The Acces$ for Reporters Main Menu
Connected
Realtime to your Acces$ Software!
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| Notice the message box under your agency’s
name on the upper half of the menu. In this example, the
agency’s name is
ReporterSolutions.com and the message box contains
“No agency messages are on file
at this time”. This message box contains a broadcast
message from your agency and will appear on the main menu of
every reporter.
There is a date range on the main menu that controls
which jobs appear in the list box. They can change this
date range at any time to view older jobs.
To the right of the date range is a “refresh” button.  Clicking
this button will refresh a) the display of jobs in the list
box based on the entered date range, b) the agency message
box and c) the No Message/Message Waiting icon. |
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To the right of the agency message box is an
icon that currently reads “No
Messages”. If you send a message on a job it waits
for the reporter to read. When this icon changes to
“Message Waiting”, they
just click the icon to read job messages from your agency. |
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If a message thread exists on the job, they
will see an exclamation point (!) in front of the job’s
highlighted detail line. If they want to read the message
thread –or- create a new message for the job, they just
click this icon. |
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This icon will display a detailed
information screen on the job. Use this screen to enter
estimated pages, update job comments -or- update job
demographics. For example, you discover the job is
Medical/Expert or some other demographic.
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The Assignment Sheet icon will display all
of the job’s logistical information on a single window in an
easy-to-read format. Date, time, location, directions,
comments, etc. will be included. This information can be
copied  to
the Windows clip-board and pasted to any word-processor on
your computer -or- it can be printed. |
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If your agency has a defined Job Preparation
Process, they can use this icon to enter estimated pages and
the dates they complete each step of preparation. It’s an
easy-to-use screen where completion dates are entered for
each step. Track job progress like never before! |
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Reporters can provide Billing Instructions
can be provided back to your agency for the job. They use
this icon to enter who gets billed (selected from your
on-file attorneys and firms) and provide detail on what gets
billed. |
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After a job is billed, they can use this
icon to review their commissions on a job. This window will
also display commissions on each job’s invoice. |
Job Assignment/Confirmation Process
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One of the most important connections between what you
do with Acces$ for Reporters and what your agency does with
Acces$ has to do with job assignment and confirmation. When
your agency assigns you to a job, it’s available on your
main menu. Your agency will not know if you have seen the
job or if you have acknowledged/accepted the job until you
take action. To illustrate this process, let’s start
with what your agency sees on their Acces$ calendar screen
when they assign you to a job:
what your agency sees:
In this example, the reporter’s initials on the job and
the double dash “-” to the left (--PT)
tell your agency: a) reporter PT is assigned to the job,
b) the reporter has not yet seen the job and c) the
reporter has not yet confirmed/accepted the job. When your reporter clicks the job on their main menu it
highlights. (This is a necessary step when they want to
perform any job action.) Simply highlighting a job on their
main menu will tell your agency they have seen the job and
the far-left dash (-) on the agency’s calendar screen will
automatically turn to a plus (+):
what your agency sees:
what your reporter sees:
On the reporter's
main menu, a “Confirm/Accept
Highlighted Job” check-box will appear for the
highlighted job. When they click on the check-box, it will
tell your agency they have “confirmed/accepted” the job and
the following screen changes occur:
what your agency sees:
what your reporter sees:
Once they
“Confirm/Accept” a job, only your agency will be able to
remove the check. Also, only your agency will be able to
assign the job to another reporter. |
Miscellaneous Menu
Functions
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 The Acces$ for Reporters Menu Bar contains
other functions that can provide additional information: |
<File>
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Your reporter can lookup Firm/Attorney &
other Reporter’s Contact Information |
<Settings>
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View/Edit their profiles (name, address,
email, etc.) and review any work exceptions that may be on
file for the year. Also, they can set their Banner Bar
(name bar) colors. |
<Job
Actions>
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The same functions are listed here that are
outlined as icons on the bottom of the main menu. A job has
to be highlighted in order for them to use these functions. |
<Incomplete
Jobs>
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Lists all of their jobs that have been
confirmed/taken and have not yet been billed. |
<Commissions>
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They can run their own commission report for
any date range. |
