The Data Manager function allows you to work with your existing incident records. Once you add a new incident record (OSHA or Workers Compensation) using the Create New incident function, the information in that incident record is available through the Data Manager. The Edit Existing function allows you to retrieve a specific incident record and see all of the fields of information for that particular record. The Data Manager allows you to access a limited number of fields of information for many incident records in a single operation.
The Data Manager process is broken into three basic tasks as follows:
- Select the management function that you wish to perform
- Select the incident records that you wish to work with
- Perform the selected management function
The management functions that can be performed and the criteria available for selecting incident records are very sophisticated for a web based application. As a result the Data Manager process can be a fairly involved process. However, if you take the time to master the process, you will have some very powerful tools for managing your data. As with most applications, the best way to learn is to experiment.
An important point to remember in experimenting with the data manager is that the only management functions that will have any direct impact on the incident records you work with are the Multiple Record Operations function and the Multiple Record Lost Time Calculator.
All of the other functions do not change the information in the incident record(s) or affect their availability within the system. For example, the export function does not actually move the incident records out of the FirstReport Online application. Rather, the data is copied and the copy is available for downloading.
Data Manager Functions
In the process of using the data manager function you will navigate through various screens which are discussed in greater detail in the following topics:
Data Manager Form
Organization Select Form
Specific Screens and Functions
Data Manager Functions
The functions which are provided by the Data manager were designed to allow you to perform more sophisticated management of your incident data than is possible elsewhere in the application. Ultimate management of a single incident record can be accomplished using the Edit Existing function where you can retrieve a single incident and access all of the fields of information. The data manager functions allow you to work with a limited collection of incident data fields for a group of incident records. For a complete listing of the data fields available through the data manager functions, refer to the Exporting Data topic below.
The following additional help topics are available which provide more details about the available management functions:
Creating a Selection List
Creating a Summary Report
Multiple Record Operations
Multiple Record Lost Time
Data Manager Form
The Data Manager functions are accessed through the Data Manager Form. You can reach this form by selecting the Data Manager function from the main menu. Depending on the level where you log in to the system or where you have your current pick level set, you may go to the Organization Select Form prior to the Data Manager Form.
The Data Manager process is a three step process where you:
Select a management function
Specify search criteria
Perform the selected management function
The management function you select will affect your navigation through the form and the features available to you. If you scroll up and down the page you may see areas of the form where the buttons have been disabled. These are features that either do not apply to the function you have selected or are not currently available to you.
You should always navigate through the Data Manager Form using the [Next] and [Back] buttons provided in each section.
The following additional help topics are available which provide more details about the Data Manager form: