New User Orientation PARTICIPANT WORKBOOK

New User Orientation PARTICIPANT WORKBOOK

INTEGRATED SOFTWARE SERIES New User Orientation PARTICIPANT WORKBOOK

Version 2.0 Copyright 2005 2009. Interactive Financial Solutions, Inc. All Rights Reserved. Integrated Software Series New User Orientation Participant Workbook. This workbook, as well as the software described in it, is furnished under license and may be used or copied only in accordance with the terms of such license. The contents of this workbook are furnished for informational use only, are subject to change without notice, and are provided without any express, statutory, or implied warranties. Interactive Financial Solutions, Inc. assumes no responsibility for any errors or inaccuracies that may appear in this workbook. The example companies, organizations, products, domain names, e mail addresses, logos, people, places, and events depicted herein are for demonstration purposes only and are not intended to refer to any actual organization. Integrated Software Series and Solana are a copyright of Interactive Financial Solutions, Inc. MRDD Solutions and the MRDD Solutions logo are registered trademarks of Interactive Financial Solutions, Inc. Other product and company names mentioned herein may be the trademarks of their respective owners.

Contents....................................................... Session Objectives... 8 Session Agenda... 9 Lesson 1: Launching the Software... 10 Logging In To Citrix (ASP Only)... 10 Logging In To ISS... 13 Lesson 2: Understanding the Menu Bar... 15 The Program Menu... 15 The File Menu... 15 The Edit Menu... 15 The Module Menu... 15 The Window Menu... 16 The Help Menu... 16 Lesson 3: Screen Basics... 17 Lesson 4: Keyboard Shortcuts... 19 Lesson 5: Membership Selectors... 20 Lesson 6: Grids... 21 Lesson 7: Adding Items... 23 Lesson 8: Finding and Viewing Items... 25 The Find List... 25 The Browse Button... 26 The Refresh Button... 28 Lesson 9: Modifying Items... 30 Lesson 10: Deleting Items... 31 Deleting an Item... 31 Deleting Multiple Items... 32 Lesson 11: Creating a Listing... 33 Lesson 12: Sort Order Selectors... 34 Lesson 13: Printing Reports and Listings... 35 Lesson 14: Saving Reports... 36 Lesson 15: Using ISS Help... 37 Lesson 16: Using the Solana Support Website... 40 Lesson 17: The Support Request System... 43 Support Types and Response Times... 43 Business Days and Hours of Operation... 44 Issuing a Support or New Feature Request... 44 Lesson 18: The Version Log... 46 Lesson 19: Exiting the Software... 48 5

CONTENTS 6

New User Orientation........................................ Welcome to the Integrated Software Series (ISS) New User Orientation training. The user interface and navigation of each ISS module is the same. During New User Orientation, you will learn about the common features and functions of the software. 7

Session Objectives Session Objectives After completing the New User Orientation, you will be able to: Launch the Software Log in to the System Navigate the Menu System Identify the Basic Screen Components Use Membership Selectors, Selection Grids, Sort Order Selectors Use Function and Shortcut Keys Add an Item Find and View an Item Modify an Item Delete an Item Create a Listing Print a Report Save a Report to Another Format Use ISS Help and the Solana Support Web site Submit a Support Request View the Version Log 8

Session Agenda Session Agenda Today s session will cover the following topics: We will discuss this topic: On page: Lesson 1: Launching the Software page 10 Lesson 2: Understanding the Menu Bar page 15 Lesson 3: Screen Basics page 17 Lesson 4: Keyboard Shortcuts page 19 Lesson 5: Membership Selectors page 20 Lesson 6: Grids page 21 Lesson 7: Adding Items page 23 Lesson 8: Finding and Viewing Items page 25 Lesson 9: Modifying Items page 30 Lesson 10: Deleting Items page 31 Lesson 11: Creating a Listing page 33 Lesson 12: Sort Order Selectors page 34 Lesson 13: Printing Reports and Listings page 35 Lesson 14: Saving Reports page 36 Lesson 15: Using ISS Help page 37 Lesson 16: Using the MRDD Solutions Support Website page 40 Lesson 17: The Support Request System page 43 Lesson 18: The Version Log page 46 Lesson 19: Exiting the Software page 48 9

. Launching the Software Lesson 1: Launching the Software Logging In To Citrix (ASP Only) If Solana hosts your software, follow the steps below to access the Solana servers and the ISS software: 1. Open your web browser. 2. Go to this web address: https://asp.mrddsolutions.com. Note There is an s at the end of http. 3. Enter the user name and password provided by Solana and click Login Note Solana maintains the Citrix user names and passwords. If you have forgotten your login information, need to add a user or remove a user, issue a support request. You will see the list of applications that your agency has licensed. 10

. Launching the Software 4. Click the Integrated Software Series 3 icon or the Desktop icon. You will see a connecting message. 11

Launching the Software If you see this Internet Explorer Security message, select Do not show me this warning for this program again and click Allow. If you see the Client File Security message, select Full Access and Never Ask Me Again. This will allow you to save files back and forth from your local workstation. Note If you select the Integrated Software Series Icon the login screen of the software will appear. If you click on the Desktop icon you will see the Citrix Desktop. 5. Go on to Logging In To ISS on page 13. Note If you are having problems connecting to the Solana Citrix servers, make sure that your Internet connection is working properly. To test your Internet connection, open your Web browser and try to access various Websites. If your Internet connection is functioning, submit a support request. If your Internet connection is not functioning, resolve that issue with your organization s IT department and try to log in to Citrix again. 12

Launching the Software Logging In To ISS To launch the software: 1. On the Start menu, point to Programs and then point to Integrated Software Series and click: ISS with AutoUpdate or Integrated Software Series. You can also double click your desktop shortcut icon. Solana recommends always launching ISS using ISS with AutoUpdate so that you are always running the latest version of the software. However, if Solana hosts your software or you access the software remotely through Terminal Services (or Citrix), use the Integrated Software Series option instead. You will see the Login dialog box. Clicking More brings up additional options for system administrators, which are discussed in the System Manager Module User s Guide. 13

Launching the Software 2. Enter or select the information as required: In this field: User Name Enter or select: Your assigned user name. When you enter your user name, it will automatically be in all capital letters. Tip The ISS user names are set up in the System Manager Module and are maintained by your organization. For details, see the System Manager Module User s Guide. Password DB Group Database Your assigned, case sensitive password. Tip The ISS passwords are set up in the System Manager Module and are maintained by your organization. For details, see the System Manager Module User s Guide. Your database group. The database group allows companies with multiple databases to organize and group their databases. If your company has multiple groups set up, check with your system administrator as to which one to select. Network users will have a group called Administration in their list. This group is for system administrators only. Do not select it from the list unless directed to do so by Solana. If Solana hosts your software, you will not see this group. Your database. Usually there will be only one database in the list and it will have the same name as your organization. Some organizations have more than one database. If so, check with your system administrator. Note Do not select ISS_Master, from the list unless directed to do so by Solana. 3. Click OK. The Main Toolbar will appear after you log in to the software. Maximize button ISS program icon Title bar Minimize button Close button Menu bar Current database Name of current user logged in to the software Today s date as set on your computer 14

Understanding the Menu Bar Lesson 2: Understanding the Menu Bar The Program Menu Click Restore to re open your window when it is minimized. Click Move and drag the window to a different location on your desktop. You can also move the window by clicking the window itself and dragging it to a new location. Click Minimize to close the current window without exiting it. The window will appear as a taskbar button on your Windows taskbar. Select Close to exit the software. You can also press ALT + F4 to exit the software. The File Menu Click Change Data Set to log in to the software again with a different user name, database group or database. Click Change Password to change your password. Click Exit to exit the software. The Edit Menu Click Preferences to set the zoom percentage for your print previews. The Module Menu On the Module menu, you will find a list of all the available ISS modules. Each module name has an arrow next to it. The arrow indicates that there is a submenu available with more options from which to select. As you point to the module name, the submenu will automatically open, showing you the list of available options. 15

Understanding the Menu Bar The Window Menu Offset the open windows so that one is not completely covering another. Select the title of an open window to bring it to the top The Help Menu Click Contents... or Index... to bring up ISS Help. See Lesson 4 for details. View the list of changes made to the software after an update. See Lesson 5 for details. 16

Screen Basics Lesson 3: Screen Basics A 2 D J C H 5 F I G Screen Component Description 1. Required Field Required fields are highlighted in red and must be completed in order to save. 2. Look Up Boxes Look up boxes are fields that must contain an item already set up in the system. Place your cursor in a look up box, and press F2 to browse for the code you are looking for, if you don t know it. Once you select or enter the code, the item s description will appear next to the box. Double click the label to bring up more information about the item. Press a function key to add a new item or edit the selected look up item. Press F7 to add a new item. Press F8 to modify the selected item. 3. Date Boxes Click the arrow to select a date from the calendar. Press the UP ARROW or DOWN ARROW keys to increment or decrement the date field. Press F5 to move back one day or press F6 to move ahead one day. 17

Screen Basics Screen Component Description 4. Time Boxes If you tab in to a time box, you must enter a leading 0 or a 1 (for example 09:00, not 9:00). You do not need to enter a : between the hours and minutes, the system will automatically insert if for you. The system will default the time to AM. If you use your mouse and click in to an empty time box, the system will default to the current time as set on your computer. To change to PM, press P, or press the UP ARROW or DOWN ARROW keys or press the SPACEBAR. To switch back to AM, press A, or press the UP ARROW or DOWN ARROW keys or press the SPACEBAR. 5. Check Boxes If there is a check mark in the box, the field is active. You can press the SPACEBAR or click on the box itself to select or clear the check box. 6. Lists Press the first character of the list item to go to the first item beginning with that character. Press the character again, to go to the next item beginning with that character and so on. Press the UP ARROW or DOWN ARROW keys to scroll one list item at a time or press PAGE UP to move to the top of the viewable list and press PAGE DOWN to move to the bottom of the viewable list. Press a function key to maintain customizable lists on the fly: Press F6 to view the highlighted item. Press F7 to add a new item. Press F8 to modify the highlighted item. 7. Notes The Notepad icon indicates that you can bring up a note dialog to enter free form text. Once a note has been added, the Notepad icon looks like it has writing on it. 8. Processing Button Perform an action within the screen such as Add, Edit, Save or Cancel. 9. Status Bar The status bar shows you who last updated the information and when, and if the CAPS or NUM locks is on or off. 10. Tab Some screens have tabs of information. Click on the tab to bring it to the front. 18

Keyboard Shortcuts Lesson 4: Keyboard Shortcuts Using keyboard shortcuts to navigate the software and enter data into the system, is faster than using the mouse to enter data. Below are the shortcuts built into ISS: If you want to: Activate the default or highlighted processing button Then press: ENTER Launch a menu command. Perform a task or action in a dialog box. Move forward from one item (box, button) to the next one. The underlined letter. ALT + the underlined letter. TAB Move backward from one item (box, button) to the next one. SHIFT + TAB The table below gives shows the function key short cuts built into ISS: If you want to: Then press: Access ISS Help. F1 Bring up a Browse dialog box from a look up box to search for look up item s code. Refresh the current list. If you are in a date box, it will move back one day. View the selected item in a list. If you are in a date box, it will move ahead one day. Add a new lookup or list item from a look up or list (if you have add rights). This is called adding on the fly. Modify the selected lookup item or highlighted list item (if you have edit rights). This is called modifying on the fly. F2 F5 F6 F7 F8 19

Membership Selectors Lesson 5: Membership Selectors Membership selectors let you set up group memberships. If you want to: Add one item Add multiple items Add all the items Remove one item Remove items Remove all the items Then: Highlight it in the Not Member Of column and click Add One or double click the item. Press CTRL while highlighting one or more items in the Not Member Of column, and then click Add One. Click Add All. Highlight it in the Member Of column and click Remove One. Press CTRL while highlighting one or more items in the Member Of column, and then click Remove One or double click the item. Click Remove All. 20

Grids Lesson 6: Grids Grids contain tabular information and are found mainly in the report wizards, in transaction dialog boxes, and in parent child dialog boxes. Within the selection grid you can sort the data, and highlight and select or clear rows. If you want to: Then: Sort the data on one column Click the column title to sort the data in ascending order. Click the column title again to sort the data in descending order. Sort the data on up to three columns Highlight multiple rows Hold CTRL while you click individual column titles to sort the columns in ascending ordering. If you click the same column title again, while holding CTRL the data in that column will sort in descending order. Hold CTRL while you click each row you want to highlight. 21

Grids If you want to: Then: Highlight consecutive rows Hold SHIFT and click the first row you want to highlight and then click the last row you want to highlight. Mark a row for inclusion Clear a row from inclusion Reverse the selection of multiple rows Go directly to a row Click the check box so that a check mark appears OR highlight the rows you want to include and click Mark. Click the check box so that the check mark disappears OR highlight the rows you want to clear and click Clear. Highlight the rows you want to reverse and click Invert. Any rows previously selected for inclusion will be deselected and vice versa. Click on the column heading and quickly type the first three letters of the item or press the UP ARROW or DOWN ARROW keys to scroll to it. 22

Adding Items Lesson 7: Adding Items To add an item: 1. Click Add. Either a new dialog box will open or the fields in the current dialog box will become active. 23

Adding Items 2. When finished entering the required information, click Save. If you want to exit the dialog box without saving the information, click Cancel. You will see a warning message: Tip Click Yes to exit the dialog box without saving the changes. You can also add an item information as you are using the software by pressing F7 in any look up or list box. 24

Finding and Viewing Items Lesson 8: Finding and Viewing Items The software uses three conventions for finding and viewing information. You can also view an item s information as you are using the software by pressing F8 in any look up box or by double clicking its label. The Find List To find and view an item in those dialog boxes that use a Find list box: Select the item you want to view from the Find list box. The item s information will populate the dialog box. 25

Finding and Viewing Items The Browse Button To find and view an item in those dialog boxes that use a Browse button. 1. Click Browse from the dialog box. 2. Enter any combination of search criteria in one or more fields or click List All. Tip The more criteria you enter, the narrower your results list will be. 26

Finding and Viewing Items 3. Highlight the item want to view and click Select. The item s information will populate the dialog box. 27

Finding and Viewing Items The Refresh Button To find and view an item in those dialog boxes that use a Refresh button. 1. Enter any combination of search criteria in one or more fields and click Refresh. Tip Depending on the dialog box you are in, make sure you enter a date range that includes the items you are looking for. Leave the ID 0 if you do not know the ID number the system assigned to the item and leave the batch number 0 to see all the items regardless of batch number. You will see a list of transactions that match your criteria. 2. Highlight the transaction you want to view and click View. 28

Finding and Viewing Items The information will populate the dialog box. 29

Modifying Items Lesson 9: Modifying Items Tip You can modify item as you are using the software by entering its code in a lookup box or highlighting it in a list box and pressing F8. To modify an item: 1. Find the item you want to modify and click Edit. 2. Modify the information as needed and click Save. 30

Deleting Items Lesson 10: Deleting Items Tip If an item is in use or has any history, you will not be able to delete it. Most items do have the option to make the item inactive (by clearing the Active check box). Doing so will prevent the item from being used in the future. Deleting an Item To delete an individual item: 1. Find the item you want to delete. 2. Click Delete. 3. Click Yes to delete the item (or No to cancel). 4. Click OK to close the confirmation window, if applicable. Note The confirmation window will not appear if you are deleting an item in a grid. 31

Deleting Items Deleting Multiple Items Some dialog boxes give you the ability to delete all the items that appear in the results grid based on your search criteria. 1. Find the items you want to delete. 2. Click Delete All. 3. Click Yes to delete all the transaction shown in the grid (or No to cancel). 32

Creating a Listing Lesson 11: Creating a Listing To create a listing of items: 4. Click Listing from the dialog box. You will see a print preview of the listing: 5. From here, you can print the listing or save it to a standard format. 6. Click the X in the upper right corner to close the print preview. 33

Sort Order Selectors Lesson 12: Sort Order Selectors In many report wizards you will be able to select the order you want items to appear in the report. Highlight the item in the list and use the black up and down arrows to move it up or down one position in the list. Continue this process until the items are in the order you want them to appear. 34

Printing Reports and Listings Lesson 13: Printing Reports and Listings After you run a report or click on Listing or Print from a dialog box, the listing or report will appear as a print preview. From here, you can perform many functions. A B C D E F G H Print Preview Component: Description 1. Print Icon Bring up your printer s Print dialog box to print the report or listing. 2. Copy Icon Copy the information and formatting of the current page to the clipboard to paste into another program. 3. Search Icon Bring up the Search dialog box to find a keyword within the report or listing. 4. Page Layout Icon Set the number of pages you want to view at the same time. 5. Zoom Settings Enter or select a percentage or click on the + or magnifying glass to make the text larger or smaller. 6. Page Navigation Settings 7. Back and Forward Icons Enter the page number to go directly to that page in the report or listing, or click the up or down arrows to go to the next page or back to the previous page. Click Back and Forward to switch back and forth between the last two pages viewed or step back or ahead to the pages previously viewed. 8. Scroll Bar Scroll up and down the current page of the report or listing. 35

Saving Reports Lesson 14: Saving Reports To export and save a listing or report in another format, press CTRL + E at the same time from a print preview. You will see the ISS Export dialog box. Select or enter: Text File Text File (Formatted) Rich Text File Acrobat Reader File (PDF) Excel Excel (Formatted) HTML A delimiter character Show in Browser Include Headers To: Save the data to a text (.txt) file to open in any word processing program. This will not include any column or page headers. Save the data, column headers and page headers to a text (.txt) file to open in any word processing program. Save the data and all formatting to a Microsoft Word interchange (.rtf) file to send as an email attachment. Save the data and all formatting to an Acrobat (.pdf) file to send as an email attachment or publish to the Web. Save the data to an Excel file (.xls). This will not include any formatting. You can then format the report in Excel and create charts and graphs. Save the data and all formatting to an Excel file (.xls). You can then create charts and graphs in Excel for presentations or perform advanced analysis. Save the data and all formatting to an HTML (.html) file. You can then publish the listing or report to the Web. Enter the character that appears between data fields for Text and Text File (Formatted) only. Open the file immediately in the appropriate program. Include the column headers for Text File formats only. Note If you are an ASP user, the V:\ drive on Citrix maps to the C:\ drive on your local computer. If you want to save to your desktop, select V:\Documents & Settings\[Your Computer]\Desktop. 36

Using ISS Help Lesson 15: Using ISS Help You can access ISS Help from within the ISS software in one of three ways: Press F1. ISS Help will open to the Contents tab. On the Help menu, click Contents... ISS Help will open to the Contents tab. On the Help menu, click Index... ISS Help will open to the Index tab. From ISS Help, you can: Click the Contents tab. Then click the plus sign to expand the list of topics and click a topic to go to more information about it. 37

Using ISS Help Click the Index tab. Enter a key word to see a list of matching entries. Then, highlight the entry and click Display to go to more information about it. Click the Search tab. Enter a key word and click List Topics to search the help files. Then, highlight an entry and click Display to go to more information about it. 38

Using ISS Help Click the Favorites tab. Click Add to save a bookmark to the current topic. Then in the future, you can highlight the entry in your favorites list and click Display to go directly to that topic. 39

Using the Solana Support Website Lesson 16: Using the Solana Support Website On the Solana Support Website, you can download Acrobat (PDF) files of our support materials. In this area: You will find: Documentation The latest Module User s Guides Training Materials White Papers Release Notes Webinar Materials The latest training workbooks Detailed bulletins on specific topics A summary of the updates made to the software by build number The handouts and recording archives of webinars In addition to the support library, you can also sign up for upcoming webinar and training events and participate in our user community discussion forums. To access the Solana Support Website: 1. Go to the following Web address: www.solanapro.com 2. In the orange bar on the right, click Customer Support. 40

Using the Solana Support Website 3. Enter your login information on the right and click Login. Note If you do not have a login yet, click Register to sign up for an account. You will need to know the agency code that Solana has assigned to your company. Your instructor will provide you with your agency s code. Once you register, you will receive a confirmation e mail message from Solana within one business day letting you know that your account has been activated. If you forget your password, enter your user name and click Password Reminder. Your password will be e mailed to the e mail address on file. After you have logged in, you will see a list of links to the support areas appear on the left. 41

Using the Solana Support Website 4. Click the link to the area you want to view. 42

The Support Request System Lesson 17: The Support Request System Solana prides itself in offering personal service and quick response times. You receive unlimited technical support through the terms of your Maintenance and Support Agreement. We have the ability to remotely analyze and correct user errors as well as maintain and update the Integrated Software Series. Our goal is to acknowledge and diagnose all issues within four business hours, if not immediately. Therefore, our Support Department uses computer software to electronically manage all support requests to ensure timely and accurate support. The system uses a first contacted, first served philosophy along with support types and priority levels to prioritize all support requests. All the requests we receive are sorted electronically in our system and placed into a queue. Support Types and Response Times Support will respond to all requests placed prior to 2 p.m. ET on the same business day and within the time frames noted below for the support type: Support Type: Meets emergency criteria: A billing issue within 24 hours of billing due date A payroll issue within 24 hours of check printing or EFT file submission None of the users (versus one) can log into the software in a network environment One user with a customer verified and active Internet connection cannot log in to the software when it is hosted by Solana. Test your Internet connection before issuing a request. Within first 30 days Any support request that occurs within the first 30 days of your installation is immediately treated as an emergency request. Standard You can designate your standard request as either a high or a low priority to assist us with prioritizing. Initial Response Time: 30 business minutes or less (excluding rare and special circumstances) 30 business minutes or less (excluding rare and special circumstances) Four business hours or less Diagnosis and resolution times are dependent upon the complexity of the issue and the impact the issue places on your business. Therefore, we cannot offer any type of guaranteed diagnosis or resolution time. Solana does assure you that each one of your issues (large or small) is very important to us and we will direct the appropriate resources to satisfy your request. 43

The Support Request System Business Days and Hours of Operation Support is open Monday through Friday from 8 a.m. to 5 p.m. ET. Support is closed (no support available) to observe these holidays: New Year s Day* Memorial Day Independence Day* Labor Day Thanksgiving Day** Christmas Day* *This holiday may fall on a weekend. Support will be closed on Friday for a Saturday holiday and on Monday for a Sunday holiday. **The Support Department is also closed on the Friday after Thanksgiving Day. However, emergency support is available that day, if needed. Issuing a Support or New Feature Request The quickest and easiest way to submit a support or new feature request is to go to our website: 1. Go to the following Web address: http://www.solanapro.com. 2. Click the Support Request link in the orange navigation bar. [ 44

The Support Request System 3. Fill out the electronic request form completely and click Submit. Note The * indicates the field is required and must be filled in to submit. You can also one of these alternate methods to submit support/new feature requests: E mail: support@solanapro.com. Telephone: (419) 335 1280 Option 7 (Primary) or (206) 337 0215 (Backup) 45

The Version Log Lesson 18: The Version Log The version log is the way Solana informs you of any enhancements or resolutions that have been included in a software update. All users should review the version log to learn about the new enhancements and resolutions made to the software after each update. To view the version log: 1. On the Help menu, click Version Log. 2. From the ISS Version Log dialog box, select or enter a begin date and an end date from the date boxes and click OK. You will see a listing of all the enhancements and resolutions made to the software sorted by module within the date range you selected. The Build column lists the build number that Solana assigned to the update. 46

The Version Log The Date column lists the date the update was created. The Module column lists the module that was updated. The Description column designates the change as a either a New Feature or a Resolution and gives a brief description of the change. 47

Exiting the Software Lesson 19: Exiting the Software To exit the software: 1. On the File menu, click Exit. 2. If you are an ASP user, on the Start menu of the Citrix desktop, click Log Off [user name]. 3. Click Yes.! Do not exit your Citrix session, by clicking on the X in the upper left hand corner of your Citrix desktop. Otherwise, your session will not close properly and you may experience difficulties the next time you log in to Citrix (such as printing problems). If you do accidentally click on the X to close your session and have problems reconnecting to Citrix, submit a support request. 48

.. Exiting the Software 4. Click Log Off on the Citrix web page to exit Citrix You are no longer connected to Solana s Server. 49

Exiting the Software 50

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