Unified Certification Program Directory Web Reports User Guide by techmaster

VIEWS: 22 PAGES: 9

									Unified Certification Program Directory
       Web Reports User Guide




            Minnesota
            Uniform
           Certification
            Program
Acknowledgements
This document was created and edited by Ron McLane. Many thanks to Susan Berndt,
Disadvantaged Business Enterprise Specialist from the Mn/DOT Office of Civil Rights and
Simon Wolde, Crystal Reports developer, for their contributions to the content of the UCP
Directory Web Reports User Guide and constructive comments as they reviewed the drafts.

Mn/DOT in its effort to ensure nondiscrimination and uniform access to publicly-funded
construction and construction-related contracting dollars is offering a vendor search and listing.
This free search engine lists all firms that have bid or performed on Mn/DOT projects. These
firms are ready, willing and able to perform on Mn/DOT projects. This service is provided by the
Mn/DOT federal DBE program as a race gender neutral initiative, to provide all firms who bid
on or perform on Mn/DOT projects the opportunity to have their products and services listed on
this Web site. This includes all DBE and non-DBE firms; Prime and Sub Contractors and
consultants, as well as suppliers and service providers.

If your firm is in the vendor search but you would like to update your records please call
Mn/DOT Office of Civil Rights at 651 366-3073 and we will send you a form to update your
company information. This service is free of charge to all firms regardless of size of firm or DBE
status.

If you have questions or concerns regarding the Mn/UCP Vendor Directory, please give us a call
at 651 366-0373).




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Getting Started:
   • Pictured below is the first page a visitor will se upon entering the Unified Certification
       Program (UCP) Reports Web application.
   • To view a report showing a list of all vendors and a report showing vendors having
       Disadvantaged Business Enterprise (DBE) status place the mouse pointer, shaped like a
       arrowhead, on top of the UCP All Vendor List and click the left mouse button once
   • To view a report showing a list of all vendors and a report showing vendors having
       Disadvantaged Business Enterprise (DBE) status place the mouse pointer, shaped like a
       arrowhead, on top of the UCP DBE Vendor List and click once
   • The result will be that a new page will open allowing you to select options that will create
       the report you want to view
   • To get back to the start screen from the report building screen click BACK in the lower,
       left corner




                                            Click here to build a report of all vendors


                                            Click here to build a report of DBE vendors


                                     The UCP Reports Start Page


Building Your Report:
The process of building a report is the same whether you have chosen to view the All Vendor
List or the DBE Vendor List. The only difference is that the list box for Business Names on the
UCP All Vendor List page is named Business Name while on the UCP DBE Vendor List page it
is named DBE Business Name.

Building a report requires you to make choices using the text boxes, list boxes and check boxes.
How to use each of these is described below and a picture of each is provided to enhance the
description:
• Check Boxes:
       A Check Box can either be checked       or unchecked
       In the UCP Reports application all Check Boxes are unchecked when you begin to build
       your report
       To place a check in a Check Box, place the mouse pointer inside the box and click the
       left mouse button once
       Remove the check mark by placing the mouse pointer in the Check Box and clicking the
       left mouse button once


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•   List Boxes:
       List Boxes are used when there are many choices from which a user can select
       Many of the List Boxes on the UCP Reports application will display ALL at the top of
       the list and it will be automatically selected. See Figure 1.
       To select an individual item from the List Box click the item. When an item is selected
       there will be a dark band in the background. See Figure 2.
       If the list of items is long, there will be a scroll bar at the right side of the List Box. At the
       bottom of the scroll bar is a dark arrow pointing downward. To scroll down, place the
       mouse pointer on the downward pointing arrow an hold the left mouse button down until
       the list item you are looking for comes into view. Place the mouse pointer on the upward
       pointing arrow and hold down the left mouse button to scroll upward. When scrolling in
       either direction, you will notice a gray, rectangular box between the up and down
       pointing arrows moving as you scroll. If you place the mouse pointer on that box and
       hold down the left mouse button you can move the box up or down to make the list scroll
       in the desired direction. See Figure 3.
       There are two ways to select more than one item from a List Box. One way is to select
       the first item, then hold down the Ctrl key on your keyboard and click each of the
       additional items you wish to select. The items can be in different places on the list and
       may be selected in any order. When you are done, if you want to remove one or more
       items and keep the rest, hold down the Ctrl key again a click each of the items you want
       to unselect. The dark background will be removed from the unselected items. See Figure
       4.
       To select a block of items that are one after the other, select the first item, hold down the
       Shift key on the keyboard then click the last item. The entire group should now have a
       dark background. See Figure 5.
       If you are at the top of the list and want quickly get to an item farther down you can begin
       typing the name of the item. As you type the List Box will find the name of the item most
       closely matching what you have typed so far. The more of the item name you type the
       closer to it you come in the list.


                                                                                 Place mouse pointer on
                                                                                 arrow then hold left
                                                                                 mouse button down to
                                                                                 scroll up


                                                                                 Place mouse pointer on
                                                                                 box, hold down left
                                                                                 mouse button, then move
                                                                                 box up or down to scroll


Figure 1 – Select ALL      Figure 2 – Select 1       Figure 3 – Scrolling        Place mouse pointer on
                                                                                 arrow then hold left
                                                                                 mouse button down to
                                                                                 scroll down




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    Figure 4 – Multi Select        Figure 5 – Select A Block

•     Text Boxes:
         At the top of the All Vendor List report screen and the DBE Vendor List report screen are
         two text boxes: One for Business Name and another for the Description
         When the All Vendor List or DBS Vendor List report screen opens both text boxes will
         automatically contain one blank space at the left side (See Fig. 6). If you want to see a
         report with all Business Names or all Descriptions leave the appropriate text box(s) blank
         as they are in Fig. 6, make your selections from the list boxes, then click the View Report
         button (See Figure 12).




           Figure 6 – The Business Name and Description text boxes are blank by default.

          You can limit the Business Names or Descriptions that will show up on the final report
          by typing in at least part of a business name or description. For example, if you wanted to
          see only business names that begin with A-1 replace the blank in the Business Name text
          box with A-1 (See Fig. 7) and make your selections in the list boxes if desired and click
          View report.




       Figure 7 – The report will select Business Names starting with A-1 and all Descriptions

          If you have entered a specific value in the Business Name or Description text box (or
          both) and you wish to run a report with a different value in one of both text boxes do one
          of the following:
              Delete the text you entered in one or both text boxes and enter something different
              Click the Refresh button on the tool bar of your browser (See Figure 8) – CAUTION:
              This will reset all the other selections you made for the previous report to their values
              when the screen first opens.



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                        Figure 8 – The Refresh button on the Internet Explorer tool bar
    Click the Refresh button to
    load a new copy of the
    UCP Reports screen.


•     The NAICS (North American Industry Classification System) Check Box:
         To view the NAICS codes in the Business Status list (See Figure 11) at the bottom of the
         report screen place the mouse pointer in the View NAICS codes and descriptions check
         box and click once, then click the View Codes and Desc button (See Figure 10)
         Remove the NAICS codes from the Business Status list by clicking the View NAICS
         Codes check box at the top of the report screen again, then click the View Codes and
         Desc button




                                  Figure 10 – The NAICS check box and button




          Figure 11 – Business Status List With NAICS Selected




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•   Running Your Report:
      When you have finished configuring your report using the text boxes, check boxes, and
      list boxes click the View Report Button at the bottom of the report screen (See Figure
      12).


    Figure 12

Understanding the Crystal Reports Screen:
• The Crystal Reports Screen:
      Depending on how broad or narrow were the selections you made while building your
      report, the results make one page or any pages long
      Understanding the Crystal reports screen tool bar (See Figure 13)
        Click this icon to export your report to
        another type of software – See figure 14
                                                         Figure 13



Click this icon         Click to view         Click to view     Click to view   Click the down pointing arrow
to print your           previous page         next page         last page       and select a number lower than
report – See                                                                    100 to make the screen small or
Figure 15                                                                       greater than 100 to make the
                        Click to view                                           screen larger
                        first page




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           Understanding the navigation bar at the bottom of each report page – See Figure 14
    Click to view    Click to view
    previous page    last page
                                              Figure 14



    Click to view    Click to view
    first page       next page



•     Printing your report:
         Click the printer icon    on the Crystal Reports screen tool bar to start the printing
         process
         The dialog box pictured in Figure 15 will display

                                                                         The All option button is selected
                                                                       automatically. Just click the OK button
                                                                       to print all the pages.

                                                                         To print only some of the pages, say 5
                                                                       – 9, click the Pages: option button, then
                                                                       type 5 in the From: box and 9 in the To:
                                                                       box, then clock OK.




           After selecting the page range and clicking OK another dialog box will open. Click the
           Open option to start Adobe Acrobat (See Figure 16).
           When Acrobat open click File → Print to print the report on your printer
           If you do not have Adobe Acrobat Reader on your PC you can download it for free at the
           Adobe Web site: http://www.adobe.com/products/acrobat/readstep2.html
           To return to the Crystal Reports screen after your report has printed click the  in the
           upper right hand corner
           To close the Crystal Report screen click the    in the upper right hand corner. The
           report-building screen will still be open.




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            Figure 16 – Click Open to run Acrobat




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