09_30_16_COOP Insight


Concept

In this COOP Insight topic, you will retrieve contact information using search criteria based on your manager/security roles.


Steps:

  1. Click the Main Menu menu.

    Step 1

  2. Click the HCM Systems menu.

    Step 2

  3. Click the Insights menu.

    Step 3

  4. Click the COOP Insight menu.

    Step 4

  5. COOP stands for Continuity of Operations Plan.

     

    The COOP Insight was initially designed to provide information on judiciary employees with COOP memberships assigned in CONNECT.  We have expanded that to include a selection for All Personnel, which is the default, to allow you to get contact information for all personnel in the case of a COOP event.

    Step 5

  6. If information is needed for a group of employees, the report can be generated by selecting one or more Locations or Departments. 

     

    The search criteria specific to the COOP Insight is COOP Personnel Type, which is derived from the Memberships recorded on the person's profile.

    Step 6

  7. The Search button is to view the results based on the search criteria.

     

    The Clear button is to delete the search criteria.

     

    The Export button is to download the search results into an Excel spreadsheet.

    Step 7

  8. For this example, you will view COOP members in CC Montgomery County.

     

    Click the Look up Location button.

    Step 8

  9. Click the CC15 link for CC Montgomery.

    Step 9

  10. Click the Search button to view the results based on the search criteria.

    Step 10

  11. The results displayed show 3 COOP members in CC Montgomery.

    Step 11

  12. Click the Horizontal scrollbar to view the remaining columns.

    Step 12

  13. The last column shows the employee's COOP Personnel Type (Membership).

    Step 13

  14. Click the Horizontal scrollbar to return to the search criteria.

    Step 14

  15. Click the Clear button to delete the previous search criteria.

    Step 15

  16. Click the Home link.

    Step 16

  17. Click the Sign out link.

    Step 17

You have completed the COOP Insight topic.

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