D.I.R.T. Training, Module 1 Web Registration and Usage of damagereporting.org Houston, TX, 3/31-4/1/05 DIRT Development Team

2 Training Goals Understand registration process, roles, responsibilities Damage report entry and validation ADL for bulk data entry Data grants and Query Wizard Universal Front-End Loader (UFEL)

3 Introduction Environments –Production: –Train/Test: sandbox.damagereporting.org Feedback Link –Use for all support questions Training Scenarios, Webmail, Sample data

4 Registration - 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

5 Registration - 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

6 Registration - Scenario #1 Demo and Lab exercise verification Demo: CGA Admin Approval First login for scenario #1 admin, manager, and user.

7 Registration - Scenario #2 Demo and Lab exercise verification First login for Comp. Admin 2

8 Registration - Scenario 3 Demo and Lab exercise Verification Comp. Admins 1 & 2 approvals First Login for Manager 2 & User 2

9 Web 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

10 Automated Data Loader (ADL) Visit “File Upload” from Main Menu View “File Upload Specification” Visit sample data page, download your.xls file: Open file in Excel, e.g. trn_tx_a1.xls Save as CSV, e.g. trn_tx_a1.csv

11 ADL 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

12 User Tasks Edit Profile Change Password Log out, go through Password Request procedure

13 Manager Tasks Browse Damage Report Edit Damage Report

14 Company Admin Tasks Registrant Approval User Admin

15 Data Grants - Company Admin Main Menu: Data Grants Are You a Reporting Organization? Add Grant with/without State/Province restriction Revoking Grants

16 Query 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

17 Wrap-Up Questions?