Program Administrator Tutorial
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Introduction
Navigating ASQ Online
Your Role: Program Administrator
Step 1: Adding Keycodes
Step 2: Setting Your Screening Preferences
Step 3: Adding Program Users
Step 4: Adding Child Profiles
Screening Management
Reports
Family Access
Additional Resources
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Welcome to the ASQ Online Getting Started
Tutorial for Program Administrators.
This tutorial will walk you through all the basic
steps to help you set up your program.
Let's get started!
Navigating ASQ Online
To log in to ASQ Online, go to www.asqonline.com
and enter your username and password.
ASQ Online is set up so that you can easily
navigate through the system using the top
navigation menu and the Quick Links.
At the top of each ASQ Online page you will find
the
top navigation menu
.
This menu will take you to the different pages of
ASQ Online, including your
Home
page,
My Profile
,
Program
,
Child Profiles
,
Screening Management
,
Reports
, and (if
applicable)
Family Access
.
On the left-hand side of each ASQ Online web
page, you will find the
Quick Links
.
The list of Quick Links provided is specific to the
page you are currently viewing.
Quick Links are designed to help you complete
various tasks within the different pages of the
site.
The
Help
Quick Link will always appear as the last
Quick Link, no matter what page of ASQ Online
you are viewing.
The
Help
page provides up-to-date information
on ASQ Online including FAQs, Tutorials, User
Manuals, contact information, and other online
help documentation.
Your Role: Program Administrator
As Program Administrator, you are responsible for
managing all facets of your program within ASQ
Online.
These responsibilities include entering the
keycodes for your program, setting screening
preferences, adding program users, and adding
Child Profiles.
The links found on the top navigation menu are
specific to your role as Program Administrator.
The
Home
page is where you can access all
Child Profiles, Screenings, and Help items.
The
My Profile
page is where you can view and
edit your profile information, change your
password, create and manage your personal
notes and files, manage your user access, and
create personal alert messages.
The
Program
page is where you will find
information regarding your program, add program
users, add custom tasks, import and export data,
and set your screening preferences.
The
Child Profiles
page is where you will
manage all Child Profiles within your program,
assign users to children, and view individual
screenings.
The
Screening Management
page is where
you can schedule screening tasks and non-
screening tasks, generate and print screening
and follow-up materials, create your own
program-specific documents and groups of
documents, and keep track of the status of
scheduled tasks for all children in your program.
The
Reports
page is where you can generate
program-specific reports.
Finally, if you are a Family Access subscriber, the
Family Access
page is where you will create and
manage your Family Access web page used for
online questionnaire completion, and accept or
reject screens that have been submitted to your
program through Family Access.
Setting Up Your Program
Step 1: Adding Keycodes
The first thing you will want to do when setting up
your program is to add the keycodes.
ASQ keycodes are required to unlock the ASQ-3
and ASQ:SE questionnaires within your ASQ
Online system.
Without a keycode, you cannot properly set up
your program, and your Providers will not be able
to complete a screening for a child.
Keycodes are located on the inner flap of your
ASQ-3 and ASQ:SE boxes. There is a separate
keycode for each product purchased.
For your program to have access to
questionnaires, the 16-digit keycode needs to be
entered into your program.
To enter your keycode, select
Program
from the
top navigation menu.
Click the
Add
tab to the right of the Keycodes tab.
Enter in the keycode exactly as it appears on
your ASQ-3 and/or ASQ:SE box. Then click
Save
.
Repeat these steps for each questionnaire type
that your program will be using to screen children.
Step 2: Setting Your Screening Preferences
As Program Administrator, you have the option to
set screening preferences, so that screening
tasks are automatically created for your children
per the screening standards of your program.
You can set preferences so that screening tasks
are automatically created when a child enters the
program, reaches a certain age,
is age-appropriate for your program's
recommended screening intervals,
or a child needs to be re-screened based on the
prior screening scores.
Note that setting screening preferences is
optional, and you can pick and choose which
preferences to set so that they meet the needs of
your program.
When setting preferences, screening tasks will
only be created for children who have an
assigned Provider, and no past due tasks will be
created.
To set screening preferences, go to the
Program
page by selecting
Program
from the top
navigation menu.
Select the
Screening Preference
s Quick Link.
Click the
Add
link next to the preferences you
wish to set and enter the required information.
When finished, click the
Save
button at the
bottom of the page.
Any children who meet the criteria set for your
screening preferences will have automatic
screening tasks created for them by ASQ Online.
For more detailed information on screening
preferences, please see
Section 5 Screening
Preferences
of the Program Administrator User
Manual.
Step 3: Adding Program Users
The next step in setting up your program is to add
your program users and assign role access to
these users.
Users can be Program Administrators, Providers,
and/or Reviewers.
Note that if you are a Program Administrator of a
Pro account, you are the only Program
Administrator.
Only Enterprise accounts can have more than
one Program Administrator.
Program users can have multiple roles. For
instance, if you would also like to be able to enter
screening data for children in your program,
you can assign yourself Provider access so that
you can be both a Program Administrator and
Provider.
To add a program user, go to the
Program
page
by selecting
Program
from the top navigation
menu.
Select the
Add Program User
Quick Link.
Enter in all required information (required fields
are indicated by a red asterisk).
From the "Role" drop-down menu, select whether
this person will be a Program Administrator,
Provider, or Reviewer.
Enter a username for this user. It is recommended
that the username is the person's first intial and
last name.
When finished, click the
Save
button at the
bottom of the page.
The user will receive an automatic email from the
system that includes their username and steps to
create a password.
If you wish to add role access to an existing user,
select
Program
from the top navigation menu.
From the Quick Links menu, depending on the
role access you wish to add, select either
Add
Program Administrator Access
,
Add
Provider
Access
, or
Add Reviewer Access
.
Put a check mark in the box next to the person's
name and click the
Add
button.
This user will now have access to both roles.
They can switch between user roles by using the
drop-down menu at the top of the page.
Step 4: Adding Child Profiles
The final process in getting your program set up
is to enter the children that will be participating in
your program.
There are 3 steps to adding a Child Profile:
Entering the child information, adding a Caregiver
Profile, and assigning a Provider to the child.
Providers are the only users able to enter
screening information for a child, and they can
only access the Child Profiles that have been
assigned to them, so it is very important that you
assign Providers to each Child Profile.
To add a Child Profile, go to the
Child Profiles
page by selecting
Child Profile
s from the top
navigation menu.
Select the
Add Child Profile
Quick Link.
Enter the required information (required fields are
indicated by a red asterisk). Then click the
Save
button.
Next you will need to add at least one caregiver to
the Child Profile.
A caregiver is a parent, foster parent, or other
relative in charge of the care of this child.
From the child's profile page, click the
Add New
Caregiver
Quick Link.
Enter in the required information (required fields
are indicated by a red asterisk). Then click
Save
.
The final step is to assign a Provider to the child.
From the child's profile page, click the
Add
Provider/Reviewer
Quick Link.
Locate the Provider you would like to assign to
this child, from the list. Put a check mark in the
box to the left of the Provider's name.
(Note that you can assign multiple Providers to a
child.)
Then click the
Add
button.
The Provider will now be able to access and enter
screening data for that Child Profile.
Once you have completed steps 1 through 4,
your program is set up and ready to go.
Let's take a brief look at several other features
available to you as a Program Administrator.
Screening Management
The
Screening Managemen
t page of ASQ
Online is where you can schedule and manage all
of the screening and follow-up tasks for the
children in your program.
From this page, you can:
Schedule a screening task or a non-screening
task, such as a follow-up task.
View a list of screenings due to be mailed to
caregivers...
...a list of screenings that have been mailed to
caregivers but not yet returned to your program...
...and a list of scheduled screening tasks that
have been completed.
View a list of non-screening tasks that are due,
and tasks that have been completed.
View and print system-created packets, and
create program packets for all users in your
program.
Packets are groups of documents that can be
printed and mailed together.
And finally, from this page you can view and print
documents provided by the ASQ Online system,
as well as create program documents for all users
in your program.
For more detailed information on Screening
Management and all of its functions, please see
Section 9 Screening Management
of the
Program Administrator User Manual.
Reports
Within ASQ Online there are multiple reports you
can generate, pulling together aggregate data
from your program.
You can choose to download these reports as
PDF files, CSV files, or you can preview the
report in a separate browser window.
To run a report, go to the
Reports
page by
selecting
Reports
from the top navigation menu.
This page will give you a list of all reports
available to you to generate. Click the name of
the report you would like to generate.
When running reports, there are many ways to
generate any one report so that it includes as
much or as little information as you would like.
Each report has its own set of criteria that can be
narrowed down to include the information most
relevant to your report.
These criteria are listed on the report generation
page as fields or drop-down menus.
Leaving a field or drop-down menu blank, prior to
generating a report, indicates that you would like
to see all data pertaining to that field.
After you have selected your report generation
criteria, click
Generate Report
.
The page will display a "report status" while the
report is being processed.
Three report generation options will appear:
Download PDF, Download CSV, or Preview
Report. Select the option for your report.
Note that if you have a large amount of data, the
report may take a little longer to run.
Once you have started to run a report, you can
leave the page and continue your work in ASQ
Online.
To check the status of the report, you can select
the
Recent Reports
tab on the
Reports
page.
Once the report has finished running, you can
then download it from this page as well.
Family Access
Family Access is an online questionnaire
completion system - an additional module that is
seamlessly integrated with your ASQ Enterprise
or Pro account for an additional subscription fee.
If you are a Family Access subscriber, you will
notice that you have a
Family Access
page
within ASQ Online.
This page will allow you to create websites where
you can direct caregivers to complete screenings
for their children online.
Once accepted by you, the screens that were
entered via Family Access automatically become
part of your program screens.
There is no additional data entry necessary to
enter screening results.
If you are not a Family Access subscriber but are
interested in purchasing, please contact our
Customer Service department at
1-866-638-3775
or email
custserv@brookespublishing.com
.
For more information on Family Access, please
see
Section 10 Family Access
of the Program
Administrator User Manual.
This tutorial has covered all the basic functions of
a Program Administrator.
For more detailed information regarding the
Program Administrator role and all its functions,
please see the
Program Administrator User
Manual
, located in the
Help
section of ASQ
Online.