Customer Portal Training Navigating the Customer Portal, an Introductory Tour
Agenda • • • • •
Benefits of the Customer Portal Available learning methods Overview of the Customer Portal Customer Portal navigation Resources for additional training and information
Learning Objectives When you have completed this training, you will be able to: • Describe the benefits of the Customer Portal. • List available learning methods. • Login to the Customer Portal. • Identify the main components of the Customer Portal. • Navigate the tabs and screens of the Customer Portal. • Enter data into different field types. • Update and save information. • Exit the application. • Locate self-paced training and quick help materials.
The Customer Portal, an Overview
What is the Customer Portal? The Customer Portal is a web-based application accessible from the Extranet (www.nish.org) that improves the way non-profit agencies (NPAs) and Community Rehabilitation Programs (CRPs) complete and submit Agency and AbilityOne information.
The Customer Portal Introduces • • • • • •
New functionality Single entry point for most business systems Automation and workflow Improved efficiency Ability to upload documents Enhanced collaboration
How will agencies benefit? Benefits: • Single entry point, which improves navigation to applications and access to data. • Streamlined reporting of key AbilityOne/NISH information. • Future collaboration on opportunities and projects. • Displays of key metrics, updates, and alerts in one place. • Platform for future functionality, such as the Employee Research System (ERS). Additional Information: • The portal includes a help system to guide users through the process. • The Customer Portal has a new look and feel, yet key functionality remains primarily the same.
Timeline for Changes When did these changes happen? • The new system deployed August 30, 2010. What do Agencies need to do to access the new system? • Nothing. If you can access NISH business tools, you should have access to the Customer Portal.
Learning Check in Which statements are correct? The Customer Portal introduces the following: A. B. C. D.
New functionality. Automation and workflow. Single entry point for most business systems. Ability to upload documents.
Learning Check in Answer: A. B. C. D.
New functionality. Automation and workflow. Single entry point for most business systems. Ability to upload documents.
Navigating the Customer Portal
Accessing the Customer Portal • Agencies will use the same username and password in the Customer Portal that they use today to access NISH applications. • Agencies can contact customerportalhelp@nish.org with any issues they encounter while logging into the system.
Customer Portal Navigation Let’s access and navigate the Customer Portal.
Accessing the Customer Portal You can access all applications in the Customer Portal with one link. Like many other applications, you need to log in to the Extranet first. To log in and access the Customer Portal: • • • • • • • • •
Open the Internet browser on your computer. Navigate to www.nish.org. Click the Log in now button. The login screen displays. Type your NISH Extranet username and password in the username and password fields. Click the Log In button. Click the For Nonprofits tab. Scroll to Business Tools. Click the Customer Portal link.
Customer Portal Home Screen The Customer Portal opens in a new browser window.
Notice the Home Tab is highlighted because the screen is active. You can click tabs to access other business tools.
Customer Portal Home Screen The Customer Portal opens on the Home screen. There are several navigation elements on the Home screen: • Tabs • Exit Customer Portal link • Help button • Accessible Help button
Customer Portal Home Screen Additional components on the Home screen include: • Customer Alerts • Key Metrics
Customer Portal Home Screen Customer Alerts: • System maintenance • New system functionality • QER delinquencies for specified quarters • Project Tracking delinquencies for one or more projects • NISH’s Annual Registration Period information
Customer Portal Home Screen Key Metrics: • Number of Products/Services Projects on PL • Number of Non-AbilityOne Products Projects procured through NISH • Number of Products/Services Projects on Purchase Exception • Registration Completed on date • Agency Data Updated on date
Learning Check in Which statements are correct? The Customer Portal Home screen has the following navigation elements: A. B. C. D.
Tabs Help button Reports drop down field Exit Customer Portal link
Learning Check in Answer: A. B. C. D.
Tabs Help button Reports drop down field Exit Customer Portal link
Customer Portal Tabs • Let’s review some of the elements we’ve just identified. We’ll start with Tabs. • In the Customer Portal, Tabs allow you to navigate to business tool specific information. • Generally, tabs include data that is arranged in columns. Information in tabs may also include: hyperlinks to additional data, fields to complete, or icons that provide helpful hints.
Customer Portal Tabs Tabs include data that is presented in lists and forms. Tabs allow for easy navigation between sets of information. • Home • Agency Info • QER/404 • Project Tracking Let’s display these tabs one at a time.
The Agency Info Tab Clicking the Agency Info tab displays the Agency screen. This data is presented in a form. You can access the following information within the Agency Info business tool: • Agency Information • Agency Details • Requirements / Eligibility • Addresses • Contacts for NISH • Affiliations • Certifications
The Agency Info Tab
The Agency Info Tab Let’s explore the Agency Info tab in greater detail. • • • • •
Click the Agency Info tab. Notice the Agency Info tab is highlighted, once active. The Agency Info menu displays. Each item in the menu is a hyperlink. Clicking a menu hyperlink displays information related to that menu.
The QER/404 Tab To display QER/404 information, Click the QER/404 tab. This is an example of data that is presented in a list.
The QER/404 Tab • Notice that the Quarterly – Current FY hyperlink is bold, indicating that this is the screen currently displayed. • You can navigate to additional QER functions by clicking hyperlinks in the menu.
The Project Tracking Tab • The Project Tracking tab displays information about Project Schedules. • You can access information about Open, Closed, or All Project Schedules.
The Employee Info Tab • The Employee Research System (ERS) will track the employment of people with significant disabilities over time, at the individual worker level. • This nationwide database will enable analysis of workerlevel outcomes for: – Demographic data, including age, race, and disability. – Employment data, including wage rate and hours. – Benefits and funding data. – Employment status changes, including promotions, placements, terminations, and reasons for change.
The Employee Info Tab • Click the Employee Info tab. • The Published Reports screen displays.
Fields • Screens in the Customer Portal include fields. • There are three different types of fields in the Customer Portal: Text, Text Area, and Drop Down fields. • Text fields allow you to type directly into the field. • Text fields are either editable or locked. – An editable field is white, which means that you can modify information in that field. – A locked field is grey, which means that the information in the field cannot be modified. Text field
Text area field
Fields • Drop Down fields allow you to select a response from a list by clicking the arrow to the right of the field.
• To navigate among fields, click in desired fields or tab between fields. Please note that clicking may be faster than tabbing.
Scroll Bars • Some screens in the Customer Portal include scroll bars. • Scroll bars allow you to display additional data on displayed screens. • Scroll horizontally to display additional columns, as needed. • Scroll vertically to display information located at the top or bottom of screens, as needed.
Scroll Bars
Help in the Customer Portal Screens in the Customer Portal include Hover Help (i) and Screen Help. Hover Help is accessed by resting your cursor on a Hover Help icon (i). A box displays with additional field information.
The main phone number for your agency.
Help in the Customer Portal • Screen Help is accessed by clicking the Help button on the top right side of the screen. • Clicking this button displays a Help pane on the left side of the screen.
Search Functionality • Some tabs in the Customer Portal contain Search buttons. • Searching allows you to quickly locate desired information within lists, without having to open and scroll through numerous data records. • Let’s search for a specific Project Schedule.
Search Functionality If you know specific project information, searching is a quick way to locate the data you need.
Search Functionality • Click the Search button. • A Search Pane displays. Enter desired search criteria in the available fields: Project Name, Schedule #, or Project #. • You do not have to enter information into all three fields.
Search Functionality Let’s perform a search for Project Name: Custodial Services. • •
•
The wildcard or * functionality allows you to perform broad searches. Entering *Custodial* in the Project Name field allows you to search for all projects with the word ‘Custodial’ in the title. Searches are case sensitive.
Search Functionality 1. Type *Custodial* in the Project Name field. 2. Click Go. The list of Project Schedules matching your search criteria displays.
Hyperlinks • The Customer Portal has hyperlinks on several screens. Hyperlinks allow you to access specific data. • Tab specific hyperlinks are located within columns on the QER/404 and Project Tracking tabs. • Hyperlinks are blue and are located in the left column of lists. When clicked, hyperlinks open new screens.
Hyperlinks In this example, navigating to the QER/404 tab and clicking the 2010 Q4 hyperlink opens the 2010 Q4 Labor screen.
Previous and Next Buttons • The Previous and Next buttons located at the top right of several screens in the Customer Portal allow you to display additional screens of data related to the current task. • Clicking the Next button takes you to the next screen of data. In this example, the Previous button is inactive or light grey, as you are currently displaying the first screen of data. • As long as the Next button is active, there are additional records to display.
Previous and Next Buttons Clicking the Previous button takes you to the previous screen of data. In this example, the Next button is inactive or light grey, as you are currently displaying the last screen of data.
Saving Data • Save buttons display on several screens in the Customer Portal. • New data and changed records must be saved. • To save data, click the Save button.
• If you navigate to another screen in the application without saving, the following message will display.
Breadcrumbs • Breadcrumbs are located on several screens in the Customer Portal. They provide a fast way to access data displayed on previous screens in the portal or confirm where you are in the application. • Click the Breadcrumb to access previously displayed screens. • DO NOT click the browser’s back button while navigating the Customer Portal. Doing so will erase unsaved data.
Accessing Reports Reports are available from the Agency Info and Quarterly Detail screens. Two reports are available in the Customer Portal: • Agency Summary Report • Quarterly Employment Report
Accessing Reports List of icons and actions on the Report Screen. Button
Action Download Report Print Report Navigation Search
Exiting the Customer Portal • Log off the system using the Exit Customer Portal link on the upper right side of the screen. • Do not close the browser to log out of the Customer Portal. • A logout message displays after clicking the Exit Customer Portal link.
Exiting the Customer Portal Logging off the Customer Portal using the Exit Customer Portal link: • Releases the load on the Customer Portal, affecting the response time for other users. • Allows other users in your Agency, using the same computer, to access additional system modules. • Helps prevent other users in your Agency, using the same computer, from accessing sensitive data.
Learning Check in Which of these are accurate statements about the Customer Portal? A. Single entry point, which improves navigation to applications and access to data. B. Allows for streamlined reporting of key AbilityOne/NISH information. C. Sets up future collaboration on opportunities and projects. D. Displays of key metrics, updates and alerts in one place.
Learning Check in Answer: A. Single entry point, which improves navigation to applications and access to data. B. Allows for streamlined reporting of key AbilityOne/NISH information. C. Sets up future collaboration on opportunities and projects. D. Displays of key metrics, updates and alerts in one place.
Learning Check in Which of these are accurate statements about fields in the Customer Portal? A. B. C. D.
Text fields are either editable or locked. An editable field is white. A locked field is grey. Information in locked fields can be edited.
Learning Check in Answer: A. B. C. D.
Text fields are either editable or locked. An editable field is white. A locked field is grey. Information in locked fields can be edited.
Customer Portal Enhancements • • • •
AbilityOne Opportunities Projects Loans/Leases/Grants Capabilities
57
Resources For additional information about the Customer Portal: • • • • • • •
NISH website – www.nish.org Frequently Asked Questions Customer Portal self-paced learning Instructor led training sessions Live and recorded Webinars NISH Subject Matter Experts Customer Portal mailbox – customerportalhelp@nish.org
Training To enroll in additional Customer Portal training: 1. Visit www.nish.org. 2. Log in to the Extranet using your existing NISH Extranet user name and password. 3. Click the Training tab. 4. Click the link for Customer Portal Training. 5. Register for an instructor-led, webinar, or selfpaced training session.
Summary Congratulations. You have just completed the Navigating the Customer Portal, an Introductory Tour Training. Below is a summary of the key concepts of this lesson: • • • • •
Benefits of the Customer Portal Available learning methods Overview of the Customer Portal Customer Portal navigation Resources for additional training and information
Learning Objectives This module prepared you to navigate the NISH Customer Portal. You have completed this training and should be able to: • • • • • • • • •
Describe the benefits of the Customer Portal. List available learning methods. Login to the Customer Portal. Identify the main components of the Customer Portal. Navigate the tabs and screens of the Customer Portal. Enter data into different field types. Update and save information. Exit the application. Locate self-paced training and quick help materials.
Conclusion Thank you for attending Navigating the Customer Portal, an Introductory Tour training.
Session Evaluation Information
SESSION TITLE: Portal SESSION CODE: OP-T900
63