Welcome to the ASQ Online Getting Started
Tutorial for Enterprise Account Administrators. This tutorial will walk you through all the basic
steps to help you set up your Enterprise
account. You can jump to any section of this tutorial at any
time, by clicking the links on the left-hand side of
the page. Let's get started! Navigating ASQ Online To log in to ASQ Online, go to
www.asqonline.com and enter your username
and password. ASQ Online is set up so that you can easily
navigate through the system using the top
navigation menu and the Quick Links. At the top of each ASQ Online page you will find
the top navigation menu. This menu will take
you to the different pages of ASQ Online, including your Home page, My Profile,
Account, Programs, Child Profiles, and
Reports. On the left-hand side of each ASQ Online page,
you will find the Quick Links. The list of Quick Links provided is specific to the
page you are currently viewing. Quick Links are designed to help you complete
various tasks within the different pages of the
site. The Help Quick Link will always appear as the
last Quick Link, no matter what page of ASQ
Online you are viewing. The Help page provides up-to-date information
on ASQ Online including FAQs, Tutorials, User
Manuals,contact information, and other online help documentation. Your Role: Account Administrator As Account Administrator, you are responsible
for managing all facets of your ASQ Online
account. These responsibilities include setting up your
account, creating the programs within your
account, and assigning Program Administrators to each program. The links found on the top navigation menu are
specific to your role as Account Administrator. The Home page is where you can access your
account's Program List, Account Snapshot, and
Help items. The My Profile page is where you can view and
edit your profile information, change your
password, create and manage your notes and files, manage your user access, and set
personal alert messages. The Account page is where you will manage
your Enterprise account, view and edit billing
details, view your subscriptions and renewal dates, and create, view, and edit your account
users. The Programs page is where you will create and
manage your individual programs and view and
search for information regarding each individual program within your account. The Child Profiles page allows you to transfer
children between programs in your account and request the transfer of children to other ASQ
Online accounts. Finally, the Reports page is where you can
generate account, program, and aggregate
reports. Setting Up Your Account
Step 1: Adding Programs The first thing you will want to do when setting up
your account is to create the programs that
make up your account. A program is a single location that has
purchased its own set of ASQ-3 and/or ASQ:SE
questionnaires. To create a program: On the Home page, next to
the Program List tab, click the Create Program
tab. Enter in the name of the program and all
required demographic information for the
program. Required fields are indicated by a red asterisk. When finished, click the Save button at the
bottom of the page. You will now have a program entered into your
account. Follow these steps for each program
you are adding to your Enterprise account. Step 2: Adding Program Administrators After adding your programs, the next thing you
will want to do is add at least one Program
Administrator to each program. The Program Administrator will be in charge of
the program. Each program can have an
unlimited number of Program Administrators. To add a Program Administrator to a program:
Go to the Programs page by selecting
Programs from the top navigation menu. You will see a list of all programs within your
account. Locate the desired program and click the
program name to be taken to the Program
Details page. Once on this page, click the Add Program User
Quick Link. Fill in all required information, indicated by a red
asterisk. From the "Role" drop-down menu, select
"Program Administrator." Then enter a username for the user. Typically
username's are comprised of the person's first
initial and last name. When finished, click the Save button. This user
will receive an email with their username and
instructions on creating a password. Note that you also have the ability to create
Providers and Reviewers And to add role access to existing program
users. Step 3: Add Additional Account
Administrators An ASQ Online Enterprise account can have
unlimited Account Administrators. By adding additional Account Administrators, you
are granting those users all the same access
rights that you have. Sometimes it is helpful to have multiple Account
Administrators to help manage large Enterprise
accounts. However, adding additional Account
Administrators is optional. To add additional Account Administrators, go to
the Account page by selecting Account from the
top navigation menu. If you would like to give Account Administrator
access to an existing user, select the Add
Account Administrator Access Quick Link. Put a check mark in the box to the left of the
user's name and click the Add tab. If this is a new user who does not yet have a
profile, select the Add Account User Quick Link. Enter in all required information, indicated by a
red asterisk. Then click the Save button at the
bottom of the page. This user will receive an email with their
username and instructions on setting up a
password. Step 4: Add Custom Fields As Account Administrator you have the ability to
create custom fields. A custom field is used to capture specific data
that you want included in a Child or Caregiver
Profile. If there is any child or caregiver-specific
information that you want ASQ Online to track,
you can use the custom field feature to do so. Once a custom field is created, a Provider or
Program Administrator will fill out that information when adding or editing a Child or Caregiver
Profile. Creating custom fields allows your programs to
track specific data that you might find useful to
report on in the future. Adding custom fields is an optional feature. Let's take a look at an example of a custom field. When Program Administrators or Providers
enter a Child or Caregiver Profile, there are
various fields that must be filled out. If there is any additional information you would
like all of your programs to track, you can create a custom field so that that information is
documented. Here is an example of a Child Profile. Let's add a
custom field so that it appears within this child's
profile. To add a custom field, go to the Account page
by selecing Account from the top navigation
menu. Scroll down to the Custom Fields tab. You'll see here that I've already added one
custom field, "Social Security Number." Let's add another custom field, this time one that
documents any concerns the parent might have
with their child's current development. To start, click the Add tab next to the Custom
Fields tab. Next to "Location" select whether this field will
appear within a Caregiver or Child Profile. We'll select "Child Profile" since this pertains to
the child. In the "Label" field, enter the title of the custom
field. Here, we'll enter "Developmental
Concerns." Select whether this field will be a required field. If you make it a required field, Program
Administrators and Providers must enter that
information in order to save the Child or Caregiver Profile. Let's make it required. If you are a Family Access user, select whether
this will be a required field when caregivers enter
screening data via Family Access. Since we've already made this a required field, it
must also be a required field in Family Access,
as you'll notice here. From the "Data type" drop-down menu, you can
select either Text, Drop-down menu, Date, or
Yes/No. Note that if you select "Text" you have the option
to select from a variety of formats for the text
field. For example, when the Social Security Number
custom field was created, the "Social Security
Number" format was selected, so that the user must enter the number according to the correct
format for a social security number. For this custom field, we're going to select
"Drop-down menu." Next, you will have to enter the menu options. Make a separate line for each option. Select "Yes" next to "Multiple selections allowed"
if you would like users to be able to choose more
than one option from the drop-down menu. You'll see here that I've added various options,
making a separate line for each one. I've selected "Yes" next to "Multiple selections
allowed" so that if parents have more than one
developmental concern for their child, that can be indicated here. The final three fields are Default value, Example,
and Position. The "Default value" is what will be displayed if no
selection is made within the profile; in other
words, it's what will appear by default. The "Example" field is where you can provide a
sample of what the user might enter in this field,
so that they can reference that. Finally, the "Position" field refers to where this
custom field appears within the Child or
Caregiver Profile. Say you have four custom fields; you can
number them in the "Position" field in the order
you wish for them to appear. For instance, if you put a "3," then this will
appear in the profile as the third custom field. When finished, click the Save button. Let's take a look at the Child Profile now, to see
these custom fields. Here is an example of the Add Child Profile
page that a Program Administrator or Provider
will fill out. If we scroll down to the bottom, we will see the
Social Security Number custom field and, below
it, the Developmental Concerns custom field. You'll see the red asterisk next to this field,
indicating that it is required. You will also see that more than one option can
be selected. Remember, any custom fields you create will be
included in each program within your account. After adding your programs, adding users to
those programs, adding optional Account
Administrators, and creating optional custom fields, your account is set-up and ready to go.
Let's take a look at several other features
available to you as an Account Administrator. Child Transfer As Account Administrator, you have the ability to
transfer child data between programs in your
account. You are also able to request child transfers
between other ASQ Online accounts. When transferring a child, you are deleting that
child from the transferring program or account and adding the child to the receiving program or
account. A child's entire profile will transfer including the
child's demographic information, Caregiver
Profiles, screenings, notes, completed tasks, the child's Providers and Reviewers, and a transfer
history. To transfer a child, go to the Child Profiles page
by selecting Child Profiles from the top
navigation menu. Here, you will see a list of all children in your
account, including their name, child ID, Alt. ID,
date of birth, and their current program. To begin a transfer, click the Add to Transfer link
next to the child you would like to transfer. Note that you can transfer multiple children at the
same time, as long as they are going to the
same program. After selecting the child, click the Start Transfer
button at the bottom of the page. You'll notice that the button will let you know how
many children you have selected for transfer. To transfer the child to another program, select
the program from the drop-down menu and click
the Preview Transfer button. You will be able to see transfer details. This page
will let you know if any information will not
transfer and, if so, the reason it will not transfer. If you are satisfied with the transfer details, click
the Process Transfer button to complete the
transfer. Or, you can choose to either cancel the transfer
or reject it entirely. If you want to transfer a child to another ASQ
Online account, enter the account name and the program name and cilck the Request Transfer
button. The ASQ Online System Administrator
will be notified and will complete the transfer. Reports Within ASQ Online there are multiple reports you
can generate, pulling together aggregate data
from one or all of your programs. You can choose to download these reports as
PDF files, CSV files, or you can preview the
report in a separate browser window. To run a report, go to the Reports page by
selecting Reports from the top navigation menu. This page will give you a list of all reports
available to you to generate. Click the name of
the report you would like to generate. When running reports, there are many ways to
generate any one report so that it includes as
much or as little information as you would like. Each report has its own set of criteria that can
be narrowed down to include the information
most relevant to your report. These criteria are listed on the report generation
page as fields or drop-down menus. Leaving a field or drop-down menu blank, prior to
generating a report, indicates that you would like
to see all data pertaining to that field. After you have selected your report generation
criteria, click Generate Report. The page will display a "report status" while the
report is being processed. Three report generation options will appear:
Download PDF, Download CSV, or Preview
Report. Select the option for your report. Note that if you have a large amount of data, the
report may take a little longer to run. Once you have started to run a report, you can
leave the page and continue your work in ASQ
Online. To check the status of the report, you can select
the Recent Reports tab on the Reports page. Once the report has finished running, you can
then download it from this page as well. Additional Resources This tutorial has covered all the basic functions
of an Account Administrator. For more detailed information regarding the
Account Administrator role and all its functions, please see the Account Administrator User
Manual, located in the Help section of ASQ
Online. In addition to the manual, this section also
provides frequently asked questions, quick
reference guides, and a glossary.