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Certrec Action Tracking System (CATS) User Manual

1. YOUR REGULATORY EXPERTS Helping You Manage the Regulatory Process to Your Advantage Certrec Action Tracking System CATS User Manual Certrec Corporation 4150 International Plaza Suite 820 Ft Worth Texas 76109 817 738 7661 CATS Ett User Manual YOUR REGULATORY EXPERTS Table of Contents GENERAL USER E 3 EE eeh 4 A Create a New Condition NEE 4 B Comment on e e rie BEE 4 l ACCIONS PR WRTSEHEE EE EE 5 A Create a New Action nenn 5 UE le a EE 6 A ge LE 6 C Sorting Organizing COMMUTING na eieneceigeersdemmeeneneterons 6 EY HBG Files cn 6 IV Information Exporting Tools a 7 A E mail Results Billon ans 7 B Pint Results BUWOM EE 7 C Export 10 EEE ae 7 Moa REPONS ee ee ee ee ee 7 A Etgen Eege 7 B SU oie Ebert 8 Vis My ACCOUNT ee ee ee a 9 Alle LOGOUT ee erg oa eee ae cee cease 9 GROUP OWNER MANUAL anne nee 10 E MOMENTS EE 11 A Create a New Condition ENNEN 11 B Edita Condition WEE 12 Ik Beine een Re een 13 A Createa New EE 13 B EdT ON a RE E E 14 Uie Gelee enese ee 15 A Filter by Galego 15 B Filter OO Ree ne seen nenne 15 BD Clear EE 15 IV Information Exporting Elsen eessen EE 16 A E mail Results But sa ae 16 B Print Results BUNOT ae ee 16 EE 16 Ve E E 16 A leren 16 B Custom Repair ae 17 Vi MY ACCOUM 22225 Beeren EE 18 VIL IS et 18 Revision 0 i CATS Ett User Manual YDUR REGULATORY EXPERTS CONDITION ADMINISTRATOR MANUALE 19 u ee
2. ppa PowerPoint 97 2003 add in pptx PowerPoint 2007 and the following picture file types omp gif jpe jpeg jpg Dt tiff and png e Once you are satisfied your Condition is complete click the Create Condition button located in the bottom right corner of the window Note You will see a small check box to the left of the Create Condition button By default it is not checked so an email will automatically be sent to the Condition Administrator when you submit the Condition By checking this box the email will not be sent to the Condition Administrator when you submit the Condition B Comment on a Condition When as a general user you log into CATS you will only see the Conditions that are assigned to the group s to which you belong General users do not have the ability to edit the condition but can add comments as necessary To add a comment to a condition e Click the Conditions tab found under the Conditions amp Actions main navigation tab if not already open e To open the Condition click the Condition ID number for the Condition for which you would like to add a comment e Add your comment in the empty box to the left of the add comment button e Once you are satisfied your comment is complete click the Add Comment button Note When you add a comment to a Condition it will be dated time stamped and the person who added the comment will be recorded Revision 0 4 CATS Et
3. Throughout the CATS website you will see a Print Results button at the bottom right side of your screen At any time when you see this button you have the ability to print the results you are currently viewing on your screen Export to Excel Throughout the CATS website you will see an Export to Excel button at the bottom right side of your screen At any time when you see this button you have the ability to export the results you are currently viewing to an Excel file REPORTS You can access your reporting options by clicking on the Reports button located at the top left of your screen Once in the Reports section you have the ability to run reports based on two different criteria On the left side of your screen you have the ability to run reports based on Condition information On the right side of your screen you have the ability to run reports based on Action information Note When you run a report based on Action information it will also include the Condition information pertaining to those Actions Default Reports When you click on the link of one of the Default Reports for both Conditions and Actions a report will automatically run based on the designation of the link you chose Revision 0 34 CATS Et User Manual YOUR REGULATORY EXPERTS B Custom Reports You have the ability to create Custom Reports based on both Conditions and Actions To create a Custom Report e Clic
4. To add a comment to a Condition e Click the Conditions tab found under the Conditions amp Actions main navigation tab if not already open e To open the Condition click the Condition ID number for the Condition for which you would like to add a comment e Add your comment in the empty box to the left of the add comment button e Once you are satisfied your comment is complete click the Add Comment button Note When you add a comment to a Condition it will be time stamped dated and the person who added the comment will also be recorded Revision 0 21 CATS Et User Manual YOUR REGULATORY EXPERTS ll ACTIONS A Create a New Action e Click on a Condition ID to open a Condition e Once your Condition is open click the link labeled Add New Action located on the right side of the screen e Complete the designated boxes within the Add New Action box and upload a file if you would like Note The only two fields required to be completed are denoted with red asterisks e A file can be uploaded by any user if desired To upload a file Click the Browse button Choose the file you would like to upload Click the Open button To add more than one file click the More Files button found below the upload file bar to open another browse button The following file types extensions can be uploaded to CATS pdf Acrobat doc Word 97 2003 docx Word 2007 dotx Word template
5. ve Excel 97 2003 xlsx Excel 2007 ppt PowerPoint 97 2003 pps PowerPoint 97 2003 show ppa PowerPoint 97 2003 add in pptx PowerPoint 2007 and the following picture file types bmp gif jpe jpeg jpg tif tiff and png e Once you are satisfied your Condition is complete click the Create Condition button located in the bottom right corner of the window Note You will see a small check box to the left of the Create Condition button By default it is not checked so an email will automatically be sent to the Condition Administrator when you submit the Condition By checking this box the email will not be sent to the Condition Administrator when you submit the Condition Revision 0 29 CATS Et User Manual YOUR REGULATORY EXPERTS B Unassigned Conditions Initially when a Condition is created by any user no matter what access level they have the Condition will fall under the Unassigned Condition tab Until the Condition is assigned to a group by an Administrator or a Condition Administrator it will remain in the Unassigned Condition tab To edit an Unassigned Condition e Click the Unassigned Conditions tab e To open the Condition click the Condition ID number for the Condition you would like to edit e Click the pencil icon located on the right side of the Condition ID summary box e Once you have opened the Edit Condition screen the group assignment must be changed as Con
6. Add Comment button Note When you add a comment to an Action it will be time stamped dated and the person who added the comment will be recorded Revision 0 23 CATS Et User Manual YOUR REGULATORY EXPERTS lll FILTERING Your Filter Options can be found within each tab Conditions Actions Unassigned Conditions and Unassigned Actions Every user has the ability to filter the information they are seeing in the following ways A Filter by Category Based on Categories created within the Administration tab you have the ability to sort the Conditions Actions you are seeing by Category e Click the drop down menu All Categories on the left side of your screen below the Conditions Actions Unassigned Conditions and Unassigned Actions tabs e Choose the category to which you would like to filter The information below will then automatically change below based on your selection B Filter Options To filter by all other options available follow the steps below e Click the link labeled Filter Options located on the right side of your screen A new filtering window will open from the left side of your screen e Choose the options to which you would like to filter e Once you are satisfied with your choices click the Apply Filter button located at the bottom right of the window e The information will then filter and populate based on your selections C Sorting Organizing Columns When you are vi
7. User Manual YOUR REGULATORY EXPERTS ll ACTIONS A Create a New Action e Click on a Condition ID to open a Condition e Once your Condition is open click the link labeled Add New Action located on the right side of the screen e Complete the Summary and Action Details boxes and upload a file not required if you would like within the new window e Once you are satisfied your Action is complete click either the Create and Add New button or the Create and Close button at the bottom right of your window Create and Add New button Choose this button if you would like to submit your current action and immediately create another action for the same condition Create and Close button Choose this button if you would only like to submit the current action you have created B Comment on an Action When as a general user you log into CATS you will only see the Actions that are assigned to you General users do not have the ability to edit the actions but can add comments as necessary There are two ways to access an existing Action 1 Click on a Condition ID to open a Condition You can then view all existing Actions on the right side of your screen and choose which Action you would like to comment on 2 Click on the Actions tab found under the Conditions amp Actions main navigation tab You can then choose to click on either the Condition ID or the Action ID Either ch
8. tab if not already open e To open the Condition click the Condition ID number for the Condition you would like to edit e Click the pencil icon located on the right side of the Condition ID summary box e Complete edits as necessary e Click the Update Condition button located at the bottom right of the window once you are Satisfied the condition is complete To add a comment to a Condition e Click the Conditions tab found under the Conditions amp Actions main navigation tab if not already open e To open the Condition click the Condition ID number for the Condition you would like to add a comment to e Add your comment in the empty box to the left of the add comment button e Once you are satisfied your comment is complete click the Add Comment button Note When you add a comment to a Condition it will be time stamped dated and the person who added the comment will also be recorded Revision 0 12 CATS i User Manual YOUR REGULATORY EXPERTS ll ACTIONS A Create a New Action e Click on a Condition ID to open a Condition e Once your Condition is open click the link labeled Add New Action located on the right side of the screen e Complete the designated boxes within the Add New Action box and upload a file if you would like Note The only two fields required to complete are denoted with red asterisks e A file can be uploaded by any user if desired To upload a
9. ve Excel 97 2003 xlsx Excel 2007 ppt PowerPoint 97 2003 pps PowerPoint 97 2003 show ppa PowerPoint 97 2003 add in pptx PowerPoint 2007 and the following picture file types omp gif jpe jpeg jpg Dt tiff and png e When you are satisfied your Action is complete click the Create and Add New button or the Create and Close button at the bottom right of your window Create and Add New button Choose this button if you would like to submit your current action and immediately create another action for the same condition Create and Close button Choose this button if you would simply like to submit the current action you have created Revision 0 22 CATS Ett User Manual YOUR REGULATORY EXPERTS B Unassigned Actions Initially when an Action is created by a user the Action may fall under the Unassigned Actions tab Until the Action is assigned to an individual by an Administrator Condition Administrator or a Group Owner action must fall within their group it will remain in the Unassigned Actions tab Note By default an action will be assigned to the group to which the condition is assigned To edit an Unassigned Action e Click the Unassigned Actions tab e To open the Action click the Action ID number for the Action you would like to edit e Click the pencil icon located on the right side of the Action ID summary box e Once you have opened the Edit Action scr
10. Change Password button located in the bottom right part of your screen e Click the Cancel button if you would no longer like to change your password Vil LOG OUT e To log out of the site click the Log Out link at the top right corner of the screen e You will then see a drop down window asking Are you sure you want to like to log out e Choose either the Yes or No button as desired Revision 0 27 CATS User Manual CERTREC YOUR REGULATORY EXPERTS Revision 0 Administrator Manual 28 CATS Ett User Manual YOUR REGULATORY EXPERTS L CONDITIONS A Create a New Condition e Click on the Conditions tab found under the Conditions amp Actions main navigation tab if not already open e Click the link labeled Create New Condition located on the right side of your screen e Complete the designated boxes within the Create New Condition window and upload a file if you would like Note The only two fields required to be completed are denoted with red asterisks e To upload a file Click the Browse button Choose the file you would like to upload Click the Open button To add more than one file click the More Files button found below the upload file bar to open another browse button The following file types extensions can be uploaded to CATS pdf Acrobat doc Word 97 2003 docx Word 2007 dotx Word template
11. Remove link to the right of the user you would like to remove e A pop up window will appear asking Are you sure you want to remove the user Click OK to remove the user or Cancel to leave the user as a Group Owner To add a new general user to a group e Select a name from the drop down menu below the Group Members heading or type a name in the drop down menu box where it says Enter Name e Select the user you would like to add to the group e Click the Add General User button to the right of the drop down box To remove a group member from a group e Click the Remove link to the right of the user you would like to remove e Anewpop up window will appear asking you Are you sure you want to remove this user Click OK if you would like to remove the user or Cancel if you would like the user to remain in the group To return to the groups list click the Return to Group List link at the upper right corner of the page To Add a Group e Click the Add New Group link at the upper right side of the screen e Complete the Name and Description boxes The Description box is not a required field to complete e Once you are satisfied with your designations click Create Group button on the bottom right of the Group Details box e To return to the groups list click the Return to Group List link at the upper right corner of the page Revision 0 38
12. existing password e Click the Change Password button at the bottom left of your screen e Type the exiting password in the appropriate box e Type the new password in both the New Password and Confirm Password boxes e Click the Change Password button located in the bottom right part of your screen e Click the Cancel button if you would no longer like to change your password Vil LOG OUT e To log out of the site click the Log Out link at the top right corner of the screen e You will then see a drop down window asking Are you sure you want to like to log out e Choose either the Yes or No button as desired Revision 0 9 CATS User Manual CERTAR m YOUR REGULATORY EXPERTS Revision 0 Group Owner Manual CATS Et User Manual YOUR REGULATORY EXPERTS L CONDITIONS A Create a New Condition e Click on the Conditions tab found under the Conditions amp Actions main navigation tab if not already open e Click the link labeled Create New Condition located on the right side of your screen e Complete the designated boxes within the Create New Condition window and upload a file if you would like Note The only two fields required to be completed are denoted with red asterisks e To upload a file Click the Browse button Choose the file you would like to upload Click the Open button To add more than
13. its original state e f you click and drag any of the column headers they have the ability to be placed in the order of your preference from left to right D Clear Filters Once you have selected any of the filtering options you have the ability to clear your filters using the button Clear Filters located on the right side of your screen Note Once you have applied filters you will see in green to the left of the Filter Options link the options to which you have filtered Once you clear your filters you will then see to the left of the Filter Options link cleared filters in red Revision 0 15 CATS Ett User Manual YOUR REGULATORY EXPERTS IV INFORMATION EXPORTING TOOLS A E mail Results Button Throughout the CATS website you will see an Email Results button at the bottom right side of your screen At any time when you see this button you have the ability to email yourself the results you are currently viewing on your screen Note This button will only email the results to the email address that is registered with the user that is currently logged in B Print Results Button Throughout the CATS website you will see a Print Results button at the bottom right side of your screen At any time when you see this button you have the ability to print the results you are currently viewing on your screen C Export to Excel Throughout the CATS website you will see an Export to Excel butt
14. one file click the More Files button found below the upload file bar to open another browse button The following file types extensions can be uploaded to CATS pdf Acrobat doc Word 97 2003 docx Word 2007 dotx Word template xls Excel 97 2003 xlsx Excel 2007 ppt PowerPoint 97 2003 pps PowerPoint 97 2003 show ppa PowerPoint 97 2003 add in pptx PowerPoint 2007 and the following picture file types omp gif jpe jpeg jpg Dt tiff and png e Once you are satisfied your Condition is complete click the Create Condition button located in the bottom right corner of the window Note You will see a small check box to the left of the Create Condition button By default it is not checked so an email will automatically be sent to the Condition Administrator when you submit the Condition By checking this box the email will not be sent to the Condition Administrator when you submit the Condition Revision 0 11 CATS Et User Manual YOUR REGULATORY EXPERTS B Edit a Condition When as a Group Owner you log into CATS you will only see the Conditions assigned to the group s to which you belong to or are an owner The Group Owner has the ability to edit the summary description status extended due date and reason for extension of the Condition as well as add comments To edit a Condition e Click the Conditions tab found under the Conditions amp Actions main navigation
15. user information can be edited Once in the My Account page to update your User Details simply type in the correct information you wish to be on file in the appropriate box es Once you have completed your changes check Update Details To change your existing password e Click the Change Password button at the bottom left of your screen e Type the exiting password in the appropriate box e Type the new password in both the New Password and Confirm Password boxes e Click the Change Password button located in the bottom right part of your screen e Click the Cancel button if you would no longer like to change your password Vil LOG OUT e To log out of the site click the Log Out link at the top right corner of the screen e You will then see a drop down window asking Are you sure you want to like to log out e Choose either the Yes or No button as desired Revision 0 18 CATS CERTREC User Manual YOUR REGULATORY EXPERTS Condition Administrator Manual Revision 0 19 CATS Et User Manual YOUR REGULATORY EXPERTS L CONDITIONS A Create a New Condition e Click the Conditions tab found under the Conditions amp Actions main navigation tab if not already open e Click the link labeled Create New Condition located on the right side of your screen e Complete the designated boxes within the Create New Condition window and uploa
16. CATS Et User Manual YOUR REGULATORY EXPERTS C Manage Categories The Manage Categories link found within the Administration tab is where an Administrator can manage Category details To Edit a Category e Click the Edit link to the right of the category you would like to edit e Change the name of the category as desired e Once you are satisfied with your designation click the Update Category button at the bottom right of the Category Details box To continue managing categories click the Return to Category List link at the upper right corner of the page To Add a New Category e Click the Add New Category link found at the upper right side of the page e Type the name that you would like for this category e Once you are satisfied with your designation click the Create Category button at the bottom right of the Category Details box Vil MY ACCOUNT The My Account button which is located at the top right of your screen is where your user information can be edited Once in the My Account page to update your User Details simply type in the correct information you wish to be on file in the appropriate box es Once you have completed your changes check Update Details To change your existing password e Click the Change Password button at the bottom left of your screen e Type the exiting password in the appropriate box e Type the new password in b
17. Filter Options To filter by all other options available follow the steps below e Click the link labeled Filter Options located on the right side of your screen A new filtering window will open from the left side of your screen e Choose the options to which you would like to filter e Once you are satisfied with your choices click the Apply Filter button located at the bottom right of the window e The information will then filter and populate based on your selections C Sorting Organizing Columns When you are viewing the Conditions Actions Unassigned Conditions or the Unassigned Actions tabs each column within those tabs has the ability to be sorted or organized according to your preferences e When you click on a column header such as the Condition ID header it will organize the Condition IDs from the smallest number to the largest number If you click the same column header for a second time it will organize the Condition IDs from the largest number to the smallest number If you click the same column header a third time it will return to its original state e When you click on a column header such as the Summary header it will organize the Summaries from A Z based on the first letter of the summary If you click on the same column header for a second time it will organize the Summaries from Z A based on the first letter of the summary If you click on the same column header for a third time it will return to
18. an choose which Action you would like to edit After you have followed Step 1 or 2 above to edit an Action e Click the pencil icon located at the far right of your screen for the action you would like to edit e Complete edits as necessary e Click the Update Action button located at the bottom right of the window After you have followed Step 1 or 2 above to add a comment to an Action e Add your comment in the empty box to the left of the add comment button e Once you are satisfied your comment is complete click the Add Comment button Note When you add a comment to an Action it will be time stamped dated and the person who added the comment will be recorded Revision 0 14 CATS Ett User Manual YOUR REGULATORY EXPERTS FILTERING Your Filter Options can be found within each tab Conditions Actions Unassigned Conditions and Unassigned Actions Every user has the ability to filter the information they are seeing in the following ways A Filter by Category Based on Categories created within the Administration tab you have the ability to sort the Conditions Actions you are seeing by Category e Click the drop down menu All Categories on the left side of your screen below the Conditions Actions Unassigned Conditions and Unassigned Actions tabs e Choose the category to which you would like to filter The information below will then automatically change below based on your selection B
19. ated at the top left of your screen Once in the Reports section you have the ability to run reports based on two different criteria On the left side of your screen you have the ability to run reports based on Condition information On the right side of your screen you have the ability to run reports based on Action information Note When you run a report based on Action information it will also include the Condition information pertaining to those Actions Default Reports When you click on the link of one of the Default Reports for both Conditions and Actions a report will automatically run based on the designation of the link you chose CATS Et User Manual YOUR REGULATORY EXPERTS B Custom Reports You have the ability to create Custom Reports based on both Conditions and Actions To create a Custom Report e Click the Custom Report link located at the bottom of the Condition or Actions Reports list e Choose your reporting criteria as desired e Should you wish to clear the form and start your selections over click the Clear Filters button located at the bottom right of your screen to clear the selected fields e Once you are satisfied with your selection s click the Run Report button located at the bottom right of your screen to run the report C Reports E mail Subscription Once you have run any report you have the ability to set up an email subscription for that specific rep
20. d Actions tab Note By default an action will be assigned to the group to which the condition is assigned To edit an Unassigned Action e Click the Unassigned Actions tab e To open the Action click the Action ID number for the Action you would like to edit e Click the pencil icon located on the right side of the Action ID summary box e Once you have opened the Edit Action screen the individual assignment must be changed as Unassigned original individual assignment is no longer an option e Complete other edits as necessary e Once you are satisfied your Action is complete click the Action button located at the bottom right of the window C Edit Action When as a group owner you log into CATS you will only see the Actions assigned to you or someone belonging to the group of which you are an owner The Group Owner has the ability to edit the summary action details group assignment individual assignment due date status and upload files to the Action as well as add comments There are two ways to access existing Actions 1 Click on a Condition ID to open a Condition You can view all existing Actions on the right side of your screen and choose the Action you would like to edit 2 Click on the Actions tab found under the Conditions amp Actions main navigation tab You can then choose to click on either the Condition ID or the Action ID Either choice will take you to the Condition summary screen where you c
21. d a file if you would like Note The only two fields required to be completed are denoted with red asterisks e To upload a file Click the Browse button Choose the file you would like to upload Click the Open button To add more than one file click the More Files button found below the upload file bar to open another browse button The following file types extensions can be uploaded to CATS pdf Acrobat doc Word 97 2003 docx Word 2007 dotx Word template ve Excel 97 2003 xlsx Excel 2007 ppt PowerPoint 97 2003 pps PowerPoint 97 2003 show ppa PowerPoint 97 2003 add in pptx PowerPoint 2007 and the following picture file types omp gif jpe jpeg jpg Dt tiff and png e Once you are satisfied your Condition is complete click the Create Condition button located in the bottom right corner of the window Note You will see a small check box to the left of the Create Condition button By default it is not checked so an email will automatically be sent to the Condition Administrator when you submit the Condition By checking this box the email will not be sent to the Condition Administrator when you submit the Condition Revision 0 20 CATS Ce TRE User Manual YOUR REGULATORY EXPERTS B Unassigned Conditions Initially when a Condition is created by a user the Condition may fall under the Unassigned Conditions tab Until the Conditi
22. dition Administrators original group assignment when created is no longer an option e Complete other edits as necessary e Once you are satisfied your Condition is complete click the Update Condition button located at the bottom right of the window C Edit a Condition When as an Administrator you log into CATS you will be able to see all Conditions regardless to which groups the Conditions are assigned The Administrator has the ability to edit all fields within a Condition To edit a Condition e Click the Conditions tab found under the Conditions amp Actions main navigation tab if not already open e To open the Condition click the Condition ID number for the Condition you would like to edit e Click the pencil icon located on the right side of the Condition ID summary box e Complete edits as necessary e Click the Update Condition button located at the bottom right of the window once you are Satisfied the condition is complete To add a comment to a Condition e Click the Conditions tab found under the Conditions amp Actions main navigation tab if not already open e To open the Condition click the Condition ID number for the Condition for which you would like to add a comment e Add your comment in the empty box to the left of the add comment button e Once you are satisfied your comment is complete click the Add Comment button Note When you add a comment to a Condition it will be time s
23. down a box requiring more information e Name the report e Choose a report frequency by clicking one of the boxes to the left of Daily Weekly or Monthly e Click Create Subscription Once you have created an email subscription you can then view that subscription by returning to the Reports home page by clicking the Report button at the top left of your screen To delete a report e mail subscription e Click the Reports button at the top of your screen e Under the heading Report Email Subscriptions located at the bottom of your screen is a list of your current email subscriptions e To delete an email subscription click Delete at the right side of the screen next to the subscription you would like to delete Revision 0 26 CATS Et User Manual YOUR REGULATORY EXPERTS VI MY ACCOUNT The My Account button which is located at the top right of your screen is where your user information can be edited Once in the My Account page to update your User Details simply type in the correct information you wish to be on file in the appropriate box es Once you have completed your changes check Update Details To change your existing password e Click the Change Password button at the bottom left of your screen e Type the exiting password in the appropriate box e Type the new password in both the New Password and Confirm Password boxes e Click the
24. eader it will organize the Summaries from A Z based on the first letter of the summary If you click on the same column header for a second time it will organize the Summaries from Z A based on the first letter of the summary If you click on the same column header for a third time it will return to its original state If you click and drag any of the column headers they have the ability to be placed in the order of your preference from left to right D Clear Filters Once you have selected any of the filtering options you have the ability to clear your filters using the button Clear Filters located on the right side of your screen Note Once you have applied filters you will see in green to the left of the Filter Revision 0 Options link the options to which you have filtered Once you clear your filters you will then see to the left of the Filter Options link cleared filters in red 33 CATS Ett User Manual YOUR REGULATORY EXPERTS IV INFORMATION EXPORTING TOOLS A E mail Results Button Throughout the CATS website you will see an Email Results button at the bottom right side of your screen At any time when you see this button you have the ability to email yourself the results you are currently viewing on your screen Note This button will only email the results to the email address that is registered with the user that is currently logged in Print Results Button
25. een the individual assignment must be changed as Unassigned original group assignment is no longer an option e Complete other edits as necessary e Once you are satisfied your Action is complete click the Action button located at the bottom right of the window B Edit Action When as a Condition Administrator you log into CATS you will be able to see all Actions regardless to whom they are assigned You will also be able to edit all fields within an Action There are two ways to access existing Actions 1 Click on a Condition ID to open a Condition You can view all existing Actions on the right side of your screen and choose which Action you would like to edit 2 Click on the Actions tab found under the Conditions amp Actions main navigation tab You can then choose to click on either the Condition ID or the Action ID Either choice will take you to the Condition summary screen where you can choose which Action you would like to edit After you have followed Step 1 or 2 above to edit an Action e Click the pencil icon located at the far right of your screen for the action you would like to edit e Complete edits as necessary e Click the Update Action button located at the bottom right of the window After you have followed Step 1 or 2 above to add a comment to an Action e Add your comment in the empty box to the left of the add comment button e Once you are satisfied your comment is complete click the
26. en see to the left of the Filter Options link cleared filters in red Revision 0 24 CATS Ett User Manual YOUR REGULATORY EXPERTS IV INFORMATION EXPORTING TOOLS A E mail Results Button Throughout the CATS website you will see an Email Results button at the bottom right side of your screen At any time when you see this button you have the ability to email yourself the results you are currently viewing on your screen Note This button will only email the results to the email address that is registered with the user that is currently logged in Print Results Button Throughout the CATS website you will see a Print Results button at the bottom right side of your screen At any time when you see this button you have the ability to print the results you are currently viewing on your screen Export to Excel Throughout the CATS website you will see an Export to Excel button at the bottom right side of your screen At any time when you see this button you have the ability to export the results you are currently viewing to an Excel file V REPORTS You can access your reporting options by clicking on the Reports button located at the top left of your screen Once in the Reports section you have the ability to run reports based on two different criteria On the left side of your screen you have the ability to run reports based on Condition information On the right side of
27. ence 4200 S Hulen Street Suite 422 Fort Worth Texas 76109 817 738 7661 CATS User Manual Kb YOUR REGULATORY CS Te m EXPERTS Add New Condition Administrator Conditions Administrator Group Owner General User Summary Description Upload Files Assign to Category Assign to Group Due Date x 1x x gt lt x gt lt x lt lt lt x gt lt Unassigned Condition Assign to Group x x Edit Condition Summary Description Upload Files x x Assign to Category Assign to Group Status H H Due Date H Extended Due Date Reason for Extension x X 1X gt lt gt lt x gt lt gt lt gt lt x X lt gt lt gt lt gt lt gt lt gt lt gt lt H lt lt lt H Comment on Condition Comments Condition Files Upload Files Delete Files x x x Add New Action Summary Action Details Assign to Group Assign to Individual x x lt lt Due Date Status Upload Files x IX IX IX IX lt lt x IX IX IX lt lt x x lt gt lt Unassigned Action Assign to Individual x x H x Edit Action Summary Action Details Assign to Group Assign to Individual H Due Date Status Upl
28. ewing the Conditions Actions Unassigned Conditions or the Unassigned Actions tabs each column within those tabs has the ability to be sorted or organized according to your preferences e When you click on a column header such as the Condition ID header it will organize the Condition IDs from the smallest number to the largest number If you click the same column header for a second time it will organize the Condition IDs from the largest number to the smallest number If you click the same column header a third time it will return to its original state e When you click on a column header such as the Summary header it will organize the Summaries from A Z based on the first letter of the summary If you click on the same column header for a second time it will organize the Summaries from Z A based on the first letter of the summary If you click on the same column header for a third time it will return to its original state e f you click and drag any of the column headers they have the ability to be placed in the order of your preference from left to right D Clear Filters Once you have selected any of the filtering options you have the ability to clear your filters using the button Clear Filters located on the right side of your screen Note Once you have applied filters you will see in green to the left of the Filter Options link the options to which you have filtered Once you clear your filters you will th
29. f your screen e Choose the options to which you would like to filter e Once you are satisfied with your choices click the Apply Filter button located at the bottom right of the window e The information will then filter and populate based on your selections Sorting Organizing Columns When you are viewing the Conditions or Actions tabs each column within those tabs has the ability to be sorted or organized according to your preferences e When you click on a column header such as the Condition ID header it will organize the Condition IDs from the smallest number to the largest number If you click the same column header for a second time it will organize the Condition IDs from the largest number to the smallest number If you click the same column header a third time it will return to its original state e When you click on a column header such as the Summary header it will organize the Summaries from A Z based on the first letter of the summary If you click on the same column header for a second time it will organize the Summaries from Z A based on the first letter of the summary If you click on the same column header for a third time it will return to its original state e f you click and drag any of the column headers they have the ability to be placed in the order of your preference from left to right Clear Filters Once you have selected any of the filtering options you have the ability to clear you
30. file Click the Browse button Choose the file you would like to upload Click the Open button To add more than one file click the More Files button found below the upload file bar to open another browse button The following file types extensions can be uploaded to CATS pdf Acrobat doc Word 97 2003 docx Word 2007 dotx Word template ve Excel 97 2003 xlsx Excel 2007 ppt PowerPoint 97 2003 pps PowerPoint 97 2003 show ppa PowerPoint 97 2003 add in pptx PowerPoint 2007 and the following picture file types omp gif jpe jpeg jpg Dt tiff and png e When you are satisfied your Action is complete click the Create and Add New button or the Create and Close button at the bottom right of your window Create and Add New button Choose this button if you would like to submit your current action and immediately create another action for the same condition Create and Close button Choose this button if you would simply like to submit the current action you have created Revision 0 13 CATS Et User Manual YOUR REGULATORY EXPERTS B Unassigned Actions Initially when an Action is created by a user the Action may fall under the Unassigned Actions tab Until the Action is assigned to an individual by an Administrator Condition Administrator or a Group Owner action must fall within their group it will remain in the Unassigne
31. he opportunity to share this wonderful tool with you and have worked hard to meet your action tracking needs CATS is acomprehensive yet incredibly easy web based system that allows you to e Identify and prioritize conditions e Assign actions e Track deadlines e Report on performance Designed as a simple yet multi functional Corrective Action management program CATS is equally suited for managing issues and associating multiple actions with an issue With its simple web interface in 3 easy steps you have a condition action tracking tool that enables decisions to be implemented and deadlines to be met We hope you will enjoy using our CATS user manual and your new CATS website Should you have any questions or if we can be of any help in any way please do not hesitate to contact us at nercinfo certrec com Sincerely Certrec Corporation Founded in 1988 CERTREC is a technology based regulatory compliance service provider with more than 250 cumulative years of engineering and audit experience with the Nuclear Regulatory Commission NRC the Federal Energy Regulatory Commission FERC the North American Electric Reliability Corporation NERC and other regulatory agency compliance Certrec offers you support from a unique group of individuals with a wide range of expertise and core competencies many with degrees that include Nuclear Engineering Mechanical Engineering Engineering Technology Engineering Physics and Computer Sci
32. iew all existing Actions on the right side of your screen and choose which Action you would like to edit 2 Click on the Actions tab found under the Conditions amp Actions main navigation tab You can then choose to click on either the Condition ID or the Action ID Either choice will take you to the Condition summary screen where you can choose which Action you would like to edit After you have followed Step 1 or 2 above to edit an Action e Click the pencil icon located at the far right of your screen for the action you would like to edit e Complete edits as necessary e Click the Update Action button located at the bottom right of the window After you have followed Step 1 or 2 above to add a comment to an Action e Add your comment in the empty box to the left of the add comment button e Once you are satisfied your comment is complete click the Add Comment button Note When you add a comment to an Action it will be time stamped dated and the person who added the comment will be recorded Revision 0 32 CATS User Manual CERTREC YOUR REGULATORY EXPERTS FILTERING Your Filter Options can be found within each tab Conditions Actions Unassigned Conditions and Unassigned Actions You have the ability to filter the information you are seeing in the following ways A Filter by Category Based on Categories created within the Administration tab you have the ability to sort the Conditi
33. ions e To delete an email subscription click Delete at the right side of the screen next to the subscription you would like to delete Revision 0 35 CATS CERTREC User Manual YOUR REGULATORY EXPERTS VI ADMINISTRATION The Administration button at the top right of your screen can only be accessed by those with the Administration User Access level A Manage Users The Manage Users link found within the Administration tab is where an Administrator can Add New Users or Edit Existing Users details and access levels To edit a User Click the Manage Users link On the right side of the screen click the Edit button on the same line as the user you would like to edit Make changes to the User Details by simply typing in the four boxes the information you would like to be saved Once you are satisfied with the User Details click the Update User button at the bottom right of the User Details box To change the user s Access Level if the user has no groups assigned Uncheck the box next to the Access Level currently assigned to the user Check the box next to the Access Level you would like for them to have Once you have changed the user s Access Level you may add the user to a group by clicking the Add Groups button on the right side of your screen this is not a required step To add a user to a Group click the box next to the Group s in which you would like f
34. k the Custom Report link located at the bottom of the Condition or Actions Reports list e Choose your reporting criteria as desired e Should you wish to clear the form and start your selections over click the Clear Filters button located at the bottom right of your screen to clear the selected fields e Once you are satisfied with your selection s click the Run Report button located at the bottom right of your screen to run the report C Reports E mail Subscription Once you have run any report you have the ability to set up an email subscription for that specific report you have just run to be emailed to you on a daily weekly or monthly basis To create an email subscription for a report e Once you have run a report click the Click Here link at the bottom right of your screen e This will drop down a box requiring more information e Name the report e Choose a report frequency by clicking one of the boxes to the left of Daily Weekly or Monthly e Click Create Subscription Once you have created an email subscription you can then view that subscription by returning to the Reports home page by clicking the Report button at the top left of your screen To delete a report e mail subscription e Click the Reports button at the top of your screen e Under the heading Report Email Subscriptions located at the bottom of your screen is a list of your current email subscript
35. nce you are satisfied with your selection s click the Run Report button located at the bottom right of your screen to run the report C Reports E mail Subscription Once you have run any report you have the ability to set up an email subscription for that specific report you have just run to be emailed to you on a daily weekly or monthly basis To create an email subscription for a report e Once you have run a report click the Click Here link at the bottom right of your screen e This will drop down a box requiring more information e Name the report e Choose a report frequency by clicking one of the boxes to the left of Daily Weekly or Monthly e Click Create Subscription Once you have created an email subscription you can then view that subscription by returning to the Reports home page by clicking the Report button at the top left of your screen To delete a report e mail subscription e Click the Reports button at the top of your screen e Under the heading Report Email Subscriptions located at the bottom of your screen is a list of your current email subscriptions e To delete an email subscription click Delete at the right side of the screen next to the subscription you would like to delete Revision 0 17 CATS Et User Manual YOUR REGULATORY EXPERTS VI MY ACCOUNT The My Account button which is located at the top right of your screen is where your
36. nd Close button Choose this button if you would simply like to submit the current action you have created Revision 0 31 CATS Ce TRE User Manual YOUR REGULATORY EXPERTS B Unassigned Actions Initially when an Action is created by a user the Action may fall under the Unassigned Actions tab Until the Action is assigned to an individual by an Administrator Condition Administrator or a Group Owner action must fall within their group it will remain in the Unassigned Actions tab Note By default an action will be assigned to the group to which the condition is assigned To edit an Unassigned Action e Click the Unassigned Actions tab e To open the Action click the Action ID number for the Action you would like to edit e Click the pencil icon located on the right side of the Action ID summary box e Once you have opened the Edit Action screen the individual assignment must be changed as Unassigned original group assignment is no longer an option e Complete other edits as necessary e Once you are satisfied your Action is complete click the Action button located at the bottom right of the window B Edit an Action When as an Administrator you log into CATS you will be able to see all Actions regardless to whom they are assigned The Administrator has the ability to edit all fields within an Action There are two ways to access existing Actions 1 Click on a Condition ID to open a Condition You can v
37. ndition Administrator the option to add him her to a group will not exist as these access levels oversee all groups To Add a New User e Click on the Manage Users link e Click the Add New User button located at the top right of your screen e Complete the four designated fields with the appropriate information e Click the Next Step button located at the bottom right e Click the box to the left of the User Access Level you would like to give the user e f you choose Administrators or Condition Administrators simply click the Next Step button Note If you select Administrator you also have the ability to select Condition Administrator allowing one person to fully manage the website e f you choose Group Owner or General User select a group s from the list that populates below if you have created groups by checking the box to the left of the group names to designate which group you would like them to belong to or own e Review the information Ifthe information is incorrect click on the tab that contains the information you would like to edit The Personal Information tab contains the user s name e mail address and phone number The User Access tab contains the user s access level and the user s group s To change the access level Uncheck the box next to the access level currently assigned the user Check the box next to the access level you would like the user to ha
38. oad Files x IX IX IX x IX gt lt x IX IX gt lt x gt lt gt lt x lt lt gt x lt gt lt x x Comment on Action Comments x x x Action Files Upload Files Delete Files Run Conditions Reports Run Actions Reports x 1x x x x 1x X x x x x x Site Administration x Revision 0 If assigned to their group Can be changed if status is completed CATS CERTREC User Manual YOUR REGULATORY EXPERTS General User Manual Revision 0 3 CATS Et User Manual YOUR REGULATORY EXPERTS L CONDITIONS A Create a New Condition e Click on the Conditions tab found under the Conditions amp Actions main navigation tab if not already open e Click the link labeled Create New Condition located on the right side of your screen e Complete the Summary and Description boxes shown within the new window e To upload a file Click the Browse button Choose the file you would like to upload Click the Open button To add more than one file click the More Files button found below the upload file bar to open another browse button The following file types extensions can be uploaded to CATS pdf Acrobat doc Word 97 2003 docx Word 2007 dotx Word template ve Excel 97 2003 xlsx Excel 2007 ppt PowerPoint 97 2003 pps PowerPoint 97 2003 show
39. oice will take you to the Condition summary screen where you can choose which Action you would like to comment on After you have followed Step 1 or 2 above to comment on an Action e Add your comment in the empty box to the left of the add comment button e Once you are satisfied your comment is complete click the Add Comment button Note When you add a comment to an Action it will be dated time stamped and the person who added the comment will also be recorded Revision 0 5 CATS Et User Manual YOUR REGULATORY EXPERTS Revision 0 FILTERING Your Filter Options can be found within each tab Conditions Actions Unassigned Conditions and Unassigned Actions You have the ability to filter the information you are seeing in the following ways A Filter by Category Based on Categories created within the Administration tab you have the ability to sort the Conditions Actions you are seeing by Category e Click the drop down menu labeled All Categories found below the Conditions Actions Unassigned Conditions and Unassigned Actions tabs e Choose the category to which you would like to filter The information will then automatically change below based on your selection B Filter Options To filter by all other options available follow the steps below e Click the link labeled Filter Options located on the right side of your screen A new filtering window will open from the left side o
40. on at the bottom right side of your screen At any time when you see this button you have the ability to export the results you are currently viewing to an Excel file V REPORTS You can access your reporting options by clicking on the Reports button located at the top left of your screen Once in the Reports section you have the ability to run reports based on two different criteria On the left side of your screen you have the ability to run reports based on Condition information On the right side of your screen you have the ability to run reports based on Action information Note When you run a report based on Action information it will also include the Condition information pertaining to those Actions Default Reports When you click on the link of one of the Default Reports for both Conditions and Actions a report will automatically run based on the designation of the link you chose Revision 0 16 CATS Et User Manual YOUR REGULATORY EXPERTS B Custom Reports You have the ability to create Custom Reports based on both Conditions and Actions To create a Custom Report e Click the Custom Report link located at the bottom of the Condition or Actions Reports list e Choose your reporting criteria as desired e Should you wish to clear the form and start your selections over click the Clear Filters button located at the bottom right of your screen to clear the selected fields e O
41. on is assigned to a group by an Administrator or a Condition Administrator it will remain in the Unassigned Condition tab To edit an Unassigned Condition e Click the Unassigned Conditions tab e To open the Condition click the Condition ID number for the Condition you would like to edit e Click the pencil icon located on the right side of the Condition ID summary box e Once you have opened the Edit Condition screen the group assignment must be changed as Condition Administrators original group assignment when created is no longer an option e Complete other edits as necessary e Once you are satisfied your Condition is complete click the Update Condition button located at the bottom right of the window C Edit a Condition When as a Condition Administrator you log into CATS you will be able to see all Conditions no matter which groups the Conditions are assigned to The Condition Administrator has the ability to edit all fields within a Condition To edit a Condition e Click the Conditions tab found under the Conditions amp Actions main navigation tab if not already open e To open the Condition click the Condition ID number for the Condition you would like to edit e Click the pencil icon located on the right side of the Condition ID summary box e Complete edits as necessary e Click the Update Condition button located at the bottom right of the window once you are Satisfied the condition is complete
42. ons Actions you are seeing by Category Click the drop down menu labeled All Categories found on the left side of your screen below the Conditions Actions Unassigned Conditions and Unassigned Actions tabs Choose the category to which you would like to filter The information will then automatically change below based on your selection B Filter Options To filter by all other options available follow the steps below Click the link labeled Filter Options located on the right side of your screen A new filtering window will open from the left side of your screen Choose the options to which you would like to filter Once you are satisfied with your choices click the Apply Filter button located at the bottom right of the window The information will then filter and populate based on your selections C Sorting Organizing Columns When you are viewing the Conditions or Actions tabs each column within those tabs has the ability to be sorted or organized according to your preferences When you click on a column header such as the Condition ID header it will organize the Condition IDs from the smallest number to the largest number If you click the same column header for a second time it will organize the Condition IDs from the largest number to the smallest number If you click the same column header a third time it will return to its original state When you click on a column header such as the Summary h
43. or them to belong Once you are satisfied with your Group selections click the Add Groups button located below the selection boxes Once you have clicked Add Groups if you would no longer like to add the user to a group simply click the Cancel button at the bottom left of the Assigned Groups box To change the user s access level if the user is currently assigned to a group Revision 0 In the Assigned Groups section remove all groups assigned to the user by clicking the remove button to the right of the group name You will then see that the Access Level boxes can now be changed Uncheck the box next to the access level currently assigned to the user Check the box next to the Access Level you would like for them to have Once you have changed the user s Access Level you may add the user toa group by clicking the Add Groups button on the right side of your screen To add a user to a Group click the box next to the Group s in which you would like for them to belong Once you are satisfied with your Group selections click the Add Groups button located below the selection boxes 36 CATS Ett User Manual YOUR REGULATORY EXPERTS Once you have clicked Add Groups if you would no longer like to add the user to a group simply click the Cancel button at the bottom left of the Assigned Groups box Note Ifa User has an Access Level of either Administrator or Co
44. ort you have just run to be emailed to you on a daily weekly or monthly basis To create an email subscription for a report e Once you have run a report click the Click Here link at the bottom right of your screen e This will drop down a box requiring more information e Name the report e Choose a report frequency by clicking one of the boxes to the left of Daily Weekly or Monthly e Click Create Subscription Once you have created an email subscription you can then view that subscription by returning to the Reports home page by clicking the Report button at the top left of your screen To delete a report e mail subscription e Click the Reports button at the top of your screen e Under the heading Report Email Subscriptions located at the bottom of your screen is a list of your current email subscriptions e To delete an email subscription click Delete at the right side of the screen next to the subscription you would like to delete Revision 0 CATS Et User Manual YOUR REGULATORY EXPERTS VI MY ACCOUNT The My Account button which is located at the top right of your screen is where your user information can be edited Once in the My Account page to update your User Details simply type in the correct information you wish to be on file in the appropriate box es Once you have completed your changes check Update Details To change your
45. oth the New Password and Confirm Password boxes e Click the Change Password button located in the bottom right part of your screen e Click the Cancel button if you would no longer like to change your password Vill LOG OUT e To log out of the site click the Log Out link at the top right corner of the screen e You will then see a drop down window asking Are you sure you want to like to log out e Choose either the Yes or No button as desired Revision 0 39
46. r filters using the button Clear Filters located on the right side of your screen Note Once you have applied filters you will see in green to the left of the Filter Options link the options to which you have filtered Once you clear your filters you will then see to the left of the Filter Options link cleared filters in red CATS Ett User Manual YOUR REGULATORY EXPERTS IV Revision 0 INFORMATION EXPORTING TOOLS A E mail Results Button Throughout the CATS website you will see an Email Results button at the bottom right side of your screen At any time when you see this button you have the ability to email yourself the results you are currently viewing on your screen Note This button will only email the results to the email address that is registered with the user that is currently logged in B Print Results Button Throughout the CATS website you will see a Print Results button at the bottom right side of your screen At any time when you see this button you have the ability to print the results you are currently viewing on your screen C Export to Excel Throughout the CATS website you will see an Export to Excel button at the bottom right side of your screen At any time when you see this button you have the ability to export the results you are currently viewing to an Excel file REPORTS You can access your reporting options by clicking on the Reports button loc
47. t 20 A Create a New Condition ENNEN 20 B Unassigned Conditions kee 21 C Edita COnditO EE 21 E ere 22 A Create a New Action sent ln 22 B Edit AUCTION EE 23 Hl le sense anna a a ae Dreier 24 A Filter by Gate gory an ee EE A EN EE EAR 24 Bs Ge lee EE 24 BE ee 24 IV Information Exporting Tools acccccncssnciendstctiemndeciered beatmeuseinsondrbedincenniicenilesimaeteitiandnnatetets 25 A E mail Results EOIN er eeeaeeeereseee 25 B Print Results Button nei annie EE iene 25 C Export to EE 25 Ve e ne ee A E E a E E 25 A Default Eeer EE 25 B G stom ee 26 Y EE 27 VIE LO a nee ee ee 27 Revision 0 ii CATS Ett User Manual YOUR REGULATORY EXPERTS ADMINISTRATOR MANUAL nn u 28 NR ei ele nee een 29 A Create a New Condition eek 29 B Unassigned Conditions EE 30 G EC Ree le EE 30 Ms ere 31 A Create a New Alone ee 31 e EE 32 Ihe url en 33 A Filter by AGONY nenn en seneemnserer 33 B Filter 0100 e nee a a a ee 33 C Sorting Organizing Columns kee EEN 33 D Eeer 33 IV Information Exporting Tele sn aa biede ENEA EEE E EEE 34 A E mail Results Tt EE 34 B Print Results Button nu dienende 34 GEBOT E 34 V Repons E 34 A Default E 34 B Custom Reports EE 35 VI elen E e 36 Pe IM ANSAGE Users ae ee ne en ee ee eee ae ae 36 Ee Wee Groupe EE 38 VIL EE 39 VIER Brote Eet 39 Revision 0 iii Dear New CATS User Thank you for choosing the Certrec Action Tracking System CATS We appreciate t
48. tamped dated and the person who added the comment will also be recorded Revision 0 30 CATS Et User Manual YOUR REGULATORY EXPERTS ll ACTIONS A Create a New Action e Click on a Condition ID to open a Condition e Once your Condition is open click the link labeled Add New Action located on the right side of the screen e Complete the designated boxes within the Add New Action box and upload a file not required if you would like e To upload a file Click the Browse button Choose the file you would like to upload Click the Open button To add more than one file click the More Files button found below the upload file bar to open another browse button The following file types extensions can be uploaded to CATS pdf Acrobat doc Word 97 2003 docx Word 2007 dotx Word template xls Excel 97 2003 xlsx Excel 2007 ppt PowerPoint 97 2003 pps PowerPoint 97 2003 show ppa PowerPoint 97 2003 add in pptx PowerPoint 2007 and the following picture file types omp gif jpe jpeg jpg tif tiff and png e When you are satisfied your Action is complete click the Create and Add New button or the Create and Close button at the bottom right of your window Create and Add New button Choose this button if you would like to submit your current action and immediately create another action for the same condition Create a
49. ve Ifthe access level is Group Owner or General User select the Group s that you would like them to belong to or own e Once the information is correct you have two options Click the Create and Add New button to create the current user and immediately add another user Click the Create User button to create the current user e The user you have just created will receive an e mail from CATS with his her Username Password and a link to the CATS website URL Revision 0 37 CATS Et User Manual YOUR REGULATORY EXPERTS B Manage Groups The Manage Groups link found within the Administration tab is where an Administrator can manage the Group Details Group Owners and Group Members To Edit a Group e To make changes to an existing group click the Edit link found to the right of the group information e Change the name or description of the group as desired by typing in the appropriate boxes e Once you are satisfied with your changes click the Update Details button found at the bottom of the Group Details box To add a new group owner to a group e Either select a name from the drop down menu to the right of Add New Group Owner or type a name in the drop down menu box where it says Enter Name e Select the user you would like to make the Group Owner e Click the Add Group Owner button to the right of the drop down box To remove a group owner from a group e Click the
50. your screen you have the ability to run reports based on Action information Note When you run a report based on Action information it will also include the Condition information pertaining to those Actions Default Reports When you click on the link of one of the Default Reports for both Conditions and Actions a report will automatically run based on the designation of the link you chose Revision 0 25 CATS Et User Manual YOUR REGULATORY EXPERTS B Custom Reports You have the ability to create Custom Reports based on both Conditions and Actions To create a Custom Report e Click the Custom Report link located at the bottom of the Condition or Actions Reports list e Choose your reporting criteria as desired e Should you wish to clear the form and start your selections over click the Clear Filters button located at the bottom right of your screen to clear the selected fields e Once you are satisfied with your selection s click the Run Report button located at the bottom right of your screen to run the report C Reports E mail Subscription Once you have run any report you have the ability to set up an email subscription for that specific report you have just run to be emailed to you on a daily weekly or monthly basis To create an email subscription for a report e Once you have run a report click the Click Here link at the bottom right of your screen e This will drop

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