applications, run Reports, Update their own Profile information, End Session and view this user guide by clicking on the Help option. If there are applications that need to be reviewed then the page will look like the following screenshot (Figure 3) and records will be displayed that require reviewing by the AMTBRO. If there are no pending applications then the following message will be displayed: You currently have no applications awaiting your confirmation. Column Header Click here to search, access reports, update your profile, end the browser session, or get online help (access this document). Page Toggle Figure 3 - AMTBRO Portal Home Page The list of applications can be sorted by clicking on the respective column headers; each subsequent click will toggle the sort direction between ascending and descending order. Version Final - 6 -
7 3.2 Page Header Links Every page in the AMTBRO Portal contains navigational links in the upper right hand corner of the screen: Home, Search, Reports, Update Profile, End Session, and Help. See below. Home - Allows you to navigate back to the AMTBRO Portal home page. This link is not present on the home page. Search Allows the AMTBRO to search for an application Reports Allows the AMTBRO to run multiple reports Update Profile - Allows the AMTBRO to edit their contact information such as telephone number and . End Session - Allows the AMTBRO to close their browser session. Help - Displays this User Guide. 4. Reviewing Applications As an Agency Mass Transportation Reviewing Official (AMTBRO) you must review the application carefully before approving since your approval confirms the following aspects of the applicant s application information: You have reviewed the application and certify that the employee is in compliance with eligibility requirements. The following is a link to the qualification eligibility requirements on the Program web site: You have reviewed the application for completeness. Information reviewed include: o Duty Station, entire work 9-digit zip code, full work address, and full work phone number. o Commuting originating point, city of residence, and entire residential 9-digit zip code. o Reasonable accuracy of commuting costs (i.e. modes of transportation listed are commensurate with costs listed, etc.). You may require supporting documentation, including commuting cost calculations for program participants and you will conduct a random sample of cost calculations to ensure program compliance with program regulations. o An appropriate work schedule is listed (i.e. number of days worked per month. Average number of days is 21 days, unless a compressed or alternate work schedule is in place) o Supervisory signature. You have ensured applicants are not in receipt of a parking subsidy through comparison of participant and parking databases. Version Final - 7 -
8 4.1 Application Visibility The AMTBRO portal will only display applications that you are permitted to see. This restriction is based on the sub-organizations and applicant types that your account has been associated with and determines which pending applications are displayed in the portal, which notifications you receive, and which applications you can search for. Sub-Organization Restriction As an AMTBRO, you can only review and search for applications that belong to the suborganizations you are assigned to; you cannot search for applications that belong to other suborganizations. For example, if you are configured as an AMTBRO for DISA, then you will not be notified to review WHS applications and you will not be able to search for and view WHS applications. Applicant Type Restriction In addition, you can only review and search for applications for the applicant types (Civilian, Military, or All) that you have been configured to see. For example, if you are configured to see only Civilian applications then you will not be notified to review Military applications and you will not be able to search for any Military applications. 4.2 Selecting an Application to Review From the AMTBRO Portal The AMTBRO can visit the AMTBRO Portal to see which applications are waiting to be reviewed. If there are pending applications then the home page will display them as shown in Figure 3. To view an application, simply click on the Review option in the Actions column for the application. This will display the Review Application page as illustrated below. Version Final - 8 -
9 Version Final - 9 -
10 4.2.2 From an Notification AMTBROs are also notified of a pending application waiting for review by notification. When an application is approved by the supervisor (or, in some cases, by the WHS Program Office), an notification is sent to all applicable AMTBRO(s) who have the same organization/sub-organization affiliation as the applicant. The states that there is an application pending AMTBRO review and includes a URL link for directly accessing the application. An example of the notification sent from the MTBP system to all AMTBROs is illustrated below in Figure 4. Figure 4 - Example Review Notification When the link is clicked, the Review Application page (see Review Application figures in Section 4.2.3) will be displayed that shows all the information that the applicant submitted. Version Final
11 4.2.3 Review Application Page When you click on the Review link on the AMTBRO Portal or click on the URL link in a notification , the Review Application page will be displayed. The Review Application page shows the information entered by the applicant and allows the AMTBRO to approve or reject the application. This page requires some scrolling and consists of three main parts: the Application Review Events (history) section, the Application Details section, and the Application Review section Event History The event history section (see Figure 5) displays the most recent activity on the application. Figure 5 - Application Event History Application Details The application details section (see Figure 6) displays the identity, residence and duty station information for the applicant as well as a worksheet listing the applicant s commuting expenses. Version Final
12 Figure 6 - Application Details Application Review Options The review section (see Figure 7) displays the certification statements that the applicant agreed to and provides options for approving or rejecting the application. Once you have reviewed the application and performed any necessary research, you can make a selection by clicking on the respective radio button for one of the following choices: I approve this application I reject this application In addition to reviewing, you can also audit an application by clicking the Application Audit button at the bottom of the page. Version Final
13 Figure 7 - Application Review Options 4.3 Approving an Application If you select I approve this application the application will be forwarded to the Washington Metro Area Transit Authority (WMATA) for final processing when you click the Submit button. In addition, your approval will be recorded in the Event History and an notification will be sent to the applicant informing them that their application was approved. 4.4 Rejecting an Application If you select I reject this application you must enter a reason for your rejection in the textbox. When you click the Submit button, the application will be returned to the applicant and your rejection will be recorded in the Event History. In addition, an notification will be sent to the applicant informing them that their application was rejected. Please note that the reason provided in the textbox will be included in the notification to the applicant. 4.5 Application No Longer Available for Review Message The MTBP system does not allow the same application to be reviewed by two AMTBROs at the same time. If an application has already been approved or rejected by another AMTBRO before you try to review that same application, you will receive a system message stating that the application is no longer available for review. In addition to the message, you will see a summary of the application and a link to view the complete application details. A similar message will be displayed if the applicant went back into the system to resubmit their application. Version Final
14 Figure 8 - Application No Longer Available For Review Message Clicking on the View Application link will display the View Application Page as depicted in Figure Auditing an Application Audit Application Page When you click the Application Audit button on the application review page, you will see the Audit Application page. This page allows you to perform an audit of the application by including comments and uploading supporting documentation in the form of Adobe (.pdf ) files, Word documents (.doc,.docx), Outlook message (.msg) files, and text (.txt) files. After adding comments and uploading any documents, click on the Submit button to submit the audit. Version Final
15 Enter notes or comments for the audit. Use Browse and Upload to attach supporting documentation for the audit. Figure 9 - Audit Application Page Version Final
16 4.6.2 Attaching Documents Click the Browse button to display the standard Windows Choose File dialog window. This window will allow you to browse your computer for a document file to upload. Select the desired file then click the Open button to save your selection and flag it for upload. Please note that only the following file types can be uploaded:.pdf,.msg,.doc,.docx, and.txt. Use the Back or Up icon to navigate Figure 10 - Open File Dialog Box Click the Open button to save your file selection. After clicking the Open button you will be returned to the Application Audit Page. As shown in Figure 11, the selected file will be displayed in the text box field next to the Browse and Upload buttons. If you made an incorrect selection, you can click the Browse button again to change your selection. The selected file s path will be displayed here. Click the Upload button to upload the file. Figure 11 - Selected Audit File After selecting a file, click the Upload button to upload the selected file. After the file has been uploaded (this should only take a few seconds), the Application Audit Page will be refreshed and the new file will be displayed. The Attachments section will look like Figure 12 below. Version Final
17 Click the X icon to delete a file. Figure 12 Audit File Uploaded Deleting Attachments An attached file can only be deleted before the Audit is submitted; after the Submit button is clicked, additional files may be uploaded, but previously attached files cannot be deleted. To delete a file click, the icon next to the file. You will then receive a dialog box prompting you to confirm the delete. Click the OK button to delete the file. Figure 13 - File Delete Confirmation Prompt Please note that deleted files cannot be recovered Confirming the Audit After clicking the Submit button, the audit is recorded in the application event history you will be redirected to the View Application page. The audit will be visible under the Application Review Events section. Figure 14 - AMTBRO Audit Event Version Final
18 4.7 Review Reminder Notification If an application has been pending review by the associated AMTBRO for more than 12 days then a reminder is sent to all AMTBROs (see Figure 15 below). These reminder s will be sent once per day for 45 days until the application is reviewed by the AMTBRO or the application has been removed from the AMTBRO queue. Figure 15 - Example Review Reminder Notification Version Final
19 5. Searching for Applications AMTBROs have the ability to search the MTBP system for submitted applications by clicking on the Search for an Application link on the AMTBRO Portal page (See Figure 3). AMTBROs can only search for and see applications that belong to their assigned suborganizations. 5.1 Selecting Search Options Clicking the Search for an Application link will display the search options page seen below. This page provides several search criteria for querying the MTBP system. Figure 16 - Application Search Options Page The Organization and Sub-organization(s) names displayed will depend on the Organization and Sub-organization(s) you are associated with. If these don t appear to be correct, please contact the MTBP Program Office, and request they provide you with additional access. To perform a search, enter or select search criteria then click the Search button. You may also click on the Search button without entering any criteria to see all applications in the MTBP system for your assigned sub-organization(s). After entering criteria, you can click on the Clear button to clear the entered or selected values. Click on the Return to Portal button to return to the AMTBRO Portal home page. Version Final
20 5.2 Viewing Search Results After clicking on the Search button, the MTBP system is queried and the results are displayed in the search results page depicted below in Figure 17. The results displayed depend on the criteria previously entered and applications are listed in alphabetical order by the Applicant s last name. If there are no matching results then the page will display the following message: There are no matching applications for your search criteria. The search results listing can be sorted by clicking on a column header. The first click will sort in alphabetical order while the second click will sort in reverse alphabetical order. Also, if there are too many items in the results listing then the listing will be organized into pages with each page containing a maximum of 10 items. The pages can be navigated through by clicking on the page number links. To view an application, click on the View Icon view. for the application record you would like to Click any column header to sort the results by that column. Click this icon to view the application Click here to page through the results Figure 17 - Application Search Results Page 5.3 Viewing an Application After clicking on the View Icon for an application, the View Application page will be displayed. This page allows you to view the application details but does not allow you to edit the application. Version Final
21 Click this link to view the full event history Click here to view the attachment Click here to perform an audit Figure 18 - View Application Page Version Final
22 6. AMTBRO Reports 6.1 Accessing AMTBRO Report Portal To go to the AMTBRO Reports Portal page from the AMTBRO Approval Portal page, click on Reports in the top right hand corner of the screen. See red arrow below. Figure 19 - AMTBRO Approval Portal The below AMTBRO Reports Portal page will display with a listing of available reports. Figure 20 - AMTBRO Reports Portal 6.2 Agency Participant List Report The Agency Participant List Report is a listing of all participants in an org/sub-org and includes the following data columns: MTBP ID, (Participant s) Name including lastname and firstname, Last four (4) of SSN#, Building Name/Location, Admin (which includes abbreviation for org/sub-org, M/C (Military or Civilian), work telephone number and benefit amount approved for up to maximum. Version Final
23 The AMTBRO can run the Agency Participant List Report, by pointing and clicking on the Agency Participant List Report option on the Reports screen. The following report option screen will display: Figure 21 - Agency Participant List Selection Screen The default settings for the Agency Participant List Report are: All Assigned Organizations for the organization setting and pdf for the report file format type. However, if you are affiliated with multiple sub-orgs and just want to select one or more of those sub-orgs, you can do so by selecting the top level organization first; then select the sub-orgs that you want included in the report. For example, if you are a Reviewing Official for the Army and you are affiliated with multiple sub-orgs, when you select Army, the screen will change similar to the following screen display and display the sub-orgs that you are affiliated with. If you want to remove any of the sub-orgs from being included in the report, deselect the sub-org by clicking on the checkbox in the Include column for that sub-org. This will remove the check from within the checkbox and the sub-org will not be included in the report. Other options include Clear All, which will deselect all sub-organizations and allow the AMTBRO to select specific sub-orgs they want included in the report. Version Final
24 Figure 22 - Agency Participant List Displaying Multiple Sub-orgs After all options are selected, click on the Create Report button. See below. Figure 23 - Report Format Types The following screenshot displays page 1 of a sample Agency Participant List Report in Adobe pdf format. Version Final
25 Figure 24 - Agency Participant List Report in PDF Format To generate the report in Excel format, click on the Excel radio button and the PDF Document option will become deselected and the Excel radio button will become selected. See sample report data in Excel format below. Figure 25 - Report Format Types Note: Data in test environment where screenshots are made has been manipulated so, data that displays is not actual data. For example, the is the same for both records in the following Version Final
26 example and the Last four SSN is not the actual for the name as well as the telephone number has been changed. Figure 26 - Sample "Agency Participant List Report" Data To return to the Reports Portal Screen, exit out of the report and click on Reports in the upper right hand corner at the MTBP system screen. See example below. 6.3 Agency Pick-up Report The Agency Pick-up Report covers a monthly time period and displays actual benefit amount (up to the maximum benefit amount) distributed/used by the participant. This report is organized by org/sub-org and into Civilian and/or Military sections as appropriate for the organization/suborganization. Report fields include: Last four (4) SSN#, Last Name, First Name, Middle Initial, Account Code, Amount Issued, and Date Issued. This report includes Account Code sub-totals for type of participant (military or civilian) and totals for sub-organizations and sub-totals and totals for benefit amounts issued as well as a grand total for the report. To run the Agency Pick-up Report, point and click on the Agency PickUp Report option on the AMTBRO Reports Portal Page. See below. Figure 27 - AMTBRO Reports Portal Version Final
27 Figure 28 - Agency Pickup Report Options To run the Agency Pickup Report, select the Month/Year option that you want to run the report for; select the organizations/sub-orgs you want included in the report. If you are affiliated with multiple sub-orgs and just want to select one or more of those sub-orgs, you can do so by selecting the top level organization first; then select the sub-orgs that you want included in the report. For example, if you are a Reviewing Official for the Army and you are affiliated with multiple sub-orgs, when you select Army, the screen will change similar to the following screen display and display the sub-orgs that you are affiliated with. If you want to remove any of the sub-orgs from being included in the report, deselect the sub-org by clicking on the checkbox in the Include column for that sub-org. This will remove the check from within the checkbox and the sub-org will be deselected and not be included in the report. Next, select the format type if you don t want the default which is pdf format. Version Final
28 Figure 29 - Agency Pickup Report Parameter Selection Screen After all selections are made, point and click on the Create Report button. A report with the options you selected will display on the screen and will look similar to the following example. Version Final
29 Figure 30 - Agency Pickup Report/Transit Benefit Detail Report 6.4 Claim Exempt Report The Claim Exempt Report includes a list of participants organized by sub-organization code and list all the participants that are not required to submit a claim for benefit for the next benefit period. These participants usually do not have access to a computer to submit a claim on a monthly basis. Therefore, the AMTBRO needs to check the list and validate that all participants status has not changed since the previous month. To run the Claim Exempt Report, point and click on the Claim Exempt Report option on the AMTBRO Reports Portal Page. See below. Version Final
30 Figure 31 - AMTBRO Reports Portal The following Claim Exempt Report Organizational screen will display: Figure 32 - Claim Exempt Report Default Selection Screen The AMTRBO can use the default setting which includes all of the organizations/suborganizations that you are affiliated with and just point and click on the Create Report button. A sample of the report headings that is created is displayed below. Note: The user may have to expand the columns to see all of the data in the column by pointing and clicking on the right boarder in the column heading. Version Final
31 If you want to select some of the sub-organizations that you are affiliated with but, not all, select your top level organization, for example, Army and then click on Clear All and then select the sub-organizations to be included in the report by clicking on the appropriate row s box in the Include column. Then click on Create Report button. Sample Claim Exempt Report data below. Figure 33 - Claim Exempt Report Org/Sub-org Screen Version Final
32 To save the report, click on and click on Save as and select a folder name by using the dropdown arrow and then give the file a name in the Name field and click on Save. Then you can exit Excel by clicking on the X in the upper right hand corner of the screen. 6.5 Ad Hoc Report From the AMTBRO Reports Portal, you can click on the Ad Hoc Report option to generate a report of all applications for all sub-organizations you re associated with. Figure 34 - AMTBRO Reports Screen After selecting the Ad Hoc Report, the follow parameters page will display. See illustrated screenshot below. Version Final
33 Figure 35 - Ad Hoc Report Options The report options can include an Application Period - date range for when the application was submitted, application Workflow Status, Transportation Mode, Organization, Sub-organization, Residence City, State, Zip Code and work information Duty Station, City, and Zip Code; Supervisor name, Reviewing Official as well as Parking Status. Most fields are self explanatory. However, for the fields that include a dropdown with options to choose from, those fields and their options are listed below. 1) Workflow Status field options include the following: Applicant, PFPA, Program Office, Supervisor, AMTBRO, Pending WMATA, Sent to WMATA, and Completed by WMATA. 2) Transportation Mode field options include the following: Local Bus, Other Bus, Rail, Commuter Rail, Other, and Vanpool. 3) Parking Status field options include: Manual Approved, Manual Declined, Auto Approved, Auto Declined, Auto Maybe, and Unknown. Version Final
34 The Organization and Sub-organization(s) shown will depend on the Organization and Suborganization(s) you are associated with. If these don t appear to be correct, please contact the MTBP Program Office, and request they provide you with additional access. Enter the desired report criteria then click the Create Report button to generate the Ad Hoc report. To cancel and return to the AMTBRO Portal click the Home page header link or click on the Return to Portal button. 6.6 Viewing or Saving the Report After clicking the Create Report button, a Save File dialog window will appear and allow you to Open, Save or Cancel the resulting report. Click on the Open button to open the report in Microsoft Excel. Click on the Save button to save the report as an Excel file or if you do not wish to view the report or to save it, then click the Cancel button to close the dialog window and return to the Ad Hoc Report options page. Figure 36 - Save File Prompt Version Final
35 7. Updating Profile Information You can update your contact information clicking the Update Profile page header link. Click this link to update your profile information. Figure 37 - Update Profile Link After clicking the link you will see the Update Profile page where you can change your Title, Work Phone, and Address. A valid address is necessary for receiving notifications from the MTBP system. Please note that only unclassified addresses should be provided here. Figure 38 - Update Profile Page After making any needed changes, click the Save Information button to save your changes. To return to the AMTBO portal click the Home page header link or click the Return to Portal button. Version Final
36 8. Ending Your Session You can end your MTBP session by clicking the End Session page header link or by simply closing the Internet Explorer web browser. When you click the End Session link you will be asked to confirm. Click the Ok button to close the browser; click the Cancel button to return to the page you were on. Figure 39 - End Session Confirmation Prompt Version Final
37 9. Frequently Asked Questions (FAQ) 9.1 Website URLs MTBP Registration URL: https://mtbp.whs.mil/registration MTBP AMTBRO Portal URL: https://mtbp.whs.mil/amtbro MTBP WHS Program URL: 9.2 Technical Issues If you are experiencing technical issues with the MTBP web application, please contact your Information Technology (IT) Help Desk. The following are some common technical issues and their resolutions. Issue: I get a File Not Found message when I try to go to the MTBP AMTBRO portal Ensure that you typed the correct URL for the AMTBRO portal, https://mtbp.whs.mil/amtbro. If necessary, please update any Internet Explorer favorites that may contain an older URL. Issue: I get an error when I try to access the MTBP Registration or AMTBRO portal URLs If you receive a Page not found or Page could not be displayed error message then please check the address bar in your web browser to ensure that you have typed the correct URL. If the URL is listed correctly in your web browser address bar then contact your IT Helpdesk. Issue: The MTBP application does not work correctly on my Firefox browser If you are using Firefox and having problems with the application display or functionality then use Microsoft Internet Explorer (IE) 6.0 or greater. Issue: I get a Client Certificate Required error message You will receive this error message if you did not select a digital certificate. This situation would occur if either of the following is true: You cancelled the Choose a digital certificate window when you went to the site You cancelled the Choose a digital certificate window when you went to the site and then tried to click on the review link from an Outlook message. Version Final
38 To resolve the issue, close all Internet Explorer (IE) browser windows then open the site in a new browser window. By doing this, you force Outlook to use a new instance of IE and, thus, prompt again for a digital certificate. If this does not resolve the issue please contact your IT Helpdesk. Issue: I get a Could not process your request error message This message most likely indicates an internal system problem. Try your request again in a few minutes. If you still get the same message contact the Program Office , so they can escalate this issue to their technical IT staff for resolution. Issue: I get a Session time out message You will receive a Session time out message if you have not interacted with the system for a while. When you receive this message, simply click on the Home page header link to return to the AMTBRO Portal home page. 9.3 MTBP Program Issues If you have a question about the Mass Transportation Benefit Program, the MTBP web application or reviewing applications, please contact the WHS Program Office (PO) at or by phone at Question: Why didn t I receive an notification stating I had an application to approve? If you did not receive an notification then use the Update Profile page header link to ensure that the address in your profile is correct. If your profile is correct then contact the WHS PO , so they can escalate the issue to their technical IT staff for resolution. Question: When I try to review an application, why do I get a message stating that the application is no longer available for review? This message indicates that either (a) another AMTBRO reviewed the application while you were looking at it or (b) the applicant edited and resubmitted the application. In the case of (b), an applicant can make changes to their application as long as the application has not been approved by their AMTBRO and sent to WMATA for final processing. When the application is resubmitted, the application will once again go through all the necessary reviews and approvals. Version Final
Washington Headquarters Services Mass Transportation Benefit Program (MTBP) Web Application Agency Mass Transportation Benefit Program Reviewing Official (AMTBRO) User Guide May 2014 Software Release 1.10
Washington Headquarters Services Mass Transportation Benefit Program (MTBP) Web Application Supervisor User Guide May 2014 Software Release 1.10 Table of Contents 1. Introduction... 4 1.1 Overview... 4
PaymentNet Cardholder Quick Reference Card Corporate Card ffwelcome to PaymentNet The Welcome screen displays each time you log on to PaymentNet; it serves as your starting point or home screen. PaymentNet
NYS OCFS CMS Contractor Manual C O N T E N T S CHAPTER 1... 1-1 Chapter 1: Introduction to the Contract Management System... 1-2 CHAPTER 2... 2-1 Accessing the Contract Management System... 2-2 Shortcuts
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
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...
Adding a File Attachment to a CFS Requisition When creating a requisition, there are certain purchases that may require additional documentation. The Attachment feature is used to attach this documentation.
Charter Business Phone Online Control Panel Getting Started Guide Document Version 1.0 Table of Contents 1 About This Guide...4 2 Overview...5 2.1 Online Control Panel and Call Manager... 5 3 Manual and
Editor Manual for SharePoint Version 1 21 December 2005 ii Table of Contents PREFACE... 1 WORKFLOW... 2 USER ROLES... 3 MANAGING DOCUMENT... 4 UPLOADING DOCUMENTS... 4 NEW DOCUMENT... 6 EDIT IN DATASHEET...
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...
Netmail Search for Outlook 2010 Quick Reference Guide Netmail Search is an easy-to-use web-based electronic discovery tool that allows you to easily search, sort, retrieve, view, and manage your archived
Event Planner Portal Quick Reference Guide Table of Contents 1 Overview 1 About this guide 1 Who is this Quick Reference Guide designed for? 2 What s in it for me? 2 How long will it take me to go through
Optum Patient Portal 70 Royal Little Drive Providence, RI 02904 Copyright 2002-2013 Optum. All rights reserved. Updated: 3/7/13 Table of Contents 1 Patient Portal Activation...1 1.1 Pre-register a Patient...1
BEST / Act 230 Funding GRANTIUM APPLICATION INSTRUCTIONS FOR FY 16 (2015 2016 Academic Year) Table of Contents Logging into Grantium and Changing Your Password... 3 Forgot Your Password?... 4 How to Get
Concur Expense Guide: Version 2 Welcome to Concur Expense...3 Log on to Concur...3 Explore the My Concur Page...4 Update Your Expense Profile...5 Step 1: Change Your Password...5 Step 2: Review Your Expense
DI SHAREPOINT PORTAL User Guide -1- TABLE OF CONTENTS PREFACE... 3 SECTION 1: DI PORTAL ACCESS... 4 REQUEST USER ACCESS... 4 To register... 4 SIGNING IN TO THE PORTAL... 8 To sign in to the DI Portal...
RSCCD REMOTE PORTAL The RSCCD Remote Portal allows employees to access their RSCCD Email (via Outlook Web Access), Department (Public) Folders, Personal (H Drive) Folder, and the District Intranet from
CONNECT MANAGER SUPPLY ORDER MANAGEMENT TOOL 3.5 MANUAL Table of Contents Open Supplier Network SM Table of Contents 1 How to Get Started..3 Viewing Orders....6 Processing Orders. 12 Exporting Orders...16
Electronic Payments & Statements User Guide Contents Welcome to Electronic Payments & Statements (EPS) This guide will show you how to: 4 Get More Information about EPS on the Welcome Page The EPS Welcome
Version 10.3 End User Help Files GroupLink Corporation 2014 GroupLink Corporation. All rights reserved GroupLink and everything HelpDesk are registered trademarks of GroupLink Corporation. The information
Version 11.0.1 End User Help Files GroupLink Corporation 2015 GroupLink Corporation. All rights reserved GroupLink and everything HelpDesk are registered trademarks of GroupLink Corporation. The information
Campus Solutions Self Service: Student Table of Contents Introduction to Step Sheets... 4 Getting Started in CUNYfirst... 5 Activate My CUNYfirst Account... 6 Log into My CUNYfirst Account... 10 Sign Out
NYS OCFS CMS Manual C O N T E N T S CHAPTER 1...1-1 Chapter 1: Introduction to the Contract Management System...1-2 Using the Contract Management System... 1-2 Accessing the Contract Management System...
IBM Unica Leads Version 8 Release 6 May 25, 2012 User Guide Note Before using this information and the product it supports, read the information in Notices on page 33. This edition applies to version 8,
ACCELLOS HELPDESK CUSTOMER GUIDE Version: 2.0 Date: December 2011 Copyright Accellos, Inc. All rights reserved The information contained in this document is confidential and is intended only for the persons
Table of Contents Access to the Facility Services Website...2 Logging into Facility Services Website...2 Changing Your Password...2 Submitting Your Challenge Question...2 The Facility Services Home Page..2
Create an Incident When you need to report a failure or problem of your system to the IT help desk team, then send a request to the team. There are different modes of placing a request, such as submitting
Getting Started Getting Started with Time Warner Cable Business Class Voice Manager A Guide for Administrators and Users Table of Contents Table of Contents... 2 How to Use This Guide... 3 Administrators...
Recruiter s Resource Guide First Edition 1.29.2015 Contents Section One Recruiting... 3 Accessing Team Georgia Careers... 4 My Setup Preferences... 5 Creating a Requisition... 6 Approving a Requisition...
Creating an Expense Report from a Blank Report Form These instructions are designed for those who do NOT need a Travel Authorization. Expense Reports are required for the following reasons: Document all
DEPARTMENT OF VETERANS AFFAIRS Financial Services Center Dialysis Provider Portal User Guide Version 3.0 May 2015 1. Provider Portal for Dialysis Overview The VA Financial Services Center (FSC) Dialysis
Corporate Telephony Toolbar User Guide 1 Table of Contents 1 Introduction...6 1.1 About Corporate Telephony Toolbar... 6 1.2 About This Guide... 6 1.3 Accessing The Toolbar... 6 1.4 First Time Login...
Richmond Systems Self Service Portal Contents Introduction... 4 Product Overview... 4 What s New... 4 Configuring the Self Service Portal... 6 Web Admin... 6 Launching the Web Admin Application... 6 Setup
Welcome to the Online Training for Playback controls are located here should you need to interrupt the demonstration. the Colorado Medical Assistance Program Web Portal Colorado Medical Assistance Program
The United States Office Of Personnel Management eopf System Administrator Training Manual for eopf Version 4.0. Copyright 1994-2007 by Northrop Grumman. All rights reserved. Northrop Grumman, the Northrop
User manual for Knowledge Center (Portal for Distributors) Page 1 USER MANUAL FOR KNOWLEDGE CENTER - PORTAL FOR DISTRIBUTORS VERSION 3.1 PREPARED BY IVAN TAGILTSEV (IT CONSULTANT) GIVEN IMAGING LTD 02-02-12
WebNow Description WebNow is an online, browser-based companion to the ImageNow document imaging, management and workflow software. WebNow shares some of the functionality of ImageNow searching, viewing,
University of Alaska Statewide Financial Systems User Documentation BANNER TRAVEL AND EXPENSE MANAGEMENT TEM (Quick) Travel and Expense Management Table of Contents 2 Table of Contents Table of Contents...
Job Aid: Create the Executive Development Plan (EDP) Creating the Developmental Plan Step 1: From within your performance plan, navigate to the Developmental Plan tool bar in the left column Step 2: Click
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
Securities and Exchange Commission Office of Information Technology SEC External Guide for Using Accellion The Securities and Exchange Commission National Exam Program Hotline (202) 551-3925 Washington,
Merchant Interface Online Help Files REGAL t e c h n o l o g i e s t h e f u t u r e o f p a y m e n t s Table of Contents Merchant Interface Online Help Files... 1 Tools... 2 Virtual Terminal... 7 Submit
User Guide AMPS Procedures for Users and Administrators Version 1.2 January 9, 2014 Table of Contents Overview... 2 AMPS Documentation... 3 How to Open the AMPS Documentation Screen... 3 Launching AMPS...
Overview The RHS Student Employment Web Application provides a central system where MSU students can apply for RHS jobs and where RHS Administrators can review and process those applications. System Access
Brokerage Payment System (BPS) User Manual December 2011 Global Operations Education 1 Table of Contents 1.0 ACCESSING BPS...5 2.0 LOGGING INTO BPS...6 3.0 BPS HOME PAGE...7 4.0 FIRMS...8 5.0 BROKERS...10
USERS MANUAL FOR OWL A DOCUMENT REPOSITORY SYSTEM User Manual Table of Contents Introducing OWL...3 Starting to use Owl...4 The Logging in page...4 Using the browser...6 Folder structure...6 Title Bar...6
DOCUMENT Partner Portal Ticketing User Guide PREPARED BY NTT Communications Copyright of this document is owned by NTT Communications Corporation. Copying a part of or whole of this document without our
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...
Workflow One of the components of workflow in PeopleSoft/NUFinancials is the ability to send email notifying users when there is an item in their Approval Inbox. Depending upon the number of emails received,
ACHieve Access 4.3 User Guide for Corporate Customers January 2015 Citizens Bank 1 February 2015 Table of Contents SECTION 1: OVERVIEW... 4 Chapter 1: Introduction... 5 How to Use This Manual... 5 Overview
WWW.OFFICEMAXSOLUTIONS.COM Shopping Application Overview 1. LOGIN... 3 2. GETTING STARTED WITH MANAGE ORDERS... 3 2.1 Creating an order using Create New Order... 4 2.1. Creating an order using Repeat Orders...
MyCaseInfo Attorney Administration Users Guide A Best Case Bankruptcy Add-on Tool 2 Table of Contents I. ATTORNEY ADMINISTRATION OVERVIEW... 4 II. HELP CENTER... 5 Documents Web Tutorials Online Seminar
April 14 Web Mail Classic Web Mail Version 2.2 Table of Contents 1 Technical Requirements... 4 2 Accessing your Web Mail... 4 3 Web Mail Features... 5 3.1 Home... 5 3.1.1 Mailbox Summary... 5 3.1.2 Announcements...
LEA Monitoring User Guide v. 3.0 September 2012 Contents Contents... 2 Introduction... 4 Acknowledgements... 4 Questions... 4 What is DMI Tracker?... 5 Monitoring... 5 End User System Guidelines... 5 Accessing
The United States Office Of Personnel Management eopf Human Resources Specialist Training Manual for eopf Version 4.0. Copyright 1994-2007 by Northrop Grumman. All rights reserved. Northrop Grumman, the
Vermont Title XIX Provider Electronic Solutions Software User s Guide HP ENTERPRISE SERVICES 312 HURRICANE LANE, STE 101 PO BOX 888 WILLISTON VT 05495 Table of Contents 1 Introduction... 2 1.1 Provider
PowerSchool 7.x Student Information System Released December 2011 Document Owner: Documentation Services This edition applies to Release 7.1 of the [product name] software and to all subsequent releases
The LSUHSC N.O. Email Archive Introduction The LSUHSC N.O. email archive permanently retains a copy of all email items sent and received by LSUHSC N.O. Academic email users. Email items will be accessible
User Guide Trade Finance Global Reports Centre October 2015 nordea.com/cm OR tradefinance Name of document 2015/V1 8/8 Table of Contents 1 Trade Finance Global (TFG) Reports Centre Overview... 4 1.1 Key
CONTRACT MANAGEMENT SYSTEM USER S GUIDE VERSION 2.7 (REVISED JULY 2012) VERSION 2.6 (REVISED APRIL 2012)... I INTRODUCTION... 5 Helpful Hints... 5 Pop-Up Blockers... 5 Users... 6 CPUC Staff Administrator...
This FAQ contains: Web File Services definition Access web file services Create a WFS folder Upload a document Email a link to a document folder Create WFS subscription Cancel existing subscription Create
TrueFiling Law Firm User Guide 1.0.130 ImageSoft, Inc. Copyright 2013 ImageSoft, Inc. All rights reserved. No part of this document may be reproduced, stored in or introduced into a retrieval system, or
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:
Mitigation Planning Portal MPP Reporting System Updated: 7/13/2015 Introduction Access the MPP Reporting System by clicking on the Reports tab and clicking the Launch button. Within the system, you can
Rational Software Getting Started with Rational Customer Service Online Case Management Release 1.0 Table of Contents 1. Introduction 1 2. Site Capabilities 1 2.1 Service Requests 1 2.2 Solutions Knowledge
Telephony Toolbar Corporate User Guide Release 7.1 March 2011 Table of Contents 1 About This Guide...7 1.1 Open Telephony Toolbar - Corporate... 7 1.2 First Time Login... 8 1.3 Subsequent Use... 11 2 Using
Document ID:HPCI-OF01-002E-02 HPCI Help Desk System User Manual Ver. 2 2013/09/30 HPCI Operating Office Revision History Date issued Ver. Descriptions 2012/3/30 1 2013/9/30 2 A full-fledged revision is
Online Requesting and Receiving Training Manual 1 Table of Contents Introduction 3 Logging In.3 Creating a Profile...3 Modifying a Ship to Address...3 FOAPAL and Commodity Codes 3 Code Favorites...3 Understanding
Supply Chain Finance WinFinance Customer User Guide Westpac Banking Corporation 2009 This document is copyright protected. Apart from any fair dealing for the purpose of private study, research criticism
Presentation Reporting Quick Start Topic 50430 Presentation Reporting Quick Start Websense Web Security Solutions Updated 19-Sep-2013 Applies to: Web Filter, Web Security, Web Security Gateway, and Web
AvePoint Tags 1.1 for Microsoft Dynamics CRM Installation and Configuration Guide Revision G Issued August 2014 Table of Contents About AvePoint Tags for Microsoft Dynamics CRM... 3 Required Permissions...
Instructions to Sign On and Off of Self Service Applications NOTE: Internet Explorer 7 and 8 are the only supported Browsers for the PeopleSoft Student Self Service applications. If you experience technical
CALIFORNIA STATE UNIVERSITY, LOS ANGELES INFORMATION TECHNOLOGY SERVICES Microsoft Office 365 Outlook Web App (OWA) Spring 2013, Version 1.0 Table of Contents Introduction...3 Signing In...3 Navigation
User s Guide Kentico CMS 7.0 1 www.kentico.com Table of Contents Introduction... 4 Kentico CMS overview... 4 Signing in... 4 User interface overview... 6 Managing my profile... 8 Changing my e-mail and
DAIDS Clinical Site Monitoring (CSM) System Reference Guide for Sites Under DAIDS contract number N01-AI-30060, which is entitled DAIDS Enterprise Information Management System (DAIDS-ES), this document
User Manual Client Portal Table of Content Introduction... 3 About the Interface... 5 General Information...6 QUALIFIED BENEFICIARIES (QBs)... 14 Enter a QB... 15 California QBs... 15 Legacy QBs - Takeovers...
Welcome to NetWest s new and improved email services; where we give you the power to manage your email. Please take a moment to read the following information about the new services available to you. NetWest
SAM Assessment, Training and Projects for Microsoft Office December 2015 SAM Brief Student User Guide Contents Introduction 1 How to Use SAM 2 Logging in the First Time as a Pre-registered Student 2 Profile
Outlook Web Access (OWA) User Guide September 2010 TABLE OF CONTENTS TABLE OF CONTENTS... 2 1.0 INTRODUCTION... 4 1.1 OUTLOOK WEB ACCESS SECURITY CONSIDERATIONS... 4 2.0 GETTING STARTED... 5 2.1 LOGGING
OHIO DEPARTMENT OF EDUCATION Connected Ohio Records for Educators (CORE) My Educator Profile User Manual CON N E C T E D O H I O R E C O R D S F O R E D U C A T O R S My Educator Profile User Manual September