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CRP 2.2 Internal User Manual

1. 73 CLOSING A DASHBOARD REPORT tivisiinssisiscesenveencevsdecnscwcswsutecntwcnnwenecausecwsvesnwndenaciwestnsnesnenstiesmenenens 73 USING THE HIERARCHY PARAMETERS 74 USING THE FILTERS 81 REPORTING FULL DETAILS i i zs ea xo o VR ERE ERR VERBERE EE 85 CREATING AN EXCEL FILE FROM THE DETAIL 87 DRILL DOWN REPORT RE Moa ER A ER sauce 89 CHAPTER 1 INTRODUCTION jc SS SSS SSS ABOUT WEB BASED CUSTOMER REPORTING This guide describes how to utilize the Web Based Customer Reporting System This system includes three features 1 A Hierarchy feature that provides a customer s administrator the ability to create and associate locations to the appropriate employee 2 Customer Definition feature that allows an internal Orkin user the
2. Station Inventory POWERTRAK Current listing of all reported devices stations and pest management inventory on premise Report Date 05 18 09 Customer Name Address Type Name E Rodent Bait Station Outside Protecta Rodent Bait Station Protecta Rodent Traps Glueboard Mouse Total Customer Name Address Type Name Rodent Bait Station Plastic Rat Rodent Bait Station Protecta 49 CREATING AN EXCEL FILE steps 1 Follow the steps in Viewing Reports 2 Click the Download option from the report viewer The download window appears in a new window The Export Report To selection defaults to PDF Download PestTrapTrend InternalCrawling Windows Internet Explorer Export Report To PDF Quality 100 PDF Split Large Pages Default Page width Page Height Tips 1 Upgrade IE to version 4 0 5 or later or save the PDF report locally before viewing 2 Excel Data format is good for data manipulation It was designed for Excel Data tabular and listing reports Excel Display NOTE MS Excel 2003 and earlier has a file size limit of 65536 rows For those users who are not using the latest versions of Excel i e Excel 2007 or later it is recommended to target the report data to the lowest level possible before exporting it into an Excel File 3 RTF Rich Text Format commonly used for cros
3. MEER 63 INTERIOR RODENT TREND 64 EXTERIOR RODENT TREND a 65 STORED PRODUCT PEST TREND 22522202 66 CRAWLING INSECT TREND 67 TOTAL PEST 2 EAEE AAAA KAANE 68 PESTICIDE USAGE LOG 69 SERVICE SUMMARY REPORT 70 CHAPTER 11 INTERACTIVE DASHBOARD REPORTS 71 DASHBOARD REPORTS OVERVIEWS 71 VIEWING DASHBOARD 71 NAVIGATING DASHBOARD 73 RESTORING A DASHBOARD REPORTS
4. 12 CREATE A NEW USER AND ASSIGN TO A NEW CUSTOMER DEFINITION 16 CHAPTER 4 SEARCHING CUSTOMER 20 SEARCH EXISTING USERS 20 SEARCH EXISTING CUSTOMER DEFINITIONS 21 CHAPTER 5 DELETING USERS AND 05 8 22 DELETE EXISTING 5 22 DELETE EXISTING CUSTOMER 24 CHAPTER 6 HIERARCHY 5 26 CREATING HIERARCHY LEVELS ER SM VENEREM E M URE EN 26 CREATING ASSOCIATED LEVELS
5. ONLINE REPORTING ORKIN INTERNAL USER S GUIDE TABLE OF CONTENTS CHAPTER 1 INTRODUCT ION AFP 4 ABOUT WEB BASED CUSTOMER 4 BROWSER REQUIREMENTS 5 522 9520 ERR ERERSREREENREESREERREERERERESRERRARERERRRERKERRASRNERRRERRSSRRERRENARESRSERASRRERRNE RE ENEA 4 GETTING TO WEB BASED CUSTOMER REPORTING SITE 255222222 nnuuurssRRuRRRRRRRRERERRRRRESRERERERERRRESRERERENENRS 4 CHAPTER 2 GETTING STARTED KEEN SM UR 7 LOGGING INTO CUSTOMER REPORTING SITE 7 CHANGING PASSWORD NNO DUE ECKE ENSE 9 FORGOT PASSWORD 10 CHAPTER 3 CUSTOMER DEFINITIONN 55522 unu uuuuuuuuuuuuuuuuuuuuuyRRRRRRERERRRRRRRRERERRRRRRSRREERERRERRRRRRS 12 CREATE NEW USERS AND ASSIGN TO SINGLE
6. Customer Name Address Type E Rodent Bait Station Rodent Bait Station Rodent Traps Total Customer Name Address Type Rodent Bait Station 1 Rodent Bait Station Station Inventory Current listing of all reported devices stations and pest management inventory on premise Report Date 05 18 09 4185 Outside Protecta Protecta Glueboard Mouse Plastic Rat Protecta 3 Click a Location name link The report viewer shows the page for the selected Location First Prev Next Last Goto Page I IKE 100 1185 88026 81785 73 1295 11 7575 3359 3848 3645 3763 7558 7613 3257 36865 9095 4015 25 F 57 57 Vv ON Total Customer Name Address Type E Rodent Bait Station Rodent Bait Station User clicks Location link Report viewer goes to page for the selected Location Total Customer Name Address E Rodent Bait Station Rodent Bait Station 3457 9560 Rodent Traps 31 40 Outside Protecta Plastic Rat Diamond Trap Tin Cat Trap 3457 Outside Protecta Keyless Mouse SEARCHING REPORT steps 1 Follow the steps in Viewing Reports 2 Click the Search link from the report viewer Next Last Goto 100 71 lt gt Sta
7. Code abc Add to List Customer Definition Code Contract Id s Remove 1 2697567543074 7045245 Customer Contract Remove 1269796 Remove Selected Required Fields 4 BACK gt Next 18 10 Click the Next button The Create Customer Definition screen is displayed Customer Care Home gt Static Reporting gt Dashboard Reporting Batch Reporting Administration Change Password Help Contact Us Logout Orkin Customer Care Administration Customer User Definition Search Existing Users Create Customer Definition Create Customer Definition Save Contracts in Customer Definition Customer Definition Status Active InActive Description Required Fields 4 BACK gt Next Selected JDE Profiles Selected Contracts Customer Name Definition Contract Id Remove 1269786 7543074 7043243 Customer Name Detinition Contract Id Remove a 1269786 Add Contracts by Entering Add Contracts by Search 11 Enter the name in the Customer Definition Name field 12 Enter the Description of the Customer Definition 13 The new customer definition is saved The application returns you to the Customer User Definition page 19 CHAPTER 4 SEARCHING CUSTOMER DEFINITION SEARCH EXISTING USERS To locate an existing user in order to add him her to a customer definition perform the following steps HY Steps
8. 03701707 To O3 15 07 ImtorieorCrawrlimsp Insect Devices i 1D 4 JAEN i i 4 18 67 TOTAL PEST TREND Parameters Customer Care PowerTrak Static Reporting POWERTRAK aia Choose Customer Acme Corporation ese ee Select Your Report Total Pest Trend SUBMIT Report lt gt Total Pest Trend P 0 W E R R Historical analysis on interior and exterior insect and rodent activity From 01 01 09 To 06 01 09 Customer Name Address AM o Service Dates Activity R 10 15 20 25 2 3 2009 3 3 2009 4 7 2009 Exterior Rodents Interior Rodents Flying Insects Crawling Insects Stored Product Pest 68 PESTICIDE USAGE LOG Parameters Customer Care gt PowerTrak Static Reporting IT POWERTRAK Choose Customer Corporation Select Location Acme 9900 Select Date From 07 30 2009 EEM 07 30 2009 EEM Select Your Report Pesticide Usage Log Select Pesticides All Pesticides Advance Cockroach Gel Bait Reservoir Advance Compressed Termite Bait Advance Dual Choice SUBMIT Report lt gt Pesticide Usage Log POWERTRAK Detail of all pesticides that were used during services From 01 01 09 To 06 01 09 Customer Name Address
9. Home Customer Care Administration gt Choose Customer Definition gt Static Reporting _ Dashboard Reporting _ Choose Customer Definition Batch Reporting gt Administration Customer Definition gt User Setup Please Select _ Hierarchy Setup ____ Required Fields Customer User Defin Pest Threshold Setup gt Change Password Help Contact Us Logout 57 6 The User Administration screen will display Orkin Customer Care gt Administration gt User Administration User Administration This page is a GREAT way to manage user s access Prior to adding users we recommend completing your Hierarchy page You will be able to add additional users and manage their access to reports Managing user s access to your reports can be completed by simply deleting deactivating and activating the user You also can incorporate which folder or locations from your hierarchy the user is able to view Please click the save icon for each user or your changes will not be saved Reporting Users d newuser domain com Al BATCH CRPBATCH ADMIN CRP BATCH A Al 770 770 7703 CRP_RPRT ORKIN COM REPORTING Customer Al 770 770 7702 csmith rollins com curtis smith test team AI 404 8882931 Email FirstName LastName 100 Title Report Access Phone Ext Active Save Delete fr1tuserun idomain com orkin man All 4049888755 X EIE E info radardemand c
10. CX Pesticide Contrac All Weather Blox EPA 12455 79 Active Ingredient Bromadiolone 0 005 Date s Zone Station Method Formulation Qty Unit of Lot Applicator License Treated Name Used Measure 3 12 2009 11 STORE 0002 Bait Placement SOLID 2 CH NONE TREVOR seee e LL R 3 12 2009 11 STORE 0003 Bait Placement SOLID 2 EACH NONE TREVOR EXTERIOR YOUNG REAR 3 12 2009 11 STORE 0004 Bait Placement SOLID 2 CH NONE TREVOR EXTERIOR YOUNG REAR 69 SERVICE SUMMARY REPORT Parameters Customer Care gt PowerTrak Static Reporting d POWERTRA Choose Customer Acme Corporation Select Location Acme 1234 Acme 5678 Acme 9900 Select Date From 07 30 2009 07 30 2009 mak Select Your Report service Summary Report SUBMIT Report Service Summary Report D POWERTRAK For details please review Complete Service Report From 01 01 09 To 06 01 09 Customer Name Address 20 277 c x Pest Activity Y or N Number of Number of Number of Service Date Service T Observations Recommendations Comments Rodents Roaches Flies Birds 1 28 2009 REGULAR SERVICE E 2 26 2009 REGULAR SERVICE nw NN o 3 11 2008 Y x NN 162009 REGULAR SERVIE Y N N N Customer Name Address 22 Oe Pest Activity or N Number of Number of Number
11. STOCKROOM Tin Cat Trap 0004 49 Treated Per Scope 3 1 19 2009 6 42 09 PM 14 MAIN STOCKROOM Tin Cat Trap 0002 50 Serviced Activity Treated Per Scope Crickets 6 1 19 2009 7 43 18 PM 06 GARDEN CENTER Tin Cat Trap 0007 92 Serviced Activity Treated Per Scope Spiders 1 57 COMPLETE SERVICE HISTORY Parameters Customer Care gt PowerTrak Static Reporting Choose Customer Acme Corporation 315 500 Select Location All Acme 1234 Acme 56 78 Acme 9900 Select Date From 07 30 2009 E To 07 30 2009 Select Your Report Complete Service History SUBMIT Report lt gt Complete Service History POWERTRAK Complete report on all aspects of scheduled services performed From 02 26 09 To 02 26 09 Customer Name Address E GIS TASES mM x Account Number Ticket Number 43780992 Completed 02 26 09 2 26 2009 1 20 22 PM 11 STORE Outside 0004 Servi No activity RIOR Protecta DOOR BY FENCE 2 26 2009 1 20 50 PM 1 STORE Outside 0005 REAR Serviced No activity RIOR Protecta 2 26 2009 1 21 28 PM 11 STORE Outside 0006 REAR Servi No activity RIOR Protecta 009 1 22 02 1 STORE Outside 0007 REAR 1 No activity RIOR Protecta 009 1 22 43 1 STORE Outside 0008 NEXT TO Serviced NIA No activity RIOR Protecta DUMPSTER 009 1 23 25 1 STORE Outside 0009 NEXT TO Serviced No activity RIOR Protecta DUMPSTER 2 26 2009
12. 39 EDITING USERS 1 To edit user information double click on the field to be edited In the example below the title field has been double clicked in order to be changed Orkin Customer Care gt Administration gt User Administration User Administration This page GREAT way to manage user s access Prior to adding users we recommend completing your Hierarchy page You will be able to add additional users and manage their access to reports Managing user s access to your reports can be completed by simply deleting deactivating and activating the user You also can incorporate which folder or locations from your hierarchy the user is able to view Please click the save icon for each user or your changes will not be saved Reporting Users User Email FirstName LastName 100 Title Report Access Phone Ext Active Delete NEWUSER Q NEW USER wem Al 404 555 2222 ROL RPRT ADMIN Rolling Rep Rollins Admin All ROL_RPRT ORKIN COM Rolling Reports Rolins Reports 770 770 7701 ROL BATCH ADMIN All new 125user domain c erica nobles 9129648736 new lluser idomain com erica nobles 9129648735 kyoungpeter1 00 rollins kim youngpeter 110 240 8923 info radardemand com info info 111 222 3333 I l L 4 LI r I LETTET alee gt of 5 Displaying users 1 11 of 46 3 A esp 4 EJ BE EC CJ C
13. gt Contact Us Gearch Results E EET MR Customer E Windows Internet Explorer x i 2 J Are vau sure you want to remove sharon doe acmecorp com oma First Last Name Use Sharon Doe sha Required Fields 6 Click OK to delete the user The user is removed from the search results 23 DELETE EXISTING CUSTOMER To delete an existing customer perform the following steps steps 1 On the Customer User Definition page select the Search Existing Customer Definition option The Search Existing Customer Definition screen displays gt Customer Care Home gt Static Reporting gt Dashboard Reporting Search Existing Customer Definitions Administration Search for Customer Definitions Change Password search Name Orkin Customer Care gt Administration gt Search Existing Customer Definitions Help Search Contact Us Logout 2 Click the drop down arrow in the Search Type field Select the option you wish to search Name Description contract JDE code 3 Enter the appropriate information in the Search For field based on the option you chose in step 2 4 Click the Next button The results screen is displayed with a list of information that matches your criterion KO Orkin Customer Care gt Administration gt Search Existing Customer Definitions gt Dashboard Reporting Search Existing Customer Definitions Batch Reporting
14. EE ES NEUE ERE 30 ASSIGNING EOCATIONS 32 MOVING LOCATIONS 34 REMOVING LOCATIONS P m 35 CHAPTER 7 HIERARCHY USER SETUP nna auuuuuuuuuuxuuuuuuuuuRRRRRRRRERERRRRRRREERERRERRRSRREERERRERRRRRRS 36 CREATING USERS gt 36 EDITING USERS 40 DELETING USERS 42 CHAPTER 8 PEST THRESHOLD SETUP 43 SETTING UP PEST THRESHOLDS 43 CHAPTER 9 REPORTIS aAA NAANA E EMEN RES MEER 46 VIEWING REPORTS ETE 46 DOWNLOADING REPORTS a sxRxanuEERERSERARERERRERRENEEEFARRERERERREERSRNERENRREFAREREEREENENEENNENNFEFARREEENEEEKENENNEEEEMA 48 CREATING EXCEL FIEE 2 50 PRINTING REPORTS es 51 NAVIGATIN
15. gt STEP 4 Choose Customer Acme Corporation pase Select Location Acme 9900 gt STEP3 Select Date From 07 30 2009 07 30 2009 Select Your Report Stored Product Pest Trend SUBMIT Report FEE POWERTRAK Stored Product Peat Trend Histeri al analysis on interior stored product pestes From 03 01 07 Te 03 15 07 ams fades Bev ides Iona GROCENFT SALES ARES Stations 5 atn 2002 0003 0006 0558 o207 Fa 5 ax io Zens GH BAKERY FAR CAO LAS Stations ity TIJ Zon RECEN STORAGE TEE pons 66 CRAWLING INSECT TREND Parameters Customer Care gt PowerTrak Static Reporting Choose Customer Acme Corporation ie Select Location Acme 1234 Acme 5678 Acme 9900 Select Date From 07 30 2009 07 30 2009 Select Your Report Crawling Insect Trend SUBMIT TT POWERTRAK Report POWERTRAK Naor fides Zur om Zi orm 0994 ipie comm Gece FRONT OFFRE 02 ZALES a 2 004 FROOUCTIOH a 2 COE DELI Crawling Insect Trend Historical analysis on interior crawling Insects
16. 5 Tnm 2 SUB LEVEL TWO nm NOTE This same process is used to remove any level of the hierarchy Please note that if a level is removed that has any sub levels or locations associated all sub levels and locations will also be removed 35 CHAPTER 7 HIERARCHY USER SETUP As the Internal Administrator you will responsible for adding new customers deleting current customer and creating customer definitions that will provide clients with specific report views of their pest management data In this Chapter Administrator will learn the following e Setup of Reporting Users e Managing access levels for downloading reports e Deleting of Reporting Users CREATING USERS steps 1 You must be logged into the Customer Reporting system as the Internal Orkin Administrator 2 Click on the Administration option located in the left hand navigation bar gt Customer Care Home gt Static Reporting Dashboard Reporting Customer Care Center gt Batch Reporting Customer Care gt Welcome Hello Nancy and thank you for using Orkin s Customer Care Center From this page Administration you can view PowerTrak amp reports and manage your report settings and account Change Password profile Help these reports are run using predetermined criteria from standardized Contact Us CE gp Logout Dashboard Reporting these interactive reports will accept input and will allow you to ente
17. Board 2 Board 0024 FRONT RIGHT OF 1 7 2008 55 BILLWERN 0020 RIGHT OF EXT 2 4 2009 55 BILLWERN 0022 RIGHT OF FRONT 3 4 2008 55 BILLWERN 0002 LEFT OF DELI 4 1 2008 85 BILLWERN 0008 UNDER TEA TABLET 10 200 55 SCARRUT 0006 L ENTRY WALL 1 10 200 55 SCARRUT 0006 L ENTRY WALL 211 200855 SCARRUT 0008 UNDER TEA TABLE2 11 200 55 SCARRUT 0008 UNDER TEA TABLES 2 2009 55 SCARRUT Daytona Daytona Daytona Daytona Daytona Daytona Daytona Daytona Daytona Daytona Daytona Daytona Daytona Daytona Daytona Daytona Daytona Daytona Daytona Daytona Daytona Daytona Daytona Daytona Daytona Daytona Daytona Daytona Daytona Daytona Daytona Daytona Daytona Daytona Daytona Daytona Daytona Daytona Daytona Daytona Daytona Daytona Thursday October 08 2009 86 CREATING AN EXCEL FILE FROM THE DETAIL steps 1 Click the Get complete details hyperlink in the detail section on the dashboard report The complete detail page is displayed Next Last Goto Page h 100 BRT ge s Pest QTY Drill Down Detail Report Period From 01 01 2009 to 04 01 2009 Svc Pest Zone 21 Station 41 Date Sve siTech Station Comment s Action 1 Pest 4 13 015 RIGHT SIDE 1 7 2009 55 BILLWERN Acivity Treated Per Ants 4 Board 14 BACKROOM 008 RIGHT OF WEST 1 7 2009 SS BILLW
18. Choose Customer Acme Corporation pide Select Location Acme 1234 Acme 5675 Acme 9900 Select Date From 07 30 2009 To 0773072009 Select Your Report Custom Service History Observations Select Observations All Observations Activity Bait Being Eaten Bird Droppings SUBMIT Report D Custom Service History Observations P 0 W R T R K Complete report on all aspects of scheduled services performed From 01 01 09 To 02 28 09 Customer Name Address 2 SM ULL Sew x Account Number 3 Ticket Number 43827462 Completed 02 03 09 2 3 2009 11 11 50 01 INTERIOR Tin Trap 0001 STOCKROOM Protecta 56 CUSTOM SERVICE HISTORY PEST ACTIVITY Parameters Customer Care gt PowerTrak Static Reporting POWERTRAK Choose Customer Acme Corporation NE Select Location 9900 Select Date From 7 30 2008 EM To 07 30 2009 Select Your Report Custom Service History Pest Activity Select Pests Africanized Bees Allegheny Ants SUBMIT Report lt gt Custom Service History Pest Activity POWERTRAK Complete report on all aspects of scheduled services performed From 01 19 09 To 01 19 09 Customer Name Address s 2 Account Number E iio Ticket Number 43320232 Completed 01 19 09 1 19 2009 6 39 05 14
19. User Setup Please Select Hierarchy Setup ___ _ Required Fields Customer User Defin Pest Threshold Setup gt Change Password Help gt Contact Us Logout 6 The Hierarchy Administration screen will display listing all locations associated with the customer that was selected 27 7 Click on icon New located on left side of the screen below words Create Hierarchy Levels This will generate an empty text box under the NEW Icon where a Hierarchy Level name can be entered Orkin Customer Care gt Administration gt Hierarchy Administration Hierarchy Administration All folders need to be created that reflect your organizational structure into the Create Hierarchy levels section below Secondly drag your locations listed on the right side of the screen to the appropriate hierarchy folder In order for a location to display on a report the location will need to be listed within a folder at the lowest level of your organizational structure Please click the save icon before leaving this page or your changes will not be saved Locations Drag Locations to Hierarchy Level to Assign Name Address City BARTOW THE VILLA WESLEY C SAINT PETE SAINT PETE MIAMI LAKELAND PEMBROKE BOYNTON CLERMONT e gt gt lt lt Please click the save icon before leaving this page or your changes will not be saved Orkin Custome
20. 1 On the Customer User Definition screen click the Search Existing Users option The Search Existing Users page displays Customer Care Home Static Reporting _ Dashboard Reporting _ LIE ERES E Administration Change Password Help Contact Us Logout Orkin Customer Care gt Administration gt Customer User Definition gt Search Existing Users search Existing Users Search for Users to Maintain Search FirstName m Search For Click drop down arrow in Search field Select a search type option first name last name customer definition Enter the appropriate information in the Search For field based on the option you chose in step 2 Example First Name Joel Click the Next button The results screen is displayed with a list of information that matches your search criterion L Customer Care Static Reporting _ Dashboard Reporting _ Administration Change Password Help Contact Us Logout Orkin Customer Care gt Administration gt Customer User Definition gt Search Existing Users Search Existing Users Search for Users to Maintain Search Type First Name n Search bob gt Next Results First Name Last Name bob Doe Required Fields Username Customer Definition Actions EditDelete 20 SEARCH EXISTING CUSTOM
21. Comment 0 42 1 Type 1 Pest QTYsiProductsi 311 2009 311 2009 119 2008 1 19 2008 1 19 2008 1 19 2008 1 19 2008 34 2009 1 19 2008 uii Pest QTY Drill Down Report Period From 01 01 2009 to 04 01 2009 Pest Type Pest Service Type Product OF lies OF lies Nashville Valdosta 82 4 Click the Refresh button The dashboard report reflects service data with the selected pest Pest QTY Drill Down Report Period From 01 01 2009 to 04 01 2009 Level 1 Corporate H Location Pest Type Flies Level2 a Zone Pest House Flies Level 3 Station Service Type Level 4 Group By Product Refresh OF lies OF lies Waycross Nashville Valdosta Tallahassee Northwestern Market Southeastern Market Southwestern Market OF lies Jacksonville FL Daytona Nashville North Chattanooga Knoxville T 8E 3 99 BE EE re complete details i Dat A Etech 4 Comment iObservation s Action a iPest Pest QTY i 2 improper Fly Light High House Flies 55 op E th th Ro SSSSBB XC 4 69 c mh NOTE If you wish to select from a list of pests associated with a pest type select from the Pest Type dropdown first and click the Refresh button then the Pest dropdown will reflect only those pests associated with the selecte
22. Choose Customer Acme Corporation 6 2213 Select Location 1234 Acme 5678 Acme 9900 Select Date From 07 30 2009 07 30 2009 Select Your Report Customer Recommendations Trend SUBMIT Report Customer Recommendations Trend 0 W R R A Observations from servioe with suggested action plans for customer on snnitation and structural changes in graphical form Fram 02 01 07 To 0315 07 Activity rao posl 62 FLYING INSECT TREND Parameters Customer Care gt PowerTrak Static Reporting POWERTRAK Choose Customer Acme Corporation Select Location Acme 1234 Acme 5678 Acme 9900 Select Date From 07 30 2009 E To 07 30 2009 Edu Select Your Report Flying Insect Trend SUBMIT Report lt gt Flying Insect Trend POWERTRAK Historical analysis on interior flying insects From 05 01 07 To 11 01 07 Customer Name Address code Fee mos Account Number interior Flying Insect Devices Zone 004 ZONE 7 PRODUCTION Activity Stations 200 300 400 500 0003 UNDER SINK 0004 WALL 0005 BEHIND GARBAGE 0006 PORTABLE Zone 005 ZONE 6 PRODUCTION Activity Stations 0 200 300 400 500 0002 WALL 0003 UNDER SINK 0004 WALL 0005 BEHIND GARBAGE Zone 006 ZONE
23. from date for your report A valid date is the previous day default or earlier 6 Click on the calendar symbol next to field The calendar expands Select the to date for your report A valid date is the previous day default or earlier 7 Step 4 Click the drop down in the Select Your Report field A listing of reports will display Select the report you wish to view An additional field may appear depending on the type of report chosen 47 Example If Pesticide Usage Log report is chosen user would be required to select the pesticide he she wished to view data for 8 Click the Submit button The first few pages of the report appear in a new pop up window known as the report viewer The remainder of the report will continue to render until all the report pages are available The page will refresh itself after 15 seconds and then after every 60 seconds but you can click Next at any time to see if the next page is available When all pages are done rendering the TOC First Prev Search Download and Print Options appear enabled First Prev Next Last Goto 275 EES 100 11 TT S Lll No of pages increases every 20 Secs until entire Options appears c isabled until entire report report is rendered is rendered Station Inventory 0 R R Current listing of all reported devices stations and pest management inventory on premise Rep
24. 200 55 1 7 2009 55 27 PRODUCE 0022 RIGHT OF FRONT 4 1 2009 55 11 EXTERIOR 0003 RIGHT DRAIN 11 EXTERIOR 0003 RIGHT DRAIN 27 PRODUCE 0025 RIGHT OF 26 DELI 0006 L ENTRY WALL 27 PRODUCE 0025 RIGHT OF 27 PRODUCE 0026 RIGHT OF 2 11 2008 SS 2 11 2008 SS 3 2 2009 55 1 10 200 55 2 11 2008 SS 2 11 2008 SS 27 PRODUCE 0021 FRONT RIGHT OF 1 7 2009 55 27 PRODUCE 0020 RIGHT OF EXIT 2 4 2008 SS 0022 RIGHT OF FRONT 3 4 2009 55 26 DELI 0002 LEFT OF DELI 41 2009 55 26 DELI 0008 UNDER TEA 1 10 200 55 26 DELI 0006 L ENTRY WALL 26 DELI 0006 L ENTRY WALL 1 10 200 55 2 11 2008 SS 26 DELI 0008 UNDER TEA TABLE2 11 2008 55 26 DELI 0008 UNDER TEA 2 2009 55 Page 1 of 2 Thursday October 08 2009 2 Click the Download option in the report viewer The download option page appears in a new window Download Dashboard_PestActivityDrillDownDetail Windows Internet Explorer Export Report To PDF Quality 100 C PDF Split Large Pages Default Page width Page Height Tips 1 Upgrade IE to version 4 0 5 or later or save the PDF report locally before viewing 2 Excel Data format is good for data manipulation It was designed for tabular and listing reports NOTE MS Excel 2003 and earlier has a file size limit of 65536 rows For those users who are not using the latest versions of Excel i e Excel 2007 or later it is recommended to target the report data to the lowest level
25. 4 PRODUCTION 63 INTERIOR RODENT TREND Parameters Customer Care gt PowerTrak Static Reporting POWERTRAK Choose Customer Acme Co oration Select Your Report Interior Rodent Trend SUBMIT Report Interior Rodent Trend 0 W R R A K Historical analysis on interior rodents From 01 01 09 To 06 01 09 Customer Name Address s 9 Geers Account Number tne Interior Rodent Devices Zone 12D MAINSTOCK Stations 0047 0048 0050 0051 0052 0053 0054 0055 0057 0058 0059 0060 0061 0062 0064 64 EXTERIOR RODENT TREND Parameters Customer gt PowerTrak Static Reporting Choose Customer Acme Corporation TER Select Location Acme 1234 Acme 5675 Acme 9900 Select Date From 07 30 2009 07 30 2009 E Select Your Report Exterior Rodent Trend SUBMIT Py POWERTRAK Report CUT POWERTRAK ions 011 EATERION 0002 0003 6652 853 0005 554 0000 Egg Extertor Rodent Trend Historical analysis external rodent activity From 03 01 07 Ta 03 15 07 Activity 65 STORED PRODUCT PEST TREND Parameters Customer Care gt PowerTrak Static Reporting lt gt
26. ATTENTION This system is private and may only be accessed if authorized All contents are confidential and proprietary and intended solely for the use of Orkin Commercial Services and its Customer All contents may not be viewed or used in any other way without prior authorization Unauthorized use is subject to prosecution or discipline Rollins Inc and or its subsidiaries reserves the right to monitor system and network activity PowerTrak Online Reporting site is best viewed with the Internet Explorer browser version TX 6 x and Mozilla 3 x If you experience difficulties please email us at PowerTrak orkin com 3 Once you are logged on the Customer Care Center option screen will display with the following options depending on your role A Internal Orkin Administrator PowerTrak Static Reporting PowerTrak Interactive Dashboard Reporting Batch Reporting Administration Change Password Contact Us B Orkin Report Viewer PowerTrak Static Reporting PowerTrak Interactive Dashboard Reporting e Change Password e Contact Us gt Customer Care Home gt Static Reporting gt Dashboard Reporting Customer Care Center gt Batch Reporting gt Administration Customer Care gt Welcome Hello Nancy and thank you for using Orkin s Customer Care Center From this page you can view PowerTrak reports and manage your report settings and account Change Password profile Help Contact Us gt ie or
27. Customer Select Location Acme 1234 Acme 5678 Acme 9900 Select Date From 07 30 2009 mal 07 30 2009 Select Your Report Customer Recommendations SUBMIT Report D POWERTRAK Customer Recommendations Observations from service with suggested action plans for sanitation and structural changes From Date 12 2 2008 To Date 2 4 2009 Customer Name Address E o Account Number m Zone Date 02 OFFICES 12 08 2008 12 08 2008 01 19 2009 01 19 2009 03 LAB QA 01 19 2009 01 19 2009 04 COMPACTOR 12 08 2008 12 15 2008 12 15 2008 01 03 2009 01 19 2009 Station Location Observation 0014 TOP LEFT OF DOOR Uncovered Trash 0014 TOP LEFT OF DOOR Uncovered Trash 0014 TOP LEFT OF DOOR Uncovered Trash 0014 TOP LEFT OF DOOR Uncovered Trash 0022 TOP LEFT OF DOOR Webbing Present 0022 TOP LEFT OF DOOR Webbing Present 0015 RIGHT OF COMPACTOR ON Uncovered Trash 0015 RIGHT OF COMPACTOR ON Uncovered Trash 0015 RIGHT OF COMPACTOR ON Uncovered Trash 0015 RIGHT OF COMPACTOR ON Uncovered Trash 0015 RIGHT OF COMPACTOR ON Dumpster Issues Recommendation Cover Trash Cover Trash Cover Trash Cover Trash Remove Webbing Customer Remove Webbing Customer Cover Trash Cover Trash Cover Trash Cover Trash Clean Dumpster 61 CUSTOMER RECOMMENDATIONS TREND Parameters Customer gt PowerTrak Static Reporting D POWERTRAK
28. DOther Pest OAnts BAnts 79 12 Click Refresh button The dashboard report reflects service data from selected Station Station OOther Pest OOther Pest H E ce c 1154 13 RECEIVING DSD OOther Pest BAnts Svc i Pest Zone iStation 41 Dat si iObservation iAction 1 Type iPest Pest QTYsiProductsi 0015 IGHT SIDE 17209 55 Activity Tested Ants arts 4 0015 IGHT SE 242009 55 Activity TreaedPer Ams arts 1 Board 13 O0ISRIGHT SOE 542009 55 Activty Per milipedes 1 Gue Board 80 USING THE FILTERS The report user can also filter the data using available filters located at the top of the dashboard reports Depending on the report the user can filter by pest type pest service type or product by selecting from the associated dropdowns and refreshing the report The filters are always active If more than one filter is used at a time the values selected must exist together in a service record in order for that service record to be used by the report For example if the report user selects Pest Type Flies and Service Type SS Standard Service then all the service records selected will have both Pest Type Flies and Service Type SS If a report user selects Pest Type Rodents and Pest House flies then no service records will be selected because
29. Goto 100 gt Download mart Search found 935 matches 1 20 gt gt Next lt gt Station inventory POWERTRAK Current listing of all reported devices stations and pest management inventory on premise Report Date 05 18 09 POA lw Ay c um Outside Protecta Protecta Giueboard Mouse OM OR eoo am il Rodent Bat Staton Rodent Station 7 Select a value from the search result list The report viewer displays the report page containing the value selected TOC First Prev Last Goto Download Print imart Search found 938 matches Results 1 20 gt gt Next Customer Name Address moon de c n trapType Type Name Glue Board Report Card Mondor Rodent Station Plastic Rat Rodent Traps Tin Cat Trap Total Customer Name Address crm 5 n mE ___ V Type Name Rodent Station Outsxde Protecta Rodent Traps Tin Cat Trap Total Customer Name Address Bum lt Bt 2 dumm Type Name E Rodent Station Outside Protecta Rodent Bat Station Keyless Mouse Results 1 20 gt gt Next Rodent Station Plastic Mouse 55 CHAPTER 10 PARAMETER SCREENS AND STATIC REPORTS CUSTOM SERVICE HISTORY OBSERVATIONS Parameters Customer Care gt PowerTrak Static Reporting FUWERIRAK
30. Level 2 Southeastern Market Zone Pest All Level 3 Station Service Type Group pestrype Product BRodent BRodent BRoach BRoach B ther Pest B ther Pest moths moths mfFlies uFlies Beetles Beetles OBees and Hornets OBees and Hornets DAnts DAnts 26 DELI 11 27 PRODUCE EXTERIOR GROCERY 10 FRONT REAR 13 RECEIVING 050 18 ELECTRICAL ROOM 25 BAKERY 14 BACKROOM EXTERIOR BRodent BRoach B ther Pest OBees and Hornets DAnts 0026 0003 0006 0005 0008 0004 0001 0024 0022 0025 0010 0017 0002 Station Zone iStation 1 Dat i Type Tech s Comment 42 1 13 RECEIVINGDSO 0015 RIGHT SDE 17 2008 BLLWERNE Activity Treated Per 14 BACKROOM 0008 RIGHT OF 17 2 BLLWERNE Activity Treated Per 27 PROOUCE 0020 RIGHT OF 17 2009 BLLWERNE Removed Des 13 RECEIVNG DSO 0017 BETWEEN 177 2008 BLLWERNE j Treated Per 13 050 0016 OF 050 2 4 2009 BLLWERNE 4 Removed Dears 18 ELECTRICAL 0010 UNDER EM 24 2008 BLLWERNE Treated Per 13 RECEIVING DSO 0015 SOE 24 2009 BLLWERNE ty Treated Per 13 RECEIVING DSO 0017 BETWEEN 24 2009 BLLWERNE Removed Des 13 050 0017 BETWEEN 34 2009 BLLWERNE Removed Deors 13 RECEVNG DSO 0016 OF 050 1 7 2009 BLLWERNE rity Treated Per 10 EXTERIOR 0005 SOOA 3 2 2009 SCARRUTH j Treated Per 26 DEL 0003 ABOVE DESK 4 1 2009 BLLWERNE ety T
31. North Baltimore West Salisbury MD Washington Nashville South Knoxville Region 2 BStored Product Pest BRodent BRoach B ther Pest moths mfFlies Beetles OBees and Hornets OAnts Stored Product Pest BRodent GRoach B ther Pest mM mFlies EBeetles OBees and Hornets BAnts Svc Svc Station Get complete details Pest Parent Location eiStation 41 Dat 1 si Comment siQbservation iAction 4 Type iPest Pest QTYsiProductsi v Arts 1 eons Present Activity Deons 14 BACKROOM LEFT OF 1 30 2009 13RECEIVNG OSO 0D16LEFTOF GE 270209 0009 LEFT OF 0009 LEFT OF ELLWERNE RELYLER Activity SCARAUTH Activity SCARAUTH Foul Odor Present Jacksonville FL Jacksonville FL Jacksonville FL Jacksonville FL SCARRUTH Dennis Present SCARRUTH Activity BLLWERNE Activity BLLWERNE BLLWERNE Dens BLLWERNE Activity BLLWERNE Deons BLLWERNE Activity 13 050 14 BACKROOM 27 13 RECEIVING DSO 13 050 18 ELECTRICAL th th Gh on on on ER 1 Board 1 Gue 2 Gue CyX ck CS 20 CS 20 CS Thursday October 06 2000 74 2 Click Refresh button The dashboard report reflects the service data from selected Level 2 Corporate m Southeastern Market me Location Pest QTY Drill Down Report Period From 01 01 2009
32. OF EMERG DOOR 11072009 55 SCARRUTHERS Activity Treated Scape Flior Drain 29 Glue Board Daytona 1154 26 DELI 0005 MIDDLE 17772009 55 BILLWERNER Activity Treated Scape Flior Drain Flior 10 Glue Board Daytona 1154 27PRODUCE 0022 RIGHT OF FRONT DOOR 48172009 55 BILLWERNER Activity Treated Por Scape Flies Drain 5 Glue Board Daytona 0712 EXTERIOR REAR 0003 RIIGHT DRAIN PIPE BY DOCK 211112009 55 SCARRUTHERS Activity Treated Scopo Flior Flior 25 Cy Kick OS Daytana 0713 11EXTERIOR REAR 0003 RIIGHT DRAIN PIPE EY DOCK 20112009 55 SCARRUTHERS Exceorrive Cluttor Clear Laure Staraqe Flior Flies 25 Cy Kick CS Daytona 0712 zTPRODUCE 0026 RIGHT OF PRODUCED FRONT DOOR 31212009 55 SCARRUTHERS Activity Treated Scopo Flior FruitFlior 30 Daytona 0713 26DELI 0006 L ENTRY WALL 110 2004 SS SCARRUTHERS Activity TroatedPorScapo Flies 15 Glue Board Daytona 0712 27PRODUCE 0026 RIGHT OF PRODUCED FRONT DOOR 201122009 55 SCARRUTHERS Activity Treated Por Scope Flies Gnatr 30 Daytona 0712 zTPRODUCE 0026 RIGHT OF PRODUCED FRONT DOOR 20112009 55 SCARRUTHERS Dobrir Proront Romave Dobrir Curtamor 30 Daytana 1154 27PRODUCE 00217 RIGHT OF DOOR T2008 55 BILLWERNER Activity Treated Scopo Flior Gnatr 1 Glue Board Daytona 1154 27 PRODUCE 0020 RIGHT OF EXIT DOOR 27402009 55 BILLWERNER Activity Treated Scope Flior Gnatr 1 Gluo Board Daytona 1154 2TPRODUCE 0022 RIGHT OF FRONT DOOR 37472009 55
33. possible before exporting it into an Excel File 3 RTF Rich Text Format commonly used for cross platform document interchange 4 PDF Quality level 100 gives the lowest image quality but the smallest PDF file size and 300 gives the highest image quality but the largest PDF file size a Excel Data Excel Display RTF Open Report 67 3 Click Excel Data option and Open Report button The following screen appears File Download Do you want to open save this file default xls Microsoft Excel worksheet 5 From 21 Open Save Cancel Always ask before opening this type of file While from the Interet can be useful some files can potentially harm your computer IF you da not trust the source do not open save this file what s the risk http actp21 8700 acweb servlet GetReportData connectionHandle o 7whmBpUho 2btg5MUYUgZxq1 2brbt Windows Internet Explorer File Edit View Insert Format Tools Data GoTo Favorites Help Al LOCNAMEControl1 1 F 1 J K L 1 LOCHAHEGCaaS 1 2 1 11 StatinalDCuatralt STMCDATECmat SERTICETTPECuat 1 STATIOMCOMMEMTCua OBSERTATIOMCuat ACTIOMPLAMCnuatruli PESTITPECnuat PESTCuatrali PESTOTTCuatr CHEMICALCsuatrnlt Daytona 1154 13 RECEIVING DSD 0015 RIGHT SIDE OF EXIT 12722009 55 BILLWERNER Activity Treated Por S
34. the two values will never occur together in a single service record and the report will be empty The following examples are from the Drill Down Report HY Steps 1 Click the Pest Type dropdown box and select from the list Period From 01 01 2009 to 04 01 2009 Level 1 Corporate Location Pest Type Level 2 Zone Pest Level 3 Station Service Type Level 4 Group By PestType gt 15 Total Pest QTY 2 Product Pest li Stored Product Pest BRodent BRodent BRoach GRoach B ther Pest B ther Pest Beetles Beetles OBees and Hornets OBees and Hornets OAnts OAnts Northwestern Market Southeastern Market Southwestern Market Northeastern Market Region 3 Waycross Valdosta Tallahassee Nashville Northwestern Americus Stored Product Pest 350 BRodent 300 BRoach 250 BOther Pest moths 100 50 DBeetles 0 OBees and Hornets BDAnts Jacksonville Chattanooga Savannah Hagerstown Rehoboth Beach Nashville North Baltimore West Salisbury Washington Nashville South Knoxville Svc Svc Station Pest Get complete details Parent Location 1 iStation 42 Dat 1 1 Comment siObservation jAction 1 Type iPest siPestQTYsiProductsi Vaicosta 0008 LEFT 3 Deoris Present Removed Debis Ams Aris 1 QIGLEFTOFGE 2 0008 LEFT OF 2008 LEFT OF Activity 1 Board 1 Board D
35. to 04 01 2009 Pest Type All Zone Pest All Station Senice Group By pestrype Product All 5 Product Pest BRodent GRoach B ther Pest BW Stored Product Pest BRodent BRoach B ther Pest BMoths ElBeetles and Hornets and Hornets BAnts BAnts Southeastern Market SE Region 3 SE Region 4 W Stored Product Pest BRodent BRoach B ther Pest mM oths Flies Beetles OBees and Hornets DAnts Jacksonville FL Atlanta East Savannah Svc Svc Station t Get complete details Parent Location s iZone siStation 41 Dat 1 Type Tech si Comment siQbservation Action 41 Type iPest Pest QTYsiProductsi 15 29 MEAT 0022 UNDER 212 2009 RPLYLER near sik Treatment 1 CyKick CS Jacksonville FL 20562 11 0025ONSTEPS 1 28 2009 Foul Odor Preset Santze Area 20 CyKick CS Jacksonville FL 0562 T1EXTERIOR REAR 0025 125209 Present Remove Derris 20 CyKick CS Jacksonville FL 0552 21 MOP DRAIN 0019 3182009 Activity Treated Per 8 CyKick CS Jacksonville FL 26DELIBAKERY 0012 125299 Activity Treated Per 8 Daytona 1154 ISRECEIVINGDSO 0015 SIDE 1 7 2009 Activity Treated Per Dayna 1154 14 BACKROOM 0008 OF 1 7 2009 Treated Per Dayna 27 PRODUCE 0020 1 7 2009 Present Removed Daytona iSRECEIMN
36. 0002 0020 0016 0021 Station Comment Svc Svc 1 Dat 1 Tech 3i OMSAUGHT SDE 472008 BLLWERNE 0015 RIGHT SOE 242009 BLLWERNE 0016 OF 050 24 2009 ELLWERNE 0017 BETWEEN 17 2008 BLLWERNE 0017 EETWEEN 24 2009 BLLWEANE 0017 BETWEEN 34 2009 BLLWERNE 0008 RIGHT OF 17 2009 ELLWERNE 0010 UNDER EM 24 2009 BILLWEANE 0020 RIGHT OF 17 2009 BLLWERNE OD16LLEFT OF 050 1712009 BLLWERNE 0003 ABOVE DESK 41 2009 ELLWERNE 0016 OF 050 4 1 2009 ELLWERNE 0017 BETWEEN 4 1 2009 BLLWERNE 0005 RIGHT OF 4 1 2009 BILLWEANE 0002 OF DEL 1712009 BLLWERNE 1 1 Action 1 Activity Treated Per Activity Treated Per Treated Per Deors Present Removed Deans eons Present Removed Deons Activity Treated Per Activity Treated Per Activity Treated Per Activity Per Activity Treated Per Activity Treated Per Moisture Preset Clean Area th th th th th ch th Ge ER E ER ene i m 9 Click Zone dropdown box and select Zone Level 1 Level 2 Level 3 Level 4 Corporate Southeastern Market v SE Region 3 v Daytona Pest QTY Drill Down Report Period From 01 01 2009 to 04 01 2009 Pest Type Pest ar Senice Type Product All M Refresh Location Te 1154 Zone All Station 4 13 RECEIVING DSD 14 BACKROOM GROCERY 18 ELECTRICAL ROOM 26 DELI 27 PRODUCE wOther Pest uFlies ElBeetles OBee
37. 1 24 03 PM 1 STORE Outside 0010 NEXT TO Servi No activity RIOR Protecta THE DOCK 009 1 24 47 1 STORE Outside 0011 EXIT DOOR Serviced No activity RIOR Protecta TE 2 26 2009 1 25 05 PM 1 STORE Outside 0012 EXIT DOOR Serviced RIOR Protecta 2 26 2009 1 26 20 PM 1 STORE Outside 0013 EXIT DOOR Serviced RIOR Protecta 2 26 2009 1 26 39 PM 1 STORE Outside 0014 EXIT DOOR Serviced RIOR Protecta R 2 26 2009 1 28 46 PM TORE Area 0003 BACKDOOR Serviced RIGHT BY REAR FENCE 58 CORPORATE PEST ACTIVITY Parameters Report Customer Care gt Pow erTrak amp Static Reporting Choose Customer Acme Corporation STEP 2 Select Location Acme 1234 Acme 5678 Acme 9900 CEE e From 31 2009 EEM To 31 2009 Select Your Report Corporate Pest Activity Select Pest Rodent ae Set Threshold Current Threshold You may change the threshold for this report run only Changing the threshold here will not update the established threshold for the pest type SUBMIT D POWERTRAK Customer 7 4 o e oc ui lt 4 a o o l 4 o gt Corporate Pest Activity Reporting pest activity that exceeds pest type thresholds Pest Type Ants Threshold 10 From 07 01 08 To 06 01 09 Hierarchy Level Corporate El W
38. 11 of 46 lt lt Back Please click the save icon for each user or your changes will not be saved 40 3 Clicking Save Icon will generate a Status Window Click OK to complete the edit process Orkin Customer Care gt Administration gt User Administration User Administration This page GREAT way to manage user s access Prior to adding users we recommend completing your Hierarchy page You will be able to add additional users and manage their access to reports Managing user s access to your reports can be completed by simply deleting deactivating and activating the user You also can incorporate which folder or locations from your hierarchy the user is able to view Please click the save icon for each user or your changes will not be saved Reporting Users A New User Email First Last Name Job Title Report Access Fhone Ext Actwe Save Delete NEWUSER1 COM NEW USER SRMANAGER 404555 2222 x RPRT ADMIN Rollins Rep Rollins Admin x ROL_RPRT ORKIN COM Rollins Reports Rollins Reports ROL BATCH ADMIN new125user domain com erica nobles All ERECT new erica nobles 1 00 kim youngpeter info radardemand com info 111 222 3333 E x i Bani A Nn Cann x 4 of 5 b bl Displaying users 1 11
39. 12009 SS ETRUES Activity Treated Por Scape Other Port Gecko 1 Daytana 1154 13 RECEIVING DSD 0015 RIGHT SIDE OF EXIT 37472009 55 BILLWERNER Activity Treated Por Scopo Other Port Millipedor 1 Glue Board Daytana 1154 1 ELECTRICAL ROOM 0010 UNDER EM PANEL 18772009 55 BILLWERNER Activity Treated Scopo Othor Port Spiders 3 Glue Board Daytona 1154 27PRODUCE 0021FRONT RIGHT OF DOOR 27472009 55 BILLWERNER Activity Treated Scape Other Port Spidors 1 Glue Board Daytana 1154 1 ELECTRICAL ROOM 0010 UNDER EM PANEL 27472009 55 BILLWERNER Activity Treated Por Scope Other Port Spidors 2 Glue Board Daytona 1154 1 ELECTRICAL ROOM 0010 UNDER EM PANEL 37402009 55 BILLWERNER Dobrir Proront RomavedDobrir Othor Port Spiderr 3 Glue 4 Daytona 1154 27 PRODUCE 0020 RIGHT OF EXIT DOOR 4122009 SS BILLWERNER Activity TreatedPor Scape Other Port Spidors 1 Glue Board Daytona 1154 1S ELECTRICAL ROOM 0010 UNDER EM PANEL 4122009 55 BILLWERNER Activity Treated Scopo Othor Port Spidors 1 Gluo Board Daytona 1154 26 DELI 0004 LEFTOF DESK 12722009 55 BILLWERNER Moairture Prerent Clean Area lt German Roachor 10 Glue Board Daytona 1154 26DELI 0002 LEFT OF DELIFRAGE 27472009 55 BILLWERNER Mairture Proront Clean Area Roach German Raacheor 3 Glue Board Daytona 1154 26 DELI 0004 LEFT OF DESK 27472009 55 BILLWERNER Prerent Clean Roach German Raachor 5 Glue Board Daytona 1154 26 DELI 0004 LEFTOF DESK 27472009 SS BILLWERNER Act
40. 22 3333 am ee ee ee youngpeter info Pimm m BAM lt lt Back Please click save icon for each user or your changes will not be saved Ext Active Save Delete E Displaying users 1 11 of 46 3 A notification box will display requesting confirmation that the selected user will be removed Selecting YES will remove the appropriate user and selecting No will allow the user to remain in the list of reporting users Emai NEWUSERI ROL_RPRT_ADMIN OL_RPRTG ORKIN COM ROL BATCH ADMIN domain com wi duzer domain com kyoungpeter1 00 rolling info radardemand com Emm m lh umi Page mi of 5 lt lt Back First Name Leap Sarr NEW Rollins Rep Rollins ery erica Administration JOG Last Name USER SR MANAGER Rallins Admin Reports Rollins Reports nobles Oe youngpeter nmn info test 111 222 3333 mein 1 E Please click the save icon for each user or your changes will not be saved 42 CHAPTER 8 PEST THRESHOLD SETUP The Corporate Pest Activity Report requires threshold numbers be defined for the pest types Pest Threshold Setup allows both Internal and External Administrators to set up the pest type thresholds for a Customer NOTE The Corporate Pest Activity Report will not run for any pest type whose threshold is blank For those pest
41. 3 0016 OF 050 26 DELI 0001 DELI 25 BAKERY 0001 BAKERY 26 DELI 0001 26 DELI 0002 LEFT OF DELI 26 DELI 0003 ABOVE DESK 26 DELI 0005 MIDDLE 2 4 2000 55 2 4 2009 55 3 4 2009 55 1 7 2009 55 3 2 2009 55 41 2009 55 41 2009 55 41 2009 55 41 2009 55 3 11 2008 55 3 11 2008 55 2 3 2009 SS 1 7 2009 55 1 7 2009 55 1 7 2009 SS 27 PRODUCE 0022 RIGHT OF FRONT 1 7 2009 55 26 DELI 0005 MIDDLE 0025 UNDER PREP 0024 R OF EMERG 0005 MIDDLE 2 4 2009 SS 1 10 200 55 1 10 200 55 1 7 2009 55 0022 RIGHT OF FRONT 4 1 2009 SS 0003 RIIGHT DRAIN 0003 RIIGHT DRAIN 0026 RIGHT OF 0006 L ENTRY WALL 0026 RIGHT OF 0026 RIGHT OF 2 11 2008 55 2 11 2008 SS 3 2 2009 55 1 10 200 SS 2 11 2008 SS 2 11 2008 55 BILLWERN BILLWERN BILLWERN BILLWERN BILLWERN BILLWERN BILLWERN BILLWERN BILLWERN BILLWERN SCARRUT BILLWERN BILLWERN BILLWERN BILLWERN BTRUEX BTRUEX BTRUEX BILLWERN BILLWERN BILLWERN BILLWERN BILLWERN SCARRUT SCARRUT BILLWERN BILLWERN SCARRUT SCARRUT SCARRUT SCARRUT SCARRUT SCARRUT Activity Actvity Debris Present Treated Per Treated Per Removed Treated Per Removed Treated Per Treated Per Removed Removed Pest 280820202 222222 TELLE 4 Board 1 Board 1 Board 2 Board 1 Board 2 Board 1 Board 1 Board 4 Glue Board 1 Board 1 2 Board
42. 6 DELI 26 DELI 0022 RIGHT OF FRONT 1 7 2009 55 2 4 2009 0005 MIDDLE 0025 UNDER PREP 0024 R OF EMERG 0005 MIDDLE 55 1 10 200 55 1 10 200 55 1 7 2009 55 0022 RIGHT OF FRONT 4 1 2009 55 0003 RIGHT DRAIN 2 11 200885 0003 RIGHT DRAIN 2 11 2008 SS 0026 RIGHT OF 3 2 2009 55 0006 L ENTRY WALL 1 10 200 55 0026 RIGHT OF 2 11 2008 55 0026 RIGHT OF 2 11 2008 55 0021 FRONT RIGHT OF 1 7 2009 55 0020 RIGHT OF ExT 2 4 2009 55 0022 RIGHT OF FRONT 3 4 2009 55 0002 LEFT DELI 4 1 2009 55 0008 UNDER TEA 1 10 200 55 0006 L ENTRY WALL 1 10 200 55 0006 1 WALL 2 11 2008 55 0008 UNDER TEA TABLE2 11 2005 55 0008 UNDER TEA TABLES 2 2009 55 BILLWERN BILLWERN SCARRUT SCARRUT BILLWERN BILLWERN SCARRUT SCARRUT SCARRUT SCARRUT SCARRUT SCARRUT BILLWERN BILLWERN BILLWERN BILLWERN SCARRUT SCARRUT SCARRUT SCARRUT SCARRUT Treated Per Treated Per Remove Treated Per Treated Per Treated Per Treated Per Clear Area of Treated Per Treated Per Treated Per Remove Treated Per Treated Per Treated Per Clean Area Treated Per Treated Per Treated Per Treated Per Treated Per 25 CS 30 15 Board 30 3 1 Board 1 Board 3 Board 1 Board 10 Board 4 Board 15 Board 10 Board 3 Board 90 Drill Down Report Group The Drill Down Report charts are grouped by Pest Type by Default the grouping by using
43. Administration Search for Customer Definitions Change Password search Description Help Search For Test 1 Contact Us Next Logout Results Customer Definition Name Description Contract Status Actions Test test 1 Active Select Delete Required Fields 4 BACK 24 5 Click Delete hyperlink next to Customer Definition confirmation message appears to confirm deletion gt Customer Care Home Static Reporting Dashboard Reporting Existing Customer Definitions Batch Reporting Administration Search for Customer Definitions Change Password search Help Search For Test 1 Logout Results Customer Definition Name Description Contract Status Actions Test test 1 Active Select Delete Required Fields Windows Internet Explorer 1 X Orkin Customer Care gt Administration gt Search Existing Customer Definitions 1 2 you sure vou want to delete Test and all reporting users 6 Click OK to delete customer The Customer Definition is removed from the search results The Customer s Hierarchy and users are also removed 25 CHAPTER 6 HIERARCHY LEVELS SSS SSS SSS SSS SSS SSS As the Internal Orkin Administrator part of your responsibility will be to assist users in understanding how to create hierarchy levels In this Chapter the Administrator will learn the follo
44. BILLWERNER Activity Treated Scope Flier 3 Glue Board Daytona 1154 26DELI 0002 LEFT OF DELIFRAGE 4122009 SS BILLWERNER Moairture Proront Clean Area Flier 1 Board Daytona 0713 26DELI 0008 UNDER TEA TABLE 141072009 55 SCARRUTHERS Activity Treated Scopo Flier 10 Glue Board Daytona 0713 26DELI 0006 L ENTRY WALL 110 2004 SS SCARRUTHERS Activity TreatedPor Scape Flies Houre Flier 4 Glue Board Daytona 0713 260 0006 LENTRY WALL 201122009 55 SCARRUTHERS Activity Treated Scape Flior 15 Glue Board Daytona 0713 260 000 UNDER TEA TABLE 20112009 55 SCARRUTHERS Activity Treated Scopo Flior 10 Glue Board Daytona 0713 26DELI 0008 UNDER TEA TABLE 31212009 55 SCARRUTHERS Activity Treated Scape Flies 3 Glue Board Daytona 0713 0006 LENTRY WALL 37242009 55 SCARRUTHERS Activity Treated Scopo Flior Flior 5 Glue Board Daytana 1154 27PRODUCE 0022 RIGHT OF FRONT DOOR 27472009 55 BILLWERNER Activity Treated Scopo Flier 1 Glue Board Daytona 1154 26 DELI 0001 RIGHT OF SINK ABOVE EXTINGUISHER 27472009 55 BILLWERNER Activity Treated Por Scape Flier Flier 5 Glue Board Daytona 1154 26 DELI 0005 MIDDLE 27472009 55 BILLWERNER Activity TreatedPor Scape Flior Flier 2 Glue Board Daytona 1154 26DELI 0003 ABOVE DESK 27472009 SS BILLWERNER TroatedPor Scape Flies Houre Flier 3 Glue B
45. Dashboard Reporting Change Password contact Us We know how important it is to have timely and accurate data on your pest management program 20 if you have any trouble using this application don t hesitate to follow the Contact Us link we re here to resolve your sue as quickly as possible 50 you ll have the information you need Note The following steps follow the path of the PowerTrak Static Reporting option The same report viewing and export options apply to the PowerTrak 9 Interactive Dashboard Reporting option 46 2 Click on PowerTrak Static Reporting option The PowerTrak Static Reporting parameter screen page displays Customer Care gt PowerTrak amp Static Reporting Choose Customer Selecta Customer Gosia select Location Select Date From 09 01 2009 09 01 2009 HEI tia Select Your Report Select a Report SUBMIT 3 Step 1 Choose the customer you wish to view the report for Internal users only 4 Step 2 Choose the location you wish to view report data for The locations available to choose from will depend on your report viewing privileges and the customer chosen in Step 1 Example Corporate Division 1 District 1 Location 1 Select Location Corporate SE Division Doraville 2702 Duluth 2703 5 Step 3 Click on the calendar symbol next to the From field The calendar expands Select the
46. ER DEFINITIONS HY Steps 1 On the Customer User Definition page select the Search Existing Customer Definition option The Search Existing Customer Definition screen displays Customer Care Home Orkin Customer Care gt Administration gt Search Existing Customer Definitions Static Reporting _ Dashboard Reporting Search Existing Customer Definitions Batch Reporting Administration Search for Customer Definitions Change Password Search Type Name Help Search For Contact Us gt Logout 2 Click the drop down arrow in the Search Type field Select the option you wish to search Name Description Contract JDE code 3 Enter the appropriate information in the Search For field based on the option you chose in step 2 4 Click the Next button The results screen is displayed with a list of information that matches your criterion 21 CHAPTER 5 DELETING USERS AND CUSTOMERS As the Internal Orkin Administrator your responsibility will be to delete users and customers DELETE EXISTING USERS To delete an existing user perform the following steps Hy steps 1 Customer User Definition screen click the Search Existing Users option The Search Existing Users page displays _ Customer Care Home Orkin Customer gt Administration gt Customer User Definition gt Search Existing Static Reporting Users Dashboard Reporting gt Batch Reporting Search Exi
47. ERN Acvity Treated Per Ants 1 Board 27 PRODUCE 0020 RIGHT OF EXIT 1 7 2009 55 BILLWERN Debris Present Removed Ants 1 Board 13 0017 BETWEEN 050 1 7 2009 55 BILLWERN Acivity Treated Per 2 Glue Board 13 0016 LLEFT OF 050 2 4 2009 55 BILLWERN Debris Present Removed 1 Gue Board 18 ELECTRICAL 0010 UNDER PANEL2 4 2009 SS BILLWERN Activity Treated Per 2 Board 13 015 RIGHT SIDE OF 2 4 2009 55 BILLWERN Activity Treated Per 1 Board 13 0017 050 2 4 2009 55 BILLWERN Debris Present Removed 1 Board 13 017 BETWEEN 050 3 4 2009 55 BILLWERN i Removed 4 Board 13 0016 OF 050 1 7 2009 55 BILLWERN ivi Gue Board 10 EXTERIOR 005 BEHIND SODA 3 2 2009 SS SCARRUT Treated Per 26 DELI 0003 ABOVE DESK 4 1 2008 SS ivi Treated Per 14 BACKROOM 0008 RIGHT OF WEST 4 1 2009 55 BILLWERN vi 13 RECEIVING 0017 BETWEEN 050 4 1 2009 55 BILLWERN Removed 13 0016 OF 050 4 1 2009 55 Treated Per 26 DELI 0001 DELI 3 11 2008 SS Vi Treated Per 25 BAKERY 0001 BAKERY 3 11 2008 55 ivi 26 DELI 0001 2 3 2009 SS 26 DELI 0002 LEFT OF DELI 1 7 2009 55 26 DELI 0003 ABOVE DESK 1 7 2009 55 26 DELI 0005 MIDOLE 1 7 2009 55 27 PRODUCE 0022 RIGHT OF FRONT 1 7 2009 55 2 4 2009 26 DELI 0005 MIDDLE 27 PRODUCE 0025 UNDER PREP 27 PRODUCE 0024 R OF EMERG 26 DELI 0005 MIDDLE SS 110 200 55 1 10
48. G A REPORT VIA 53 SEARCHING 2 URN EE 54 CHAPTER 10 PARAMETER SCREENS AND STATIC REPORTS 56 CUSTOM SERVICE HISTORY OBSERVATIONS 56 CUSTOM SERVICE HISTORY PEST ACTIVITY 57 COMPLETE SERVICE HISTORY 58 CORPORATE PEST ACTIVITY sssxussxusususEEESsEKaERERSEEECINNNNEEA REF WEM ERE EVEN WEME EN RF NUN NN ENS WENN KEEN 59 STATION INVENTORY RETE 60 CUSTOMER 61 PLY ING INSECT TREND
49. G DSO 0017 47 2008 Activity Treated Per Dayna ISRECEIVINGDSO 0016 050 24 2008 Deons Present Removed Derris Daytona 18 ELECTRICAL OD10UNDEREM 214 2009 Activity Treated Per Dayna iSRECEIVNG DSO 0D1SRIGHT SIDE 24 2009 Activity Treated Per Daytona 1SRECEIVINGDSO 0017 24 2009 Dennis Present Removed Deons Dayna ISRECEIVINGDSO 0017 3142008 Debris Present Removes Deons Daytona 13 050 0016 OF 050 47 2009 Activity Treated Per 79 4 Ge 1 Gue Board 1 G 2 Board 1 2 1 Gue Board 1 Board 4 1 ddddddddddddddd i Thursday October 08 2000 Pest QTY Drill Down Report Period From 01 01 2009 to 04 01 2009 Pest Type Level 2 Zone Pest All Level 3 Station Level4 PN Group Product SE Region 3 Sania Topi5TotalPestQTYbyLevel 3 B 5tored Product Pest B 5tored Product Pest BRodent BRodent BRoach 700 BRoach Bl thsr Pest Bl thsr Pest Both 500 Both Level 1 Location F 75 4 Click the Refresh button The dashboard report reflects service data from the selected Level 3 Corporate Southeastern Market Southeastern Market Pest QTY Drill Down Report Period From 01 01 2009 to 04 01 2009 Loca
50. IOR REAR 0025 0010 13 RECEIVING 050 0017 18 ELECTRICAL ROOM 25 0002 14 BACKROOM GROCERY 10 EXTERIOR GRodent GRoach Other Pest and Hornets BAnts FRONT BRodent BRoach Bther Pest Moths Beetles Bees and Hornets BAnts iZone 13 050 14 BACKROOM 27 PRODUCE 13 RECENINGDSO 13 RECEIVNG DSO 18 ELECTRICAL 13 RECEIVING DSO 13 RECENVING DSO 13RECEIVNG DSO 13 RECEIVING DSO 10 EXTERIOR 26 DELI 14 BACKROOM 13 RECENVINGDSO 13 RECEIVING DSO 1 Station 0015 RIGHT SIDE 0005 RIGHT OF 0020 RIGHT OF 0017 BETWEEN 0016 LLEFT OF 050 0010 UNDER EM 0015 RIGHT SIDE 0017 BETWEEN 0017 BETWEEN 0016 LLEFT OF DSO 0005 BEHIND SCOA 0003 ABOVE DESK 0006 RIGHT 0017 BETWEEN 0016 LLEFT OF DSO Svc s Dat 1 17 2008 1 7 2008 1 7 2009 1 7 2008 24 2009 24 2009 24 2009 24 2008 344 2009 1 7 2009 32 2009 4 1 2009 41 2008 4 2008 4 2009 Svc Type 4 ELLWERNE ELLWERNE ELLWERNE ELLWERNE BLLWERNE ELLWERNE ELLWERNE ELLWERNE BLLWERNE ELLWERNE SCARRUTH ELLWERNE ELLWERNE ELLWERNE BLLWERNE Station Comment Activity Activity 1 1 Action Treated Per Trested Per Removed Deons Trested Per Removed 0 0 5 Trested Per Trested Per Removed Deons Removed Deors Trested Per Trested Per Treated Per Treated Per Removed Deon
51. RNE BLLWERNE BLLWERNE BLLWERNE BLLWERNE BLLWERNE SCARRUTH BLLWERNE BLLWERNE BLLWERNE BLLWERNE Activity Treated Per Activity Treated Per Removed Deons Treated Per Removed Deons Treated Per Removed 0207 Removed Deons Treated Per Treated Per Treated Per Treated Per Removed Deons Treated Per 5 4 Gwe 1 Board 1 Board 2 Board 1 Gue Board 2 Board 1 Giue Board 1 G ue 5059 4 1 Gue Boa 1 2 Board 1 Gue 2 Board 1 Thursday October 05 2000 85 2 complete detail page is displayed Pest QTY Drill Down Detail Report Zone 1 Station 41 13 0015 RIGHT SIDE OF 14 BACKROOM 0008 RIGHT OF WEST 27 PRODUCE 0020 RIGHT OF EXIT 13 0017 BETWEEN 050 13 0016 LLEFT OF 050 Period From 01 01 2009 to 04 01 2009 Date s Tech Station Comment 2 pest QTY 1 7 2009 55 1 7 2009 SS 1 7 2009 SS 1 7 2009 55 2 4 2008 SS 18 ELECTRICAL 0010 UNDER EM PANEL2 4 2009 55 13 0015 RIGHT SIDE 13 0017 BETWEEN 050 13 0017 BETWEEN 050 13 0016 LLEFT OF 050 10 EXTERIOR 0005 BEHIND SODA 26 DELI 0003 ABOVE DESK 14 BACKROOM 0008 RIGHT OF WEST 13 0017 BETWEEN 050 1
52. ST HIERARCHY BARTOW 33830 TEST SUB LEVEL THE VILLA WESLEY LAKELAND PEMBROKE BOYNTON CLERMONT IRMO lt lt Back Please click the save icon before leaving this page or your changes will not be saved 2 Once the location has been highlighted it can be dragged to the appropriate level located on the left This is accomplished by holding the left button down on the mouse while dragging the highlighted location to the appropriate level on the left Orkin Customer Care gt Administration gt Hierarchy Administration Hierarchy Administration All folders need to be created that reflect your organizational structure into the Create Hierarchy levels section below secondly drag your locations listed on the right side of the screen to the appropriate hierarchy folder In order for a location to display on a report the location will need to be listed within a folder at the lowest level of your organizational structure Please click the save icon before leaving this page or your changes will not be saved Create Hierarchy Levels Locations Drag Locations to Hierarchy Level to Assign Remove 5 Address City State Zip Assigned To TEST HIERARCHY BARTOW FL 33830 zl ae TEST SUB LEV THE VILLA FL 32162 WESLEY FL 33544 SAINT PETE FL SAINT PETE FL LAKELAND FL PEMBROKE FL BOYNTON CLERMONT IRMO Pleas
53. Y 0003 RIGHT OF WEST EXIT DOOR 4122009 55 BILLWERNER Activity Treated Scope Bootlor 1 Glue Board Daytana 1154 13 RECEIVING DSD 0017 BETWEEN DSD DOOR 4122009 55 BILLWERNER Dobrir Prorent RomavedDobrir Bootlor 2 Glue Board Daytona 1154 1S RECEIVING DSD 9016 LLEFT OF DSD DOOR 4122009 55 BILLWERNER Activity Treated Scopo Bootlor Bootlor 1 Board Daytona 2516 26DELI 0001DELI 371122009 SS ETRUES Activity TreatedPor Scape Flies Black 4 Glue Board Daytona 2516 25 BAKERY 0001 201172009 SS BTRUES Activity Treatment Rondored Flior BlackFlier 3 Glue Board Daytona 0594 26DELI 1 29372009 SS ETRUES Activity TroatodPor Scopo Blow Flier 4 Glue Board Daytona 1154 0002 LEFT OF DELIFRAGE 12722009 55 BILLWERNER Mairture Prerent Clean Area Flies Elou 1 Glue Board Daytona 1154 0003 ABOVE DESK 12722009 55 BILLWERNER Activity Treated Scopo Flior Blou Flior Glue Board Daytona 1154 0 26 DELI 0005 MIDDLE 12722009 55 BILLWERNER Activity TreatedPor Scopo Flies Blow 5 Glue Board Daytona 1154 27 PRODUCE 0022 RIGHT OF FRONT DOOR 19772009 55 BILLWERNER Activity Treated Scape Flior Blou Flior 5 Gluo Board Daytona 1154 26 DELI 0005 MIDDLE 27472009 55 BILLWERNER Activity Treated Por Scape Flior Elou Flior 1 Glue Board Daytona 0713 27PRODUCE 0025 UNDER PREP TABE 141072009 55 SCARRUTHERS Dobrir Prorent Romave Dobrir Curtamer Flior Drain 15 Daytona 0712 2TPRODUCE 0024 2
54. ability to add new customers and create report groupings to provide specific report views 3 A Report Viewer feature that allows an authorized user the ability to view print and download reports There are two roles that will exist for an Orkin user The roles are Internal Orkin Administrator and Internal Orkin Report Viewer The Internal Orkin Administrator has access to the Administration component of the Customer Reporting application as well as the ability to view reports The Internal Orkin Report Viewer will not have access to the Administration component The viewer will only be allowed to view reports BROWSER REQUIREMENTS The PowerTrak Online Reporting site is best viewed using Microsoft Internet Explorer version 7 or 8 or Mozilla 3 x If you experience difficulties please email PowerTrak support at PowerTrak orkin com GETTING TO WEB BASED CUSTOMER REPORTING SITE In order to get to the Web Based Customer Reporting site perform the following steps Hy steps 1 Receive the following email from CustomerReporting Orkin com Welcome to the Orkin PowerTrak Reporting system You have been added as a user by your Administrator To view reports you can login by visiting www orkincommercial com and clicking on the Customer Care tab From this page you will need to enter the following username and password that has been assigned to you This email is from PowerTrak Online Reporting and 15 being sent to you by Orkin on behalf o
55. ate default or earlier 5 Step 2 Click on the calendar symbol next to the To field The calendar expands Select the To date for your report A valid date is the previous date default or earlier 6 Step 3 Click the dropdown in the Select Your Report field A listing of reports will display Select the report you wish to view Sclect Your Report Select a 7 definition of the report will display on the screen 8 Click the Submit button The selected dashboard report will display on a new page 2 NAVIGATING A DASHBOARD REPORT Each dashboard report has parameters at the top of the page These parameters can be used to generate new charts from a different perspective For example a report user might use the Location and Pest Type parameters to look at rodent activity at a specific location To generate new charts select from the desired parameters and click the Refresh button Pest QTY Drill Down Report Period From 01 01 2009 to 04 01 2009 Level 1 Corporate Location Pest Type Level 2 All Zone Pest Level 3 Station Service Type Level 4 Group By x Product RESTORING A DASHBOARD REPORT Each time a dashboard report is refreshed a new page is created The new page will contain new charts and detail in line with the parameters selected before the refresh The parameter selection is also changed reflecting what is now available i
56. ated Per Ants Ants 2 Gue Board 21154 13 0015 RIGHT SIDEOF 2 4 2009 55 BILLWERN Actvity Trested Pet Ants 1 Board 21154 13 RECEMING 0017 BETWEEN 050 24200955 BILLWERN Removed Ants Board 21154 13 0017 BETWEEN 050 3 4 2009 55 BILLWERN Removed Ants Gue Board 21154 13 0016 LLEFT 050 1 7 2009 55 BILLWERN Treated Per 20713 10 EXTERIOR 0005 BEHIND SODA 3 2 2009 55 SCARRUT Treated Per 21154 25 0003 ABOVE DESK 4 1 2008 SS BILLWERN Treated Per 21154 14 BACKROOM 0008 RIGHT OF WEST 4 1 2009 55 BILLWERN Treated Per 21154 13 0017 BETWEEN 050 4 1 2009 55 BILLWERN Removed 21154 13 RECENING 0016 LLEFT OF 050 4 1 2009 55 BILLWERN Treated Per 22516 26 DELI 000 DELI 3 11 2005 SS BTRUEX Treated Per 22516 25 000 BAKERY 3 11 2005 55 BTRUEX Treatment 20594 26 DELI 0001 2 3 2009 SS BTRUEX Treated Per 21154 26 DELI 0002 LEFT OF DELI 1 7 2009 SS BILLWERN Clean Area 21154 26 0003 ABOVE DESK 1 7 2009 SS BILLWERN Treated Per 1154 26 DELI 0005 MIDDLE 1 7 2008 SS BILLWERN Treated Per Parent 21154 21154 80713 20713 21154 21154 20713 20713 20713 80713 80713 20713 21154 21154 21154 21154 0713 80713 20713 0713 80713 27 PRODUCE 26 DELI 27 PRODUCE 27 PRODUCE 26 DELI 27 PRODUCE 11 EXTERIOR 11 EXTERIOR 27 PRODUCE 26 DELI 27 PRODUCE 27 PRODUCE 27 PRODUCE 27 PRODUCE 27 PRODUCE 26 DELI 26 DELI 26 DELI 26 DELI 2
57. cape Aner Aner 4 Glue Board Daytona 1154 14 BACKROOMGROCERY 0003 RIGHT OF WEST EXIT DOOR 12722009 55 BILLWERNER Activity Treated Scopo Antr Antr 1 Gluo Board Daytona 1154 27 PRODUCE 0020 RIGHT OF EXIT DOOR 12722009 55 BILLWERNER Dobrir Prorent RomavedDeobrir Aner Antr 1 Glue Board Daytona 1154 1S RECEIVING DSD 0017 BETWEEN DSD DOOR T2008 55 BILLWERNER Activity Treated Por Scope Aner Aner 2 Glue Board Daytona 1154 1S RECEIVING DSD 0016 LLEFT OF DSD DOOR 27472009 SS BILLWERNER Dobrir Proront RomavedDobrir Antr Antr 1 Glue Board Daytona 1154 1 ELECTRICAL ROOM 0010 UNDER EM PANEL 27472009 55 BILLWERNER Activity Treated Scape Aner Aner 2 Glue Board Daytona 1154 1S RECEIVING DSD 0015 RIGHT SIDE OF EXIT 27472009 55 BILLWERNER Activity Treated Scopo Antr Antr 1 Gluo Board Daytona 1154 13 RECEIVING DSD 0017 BETWEEN DSD DOOR 27472009 55 BILLWERNER Dobrir Proront RomavedDobrir Antr Antr 1 Glue Board Daytona 1154 1S RECEIVING DSD 0017 BETWEEN DSD DOOR 37472009 55 BILLWERNER Dobrir Proront RomavedDebrir Aner Aner 4 Glue Board Daytona 1154 13 RECEIVING DSD 0016 LLEFT OF DSD DOOR 1722009 55 BILLWERNER Activity Treated Scopo Antr Firo Antr 1 Gluo Board Daytona 0713 10EXTERIOR FRONT 0005 BEHIND SODA MACHINE 30202009 55 SCARRUTHERS Activity TroatedPor Scape Boor andHarnotr MudDauberr 1 Daytona 1154 26 DELI 0003 ABOVE DESK 4122009 55 BILLWERNER Activity Treated Scape BoorandHornctr Warpr 2 Board Daytona 1154 14BACKROOMGROCER
58. con in the PDF window The print dialog is displayed ini E 1 4 1 ages Dus KA x Printer Mame Mral Lexx amp 42 gt Properties Status Ready Comments and Forms Type Lexmark 6426 Document and Markups Range all Current vie Preview Composite Current page Pages 1 Customer Name Ad All pages in range Reverse pages BIER a pron Page Handling Copies 1 collate Page Scaling shrink to Printable Area Auto Ratate and Center E Rodent Bait Stat Rodent Bait Statii Rodent Traps Total Choose paper source by PDF page size Customer Name Ad custom paper size when needed Units Inches Zoom 94 Print to File Type Rodent Bait Statii 17111 Printing Tips Advanced OK Cancel 4 Click the OK button The report is sent to the printer 52 NAVIGATING A REPORT VIA TOC NOTE While the TOC option is available in the report viewer for both the static and interactive dashboard reports it has most relevance for the static reports 1 Follow the steps in Viewing Reports 2 Click the TOC link from the report viewer The report Table of Contents TOC appears on the left listing the reported Locations
59. d gt Batch Reporting 5 gt Administration Change Password gt Help Contact Us Logout Orkin Customer Care gt Administration gt Customer User Definition gt Create New User Wizard Create New User Wizard Name Last Name User Name Phone 1 1 Active Inactive Single Contract Customer Definition 4 BACK Next Status Contract Type Required Fielda 5 Enter the First Name of the user Required 6 Enter the Last Name of the user Required 7 Enter the User Name this will be the user s email address Required 8 Enter the user s phone number Required 13 9 Enter user s email address Required 10 The Status will be defaulted to Active 11 Click the circle in front of the Single Contract option The circle is populated with a dot 12 Click the Next button The Assign Single Location Contract to User screen displays Orkin Customer Care gt Administration gt Customer User Definition gt Create New User Static Reporting Wizard Assign Single Contract to User Dashboard Reporting gt Batch Reporting Assign Single Location Contract to User Administration Change Password Contract Number Help Required Fields 4 BACK Next Contact Us Logout 13 Enter an existing contract number If the contract number you enter does not exist you will receive the following error message There is
60. d pest type If you wish to select from a complete list of pests bypass the Pest Type selection 5 Click the Product dropdown box and select from the list Pest QTY Drill Down Report Period From 01 01 2009 to 04 01 2009 Corporate Location Pest Type m 5 Zone Station Group By OF lies OF lies 83 6 Click Refresh button The dashboard report reflects the service data both the selected pest and product Period From 01 01 2009 to 04 01 2009 Pest Type Fies x Pest House Flies Station Senice Type Group By Gue Boara OF lies OF lies 600 500 400 300 200 100 Nashville Valdosta 0 Tallahassee Northwestern Market Southeastern Market Southwestern Market Daytona Jacksonville FL Nashville North Chattanooga Knoxville Sve Sve iStation 24 Dat 1 Type itech s Comment EK Ime siPest QTYsi Products 101 Board 18 1192009 SS 1 19 2009 64 REPORTING FULL DETAIL Each dashboard report has a detail section at the bottom of the page The detail section lists the services performed governed by the selections made from the hierarchy parameters and filters There is a maximum of 15 detail lines that can be reported on the dashboard page To see all of the detail there is a hyperlink available that will display a new page s containing the complet
61. e click the save icon before leaving this your changes will not be saved 32 3 Once location has been assigned click Save icon Orkin Customer Care gt Administration gt Hierarchy Administration Hierarchy Administration All folders need to be created that reflect your organizational structure into the Create Hierarchy levels section below Secondly drag your locations listed on the right side of the screen to the appropriate hierarchy folder In order for a location to display on a report the location will need to be listed within a folder at the lowest level of your organizational structure Please click the save icon before leaving this page or your changes will not be saved Create Hierarchy Levels Locations Drag Locations to Hierarchy Level to Assign 3 Remove Name Address City Zip Assigned To Sie TEST _ BARTOW 33830 2 3J jw TEST SUB LEVEL THE VILLA 32162 0010 WESLEY 33544 SAINT PETE 33710 SAINT PETE 33713 MIAMI 33144 in LAKELAND 33801 PEMBROKE 33024 BOYNTON 33426 CLERMONT 34711 IRMO Please click the save icon before leaving this page or your changes will not be saved NOTE When a location is assigned to a hierarchy level the location name still remains in the location list Each assigned location will display the level that it is assigned to in the assigned level column on the right hand side of t
62. e list HY Steps 1 Click the Get complete details hyperlink in the detail section on the dashboard report Pest QTY Drill Down Report Period From 01 01 2009 to 04 01 2009 Location Corporate v Southeastern Market Pest Type All Pest Senice Type Product All z Zone Station Group By PestType BRodent BRoach B ther Pest Beetles BRodent BRoach B ther Pest mM Beetles OBees and Hornets BAnts OBees and Hornets BAnts 27 PRODUCE 11 EXTERIOR REAR 13 050 18 ELECTRICAL ROOM 25 BAKERY 14 BACKROOM GROCERY RECEIVING BRodent ERoach B ther Pest moths mFlies Beetles OBees and Hornets DAnts 0003 0006 0005 0008 0004 0001 0024 0022 0025 0010 0017 0002 0015 4 Station Comment Svc Type 4 Get complete details st Pest QTY Product i 1 Station 5 iZone i0bservation iAction 1 13 RECENVING OSO 14 BACKROOM 27 PROOUCE 13 RECENVING OSO 13 050 1 ELECTRICAL 13 050 13 RECEIVING DSO 13 RECEIVING DSO 13 050 10 EXTERIOR 26 DELI 14 BACKROOM 13 gt 050 13 RECEIVING DSO 0015 RIGHT SIDE 0008 RIGHT OF 0020 RIGHT OF 0017 BETWEEN 0016 LLEFT OF DSO 2 0010 UNDER EM 0015 RIGHT SIDE 0017 BETWEEN 0017 BETWEEN th th Gh Gh Go Gn Gh GG BLLWERNE BLLWERNE BLLWERNE BLLWERNE BLLWE
63. eee Customer gt Administration gt Customer User Definition gt Create New User gt Static Reporting wizara Dashboard Reporting Batch Reporting Create New User Wizard Administration Change Password First gt Name Contact Us licor Heme Logout Phone Email Status Active Inactive Contract Single Contract Customer Definition Required Fields 4 BACK Next 2 Enter the information in all required fields 3 Set the Status field to Active by clicking the radio button next to the active option 4 Click the radio button directly in front of Customer Definition 16 5 Click Next button The Assign New User to Customer Definition page is displayed gt Customer Home _ Orkin Customer Care gt Administration Customer User Definition gt Create New User gt Static Reporting Wizard gt Assign User to Customer Definition gt Dashboard Reporting Batch Reporting Assign User to Customer Definition gt Administration ee eee Assign User to New Customer Definition Entering Contract Number Hel E e Assign User to New Customer Definition Search for Contracts Contact Us p Logout O Assign User to Existing Customer Definition 6 Click the Assign User to New Customer Definition Entering Contract Number option The Enter JDE Code Contract page i
64. eeping Checklist gt Go to the Orkin media room Residential Pest Control Termite Control Learning Center Customer Care Locations Find an Exterminator Home About Orkin Press Careers Privacy policy Termsofuse Schedule service Contact us 2 Orkin Inc 2009 lt U 4 Click the Customer Care tab The following message will appear Click inside the box and a check mark appears Click OK The Security Alert message should not appear the next time you attempt to enter the Customer Care site Security Alert i Y ou are about to view pages over secure connection pe Any information you exchange with this site cannot be viewed by anyone else on the Web Inthe future do not show this warning More Info 5 The Customer Care Login Screen displays Customer Care Login Welcome to the Orkin Commercial Services Online Customer Care Center We value your business and are proud to partner with you to meet your pest management needs If you a current customer and are having difficulties logging into the Customer Care Center please call 800 588 5218 or email us at PowerTrak oOrkin com Login below to view your pest management data reports gt wiew update your report settings gt wiew update your account profile Username Password SUBMIT Forgot our Password ATTENTION This system iz private and may only be accessed if authorized All contents are confidential and proprietary and int
65. ended solely for the use of Orkin Commercial Services and its Customer All contents may not be viewed or used in any other way without prior authorization Unauthorized use is subject to prosecution or discipline Rollins Inc and or its subsidiaries reserves the right to monitor system and network activity PowerTrak Online Reporting site is best viewed with the Internet Explorer browser version Tx 6 x and Mozilla 3 x If you experience difficulties please email us at PowerTrakigrorkin com CHAPTER 2 GETTING STARTED LOGGING INTO CUSTOMER REPORTING SITE When a new user logs into the Customer Reporting Application for the first time use the User Name and password provided to you in the Welcome email referenced in the Getting to Web Based Customer Reporting Site section Perform the following steps i Steps 1 Customer Care Login screen enter User Name 2 Enter Password Customer Care Login Welcome to the Orkin Commercial Services Online Customer Care Center We value your business and are proud to partner with you to meet your pest management needs If you are a current customer and are having difficulties logging into the Customer Care Center please call 800 588 5218 or email us at Powerlrak Orkin com Login below to view your pest management data reports gt view update your report settings gt view update your account profile Username Password SUBMIT Forgot Your Password
66. ennis Present 2 Gue Augusta ants near sink Activity 1 CyKick CS Jacksonville FL 7 25 DELIBAKERY 0012 BACK ROOM Activity FL 0552 0025 STEPS Jacksonville FL 2 11 0025 ON STEPS Jacksonville FL 0552 21h 0019 0015 RIGHT SIDE 5 Foul Odor Present 20 Cy Kick CS Dens Present Remove Debes 20 CyKick CS Activity Activity 0008 RIGHT OF Activity 27 PROOUCE 0020 RIGHT OF Deons 1SRECEIVNG DSO 0017 BETWEEN 13 050 0016 OF 050 24 2 18 ELECTRICAL 0010 UNDER th th Gh th th Gh Gn cont Gn on oo en on a Activity Debes Activity Thursday October 08 2009 81 2 Click Refresh button The dashboard report reflects service data with the selected pest type Pest QTY Drill Down Report Period From 01 01 2009 to 04 01 2009 Pest Fs gt Pest All Station Senice Type a F Group By Product 4 BFlies BFlies SE Region 4 SW Northwestern Market Southeastern Market Southwestern Market Northeastern Market Waycross Nashville Valdosta Tallahassee Region 1 NE Region 2 NE Region 1 Region 1 Northwestern SIN Region 2 BFlies 300 250 00 150 50 0 Jacksonville Chattanooga Savannah Nashville North Baltim ore West Rehoboth Beach Washington Nashville South Knoxville Hagerstown Svc Svc Station Pest Get complete details 4 Dat Tech
67. estern Market Northeastern Market Southeastern Market Southwestern Market This report grouped by quarters and displays data starting with the first quarter that has 1 or more months with data and ending with the last quarter that has 1 or more months with data that meets the report criteria spanning the report period selected 59 STATION INVENTORY Parameters Customer Care gt PowerTrak Static Reporting Choose Customer Acme Corporation ZE a 2 NEG Select Location Acme 1234 Acme 5678 Acme 9900 Select Your Report station Inventory SUBMIT Report POWERTRAK D POWERTRAK Customer Name Address Account Number Type Insect Light Traps Rodent Traps Total Customer Name Address Account Number Type Rodent Bait Station Glue Board Insect Light Traps Pheromone Traps Rodent Traps Total Station Inventory Current listing of all reported devices stations and pest management inventory on premise Report Date 12 02 09 ______ amp n gt sis g LL S Name Count Mantis 1 2 2 Tin Cat Trap 5 8 m gt Lor DD M ET b gi Count Outside Protecta 1 Report Card Monitor 2 Gardiner GT 180 1 Diamond Trap 2 9 15 60 CUSTOMER RECOMMENDATIONS Parameters Customer Care gt PowerTrak Static Reporting Acme Corporation ITI POWERTRAK Choose
68. f your company s Administrator Username Password Thank You Orkin Client Services Please do not reply to this email Any questions can be directed to your Administrator or to customercare orkin com 2 Click on the link in your email and open the Orkin Commercial Care site 3 The Orkin Commercial Care screen will display Residential Commercial Contact Us ORKIN 866 949 6097 COMMERCIAL SERVICES ABOUT SOLUTIONS SERVICES NEWS CUSTOMER CARE ORKIN UNIVERSITY For your convenience and immediate attention call 866 949 6097 or fill out the form below First Name Last Name Industry commercial pest managemen Select industry D Dn RECENT ORKIN COMMERCIAL NEWS QUALITY ASSURED BY EXPERTS 1117774 Need free training materials Visit Orkin University Orkin s service is backed by a team of Online Ph D s entomologists sanitarians and View free ABCs of Pest Habitat Modification training se ae videos Pest Management IPM solution See 2008 Gold Medal IPM Partner Award Winners Read more about how Orkin Commercial can help your Pest M t Still Bugging Health Provide est Managemen ugging Healthcare Providers Case Study Investigating Better Pest Control Options in Schools Audited Plants Download Orkin s Pre Audit Checklist Hotels Download Orkin s 8 Places to Check Out Before Pests Check In Housek
69. folders need to be created that reflect your organizational structure into the Create Hierarchy levels section below Secondly drag your locations listed on the right side of the screen to the appropriate hierarchy folder In order for a location to display on a report the location will need to be listed within a folder at the lowest level of your organizational structure Please click the save icon before leaving this page or your changes will not be saved Create Hierarchy Levels Locations Drag Locations to Hierarchy Level to Assign Name Address City Zip Assigned To ARCHY BARTOW 33830 TEST SUB LEVEL THE WILLA 32162 2 SUB LEVEL TWO WESLEY 33544 SAINT PETE SAINT PETE MIAMI 3 2 SUE LAKELAND PEMBROKE BOYNTON CLERMONT IRMO 5 8 _ af lt lt Back Please click the save icon before leaving this page or your changes will not be saved 2 Clicking on remove will generate a confirmation window To complete the removal of the selected item click on YES If the item is not to be removed click on NO Orkin Customer Care gt Administration gt Hierarchy Administration Hierarchy Administration will need to listed within a Please click the save icon before leaving this page or your changes will not be saved Create Hierarchy Levels Locations Confirm M Remove Ej Save Mame Are you sure you want to remove 7 TEST HIERARCHY TEST SUB LEVEL
70. for location to display on a report the location will to be listed within a folder at the lowest level of your organizational structure Please click the save icon before leaving this page or your changes will not be saved Create Hierarchy Levels Locations Drag Lc i3 New Remove m Mame 4 Assigned Saving your changes please wait E TEST HIERARCHY 4 TEST SUB LEVEL SAINT PETE SAINT PETE LAKELAND PEMBROKE BOYNTON CLERMONT IRMO lt lt Back Please click the save icon before leaving this page or your changes will not be saved 3l ASSIGNING LOCATIONS 1 Hierarchy Administration screen select the location to be assigned to the hierarchy level Orkin Customer gt Administration gt Hierarchy Administration Hierarchy Administration All folders need to be created that reflect your organizational structure into the Create Hierarchy levels section below Secondly drag your locations listed on the right side of the screen to the appropriate hierarchy folder In order for a location to display on a report the location will to listed within a folder at the lowest level of your organizational structure Please click the save icon before leaving this page or your changes will not be saved Create Hierarchy Levels Locations Drag Locations to Hierarchy Level to Assign 3L New x Remove Address City Zip at TE
71. g hierarchy change before running any Dashboard report Drill Down Report Hierarchy Page Pest QTY Drill Down Report Period From 01 01 2009 to 04 01 2009 Level 1 Corporate Location Pest Type aii Level 2 All v Zone Pest All v Level 3 Station Service Type Level 4 Group By x Product M Stored Product Pest 800 Stored Product Pest GRodent 700 BRodent BRoach 600 ERoach B Other Pest 500 B ther Pest mMoths 400 BM oths 300 mFlies 200 100 Beetles and Hornets 0 OBees and Hornets BAnts BAnts Northwestern Market Southeastern Market Southwestern Market Northeastern Market Waycross Valdosta Tallahassee Nashville Su Region 1 SE Region 4 NE Region 2 NE Region 1 Region 1 Northwestern Americus 5 Product Pest BRodent BRoach B ther Pest Moths iFlies DBeetles OBees and Hornets DAnts Jacksonville Chattanooga Savannah Hagerstown Rehoboth Beach Nashville North Baltim ore West Salisbury MD Washington Nashville South Knoxville Sve Svc Station Pest Parent Location eiStation 41 Dat i Tech si Comment siQbservation iAction 4 Type iPest Pest QTY Product 1 Get complete details Vaidosta 0008 LEFT OF 1 30 2009 BLLWERNE Debs Present Removed Deris Ants 0016 OF 2202009 0008 LEFT OF 2 20 2008 0009 LEFT OF 3 24 2009 UNDER 212 2009 Jacks
72. hanged FORGOT PASSWORD If you have forgotten your password please perform the following steps to obtain your password steps 1 On the Customer Reporting Login screen click the Forgot Your Password option Customer Care Login Welcome to the Orkin Commercial Services Online Customer Care Center We value your business and are proud to partner with you to meet your pest management needs If you are a current customer and are having difficulties logging into the Customer Care Center please call 800 588 5218 or email us at PowerTraki Orkin com Login below to view your pest management data reports gt vjew update your report settings gt view update your account profile Username Password H SUBMIT gt Forgot Your Password ATTENTION This system is private and may only be accessed if authorized All contents are confidential and proprietary and intended solely for the use of Orkin Commercial Services and its Customer All contents may not be viewed or used in any other way without prior authorization Unauthorized use is subject to prosecution or discipline Rolling Inc and or its subsidiaries reserves the right to monitor system and network activity PowerTrak Online Reporting site is best viewed with the Internet Explorer browser version 7 x 6 x and Mozilla 3 x If you experience difficulties please email us at PowerTrak orkin com 2 The Reset Password screen displays Customer Care gt Rese
73. he screen Locations can be assigned to any level of the corporate tree structure 33 MOVING LOCATIONS 1 To move a location click on the location and drag the highlighted location to the new level Once the location has been moved click on the Save Icon Orkin Customer Care gt Administration gt Hierarchy Administration Hierarchy Administration All folders need to be created that reflect your organizational structure into the Create Hierarchy levels section below Secondly drag your locations listed on the right side of the screen to the appropriate hierarchy folder In order for a location to display on a report the location will to be listed within a folder at the lowest level of your organizational structure Please click the save icon before leaving this page or your changes will not be saved Create Hierarchy Levels Locations Drag Locations to Hierarchy Level to Assign New Remove Address City Zip Assigned To a TEST HIERARCHY BARTOW 33830 at TEST SUB LEVEL THE VILLA 32182 rn 0010 WESLEY C 33544 2 SUB LEVEL TWO SAINT PETE LAKELAND FL 3880000 PEMBROKE BOYNTON CLERMONT IRMO lt lt Back Please click the save icon before leaving this page or your changes will not be saved 2 The location will display in the new level and will populate the assigned level column on the right hand side of the screen Orkin Custome
74. ion Svc Svc 1 Dat 1 2122009 2232009 2252009 1 50 2009 2 20 2009 2 20 2008 3 24 2008 1 6 2009 210 2009 212 2008 1 28 2009 1 28 2009 318 2008 1 28 2009 1 7 2009 TCORLEY CWOOOY CWOOOY BLLWERNE BLLWERNE BLLWERNE BLLWERNE ROUNN CLAMP RPLYLER si Station Comment Activity Treated Per Wenang Present Remove Activity Trested Per Deoris Present Removed Deors Activity Treated Per Activity Trested Per Deons Present Removed 007 Activity Treatment Activity Treated Per Activity Treatment Odor Preset Santze Ares Present Remove Deons Activity Treated Per Activity Per Activity Treated Per Period From 01 01 2009 to 04 01 2009 Group By Service Type Pest Senice Type Product Pest 4 Type iPest Get complete details QTY Producti CyKick CS 35 35 1 1 Board 1 2 Glue Board 101 CyKick CS 1 1 CyKick CS 20 CyKick CS 20 CyKick CS CyKick CS 5 4 Thursday October 08 2000 Northwestern Market Jacksonville Southeastern Southwestern Market Market Chattanooga Northeastern Market Savannah Misc Market Hagerstown Waycross Valdosta Nashville SW SE Region 4 Tallahassee Region 1 Rehoboth Beach Nashville North Baltim ore West Sal
75. isbury MD NE Region 2 Washington NE Region 1 Region 1 Northwestern Nashville South Americus Knoxville Parent Location Waycross Validosza Vaiidosta Cnazanooga Soum Augusta Jacksonville FL Jacksonville FL Jacksonville FL Jacksonville FL Zone 10 EXTERIOR 18 ELECTRICAL 18 ELECTRICAL 14 BACKROOM 13 RECEIVINGDSO 14 BACKROOM 14 BACKROOM 1 Station 0002 INSIDE OF 0017 ON PANEL 0017 ON PANEL 0009 LEFT OF 0016 LEFT OF GE 0009 LEFT OF 0009 LEFT OF 0003 SIDE OF 0003 0022 UNDER 0025 ON STEPS 0025 ON STEPS 0019 0012 BACK ROOM 0015 RIGHT SIDE Svc 4 Dat 4 2122009 2232009 2232009 1 30 2009 2 20 2009 2 20 2008 3 24 2009 1 6 2009 2710 2009 2122009 1 28 2009 1 28 2008 318 2008 Ch Gh Gh th th Gch eh th eh Station Pest Get complete details Comment 10 4 42 1 Pest QTY Products Activity Webbing Present Activity Debris Present Activity Debris Present Activity Activity Foul Oder Present Debris Present Activity Activity dddddddddddudd dddadadddddudd CyKick CS 35 35 1 1 Board 1 Board 2 Gue 101 CyKick CS 1 1 CyKick CS 20 CyKick CS 20 CyKick CS CyKick CS 5 4 Board Thursday October 06 2009 The rep
76. ivity TroatedPor Scopo Roach Gorman Raacheor 5 Glue Board Daytona 1154 26 DELI 0004 LEFT OF DESK 37472009 SS BILLWERNER Activity Treated Scape Roach Gorman Roachor 5 Board Daytona 1154 26 DELI 0004 LEFT OF DESK 37472009 55 BILLWERNER Moirture Proront Clean Area lt Gorman Roachor 5 Glue Board Daytona 1154 26DELI 0002 LEFT OF DELIFRAGE 37472009 55 BILLWERNER Activity TroatedPor Scape Roach German Raacheor 1 Glue Board Daytona 1154 26 DELI 0002 LEFT OF DELIFRAGE 37472009 55 BILLWERNER Proront Clean Area Roach German Raacher 1 Board Daytona 1154 260 0004 LEFTOF DESK 4122009 55 BILLWERNER Dobrir Proront RemavedDebrir Roach Gorman Roachor 3 Glue Board Daytona 0713 13 RECEIWING DSD 0020 DOOR Az 121022009 55 SCARRUTHERS Activity Treated Scape Findont Mico 1 Gluo Board The remaining sections in this chapter show the report parameters needed to run each dashboard report and sample screenshots 88 DRILL DOWN REPORT Parameters Customer Care gt PowerTrak Interactive Dashboard Reporting Choose Customer Acme Corporation Select Date 1 12 2009 EEM 11 12 2009 Select Your Report Displays interactive charts and service detail for pest Drill Down Report T NE HOTE Changes to the Customer Hierarchy are refreshed every hour for Dashboard reports It is recommended that you wait an hour after makin
77. lt lt Back Please click the save icon for each user or your changes will not be saved 2 Enter the corrected information in the field to be edited and click the SAVE Icon Orkin Customer Care gt Administration gt User Administration User Administration This page GREAT way to manage user s access Prior to adding users we recommend completing your Hierarchy page You will be able to add additional users and manage their access to reports Managing users access to your reports can be completed by simply deleting deactivating and activating the user You also can incorporate which folder or locations from your hierarchy the user is able to view Please click the save icon for each user or your changes will not be saved Reporting Users Eh New User Email FirstName LastName Job Title Report Access Phone Ext Active Save Delete NEWUSER1 QI COM NEW USER SR MANAGE 404 555 2222 ROL RPRT ADMIN Rollins Rep Rolins Admin ROL_RPRTI ORKIN COM Rollins Reports Rolling Reports 770 770 7701 ROL_BATCH_ADMIN new 125user domain com erica nobles 9129648735 newlluser domain com erica nobles 9129648735 kyoungpeter100 rollins kim youngpeter 770 240 8923 info radardemand com info info 111 222 3333 Damla Pam ele mlam Resp esp es CJ E CJ of 5 b MI Displaying users 1
78. n 44 6 The Threshold Administration screen will display Customer Care gt Administration Threshold Administration Set Pest Activity Threshold Below you can enter a threshold number for each pest type Setting up the threshold level will allow only Pest Activity exceeding the set level per service to display on the following reports Corporate Pest Activity 7 Enter a threshold for each pest type applicable in the Customer s environment Valid threshold values are 0 999 8 Click Done to complete the Pest Threshold Setup 45 CHAPTER 9 REPORTS To access and view reports perform the following steps VIEWING REPORTS HY Steps 1 Log into the Customer Reporting application Follow steps in the Logging into Customer Reporting site section The following Customer Care Center page displays Customer Care Welcome Static Reportinq Dashboard Reporting Customer Care Genter Change Password Hello Nancy and thank you for using Orkin s Customer Care Center From this page ou can view PowerTrak amp reports and manage your report settings and account Contact Us dan it B gs Help Logout ing these reports are run using predetermined criteria from standardized Dashboard Reporting these interactive reports will accept input and will allow you to enter criteria to better suit your business needs O PowerTrak Static Reporting O PowertTrak Interactive
79. n the charts and detail For example the Pest Type dropdown will initially contain all the pest types found in the service detail for the date range If the report user selects Pest Type Birds and refreshes the report then the Pest Type dropdown on the new page will only contain one pest type Birds since that is the only pest type in the new charts and detail HY steps To restore a parameter list after it has been reduced through a refresh set the parameter to All and click the Refresh button To navigate backwards and restore the dashboard report to a prior level reset the parameters back to All in reverse order For example if the report is currently set to a selected station number and there is a need to revisit the location level to see all locations set the Station to All then the Zone to All then the Location to and click the Refresh button If the need is to go back to a certain hierarchy level reset the hierarchy levels back to All in reverse order CLOSING A DASHBOARD REPORT To close a dashboard report click the in upper right hand corner TOC First Prev Next Last Goto Page QE 100 77 Pest QTY Drill Down Detail Report Period From 01 01 2009 to 04 01 2009 73 USING THE HIERARCHY PARAMETERS The report user can drill down to any level desired i e specific hierarchy level location zone or station number by using the d
80. need 43 3 Administration Screen below will be displayed with the options of User Setup Hierarchy Customer User Definition and Pest Threshold Setup Customer Care Static Reporting gt Dashboard Reporting Administration Batch Reporting Administration From this page you can select how your pest management data is reported divisional User Setup regional or branch level also can incorporate additional users and manage their ACCESS levels for downloading reports Customer Care gt Administration Hierarchy Setup Customer User Defin Pest Threshold Setup User Setup Change Password Hierarchy Setup Hep Customer User Definition Contact Us Pest Threshold Setup Logout 4 Click on the Pest Threshold Setup option Selecting this option will display the Choose Customer Definition Screen if you are an Internal Administrator 5 Choose Customer Definition Screen select the desired customer using the Customer Definition drop down menu and click Submit _ Customer Care Home gt Static Reporting _ Dashboard Reporting Choose Customer Definition gt Batch Reporting Administration Choose Customer Definition User Setup Please Select Hierarchy Setup Required Fields Customer User Defin Pest Threshold Setup Change Password Help Contact Us Logout Customer Care gt Administration gt Choose Customer Definitio
81. no PowerTrak location associated with contract xxxxx 14 Click the Next button 14 15 The Customer Name field displays and is populated with the contract number customer name for the contract and the Status field displays and is set to Active Customer Care Home Orkin Customer Care gt Administration gt Customer User Definition gt Create New User _ Static Reporting Wizard gt Create Customer Definition gt Batch Reporting Create Customer Definition Administration Save Contracts in Customer Definition Change Password Customer Definition Name 1171157 MEMPHIS THEOLOXC Help ContactUs Status Active Inactive Logout Description 1171157 MEMPHIS THEOLOX Required Fields 4 BACK Done 16 The Description field displays and is populated with the contract number and the customer name for the contract 17 Click the Done button The system returns you to the Customer User Definition page 15 CREATE NEW USER AND ASSIGN NEW CUSTOMER DEFINITION You can create a new user and assign to a new customer definition for multiple locations by entering a contract number entering a JDE code searching for a contract and or JDE Code or by adding the new user to an existing customer definition iv steps 1 Customer User Definition page click the Create New User Wizard option The Create New User Wizard detail page is displayed gt Customer Care Home
82. oard Daytona 1154 2TPRODUCE 0022 RIGHT OF FRONT DOOR 37472009 SS BILLWERNER Activity Treated Scopo Flior Flior 3 Glue Board Daytona 1154 26 DELI 0003 ABOVE DESK 37472009 SS BILLWERNER Activity Treated Scape Flior Flier 4 Board Daytana 1154 26DELI 0005 MIDDLE 37472009 55 BILLWERNER Activity Treated Por Scape Flies Glue Board Daytona 1154 26 DELI 0001 RIGHT OF SINK ABOVE EXTINGUISHER 37472009 55 BILLWERNER Activity Treated Scopo Flior Flior 2 Glue Board Daytona 1154 26 DELI 0003 ABOVE DESK 4122009 SS BILLWERNER Activity Treated Scape Flies Flier Glue Board Daytona 1154 26 DELI 9005 MIDDLE 4122009 55 BILLWERNER Activity Treated Scopo Flior 5 Board Daytona 1154 26 DELI 0001 RIGHT OF SINK ABOVE EXTINGUISHER 4122009 55 BILLWERNER Activity Treated Scape Flier 2 Glue Board Daytana 2516 13 RECEIVING DSD 0001 DOOR 20112009 55 BTRUEX Activity Treated Por Scope Chinch Bugr 2 Daytona 0713 0008 UNDER TEA TABLE 31212009 55 SCARRUTHERS Activity Treated Scopo 1 Gluo Board Daytona 0713 260 0006 LENTRY WALL 31212009 55 SCARRUTHERS Activity Treated Scape 3 Glue Board Daytona 2516 13 RECEWING DSD 00026 ROLLNUP DOORS 301122009 SS BTRUEX Activity Treated Por Scape Other Port Earuiar 1 Avort Dry Flauable Cockroach Bait Daytona 2516 13RECEIVING DSD 00047 3111
83. of Service Date Service T Observations Recommendations Comments ye ____ Roaches Birds 1 8 2009 REGULAR SERVICE N N N N nn uu 0 REGULAR SERVICE N N 14 m 3 12 2009 REGULARSERVICE xw N N m 9 Customer Name Address 4 T gt 77 6 Pest Activity Y or N Number of Number of Number of Service Date Service T Observations Recommendations Comments ____ Roaches Flies Birds 1122009 REGULARSERVICE N N N N 2 9 2009 REGULAR SERVICE __5 gt 0 3 16 2009 REGULAR SERVICE N Customer Name Address 1 ae 2 ZEE Pest Activity or N Number of Number of Number of Service Date Service T Observations Recommendations Comments 1 7 2009 REGULAR SERVICE N N N Page 1 70 CHAPTER 11 INTERACTIVE DASHBOARD REPORTS DASHBOARD REPORTS OVERVIEW Each Dashboard Report contains a group of interactive charts and detail showing statistical information on services that occurred for a customer within a date range The initial screen is at the highest hierarchy level the report user has access to By selecting from the parameters at the top of the screen the data reported can be narrowed to specific areas of the business such as the next level down in the hierarchy specific locations and s
84. of 46 lt lt Back Please click the save icon for each user or your changes will not be saved 4 DELETING USERS steps 1 Onthe User Administration screen locate the user to be deleted 2 Click on the corresponding red X located on the right side of the user information to be deleted Orkin Customer Care gt Administration User Administration User Administration This page GREAT way to manage users access Prior to adding users we recommend completing your Hierarchy You wil be able to add additional users and manage their access to reports Managing users access to your reports can be completed by simply deleting deactivating and activating the user You also can incorporate which folder or locations from your hierarchy the user is able to view Please click the save icon for each user or your changes will not be saved Reporting Users User Email ROL_RPRT_ADIMIN ROL_RPRT ORKIN COM BATCH ADMIN new 125user idomain com new 1 1userg idomain com kyoungpeter O0 rollins info radardemand com Emmm lo ed First NEWUSER1 NEW Rollins erica kim info Pe la 085 USER SRMANAGER All Last Name Job Title Report Access Phone 404 555 2222 Rollins Admin All Rolling Reports All Al nobles nobles Al Reports 770 770 7701 9129648735 9129648736 770 240 8923 111 2
85. om info info test AJ 111 222 3333 kyoungpeter100 roliins kim youngpeter Al 110 240 8923 v X x 2X X X X X newlluser domain com erica nobles Al 9129648736 ankiae am Es of5 Displaying users 1 11 of 46 Pado 7 create a new user click the words New User located on the left side of the screen 8 Clicking on New User will allow the following user information to be populated in the table e Email Users Email Address Email is the user ID and is a Mandatory Field e First Name Users First Name This is a Mandatory Field e Last Name Users Last Name This is a Mandatory Field e Title Users Title This is Not a Mandatory Field e Report Access This field defines the reports that the user will be allowed to access and defaults to ALL If ALL is not the correct access level click in the Report Access field of the selected user and the newly displayed drop down menu can be used to select the appropriate user access Phone Number Users Phone Number This is a Mandatory Field e Extension Users Phone Number Extension This is Not a Mandatory Field e Active This field defines if the user is Active and defaults to Active by showing check in the corresponding box If the user should be de activated this box will need to be Un Checked 38 9 Once all New User information has been input into appropria
86. onville FL 7 0012 1 28 2009 Jacksonville FL RIOR REAR 0025 1282009 Jacksonville FL F 0025 5 5 41 28 2009 Jacksonville FL 0019 38 2008 Daytona OOISRIGHT SDE 1 7 2009 0008 17 2008 0020 1 7 2009 0017 BETWEEN 1 7 2009 0016 OF 050 214 2009 OD10UNDEREM 24 2009 1 1 Gue 2 Gue 1 CyKick CS 5 BLLWERNE Activity BLLWERNE Activity BLLWERNE Deos Present RPLYLER Activity 20 CyKick CS 20 CyKick CS 5 4 Gue 1 Board 1 Gue 2 Board 1 Giue Board 2 Glue Board dddddddddddddd ddddddddddddddd Friday October 09 2009 Drill Down Report Location Page The Location page of the Drill Down Report appears when a selection is made on the Hierarchy page from the lowest level in the Customer s Hierarchy Pest QTY Drill Down Report Period From 01 01 2009 to 04 01 2009 Location Zone Station Group By PestType Refresh 15 Total Pest QTY by Location Top45 Total Pest QTY by Zone Pest Type All Product All Corporate Southeastern Market 0026 0003 0006 0005 0008 0004 0001 0024 0022 BRoach B Other Pest moths mfFlies BBeetles and Hornets BAnts 26 DELI 27 PRODUCE 11 EXTER
87. ort Date 05 18 09 Customer Name Address Type Name E Rodent Bait Station Outside Protecta Rodent Bait Station Protecta Rodent Traps Glueboard Mouse Total Customer Name Address DOWNLOADING REPORTS HY Steps 1 Follow the steps in Viewing Reports 2 Click the Download option from the report viewer The download window appears in a new window The Export Report To selection defaults to PDF 48 Download PestTrapTrend I Cache InternalCrawling Windows Internet Explorer Export Report To PDF Quality 100 Split Large Pages Default Page width Page Height Tips 1 Upgrade IE to version 4 0 5 or later or save the PDF report locally before viewing 2 Excel Data format is good for data manipulation It was designed for Excel Data tabular and listing reports Excel Display NOTE M5 Excel 2003 and earlier has a file size limit of 65536 rows For those users who are not using the latest versions of Excel Excel 2007 or later it is recommended to target the report data to the lowest level possible before exporting it into an Excel File C BTE 3 RIF Rich Text Format commonly used for cross platform document interchange 4 PDF Quality level 100 gives the lowest image quality but the smallest PDF file size and 300 gives the highest image quality but the largest PDF file size 3 Click the Open Report button The report appears as a PDF file in a new window
88. ort user can change 91
89. pecific zones and stations Selecting from any of the dropdown parameters at the top of the screen and refreshing the report will render new graphs and service detail For example selecting a specific location number and refreshing the report will cause all the charts and associated detail to reflect only those services that occurred at that location Customers with hierarchies will be able to select the parameters in the order of the hierarchy to narrow down the report to a specific location zone or station Customers without hierarchies will select directly from a list of locations and if desired drill down to a specific zone or station for reporting the service data at that level The dashboard report is 1 Drill Down Report Displays interactive charts and service detail for pest quantities VIEWING DASHBOARD REPORTS steps 1 Log into the Customer Reporting application Follow the steps in the Logging into the Customer Reporting site section The following Customer Care Center page displays gt mer Lar Customer Home Customer Care Welcome Static Reporting gt Dashboard Reporting Customer Care Center Change Password Hello Nancy and thank you for using Orkin amp Customer Care Center From this page you can view PowerTrak amp reports and manage your report settings and account profile Help Contact Us Logout static Reporting these reports are run using predetermined cri
90. ps Rodent Bait Station Glue Board Rodent Traps E Rodent Bait Station Rodent Bait Station Rodent Traps Rodent Traps Rodent Traps E Rodent Bait Station Rodent Bait Station Rodent Bait Station Rodent Bait Station Rodent Bait Station slue Board Rodent Bait Station Rodent Traps Glue Board Rodent Bait Station Rodent Traps trap count Outside Protecta Protecta slueboard Mouse Plastic Rat Protecta Outside Protecta Report Card Monitor Plastic Rat Cat Trap Plastic Rat Report Card Monitor Tin Cat Trap Outside Protecta Plastic Rat slueboard Mouse slueboard Rat Tin Cat Trap Outside Protecta keyless Mouse Plastic Mouse Plastic Rat Outside Protecta Report Card Monitor Plastic Rat Cat Trap Report Card Monitor Plastic Rat Tin Cat Trap ide P fairs 1 Follow the steps for Viewing Reports The report appears in a new pop up window known as the report viewer 51 Next Last Goto Page L 100 nmm Station Inventory OWERTRAK Current listing of all reported devices stations and pest management inventory on premise Report Date 05 18 09 Customer Name Address Type Name Rodent Bait Station Outside Protecta Rodent Bait Station Protecta Rodent Traps Glueboard Mouse Total Customer Name Address 2 Click the Print link from the report viewer The report appears in a new PDF window 3 Click the printer i
91. r Care gt Administration gt Hierarchy Administration Hierarchy Administration All folders need to be created that reflect your organizational structure into the Create Hierarchy levels section below Secondly drag your locations listed on the right side of the screen to the appropriate hierarchy folder In order for a location to display a report the location will need to be listed within a folder at the lowest level of your organizational structure Please click the save icon before leaving this page or your changes will not be saved Create Hierarchy Levels Locations Drag Locations to Hierarchy Level to Assign 3 Remove Address City State Zip Assigned To ai TEST HIERARCHY BARTOW 33830 2209 TEST SUB LEVEL THE VILLA FL 32162 EIE 2 SUB LEVEL TWO WESLEY FL 33544 SAINT PETE FL 33710 SAINT PETE FL 33713 MIAMI FL 33144 LAKELAND FL 33801 PEMBROKE FL 33024 BOYNTON FL 33426 CLERMONT FL 34711 IRMO C 29 i lt lt Back Please click save icon before leaving this page or your changes will not be saved 34 Removing Locations 1 To remove a location select the appropriate location to be removed from the corporate tree located on the left hand side of the screen Once the selected location is highlighted click on the Remove icon Orkin Customer Care gt Administration gt Hierarchy Administration Hierarchy Administration All
92. r Care gt Administration gt Hierarchy Administration Hierarchy Administration All folders need to be created that reflect your organizational structure into the Create Hierarchy levels section below Secondly drag your locations listed on the right side of the screen to the appropriate hierarchy folder In order for a location to display on a report the location will need to be listed within a folder at the lowest level of your organizational structure Please click the save icon before leaving this page or your changes will not be saved Create Hierarchy Levels Locations Drag Locations to Hierarchy Level to Assign Remove E Save Address City THE VILLA WESLEY C SAINT PETE SAINT PETE MIAMI LAKELAND PEMBROKE BOYNTON CLERMONT lt lt Back Please click the save icon before leaving this page or your changes will not be saved 28 8 Once hierarchy name has been input click Save icon Orkin Customer Care gt Administration gt Hierarchy Administration Hierarchy Administration All folders need to be created that reflect your organizational structure into the Create Hierarchy levels section below Secondly drag your locations listed on the right side of the screen to the appropriate hierarchy folder In order for a location to display on a report the location will need to be listed within a folder at the lowest level of your organizational structure Please click the sa
93. r criteria to better suit your business needs PowerTrak amp Static Reporting PowerTrak Interactive Dashboard Reporting 0 Batch Reporting Administration Change Password contactus We know how important it is to have timely and accurate data on your pest management program 20 if you have any trouble using this application don t hesitate to follow the Contact Us link we re here to resolve your issue as quickly as possible 50 you ll have the information you need 36 3 The Administration Screen below will be displayed with the options of User Setup Hierarchy Customer User Definition and Pest Threshold Setup Customer Care Home Customer Care gt Administration Static Reporting gt Dashboard Reporting Administration Batch Reporting Administration From this you can select how your pest management data is reported divisional User Setup regional ipi lin also incorporate additional users and manage their levels for di loading reports access levels for downloading reports ee Pest Threshold Setup Change Password Hierarchy Setup Help Customer User Definition Contact Us Pest Threshold Setup gt Logout 4 Click on the User Setup option Selecting this option will display the Choose Customer Definition Screen 5 On the Choose Customer Definition Screen select the desired customer using the Customer Definition drop down menu _ Customer
94. reated Per 14 BACKROOM 0008 RIGHT OF 41 2008 BLLWERNE Treated Per Bestes 13 RECEVNG DSO 0017 BETWEEN 41 2009 BLLWERNE Removed Debrs 13 050 0016 OF 050 4 1 2009 BLLWERNE j Trestad Per Get complete details st Pest QTY Producti 4 1 Board 1 Giue Board 2 Board 1 Board 2 Glue Board 1 Board 1 Board 4 1 Board 1 2 Board 1 Giue Board 2 Board 1 Board 8 5 o 20000000804 300000000 th Gh Gh Gh Gh Gh Gh Gh an on oan 88 Thursday October 08 2000 Pest QTY Drill Down Report Period From 01 01 2009 to 04 01 2009 Location ay au Al Zone Pest All X Station Service Type Group By gt Product BRodent BRodent BRoach GRoach B ther Pest B ther Pest moths moths mFlies iFlies 11 8 Click the Refresh button The dashboard report reflects the service data from the selected Location Corporate Southeastern Market 0004 0003 0022 1 Station Pest QTY Drill Down Report Period From 01 01 2009 to 04 01 2009 Location 1154 Zone All Station Group pestrype Pest Type Pest Service Type Product 5 3 BRoach mOther Pest mFlies Beetles OBees and Hornets DAnts 27 PRODUCE 13 RECEIVING 050 18 ELECTRICAL ROOM 14 BACKROOM GROCERY 0010 0017 0001 0015
95. rop down hierarchy parameters at the top of the dashboard report Each hierarchy level dropdown becomes active when a selection has been made from the previous level in the hierarchy The following example steps are from the Drill Down Report using a Customer with a 4 level hierarchy The report user has Level 1 Corporate access NOTE It is not necessary to refresh the report between hierarchy level selections as is illustrated in the following steps The report user can drill down to the level of interest and then refresh the report to see that level reflected in the charts and service detail sieps 1 Click the Level 2 dropdown box and select from the list Pest QTY Drill Down Report Period From 01 01 2009 to 04 01 2009 Level 1 Corporate Location Pest Type All Level 2 All Zone Pest A Level 3 T Station Service Type Northwestern Market P Dy PestType Al Northeastern Market Southeastern Market 15 Total Pest QTY by Level3 Southwestern Market li Stored Product Pest BRodent BRoach B ther Pest moths Beetles OBees and Hornets OAnts gt Northwestern Market Southeastern Market Southwestern Market Northeastern Market SE Region 3 Waycross Valdosta Tallahassee Nashville SIN Region 1 SE Region 4 NE Region 2 NE Region 1 Region 1 Northwestern Americus SIN Jacksonville FL Chattanooga Savannah Hagerstown Rehoboth Beach Nashville
96. s Trested Per 4 5 7 30000000100 ae lt Beeties 4 79 408000004 Get complete details st Pest QTY Producti 4 Gue 1 1 Gue 2 Gue 1 Board 2 Giue 1 1 4 Gue 1 1 2 1 2 Giue Board 1 Thursday October 08 2000 Drill Down Report Complete Detail Page The Complete Detail page of the Drill Down Report appears when the Get complete details hyperlink is clicked Pest QTY Drill Down Detail Report Period From 01 01 2009 to 04 01 2009 Sve Pest Location Zone 21 Station 44 Date 53 svc Type siTech Comment Action 24 pest Pest QTY Products 21154 13 0015 RIGHT SipE or 1 7 2009 55 BILLWERN Acivity Treated Per Ants Ants 4 Gue Board 21154 14 BACKROOM 0008 RIGHT OF WEST 1 7 2009 SS BILLWERN Acivity Treated Ants Ants 1 Glue Board 21154 27 PRODUCE 0020 RIGHT OF EXIT 1 7 2009 55 BILLWERN Debris Present Removed Ants Ants 1 Board 21154 13 0017 BETWEEN 050 1 7 2009 55 BILLWERN Acivity Treated Ants Ants 2 Board 21154 13 0016 050 2 4 2009 55 BILLWERN Debris Present Removed Ants 1 Board 21154 18 ELECTRICAL 0010 UNDER 2 4 2009 55 BILLWERN Acivity Tre
97. s and Hornets BRoach W Other Pest Beetles OBees and Hornets DAnts BRoach mOther Pest uFlies Beetles OBees and Hornets DAnts Get complete details iPest Pest Producte i 4 1 Board 1 Gue 2 Board 1 Board 4 Board 1 Board 2 Gue 1 Board 1 Board 2 Glue 1 Board 2 Gue 1 Board 1 Thursday October 08 2000 BRoach W Other Pest Flies Beetles OBees and Hornets 10 Click the Refresh button The dashboard report reflects the service data from selected Zone Period From 01 01 2009 to 04 01 2009 Corporate 1 i Pest Type J Pm _ u SE Region 3 X i Service Type Daytona r Y Product DOther Pest DOther Pest DBeetles OBeetles BAnts BAnts 13 RECEIVING DSD Ether Pest DAnts 0 3 8 5 5 4 3 2 1 0 Svc Svc Station Pest Get complete details eiStation si Dat 1 Type Tech si Comment iObservationsiAction 41 Type iPest Pest QTY Producte OOISAUGHT SIDE 17 2008 Activity Tresed Per Ams Arts 4 Boars 24 2009 1 Board SO 24 2009 1 7 2008 24 2009 Activity Acity Dennis Present Deors Present SO 1 7 2008 SO 4 1 2009 47112009 34 2008 Pest QTY Drill Down Report Period From 01 01 2009 to 04 01 2009 Southeastern Market SE Region 3 ial Ether Pest
98. s displayed Customer Home Orkin Customer Care gt Administration gt Customer User Definition gt Create New User gt Static Reporting Wizard gt Enter JDE Code Contract gt Dashboard Reporting Batch Reporting Enter JDE Code Contract Administration Enter Contracts to Add Change Password gt Help Contract JDE Contract Contact Us Contract Code Logout Add to List 7 Click the arrow in the By Contract JDE field The options Contract and JDE Code are displayed 17 8 You opt to select Contract JDE Code If Contract is selected perform following steps a Enter a contract number b Click the Add to List button The customer associated with the contract entered is displayed 9 If you choose to select JDE Code perform the following steps a Click the drop down arrow in the By Contract JDE field and select JDE Code b Enter a JDE Code in the Contract Number JDE Code field c Click the Add to List button The customer associated with the JDE Code entered is displayed Customer Care Home Static Reporting Dashboard Reporting Batch Reporting Admnetraion Change Password Help gt Contact Us gt Logout Orkin Customer Care Administration Customer User Definition Search Existing Users gt Enter JDE CodesContract Enter JDE Code Contract Enter Contracts to Add By ContractilJDE JDE Code Contracet
99. s platform document interchange 4 PDF Quality level 100 gives the lowest image quality but the smallest PDF file size and 300 gives the highest image quality but the largest PDF file size Open Report Save Report 3 Click the Excel Data option and then click the Open Report button The following screen appears File Download X Do you want to open or save this file Mame default xls Microsoft Excel Worksheet 5 From 8 Always ask before opening this type of file harm computer IF you not trust the source da not open o While Files from the Internet can be useful some files can potentially W save this file What s the risk 50 4 Click Open The Excel appears in a new window File Edit View Insert Format Tools Data GoTo Favorites Help Location B JD JF FE 1 Location E 4185 4185 4185 1795 1795 1535 1535 1535 1535 2026 1345 1345 7196 7196 7186 7186 7186 90425 90425 90425 90425 1555 1555 1555 1555 3 4 EN EN EN 14 RI Id 4 gt Hs Sheet PRINTING REPORTS iv steps Rodent Bait Station Rodent Bait Station Rodent Traps Rodent Bait Station Rodent Bait Station E Rodent Bait Station Glue Board Rodent Bait Station Rodent Tra
100. sting Users Administration Search for Users to Maintain Change Password Search Type First Name ContactUs 0000 Search For Logout 2 Click drop down arrow in the Search Type field Select a search type option first name last name customer definition 3 Enter the appropriate information in the Search For field based on the option you chose in step 2 Example First Name Sharon 4 Click the Next button The results screen is displayed with a list of information that matches your search criterion L Customer Care _ Orkin Customer Care gt Administration gt Customer User Definition gt Search Existing Batch Reporting Search Existing Users gt Administration Search for Users to Maintain oe Search FirstName Help ContactUs earch For Next Next Results FirstName LastName Username Actions Definition Sharon Doe sharon doe acmecorp com acmecorp EditDelete Required Fields 4 BACK 22 5 Click the Delete hyperlink next to user A confirmation message appears to confirm deletion Je Ee Orkin Customer Care gt Administration gt Customer User Definition gt Search Existing gt Static Reporting Users Dashboard Reporting Batch Reporting search Existing Users gt Administration mI Search for Users to Maintain earch e First Nam gt Hep First Name
101. stomer Reporting system as the Internal Orkin Administrator 2 Click on the Administration option The Administration page is displayed with the User Setup Hierarchy Setup Customer User Definition and Pest Threshold Setup options displayed Customer Care Home Customer Care gt Administration Static Reporting Dashboard Reporting Administration Batch Reporting gt Administration From this page you can select how your pest management data is reported divisional User Setup regional or branch level You also can incorporate additional users and manage their access levels for downloading reports Hierarchy Setup grep Customer UserDefin Pest Threshold Setup 3 User Setup C gt Change Password gt Contact Us Logout 12 3 Click the Customer User Definition option The Customer User Definition screen displays Customer Home _ Static Reporting gt Dashboard Reporting Batch Reporting Administration Change Password Help Contact Us Logout Customer Care gt Administration gt Customer User Definition Customer User Definition Hello Nancy From this page you can add new customers and create groupings of customers for different report views Create New User Wizard Search Existing Users Search Existing Customer Definitions 4 Click the Create New User Wizard option The Create New User Wizard detail screen is displaye
102. t Your Password Return to Login Reset Password Username SUBMIT 3 Enter your User name 4 Click the Submit button 10 5 The Password Reset message screen displays with the following text Customer Care Reset Your Password Password Reset Return ta Login Thank you for your request temporary password has been sent to your email address If you have do not receive your new password in a timely manner please call 1 800 500 6216 email us at customercaremeorkin coim 6 Locate the email from customercare orkin com and use it to log into the system Your Orkin PowerTrak Reporting Password Has Been Reset _ustamerrkeporting orkin cam To Alana Strickland Your new password is VoqqRces you have any questions please call 1 900 599 6216 or email us at customercareltorkin com Thank You Orkin Client Services 7 When you log in the next time using the reset password you will be directed to the Change Password screen to change the temporary password to one of your choosing 11 CHAPTER 3 CUSTOMER DEFINITION As the Internal Orkin Administrator your responsibility will be to add new customers and create report groupings that will provide clients with specific report views of their pest management data In order to add new customers and create report groupings perform the following steps CREATE NEW USERS AND ASSIGN TO SINGLE LOCATION iv steps 1 You must be logged into the Cu
103. te fields click the corresponding Save icon Orkin Customer Care gt Administration gt User Administration User Administration This page ig a GREAT way to manage user s access Prior to adding users we recommend completing your Hierarchy page You will be able to add additional users and manage their access to reports Managing user s access to your reports can be completed by simply deleting deactivating and activating the user You also can incorporate which folder or locations from your hierarchy the user is able to view Please click the save icon for each user or your changes will not be saved Reporting Users Ey New User Email _ NEWUSERI1Q com ROL RPRT ADMIN ROL_RPRT ORKIN COM ROL BATCH ADMIN new 125user idomain com new 1 1userg idomain com kyoungpeter1 00 rolling info radardemand com Lae Se LI First NEW Rollins Rep Rollins erica erica kim info 4 of LastName Job Title USER MANAGER Rollins Admin Reports Rallins Reports nobles nobles youngpeter info Phone TIO TTO T 701 9129648736 9129648736 110 240 8923 111 222 3333 an lt lt Back Please click the save icon for each user or your changes will not be saved Ext Active Save Delete Save User 1 Resp esp es Displaying users 1 11 of 46 d 10 Clicking on the Sa
104. teria from standardized data Dashboard Reporting these interactive reports will accept input and will allow you to enter criteria to better suit your business needs static Reporting O PowerTrak amp Interactive Dashboard Reporting Change Password contact Us We know how important it is to have timely and accurate data on your pest management program so if you have any trouble using this application don t hesitate to follow the Contact Us link we re here to resolve your issue as quickhy as possible 50 you ll have the information you need 71 2 Click on PowerTrak 9 Interactive Dashboard Reporting option The PowerTrak Interactive Dashboard Reporting report selection screen displays Customer gt PowerTrak Interactive Dashboard Reporting TU POWERIRAK Choose Customer Select a Customer select Date From 11712 2009 HERI To 11 12 2009 TB Select Your Report Select a Report gt SUBMIT HOTE Changes to the Customer Hierarchy are refreshed every hour for Dashboard reports It is recommended that you wait an hour after making a hierarchy change before running amy Dashboard report 3 Step 1 Select the customer you wish to view the report for Note Only internal users will do this step 4 Step 2 Click on the calendar symbol next to the From field The calendar expands Select the From date for your report A valid date is the previous d
105. the Group By dropdown iv steps 1 Click the Group By dropdown and select from the listing Level 1 Level 2 All Level 3 Level 4 Corporate m Location Zone Station Group Northwestern Market Jacksonville Southeastern Southwestern Northeastern Chattanooga Savannah Hagerstown Pest QTY Drill Down Report Period From 01 01 2009 to 04 01 2009 BRodent ERoach B ther Pest uFlies Beetles and Hornets DAnts PestType 2 Pest All X Senice Type Product All m Refresh Rehoboth Beach Waycross Valdosta Tallahassee Nashville SW Region 1 SE Region 4 NE Region 2 NE Region 1 Nashville North Baltimore West Salisbury MD Washington Region 1 Northwestern Nashville South Americus Knoxville Stored Product Pest BRodent BRoach Other Pest mMoths Flies BBeetles GBees and Hornets BAnts Stored Product Pest BRodent BRoach Pest Moths Beetles Bees and Hornets BAnts Parent Location Waycross Valdosta Jacksonville FL Jacksonville FL Dayna Level 1 Level 2 All Level 3 Level 4 Corporate Station 0002 INSIDE OF 0017 ON PANEL 0017 ON PANEL 0009 LEFT OF 0016 LEFT OF GE 0009 LEFT OF 0009 LEFT OF 0003 SIDE OF 0003 0022 UNDER 0025 ON STEPS 0025 ON STEPS 0019 0012 BACK ROOM 0015 RIGHT SDE Location Zone Stat
106. this page or your changes will not be saved 29 CREATING ASSOCIATED LEVELS 1 From the Hierarchy Administration screen click on the level that requires a sub level to be added Once the hierarchy name is highlighted click on the New icon This action will generate an empty text box for the name of the sub hierarchy level B Orkin Customer Care gt Administration gt ierarchy Administration Hierarchy Administration All folders need to be created that reflect your organizational structure into the Create Hierarchy levels section below secondly drag your locations listed on the right side of the screen to the appropriate hierarchy folder In order for a location to display a report the location will need to listed within a folder at the lowest level of your organizational structure Please click the save icon before leaving this page or your changes will not be saved Create Hierarchy Levels Locations Drag Locations to Hierarchy Level to Assign Address City State Assigned BARTOW FL 33830 2 THE VILLA FL 32162 WESLEY FL 354000 SAINT PETE FL 33710 SAINT PETE FL MIAMI FL LAKELAND FL PEMBROKE FL BOYNTON FL CLERMONT FL IRMO lt lt Back Please click the save icon before leaving this page or your changes will not be saved 2 Once the New Sub Hierarchy name has been input click on the Save icon to save the entry Orkin Customer Care gt Administra
107. ting these interactive reports will accept input and will allow you to Suit your business needs PowerTrak Static Reporting PowerTrak Interactive Dashboard Reporting Batch Reporting Administration Change Password contactus We know how important it is to have timely and accurate data on your pest management program 20 if you have any trouble using this application don t hesitate to follow the Contact Us link we re here to resolve your issue as quickhy possible 50 you ll have the information you need CHANGING PASSWORD To change your password perform the following steps steps 1 Click on the Change Password option on the Customer Care Center page 2 The Change Password screen displays Custamer Care Home Static Reporting _ Dashboard Reporting Change Password Customer Care gt Change Password Administration Please complete all fields below to change your password Once you click Submit Pos es your password change will take effect immediately Help Passwords must contain at least 6 characters and include a minimum of 1 number 1 Contact Us upper case letter and 1 lower case letter Old Password New password Confirm Password Logout SUBMIT 3 Enter the Old password 4 Enter New password 5 Confirm New password 6 Click the Submit button The following message displays Thank you Your password has been successfully c
108. tion Zone Station Group By Stored Product Pest BRodent BRoach B ther Pest uFlies OBees and Hornets DAnts Pest Type Pest Service Type Product au z Stored Product Pest BRodent GRoach B ther Pest Moths ElBeetles OBees and Hornets OAnts SE Region 3 Location iZone 11 EXTERIOR REAR 11 EXTERIOR REAR 21 MOP DRAIN 26 DELUBAKERY 13 050 Daytona 14 BACKROOM Daytona 27 Dayna 13 RECE V NG DSO 13 050 Daytona 18 ELECTRICAL 13 RECEWINGDSO Dayna 13 RECEVING DS0 Daytona 13 RECEWING DSO 13 RECEWINGDSO Dayna 10 EXTERIOR Parent Jacksonvwe FL Jacksonville FL Jacksonville FL Jacksony FL Osytons Corporate m Southeastern Market m m 1 Station Jacksonville FL Svc Type Tech Svc 1 Dat si 1 28 2008 1 28 2009 318 2009 1 28 2009 1 7 2009 1 7 2009 1 7 2009 1 7 2009 24 2009 24 2003 24 2009 0025 ON STEPS 0025 ON STEPS 0019 0012 BACK ROOM 0015 RIGHT SIDE 0008 RIGHT OF 0020 RIGHT OF 0017 BETWEEN 0016 LLEFT OF DSO 0010 UNDER EM 0015 RIGHT SIDE 0017 BETWEEN 24 2008 0017 BETWEEN 344 2009 0016 OF 050 1 7 2009 0005 BEHIND SCOA 3 2 2009 Gh th th Gh ER Gh Gh te Ge eh Gh oe eh ER E Stored Product Pest BRodent DRoach B ther Pest moths mFlies Beetles OBees and Horne
109. tion gt Hierarchy Administration Hierarchy Administration All folders need to created that reflect your organizational structure into the Create Hierarchy levels section below Secondly drag your locations listed on the right side of the screen to the appropriate hierarchy folder In order for a location to display a report the location will need to be listed within a folder at the lowest level of your organizational structure Please click the save icon before leaving this page or your changes will not be saved Create Hierarchy Levels Locations Drag Locations to Hierarchy Level to Assign New Remove 5 Address City State Zip Assigned To 528 TEST HERARCHY BARTOW FL 33830 L t TEST SUB LEVEL THE VILLA FL 32162 WESLEY FL 33544 SANT PETE FL 33710 SAINT PETE FL 33713 MIAMI FL 33144 LAKELAND FL 33801 PEMBROKE FL 33024 BOYNTON FL 33426 CLERMONT FL 34711 IRMO lt lt Back Please click the save icon before leaving this page or your changes will not be saved 30 3 notification box will display a confirmation that changes are being saved Orkin Customer Care gt Administration gt Hierarchy Administration Hierarchy Administration All folders need be created that reflect your organizational structure into the Create Hierarchy levels section below secondly drag your locations listed on the right side of the screen to the appropriate hierarchy folder In order
110. tion Inventory P 0 W E RT R A K Current listing of all reported devices stations and pest management inventory on premise Report Date 05 18 09 Customer Name Address Oe o o gt Type Name Rodent Bait Station Outside Protecta Rodent Bait Station Protecta Rodent Traps Glueboard Mouse Total Customer Name Address oo om 9 3 search dialog appears left OC First Prev Next Last Goto Page I L 100 ew Search Search Now Help X User selects New Search Total 2 User clicks report field Customer Name Address Click on a report field to add it to the search Type Report Field Display traplype Rodent Bait iv Rodent Bait Station Pheromone Traps 3 User enters search us amy Rodent Traps Search Now value P Total Customer Name Address Type Download Print ES FLU wo me Name 222 Outside Protecta Plastic Rat Diamond Trap Tin Cat Trap BF FLO WIL c 1 Name 4 Click the New Search option in the search dialog This step is not necessary if this is the first search 54 5 Click report field to add it to search The selected report field and value text box displays in the search dialog 6 Enter a search value in the Value box using as a wildcard if desired and click the Search Now option The search results appear Next Last
111. ts BAnts Savannah Station Comment a ot Get complete details 1 Pest QTY Product i 20 CyKi CS 2 CS Cy Kick CS o 4 Board 1 Board 1 Board 2 Board 1 Board 2 Board 1 Board 1 Board 4 1 Board 1 iObservation Action 1 Foul Odor Present Sant ze Ares Debes Present Remove Dens Activity Treated Per Activity Treated Per Activity Treated Per Activity Treated Per Removed Deans Treated Per Removed Deons Treated Per Per Removed Deons Removed Deons Treated Per Treated Per 3 ddddddddddddd i 8 Pest QTY Drill Down Report Period From 01 01 2009 to 04 01 2009 Location Zone Station Group By Pest Type awo Pest All X Senice Type Product All Refresh Stored Product Pest BRodent GRoach B ther Pest moths 800 700 Stored Product Pest BRodent BRoach DOther Pest moths 76 6 Click Refresh button Since this is lowest level in the Customer s 4 level hierarchy a new dashboard screen appears with charts for location zone and station reflecting the service data from the selected Level 4 If the Customer does not have a hierarchy this will be the only screen the report user will see Pest QTY Drill Down Report Period From 01 01 2009 to 04 01 2009 Level 1 Corporate Location X Pest Type All
112. type thresholds that are defined the Corporate Pest Activity Report will look at the pest quantities in the PowerTrak service records reporting only those service records with pest quantities that exceed the threshold for the associated pest type SETTING PEST THRESHOLDS sieps 1 You must be logged into the Customer Reporting system as the Internal or External Orkin Administrator 2 Click on the Administration option Customer Care Home gt Static Reporting gt Dashboard Reporting gt Batch Reporting gt Administration Change Password Help Contact Us Logout Customer Care gt Welcome Customer Care Center Hello Nancy and thank you for using Orkin s Customer Care Center From this page you can view PowerTrak amp reports and manage your report settings and account profile these reports are run using predetermined criteria from standardized Dashboard Reporting these interactive reports will accept input and will allow you to enter criteria to better suit your business needs PowerTrak amp Static Reporting PowertTrak Interactive Dashboard Reporting Batch h Reporting change Password contact 5 We know how important it is to have timely and accurate data on your pest management program 20 if you have any trouble using this application don t hesitate to follow the Contact Us link we re here to resolve your issue as quickly possible 50 you ll have the information you
113. using this application don t hesitate to follow the Contact Us link we re here to resolve your issue as quickly possible 50 you ll have the information you need 26 3 The Administration Screen below will be displayed with the options of User Setup Hierarchy Setup Customer User Definition or Pest Threshold Setup Customer Care Home Static Reporting gt Dashboard Reporting Administration Batch Reporting Administration From this you select how your pest management data is reported divisional User Setup regional or branch level You also can incorporate additional users and manage their access levels for downloading reports Customer Care gt Administration Hierarchy Setup Customer lser Defin Pest Threshold Setup B User Setup Change Password 9 Hierarchy Setup Help customer User Definition Contact Us Pest Threshold Setup Logout 4 Click on the Hierarchy Setup option Selecting this option will display the Choose Customer Definition Screen 5 On the Choose Customer Definition Screen select the desired customer using the Customer Definition drop down menu gt 5 A gt Customer Care _ Customer Care gt Administration gt Choose Customer Definition gt Static Reporting _ Dashboard Reporting Choose Customer Definition gt Batch Reporting Administration Choose Customer Definition
114. ve Icon will generate a Status Window Click OK to complete the New User setup process Orkin Customer Care gt Administration gt User Administration User Administration This page is a GREAT way to manage user s access Prior to adding users we recommend completing your Hierarchy You will be able to add additional users and manage their access to reports Managing user s access to your reports can be completed by simply deleting deactivating and activating the user You also can incorporate which folder or locations from your hierarchy the user is able to view Please click the save icon for each user or your changes will not be saved Reporting Users User NEWUSERTG ROL_RPRT_ADMIN ROL_RPRT ORKIN COM ROL BATCH ADMIN new 125user domain com new 1 1uzer domain com kyoungpeter1 00 rolling info radardemand com of First NEW Rollins Rep Rollins kim info Pam ln Last Jab Title USER MANAGER Rollins Admin Reports Rollins Reports nobles nobles youngpeter info Report Access Phone 404555 2222 111 222 3333 Am lt lt Back Please click the save icon for each user or your changes will not be saved Ext Save Delete xX x F x Displaying users 1 110746
115. ve icon before leaving this page or your changes will not be saved Create Hierarchy Levels Locations Drag Locations to Hierarchy Level to Assign Remove Name Address City Zip Assigned To Hj 9 TEST HIERARCHY BARTOW 33830 2 THE VILLA 32162 WESLEY C 33544 SAINT PETE 33710 SAINT PETE 33713 MIAMI 33144 LAKELAND 33801 PEMBROKE 33024 BOYNTON 33426 CLERMONT 34711 IRMO lt lt Back Please click the save icon before leaving this page or your changes will not be saved 9 notification box will display a confirmation that changes are being saved Orkin Customer Care gt Administration gt Hierarchy Administration Hierarchy Administration All folders need to be created that reflect your organizational structure into the Create Hierarchy levels section below Secondly drag your locations listed on the right side of the screen to the appropriate hierarchy folder In order for a location to display on a report the location will need to be listed within a folder at the lowest level of your organizational structure Please click the save icon before leaving this page or your changes will not be saved Create Hierarchy Levels Locations Drag L New Remove E Assigned d TEST HIERARCHY Mold ronde SAINT SAINT PETE MIAMI LAKELAND PEMBROKE BOYNTON CLERMONT lt lt Back Please click save icon before leaving
116. wing How to create a New Hierarchy Level How to create a Sub Hierarchy Level How to assign locations to individual levels of the company How to remove a location from the Hierarchy CREATING HIERARCHY LEVELS HY steps 1 You must be logged into the Customer Reporting system as the Internal Orkin Administrator 2 Click on the Administration option located in the left hand navigation bar or the Administration link under Customer Care Center gt Customer Care Home gt Static Reporting Dashboard Reporting C sto mer nte gt Batch Reporting Customer Care gt Welcome Hello Nancy and thank you for using Orkin s Customer Care Center From this page gt Administration you can view PowerTrak amp reports and manage your report settings and account Change Password profile Help Static Reporting these reports are run using predetermined criteria from standardized Contact Us auc REPOMING tese reports are run using predetermined trom standaratz data Logout Dashboard Reporting these interactive reports will accept input and will allow you to enter criteria ta better suit your business needs PowerTrak Static Reporting Interactive Dashboard Reporting Batch Reporting Administration Change Password contactus We know how important it is to have timely and accurate data on your pest management program 20 if you have any trouble

CRP 2.2 Internal User Manual

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