updating a reporter's standard panels

TABLE OF CONTENTS

• Understanding the Reporter Profile
• Standard Panels: Name & Contact Details
• Standard Panels: Site Assignment
• Standard Panels: Report Completion Rate
• Standard Panels: Timesheet Settings
• Standard Panels: Associations

Understanding the Reporter Profile

Once enrolled, each reporter will have a profile page from which you will be able to make updates to their account. Access this page by clicking their name on the Modify Reporter Settings page. Here’s a quick overview of the layout: 

1. On the left, in your Mission Control, click Reporters, Staff, & Sites.
   
   

2. On the right, click Manage reporter accounts.
   
   

3. Click the relevant reporter’s name.
   
   

4. The Name & Contact Details will be open by default.
   
   

5. Use the green arrows to open and close setting panels.
   
   

6. Once opened, on the right of each panel, you’ll see an Edit button. Use these buttons to open pop-up windows to edit each panel.
   
   

Please see the following sections for detailed descriptions of the uses of each section.

Standard Panels: Name & Contact Details

The Name & Contact Details panel contains the personal details for each reporter, including email address (username) and password. This panel also includes the mobile device and carrier details, as well as the status of the account. 

1. On the left, in your Mission Control, click Reporters, Staff, & Sites.
   
   

2. On the right, click Manage reporter accounts.
   
   

3. Click the relevant reporter’s name.
   
   

4. The Name & Contact Details panel will open automatically.
   
   

5. To make changes to this panel, click the Edit button. This pop-up window will open:
   

6. Click the Edit button to save your changes.
   
   

7. For more information about Archiving and Deleting accounts, please see the relevant section in this chapter. 

Standard Panels: Site Assignment

The Site Assignment panel contains the site assignment(s) for the reporter.

1. On the left, in your Mission Control, click Reporters, Staff, & Sites.
   
   

2. On the right, click Manage reporter accounts.
   
   

3. Click the relevant reporter’s name.
   
   

4. Open the Site Assignment Panel.
   
   

5. To make changes to this site assignment panel, click the Edit button. This pop-up window will open:
   

6. Assigned Sites will appear first. You can remove a site by clicking the X, and subsequently restore by clicking the Restore link.
   
   

7. To add site assignments, choose one of the following options: 

   • All active sites
     
     

   • All active and inactive sites
     
     

8. Then use the drop-down menu to choose sites one at a time or use the **Select All** option to assign all available sites.
   
   

9. Click the Update button to save your changes. 

Standard Panels: Report Completion Rate

The Report Completion Rate panel contains the report completion details for the reporter. Use this section to track both current and historical report completion rates.

1. On the left, in your Mission Control, click Reporters, Staff, & Sites.
   
   

2. On the right, click Manage reporter accounts.
   
   

3. Click the relevant reporter’s name.
   
   

4. Open the Report Completion Rate panel.
   
   

5. To make changes to this panel, click the Create and Manage Completion Rate Periods link.This pop-up window will open:

6. Step 1: Are You Adding, Updating, or Removing a Completion Rate Period? Use this section to tell the system what kind of Completion Rate Period you would like to work on.
   

7. Step 2: Create a Time Period. Use this section to insert a start and end period.
   
   

8. Step 3: Apply to One or More Reporters. Use this section to create a Historical Completion Rate term for just the reporter you’re updating or include others.
   • The first option will make this Historical Completion Rate term only for the reporter you’re updating.
     
     
   • The second option [Reporter First Name] and Other Reporters will allow you to apply this Historical Completion Rate term to the reporter you are updating and others.
     
     
     • You can view your currently-enrolled reporters, your deleted reporters with data, or all.
       
       
     • Use the Select All link to apply the Historical Completion Rate term to all of your reporters.
       
       
   • The third option, Association Assignment, allows you to apply the Historical Completion Rate term to cohorts of Reporters linked to Associations.
     
     
     • You can assign the rate by locating the Association and clicking the Assign link.
       
       
     • Choose the Association Items for the reporters you’d like to which you would like to apply the Historical Completion Rate.
       

9. Click the Update or Close without Changes button to save your changes.

Standard Panels: Timesheet Settings

IMPORTANT: You will need to follow the steps found in the chapter on Timesheets: Setup before you can connect reporters to their timesheet settings.

The Timesheet Settings panel contains each reporter's timesheet association, template, personal start date, personal end date, and blackout dates. 

Importantly, you can access each individual's Timesheet Dashboard by clicking the Show Dashboard link here. (Checkout this article for more information about the Timesheet Dashboard.)

1. On the left, in your Mission Control, click Reporters, Staff, & Sites.
   
   

2. On the right, click Manage reporter accounts.
   
   

3. Click the relevant reporter’s name.
   
   

4. Open the Timesheet Settings panel.
   
   

5. To make changes to this panel, click the Edit button. This pop-up window will open:

   
   
   ***More Features Available: If you'd like more information about how you can use your timesheets to track Accompaniment, Teleservice Communications Tracking, or other non-time-based information, please contact us.
6. Click the Update or Close without Changes button to save your changes.

Updating a reporter's Personal Start or End Date will automatically set any relevant Blackout Dates.

For example: The Timesheet template dates are Sept. 1, 2024 - August 31, 2025.

If the reporter's Personal Start Date is 10/14/2024, a blackout period will automatically be created for 9/1/2024 - 10/13/2024.

If the reporter's Personal End Date is 8/3/2025, a blackout period will automatically be created for 8/4/2025 - 8/31/2025.

Timesheet Template/Term Sub-panels

For each timesheet template or term assigned to the reporter, a sub-panel will also be available.

• Approved Hours: Most recent hours total of all approved Timesheets.
• Pending Hours: The count of the most recent hours from all submitted Timesheet that have not been approved.
• Disallowed Hours: The count of hours from any timesheet that has been disallowed. (Checkout this article for more information about disallowing timesheets.)
• Personal Start Date: The earliest date within the template's period when the reporter can begin accruing time.
• Personal End Date: The last date within the template's period when the reporter is allowed to enter time. 
• First Date with Data: The first date submitted on any timesheet. 
• Most Recent Date with Data: This is the most recent date that data was submitted on an approved Timesheet. 

Standard Panels: Associations

The Associations panel contains all of Type 1, Type 2, and Type 3 Association assignments for each reporter.

1. On the left, in your Mission Control, click Reporters, Staff, & Sites.
   
   

2. On the right, click Manage reporter accounts.
   
   

3. Click the relevant reporter’s name.
   
   

4. Open the Associations panel.
   
   

5. To make changes to this panel, click the Edit button. This pop-up window will open:
   

6. Use the drop down menu to assign Association options to each reporter.
   

7. To remove Association Items use the X, and to restore a previously selected Association click the Restore link.

   

8. Click the Update or Close without Changes button to save your changes.