DrugPak Web. Client Portal Documentation. Version 1.0

Size: px

Start display at page:

Download "DrugPak Web. Client Portal Documentation. Version 1.0"

Vernon Cobb
6 years ago
Views:

1 DrugPak Web Client Portal Documentation Version 1.0 Page 1

2 Contents Setup... 4 Login... 6 Company Detail... 9 Companies Contacts Display/Add/Change/Delete Display Add Change Delete Companies Addresses Display/Add/Change/Delete Display Add Change Delete Display Random Profiles Companies Participants Overview Companies Participants New Participant Companies Participants Update/Change Participant Information Overview Employment Vitals Companies Participants Testing Category Update/Change Identification Add/ Update/Delete Add Update Delete Occupations Add /Delete Page 2

3 Add Delete Companies Participants Addresses Add/Update/Delete Add Update Delete Companies Participants Phone Add/Delete/ Update Add Update Delete Locations Results Reporting - Rules Add Add Result Letter Rules Delete Page 3

4 Setup 1. You will receive an with a temporary password and a link your client portal 2. Click the blue here link to open Client Portal. The system will request that you change your password. Enter the temporary password provided in the into the Current Password field. In the example above the Current password is r5}flfarjc. Enter your new password in the New Password field, and type it again in the Repeat Password field to verify your new password. Click the blue button labeled Change Password to set your password. Page 4

5 3. The Welcome to Screenhubb Client Portal window will be displayed. Page 5

6 Login 1. Go to the following web address: 2. Place your credentials into the Login section and click the blue Login button. Page 6

7 3. The Welcome to Screenhubb Client Portal window will be displayed. 4. Click the Companies Tab to display your company information. Page 7

8 5. Click the Reports tab to display the Available Reports and the On Demand reports tabs. Page 8

9 Company Detail 1. Click the Companies Tab on the tab. This will display all the companies you have access to view. Click on the company name. 2. The Company Detail window will be displayed. The user can view/change/add the following: Contacts Addresses View Random Profiles Participants Locations View Results Reporting rules Page 9

10 Companies Contacts Display/Add/Change/Delete Display 1. Click the Companies Tab on the tab. This will display all the companies you have access to view. Click on the company name. 2. The Company Detail window will be displayed. Page 10

11 3. Click the <Contacts> tab. The Contacts for this company will be displayed. Companies Contacts Display/Add/Change/Delete Add 1. To add a contact, click the Add Contact button. Page 11

12 2. The Contact window will be displayed. Enter the following information into the provided fields: a. <Name> - Contact s full name (Required data) b. <Phone> - Contact s phone number and extension if applies c. <Fax> - Contact s face number and extension if applies d. < > - Contact s e. <Type> - Contact Type Use the selection box to choose from the following choices: Primary, DER, Secondary DER, or Additional. f. <Client Portal> - Click the check box to Allow access to the Client Portal. 3. Click the Save button to add the new contact. If the contact was successfully added the information will be displayed in the fields and your will have a update button displayed. Page 12

13 Companies Contacts Display/Add/Change/Delete Change 1. Click into the field of the contact that you wish to change. In the example below, the address will be changed. 2. Replace the current information in the field with the new or updated information. 3. When all information has been updated click the Update button. This will save any changes made to this contact. Page 13

14 Companies Contacts Display/Add/Change/Delete Delete 1. Click the Trash Can icon in the upper right of the contact window to be deleted. 2. The system will ask you Are you sure you want to delete this contact?. Click Yes to delete or No to cancel the delete and return to the contact window. Page 14

15 Companies Addresses Display/Add/Change/Delete Display 1. Click the Companies Tab to display your company information. 2. Select the company by clicking the name in the Company List window. 3. The Company Overview window will be displayed. Click the <Addresses> tab. Page 15

16 Companies Addresses Display/Add/Change/Delete Add 1. To add an address, click the Add New button in the Addresses window. 2. The New Address window will be displayed. Enter the following information into the provided fields: a. <Line 1> - Street address (Required data) b. <Line 2> - Additional street address c. <Postal/Zip Code> - Your zip code or postal code for a non-us address (Required data) d. <City> - City (Required data) e. <State> - Select the state where the company is located using the selection box f. <Country> - Select the country where the company is located using the selection box g. <Phone> - Location phone number h. <Fax> - Location fax number i. <Type> - Select between Billing or Shipping using the selection box. Page 16

17 3. To set this location as your companies default address click the check box beside Set as default address 4. To save the new location click the Save button and the new address is added. Page 17

18 Companies Addresses Display/Add/Change/Delete Change 1. Click into the field of the address record to be changed. 2. Once you have clicked into the field standard edit functions apply. Make changes to the field and press the <Tab> key on your key board. 3. Click the Update associated with this address record to save the changes. Page 18

19 Companies Addresses Display/Add/Change/Delete Delete 1. Find the Address Record to be deleted in the address window. 2. Click the <Trash Can> in the upper right of the record display window. Note: When you hover your cursor over the trash can icon it will change colors from blue to orange. 3. The system will prompt you Are you sure you want to delete this address?. Click Yes to delete the address record. Click No to abort the delete operation. 4. The system will display the following message after a successful record delete. Click the Close button to clear the message. Page 19

20 Display Random Profiles 1. From the Company Overview window click the Random Profiles tab. This will display a summary of all the random profiles pulled for your company. Page 20

21 Companies Participants Overview 1. Click the <Companies> tab on the menu bar. 2. Select the company by clicking the name in the Company List window. 3. The Company Overview window will be displayed. Click the <Participant> tab and the tab will be highlighted orange. The following tabs will be displayed: a. +New Participant Allows user to add a participant record b. Actions Allows user to perform the following: i. Mark selected Active ii. Mark selected Inactive c. Bulk Actions Allows user to bulk import participants via Excel or CSV file format. The user can also update participants using these options. Participants can be marked active, inactive, or terminated based on the options selected by the user. The user can also update data fields in participant table using Bulk Actions. Page 21

22 Participants Overview Window 4. Participant Search Find a participant record using the First Name, Last Name, or Last four digits of the Social Security Number. Page 22

Companies Participants New Participant 1. Click the <New Participant> tab from the Participants overview window. 2. The +New Participant window will be displayed.

23 Companies Participants New Participant 1. Click the <New Participant> tab from the Participants overview window. 2. The +New Participant window will be displayed. Enter the following information into the provided fields: a. General i. <First Name> - Participant s first name (Required data) ii. <Middle Name> - Participant s middle name iii. <Last Name> - Participant s last name (Required data) iv. <Date of Birth> - Participant s date of birth v. <Gender> - Choose one of the following using the selection box: Male, Female, Unknown vi. <Phone Number> - Participant s phone number vii. <Phone Type> - Choose one of the following using the selection box: Day, Evening, Other, Fax Page 23

b. Identification i. <Social Security Number> - Participant s Social Security number ii. <Alternate ID> - An alternate form of identification for this participant. iii.

24 b. Identification i. <Social Security Number> - Participant s Social Security number ii. <Alternate ID> - An alternate form of identification for this participant. iii. <License Number> - Participant s driver s license number iv. <License Expires> - Date participants drivers licence expires v. <Country> - Country that issued license vi. <State> - State that issued license c. Employment i. <Hire Date> - Participant s date of hire ii. <Termination Date> - Participant s date of termination iii. <Physical Exam Date> - Date the participant s physical exam was completed d. Regulatory Status i. <Testing Authority> - Choose one of the following using the selection box: Not specified Health and Human Services Nuclear Regulatory Commission Page 24

25 Federal Motor Carrier Safety Administration (DOT) Federal Aviation Administration (DOT) Federal Transit Administration (DOT) Pipeline and Hazardous Materials Safety Administration (DOT) United States Coast Guard (DOT) Federal Railroad Administration (DOT) Sports Department of Transportation (DOT) Health Care Administration Florida Wildlife Rehabilitators None ii. <Occupation> - Based on Testing Authority. Choose one of the following using the selection box: Driver Flight Crewmember Flight Attendant Flight Instructor Aircraft Dispatcher Aircraft Maintenance Ground Security Coordinator Aviation Screener Air Traffic Controller Operation/Maintenance/Emergency Response Engine Service Train Service Dispatcher/Operation Name Other [Includes yardmasters, hostlers (non-engineer craft), bridge tenders] Switch tenders, and other miscellaneous employees performing 49 CFR (c) defined covered service Crewmember Revenue Vehicle Operation Revenue Vehicle and Equipment Maintenance Revenue Vehicle Control/Dispatch Page 25

26 CDL/Non-Revenue Vehicle Armed Security Personnel Regulated Position Non-DOT e. Random Testing i. <Status> - Choose one of the following using the selection box: Active (Included in Random Selections) Applicant Decision Pending Not Hired Leave of Absence Terminated Inactive <Type> Person Group Page 26

27 3. Click the +Add participant button to save the new participant. The participant will be added to the participant list in the Participant Overview Window. 4. For instructions on how to add the following data to a Participant record please see the Companies Participants Update/Change Participant Information section of this documentation: a. Address b. Phone Page 27

Companies Participants Update/Change Participant Information Overview 1. Use the search box to find the participant that you wish to update or change.

28 Companies Participants Update/Change Participant Information Overview 1. Use the search box to find the participant that you wish to update or change. You can search for the participant via First name, Last Name, or Last four numbers of the Social Security Number. Enter the search data and click the Search Icon. 2. All participants that meet the search criteria will be displayed in the list. To change the participant record, click the participants name. Page 28

29 3. The Participant Overview window will be displayed. 4. The following information can be accessed or viewed from the Participant Overview window: <Employment> - Participant s Employment Information: Location: Status, Pre-Employment Test, Hired, Terminated, Physical Exam. Page 29

30 a. <Vitals> - Participant s name, date of birth, and gender b. <Testing Category> - Shirt and Employment Type Page 30

31 c. <Occupations> - The occupations that the participant is associated with. Page 31

32 Companies Participants Update/Change Participant Information PLEASE NOTE: Altering employment or testing will re-assess the participant's random pools, and automatically assign them to eligible profiles. Employment 1. Click into data field to be changed. The following fields are available for editing: a. <Location> Click the location name to change/select the location. b. <Status> - Participant s current status. Select one of the following from the drop-down box: Active Applicant Decision Pending Not Hired Leave of Absence Terminated Inactive c. <Pre-Employment Test> - Positive, Negative, Unknown, Not Required. d. <Hired> - Participant s date of hire e. <Terminated> Participant s termination date f. <Physical Exam> - Participant s date of physical exam 2. Click the Save Changes button to save changes made to the Employment data. Page 32

33 Companies Participants Update/Change Participant Information Vitals 1. In the Vitals display window, click into the field you wish to change. Standard edit functions apply to these fields. 2. Make the desired changes to the data and click the Tab button on your keyboard. 3. Click the Save Changes button save the changes. Page 33

34 Companies Participants Update/Change Participant Information Companies Participants Testing Category Update/Change 1. From the Participant Details window select the Testing Category window. Choose the new data for each data element using the selection box beside each field. a. <Testing Authority> - Use selection box to choose the Testing Authority. b. <Occupation> - Use selection box to choose data. c. <Shift> - Use selection box to choose shift. d. <Employment Type> - Use selection box to choose Salary or Non-Salary. 2. Click the Save Changes button to save changes made to the Testing Category Page 34

35 Identification Add/ Update/Delete Add 1. Click the blue + button on the top left of the Identification window. 2. The Add New ID window will be displayed. Enter the following information into the provided fields: a. <ID Type> - Choose one of the following using the selection box i. Alternate ID ii. Social Security Number iii. Drivers License iv. Employee ID b. <ID Number> - Enter the appropriate ID number for the ID type. c. <Expires> - If applicable enter expiration date in mm/dd/yyyy format. d. <Country> - If applicable choose the Country using the selection box. e. <State> - If applicable choose the state using the selection box. Page 35

36 3. Click the Save button to add the New ID. Page 36

37 Identification Update/Add/Delete Update 1. The identification window contains the Participant s unique identification sources. The system will allow for the following types of identification: a. Social Security Number b. Alternate ID c. Drivers License d. Employee ID 2. To update an identification source, click the pencil icon associated with the source. This will display the Modify ID window. a. Click into the data field to be changed. b. Standard edit functions apply to these fields c. After changing the data press the Tab key on your keyboard d. Click the Save button to save your changes Page 37

38 3. Make changes to the record and click the Save button to save the changes. Page 38

39 Identification Update/Add/Delete Delete 1. Click the red colored trash can icon that corresponds with the record to be deleted. 2. The system will ask you Are you sure you want to delete this ID?. Click OK to delete or Cancel to cancel the delete and return to the Identification window. Page 39

40 3. If the record is successfully deleted the ID Removed message will be displayed. Click the Close button to clear this message. Page 40

41 Occupations Add /Delete Add 1. Click the blue + button on the top left of the Identification window. 2. The Add Occupation window will be displayed. Use the drop-down selector to choose the <Testing Authority> and the <Occupation>. Click the Save changes button to save the occupation record. Page 41

42 Occupations Add/ Delete Delete 1. Click the red Trash Can icon beside the occupation to be deleted. 2. The system will display the Are you sure window. Click Yes to remove this occupation from the participant. Click No to abort the process and return to the participant record window. Page 42

43 Companies Participants Addresses Add/Update/Delete Add 1. From the Participant Details window select the <Address> tab. 2. Click the Add New button and the New Address window will be displayed. Enter the following information into the provided fields: a. <Line 1> - Street address (Required data) b. <Line 2> - Additional street address c. <Postal/Zip Code> - Zip code or postal code for a non-us address (Required data) d. <City> - City (Required data) e. <State> - Select the state where the company is located using the selection box f. <Country> - Select the country where the company is located using the selection box g. <Type> - Select between Billing or Shipping using the selection box. Page 43

44 3. Click the Save button to add the address record. Page 44

45 Companies Participants Addresses Update 1. Click into the field of the data to be changed. Standard edit functions apply to these fields. Make the changes to the field then click the Tab key on the keyboard. 2. When the address updates are complete click the Update button to save your changes. Page 45

46 Companies Participants Addresses Delete 4. Click the Trash Can icon in the upper right corner of the address record to be deleted. Page 46

47 5. The system will ask you Are you sure you want to delete this address? Click OK to delete or Cancel to cancel the delete and return to the participant window. 6. If the record is successfully delete the Address Removed message will be displayed. Click the Close button to clear this message. Page 47

The Add Phone Number window will be display.

48 Companies Participants Phone Add/Delete/ Update Add 1. From the Participant Details window select the <Phone> tab. 2. Click the Add New button. 3. The Add Phone Number window will be display. To change the Phone Number Type select one of the following items from the selection box: a. <Evening> b. <Day> c. <Fax> d. <Other> 4. Click into the Phone Number field and enter the number. Page 48

49 5. Click the Save button to add the new phone number. The phone number will be added to the current phone number list. Page 49

Companies Participants Phone Update/Add/Delete Update 1. From the Participant Details window select the <Phone> tab. 2. Click the Update icon associated with the phone number to be changed.

50 Companies Participants Phone Update/Add/Delete Update 1. From the Participant Details window select the <Phone> tab. 2. Click the Update icon associated with the phone number to be changed. 3. The Edit Phone Number window will be display. To change the Phone Number Type select one of the following items from the selection box: a. <Evening> b. <Day> c. <Fax> d. <Other> Page 50

51 4. To change the phone number, click into Phone Number field and change the number. 5. Click the Save button to save the changes made to the Phone Number. Page 51

52 Companies Participants Phone Update/Add/Delete Delete 1. From the Participant Details window select the <Phone> tab. 2. Click the red Trash Can icon beside the record to be deleted. 3. The system will ask you Are you sure you want to delete this phone number? Click OK to delete or Cancel to cancel the delete and return to the participant window. Page 52

53 Locations 1. Click the Locations tab to display locations associated with the parent organization. Page 53

54 Results 1. Click the Results tab to display the following: Pending Randoms Completed Randoms Other Results Page 54

55 Reporting - Rules Add 1. Click the <Reporting> tab on the menu bar. 2. A Reporting Rule allows the user to define the following: a. <Selection Routing Method> - Choose from the selection box how this report should be delivered: , Fax, Text Messaging b. <Select Contact> - Choose from the selection box a contact for this company. c. <Select Report> - Choose from the selection box the report that will be linked to this rule. 3. Note: The number of rules per report is unlimited. After the rule, has been built select the Add Rule button to save this rule. 4. The system will display the message Successfully added rule after a reporting rule is successfully added and the rule will be listed in the Current Reporting Rules list. Page 55

56 Page 56

57 Companies Reporting Rules Add/Delete Add Result Letter Rules 1. The Result Letter has two additional options that the user can define: a. <Result Status> - Choose from the selection box one of the following: All, Non-Negative, or Negative. b. <DOT Status> - Choose from the selection box one of the following: All, DOT, or Non-DOT. 2. When the Result Letter rule has been built, select the Add Rule button to save this rule. 3. The system will display the message Successfully added rule after a reporting rule is successfully added and the rule will be listed in the Current Reporting Rules list. Page 57

58 Companies Reporting Rules Add/Delete Delete 1. From the Company Overview window select the <Reporting> tab. The reporting rule window will be displayed. 2. Click the red Trash Can icon that corresponds with the reporting rule to be deleted. 3. The system will ask you Are you sure you want to delete this reporting rule? Click OK to delete or Cancel to cancel the delete and return to the document window. Page 58

59 4. The system will display the message Successfully deleted rule after a reporting rule is successfully deleted and the rule will be removed from the Current Reporting Rules list. Click the Close button to close this box. Page 59

DrugPak 6.0 Users Manual by Scanlon Associates

DrugPak 6.0 Users Manual by Scanlon Associates Version 6.0.70725 I DrugPak 6.0.70725 Table of Contents Part I DrugPak Main Module 2 1 Main Screen... 2 Status Bar... 2 Navigator Bar... 2 Database Control...