10_28_16_POI Insight


Concept

In this POI (Person of Interest) 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 POI Insight menu.

    Step 4

  5. The POI Insight provides information relevant to Persons of Interest for the organization.  These are state paid judiciary employees. 

     

    If a specific POI's information is needed, the report can be generated by using Employee ID or Last/First Name search criteria.

     

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

    Step 5

  6. You will need to select one or more search criteria and/or time specific criteria. 

     

    The Insight Tip Sheet offers quick tips to assist your search.  Click the Insight Tip Sheet link.

    Step 6

  7. The Insights Tip Sheet gives an explanation of searching by Department vs. Location and how to use the Look Up when searching the fields with magnifying glasses.

     

    Click the Insight Tip Sheet scrollbar to view all of the information.

    Step 7

  8. Click the Close (X) button to exit the Insight Tip Sheet.

    Step 8

  9. Click the Status drop-down list.

    Step 9

  10. Click the Active list item.

    Step 10

  11. For this example, you will view POIs in CC Montgomery County.

     

    Click the Look up Location button.

    Step 11

  12. The Look Up Location will display a list of Locations.

    Step 12

  13. If you do not know the Location Code, click the Search by drop-down list.

    Step 13

  14. Click the Description list item.

    Step 14

  15. CONNECT supports the (%) percent sign as a wildcard feature when searching for data in character fields.  The (%) percent sign matches one or more characters.

     

    Click in the Description field.

    Step 15

  16. Since the department is CC Montgomery County, you can enter a few characters in the search.

     

    a valid value
     e.g.
    Enter
     "%mont"
     into the field.

    Step 16

  17. Click the Look Up button.

    Step 17

  18. The (%) percent wildcard search returned 4 results, all including Montgomery in the Description.

     

    Click the CC Montgomery County link.

    Step 18

  19. The Location selected will display here.

    Step 19

  20. 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 20

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

    Step 21

  22. The results displayed below show 8 POIs in CC Montgomery County.

    Step 22

  23. For this UPK, business phone numbers and email addresses were not entered.  POIs will have access to enter/update their personal information including business phone number and email address.

    Step 23

  24. For this example, you will search for multiple departments in CC Montgomery County.

     

    Click the Look up Department button.

    Step 24

  25. Click the 1015030 link for CC 15 - Problem Solving Courts.

    Step 25

  26. The first Department selected will display here.

     

    Now you will add another Department.

    Step 26

  27. Click the Look up Department button.

    Step 27

  28. Click the 1015123 link for CC 15 - Judicial.

    Step 28

  29. Both Departments selected will appear here.

    Step 29

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

    Step 30

  31. Notice the results were filtered down to the 2 departments selected in CC Montgomery County.  The results displayed below show 3 POIs in CC Montgomery County Problem Solving Courts and Judicial.

    Step 31

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

    Step 32

  33. Click the Home link.

    Step 33

  34. Click the Sign out link.

    Step 34

You have completed the POI Insight topic.

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