D.I.R.T. Training, D.I.R.T. Training, Module 1Module 1

Web Registration and Usage of damagereporting.orgHouston, TX, 3/31-4/1/05DIRT Development Team

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Training GoalsTraining Goals

Understand registration process, roles, responsibilities

Damage report entry and validation

ADL for bulk data entryData grants and Query WizardUniversal Front-End Loader

(UFEL)

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IntroductionIntroduction

Environments– Production: www.damagereporting.org– Train/Test:

sandbox.damagereporting.org Feedback Link

– Use for all support questions Training Scenarios, Webmail,

Sample data

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Registration - RolesRegistration - Roles

User, a.k.a. Contributor– Data entry and upload– Can only see/edit their own data

Manager– Also: can see/edit all company data

Company Administrator– Also: approves new users/managers,

grants reporting access to other orgs Application (CGA) Administrator

– Verifies/approves new companies

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Registration - ScenariosRegistration - Scenarios

Scenario #1: New Company, Comp. Admin 1 adds User1, Manager1 during reg.

Scenario #2: Company Admin 1 adds Company Admin 2

Scenario #3: Manager2 and User2 register, choose existing company

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Registration - Scenario #1Registration - Scenario #1

Demo and Lab exercise

Email verification

Demo: CGA Admin Approval

First login for scenario #1 admin, manager, and user.

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Registration - Scenario #2Registration - Scenario #2

Demo and Lab exercise

Email verification

First login for Comp. Admin 2

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Registration - Scenario 3Registration - Scenario 3

Demo and Lab exercise

Email Verification

Comp. Admins 1 & 2 approvals

First Login for Manager 2 & User 2

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Web Data EntryWeb Data Entry

All Users, Managers, Comp. Admins:– Go to Damage Report screen– Enter report for 3/1/05 at your Home

address, leave 1 req’d field empty– Choose “Yes”, to Locate Requested– Choose “Facility was not located” as

Root Cause (Part I), click Submit.– Fix error(s) and Submit again

Go to Browse Damage Reports– Note data visibility depending on Role

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Automated Data Loader Automated Data Loader (ADL)(ADL) Visit “File Upload” from Main Menu View “File Upload Specification” Visit sample data page, download

your .xls file: http://sandbox.damagereporting.org/train/

Open file in Excel, e.g. trn_tx_a1.xls Save as CSV, e.g. trn_tx_a1.csv

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ADL ContinuedADL Continued

On File Upload page, choose *Tab* as delimiter, Browse and find your .csv file, click Upload

Note error. Go Back, change delimiter to *Comma* & Upload again

Note data error. Switch to Excel and fix error. Browser: go Back and Upload again.

Main Menu: Browse File Uploads– Note data display based on Role

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User TasksUser Tasks

Edit ProfileChange PasswordLog out, go through Password

Request procedure

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Manager TasksManager Tasks

Browse Damage ReportEdit Damage Report

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Company Admin TasksCompany Admin Tasks

Registrant Approval

User Admin

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Data Grants - Company Data Grants - Company AdminAdminMain Menu: Data GrantsAre You a Reporting

Organization?Add Grant with/without

State/Province restrictionRevoking Grants

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Query WizardQuery Wizard

Role overview:– User: only sees their own data– Manager: all data for company, plus some granted data (display list)

– Admin: all data for company plus all granted data

Select Output Format Example load into Excel

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Wrap-UpWrap-Up

Questions?