KCMA TOB Online Reporting Tool Users Guide - 2010

1. KCMA TOB Online Reporting ToolUsers Guide - 2010

2. Why the TOB enhancements? KCMA TOB Online Reporting Tool - Users Guide

3. User Roles The TOB tool will allow users to perform specific tasks based on the role assigned to them. A “role” is a set of actions that can be performed by a user. The table below describes the roles and associated tasks available in the TOB tool. KCMA TOB Online Reporting Tool - Users Guide

4. Tasks Available by Role KCMA TOB Online Reporting Tool - Users Guide

5. Tasks KCMA TOB Online Reporting Tool - Users Guide

6. Login Enter Username and Password to access Online TOB tool. Each TOB user will login into the Online TOB tool with a unique username and password. Each participating company will identify a Company Administrator who will be assigned a unique Username and Password by InteliFX. The Company Administrator will then add additional users and assign their roles for their respective companies. Based on the role assigned by the Company Administrator users will have access to specific tasks. Participants will click “Forgot Password” link to receive a temporary password via email after providing required details such as email and loginID. This is your username & password used to access the KCMA Member Login Section. The temporary password can be used to access the TOB and will then be required to choose a permanent one. KCMA TOB Online Reporting Tool - Users Guide

7. Managing Staff – Company Administrator Only Enter details of the new staff member. An email will be sent to the new user’s email address with a temporary password. Select the appropriate access level as defined under Roles. Click on the Username to view details of the staff member. KCMA TOB Online Reporting Tool - Users Guide

8. Updating Staff Records – Company Administrator Only Only data field that cannot be changed by the Company Administrator. The staff member status can be set to “Active” or “Inactive”. Setting the status to “Inactive” will restrict user from accessing the TOB tool. Clicking this button will “deactivate” the member so he/she will not be able to access the TOB tool. This is different from setting to “Inactive”. The latter can be re-activated at any time while the user once deleted cannot be re-activated KCMA TOB Online Reporting Tool - Users Guide

9. Access & Viewing Reports Step 1: Select View Reports Step 3: Select the month/year and click the “Load Report” button to view the desired report. Step 2: Select the desired report. Depending on an individual’s defined role they will see the reports available. All reports are available to both the Company Administrator and the Data Entry & Report View roles. Data Entry only can view the Data Submitted/Not Submitted Reports and the Report Viewer can view the Ranking and Summary Reports. KCMA TOB Online Reporting Tool - Users Guide

10. Summary Report - Sample KCMA TOB Online Reporting Tool - Users Guide

11. Ranking Report - Sample Participants can only view ranking data relevant to their company. KCMA TOB Online Reporting Tool - Users Guide

12. How to Enter Data – Data Entry Person Only Step 1: Select Enter Data Step 2: Select the month and year that you want to enter new or revise previously reported data. Step 5: By selecting the “View Audit” users can view a log listing changes made to their data. It shows the date and time and the user making the change. Step 3: Participants can add data for the current month or any prior month where edits need to be made. Step 4: Select the “Submit” button to enter data. Users will receive a prompt asking them to confirm data prior to submission. If required fields are left blank users will not be able to submit data. Sample Audit Log. KCMA TOB Online Reporting Tool - Users Guide

13. Changing Passwords TOB participants can change their password at any time. They will enter their current password and then add a new password. After entering the new password, the member will click the Submit button to make the change. If a member has forgotten his/her password they can request a temporary password be sent to their email account where they can then reset their password. KCMA TOB Online Reporting Tool - Users Guide