Financial Data Collection Tool Call Data, Edits, and Notifications

Transcription

1 Financial Data Collection Tool Call Data, Edits, and Notifications

2 Agenda Call Data Features Edit Functionality Notifications Tools

3 Resources Create Correct Copy Delete

4 Resources Financial Call Reporting Guidebook Financial Data Collection Reporting Requirements Instructions Record Layouts Search Edit Submit Import Create Copy Validate Correct Delete Export Print Supports 21 of 22 Financial Calls Call 6 reported on hard copy only

5 Main Page

6 Main Page

7 Call Data

8 Manage Call Data Create Call Data

9 Manage Call Data Create Call Data

10 Manage Call Data Create Call Data

11 Manage Call Data Create Call Data

12 Manage Call Data Create Call Data

13 Manage Call Data Create Call Data

14 Manage Call Data Create Call Data

15 Manage Call Data Create Call Data When a call is locked, the tab will display as UNLOCK

16 Manage Call Data Create Call Data

17 Manage Call Data Create Call Data

18 Manage Call Data Create Call Data

19 Manage Call Data Create Call Data Clicking Allows other on Edit users locks to update the Call the again call

20 Manage Call Data Create Call Data

21 Manage Call Data Create Call Data

22 Manage Call Data Create Call Data

23 Manage Call Data Create Call Data

24 Manage Call Data Create Call Data

25 Manage Call Data Create Call Data

26 Manage Call Data Create Call Data

27 Manage Call Data Create Call Data Saves explanation to this instance of the edit

28 Manage Call Data Create Call Data Saves explanation to all Calls within the state with same edit

29 Manage Call Data Create Call Data Saves explanation to all Calls to all states with same edit

30 Manage Call Data Create Call Data

31 Manage Call Data Create Call Data

32 Manage Call Data Create Call Data

33 Manage Call Data Create Call Data

34 Manage Call Data Create Call Data

35 Manage Call Data Create Call Data

36 Manage Call Data Create Call Data

37 Manage Call Data Copy Call Data Allows you to copy the prior year s data to the current year.

38 Manage Call Data Copy Call Data

39 Manage Call Data Copy Call Data

40 Manage Call Data Copy Call Data

41 Manage Call Data Copy Call Data

42 Manage Call Data Copy Call Data

43 Manage Call Data Copy Call Data

44 Manage Call Data Import Call Data

45 Manage Call Data Import Call Data 1 Browse for your file 2 Locate the file on your PC 3 Open the file 4 Send the file FDC.AlabamaCall3.003.csv

46 Manage Call Data Import Call Data 1 Browse for your file 2 Locate the file on your PC 3 Open the file 4 Send the file FDC.AlabamaCall3.003.csv Refer to Part 12 of the Financial Call Reporting Guidebook for proper naming conventions

47 Manage Call Data Import Call Data

48 Import Header Record Layout Only one header record per Call may be reported

49 Import Data Record Layout Each Financial Call has its own Data Record Layout Multiple states per Call can be reported within one Import Data Record File Downloadable import record layout instructions and template files are available for your use from within the online version of the Financial Call Reporting Guidebook

50 Manage Call Data Export Call Data Export multiple states by holding down the CTRL key

51 Search Call Data

52 Search Call Data

53 Search Call Data

54 Search Call Data

55 Search Call Data

56 Search Call Data

57 Search Call Data

58 Search Call Data

59 Search Call Data

60 Search Call Data

61 Search Call History

62 Search Call History

63 Search Call History

64 Search Call History

65 Validate Call Data

66 Submit Call Data

67 Submit Call Data

68 Edits

69 Search for Financial Data Edit

70 Search for Financial Data Edit

71 Search for Financial Edit Data

72 Search for Financial Edit Data

73 Search for Financial Edit Data

74 Notifications

75 Notifications

76 Notifications

77 Notifications Entered information incorrectly. Data has been corrected.

78 Tools NCCI Financial Data Validator

79 Thank You for Viewing the Financial Data Collection Tool Call Data, Edits, and Notifications Presentation For questions or additional information, please contact our Customer Service Center at: 800-NCCI-123 ( ) ncci.com, click Contact Us