User Instructions

• At the sign-on page, enter your user ID and password.
• Click the "Enter" button.
  • You see the Welcome page or "Home" page.
  • In the header on the right you see the Current Order #, Date Created, & Status in a green box.
  • Directly below that are five different links.
    1. Home - takes you back to the Welcome page.
    2. Create - Starts the Creation of an order. See below.
    3. Profile - your profile info. (i.e. name, password, e-mail,...)
    4. Search - to search through orders.See below.
    5. Logout - Logs you out of the system.
  • On the right you may see a yellow "News" box.
    • Click on the news headings and a small window opens up with details.
  • In the body of the Welcome page is "Your Order History". Those are orders that you created.
    • If there is an order that you have saved and not "finished", you can click on the order number and continue to process and finish the order, or you can delete it by clicking on the under the heading Delete.
  • At the bottom of the Welcome page is your "Agency Order History". These are the orders created by all users in your agency.
    • Any of these orders can be viewed by clicking on the order number.

Creating an order

• Click on the "Create" link.
  • You see the first step of the "Order Creation Wizard".
  • Throughout the "Order Creation Wizard" process you will see a tool tips checkbox. The tool tips allow you to see an explanation of the services when you place your pointer over that service. Turn them on and off by clicking the checkbox.
  • At the bottom of the "Wizard" pages are several buttons.
    • The "Exit" button allows you to exit and CANCEL your order.
    • The "Save & Exit" button SAVES your order and allows you to exit and come back to it later.(This order will appear on the Welcome page)
    • The "Back" button allows you to go back one step of the "Wizard".
    • The "Next" button advances you to the next step of the "Wizard" and saves the order up to that point.
• Verify that the "Create new services" radio button is selected.
• Click next
• Service Types page
  • Choose a service type by clicking a radio button.
  • Click "Next".
• Services page
  • Choose the services that you wish to order and the quantity if applicable.
  • Click "Next".
• Added Information page
  • Fill in the added information for the services that you selected.
  • Click "Next".
• Service Location page
  • Fill in the location information for the services that you selected, or choose a location from the "New location" pull-down menu.
    • Once you fill in the information you can save this location by clicking "Add to Profile". You will now have that location in the "New location" pull-down menu the next time you create an order.
  • Click "Next".
• Secondary Service Location page (depending on the Services you selected)
  • Fill in the location information for the services that you selected, or choose a location from the "New location" pull-down menu.
  • You may add this location to your list by clicking on the "Add to Profile" button.
  • Click "Next".
• Order Contact Information page
  • Fill in the order contact information, or choose a contact from the "New contact pull-down menu.
  • You may add this contact to your list by clicking on the "Add to Profile" button.
  • Click "Next".
• Billing Contact Information page
  • Fill in the billing contact information, or choose a contact from the "New contact" pull-down menu.
  • You may add this contact to your list by clicking on the "Add to Profile" button.
  • Click "Next".
• Final Preview page (100% Complete)
  • You have now completed the service order.
    • You can change the requested due date at the bottom by clicking on the little calender button on the right. (The default is one month out)
      • This opens another window that allows you to choose a date.
    • You can type a short description of your order in the next text box. It will show up in your list of orders.
    • Look it over and if it is correct you can click the "Finish" button. This will submit the order and send it to the appropriate vendors and analysts.
    • If you see something that you would like to change you could:
      • Use the "Back" button at the bottom of the page to go back to the section you wish to change. (Please do not use your browser's "Back" button. It may result in incorrect data.)
      • Click the "Edit" link to the right of any of the sections you wish to change.
    • If you are not confident that you filled out the order correctly, you can click the checkbox at the bottom to send the order to your analyst.
  • Click the "Finish" button.
    • The system will send you back to the "Welcome Page".

• When your service request is complete, meaning all analysts and vendors have "completed" their portion of the order, you will receive an e-mail announcing that your service request is complete, along with details about the request.

Vendor Instructions

• When an order requires your attention, your company's main contact will receive an e-mail detailing the service request.

The TSR web site: http://www.tsr.das.state.oh.us/

• At the sign-on page, enter your user ID and password.
• Click the "Enter" button.
  • You see the Welcome page or "Home" page.
  • In the header on the right you see the Current Order #, Date Created, & Status in a green box.
  • Directly below that are four different links.
    1. Home - takes you back to the Welcome page.
    2. Profile - your profile info. (i.e. name, password, e-mail,...)
    3. Search - to search through orders.See below.
    4. Logout - Logs you out of the system.
  • On the right you see a yellow "News" box.
    • Click on the news headings and a small window opens up with details.
  • In the body of the Welcome page is "Orders Requiring Your Attention". When you click on these orders, you see the services requested, the information that other vendors entered, and text boxes that allow you to enter your information.
    • If you enter some information but need to come back to it later, click the "Save" button at the bottom of the page.
    • If you have completely finished entering your portion of the information, click the "Save and Complete" button. (You will not be able to enter information to this order after you click the "Save and Complete" button.)

Searching for orders

• A new window will open.
  • Use the "*" as a wildcard to search for groups of order numbers.
    • Example: *-1999 to find all orders in the year 1999.
    • Example: *-102* to find all orders including 1020 thru 1029.
  • Or, enter a range of dates that the orders were created.
  • Click the "Search" button.