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Enforcement: Viewing My Assignments

FMCSA Portal. Enforcement: Viewing My Assignments. Prioritization Phase II Release, July 2013 v1.5. Training Objectives.

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Enforcement: Viewing My Assignments

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  1. FMCSA Portal Enforcement: Viewing My Assignments Prioritization Phase II Release, July 2013 v1.5

  2. Training Objectives • Searching, accessing and viewing individual Enforcement user assignments in the FMCSA Portal using the ‘My Assignments’ menu option or the ‘My Assignments’ Portlet on the Enforcement Home Page • Individual Assignments information via the ‘My Assignments’ menu option functionality includes: • Searching and viewing a list of Assignments using Optional Filters • Viewing a list of Assignments or Assignment Details for a specific Assignment • Requesting one or more Company Safety Profile Reports for specific assignments • Printing and downloading a list of Assignments or Assignment Details for a specific Assignment • Customizing an Assignment List View

  3. Introduction to Viewing My Assignments • The ‘My Assignments’ functionality provides a complete picture to Assignees (Safety Investigators, Safety Auditors and Portal Users) of their current workload • The ‘My Assignments’ functionality allows Assignees to: • Search and view a list of Assignments and their workload using Optional Filters • View a list of Assignments or Assignment details of an individual assignment • Print and Download a list of assignments • Print and Download the details of an individual assignment • Customize their Assignments List View • In order to view Assignments for Safety Audits or Interventions, Safety Investigators and Safety Auditors must update their profile via the My Profile functionality with their SI Code

  4. Accessing My Assignments • Assignees can view a list of their Intervention, Safety Audit and Corrective Action Plan Review assignments via the FMCSA Portal • To access assignments from the Enforcement homepage menu: • Select “Assignments” • Select “View Assignments” • Select “My Assignments”

  5. Assignment List - Search Criteria • Search the assignments list by entering any desired search criteria. Searches are automatically constrained by the Assignment Type and Division(s) • To search for assignments: • Enter or Select the search criteria • Click “Search”

  6. Assignment List - Search Results • Search results will appear in the Assignment List grid below the search criteria fields

  7. Assignment List – Request Company Safety Profile • Assignees can request multiple Company Safety Profile Reports from the Assignment List View, Safety Profile Reports menu option • Highlight the companies in the Assignment List • Select “Safety Profile Reports” • Select “Request Reports” • Pop-up displays containing a list of the selected company(ies) USDOT#(s) • Enter the “Criteria” for the Company Safety Profile Report for the displayed USDOT#s • Select “Submit” Company Safety Profile Requests USDOT# List

  8. Assignment List – Request Company Safety Profile (Cont’d) • Upon submittal, the status of the Company Safety Profile request displays for each USDOT# a request has been submitted • The indicates the Company Safety Profile Request for an individual USDOT# submitted successfully • The exclamation point indicates the Company Safety Profile Request for an individual USDOT# was not successful • Hover the mouse over the exclamation point to view a message explaining the request error Company Safety Profile Requests USDOT# Status

  9. Download Company Safety Profile • Assignees can download the Company Safety Profile Reports requested • Select “Download Report” • Click “Update List” • A list of USDOT#s displays for Company Safety Profile Report requests submitted successfully • The USDOT# will be enabled when the Company Safety Profile Report is available for downloading

  10. Assignment List - Customize View • Assignees have the option of customizing the view of companies which matched the entered search criteria within the company results grid Click Column Title to Sort Click and drag dotted rectangle to resize column

  11. Assignment List - Customize View (cont’d) • Assignees can show or hide the columns they would like to appear in the companies results grid • Use the mouse to “right-click” anywhere in a column title to produce a menu of options that allows the user to show or hide columns to display in the company results grid • Check boxes next to column name that contains information you want to see Uncheck boxes next to column names you no longer want to appear in the results grid • Click “Save”

  12. Assignment List - Print • Assignees have the option to print the list of Assignments • Click “Print List”

  13. Assignment List - Download • Assignees have the option to download the Assignment List into an Excel spreadsheet, CSV File or PDF document • Click “Download List” to view the available options for downloading the Assignment List

  14. View Assignment Details • The Assignment Details view provides information about each assignment • Click the “Magnifying Glass” beside each USDOT# to access assignment details

  15. Update Assignment Status • The Assignment Details view provides the Enforcement user the option to update the Assignment Status for the Assignment • To update the Assignment Status • Click the Assignment Status “Drop Down Arrow” • Select the “Assignment Status” Upon changing the Assignment Status a comment is required Select the status of the Assignment

  16. Access Process a Cooperative Safety Plan • The Assignment Details view provides the Enforcement user with the appropriate role the option to access functionality to Process a Cooperative Safety Plan (CSP) received from a Company • To access Process a Cooperative Safety Plan functionality • Click “Process a Cooperative Safety Plan”

  17. Access Make an Assignment • The Assignment Details view provides the Enforcement user with the appropriate role the option to access functionality to Make an Assignment for a Company • To access Make an Assignment functionality • Click “Make an Assignment”

  18. Request a Company Safety Profile Report • Assignees have the option to request a Company Safety Profile Report. The Company Safety Profile report contains safety-related information about a company's activities. Each report includes details regarding Inspections, Crashes, Interventions and Enforcement activities. • Click “View Company Safety Profile Report”

  19. View Company Information • Assignees have the option to view Company Information to see the Company’s Registration and Operation details • Available Company Information includes USDOT Registration, Cargo Tank Facility, Hazardous Materials, Operating Authority, BASICs Safety Measurement Information and Inspection Selection System (ISS) Info • Click “View Company Information”

  20. View Company Activity • Assignees have the option to view Company Activity Information to see the Company’s Summary Data, Crash List, Inspection List, IEP Inspections List and Intervention List information • Click “View Company Activity”

  21. Introduction to My Assignments Portlet • The second option to view assignments for an individual Assignee is through the ‘My Assignments’ Portlet. The ‘My Assignments’ Portlet provides a summary of information about an individual Assignee’s assignments. • The Portlet displays assignments that are beyond their due date or due within the next 30 days • The ‘My Assignments’ Portlet displays: USDOT#, Assignment Type, Intervention Type, Assignment Status, Assignment Due Date and Days Left • The ‘My Assignments’ Portlet, functionality allows Assignees to: • View a list of Assignments they are assigned or view the details of an individual assignment

  22. Viewing My Assignments Portlet • To view the details of a specific assignment • Click the “Magnifying Glass”

  23. My Assignments Portlet – Assignment Details • The results of the ‘Magnifying Glass’ displays a tab containing the assignment details • To view the assignment details • Select the tab “USDOT#”

  24. My Assignments Portlet – Open Full View • The ‘Open Full View’ link on the ‘My Assignments’ Portlet displays the tab containing details of an Assignment and the Search Criteria tab

  25. My Assignments Portlet – Open Full View • To view the details of an assignment • Select tab “UDSOT#” • To search for an assignment • Select tab “Search Results”

  26. Review • Assignees can view a list of their Intervention, Safety Audit and Corrective Action Plan Review assignments • Assignees can request multiple Company Safety Profile Reports when viewing a list of their assignments • Assignees can view the details of a specific assignment • Assignees can view totals of open assignments and totals of overdue assignments • Assignees can Request a Company Safety Profile Report, View Company Information and Company Activities when viewing the details of an individual assignment • Assignees can customize their Assignment List view and save the customized view for future Portal sessions • Assignees can download and print the Assignment List

  27. Review (Cont’d) • While viewing the details of an Assignment, Assignees can • access functionality to Process a Cooperative Safety Plan for a Company • access functionality to Make an Assignment • access to functionality to change the status of an Assignment

  28. END End of Training Module Please Close the Browser Window

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