Training. Veersion 1.0. Octo

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1 WebsiteeNavigaation/GeettingStaarted Training gforbothc CAsandPrrivateProvviders Veersion1.0 Octo ober24,2008 8

2 Website Navigation and Getting Started Welcome to SAP Online! You can access a great deal of information resources on this website without logging in. If you were a previous SAP user on the old website (lavender and green), you may recognize some of the tabs (formerly across the top) which have been transferred over from the old site to this new SAP Online site setup (See below): October 24, 2008 Version 1.0 Page 2

3 If you are a county authority (CA) or private provider, you will register and log in/log out via the Account Access areaa in the upper left. This area also includes a My Account link for access to your account and contact information area. The lower left portion of the screen will be your go to navigational area for tasking (called Tasking Tabs), while the right Content Display Area will display information and forms. Take a few minutes to look around the website to become familiar with its key elements: October 24, 2008 Version 1.0 Page 3

4 This website s primary reporting function is to serve the Joint Quarterly SAP Reporting Alliance. If you are a county authority (CA), you will: 1. Register/validate your account (Contact KSys Incorporated for your username and password); 2. Grant provider access; and/or 3. View and approve/reject private provider reports. If you are a private provider, you are required to report the services you provided to the LEA(s) for the year. You (the private provider) will: 1. Register an account online; 2. Associate yourself to the appropriate reporting CA(s); and/or 3. Report via the Quarterly Reports section. October 24, 2008 Version 1.0 Page 4

5 County Authority (CA) Access After you log in with your CA account (and after the initial registration process), you ll see the following: In the tasking area, you ll see the following sections: Provider Forms Reports Provider Access Resources Provider Forms is where you, the CA, can go to review private provider data and approve or reject the reports, as necessary. The Reports section is designated for viewing, printing, and/or saving reporting forms. Provider Access is where you assign LEAs to a private provider account so the private providers can report their services provided to them. Lastly, the Resources tab provides user documentation (in pdf format) about the tasking available on the website. October 24, 2008 Version 1.0 Page 5

6 Private Provider Access After you log in with your registered private provider account (after the initial registration process), you will see the following: In the tasking area, you ll see the following sections: Quarterly Forms Reports Resources Quarterly Forms is where you, the private provider, can go to enter your data for the LEA(s) you serviced for the year. The Reports section is designated for viewing, printing, and/or saving reporting forms. The Resources tab provides user documentation (in pdf format) on the tasking available on the website. October 24, 2008 Version 1.0 Page 6

7 Reports As previously mentioned, the Reports section is designated for viewing, printing, and/or saving already started or finished reporting forms. This tasking is available to both CAs and private providers. For both the CAs and private providers, the left tasking area will look relatively the same (with role differentiation): Use the left navigation area in the Reports section to locate and access the report(s) you wish to view (Click on the appropriate link): October 24, 2008 Version 1.0 Page 7

8 Reports [continued] Private Providers After you click on the link of the reporting quarter you wish to view (in the left), select the LEA(s) you wish to view reports for in the first blue box (shown below), and then click Generate Report: *You must select at least one LEA to generate a report. If you select more than one LEA, the data is aggregated. Next, select a format to export the report to (to save locally), and then click Export. You can also print the report via the Print icon circled below: October 24, 2008 Version 1.0 Page 8

9 CAs After you click on the link of the reporting quarter you wish to view (in the left), select the providers you wish to view reports for in the first blue box (shown below), and then click Generate Report: *You must select at least one provider to generate a report. If you select more than one provider, the data is aggregated. Next, select a format to export the report to (to save locally), and then click Export. You can also print the report via the Print icon circled below: The CA s Approve/Reject Reports help documentation will be available on the Resources tab of the website. Please visit this documentation for assistance with how to approve and reject private provider reports. October 24, 2008 Version 1.0 Page 9