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Onscreen shows an Internet Explorer web page titled “Client Summary”.
Narrator: Today we are going to look at the Navigation Tips to assist you in navigating within ACOA Direct. Thank you for taking time to listen to this video as it is intended to better prepare you in understanding the use and practicality of ACOA Direct.
When you open ACOA Direct, by default, the system will display the language selected in your browser. If you wish to change, click on the ‘Français’ or ‘English’ hyperlink to get the view you desire.
Onscreen the narrator moves the mouse pointer to the top left of the navigation bar where there is a ‘Francais’ hyperlink. The narrator then moves the mouse pointer to the ‘Home’ hyperlink on the top menu bar.
Narrator: The ‘Home’ link is the view that you would get when you first come into ACOA Direct and it welcomes you and you have a list of the clients that you have accounts with.
Onscreen the narrator moves the mouse pointer over the ‘Help’ hyperlink.
Narrator: You also have a link here for Help.
Onscreen the narrator clicks the ‘Help’ hyperlink. A new webpage is displayed with the title “Help for ACOA Direct Services”. The page includes hyperlinks to other ACOA Direct help files and videos.
Narrator: If you click on that, the system will provide you with a list of all the help files available for you, as well as any pertinent videos that are provided within these help files.
Onscreen the narrator returns to the ACOA Direct Client Summary web page and moves the mouse over the Site Actions tab at the top left-hand corner of the page, directly above the menu bar.
Narrator: There is a link here to Site Actions where you can view all site contents, as well as a Tab Page, here.
Onscreen the narrator moves the mouse pointer right and over the Page tab.
Narrator: These are SharePoint features that are not essential to the navigation and usage of ACOA Direct.
Onscreen the narrator circles the mouse over the Search text field which is on the right hand side of the menu bar.
Narrator: There is a Search field here that you can type in a word or a phrase and the system will search all the client sites that you are registered with.
Onscreen the narrator moves the mouse pointer to the bottom left-hand corner of the page where there is a navigation menu. She hovers over the Manage Your Accounts link.
Narrator: You will note a link down here called Manage Your Accounts.
Onscreen the narrator clicks on the Manage Your Accounts hyperlink and a new page is displayed with the title “Manage Your ACOA Direct Account”. This web page consists of three pre-populated text fields with the labels “Name”. “Email Address” and “Confirm Email Address”.
Narrator: If you click on that link, it will provide you with the ability to change your email address that you currently use to be recognized within your Access Key account. You can change the Name and Email Address at any time. The system will recognize this when you log in to Access Key. Your User ID and Password will not be recognized if you change your email address and do not update it here in your account.
Onscreen the narrator moves the mouse to the left-hand side of the page where there is a list of menu items with the heading “Client Info”. The first two items are “Summary” and “Projects”.
Narrator: You have a list of menu items here on the left side. You click on any of these and the system will provide you with the view to each of those sections.
Onscreen the narrator clicks on the “Projects” hyperlink and a new web page is displayed which has the title “Projects”. The page consists of a table with the headings: Project Number, Description, ACOA Assistance, Disbursed (Net) and Status. The narrator clicks on a Project Number hyperlink and the Project Summary web page is displayed.
Narrator: So, if I click on Projects from the client info, I get a list of all the projects and if I click on any project hyperlink, it will bring me to the project details for that specific project. Note that the system highlights any menu item that is specific to the view.
Onscreen the narrator moves the mouse pointer over various hyperlinks.
Narrator: The system will allow you a direct link to any additional information where you see a number or word underlined.
Onscreen the narrator moves the mouse pointer over the left-hand navigation menu and clicks on the Payments hyperlink. The Payments page is displayed which consists of a table with the columns Claim Date, Claim Amount, Payment Account, Cheque # and Status. She then demonstrates how to change the sort order of columns by clicking on the column header.
Narrator: If I go to Payments, a table is displayed with various columns. Tthe projects here are the payments or the repayments. You can click on the header of the column and the system will reverse the orders. You can go in Ascending or Descending order by clicking on the arrow or simply click on the column title and the system will change the order. When you are at the project view, in order to return to the client view information you need to click on the hyperlink here (Client Info) which brings you back to that view.
You will note here that the system uses a crumb trail (sic) where you can click on this. For example, here in this particular project, I’m at the Payments and All Payments view.
Onscreen the narrator clicks on the Project Number crumb trail just above the top menu bar and returns to the Project Summary web page.
Narrator: If I click on the project number here, it returns me to the tombstone information of that project.
Onscreen the narrator moves the mouse pointer up to the top left of the screen and moves over the Internet Explorer browser’s back and forward buttons.
Narrator: The Back button here returns you to the last page you visited before the page you are currently viewing. If you have used the back button, use the forward button to return to the page you visited after the page you are currently viewing.
Onscreen the narrator moves the mouse pointer to the Log Out button on the right-hand side of the screen above the menu bar.
Narrator: Your online session will timeout after eight hours of inactivity, including filling in the claim form or drafting a secure message. However, in terms of security, if you leave your computer unattended, it is a good practice to logoff in order to protect your secure information.
Please note the Logout button here. This button will log you out of ACOA Direct and it only displays for a period of time while your logout is being processed. Once your logout is complete, you can click on the link to return to the log in screen for ACOA Direct.
Once you have set up your Access Key account, you will no longer be required to go through this process again. For future re-access to the client portal, you simply need to enter via the ACOA website (which should be bookmarked as the Client Portal site cannot be added in your favourites for quick access).
Onscreen the narrator clicks on the “Help” link on the page top menu.
Narrator: It is recommended that you should also view the Client View, Project View, Submitting a package, Shared Documents, Message Centre, and Site Members sections which are covered in separate videos for your perusal. These videos are located within the various help files under the ‘Help’ link.
This concludes our session on Navigation Tips. Thank you again for taking the time to listen to this video. We trust it has been useful in addressing any questions you may have. If required, please feel free to contact your ACOA representative for further assistance or as well to communicate with ACOA’s Help Desk at 1-888-322-2482 during regular office hours between 8 a.m. and 6 p.m. (Eastern Time). Please note the Help Desk is not available on weekends or statutory and civic holidays. Thank you.