User Guide



User Guide-SYNAR CoordinatorVersion 1.2Updated 9/18/18Table of Contents TOC \o "1-3" \h \z \u 1.Purpose and Introduction PAGEREF _Toc525040414 \h 32.Log In, Navigation, and Account Settings PAGEREF _Toc525040415 \h 32.1To Log in: PAGEREF _Toc525040416 \h 32.2To edit Profile Settings: PAGEREF _Toc525040417 \h 42.3To edit Password: PAGEREF _Toc525040418 \h 42.4To contact Support via Email: PAGEREF _Toc525040419 \h 52.5To Logout: PAGEREF _Toc525040420 \h 53.Data File Uploads PAGEREF _Toc525040421 \h 63.1Navigation PAGEREF _Toc525040422 \h 63.2Synar Merchant File Specifications PAGEREF _Toc525040423 \h 63.3Synar Person File Specifications PAGEREF _Toc525040424 \h 73.4Synar Visit File Specifications PAGEREF _Toc525040425 \h 84.Manage Merchants PAGEREF _Toc525040426 \h 84.1Search for / Edit / Delete an existing Merchant PAGEREF _Toc525040427 \h 84.2Add a new Merchant PAGEREF _Toc525040428 \h 95.Manage People PAGEREF _Toc525040429 \h 105.1Search for / Edit an existing Person PAGEREF _Toc525040430 \h 105.2Add a new Person PAGEREF _Toc525040431 \h 116.Assign Visits PAGEREF _Toc525040432 \h 116.1Search for / Un-assign an Existing Visit PAGEREF _Toc525040433 \h 116.2Assign a new Visit PAGEREF _Toc525040434 \h 127.Visit History PAGEREF _Toc525040435 \h 137.1View a Completed Visit PAGEREF _Toc525040436 \h 137.2Reset a Conducted Visit PAGEREF _Toc525040437 \h 148.Questions PAGEREF _Toc525040438 \h 14Purpose and IntroductionThis document describes the basics of navigating through the BHSDSTAR Synar Coordinator module including log in, managing Merchants/Adults/Youths, assigning visits and running reports.Log In, Navigation, and Account SettingsTo Log in:From the desktop double-click your internet browser to launch. (For best results we recommend Goggle Chrome but other browsers can also be used.)Enter the browser window and press the Enter key.Click in the Username field and enter user name.Press the tab key or click in the Password field and enter user password.Click the Login button.Depending on permissions, a Welcome Screen will be displayed with a list of accessible Providers and/or Programs. If users have access to a single Provider and/or Program, the Welcome Screen will be skipped and users are taken straight to the Synar Tracking page.Tip: Items requiring action are displayed with an Icon listing the # of items for each Tracking Item. The buttons below these icons will allow you to take action.To edit Profile Settings:Click on your logged in Name in the upper right corner.Click Update Profile.Click the field you want to edit and enter new information.Click Update.To edit Password:Click on your logged in Name in the upper right corner.Click Change Password.Enter current password.Enter a new password.Re-enter the new password.Click Update.To contact Support via Email:Click on your logged in Name in the upper right corner.Click Contact Support.Tip: Never send a client’s name in the free text section of the email-refer to them by their ID number.To Logout:Click on your logged in Name in the upper right corner.Click Logout.Data File UploadsNavigationClick the Take Action button underneath the Data File Uploads iconSelect a File Type: Synar Merchant, Synar Person or Synar VisitClick the Choose File button and select a document to uploadClick Submit FileSynar Merchant File SpecificationsFieldNameDescriptionRequiredValidation1Outlet IDID of the merchant outlet; this ID is self-assignedYes2Merchant NameThe name of the merchantYes3Name of OwnerThe owner of the outletYes4AddressThe address of the outletYes5CityThe city of the outlet.Yes6State CodeThe abbreviated state of the outletYes7Zip CodeThe zip code of the outletYes8Phone NumberThe phone number of the outletYes9CountyThe county of the outletYes10Merchant TypeYesMust be one of the following values:OTC – Over the CounterOTC – Cigars OnlyOTC – Single CigaretteOTC – Lounge/BarOTC – Vapors11Geographic AreaYesMust be one of the following values:FrontierIndian TerritoryRuralUrban12StratumYesStratum 1 – Stratum 1213LatitudeYesMust be between -90 and 9014LongitudeYesMust be between -180 and 180Example of a Merchant record in the csv file:0002106|Merchant Test6|Merchant Owner 6|60 Test Drive|Santa Fe|NM|87501|1111111111|Santa Fe|OTC - Over the Counter|Frontier|Stratum 1|50|170Synar Person File SpecificationsFieldNameDescriptionRequiredValidation1Person TypeAdult or YouthYesMust be one of the following values: Adult Youth2First NameThe first name of the personYes3Last NameThe last name of the personYes4Date of BirthThe date of birth of the personYes5GenderFemale or MaleYesMust be one of the following values: Female Male6Effective Begin DateThe begin date for the personYes7Effective End DateThe end date for the personYes for YouthEnd Date must come before Youth’s 18th birthday8Location NPIThe NPI of the Provider Location, as defined in BHSDSTARYesExample of a Person record in the csv file:Adult|Tracy|Test|12/02/1965|Female|01/01/2018|01/15/2018|12345678Synar Visit File SpecificationsFieldNameDescriptionRequiredValidation1Outlet IDID of the merchant outlet, as defined in the Manage Merchants sectionYes2Visit Type IDEducation, Compliance or Enforcement VisitYesMust be one of the following values:EducationEnforcementCompliance3NPIThe NPI of the Provider Location, as defined in BHSDSTARYes4Fiscal YearThe corresponding fiscal year of the visitYesYYYYExample of a Visit record in the csv file:10158|Education|7733115549|2018Manage MerchantsSearch for / Edit / Delete an existing MerchantFrom the Synar Tracking page:Click on the Take Action button underneath the Manage Merchants icon.Enter an Outlet ID.Enter a Merchant Name.Enter an Address.Enter a City.Click Search.Tip: None of the Merchant fields are mandatory when searching for existing Merchants. Clicking ‘Search’ without input in any of the search fields will display all existing Merchants.A list of Merchants is displayed. Click the teal Edit button to edit the information for that Merchant.Click the teal Delete button to delete the Merchant.Add a new MerchantClick on the Take Action button underneath the Manage Merchants icon.Click the Add Merchant button.Enter an Outlet Id.Enter the Merchant Name.Enter the Merchant Owner Name.Enter the Address.Enter the City.Select the State from the drop-down list.Enter the Zip Code.Enter the County.Enter the Phone Number.Select a Geographic Area from the drop-down list.Enter the Latitude.Enter the Longitude.Select the Merchant Type from the drop-down list.Select the Stratum from the drop-down list.Manage PeopleSearch for / Edit an existing PersonFrom the Synar Tracking page:Click on the Take Action button underneath the Manage People icon.Enter a Person ID.Select a Person Type from the drop-down list.Enter a Name.Select a Provider Location from the drop-down list.Select an Active status from the drop-down list.Tip: None of the Person fields are mandatory when searching for existing People. Clicking ‘Search’ without input in any of the search fields will display all existing People.A list of People is displayed. Click the teal Edit button to edit the information for that Person.Add a new PersonClick on the Take Action button underneath the Manage People icon.Click the Add Person button.Select Person Type from the drop-down list.Enter the First Name.Enter the Last Name.Enter the Date of Birth.Select the Gender from the drop-down list.Select the Provider Location from the drop-down list.Select the Active status from the drop-down list.Select the Begin Date from the calendar-picker.Assign VisitsSearch for / Un-assign an Existing VisitFrom the Synar Tracking page:Click on the Take Action button underneath the Assign Visits icon.Enter an Outlet ID.Enter a Merchant Name.Enter a Vendor Name.Select a Visit Type from the drop-down list.Select a Fiscal Year from the drop-down list.Tip: None of the Visit fields are mandatory when searching for existing Visits. Clicking ‘Search’ without input in any of the search fields will display all existing Visits.A list of Visits is displayed. Click the teal Un-Assign button to remove that assignment.Assign a new VisitClick on the Take Action button underneath the Assign Visits icon.Click the Assign Visit button.Select Merchant from the drop-down list.Select Vendor from the drop-down list.Select Visit Type from the drop-down list.Select Fiscal Year from the drop-down list.Visit HistoryView a Completed VisitClick on the View button underneath the Visit History icon.A list of all visits marked as ‘conducted’ or ‘not conducted’ is displayed. Click the teal View Result link to see the results of the visit in hard copy format.Reset a Conducted Visit Click on the View button underneath the Visit History icon.A list of all visits marked as ‘conducted’ or ‘not conducted’ is displayed. Click the teal Reset Visit link.The visit will reappear in the “Assigned Visits” section for Synar Providers.QuestionsFor any questions email to support@. ................
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