QUICK REFERENCE: Access and Navigation

1. Open your Internet Browser (Internet Explorer or Firefox) window. 2. Enter the following URL: https://colorado.esserver.com 3. In the Login window: a. Enter User ID. b. Enter Password. c. Click Start button.

NOTE: Your User ID and Password were provided at training. If you have difficulty logging in, contact a member of the CIS Team.

BASICS OF THE ADSYSTECH SCREEN

1 1=Menu Bar: File, View, Tools and Help – change password and other options 2=Toolbar Buttons: Screen Refresh, Lock System, Log Off, pane operation 3=Tabs: Switch between Application, Reports, Resource Manager AND Navigation and Bookmarks 4=Panes: Navigation, Application and ToDo. Navigation and ToDo can be hidden. 5=Role Buttons: Switch between roles assigned to your user group.

MENU BAR

File Menu

Change Password: You MUST do this within 24 hours of being issued your initial login/password. Every 3 months, the system will remind you to change your password. New passwords MUST be 8-10 characters long, including at least one uppercase letter, two numbers and one symbol.

Log Off: ALWAYS Log Off when you are done using AdSysTech Version 5.5 Since AdSysTech runs in your web browser, you need to Log Off and then you should also Quit your web browser.

NOTE: You can either select Log Off under the File menu OR click the Log Off button on the Toolbar.

Lock: Use this function when you leave your computer but will return later to continue work. Lock will hide the screen and display a window to re-login. Type your password to login again.

View Menu Navigation: Uncheck to hide the Navigation pane from the screen; check to return Navigation pane to view.

To-Do-Bar: Uncheck to hide from the screen; check to return to the screen

Bookmarks: Uncheck to hide the Bookmarks pane from the screen; check to return to the screen

Current View Information: Displays Library ID, Module and Page names.

Tools Menu Options: Select to display popup window with customizable options for your user account. There are 6 TABS. Only those you might want to change are described below.

2 If you make changes, click APPLY after changes on each tab. NOTE: You may need to LogOff and Login again to see changes.

Initial Settings Tab

Theme – select a different theme to change the look of the window Initial Pane Visible – check box to have To-Do Bar visible NOTE: If you will not use the To-Do Bar pane, remove the check and click Apply. You will need to Log Off and then Login again to see the change. Initial Navigation Pane Width – set default width for this side pane in pixels Initial To-Do Bar Width –set default width for this side pane in pixels

Navigation Pane Tab

Items displayed are Roles that are assigned to your user account. If you have multiple Roles, you can change the order they are displayed by selecting the button name and clicking Move Up or Move Down. Click Apply to complete changes. Click RESET to change back to original order.

If you have questions about the other Options Tabs, contact a member of the CIS Team.

TOOLBAR

The main buttons on the ToolBar are described below.

 Refresh – refreshes the current screen and updates information. BEWARE: Do NOT use the REFRESH button in your browser! The REFRESH button in your browser will take you back to the Log In screen. Lock – locks and hides the screen and shows a blank white page with a window to reenter password; enter password to return to active screen. Log Off – proper way to EXIT AdSysTech Version 5.5. When Log Off is complete, Login screen will display. Navigation – toggles between Navigation pane and Bookmark pane; if this pane is closed, it is reopened. To-Do Bar – toggles between To-Do Bar open and close

3 Add Bookmark – adds bookmark to the current page and client record so you may easily return to this specific place. Bookmarks – toggles between Bookmark pane and Navigation pane; if this pane is closed, it is reopened. Arrow buttons – when multiple records are active, arrows allow scrolling through the active records. Ticket – Do NOT use this button. Contact the CIS Team regarding problems with the system or suggestions for improvement. The CIS Team will enter and track tickets.

The main application will appear in the center section (pane) of the screen. If you use reports, they will be displayed on additional tabs in the center section. Click the tab to use that item.

Two Tabs are open (Application and Reports) and outlined in the screen shot below.

If the Application tab is active, it will display the name of the active page; if there is an active Customer, the name will also appear along with Date of Birth and ID in Central Intake or Program name in Services section

4 Click on Tabs to move back and forth between Application tab and Reports tab

Three panes are available in AdSysTech Version 5.5. In most cases, you will use the Navigation and Application panes and close the To-Do Bar pane.

There are several ways to manage panes. Simple instructions are listed below.

Navigation is in the left pane. Navigation Pane lists the available pages – click on the page name to open that page Click ▶ to expand the Library and show available, click  to close the Library and hide available pages

Application and Reports share the middle pane. (See screenshot in Tabs Section.) If only the Application is open, the tab will show the name of the active page; if there is an active customer, identifying information will also appear If Reports are open, click a tab to switch.

To-Do Bar is in the right pane. If you do not want to use the To-Do Bar, close it to provide more space for the Application.

Select Clients in the Grid Click in the space to the left side of the row to select a record from a grid. CTRL Click to select multiple rows that are not concurrent. Click and SHIFT Click to select a range of records.

Sort Clients in the Grid Click a Column Heading to sort by that item A small arrow will be visible at the top of the column heading showing the sort order This sorts clients on all pages of current grid Click again to sort in the reverse order Click a third time to remove sort

Change Columns Width Place cursor at right edge of Column Heading – it will turn into a double arrow  Drag to right or left until desired width OR double click to auto-adjust to necessary width

Revise Column Order Click the Column Heading to move to a different location in the Grid

5 Drag Column Heading to new location

Save new Column Order Right Click in the Column Heading area Select SAVE COLUMN ORDER Columns will remain in this order and size for your user login. Use RESET COLUMN ORDER to return to default order.

Filter Grid Items To display only records with specific values:

Click on the filter icon in the column you want to filter. To show one or more specific values: Select the item(s) to use as the filter Click FILTER To show all values again: Click CLEAR FILTER When a filter is applied, the funnel icon will display in yellow.

Group Items in Grid Click the Column Heading to use to group records and drag it to the Grouped by: area above the column headings Records will reorganize into groups Click the up and down arrows next to an item to open or close that grouping NOTE: Multiple items may be used for grouping.

In the example shown, Gender is used for Grouping.

6 To remove Grouping, hover over the column name and then click the X.

Export to Excel You can Export Grid data to an Excel spreadsheet. Right click in grid and Select EXPORT TO EXCEL.

In Save As window, select the file location and name the new file. Open the new file in Excel to review the data.

IMPORTANT: If the grid displays on multiple pages, ONLY the current page of results will export.