LEGEND
other
The Individual Portal Homepage has 6 zones with clickable actions (see buttons/links TAB).

1. Individual (Accounts & Applications)
...this is listing of all portal accounts in the system that you control

 2. Actions
...this contains blue buttons to access key features i.e. staff admin, all documents, and Exam schedules etc

 3. .List All Individual User Applications.
...this is listing of all applications in the system that you control.

4. Application Totals.
...this shows the status of all applications you control.

5. More Info (Discovery)
...this allows access to business & individual search and info center that has other "Info Center" resources

 6. Other Info (Activities)
...this gives you access to help resources and Legend
Below are summary of available buttons and links that are clickable actions

1. Application Totals (Staff) 2020-2023
...each number is clickable for generating a report of records associated with the amount shown

 2. Manage
...Manage All Applications button - generates a report of all applications listed from the latest to the earliest order

 ...Applications Overview button- gives access to a more comprehensive management function of all application

 ...Manage Accounts button - gives access to a more comprehensive management function for All Portal Account

 ...Manage Account Requests button - generates a report of all requests for account & access to the badges Portal

 3. Actions
...Staff Admin Area button - takes you a more comprehensive management page for staff actions and reports

 ...View All Documents button - this is a quick access to manage all documents in the system

 ...Go to Exams and Training button - takes you Exams homepage for managing scheduling of Exams and Training

 4. More Info
...Discovery Info bar - this allows access to business & individual search and info center that has other "how to" resources

 5. Other Actions
...Activities bar - gives access to the help ticket system and system related assistance
This system has 2 account levels. ...

1. You need a QuickBase account to Log in . ...
2. You need a Portal account to register you membership in the system to give you strict access to all of your data and information and correct navigation. ...

Terms and usage ...

QuickBase Account Holder - This is an active QuickBase account with Login permissions to use the Online Application Portal.

Portal Accounts - 
- Individual Account - Is a Portal Account that is created to manage Individual certifications.

- Business Account - Is a Portal Account that is created to manage Business certifications  and / or Employee accounts and associated applications created by the business.

- Employee Account - Is a Portal Account that is created and controlled by a Business Account via the Business POC/Manager.
Symbols and marks...


[?] = This is a help link that will give details in a pop-up window

*any link = This is a help link that will give details in a pop-up window

tiny yellow bubbles =This is a help link that will give hints/tips activated by a mouse hover

drop down menu field = contains selections for actions i.e. getting account or application info

Mx = used in the report title to track and organize Migration activity of old data
...these reports will be deleted after migration in completed

Understanding the ID#...


L. = this indicates that a record is a Lead=based Paint application
.. = this indicates a test application, the number after it is the record ID number of the application.
~ = this indicates an existing parent relationship via the Individual, Business or Employee Account.
i. = Individual account, the number after it is the record ID number for the application.
b.= Business account, the number after it is the record ID number for the application.
e.= Employee account, the number after it is the record ID number of the employee account (managed only by a business manager).
xa. = this indicates an abandoned application (the public made an attempt by never finished and saved the entries.
^ = this indicates an anonymous application entered into the system without having an account.
^^ = this indicates an account holder used the legacy application process vs. The account-based system process.

Example #1 (a..10412.~i.608.) (this is an Individual application).
...This is a test application #10412 that belongs to Individual Account #608

Example #2 (L.10412.~i.123) (this is a Business application).
...This is a valid application #10412 that belongs to Business Account #123

Example #2 (L..10412.~b.84.) (this is a Business application).
...This is a valid application #10412 that belongs to Business Account #84

Example #3 (L.10412.~e.608) (this is an Employee application).
...This is a valid application #10412 that belongs to an Employee Account #608 and managed by Business Account Manager only
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What does auto mean?
Fields in:

Fields to Extract:
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When you bring additional fields into a conversion, Quickbase often finds inconsistencies. For example, say you're converting your Companies column into its own table. One company, Acme Corporation, has offices in New York, Dallas and Portland. So, when you add the City column to the conversion, Quickbase finds three different locations for Acme. A single value in the column you're converting can only match one value in any additional field. Quickbase needs you to clean up the extra cities before it can create your new table. To do so, you have one of two choices:

  • If you want to create three separate Acme records (Acme-New York, Acme-Dallas and Acme-Portland) click the Conform link at the top of the column.
  • If the dissimilar entries are mistakes (say Acme only has one office in New York and the other locations are data-entry errors) go back into your table and correct the inconsistencies—in this case, changing all locations to New York. Then try the conversion again.

Read more about converting a column into a table.

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