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State Account

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State Account Overview

The State Account is an administrative account designed to connect a network of programs that are supported by a lead agency often a state model implementation office or state government office funding several programs. The State Account has the ability to run reports and administer Site/Fund Codes with those programs that agree to the Data Sharing Agreement.

 


 HOME PAGE


 This a view of the home page when you log in. The home page defaults to the Reports Page.

  • Click on Setup to view the other functions of this account.

 

 


 SETUP > PROFILE


 The Profile page contains the information of the account holder.

 Key points:

  • If there needs to be a change in the account holder due to staff changes, you can edit this page to the new person handling the account. Simply change the username, personal information and email address.

  • Set Start Date for Reports” - Set the date you want the default Start Date in the Report Date Range filters. The End Date will default to the current date.

 

 


 SETUP > INVOICES


 View your invoice history in this section. Invoices can be download as a pdf and emailed to other staff.

 If you have an open invoice, you will have a message on your home page, be able to access it here in this section and have an option to pay with a credit card.

 

 


 SETUP > SITE CODES

 


 

Site/Fund Codes can be assigned to other programs from this section.

  • Click on “Add Site/Fund Code”

  • A pop-up will allow you to enter the Code Name and select from the list of programs that have accepted Data Sharing. You can select multiple programs to assign to the code

  • The Codes you have created will be listed on the Site Codes page and will list the programs you have assigned the Site Codes to.

  • Edit - Change the Site Code name. Add / Remove programs from the code.

  • Delete - Delete will remove the code completely from the programs, from your account and from the database. Deleting is only an option for Site Codes that are not assigned to any guardians.

 




 SETUP > DATA SHARING


 When first signing up for a State Account, you’ll need to set up your Data Sharing Agreements with the programs. Search for your programs by “code” or “name”. Choose from the programs in the search results to send requests to. The program administrator will receive an email notifying that there is a request in their Data Sharing section.

 

See Data Sharing Tutorial for more details.

 

Attachments:
TUTORIAL-STATE-ACCOUNT.pdf TUTORIAL-STATE-ACCOUNT.pdf

 
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Related articles Set Up Options (Main Admin)
Site/Fund Codes
Coordinated Intake - CI Agency Setup
User Types and Definitions
Data Sharing
Article details
Article ID: 23
Category: Tutorials
Date added: 2017-10-30 00:26:05
Rating (Votes): Article rated 3.0/5.0 (2)

 
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