Pth Rrnco Ncoic Instructions (1 0)

8/15/2019 Pth Rrnco Ncoic Instructions (1 0)

1/18

Version 1.0 / 20070329 1

RRNCO & NCOIC Portal

Instructions


2/18

Version 1.0 / 20070329 2

RRNCO & NCOIC Portal This is the Homepage for both the

RRNCO andNCOIC Portals

The users loginwill direct them tothe correct portal(RRNCO orNCOIC)

Unless otherwise noted, instructions are for both RRNCOs and

NCOICs


3/18

Version 1.0 / 20070329 3

RRNCO & NCOIC Portal This is the pagewhere RRNCOs

and NCOICs willregister

Note the emailaddress and last4-SSN must matchwhat is in FAZR


4/18Version 1.0 / 20070329 4

RRNCO & NCOIC Portal This is the Loginpage

Note passwordscannot be set tobe memorized

You must use thesame emailaddress you havelisted in FAZR


5/18

Version 1.0 / 20070329 5

RRNCO (Only) Portal This is theRRNCO home

page

All functions arelisted in the left-side menu area

Recent Activity willappear in thissection


6/18

Version 1.0 / 20070329 6

NCOIC (Only) Portal This is the

NCOIC

home page

Functions are

listed in the left-side menu area

Most functions are

broken down anddisplayed byRRNCO

Recent Activity willappear in thissection


7/18

Version 1.0 / 20070329 7

RRNCO (Only) Portal This is theRequested

Contact page

PTH leads thathave requested tobe contacted by arecruiter will belisted here


8/18

Version 1.0 / 20070329 8

NCOIC (Only) Portal This is theRequested

Contact page

PTH leads thatrequested to becontacted by arecruiter will belisted here

Reminder in allcombined RRNCO andNCOIC pages fromhere forward, the AddProspect function doesnot appear in theNCOIC Portal


9/18

Version 1.0 / 20070329 9

RRNCO & NCOIC Portal This is the AddContact pop-up

window

RRNCOs andNCOICs use thisto record anycontacts they havewith the lead.

This function

appears innumerouslocations


10/18

Version 1.0 / 20070329 10

RRNCO & NCOIC Portal This is theConfirmed page.

This will list leadswho requested tobe contacted by arecruiter and infact have beencontacted by theRRNCO. These

leads will not have begun entering their data in the PTH application.

The expandbutton lets youview informationon the lead

The + button opens apop-up window that

allows you to record acontact with the lead

The history buttonopens a pop-up windowthat allows you to viewthe contact history with

the leadNote the NCOICpage will have thisinformation displayed

by RRNCO


11/18

Version 1.0 / 20070329 11

RRNCO & NCOIC Portal This is theinformation

displayed whenthe expand

button is clicked

Note the NCOICpage will have this

informationdisplayed byRRNCO

Click on collapsebutton to close therecord

The + and AddContact buttons open a

pop-up window thatallows you to record acontact with the lead

The history and ViewFull History buttons

open a pop-up windowthat allows you to viewthe contact history with

the lead


12/18

Version 1.0 / 20070329 12

RRNCO & NCOIC Portal This is the InProgress page,

which lists leadsthat are actively

entering data intheir PTHapplication.

Note the NCOICpage will have thisinformationdisplayed byRRNCO

The + button opens apop-up window that

allows you to record acontact with the lead

The history buttonopens a pop-up windowthat allows you to viewthe contact history with

the lead

The view detailsbutton displays theleads data in their

PTH application


13/18

Version 1.0 / 20070329 13

RRNCO & NCOIC Portal This is thehistory (Contact

History) pop-uppage

It shows theRRNCOs (orNCOICs) contactswith the lead, withthe most recentlisted first

This functionappears innumerous

locations


14/18

Version 1.0 / 20070329 14

RRNCO & NCOIC Portal This is the ViewDetails page (full

page not shown)

Note the tabs atthe top whichare the 8 sectionsof the leads PTHapplication

Colored lines

above the tabsindicate the leadslevel of completionof data entry

Note theNCOIC page willhave a reassignbutton which will

allow them toreassign leads toother RRNCOs


15/18

Version 1.0 / 20070329 15

RRNCO & NCOIC Portal This is the

Finalized page.Leads listed herehave clicked the"Submit myinformation to theNational Guard"button, indicatingthey have entered

all the data theyare going to.

The

+ (add contact), history, and view details

functions are alsoavailable


16/18

Version 1.0 / 20070329 16

RRNCO (Only) Portal This is the Add

Prospect pop-upwindow (fullwindow omitted)

This is whereRRNCOs get alead started. It issimilar to the CARForm. It sends anemail to the leadwith an embeddedlink to PTH. The

lead must openthe email and clickon the embeddedlink before theycan proceed. Note this function not available in the NCOIC Portal


17/18

Version 1.0 / 20070329 17

RRNCO & NCOIC Portal This is theProspect Archive

page

This is whereRRNCOs andNCOICs cansearch for leadsthat have beenarchived


18/18

Version 1.0 / 20070329 18

RRNCO & NCOIC Portal This is the MyInformation page

RRNCOs and

NCOICs canupdate their nameand email addressinformation here

Pth Rrnco Ncoic Instructions (1 0)

Documents

Transcript of Pth Rrnco Ncoic Instructions (1 0)