Enforcement: Introduction to the FMCSA Portal

1. FMCSAPortal Enforcement: Introduction to the FMCSA Portal Prioritization Phase I Release, December 2010 v1.4

2. Training Objectives • Introduction to the COMPASS Program • Introduction to the FMCSA Portal • Overview of the FMCSA Portal Login • Overview of the FMCSA Portal Features • Overview of the FMCSA Portal Navigation and Icons

3. Introduction to the COMPASS Program • COMPASS was initiated by the Federal Motor Carrier Safety Administration (FMCSA) to transform the way it does business by integrating the Agency's information technologies with its business processes and practices • COMPASS aims to make FMCSA’s information systems more seamless, secure, and supportive of the Agency's mission of saving lives in the years to come • COMPASS is about more than the technology itself—it's about enhancing the effectiveness of the people using the technology

4. Introduction to the FMCSA Portal • The FMCSA Portal provides a broad range of safety information about a company registered with FMCSA through a single interface, rather than requiring users to access multiple systems to gather information • The FMCSA Portal currently services two types of users: • Enforcement Users • Federal staff • State partners • Third party contractors • Company Users • Officials and employees of companies registered with FMCSA such as carriers and shippers • Support personnel that have been granted access to view Company information such as lawyers and insurance brokers • The FMCSA Portal is a role-based system where roles are used to allow access to the functionality the FMCSA Portal provides

5. Introduction to the FMCSA Portal (cont’d) • The FMCSA Portal provides the following functionality: • Direct internet access to the FMCSA Portal -- no VPN required • Select Carriers for Review or Safety Audit and assign Safety Investigators or Auditors to perform the reviews or audits • View existing review and audit assignments • View company information including registration, operating authority, crash and inspection activity, and correspondence • Print or download Company Safety Profiles on an as needed basis and now free of charge to companies • Online Portal account management and role assignment including password reset • Single sign-on access to MCMIS, EMIS, L&I, DataQs, InfoSys, A&I, SAFER, Query Central, HMPIP and NCCDB (users must re-register for access to these systems via the FMCSA Portal) • Context sensitive online help • Online access to training materials

6. FMCSA Portal Features Overview • Information in the Portal is displayed in a series of windows called portlets. • Each portlet features one or more Help icons that provide useful information and instruction specific to the information the user is viewing • Many of the Portlets utilize an accordion feature to display information. • Each row of the accordion is clearly labeled and when selected, expands to display a panel of information • Details displayed within each accordion panel may contain underlined text or a magnifying glass icon which indicates that more information may be accessed by clicking the text or icon

7. FMCSA Portal Features Overview (cont’d) • Tabbed Menus • The menu tabs allow the user to navigate between areas of functionality • Navigating USDOT#s • The Company View link allows Enforcement users to switch from the Enforcement view to viewing company safety information by entering a specific USDOT# or by performing an advanced search with known company information in exactly the same format it is viewed by the Company users • The Refresh USDOT# option allows users to quickly view information for different companies by entering a new USDOT# and clicking the Refresh button

8. FMCSA Portal Icons • Date Picker • The Date Picker is displayed when the page or function allows a date to be entered • Magnifying Glass • The Magnifying Glass icon is present whenever additional, “drill down” information is available • Help • The Help icon indicates that context sensitive help is available • Step Indicator • The Step Indicator tracks the progress of a user when multiple steps are required to complete a process • Activity Status Icons • Status Icons under Company Activity indicate the severity or importance of an activity

9. Review • The COMPASS Program transforms the way FMCSA does business by integrating information technologies with business processes and practices • The FMCSA Portal provides a broad range of safety information about a company registered with FMCSA through a single interface, rather than requiring users to access multiple systems to gather information • The FMCSA Portal is a role-based system that currently services two types of users: Enforcement and Company • The FMCSA Portal specific features and icons include: • The FMCSA Portal provides single sign-on access to MCMIS, EMIS, L&I, DataQs, InfoSys, A&I, SAFER, Query Central, HMPIP and NCCDB • The FMCSA Portal provides Safety Audit Assignment and Review Assignment functionality for authorized Enforcement users • The FMCSA Portal provides detailed information on companies registered with FMCSA through Portlets, Accordion and Drop-Down Menu displays • Change View and Step Indicators • Magnifying Glass, Calendar, Help and Status icons

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