Enforcement: View Assignments Summary for Assignors

1. FMCSA Portal Enforcement: View Assignments Summary for Assignors Prioritization Phase III Release, Month Year v1.1

2. Training Objectives • Assignments information via the ‘Assignments Summary’ Portlet on the Enforcement Home Page functionality includes: • Viewing totals of open assignments • Searching and viewing a list of Assignees and their workload using Optional Filters • Viewing a list of Assignments or Assignment details of an individual assignment • Printing and Downloading a list of assignments and the details of an individual assignment • Customizing an Assignment Summary View or Assignment Details View

3. Training Objectives (Cont’d) • Searching, accessing and viewing a summary of assignments in the FMCSA Portal using the ‘Summary’ menu option or the ‘Assignments Summary’ Portlet on the Enforcement Home Page • Assignments information via the ‘Summary’ menu option on the Enforcement Home Page functionality includes: • Searching the Assignment Summary and Assignment Details using Optional Filters • Viewing the Assignment Summary or Assignment Details for a Specific Assignee (Safety Investigator, Safety Auditor or Portal User) • Printing and downloading the Assignment Summary or Assignment Details for a Specific Assignee (Safety Investigator, Safety Auditor or Portal User) • Customizing an Assignment Summary View or Assignment Details View

4. Introduction to Viewing Assignments Summary Portlet • The View Assignment Summary Portlet functionality provides a complete picture of an Assignees current workload. The ‘Assignment Summary’ Portlet contains two tabs displaying Total Open Assignment Types, Total Open Assignments, Total of Overdue Assignments and provides access to a complete picture of an Assignees current workload. • The ‘Assignments Summary’ Portlet, functionality allows Assignors to: • View totals of open assignments • View the Assignment Summary or Assignment Details for a Specific Assignee (Safety Investigator, Safety Auditor or Portal User) • Search the Assignment Summary and Assignment Details using Optional Filters • Print, download and customize the Assignment Summary or Assignment Details for a Specific Assignee (Safety Investigator, Safety Auditor or Portal User)

5. Viewing Assignments Summary Portlet • Upon login the default tab for the ‘Assignment Summary’ Portlet is the ‘Totals’ Tab which displays Total Open Assignments, Total of Overdue Assignments, Total Open Assignments by Assignment Type • Assignors can drill down to view the Total Open Assignments by Assignment Type • Select “(+)”

6. Viewing Assignments Summary Portlet (Cont’d) • The ‘Open Assignments’ Tab displays counts of open Assignment Types • Assignments that are beyond their due date or due within the next 30 days are displayed on this tab • To view specific assignments, the details of the assignments and search criteria to search for an assignment • Click the “Magnifying Glass”

7. Assignments Summary Portlet – Open Full View • The ‘Open Full View’ option displays for both the ‘Totals’ and ‘Open Assignments’ Tabs • This option provides the Assignor limited search criteria and displays the totals for all Assignment Types • To view assignment totals by Assignment Type and search for assignments • Select “Open Full View”

8. Introduction to Viewing Assignment Summary Menu • The View Assignment Summary menu functionality provides a complete picture of the current workload which allows Assignors to see if an Assignee (Safety Investigator, Safety Auditor or Portal User) is over- or under- committed and take appropriate remedial actions • The View Assignment Summary Menu Functionality allows the Assignors in the field to: • View a workload summary: for the entire division, by Assignment Type (Interventions, Safety Audits and Corrective Action Plan Reviews), by specific Assignee (Safety Investigator, Safety Auditor or Portal User) • View the details of assignments for a specific Assignee (Safety Investigator, Safety Auditor or Portal User) • Search the Assignment Summary and Assignment Details using Optional Filters • Print, download and customize the summary and details of assignments for a specific Assignee (Safety Investigator, Safety Auditor or Portal User)

9. Access Assignment Summary • Assignors with the appropriate roles will be able to view a summary of Intervention, Safety Audit and Corrective Action Plan Review assignments • To access the summary of existing assignments from the Enforcement Home Page menu: • Select “Assignments” • Select “View Assignments” • Select “Summary”

10. Assignment Summary Search Criteria • Search for existing assignments by entering any search criteria • Searches are automatically constrained by the Assignment Type and Division(s) to which the Assignor has been assigned the appropriate roles • To search for existing assignments: • Enter the search criteria • Click “Search” • To remove the search criteria: • Click “Clear”

11. Assignment Summary Search Results • Search results will appear sorted by SI Code in the Assignment Summary grid below the search criteria fields Total number of ALL Assign-ments Total number of Intervention Assignments Total number of Safety Audit Assignments Total number of CAP Review Assignments Total number of ALL Assignments for an Assignee Total number of Intervention Assignments for an Assignee Total number of Safety Audit Assignments for an Assignee Total number of CAP Review Assignments for an Assignee

12. Assignment Summary Show/Hide Intervention Columns • Assignors can view the Intervention assignment totals by Intervention Type: • Click “Show Intervention Columns” • To remove the Intervention assignment totals by Intervention Type: • Click “Hide Intervention Columns”

13. Print Assignment Summary • Assignors with the appropriate role have the option to print the Assignment Summary for their Division(s) • To print the Assignment Summary: • Click “Print List” • Click “Print Page”

14. Download Assignment Summary • Assignors with the appropriate role have the option to download the Assignment Summary for their Division(s) into an Excel spreadsheet • To download the Assignment Summary into an Excel spreadsheet: • Click “Download List” • Click “Excel Spreadsheet”

15. Customize Assignment Summary View • Assignors have the option of customizing their view of the Assignment Summary grid Right-click in a column to produce this pop-up menu to select or de-select what columns to display Click the column title to Sort the content Click and drag dotted lines to resize columns

16. Customize Assignment Summary View (Cont’d) • To save the customized view of the Assignment Summary grid: • Click “Layout” • Click “Save”

17. Access Assignee Assignment Details • Assignors can view details of assignments for each Assignee • To access assignment details for each Assignee from the Assignment Summary View, in the Assignment Summary Results grid • Click the “Magnifying Glass” • To return to the Assignment Summary • Click “Return to Assignment Summary”

18. Access Assignment List • The Assignment List provides a view of the information for each assignment designated to the Division(s) • To view a complete list of assignments for the Division(s): • Click “View List of Assignments”

19. 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 which the Assignor has been assigned the appropriate roles • To return to the Assignment Summary view: • Click “Return to Assignment Summary” • To search for existing assignments: • Enter the search criteria • Click “Search” • To remove the search criteria: • Click “Clear”

20. Assignment List Search Results • Search results will appear sorted by USDOT# in the Assignment List grid below the search criteria fields

21. Print Assignment List • Assignors with the appropriate role have the option to print the Assignment List for their Division(s) • To print the Assignment List: • Click “Print List” • Click “Print Page”

22. Download Assignment List • Assignors with the appropriate role have the option to download the Assignment List for the Division(s) into an Excel spreadsheet • To download the Assignment List into an Excel spreadsheet: • Click “Download List” • Click “Excel Spreadsheet”

23. Customize Assignment List View • Assignors have the option of customizing their view of the assignment list grid Click Column Title to Sort Click and drag dotted line to resize column Right-click in column to produce this pop-up menu

24. Customize Assignment List View (Cont’d) • To save the customized view of the Assignment List: • Click “Layout” • Click “Save”

25. Access Assignment Details • The Assignment Details view provides detailed information for each assignment designated to the selected Assignee • From the Assignment List view, to access assignment details for each Assignee: • Click the “Magnifying Glass”

26. Update Assignment Details • Assignors can manage their assignments by updating the Assignment Status or can record comments related to their assignments Click the drop-down and select a status to update the ‘Assignment Status’ If there is a change to the Assignment Status, the Assignor must provide a comment To submit updates to the assignment details click “Update”

27. Print Assignment Details • Assignors have the option to print the Assignment Details for a specific assignment • To print the Assignment Details: • Click “Print” • Click “Print Page”

28. Assignment Details Links • Link to View Company Safety Profile Report: • Displays the Company Safety Profile Report Request form to allow the Assignor to submit a request for the Company Safety Profile Report • Link to View Company Information: • Displays the Company Information Portlet from the Company Home Page • Link to View Company Activity: • Displays the Company Activity Portlet from the Company Home Page • Modify Assignment: • Displays the Make Assignment functionality allowing the Assignor to modify an existing assignment

29. Assignment Details Links (Cont’d) View Company Safety Profile Report Form View Company Information Portlet View Company Activity Portlet

30. Assignment Details Links (Cont’d) Modify Assignment

31. Review • Assignors with authorization to make new Intervention, Safety Audit or Corrective Action Plan Review Assignments can view existing Assignments at the summary or detailed level for their Division(s) using the ‘Summary’ menu option or the ‘Assignments Summary’ Portlet on the Enforcement Home Page • Searches are automatically constrained by the Assignor’s authorized Division(s) and Assignment Type • Searches can be further constrained using optional filters • The view of search results can be customized at the summary and detailed level • Search results can be downloaded to an Excel spreadsheet at the summary and detailed level • Search results can be printed at the summary and detailed level

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