Table of Contents

The Basics

Internet Explorer Features

QuickTest Location Web Application

Login / Home Page

Location Page

View Job/Changes Page

Checking / Petty Cash

Billing Summary

Employee Data

Employee Time Review

Production Management

Report Menu

The top-level page of a Web site is called a home page, from which other pages branch off. When you start Internet Explorer, the first page you see is also called the home page. You must double-click the icon for Internet Explorer to bring this up; it does not automatically appear when you turn on your computer. You will then be connected to the server.

The most common way to move around the Web is by clicking text or pictures called links or hyperlinks, which have addresses coded into them. Your mouse pointer changes to a hand shape when it passes over a link. The box into which you input information is called a text box. You may enter a text box to make changes or add new information by clicking your arrow inside the text box. A circle before a line of text is called a radio button, and indicates that you must make a choice of only one of the criteria, for example "Sort by:" you may only choose one way for the computer to sort.

Below, you will find a list of the basic features of Microsoft Internet Explorer and their descriptions. This will be a helpful referral tool for when you have questions about the program.

Each Location will enter the system from a secured login page by entering the city name and the general password. Anyone who has these two pieces of information will have access to the Quick Test system.

All After a successful login, the main Location screen will be displayed. This is the main menu. Available options are:

• View Jobs/Change- this item is used to work within the job system. All job alerts and changes are contained with in this section. It also is used to activate a job.

• Checking / Petty Cash- this item is used to deposit, withdraw or transfer funds from petty cash or checking.

• Billing Summary- this item is used to revised and/or approve a bill, which is generated automatically by the information entered into Production Management

• Employee Data- this item is used as record of all hourly employees.

• Employee Time Review- this item is used to revised and/or approve payroll.

• Production Management- this is used to input production by job. This information is to be updated by job number and employee. It is imperative that is information be updated daily, as it feeds the billing, payroll system and the account management system.

• Report Menu - this item is used to display a list of available reports.

This page is used to view job alerts and job changes. The data can be sorted by date booked/changed, end date, job #, client, start date or status. In addition it can show this data within a specific date rate. By default, the page will show the previous day’s alerts/ changes and the all job statuses. These job alerts/changes should be printed up daily and kept with the job folder.

To change dates or sorts, click the dialogue box or radio buttons you want to sort by. To change the view of statuses click the drop down arrow to expose the list of choices. To select a job, click the job number.

This page contains the job alert. All pertinent information should be included. The grid at the bottom of the page refers to pricing. In some cases, there are different prices for different lengths, incidences or cells.

To view job changes or activate a job click the corresponding button.

The Job Change button will only be visible to the location if that location booked the job. To enter a change, click the Job Change button.

This page contains the job changes. All changes will l be shown in reverse chronological order (with the most recent changes first).

This page is used to update job selected job information. Before activating a job, the quota column will default to the quota alerted for that job. Job production, payroll, billing and petty cash can not be entered on a job until it is activated.

To activate the study, enter the actual quota by clicking the text box for each CPI description. Then click Submit.

During the study, it may become necessary to update the quota box due to added quota or deleted quota. To change quota click the text box for each CPI description.

Recruit and Interviewer incentive columns default to 0.00 until incentive data input within the Incentive History page. To input incentive information, click the Incentive History button.

Effective date refers to the date the incentive took effect.

This page is will be used by those cities who pay their interviewers "per interview" or "flat rate". By setting the incentives, payroll dollars will be figured automatically based on the type and number of recruits/interviews.

It is necessary to fill in a Recruit Amount and Interview Amount separate, only if your location has employees who recruit only and interview only. If your staff recruits and interviewers their own respondents, enter the total incentive under the Interview Amount column.

To set the incentive, click the Add New Incentive button. Enter the incentive for recruit and/or interview. Each time the incentive is changed, the history will be updated. It is important to build this history, as it ties into payroll.

This page allows you to enter job changes on any study that was booked by your location.

To make a change, click the field(s) that is/are to be changed. Type in the new information and click Submit.

To clear all information, that may have been entered in error, click Reset. To clear information one line at a time, click the dialogue box that you wish to change.

To change a job code, click the Assign Job Type button.

Data from this page will be used to report production, as well as feed the payroll system for hourly employees and and the billing report. Account Management will be using this data, daily, to track production within each city on each job that they are managing. The data will also be fed to the billing department to generate a bill for approval. Therefore, it will be necessary to input production data for anyone who produced on any of the active jobs, whether they are salaried, hourly or incentive. Salaried personnel who recruit or interview will be entered the same way as hourly personnel. The second department who will use this data is the payroll department. By inputting correct information into the Employee Data report and if appropriate, the Incentive History page, the system will be able to determine whether the employee is hourly, salaried or incentive and pay accordingly.

To enter employee data, either type in the employee’s name or use the drop down arrow for a list of employees on staff.

To enter job data, either type in the job number or use the drop down arrow for a list of active jobs on file.

To review the alert ,click Get Job Information

To enter production information, click the Hours column next to appropriate Description line for the interviews completed. Key in the hours. If an incentive is allocated in the Incentive History page, the system will determine if there will be a Completed Recruits column, Completed Interviews column or both. Tab to the appropriate column and enter production.

This page is used for billing approval. Since all productive information was fed by the Production Management report, the bill’s accuracy must be checked. Only active jobs will be accessible for review.

To review a bill, either type in the job number or use the drop down arrow to see a list of all active jobs.

All information pulled from Production Management and Petty Cash will be listed on the bill. During approval, the manager should compare the entries listed to the Expert Form for that job.

Any quota/complete information that does not match the quota reported in the Job Maintenance report or the Production report will be highlighted in red.

To change quantity or rate, click the View/Edit Detail

To add a new item to the bill, click the Add New Item button and enter the appropriate information.

Once the bill is approved, click the Approved Job for Billing button and it will be submitted to the billing department. All active jobs, whose quotas have been met according to the Job Maintenance report, must be approved within 72 hours. At that point, it will be forwarded onto the Billing department for approval. The hours remaining are listed on each bill.

This page is used to edit billing information.

To edit, click the dialogue box that is to be changed and type in the correct amount. When finished, click Submit, for approval.

This screen is used to add a new item to a bill. To add a new item, click and key in appropriate information into each dialogue box.

When finished, click Submit which will return you to the Billing Summary page.

This page is used to drive Production Management as well as the payroll. Every employee, whether they are hourly or salaried, must be entered into the system using this page. To add a new employee, click the Add New button. Type in all employee information.To look up an existing employee, either type in their name or use the drop down arrow for a list of employees entered into the system. To submit a new employee or to submit changes made to the employee’s records, click the Submit button.

This page is used to approve an employee’s payroll entered from the Production Management report. Line items and pay can be changed here if necessary.

To change an entry, click the job number.

To add additional pay or a bonus, click Bonus

To approve payroll, click the Approve button

This page is used to add additional pay to an employee’s payroll for any or all jobs.

Type in the desired amount in the dialogue box.

Click the Submit button to submit.

Click the Reset button to change the amount.

This screen is the main menu for the petty cash system. All cash and checking transactions, must be entered on daily basis. The Deposit option is only to be used to record the deposits of Quick Test reimbursement checks. Never deposit a client’s advance check into your bank account. Checks must be entered in numerical order so it may be necessary to rotate between Withdraw Funds and Transfer Funds screens.

This page is used to record deposits made into either checking or petty cash. Since most, if not all, of your deposits will be into your checking account, the radio button will default to Checking. To change to petty cash, click the radio button next to Petty Cash. To enter a deposit, click the dialogue box next to Amount then tab down to Origin of FundsClick Submit, when all information is entered. Click Reset to clear the information just entered.

This page is used to record funds withdrawn from your checking and your petty cash. Checks written to "Cash" are not withdrawals; they are transfers. To enter a withdrawal, first select the radio button for the appropriate account; Checking or Petty Cash.

If the expense is job related, a job number must be entered. Click the dialogue box next to Job Number/Client. Type in the job number or click the drop down arrow for a list of active job numbers.

All expenses must have either a check number (in checking) or a voucher number (in petty cash). The starting check or voucher numbers will appear in the dialogue box and will continue in consecutive order.

To enter a group of checks in written to the same amount for the same job number, click the dialogue box on the right side of the screen.

The amount will auto calculate and appear in the amount dialogue box. The expense must be designated as Billable or Not Billable. The default will be to Billable. If the expense can not be charged to the client, click the radio button for Not Billable.

To enter the Payee, click the dialogue box next to Payee and type in what the expense was.

To Code the expense, either type in the appropriate code or use the drop down arrow to list possible codes.

To submit the expense, click the Submit button.

To clear the entire expense, click the Reset button.

This page is used to record the transferring of funds from one account to another. Any check written to "Cash" is a transfer of funds. Since the majority of transfers will be from Checking to Petty, the radio button will default to this setting.

To change from Checking to Petty Cash to Petty Cash to Checking, click the radio button to Petty Cash to Checking.

To enter the amount transferred click the dialogue box for Amount to Transfer and type in the amount.

To submit the transfer, click Submit

To clear the transfer, click Reset.

This page is used to list all the reports available at any remote site.

Quota Report by Location: by selecting a job number and customer code a quota report will be displayed on the screen. The user can then preview the report and/or print the report to their local printer.

Payroll Report: by selecting a pay period a payroll report will be displayed on the screen. The user can then preview the report and/or print the report to their local printer.