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Address Verification With QuickAddress Pro. What is QAS Pro? Pop-up program Checks addresses against the USPS database Drops an address into any document,

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Presentation on theme: "Address Verification With QuickAddress Pro. What is QAS Pro? Pop-up program Checks addresses against the USPS database Drops an address into any document,"— Presentation transcript:

1 Address Verification With QuickAddress Pro

2 What is QAS Pro? Pop-up program Checks addresses against the USPS database Drops an address into any document, including certain Banner INB forms

3 How Does QAS Pro Work? Loads on PC Start-up Always available, triggered by Hotkeys Minimizes when you’re done If shut down, it can be opened again

4 Desktop Icon, Program Menu

5 Banner INB Forms & ‘Hotkeys’ Alt+A Alt+G SPAIDEN FOAIDEN PPAIDEN APAIDEN FTMVEND GOAMTCH Alt+R RPALORG

6 Pop-Up Window

7 Toolbar Icons New Search Typedown Select Layout Back Single Line Click New Search to clear out an old search and start over. Back takes the search back one level. Typedown and Single Line are search types. Layouts are address formats.

8 Typedown Searching Typedown: Progressive narrowing of selections. Best when ‘fishing’ for uncertain addresses. ◦Type address element, pick from a list ◦Type another element, pick, etc. ◦Choices narrow down to one address

9 Demo: Typedown Let’s see a Typedown search. (Page 3 of the user guide.)

10 Exercise: Typedown Searching

11 Single Line Searching Single Line: S imultaneous search of multiple address elements. Used to format a known address. ◦Type address elements as on an envelope ◦Commas between each element ◦No spacing, no capitalization needed ◦Start with ZIP code

12 Single Line Examples Address to verify: You type: 146 S. Water Street Kent, OH 44240 13715 Madison Avenue Cleveland, OH (no ZIP) 2112 Murray Avenue Pittsburgh, PA (no ZIP) 44240,146,southwater 146,southwater,kent 13715,madison,cleveland 2112,murray,pittsburgh 2112,murray,pa 2112,mu*,pittsburgh

13 Demo: Single Line Let’s see a Single Line search. (Page 5 of the user guide.)

14 Exercise: Single Line Search

15 Review: Key Steps 1. Cursor in the first address field of an INB form address block. 2. Press the appropriate hotkey. 3. Verify address using Typedown or Single Line 4. Accept (QAS Pro populates address fields & minimizes) 5. Save the Banner INB form.

16 Problems? Do the search over Always start fresh with a New Search Check the address using other resources Did you use the appropriate hotkey? Close and restart QAS Pro You control the Accept button. (It’s OK to ‘play’ with searching.)

17 Troubleshooting Hotkey Slips

18 Wrong hotkey with GOAMTCH The GOAMTCH hotkey is Alt+G. Using a Alt + A or Alt + R with GOAMTCH produces these errors: ◦City name does not populate ◦Form is saved but error message displays ◦Address data is not saved How to fix it: Update the *PAIDEN address.

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20 Alt+G on wrong forms Using the Alt+G hotkey on forms other than GOAMTCH produces these errors: ◦Address elements appear in the wrong fields ◦Banner error message at lower left ◦Address data is not saved How to fix it: Do-over with correct hotkey.

21 Not Saved due to errors!

22 Tip: Wildcards A Question mark can replace a single character anywhere within an address element: C?lora,MD An Asterisk represents any number of characters at the end of an address element: Bainb*, WA You can combine wildcards in a single search: 201,everhar*,cant?n,OH

23 Tip: Keywords Using a keyword with the asterisk wildcard If you enter:*university,cleveland All Cleveland addresses with an address element containing the word “university“ are retrieved: Good if you are looking for a type of organization or institution; such as banks, colleges, hospitals, schools, etc.

24 Tip: Use Anywhere Use QAS Pro to verify addresses in documents and messages 1. Use any hotkey to open QAS Pro. 2. Change the Layout to. 3. Verify the address in QAS Pro. 4. Accept to insert the address data.

25 Tip: Expiration Notice An update notice may appear when QAS Pro is opened for the first time in a session. --No action is required—Click OK--

26 Tip: Counties Only Ohio counties are populated in Banner forms.

27 Tip: Use Online Help

28 Now you’re ready to use QuickAddress Pro. These guides will help you practice: QuickAddress Pro User Guide QuickAddress Pro Practice Exercises “Address Verification with QuickAddress Pro” movie and slide presentation http://www.kent.edu/is/training/ documentation.cfm Tip: Practice

29 Assistance Training www.kent.edu/is/training istraining@kent.edu 330 672-1911 Technical Support QAS Pro Online Help Help Desk: 330 672-HELP Open a help request at support.kent.edu

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31 Step By Step: Typedown Search

32 Banner INB form open, cursor in first address field of address block.

33 Hotkey Alt-A pops up QAS Pro.

34 Select Typedown search. Type the ZIP, to Select the match. Select Typedown (Ctrl + T)

35 Begin typing the street, use arrow keys to highlight, to Select match.

36 Select the street number range.

37 Type or select the street number.

38 Address completed, to Accept.

39 Address appears in the INB form fields. (QAS Pro minimizes). Save the INB form.

40 Step By Step: Single Line Search

41 Banner INB form open, cursor in first address field of address block.

42 Hotkey Alt-A pops up QAS Pro.

43 Select Single Line (Ctrl + S) Select Single Line search. Type a search string, press to Search.

44 Use arrow keys to highlight, press to Select.

45 Address is complete, press to Accept.

46 Address appears in the INB form fields. (QAS Pro minimizes). Save the INB form.

47 Remember, you control the Accept button. Addresses are pasted at your command. You can practice QAS Pro searching anytime, with no risk at all.


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