User Manual: System Administrator
Contents
1. S Transformyx raliypoint prepare comm unicate recover User Manual System Administrator www myrallypoint com 1 RallyPoint User Types Members Members comprise of any cardholder that belongs to an organization Members may include but are not limited to employees clients vendors Board of Directors investors even immediate family if requested In general members have a much smaller role than any other user type with regard to the amount of complexity required to run the system Members have the following capabilities e Check in e Manage Member Profile e Send Receive and Reply to Corporate Messaging e Receive Corporate Data such as Documents Pictures and Video Departmental Managers Departmental managers are basic members that also manage a group or several groups of people Generally you can define departmental managers directly from your organization chart Every member is directly linked to his her departmental manager Departmental managers have the following capabilities e Check in e Manage Member Profile e Manage Employee Profiles e Upload Store Share Documents Pictures amp Video e Create amp Manage Events e Send amp Receive Corporate Messaging e Setup amp Maintain Trusted Communication with Clients Vendors and Media e Manage Facilities e View Reports Facility Mangers Facility managers are basic members that manage a physical facility location Facility managers are tasked with2. Bethea PROFILE COMM VIEW FACILITY VIEW www transform yx com MES Transformyx Browse Company Description Our mission is to simplify technology so the average person can leverage its pow We do this by designing web a applications that are intuitive and easy to use We add value by providing smaller organizations with tools normally Company Transformyx Inc a reserved for Fortune 500 companys cir 8510 Quarters Lake Ro ans z Q C Physical Address 8510 Quarters Lake Road While Transformyx is known for DynaSite amp MarcomControl technologies v City Baton Rouge State Payable R AP AR Inventory Management Systems Public Company Status No Threat Alert Evacuate Recovery Return MRSS Transformyx MEMBERS INFORMATION o well known with many enterprise and Fortune 500 companies for our custom services Transformyx is completely capable of creating custom applications for er Relationship Management CRM Sales Force Automation SFA Accounts IMS and more Transformyx also employs the latest in hosting and server technology for applications that require best in class service for dedicated hosting Postal Code 70809 streaming and more For more information on these services feel free to contact a representative or click here to inquire M ess aling Addre Alternative Site Information City State Postal Code Email Address Phone Fax _Update Save j Public Contact Info General Inf
3. RALLYPT BG tame m ae r aa 2005 2007 RallyPoint Patent Pending All Rights Reserved RB Transformyx 2 2 Phone Access To access your RallyPoint account from any working phone dial 1 888 RALLYPT 1 888 725 5978 RallyPoint Crisis Communication Card Ww myta point com Your initial login information for Online amp Phone Access Company Name Member Id Member Hame BRIS Trarsforrey ID s wwa maat orra t LOT This can be found on your RallyPoint issued member card be the ewent of crigis chechia and receive the kiest officiel information Pass Code SORES TANT SENET Oren The pass code can be any 4 numbers you choose www MyRallyPoint com We recommend that you use the last 4 digits in your social Se ae a 1 888 RALLYPT security number however it is not required BS Tanson 2 3 Phone Check In and Usage for a Manager To access your RallyPoint account from any working phone dial 1 888 RALLYPT 1 888 725 5978 Once you dial the number you will hear the voice attendant and will be asked to provide some information to verify your identity Press 1 for a payphone Press 2 for any other phone Enter your Member Id xxx xxxxxxxx www myrallypoint com This can be found on your RallyPoint issued member card Pass Code The pass code can be any 4 numbers you choose We recommend that you use the last 4 digits in your social security number however it is not required Once verified you will then h
4. accessed their RallyPoint Managers Managers Targets all managers in the system Members _ Targets all members in the system 4 4 5 Member Groups Once the member is selected click the Change icon for Member Group A light box will appear displaying pre entered groups Enter the group name in the given field if the group is new Click the check box next to the group to assign the member to it 4 4 6 New Card Request Select the member s name needing a new crisis communication card Click the Request new card check box and select Save Add A new card will be automatically be ordered and sent to you Please Select Employee s Skills amp Crafts 4 4 7 Assigning Skills amp Crafts Skills Certification Date Expiration Date Locate and select the appropriate member Select the C Accounting N A N A Change icon next to Skills A list of pre entered skills will L Construction appear Click the box next to the assigned skill If the skill E cre requests a certification enter the dates required Click Bectrician Save Add E Instructor C linux system admin C System Admin New Skill SAVE ADD o www myrallypoint com 13 4 5 INFORMATION From SYS SETUP click the INFORMATION tab This section is where the company s public profile is setup and managed This information is available in the online business directory E rallypoint MANAGE INFO LOCAL INFO SUPPORT SIGN OUT Welcome Claude
5. to your direct reports 2 6 Listen to your members check in messages Remember that only new check in messages will be heard from this option You will hear the first message on the IVR After listening to your message you can Press 1 to repeat the message Press 2 for the next message Press 3 to return to main menu 2 7 Leave a global company message You will have 60 seconds to record a company wide message press pound when you are finished Press 1 to review your message Press 2 to re record your message Press 3 to deliver a global company message if you have rights As a manager you can also hear all of your member check in messages via the website at www myrallypoint com amp Se www myrallypoint com 3 Navigating RallyPoint RallyPoint is an extremely sophisticated and powerful system but it was created with the end user in mind Any employee can easily learn to navigate the basic features of the system in only a few minutes 3 1 Main Navigation MAIN NAVIGATION 2e ME Transformyx rallypoint SYS SETUP INFO LOCAL INFO SUPPORT SIGN OUT Welcome Claude Bethea PROFILE OVERVIEW TRUSTS INBOX DOCUMENTS STATUS REPORTS Transformyx Inc amp Print 4 SYS SETUP SYS SETUP This option only appears for System Users and allows access to the System Setup menus INFO The INFO icon will open a new window bringing the user to www myrallypoint net where he she can learn more OO about the features and capabilities o
6. your RallyPoint Crisis Communication Card you are able to check in with your manager s receive vital recovery information and deliver messages informing your manager of your status and location Using your RallyPoint Crisis Communication Card Your RallyPoint member card contains login information for Online and Phone Access RallyPoint Crisis Communication Card WirAw_irryralyport com Company Name ID s s The front of the card contains the company name member name and member ID number This information is used when accessing RallyPoint BS aniv be the event of a criws Chech i and racamoa the latest offical information posted by pour ongerizetios by viewing www MyRallyPoint com 1 888 RALLYPT 2 Transforms Sew a e add d oes rye le ev eg A gE Geers amp conte wo wal ee bees ie Ve p ed ee ee i ee ee A 4 The back of the card serves as an instructional piece displaying the web address to the online application and the toll free number to the call center www myrallypoint com 2 1 Online Access te 1 888 RALLYPT rallypoint ee ee ee To access your RallyPoint account first open an Internet browser and type into the address bar www myrallypoint com Login vero eset aed BREE Trasiga mo a Ba iha exert af a erisia check in and remise the biast official information postad by pour otganinatios by visiting www MyRallyPoint com Go oe all ell Tr 1 888
7. ear the Company message as well as your Manager message Press 1 to leave a check in message for your manager Press 2 to leave an announcement message for your direct reports Press 3 to hear your check in messages from your members Press 7 to leave a global company message 2 4 Record a check in message for your manager Press 1 to record your 60 second check in message Press 9 to disconnect To record a check in message you will be prompted to enter your current location 5 digit zip code RallyPoint can geo code your current location on a map for your management team to view Enter the zip code and then press RallyPoint will then prompt you to decide if you can return to work Press 1 if Yes Press 2 if No After this you will be asked if you would like to record a voice message for your check in You will have 60 seconds to record this message press when you are finished Press 1 to review your message Press 2 to re record your message Press 3 to deliver the message Once you deliver your check in message you will be asked what other messages you would like to leave Press 1 for your direct reports Press 2 to leave a Global Company Message Press 7 to disconnect www myrallypoint com 2 5 Leave an announcement for your members RallyPoint will give you 60 seconds to record this message Press when you are finished Press 1 to review your message Press 2 to re record your message Press 3 to deliver the message
8. ect the check box This facility DOES NOT have a physical address Once the form is BES T exsformux completely filled out click ___save A window will appear verifying the physical address If the address is incorrect click CANCEL and make necessary corrections if not click Save 4 2 2 Updating Facility Manager Sub Manager Select the Facility and click Update Manager light box will appear Use the drop down menu to select the appropriate member status then select the first letter of the member s last name being searched A list of names will appear Select the name of the member desired then click If you choose to set the facility to no manager click set to no manager Follow the same steps to update the Secondary Facility Manager Members ABCD JKLMNOPORST e a Search Set to no manager www myrallypoint com 10 4 3 SKILLS a The Skills section is where skills and Pallypoint ssc crafts are entered into RallyPoint These pre entered skills and crafts will later be assigned to members in the system Welcome Claude Bethea PROM 4 3 1 Adding Skills Input the name of the skill or craft in the provided field Select the Request Certification check box if the skill requests a certification Click muledate Savensh nd the skill will be added into the system 4 4 MEMBERS 8 8 0 B Several tasks can be performed in the Members section but it is primari
9. f RallyPoint LOCAL Clicking the INFO icon allows the users to view RallyPoint features unique characteristics current threats via INFO news feeds and a contact form By clicking the SUPPORT icon the user has access to a contact form along with a comment box A toll free PPORT i eae aa _contact number to speak to a RallyPoint representative is also provided SIGN OUT The user signs out of the system by simply clicking the SIGN OUT icon System Setup is only accessible by system administrators Click the SYS SETUP icon in the main nav This is the section where the company s communication amp facility structures are setup and managed The tabs in this section include COMM VIEW FACILITY VIEW SKILLS MEMBERS INFORMATION COMM VIEW The COMM VIEW is where the communication structure is built This responsibility includes entering _ 2 _ information for department managers members and tree levels FACILITY VIEW The FACILITY VIEW is where the physical locations are entered and stored and facility managers are Co assigned ooo SKILLS oo _ The SKILLS section is where the skills and certifications are created O O oZ o MEMBERS The MEMBERS tab allows the system administrator to upload a member list or individually enter ee members into the system assigning specific skill sets member groups and system rights INFORMATION The INFORMATION section is where public information is managed including logo contact in
10. formation website company description and alternate site information www myrallypoint com 8 4 1 COMM VIEW l tuatutntmin teu 7 The Communication View is the section eee where the communication structure is built and managed A RallyPoint employee assists the system administrator in the initial setup sees Pranks Paces 104 Cormrmmicetors frre T roe aptata Merager Mente 4 1 1 Building the Communication Tree Adding Levels The company name is set as a default for the top level of the tree Click on the level to view its details Click Add Sub Branch to add a level under the ADD Tree Branch selected branch Enter the name and internal code in the provided fields Click __Saveladd SAVE ADD to insert the level into the Parent Department Acadiana communication tree Name Internal Code SAVE ADD CANCEL EDIT Tree Branch 4 1 2 Editing Tree Levels To edit a level of a tree click on the desired level The Level 1 Lousiana State University information will appear to the right Click Edit Edit the name nae b and or internal code in the fields provided as x Level 5 Select Branch m 4 1 3 Moving Levels Select the level of the tree to be moved and click bEdit Move Seis Athletics the level by selecting the location in the drop down menus Internal Code Understand that if the level being moved contains sub levels O S preen the sub levels are moved with its parent le
11. ly where the System Administrator adds members and changes their status in RallyPoint 4 4 1 Uploading Members Click Upload Members then select 2rowse A window will appear to locate the file Click Upload toy the file to be uploaded into the system It must be a CSV file to be accepted If an error occurs a RallyPoint staff member will send an alert along with the necessary corrections lank rr E Desking t amp My Documents E My amperes E My Network Pisces D Sdzi www myrallypoint com 11 qeecescesessccescecescccssesssscceseeesesessesesss O ssescecececccceccccecesees eceensenecsesacsnsasnssennssees 4 4 2 Adding Members Click on Add Member A form will appear Provide the necessary information A description of each field is provided below Member information uad Note An asterisk indicates a required field l pon First Name Enter the members First Name Nickname Enter the members display name if known by another pane RI B S L ve Title Enter the member s work Title mae Last 4 of SSN Enter the member s last 4 digits of SSN stored as pass ae 7 code Member ID Enter the member s employee ID must be unique ar ional z ssccccscsccscscsscscscsscecsccscesescessscsssssessssssees essscssensscssssessssssscsssscecsscsceccscescscesenssscsses seseseeseeseesesesesesessseeseseseesesesess Communication Enter the member s location in the comm Tree using the Facility Enter
12. o Sales Info Support Info Other Info Emergency Info 4 5 1 Upload Company Logo Click the Browse icon below the words Please Upload a Logo A window will appear to locate the file Once the file is found double click or select Open Click __savelAdd bing the logo will be added to your RallyPoint 4 5 2 Company Status The company status section is the status shown for public information This status will be displayed in RallyPoint s business directory There are 5 settings available No Threat Alert Evacuate Recovery and Return Click __SavelAdd bing the company status will be updated Web Page www transformyx com Public Company Status No Threat Aert ii iml we www myrallypoint com a Ra Email Address BES Transformyx Aracuale Recovery Retin 4 5 3 Changing Company Status The company status in the INFORMATION section is the status displayed in the RallyPoint business directory Choose from the following options No Threat Alert Evacuate Recovery and Return Click L Save Add bn the status will be updated and available for public viewing 4 5 4 Company Description The organization s description is entered in the Company Description field This information is stored in the company s profile available in RallyPoint s Business Directory Click __savelAdd ang the information will be stored in the company s profile 4 5 5 Alternate Site Informa
13. rmation needed to assist with RallyPoint card and usage as well as contact information for a RallyPoint representative Complete the available form with any questions or concerns and click 0 O a rallypoint LOCAL INFO SUPPORT SIGN OUT send This information IS sent to a RallyPoint representative who will respond immediately 8 SIGN OUT Contact Us aren nates Click the SIGN OUT icon at the top of the page angie a to sign you out of the application Address www myrallypoint com City State Postal Code Company Name Phone BESS Trensformyux www transtormyx com Fax Email Address Please provide a brief explanation To recieve the latest official information about Rallypoint or if you need help with an issue with your account please send us an email or call toll free 1 888 829 0088 BB Transformyx D www myrallypoint com 16
14. the Facility the member belongs to using the drop Company Wide Meg Sending System User Select the check box if the member is assigned system Access administrator rights CS Vendor Contact Company Wide _ Select the check box if the member is assigned ee _Msg Sending __companywide messagingrights lt lt Tamai ardd Cial Suppress Select the check box if the member should not receive Company Wide company messaging MSg Once the form is complete click __Save Add Access Kights SAVE ADD 4 4 3 Member Search There are several ways to search for a member Search Field Using the drop down menu select the appropriate member status Enter the last name of the member or click on the first letter of the last name being searched Click the Search icon Select the desired name from the list given Search by Tree Level navigate through the communication tree by selecting the levels Each level selected will display the level s manager and members Once the member is found click the name sO B iat www myrallypoint com 12 Changing the Member Status Once the member is selected manipulate the desired status using the Employee Status drop down menu then click __Update Save_ The statuses include All Targets both active amp inactive members All Active Targets all active members in the system 2 All Inactive Targets all inactive members in the system Never Logged In Targets all members who have never
15. the responsibility to evacuate members located in their facility Every member should be assigned to a facility manager Facility managers have the following capabilities Check in Manage Member Profile Manage Employee Profiles Upload Store Share Documents Pictures amp Video Create amp Manage Events Send amp Receive Corporate Messaging www myrallypoint com e Setup amp Maintain Trusted Communication with Clients Vendors and Media e Manage Facilities e View Reports System Administrators System administrators are basic members that also have complete system access Facility managers are often the people in an organization responsible for setting up and maintaining the RallyPoint system System administrators have the following capabilities Create Communications Tree Create Facility Tree Manage Skills Manage Members Manage Company Information Manage employee profiles Upload Store Share Documents Pictures amp Video Create amp Manage Events Send amp Receive Corporate Messaging requires rights Setup amp Maintain Trusted Communication with Clients Vendors and Media Manage Facilities 8 ia www myrallypoint com 3 Getting Started 2 How to Access your RallyPoint Account Your organization cares about its people and has implemented RallyPoint into its emergency preparedness and recovery plan In the event of an emergency you will receive an alert via text message and or email Using
16. tion Coming soon 4 5 6 Public Contact Info Complete the fields with contact information for the business directory Click L Savejadd bing the information will be stored in the business directory Public Contact Info Description Phone Number Email Address General Info 225 761 0088 Sales Info Support Info Other Info Emergency Info 5 INFO The INFO icon at the top of the page opens www myrallypoint net in a new window Information including testimonials whitepapers and automated demonstrations can be found here 6 LOCAL INFO The LOCAL INFO section allows the user to view critical links by location searching the state and county parish desired This can be used to obtain up to date information regarding location s status work emergency response etc 8 98 Aa B e rallypoint BACK INFO LOCAL INFO SUPPORT SIGN OUT Your Local Information Please select the State amp County or Parish for available local information State Louisiana County Parish E go BES Transformyx www myrallypoint com 15 Finding Local Information Using the drop down menus select the desired State and Parish then click Submit A page loads with Please select the State amp County or Parish for available local information links to local authority s websites Your Local Information State Louisiana County Parish East Baton Rouge kd SUBMIT 7 SUPPORT The SUPPORT page provides users with info
17. vel Once the desired location is selected click 22v2444__ aaa aan www myrallypoint com 9 4 1 4 Updating Communication Tree Manager To update the manager of a level click on the desired level and click wedateManagers A light box will appear Use S2 Members the drop down menu to select the status of the desired user then click the first letter of the user s last name A list of names will appear Select the names desired then wae hd Lash cl ic k Update Save ABCDEFGH JKLMNOP RST W Z 4 1 5 Deleting a Tree Level Note To delete a level of the communication tree the level cannot contain members or sub level s Select the level to be deleted The information will appear to the right Click the _Delete 4 2 FACILITY VIEW From the System Setup side Click the FACILITY VIEW tab Facility View is where the physical locations are entered into RallyPoint The locations address phone number and manager s are stored here r 9 rallypoint Welcome Claude Bethca Prormc COMM VIEW FACILITYVIEW SKILLS MEMBERS BIFORHATION o Lud i Tan E ale Healari s Lowe SchalBran Faably Curpurate Headquarters i E Tronsformyx laubly Prufike Manayer lishey Havam Update Manager 4 2 1 Adding Facilities Select the existing facility Click and enter the requested information in the fields required If the facility does not have a Prone Number ATAID Fax Number physical address sel
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